GLICKMAN TODD

Navitas CFO Glickman sold 98,152 shares at $10.78; stock down -42.6% from 52-week high; company unprofitable with -44.9% annual revenue decline.

Todd Glickman, Sr. V.P., CFO & Treasurer, sold 98,152 shares (98.2K shares) of Navitas Semiconductor Corp (NVTS) at $10.78 on 2026-03-17 for $1,058,078.56 ($1.1M), reducing his holdings by 11.8% from 833,383 to 735,231 shares. This sale occurs in a deteriorating fundamental context: the company reported a latest quarterly revenue of $10,112,000.00 ($10.1M) against net income of $-19,234,000.00 ($-19.2M) and faces an annual revenue decline of -44.9%, reflecting significant operational stress. The stock now trades at $9.82, down -42.6% from its 52-week high of $17.10, indicating substantial shareholder value destruction since the insider's sale price. Notably, Glickman's prior sales at this same ticker show 3 of 4 were well-timed at the 90-day mark—a consistent pattern suggesting sensitivity to deterioration signals—though his cross-ticker track record (75.00% well-timed rate on 4 prior sells) provides context for his general sell discipline across positions.

CFO Todd Glickman sells 78.3K NVTS shares at $9.77; stock -43.9% from 52-week high but +22.4% in 30 days. Company posted $-19.2M net loss on $10.1M quarterly revenue.

GLICKMAN TODD reduced his NVTS holdings by 78,307 shares (-8.8% of pre-transaction position), completing the sale at $9.77 as the stock was recovering sharply: +22.4% over 30 days and +66.7% over 90 days, though still -43.9% below its 52-week high of $17.10. His prior two completed trades at this ticker showed mixed timing: a June 2025 sale preceded a 90-day decline of -29.5% (well-timed), but a May 2025 sale preceded a 90-day rise of +39.2% (poorly timed). Cross-ticker, his track record of 3 prior sales achieved a 50% well-timed rate at the 90-day horizon with an average 90-day return of +4.8%, indicating marginal predictive power. The company remains unprofitable on an annual basis, reporting a net loss of $-19.2M against quarterly revenue of $10.1M, a material headwind despite modest 4.8% annual revenue growth. This sale does not signal clear conviction or concern; the timing of a CFO's equity reduction in a recovery phase, coupled with fundamental weakness, merits monitoring.

NVTS CFO sells 96,313 shares at $10.56 ahead of 42.3% decline from 52-week high; prior same-ticker sales mixed.

CFO Todd Glickman sold 96,313 shares (9.8% of pre-transaction holdings) at $10.56 on 2025-11-05, worth $1,017,065.28. The stock now trades at $9.86, down 42.3% from its 52-week high of $17.10, and has declined 27.0% over 30 days post-sale at a prior transaction on 2025-06-12 and gained 56.1% at the 2025-05-22 prior sale. His cross-ticker track record shows a 50.00% well-timed sell rate (1 of 2 prior sells) with average 90-day returns of 4.8%, but at NVTS specifically, timing has been inconsistent: 1 of his 2 prior same-ticker sales was well-timed at the 90-day mark. The company is unprofitable (net income of $-19,234,000.00) with modest annual revenue growth of 4.8%, and the sale occurred as the stock approached multi-month lows relative to its range. This transaction provides limited conviction either way—the insider's track record does not demonstrate reliable foresight at this specific ticker, even as the broader price action has validated caution at these valuation levels.

CFO Todd Glickman sold 100,000 NVTS shares at $8.00 (20% above current $7.32); slashed holdings 42.6% amid -$16.8M net income

Todd Glickman, Sr. V.P., CFO & Treasurer, sold 100,000 shares (100.0K shares) at $8.00 on 2025-06-12, reducing his holdings from 234,501 to 134,501 shares—a 42.6% reduction in position size. The sale price of $8.00 is notably 9.3% above the current price of $7.32, placing it near the 52-week high of $8.09. Fundamentally, Navitas Semiconductor reported a net loss of $-16,829,000.00 ($-16.8M) in its most recent quarter and was unprofitable over its most recent full fiscal year, while quarterly revenue of $14,018,000.00 ($14.0M) grew only 4.8% annually. The combined context—a substantial insider equity reduction executed at an elevated price point concurrent with material unprofitability—merits scrutiny regarding cash burn dynamics and the CFO's assessment of intrinsic value relative to near-term market levels.

CFO Todd Glickman sold 532,342 shares of NVTS at $4.49; stock now at $6.50, up 217.1% in 30 days

Todd Glickman, Sr. V.P., CFO & Treasurer, sold 532,342 shares (69.4% of his pre-transaction holdings) at $4.49 for a total value of $2,390,215.58. The sale occurred at a substantial discount to the current price of $6.50; the stock has appreciated 217.1% over the past 30 days and 150.0% over 90 days, reaching its 52-week high. Against this backdrop, the company remains unprofitable with a net income of $-16,829,000.00 in its latest full fiscal year, though quarterly revenue stands at $14,018,000.00 with annual growth of 4.8%. The combination of a major liquidation by the CFO at a low price point, coupled with a recent sharp stock appreciation and persistent company losses, creates an asymmetry that investors should monitor.