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Company Analysis

RMBS Insider Trading

RAMBUS INC | Semiconductors & Related Devices

Comprehensive Trading Performance Summary

The investment history of corporate insiders at RAMBUS 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, %
2005-03-03 01:50 2005-03-01 HOROWITZ MARK Director SELL $17.38 23,692 $411,802 1,469,744 -1.6%
2005-02-26 03:05 2005-02-25 FARMWALD MIKE Director SELL $17.62 100,000 $1,762,210 2,970,936 -3.3%
2005-02-23 22:29 2005-02-22 TATE GEOFFREY Director SELL $18.15 33,300 $604,348 2,771,956 -1.2%
2005-02-18 21:36 2005-02-17 PATEL SAMIR Officer - Vice President OPT+S $18.04 22,111 $398,874 78,930 0.0%
2005-02-17 03:56 2005-02-15 DAVIDOW WILLIAM H Director SELL $18.58 20,000 $371,648 80,000 -20.0%
2005-02-12 00:50 2005-02-09 FARMWALD MIKE Director SELL $18.06 100,000 $1,806,060 3,070,936 -3.2%
2005-02-04 02:25 2005-02-01 HOROWITZ MARK Director SELL $17.99 23,692 $426,297 1,493,436 -1.6%
2005-01-21 04:00 2005-01-20 TATE GEOFFREY Director SELL $20.82 33,300 $693,176 2,805,256 -1.2%
2005-01-20 22:13 2005-01-18 DAVIDOW WILLIAM H Director SELL $20.97 20,000 $419,498 100,000 -16.7%
2005-01-05 02:29 2005-01-04 EULAU ROBERT K Officer - Chief Financial Officer OPT+S $21.66 10,000 $216,559 15,960 0.0%
2005-01-05 02:25 2005-01-03 HOROWITZ MARK Director SELL $23.09 23,692 $547,058 1,517,128 -1.5%
2004-12-21 00:41 2004-12-20 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $25.69 33,300 $855,590 2,838,556 -1.2%
2004-12-17 02:08 2004-12-15 DAVIDOW WILLIAM H Director SELL $27.47 20,000 $549,314 120,000 -14.3%
2004-12-03 01:53 2004-12-02 EULAU ROBERT K Officer - Chief Financial Officer OPT+S $24.34 10,000 $243,409 15,960 0.0%
2004-12-02 01:13 2004-12-01 HOROWITZ MARK Director SELL $23.52 23,692 $557,342 1,540,820 -1.5%
2004-11-23 22:51 2004-11-22 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $21.13 33,300 $703,589 2,840,322 -1.2%
2004-11-18 00:29 2004-11-16 EULAU ROBERT K Officer - Chief Financial Officer OPT+S $20.00 60,000 $1,200,000 15,960 0.0%
2004-11-16 03:22 2004-11-15 PATEL SAMIR Officer - Vice President OPT+S $19.45 40,000 $778,140 78,930 0.0%
2004-11-16 01:14 2004-11-15 DAVIDOW WILLIAM H Director SELL $19.29 20,000 $385,768 140,000 -12.5%
2004-11-02 22:33 2004-11-01 HOROWITZ MARK Director SELL $17.12 23,692 $405,704 1,649,512 -1.4%
2004-10-28 01:00 2004-10-26 HOROWITZ MARK Director SELL $16.63 23,692 $394,109 1,673,204 -1.4%
2004-10-23 02:30 2004-10-21 STARK LAURA Officer - Vice President OPT+S $17.77 10,000 $177,653 8,140 0.0%
2004-10-23 00:22 2004-10-20 DAVIDOW WILLIAM H Director SELL $17.66 20,000 $353,278 160,000 -11.1%
2004-10-22 02:26 2004-10-20 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $16.80 33,300 $559,390 2,873,622 -1.1%
2004-09-21 01:33 2004-09-20 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $16.59 33,300 $552,300 2,906,922 -1.1%
2004-09-16 19:28 2004-09-15 DAVIDOW WILLIAM H Director SELL $15.00 20,000 $300,000 180,000 -10.0%
2004-09-02 00:20 2004-09-01 HOROWITZ MARK Director SELL $13.04 26,660 $347,521 1,696,896 -1.5%
2004-08-24 01:10 2004-08-20 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $13.23 33,300 $440,609 2,940,222 -1.1%
2004-08-20 20:37 2004-08-18 DAVIDOW WILLIAM H Director SELL $15.00 20,000 $300,000 200,000 -9.1%
2004-08-03 02:07 2004-08-02 HOROWITZ MARK Director SELL $16.61 26,660 $442,935 1,723,556 -1.5%
2004-07-29 03:38 2004-07-26 DAVIDOW WILLIAM H Director SELL $15.98 20,000 $319,572 220,000 -8.3%
2004-07-23 00:20 2004-07-21 STARK LAURA Officer - Vice President OPT+S $16.64 10,000 $166,400 8,140 0.0%
2004-07-21 21:42 2004-07-20 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $17.33 33,300 $577,212 2,973,522 -1.1%
2004-07-02 02:04 2004-07-01 HOROWITZ MARK Director SELL $17.21 26,660 $458,944 1,750,216 -1.5%
2004-06-22 01:52 2004-06-21 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $15.98 33,300 $532,224 3,006,822 -1.1%
2004-06-02 02:07 2004-06-01 HOROWITZ MARK Director SELL $19.08 26,660 $508,609 1,776,876 -1.5%
2004-05-25 00:24 2004-05-20 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $18.90 33,300 $629,417 3,040,122 -1.1%
2004-05-06 21:00 2004-05-04 EULAU ROBERT K Officer - Chief Financial Officer OPT+S $20.00 11,870 $237,400 15,656 0.0%
2004-05-04 04:41 2004-05-03 HOROWITZ MARK Director SELL $18.69 26,660 $498,310 1,803,536 -1.5%
2004-04-29 23:09 2004-04-27 STARK LAURA Officer - Vice President OPT+S $21.77 31,000 $674,926 5,195 0.0%
2004-04-26 23:57 2004-04-23 MAY RONALD Officer - VP, Corporate Marketing OPT+S $24.93 15,000 $374,009 0 0.0%
2004-04-21 23:45 2004-04-20 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $25.07 33,300 $834,928 3,073,422 -1.1%
2004-04-05 21:53 2004-04-02 DANFORTH JOHN D Officer - Sr. VP and General Counsel OPT+S $28.46 20,000 $569,132 5,451 0.0%
2004-04-05 21:54 2004-04-02 EULAU ROBERT K Officer - Chief Financial Officer OPT+S $28.46 10,000 $284,566 14,128 0.0%
2004-04-02 00:14 2004-04-01 HOROWITZ MARK Director SELL $28.54 26,660 $760,866 1,870,196 -1.4%
2004-03-23 23:46 2004-03-22 TATE GEOFFREY Director, Officer - Chief Executive Officer SELL $26.67 33,300 $888,114 3,106,722 -1.1%
2004-03-05 00:31 2004-03-03 DANFORTH JOHN D Officer - Sr. VP of General Counsel OPT+S $31.66 40,000 $1,266,576 5,451 0.0%
2004-03-05 00:31 2004-03-02 EULAU ROBERT K Officer - Chief Financial Officer OPT+S $32.23 10,000 $322,280 14,128 0.0%
2004-03-02 02:27 2004-02-26 LARSEN ED Officer - Senior Vice President OPT+S $33.05 150,000 $4,957,155 3,852 0.0%
2004-03-02 02:26 2004-02-26 MOORING DAVID G Director, Officer - Executive Board Member OPT+S $32.93 160,483 $5,283,951 572,527 0.0%
SHOW ENTRIES

How to Interpret $RMBS Trades

Not every insider transaction in RAMBUS INC is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $RMBS 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 RMBS

Insider activity data for RAMBUS 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 $RMBS, 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.