Anthony Grillo’s recent SEC Form 4 activity paints a clear picture of a net seller in the open market, with his transactions concentrated almost entirely in Littelfuse (LFUS). Over the trailing period, his open-market sales totaled roughly $3.09 million against open-market purchases of about $4.11 million, but the recent cadence is decisively bearish. In the last several months, Grillo executed eight open-market sales (code S) versus just two purchases (code P), with the bulk of the selling occurring on June 11, 2026, when he disposed of LFUS shares in five separate transactions totaling approximately $1.36 million. That single-day sell-off, which included a principal sale of $1.11 million, followed a February 10, 2026 cluster of three sales worth about $1.73 million, including a $1.58 million block. These moves dwarf the lone purchase in the window: a modest $43,120 LFUS buy on February 6, 2025.
The pattern is not one of accumulation. Grillo’s only other open-market purchase was a $11,520 buy of Western Asset High Income Opportunity Fund (HIO) on May 27, 2025, a small fixed-income position that appears incidental rather than a signal of conviction. Meanwhile, his LFUS activity is dominated by automatic and mechanical events: recurring grants (code A) tied to compensation, option exercises (code M) in February 2026 and March 2025, and a gift (code G) in March 2026. The exercise-and-sell combination on February 10, 2026—where he exercised options worth $181,508 and immediately sold $1.73 million of stock—is a classic liquidity-driven move, not a fresh bet on the company. Across all 38 filings, Grillo’s total acquired value (including grants and exercises) was just $325,167, a fraction of his sell-side volume, reinforcing that his recent Form 4 history is one of distribution rather than accumulation in LFUS.
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