$ILMN

Davies Scott M sold $111K of ILMN

Davies Scott M (Chief Legal Officer) sold 615 shares of ILLUMINA, INC. (ILMN) at $180.00 ($0.11M total) on 2026-06-25 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Davies Scott M
Published Jun 26, 2026, 1:41 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jun 26, 2026, 2:02 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$ILMN
Neutral
high confidence
Mentioned
$ILMN
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$ILMNNeutralLow
01

Why it matters

The newest fact is the specific sale: 615 shares at $180/share ($110,700 total) by the Chief Legal Officer on 2026-06-25 under a 10b5-1 plan.

02

Market read

Primarily useful for sentiment/positioning checks; it does not introduce new operational, financial, or regulatory information.

03

What to watch

The transaction size is small relative to typical institutional flows, and the pre-arranged plan reduces interpretability versus discretionary selling.

Relevance 3/10Novelty 2/10Timing: after-hours/filing update on 2026-06-25 (filed 2026-06-25T21:41:44-04:00)

Background

This is an SEC Form 4 insider transaction disclosure for Illumina, Inc. (ILMN).

Company-level read

Ticker impact

$ILMNNeutralHigh confidence
Context

Illumina Form 4 shows CLO Davies Scott M sold 615 shares at $180 on 2026-06-25 under a pre-arranged 10b5-1 plan.

Expected impact

Low likelihood of a sustained price move; any impact is likely limited to intraday sentiment around the filing.

Evidence & confidence

The filing is an open-market sale by an officer under a pre-arranged 10b5-1 plan, with modest share count and no accompanying company-specific operational/regulatory news.

Market effects

No direct read-through to biotech/genomics sector fundamentals; this is company-specific insider transaction data.

Minimal; US-listed large-cap insider sale with no broader market linkage.

None expected beyond routine sentiment monitoring for ILMN.

Counterpoint

Even 10b5-1 sales can coincide with private information, so traders may still watch for follow-on disclosures or unusual volume/price action.

Key entities

  • Illumina, Inc.

    Subject of the Form 4 insider transaction disclosure.

  • Davies Scott M

    Chief Legal Officer who sold 615 shares under a pre-arranged 10b5-1 plan.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$ILMNHighAI 8/10

Illumina Q2FY26 Results: Revenue up 9.5% to $1.16 billion

Illumina reported Q2 2026 revenue of $1.16B, up 9.5% YoY, driven by NovaSeq X demand and clinical consumables growth. Non-GAAP EPS rose 10% to $1.31. The company raised full-year guidance, projecting revenue of $4.60B-$4.64B and EPS of $5.30-$5.40. Management cited strong instrument placements and cost management despite rising expenses. Illumina repurchased 0.9M shares and holds $1.17B in cash. The stock has returned 13.26% annually over 20 years, outperforming the market by 3.84%.

$ILMNHighAI 8/10

Illumina Reports Q2 2026 Results: Full Earnings Call Transcript - Illumina (NASDAQ:ILMN)

Illumina (ILMN) reported Q2 2026 revenue growth of 9.5% YoY and EPS growth of 10%, driven by strong demand for NovaSeq X. The company raised its 2026 guidance, expecting full-year organic revenue growth over 5% and mid-teens growth in clinical consumables. Strategic initiatives include expanding multi-omics capabilities and strengthening the BioInsight platform. Management emphasized cost management and confidence in long-term targets.

$BELow

Three Stocks Are Joining the S&P 500. Will They Actually Improve VOO’s Returns?

Vanguard S&P 500 ETF (VOO) will add Bloom Energy (BE), Illumina (ILMN), and another company, while removing Molson Coors (TAP), The Trade Desk (TTD), and Builders FirstSource (BLDR). BE's product revenue surged 215% due to AI demand, and ILMN raised EPS guidance. The changes have minimal impact on VOO's returns, as the fund is heavily concentrated in megacap stocks.

$ILMNHigh

Illumina Stock Climbs As Analyst Upgrades Meet S&P 500 Boost

Illumina Inc. (ILMN) shares rose 7.15% on September 15, 2026, after UBS upgraded it to Buy with a $260 price target, and Argus raised its target to $235. The company's Q2 revenue was $1.16B, with EBITDA of $354M. Illumina is also being added to the S&P 500, effective September 21, 2026, which may drive further demand. The stock trades at a P/E ratio of 38 and P/S ratio of 6.9, reflecting its growth prospects. Analysts cite revenue reacceleration, margin expansion, and clinical demand as key driv