Director Trims Ichor Holdings — the Cycle Bet Is What Matters Now

On May 8, 2026, Director Marc Haugen disclosed the sale of 9,923 shares of Ichor Holdings, Ltd. (NASDAQ:ICHR) in multiple open-market transactions, per a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 9,923 Transaction value ~$716,000 Post-transaction shares (direct) 16,162 Post-transaction value (direct ownership) ~$1.2 million Transaction value based on SEC Form…


Director Trims Ichor Holdings — the Cycle Bet Is What Matters Now

On May 8, 2026, Director Marc Haugen disclosed the sale of 9,923 shares of Ichor Holdings, Ltd. (NASDAQ:ICHR) in multiple open-market transactions, per a SEC Form 4 filing.

Transaction summary

Metric

Value

Shares sold (direct)

9,923

Transaction value

~$716,000

Post-transaction shares (direct)

16,162

Post-transaction value (direct ownership)

~$1.2 million

Transaction value based on SEC Form 4 weighted average purchase price ($72.11); post-transaction value based on May 8, 2026 market close ($74.42).

Key questions

  • How did this sale impact Marc Haugen’s direct ownership in Ichor Holdings, Ltd?
    This transaction reduced Haugen’s directly held Common Stock from 26,085 to 16,162 shares, a 38.04% decrease, leaving him with a direct stake valued at approximately ~$1.2 million as of May 8, 2026.

  • Were any indirect holdings or derivative securities involved in this transaction?
    No, the sale was executed solely from Haugen’s direct holdings; no indirect entities or derivative securities were part of this transaction.

  • Does Haugen maintain a continuing equity interest after this sale?
    Yes, after this transaction Haugen continues to hold 16,162 shares of Common Stock directly in Ichor Holdings, Ltd.

  • How does the transaction size compare to Haugen’s historical trading activity?
    This sale is consistent with Haugen’s pattern of selling between 5,544 and 19,875 shares per event, with the current 9,923-share sale falling within his observed historical range for open-market sales.

Company overview

Metric

Value

Price (as of market close 2026-05-08)

$72.11

Market capitalization

$2.55 billion

Revenue (TTM)

$959.25 million

1-year price change

343.7%

*1-year performance calculated using June 1, 2026 as the reference date.

Company snapshot

  • ICHR designs and manufactures fluid delivery subsystems, including gas and chemical delivery systems, as well as precision machined components for semiconductor capital equipment.

  • It generates revenue by supplying critical subsystems and components to semiconductor equipment OEMs, supporting manufacturing processes such as etching, deposition, and cleaning.

  • the company’s primary customers are original equipment manufacturers (OEMs) in the semiconductor industry, with a global presence in the United States, United Kingdom, Singapore, Malaysia, Korea, and Mexico.

Ichor Holdings, Ltd. provides fluid delivery solutions and precision components for the semiconductor manufacturing equipment industry. The company leverages engineering expertise and global manufacturing capabilities to support the demanding requirements of semiconductor OEMs. Its focus on mission-critical subsystems and international reach positions it as a provider to the global semiconductor supply chain.

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