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Company Analysis

LRCX Insider Trading

LAM RESEARCH CORP | Special Industry Machinery, NEC

Comprehensive Trading Performance Summary

The investment history of corporate insiders at LAM RESEARCH CORP 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 Special Industry Machinery, NEC sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2020-02-07 00:40 2020-02-04 EL MANSY YOUSSEF A Director SELL $325.10 1,350 $438,885 20,296 -6.2%
2020-02-04 02:09 2020-01-31 ARCHER TIMOTHY Officer - President and CEO SELL $308.00 10,000 $3,080,000 82,922 -10.8%
2020-01-07 00:26 2020-01-02 ARCHER TIMOTHY Officer - President and CEO OPT+S $295.78 13,026 $3,852,830 93,116 0.0%
2019-12-24 01:10 2019-12-19 O'Dowd Sarah A Officer - Chief Legal Officer & SVP SELL $287.80 3,831 $1,102,577 32,084 -10.7%
2019-12-24 01:02 2019-12-19 Gottscho Richard A Officer - Executive Vice President & CTO SELL $287.80 17,621 $5,071,394 50,251 -26.0%
2019-12-18 00:19 2019-12-16 JENNINGS KEVIN Officer - Senior Vice President SELL $286.15 164 $46,929 6,588 -2.4%
2019-12-13 00:49 2019-12-11 LORD PATRICK J Officer - Senior Vice President OPT+S $268.75 1,620 $435,375 7,407 0.0%
2019-12-10 03:32 2019-12-06 ARCHER TIMOTHY Officer - President and CEO SELL $270.00 10,000 $2,700,000 95,225 -9.5%
2019-11-21 23:37 2019-11-01 Meikle Scott Gerald Officer - Senior Vice President SELL $278.37 2,000 $556,744 16,305 -10.9%
2019-11-05 04:15 2019-11-01 Gottscho Richard A Officer - Executive Vice President & CTO SELL $273.93 2,497 $684,008 67,872 -3.5%
2019-11-01 02:39 2019-10-30 Gottscho Richard A Officer - Executive Vice President & CTO OPT+S $276.02 4,124 $1,138,323 70,455 0.0%
2019-10-31 01:03 2019-10-29 Bettinger Douglas R Officer - Chief Financial Officer & EVP SELL $279.03 18,693 $5,215,962 103,801 -15.3%
2019-10-17 00:03 2019-10-15 Varadarajan Seshasayee Officer - Senior Vice President SELL $240.00 20,000 $4,800,000 28,907 -40.9%
2019-09-13 22:01 2019-09-11 O'Dowd Sarah A Officer - Chief Legal Officer & SVP OPT+S $233.77 22,140 $5,175,624 35,867 0.0%
2019-09-09 21:49 2019-09-06 O'Dowd Sarah A Officer - Chief Legal Officer & SVP SELL $229.08 5,000 $1,145,375 39,513 -11.2%
2019-09-06 00:11 2019-09-04 Vahedi Vahid Officer - Senior Vice President SELL $220.00 12,007 $2,641,540 39,132 -23.5%
2019-09-06 00:08 2019-09-04 Gottscho Richard A Officer - Executive Vice President & CTO OPT+S $219.00 3,741 $819,279 72,826 0.0%
2019-07-25 21:57 2019-07-24 TALWALKAR ABHIJIT Y Director SELL $210.00 3,987 $837,270 13,727 -22.5%
2019-07-25 21:55 2019-07-24 JENNINGS KEVIN Officer - Senior Vice President OPT+S $210.07 1,122 $235,699 6,752 0.0%
2019-07-22 22:12 2019-07-18 Varadarajan Seshasayee Officer - Senior Vice President SELL $200.00 20,000 $4,000,000 48,907 -29.0%
2019-05-03 02:28 2019-05-01 Gottscho Richard A Officer - Executive Vice President & CTO OPT+S $209.00 2,155 $450,395 72,826 0.0%
2019-04-27 01:17 2019-04-25 Gottscho Richard A Officer - Executive Vice President & CTO OPT+S $209.26 7,248 $1,516,702 72,671 0.0%
2019-04-27 01:10 2019-04-25 TALWALKAR ABHIJIT Y Director SELL $203.00 3,988 $809,564 17,714 -18.4%
2019-04-08 23:01 2019-04-05 TALWALKAR ABHIJIT Y Director SELL $195.00 3,988 $777,660 21,702 -15.5%
2019-03-19 20:49 2019-03-15 LORD PATRICK J Officer - Senior Vice President OPT+S $185.00 9,177 $1,697,745 7,530 0.0%
2019-03-06 01:49 2019-03-01 JENNINGS KEVIN Officer - Senior Vice President OPT+S $177.41 8,569 $1,520,209 6,588 0.0%
2019-02-08 04:26 2019-02-06 JENNINGS KEVIN Officer - Senior Vice President OPT+S $180.00 1,692 $304,560 8,887 0.0%
2019-02-04 22:54 2019-02-01 Heckart Christine Director SELL $172.98 2,050 $354,616 2,310 -47.0%
2018-05-23 21:34 2018-05-22 Anstice Martin B Officer - Chief Executive Officer OPT+S $203.83 25,122 $5,120,713 129,259 0.0%
2018-05-02 21:03 2018-05-01 ARCHER TIMOTHY Officer - President and COO SELL $190.00 5,000 $950,000 66,089 -7.0%
2018-04-24 01:04 2018-04-20 LORD PATRICK J Officer - Senior Vice President OPT+S $193.65 6,208 $1,202,156 9,761 0.0%
2018-04-18 21:41 2018-04-17 ARCHER TIMOTHY Officer - President and COO SELL $210.00 5,000 $1,050,000 70,966 -6.6%
2018-03-24 01:25 2018-03-22 O'Dowd Sarah A Officer - Chief Legal Officer & SVP SELL $224.28 10,000 $2,242,800 37,832 -20.9%
2018-03-24 01:31 2018-03-21 ARCHER TIMOTHY Officer - President and COO OPT+S $221.41 16,574 $3,669,731 75,966 0.0%
2018-03-23 00:14 2018-03-21 Anstice Martin B Officer - Chief Executive Officer SELL $225.00 11,200 $2,520,000 129,136 -8.0%
2018-03-12 23:34 2018-03-09 ARCHER TIMOTHY Officer - President and COO SELL $214.28 6,465 $1,385,320 80,966 -7.4%
2018-03-10 00:35 2018-03-08 O'Dowd Sarah A Officer - SVP, Chief Legal Officer SELL $212.64 1,835 $390,194 47,832 -3.7%
2018-03-09 20:23 2018-03-07 Gottscho Richard A Officer - Executive Vice President OPT+S $210.02 16,866 $3,542,197 60,223 0.0%
2018-03-10 00:04 2018-03-08 LORD PATRICK J Officer - Senior Vice President SELL $212.15 4,656 $987,770 14,416 -24.4%
2018-01-25 20:32 2018-01-23 Varadarajan Seshasayee Officer - Group Vice President SELL $215.00 25,453 $5,472,395 57,400 -30.7%
2017-11-30 00:04 2017-11-28 Varadarajan Seshasayee Officer - Group Vice President OPT+S $214.01 50 $10,700 82,853 0.0%
2017-11-27 21:10 2017-11-24 LORD PATRICK J Officer - Group Vice President SELL $216.08 264 $57,045 12,242 -2.1%
2017-11-21 23:39 2017-11-17 Anstice Martin B Officer - President and CEO OPT+S $211.16 21,955 $4,636,018 123,257 0.0%
2017-11-17 21:27 2017-11-16 CANNON MICHAEL R Director SELL $212.43 9,000 $1,911,897 14,740 -37.9%
2017-10-19 19:50 2017-10-18 NEWBERRY STEPHEN G Director SELL $200.00 643 $128,600 7,537 -7.9%
2017-10-18 16:38 2017-10-17 NEWBERRY STEPHEN G Director SELL $195.09 750 $146,318 8,180 -8.4%
2017-10-16 19:45 2017-10-13 NEWBERRY STEPHEN G Director SELL $190.00 750 $142,500 8,930 -7.7%
2017-10-03 00:07 2017-09-28 ARCHER TIMOTHY Officer - Chief Operating Officer OPT+S $181.76 11,590 $2,106,598 67,831 0.0%
2017-10-02 22:05 2017-09-29 NEWBERRY STEPHEN G Director SELL $185.00 750 $138,750 9,680 -7.2%
2017-09-28 19:24 2017-09-27 NEWBERRY STEPHEN G Director SELL $180.00 750 $135,000 10,430 -6.7%
SHOW ENTRIES

How to Interpret $LRCX Trades

Not every insider transaction in LAM RESEARCH CORP is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $LRCX 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 LRCX

Insider activity data for LAM RESEARCH CORP 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 $LRCX, 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.