Insider Trading January 29, 2026

Richardson Electronics EVP Disposes 17,000 Shares, Exercises Matching Options

Transaction coincides with mixed Q2 FY2026 results showing a revenue beat but an earnings miss

By Leila Farooq RELL
Richardson Electronics EVP Disposes 17,000 Shares, Exercises Matching Options
RELL

Ruppert Jens Frank, executive vice president at Richardson Electronics, sold 17,000 shares on January 27, 2026, and concurrently exercised options to acquire 17,000 shares. The company’s Q2 FY2026 results posted a $0.01 per-share loss versus an expected $0.02 profit and revenue of $52.3 million, topping forecasts.

Key Points

  • Company executive Ruppert Jens Frank sold 17,000 Richardson Electronics shares on January 27, 2026, for about $205,480.
  • Mr. Frank exercised options to acquire 17,000 shares on the same day; exercise prices ranged from $4.26 to $9.10 with a reported total value of $117,760.
  • Richardson Electronics’ Q2 FY2026 results showed a $0.01 per-share loss versus an expected $0.02 and revenue of $52.3 million, beating forecasts by 4.81%.

Ruppert Jens Frank, serving as executive vice president at Richardson Electronics, Ltd. (NASDAQ: RELL), completed a sale of 17,000 shares of the company's common stock on January 27, 2026, receiving approximately $205,480 in gross proceeds. The reported sale prices ranged from $11.99 to $12.1864 per share.

On the same date Mr. Frank also exercised a set of options that resulted in the acquisition of 17,000 shares of Richardson Electronics common stock. The options carried exercise prices between $4.26 and $9.10, and the reported aggregate value associated with exercising those options was $117,760.

These insider transactions occurred against the backdrop of Richardson Electronics’ second quarter results for fiscal 2026, which presented a mixed picture for the company. The firm reported a loss of $0.01 per share for the quarter, compared with analysts’ expectations of earnings of $0.02 per share. The difference represents a negative surprise measured at 150% relative to consensus estimates.

At the same time, Richardson Electronics’ top-line performance exceeded forecasts. Revenue for Q2 FY2026 was reported at $52.3 million, surpassing the projected $49.9 million by 4.81%.

The combination of an insider sale paired with option exercises and the company’s recent quarterly figures provides investors with concrete data points to consider. The insider activity documents both a disposition of shares and a near-simultaneous acquisition via option exercise for an identical number of shares, while the earnings report shows revenue strength alongside an earnings shortfall.

Stakeholders assessing Richardson Electronics’ near-term position may weigh the revenue outperformance against the earnings miss. The reported figures are factual and stand as the primary indicators issued by the company for Q2 FY2026; they do not include forward-looking commentary or additional context beyond the disclosed numbers.


Summary of transaction and quarter:

  • Insider sale: 17,000 shares sold on January 27, 2026, for roughly $205,480; sale prices $11.99 to $12.1864.
  • Option exercise: 17,000 shares acquired via exercise on the same date; exercise prices $4.26 to $9.10; total value $117,760.
  • Q2 FY2026 results: Loss of $0.01 per share versus expected $0.02; revenue $52.3 million versus $49.9 million forecast.

Risks

  • The company reported an earnings miss for Q2 FY2026, which indicates near-term profitability pressure reflected in a $0.01 loss per share compared with expected $0.02 earnings - this impacts investor assessments in capital markets.
  • Insider share sales, such as the reported disposition by an executive, can raise questions for market participants about insider liquidity needs or sentiment, potentially affecting investor confidence in the stock.
  • Mixed quarterly results - a revenue beat paired with an earnings shortfall - create uncertainty for analysts and investors evaluating operational leverage and cost structures in the industrial/electronics sectors.

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