Technology / Semiconductor Equipment & Materials
Exclusive insider sentiment analysis for the Semiconductor Equipment & Materials sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-23 18:11 | 2026-07-22 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | Semiconductor Equipment & Materials | SALE | $29.84 | 1,488 | $44,402 | 216,508 | -0.7% |
| 2026-07-22 20:12 | 2026-07-21 | IPGP | IPG PHOTONICS CORP | Valentin Gapontsev Trust I | 10% owner | Semiconductor Equipment & Materials | SALE | $102.31 | 56,316 | $5,761,476 | 6,670,283 | -0.8% |
| 2026-07-21 20:21 | 2026-07-17 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | Semiconductor Equipment & Materials | SALE | $29.69 | 24,204 | $718,617 | 216,880 | -10.0% |
| 2026-07-20 20:38 | 2026-07-16 | AMKR | AMKOR TECHNOLOGY, INC. | ROGERS MARK N | Officer; EVP & General Counsel | Semiconductor Equipment & Materials | OPT+S | $65.12 | 5,000 | $325,600 | 38,904 | -11.4% |
| 2026-07-17 18:23 | 2026-07-16 | AEHR | AEHR TEST SYSTEMS | SCOTT GEOFFREY GATES | Director; Director | Semiconductor Equipment & Materials | SALE | $82.13 | 20,000 | $1,642,650 | 30,000 | -40.0% |
| 2026-07-16 21:30 | 2026-07-15 | FORM | FORMFACTOR INC | SLESSOR MIKE | Director, Officer; CEO | Semiconductor Equipment & Materials | SALE | $118.31 | 4,735 | $560,195 | 430,412 | -1.1% |
| 2026-07-16 20:36 | 2026-07-14 | AMKR | AMKOR TECHNOLOGY, INC. | Faust Megan | Officer; CFO | Semiconductor Equipment & Materials | SALE | $69.91 | 1,000 | $69,910 | 136,105 | -0.7% |
| 2026-07-16 17:17 | 2026-07-15 | TER | TERADYNE, INC | MATZ MARILYN | Director | Semiconductor Equipment & Materials | SALE | $356.31 | 1,200 | $427,572 | 16,241 | -6.9% |
| 2026-07-16 17:22 | 2026-07-15 | TER | TERADYNE, INC | Smith Gregory Stephen | Director, Officer; President and CEO | Semiconductor Equipment & Materials | SALE | $356.31 | 4,000 | $1,425,240 | 116,495 | -3.3% |
| 2026-07-16 17:22 | 2026-07-15 | COHU | COHU INC | BOHRSON CHRISTOPHER | Officer; Sr VP & Chief Customer Officer | Semiconductor Equipment & Materials | SALE | $57.92 | 1,000 | $57,920 | 170,702 | -0.6% |
| 2026-07-14 16:56 | 2026-07-13 | LRCX | LAM RESEARCH CORP | TALWALKAR ABHIJIT Y | Director | Semiconductor Equipment & Materials | SALE | $335.00 | 18,282 | $6,124,470 | 87,142 | -17.3% |
| 2026-07-10 20:55 | 2026-07-09 | AMBA | AMBARELLA INC | Chen Yun-Lung | Officer; VP, Business Dev. & Marketing | Semiconductor Equipment & Materials | SALE | $78.66 | 5,958 | $468,656 | 60,557 | -9.0% |
| 2026-07-10 20:32 | 2026-07-08 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | Semiconductor Equipment & Materials | SALE | $26.82 | 13,468 | $361,182 | 222,931 | -5.7% |
| 2026-07-07 23:38 | 2026-07-01 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | Semiconductor Equipment & Materials | SALE | $26.55 | 13,488 | $358,117 | 226,298 | -5.6% |
| 2026-07-07 23:06 | 2026-07-02 | UCTT | Ultra Clean Holdings, Inc. | HARDING BRIAN E | Officer; Chief Accounting Officer | Semiconductor Equipment & Materials | SALE | $128.75 | 3,837 | $494,020 | 33,581 | -10.3% |
| 2026-07-06 20:05 | 2026-07-02 | KLAC | KLA CORP | Higgins Bren D. | Officer; EVP & Chief Financial Officer | Semiconductor Equipment & Materials | SALE | $265.69 | 27,701 | $7,359,879 | 263,472 | -9.5% |
| 2026-07-06 20:05 | 2026-07-02 | KLAC | KLA CORP | Kirloskar Virendra A | Officer; SVP & Chief Accounting Officer | Semiconductor Equipment & Materials | SALE | $265.69 | 196 | $52,075 | 19,575 | -1.0% |
| 2026-07-06 16:33 | 2026-07-02 | LRCX | LAM RESEARCH CORP | ARCHER TIMOTHY | Officer; President and CEO | Semiconductor Equipment & Materials | OPT+S | $390.01 | 30,000 | $11,700,300 | 1,075,966 | -2.7% |
| 2026-07-06 10:03 | 2026-07-02 | NVMI | NOVA LTD. | Waisman Gabriel | Officer; CEO & President | Semiconductor Equipment & Materials | SALE | $501.30 | 2,966 | $1,486,856 | 28,714 | -9.4% |
| 2026-07-02 20:05 | 2026-07-01 | KLAC | KLA CORP | Wilkinson Mary Beth | Officer; EVP, CLO and Secretary | Semiconductor Equipment & Materials | SALE | $285.30 | 14,392 | $4,106,038 | 53,367 | -21.2% |
| 2026-07-02 20:05 | 2026-07-01 | ATOM | Atomera Inc | Mears Robert J | Officer; Chief Technology Officer | Semiconductor Equipment & Materials | SALE | $8.40 | 1,000 | $8,400 | 271,715 | -0.4% |
| 2026-07-02 20:58 | 2026-07-01 | AMBA | AMBARELLA INC | Ju Chi-Hong | Officer; Senior VP, Systems & GM | Semiconductor Equipment & Materials | SALE | $88.84 | 10,000 | $888,400 | 155,924 | -6.0% |
| 2026-07-02 20:57 | 2026-07-01 | AMBA | AMBARELLA INC | Wang Feng-Ming | Director, Officer; CEO | Semiconductor Equipment & Materials | SALE | $90.08 | 16,250 | $1,463,800 | 773,607 | -2.1% |
| 2026-07-02 17:11 | 2026-07-01 | TER | TERADYNE, INC | JOHNSON MERCEDES | Director | Semiconductor Equipment & Materials | SALE | $460.00 | 167 | $76,820 | 6,697 | -2.4% |
| 2026-07-01 20:36 | 2026-06-29 | IPGP | IPG PHOTONICS CORP | IP FIBRE DEVICES LTD | 10% owner | Semiconductor Equipment & Materials | SALE | $103.64 | 65,700 | $6,809,233 | 6,463,302 | -1.0% |
| 2026-07-01 21:19 | 2026-06-29 | AMAT | APPLIED MATERIALS INC /DE | DICKERSON GARY E | Director, Officer; President and CEO | Semiconductor Equipment & Materials | SALE | $709.26 | 78,321 | $55,550,321 | 1,599,843 | -4.7% |
| 2026-07-01 20:32 | 2026-06-29 | IPGP | IPG PHOTONICS CORP | SCHERBAKOV EUGENE A | Director, 10% owner | Semiconductor Equipment & Materials | SALE | $101.55 | 1,524 | $154,757 | 49,734 | -3.0% |
| 2026-07-01 20:34 | 2026-06-29 | IPGP | IPG PHOTONICS CORP | Lopresti Angelo P | Officer, 10% owner; SVP, Secretary & Gen Counsel | Semiconductor Equipment & Materials | SALE | $110.33 | 1,000 | $110,330 | 59,841 | -1.6% |
| 2026-06-30 21:17 | 2026-06-26 | AMBA | AMBARELLA INC | PAISLEY CHRISTOPHER B | Director | Semiconductor Equipment & Materials | SALE | $62.01 | 250 | $15,503 | 41,029 | -0.6% |
| 2026-06-26 22:00 | 2026-06-24 | SODI | SOLITRON DEVICES INC | Olesen Value Fund L.P. | 10% owner | Semiconductor Equipment & Materials | SALE | $26.60 | 27,352 | $727,500 | 229,670 | -10.6% |
| 2026-06-25 12:30 | 2026-06-22 | NVMI | NOVA LTD. | Garty Yaniv | Director | Semiconductor Equipment & Materials | SALE | $581.20 | 366 | $212,719 | 2,006 | -15.4% |
| 2026-06-24 18:36 | 2026-06-22 | NVMI | NOVA LTD. | Simon Zehava | Director | Semiconductor Equipment & Materials | SALE | $556.46 | 820 | $456,299 | 1,951 | -29.6% |
| 2026-06-24 18:32 | 2026-06-22 | NVMI | NOVA LTD. | Oppenhaim Eitan | Director | Semiconductor Equipment & Materials | SALE | $581.20 | 1,290 | $749,748 | 6,421 | -16.7% |
| 2026-06-24 18:34 | 2026-06-22 | NVMI | NOVA LTD. | Sagiv Sarit | Director | Semiconductor Equipment & Materials | SALE | $556.46 | 820 | $456,299 | 1,951 | -29.6% |
| 2026-06-23 20:24 | 2026-06-22 | IPGP | IPG PHOTONICS CORP | Agnes Tang | Director | Semiconductor Equipment & Materials | SALE | $117.85 | 1,511 | $178,078 | 9,588 | -13.6% |
| 2026-06-23 18:34 | 2026-06-18 | TRT | TRIO-TECH INTERNATIONAL | ADELMAN JASON T | Director | Semiconductor Equipment & Materials | OPT+S | $15.36 | 10,000 | $153,600 | 140,094 | -6.7% |
| 2026-06-22 21:38 | 2026-06-18 | AMAT | APPLIED MATERIALS INC /DE | Raja Prabu G. | Officer; President, Semi. Products Grp. | Semiconductor Equipment & Materials | SALE | $633.53 | 10,000 | $6,335,300 | 346,642 | -2.8% |
| 2026-06-22 13:29 | 2026-06-18 | KLIC | KULICKE & SOFFA INDUSTRIES INC | Wong Lester A | Officer; Interim CEO and CFO | Semiconductor Equipment & Materials | SALE | $121.71 | 60,000 | $7,302,552 | 50,743 | -54.2% |
| 2026-06-18 20:55 | 2026-06-17 | AMBA | AMBARELLA INC | Young John Alexander | Officer; CFO | Semiconductor Equipment & Materials | SALE | $67.54 | 5,033 | $339,946 | 112,590 | -4.3% |
| 2026-06-18 20:55 | 2026-06-17 | AMBA | AMBARELLA INC | Lee Chan W | Officer; Chief Operations Officer | Semiconductor Equipment & Materials | SALE | $67.87 | 2,951 | $200,284 | 157,098 | -1.8% |
| 2026-06-18 20:54 | 2026-06-17 | AMBA | AMBARELLA INC | Ju Chi-Hong | Officer; Senior VP, Systems & GM | Semiconductor Equipment & Materials | SALE | $67.87 | 2,017 | $136,894 | 165,924 | -1.2% |
| 2026-06-18 20:54 | 2026-06-17 | AMBA | AMBARELLA INC | Wang Feng-Ming | Director, Officer; CEO | Semiconductor Equipment & Materials | SALE | $67.87 | 6,204 | $421,065 | 799,857 | -0.8% |
| 2026-06-18 20:36 | 2026-06-16 | AMKR | AMKOR TECHNOLOGY, INC. | ROGERS MARK N | Officer; EVP & General Counsel | Semiconductor Equipment & Materials | OPT+S | $86.21 | 5,000 | $431,050 | 38,904 | -11.4% |
| 2026-06-18 00:00 | 2026-06-15 | ATOM | Atomera Inc | BIBAUD SCOTT A. | Director, Officer; CEO and President | Semiconductor Equipment & Materials | OPT+S | $9.37 | 50,000 | $468,500 | 695,761 | -6.7% |
| 2026-06-18 00:00 | 2026-06-15 | ATOM | Atomera Inc | Laurencio Francis | Officer; CFO | Semiconductor Equipment & Materials | OPT+S | $9.44 | 20,400 | $192,576 | 253,353 | -7.5% |
| 2026-06-18 00:00 | 2026-06-15 | ATOM | Atomera Inc | Mears Robert J | Officer; Chief Technology Officer | Semiconductor Equipment & Materials | OPT+S | $9.46 | 8,182 | $77,402 | 272,715 | -2.9% |
| 2026-06-17 22:09 | 2026-06-15 | AMAT | APPLIED MATERIALS INC /DE | Nalamasu Omkaram | Officer; Senior Vice President, CTO | Semiconductor Equipment & Materials | SALE | $592.98 | 35,000 | $20,754,199 | 146,916 | -19.2% |
| 2026-06-17 22:14 | 2026-06-16 | AMAT | APPLIED MATERIALS INC /DE | Iannotti Thomas J | Director | Semiconductor Equipment & Materials | SALE | $599.77 | 9,250 | $5,547,873 | 40,559 | -18.6% |
| 2026-06-17 21:57 | 2026-06-15 | AMAT | APPLIED MATERIALS INC /DE | Deane Timothy M | Officer; SVP, Applied Global Services | Semiconductor Equipment & Materials | SALE | $590.76 | 8,621 | $5,092,984 | 134,631 | -6.0% |
| 2026-06-17 22:04 | 2026-06-15 | AMAT | APPLIED MATERIALS INC /DE | DICKERSON GARY E | Director, Officer; President and CEO | Semiconductor Equipment & Materials | SALE | $593.24 | 83,000 | $49,239,086 | 1,695,164 | -4.7% |
Strategic Analysis
Analyzing insider transactions within the Semiconductor Equipment & Materials sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
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.