Insider Trading July 6, 2026 06:39 PM

Everspin CFO Liquidates Position to Cover Tax Liabilities Amid Contract Wins and Index Inclusion

William Cooper disposes of 1,549 shares as the company secures a $40 million defense contract and prepares for Russell 2000 inclusion, even as analyst price targets adjust and short positions emerge.

By Avery Klein
Share
Twitter Reddit Facebook LinkedIn
MRAM

William Cooper, the Chief Financial Officer of Everspin Technologies Inc. (NASDAQ: MRAM), executed a sale of company stock on July 1, 2026, to satisfy tax obligations stemming from the vesting of restricted stock units. The transaction occurred against a backdrop of significant corporate developments, including a substantial new defense contract and imminent inclusion in the Russell 2000 Index. Despite a recent decline in share price, the company has reported strong revenue performance and received positive analyst coverage, contrasting with a newly disclosed short position from Kerrisdale Capital.

Everspin CFO Liquidates Position to Cover Tax Liabilities Amid Contract Wins and Index Inclusion
MRAM
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • CFO William Cooper sold 1,549 shares for $34,604 to cover tax obligations from vested restricted stock units, reducing his direct holdings to 149,481 shares.
  • Everspin secured a $40 million, 2.5-year contract to provide Toggle MRAM technology to the U.S. Defense Industrial Base as a subcontractor for the Department of War.
  • The company is set to be added to the Russell 2000 Index effective June 26, while shareholders approved 1.8 million new shares under the 2016 Equity Incentive Plan.

William Cooper, serving as the Chief Financial Officer for Everspin Technologies Inc. (NASDAQ: MRAM), executed a transaction on July 1, 2026, resulting in the disposal of company shares valued at $34,604. The executive offloaded 1,549 shares of common stock at an execution price of $22.34 per share. Cooper clarified that the sale was strictly necessitated by the requirement to cover tax liabilities arising from the vesting of restricted stock units. Following the completion of this transaction, Cooper retains a direct holding of 149,481 shares in Everspin Technologies.

The timing of this divestment coincides with a period of notable volatility and strategic movement for Everspin. The stock is currently trading at $19.62, reflecting a 12.9% decline over the preceding week. However, this recent dip contrasts sharply with the asset's performance over the trailing twelve months, during which it has generated a total return of 187%. Market analysis from InvestingPro suggests that the current valuation may be elevated relative to fundamental metrics, though detailed assessments are available through their Pro Research Report for MRAM and other U.S. equities.

Corporate developments have been active on multiple fronts. Everspin has secured a $40 million contract to supply Toggle MRAM process technology and engineering services to the U.S. Defense Industrial Base. This agreement spans a duration of two and a half years and positions Everspin as a subcontractor within an existing prime contract managed by the U.S. Department of War. Additionally, the company is preparing for a significant milestone in market recognition, with inclusion in the Russell 2000 Index set to take effect at the close of U.S. equity markets on June 26.

On the governance front, shareholders have approved amendments to the company's 2016 Equity Incentive Plan. The authorization permits the issuance of an additional 1,800,000 shares while introducing provisions that prohibit the reduction of stock option exercise prices or the cancellation of underwater awards without prior shareholder approval. In the investment community, Kerrisdale Capital has disclosed a short position in Everspin, arguing that the recent rally in the stock price is not supported by underlying business fundamentals. Conversely, Needham has raised its price target for Everspin Technologies to $18.50, maintaining a Buy rating. This adjustment follows the company's first-quarter 2026 revenue beat and guidance that exceeded expectations.

Risks

  • Kerrisdale Capital has disclosed a short position, asserting that the recent stock rally is misaligned with business fundamentals, which may pressure the valuation.
  • The stock has declined 12.9% over the past week and is trading at $19.62, below the $22.34 price at which the CFO executed his sale, indicating near-term downward momentum.
  • InvestingPro analysis indicates the stock may be overvalued at current levels, suggesting potential downside risk if fundamentals do not justify the multiple.

More from Insider Trading

Palisade Bio Director Robert Baltera Jr. Expands Position as FDA Clears Phase 2 Trial Jul 6, 2026 Sight Sciences CTO David Badawi Offloads $40,858 in Company Stock Jul 6, 2026 Sight Sciences Executive Sells Stock to Cover Tax Obligations Jul 6, 2026 Sight Sciences CLO Jeremy Hayden Sells $70,133 in Stock Jul 6, 2026 Sight Sciences CFO James Rodberg Offloads $36,994 Worth of SGHT Shares Jul 6, 2026