Insider Trading May 5, 2026 03:16 PM

Vicor Corp CFO Executes $1.08 Million Stock Sale Under Pre-Set Trading Plan

James Schmidt disposes of 4,274 shares amid strong Q1 financial performance and significant year-over-year stock appreciation.

By Marcus Reed VICR

James F. Schmidt, who serves as the Chief Financial Officer, Treasurer, and Secretary for Vicor Corp (NASDAQ: VICR), has finalized a sale of company common stock totaling approximately $1.08 million. The transactions, reported on May 4, 2026, involved the disposal of 4,274 shares. This movement comes on the heels of a period of intense growth for the company, which has seen its stock price climb by more than 520% over the last twelve months.

Vicor Corp CFO Executes $1.08 Million Stock Sale Under Pre-Set Trading Plan
VICR

Key Points

  • <strong>Insider Liquidation:</strong> CFO James Schmidt sold 4,274 shares worth $1.08 million via a Rule 10b5-1 plan, while simultaneously exercising options for the same amount of shares at lower prices.
  • <strong>Strong Financial Momentum:</strong> Vicor Corp outperformed Q1 2026 expectations, with EPS hitting $0.44 against a $0.37 forecast and revenue reaching $112.97 million.
  • <strong>Market Impact:</strong> These activities occur within the technology/industrial component sector, where high volatility is evidenced by a 520% stock surge over the past year.

In a recent regulatory filing, James F. Schmidt, holding the roles of Chief Financial Officer, Treasurer, and Secretary at Vicor Corp (NASDAQ: VICR), disclosed the sale of company common stock valued at roughly $1.08 million. The transactions took place on May 4, 2026, involving a total of 4,274 shares of the corporation's common stock.

The individual sales were executed within a price range between $244.32 and $267.62 per share. Notably, these transactions were carried out under a Rule 10b5-1 trading plan, a framework that Mr. Schmidt had originally established on December 10, 2025. Following the completion of these sales, Mr. Schmidt's direct holdings in Vicor Corp common stock stand at zero shares.


While the sale of common stock was substantial, it occurred alongside the exercise of non-qualified stock options. Mr. Schmidt acquired 4,274 shares through this exercise, representing an aggregate cost of approximately $186,466. The pricing for these option exercises ranged from $41.61 to $50.0 per share. These specific options are subject to an expiration period of two years from their respective vesting dates.

The context of this insider activity is framed by Vicor Corp's recent market performance and financial reporting. The company currently maintains a market capitalization of $12 billion, with the stock trading at $263.70. This follows a massive upward trend where the share price has surged over 520% within a single year.

Looking at the broader fiscal picture, Vicor Corporation recently delivered robust financial results for the first quarter of 2026. The company reported earnings per share (EPS) of $0.44, which exceeded the forecasted amount of $0.37 by 18.92%. Furthermore, revenue for the quarter reached $112.97 million, surpassing market expectations by 3.59%. These figures reflect a period of operational efficiency and strong market strategy that has bolstered investor confidence following an earnings beat that outperformed analyst projections.

Despite the recent momentum, certain valuation metrics suggest caution. Analysis indicates that VICR may currently be overvalued based on Fair Value calculations. This discrepancy between recent performance and intrinsic value presents a complex landscape for investors observing the company's trajectory in the current market cycle.

Risks

  • <strong>Valuation Risk:</strong> Current analysis suggests that VICR may be overvalued relative to its Fair Value, which could impact the semiconductor or electronic components market if a correction occurs.
  • <strong>Concentration of Sentiment:</strong> While recent earnings were strong, the stock's extreme 520% growth introduces potential volatility risks for investors following the recent surge.

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