Ichor Holdings COO Bruce Ragsdale Sells 10,587 Shares
Key Points
The transaction involved 10,587 shares with an estimated value of ~$550,000 based on the September 1, 2026 weighted average execution price.
The trade size was ~10% of the officer's direct equity holdings prior to the filing.
The sale was executed directly by the insider under a pre-established Rule 10b5-1 trading plan.
The activity represents routine portfolio management following a 207% one-year return as of the September 1, 2026 transaction date.
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Chief Operating Officer Bruce Ragsdale sold 10,587 shares of Ichor Holdings, Ltd. (NASDAQ:ICHR) on Sept. 1, 2026, according to a SEC Form 4 filing.
Transaction summary
| Metric | Value |
|---|---|
| Transaction value | $550,000 |
| Shares sold | 10,587 |
| Post-transaction shares (directly held) | 92,324 |
| Post-transaction value | $4.8 million |
Transaction value based on SEC Form 4 weighted average sale price ($51.93); post-transaction value based on September 01, 2026, market close ($51.76).
Key questions
- How was the execution price determined for this transaction?
The shares were sold in multiple transactions at weighted average prices ranging from $51.05 to $52.63 per share on Sept. 1, 2026. - What is the regulatory context of this divestment?
The sale was conducted under a Rule 10b5-1 trading plan adopted by Bruce Ragsdale on June 2, 2026, which allows insiders to schedule trades in advance to avoid potential conflicts of interest. - What is the current equity position of the Chief Operating Officer?
Following the sale, Bruce Ragsdale retains direct ownership of 92,324 ordinary shares, representing a 0.26% stake in the company. - What was the market valuation context of the sale?
The transaction occurred when the stock was priced at $51.76 at the Sept. 1, 2026 market close, compared to $53.57 at the Aug. 31, 2026 market close.
Company Overview
| Metric | Value |
|---|---|
| Share Price (as of market close 2026-09-02) | $52.63 |
| Market Capitalization | $1.9 billion |
| Revenue (TTM) | $1.0 billion |
| Net Income (TTM) | -$40.3 million |
Company Snapshot
- Ichor Holdings designs, develops, and manufactures fluid-delivery subsystems and components specifically engineered for semiconductor manufacturing capital equipment, with primary revenue derived from gas- and chemical-handling systems used in critical processes such as etching and deposition.
- The company generates revenue from the sale of precision gas delivery units and related subsystems that enable semiconductor manufacturers to supply, monitor, and regulate gases with precision throughout the fabrication process.
- Ichor serves semiconductor equipment manufacturers and foundries as primary customers, positioning itself within the critical supply chain for advanced semiconductor device fabrication and process technology.
Ichor Holdings operates as a specialized supplier within the semiconductor capital equipment ecosystem, with a market capitalization of $1.9 billion and TTM revenues of $1.0 billion.
The company has demonstrated significant momentum, with a 207% one-year share price appreciation, reflecting strong demand dynamics in the semiconductor manufacturing sector.
As a focused provider of mission-critical fluid delivery systems, Ichor maintains a differentiated competitive position serving the infrastructure requirements of advanced semiconductor production.
What this transaction means for investors
These sales represented a small percentage of the executive's holdings and shouldn't concern investors. Moreover, it was completed under a pre-scheduled plan commonly used by insiders to execute personal financial transactions, regardless of the company's fundamentals.
The company continues to grow revenue, with revenue up 15% sequentially in the recent quarter. It is positioned to meet the growing demand for semiconductor equipment to support a historic build-out in compute infrastructure. Management sees its ability to scale its manufacturing capacity to meet demand as a key competitive advantage.
Analysts anticipate a strong earnings ramp over the next several years, with the current consensus calling for 70% annualized earnings growth.
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John Ballard has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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