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Company Analysis

AAOI Insider Trading

APPLIED OPTOELECTRONICS, INC. | Semiconductors & Related Devices

Comprehensive Trading Performance Summary

The investment history of corporate insiders at APPLIED OPTOELECTRONICS, INC. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Semiconductors & Related Devices sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2026-03-23 20:02 2026-03-19 Kuo David C Officer - *** See Remarks SELL $100.13 29,000 $2,903,700 82,663 -26.0%
2026-03-18 20:02 2026-03-16 Chang Hung-Lun (Fred) Officer - *** See Remarks SELL $100.25 36,400 $3,648,918 233,618 -13.5%
2026-03-10 21:23 2026-03-06 Chen Min-Chu (Mike) Director SELL $106.13 11,335 $1,203,016 169,300 -6.3%
2026-03-10 20:43 2026-03-09 Yeh Shu-Hua (Joshua) Officer - *** See Remarks SELL $97.10 50,000 $4,854,880 322,051 -13.4%
2026-03-10 20:43 2026-03-09 Yeh William H Director SELL $105.76 15,000 $1,586,339 238,819 -5.9%
2026-03-10 20:43 2026-03-10 Murry Stefan J. Officer - Chief Financial Officer SELL $112.76 4,000 $451,044 280,070 -1.4%
2026-03-06 01:46 2026-03-05 BLACK RICHARD B Director SELL $95.00 3,231 $306,945 164,363 -1.9%
2026-03-06 01:47 2026-03-04 DeLaney Cynthia Director SELL $98.02 21,000 $2,058,344 116,222 -15.3%
2026-03-06 01:47 2026-03-03 Loboa Elizabeth G Director SELL $95.76 102,347 $9,800,605 20,523 -83.3%
2026-02-25 00:03 2026-02-20 Murry Stefan J. Officer - Chief Financial Officer SELL $50.15 5,980 $299,922 284,070 -2.1%
2026-02-12 01:10 2026-02-10 Kuo David C Officer - *** See Remarks SELL $50.15 20,000 $1,002,906 111,663 -15.2%
2026-02-12 01:11 2026-02-10 Murry Stefan J. Officer - Chief Financial Officer SELL $49.87 18,020 $898,690 290,050 -5.8%
2026-01-31 00:01 2026-01-28 Kuo David C Officer - *** See Remarks SELL $45.06 12,000 $540,660 114,636 -9.5%
2026-01-21 00:03 2026-01-15 Murry Stefan J. Officer - Chief Financial Officer SELL $35.01 66 $2,311 282,971 0.0%
2026-01-15 00:02 2026-01-12 Murry Stefan J. Officer - Chief Financial Officer SELL $34.04 3,934 $133,932 283,037 -1.4%
2025-12-30 00:05 2025-12-23 Kuo David C Officer - *** See Remarks SELL $40.15 12,500 $501,875 130,948 -8.7%
2025-12-18 00:01 2025-12-15 Loboa Elizabeth G Director SELL $30.23 4,121 $124,584 122,870 -3.2%
2025-12-13 00:03 2025-12-10 Murry Stefan J. Officer - Chief Financial Officer SELL $31.55 4,000 $126,213 287,971 -1.4%
2025-08-16 00:18 2025-08-15 Murry Stefan J. Officer - Chief Financial Officer SELL $22.37 12,000 $268,440 298,477 -3.9%
2025-08-15 23:19 2025-08-14 Lin Chih-Hsiang (Thompson) Director, Officer - President and CEO BUY $21.56 8,075 $174,057 1,663,490 +0.5%
2025-08-15 23:19 2025-08-14 Lin Che-Wei Director BUY $21.64 4,609 $99,739 253,506 +1.9%
2025-08-15 23:19 2025-08-15 Kuo David C Officer - *** See Remarks SELL $22.34 2,000 $44,680 147,371 -1.3%
2025-08-15 02:09 2025-08-13 Yeh William H Director BUY $22.54 18,000 $405,700 253,819 +7.6%
2025-08-15 02:08 2025-08-12 Lin Chih-Hsiang (Thompson) Director, Officer - President and CEO BUY $22.76 18,600 $423,412 1,655,415 +1.1%
2025-08-15 02:08 2025-08-13 Chen Min-Chu (Mike) Director BUY $22.91 7,500 $171,825 22,500 +50.0%
2025-08-15 02:08 2025-08-13 Chang Hung-Lun (Fred) Officer - *** See Remarks SELL $22.70 15,784 $358,311 256,326 -5.8%
2025-07-18 23:02 2025-07-16 Murry Stefan J. Officer - Chief Financial Officer SELL $27.46 3,000 $82,377 318,036 -0.9%
2025-06-18 01:58 2025-06-16 Murry Stefan J. Officer - Chief Financial Officer SELL $16.05 2,000 $32,090 321,036 -0.6%
2025-05-20 23:03 2025-05-16 Murry Stefan J. Officer - Chief Financial Officer SELL $19.35 2,000 $38,697 323,036 -0.6%
2025-05-15 01:44 2025-05-13 Chang Hung-Lun (Fred) Officer - *** See Remarks SELL $19.06 23,837 $454,278 278,842 -7.9%
2025-05-15 01:39 2025-05-14 Kuo David C Officer - *** See Remarks SELL $19.10 11,426 $218,214 153,900 -6.9%
2025-05-15 01:36 2025-05-13 Lin Chih-Hsiang (Thompson) Director, Officer - President and CEO BUY $18.22 21,200 $386,222 1,659,025 +1.3%
2025-04-18 23:02 2025-04-16 Murry Stefan J. Officer - Chief Financial Officer SELL $10.95 2,000 $21,906 235,977 -0.8%
2025-03-19 23:01 2025-03-17 Murry Stefan J. Officer - Chief Financial Officer SELL $23.06 2,000 $46,123 196,581 -1.0%
2025-02-21 00:02 2025-02-18 Murry Stefan J. Officer - Chief Financial Officer SELL $26.34 3,000 $79,024 198,581 -1.5%
2025-01-24 02:11 2025-01-21 Murry Stefan J. Officer - Chief Financial Officer SELL $35.17 2,298 $80,814 209,831 -1.1%
2025-01-18 00:01 2025-01-15 BLACK RICHARD B Director SELL $29.00 10,000 $289,951 157,813 -6.0%
2025-01-18 00:01 2025-01-16 Murry Stefan J. Officer - Chief Financial Officer SELL $31.72 4,000 $126,895 212,129 -1.9%
2024-12-19 00:02 2024-12-16 BLACK RICHARD B Director SELL $35.27 10,000 $352,672 167,813 -5.6%
2024-12-11 00:24 2024-11-08 Chang Hung-Lun (Fred) Officer - *** See Remarks SELL $28.83 28,518 $822,048 196,292 -12.7%
2024-12-04 00:11 2024-12-03 Yeh William H Director SELL $43.08 10,000 $430,807 223,538 -4.3%
2024-12-04 00:09 2024-12-02 Loboa Elizabeth G Director SELL $41.46 9,790 $405,919 114,710 -7.9%
2024-12-04 00:08 2024-11-29 Chen Min-Chu (Mike) Director SELL $40.00 9,790 $391,600 165,054 -5.6%
2024-11-30 00:04 2024-11-26 BLACK RICHARD B Director SELL $37.18 8,162 $303,430 0 -100.0%
2024-11-23 00:03 2024-11-20 Chang Hung-Lun (Fred) Officer - *** See Remarks SELL $30.35 20,323 $616,832 195,572 -9.4%
2024-11-23 00:03 2024-11-20 Murry Stefan J. Officer - Chief Financial Officer SELL $31.56 5,000 $157,784 216,129 -2.3%
2024-11-23 00:03 2024-11-21 Loboa Elizabeth G Director SELL $36.54 13,494 $493,117 124,500 -9.8%
2024-11-19 00:23 2024-11-15 BLACK RICHARD B Director SELL $27.52 10,000 $275,240 177,813 -5.3%
2024-11-19 00:23 2024-11-14 Kuo David C Officer - *** See Remarks SELL $28.95 13,733 $397,614 98,122 -12.3%
2024-11-13 01:52 2024-11-08 Kuo David C Officer - *** See Remarks SELL $27.68 16,267 $450,305 111,855 -12.7%
SHOW ENTRIES

How to Interpret $AAOI Trades

Not every insider transaction in APPLIED OPTOELECTRONICS, INC. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $AAOI shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for AAOI

Insider activity data for APPLIED OPTOELECTRONICS, INC. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $AAOI, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.