Technology / Semiconductors
Exclusive insider sentiment analysis for the Semiconductors 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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-11-10 01:39 | 2026-11-09 | MTSI | MACOM Technology Solutions Holdings, Inc. | Roth Ambra R. | Officer; SVP, GC and Secretary | Semiconductors | SALE | $226.65 | 9,497 | $2,152,457 | 15,666 | -37.7% |
| 2026-11-10 01:22 | 2026-11-06 | MTSI | MACOM Technology Solutions Holdings, Inc. | Kober John | Officer; Senior VP and CFO | Semiconductors | SALE | $207.16 | 22,009 | $4,559,283 | 35,580 | -38.2% |
| 2026-11-09 23:09 | 2026-11-09 | QCOM | QUALCOMM INC/DE | ACE HEATHER S | Officer; EVP, Chief HR Officer | Semiconductors | SALE | $165.42 | 3,200 | $529,344 | 39,379 | -7.5% |
| 2026-11-09 22:21 | 2026-11-06 | GFS | GLOBALFOUNDRIES Inc. | LAZAR JACK R | Director | Semiconductors | BUY | $38.00 | 10,000 | $380,000 | 38,094 | +35.6% |
| 2026-11-09 21:32 | 2026-11-05 | ADI | ANALOG DEVICES INC | STATA RAY | Director | Semiconductors | SALE | $377.44 | 1,416 | $534,460 | 104,599 | -1.3% |
| 2026-11-09 11:15 | 2026-11-05 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | SPLINTER MICHAEL R | Director | Semiconductors | BUY | $357.00 | 840 | $299,880 | 8,405 | +11.1% |
| 2026-11-07 01:03 | 2026-11-06 | QCOM | QUALCOMM INC/DE | ACEVEDO SYLVIA | Director | Semiconductors | SALE | $166.05 | 61 | $10,074 | 9,008 | -0.7% |
| 2026-11-06 23:03 | 2026-11-05 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer; Chief Legal Officer | Semiconductors | SALE | $38.82 | 335 | $13,005 | 7,119 | -4.5% |
| 2026-11-06 23:05 | 2026-11-05 | GFS | GLOBALFOUNDRIES Inc. | MOORTHY GANESH | Director | Semiconductors | BUY | $37.48 | 2,500 | $93,688 | 5,500 | +83.3% |
| 2026-11-06 21:30 | 2026-11-06 | QCOM | QUALCOMM INC/DE | CHAPLIN ANN C | Officer; EVP, GenCounsel&CorpSecretary | Semiconductors | SALE | $161.54 | 1,501 | $242,472 | 27,271 | -5.2% |
| 2026-11-06 21:05 | 2026-11-04 | ADI | ANALOG DEVICES INC | STATA RAY | Director | Semiconductors | SALE | $407.28 | 1,416 | $576,714 | 106,015 | -1.3% |
| 2026-11-06 11:10 | 2026-11-04 | NXPI | NXP Semiconductors N.V. | Foxx Anthony R | Director | Semiconductors | SALE | $263.60 | 400 | $105,440 | 2,942 | -12.0% |
| 2026-11-05 21:32 | 2026-11-03 | PI | IMPINJ INC | SYLEBRA CAPITAL LLC | Director | Semiconductors | SALE | $184.78 | 90,191 | $16,665,448 | 685,752 | -11.6% |
| 2026-11-04 21:13 | 2026-11-02 | AIP | Arteris, Inc. | Bayview Legacy, LLC | 10% owner | Semiconductors | SALE | $18.22 | 100,000 | $1,821,640 | 8,029,071 | -1.2% |
| 2026-11-04 21:12 | 2026-11-02 | AIP | Arteris, Inc. | JANAC K CHARLES | Director, Officer, 10% owner; President and CEO | Semiconductors | SALE | $18.22 | 100,000 | $1,821,640 | 8,029,071 | -1.2% |
| 2026-11-04 19:35 | 2026-11-04 | LSCC | LATTICE SEMICONDUCTOR CORP | Tamer Ford | Director, Officer; President & CEO | Semiconductors | BUY | $102.52 | 9,790 | $1,003,689 | 19,790 | +97.9% |
| 2026-11-04 17:19 | 2026-11-02 | INTC | INTEL CORP | TAN LIP BU | Director, Officer; CEO | Semiconductors | BUY | $64.73 | 150,000 | $9,709,680 | 1,464,669 | +11.4% |
| 2026-11-04 01:39 | 2026-11-02 | INDI | indie Semiconductor, Inc. | Wu Naixi | Officer; Chief Financial Officer | Semiconductors | OPT+S | $1.59 | 6,250 | $9,939 | 163,183 | -3.7% |
| 2026-11-03 22:30 | 2026-11-03 | LAES | SEALSQ Corp | Enguent Jean-Pierre | Officer; Vice President, R&DSS | Semiconductors | OPT+S | $1.38 | 35,000 | $48,328 | 0 | -100.0% |
| 2026-11-03 21:38 | 2026-11-02 | MRVL | Marvell Technology, Inc. | Koopmans Chris | Officer; President and COO | Semiconductors | SALE | $186.97 | 10,000 | $1,869,700 | 202,800 | -4.7% |
| 2026-11-03 21:22 | 2026-11-02 | ADI | ANALOG DEVICES INC | ROCHE VINCENT | Director, Officer; Chair & CEO | Semiconductors | OPT+S | $425.46 | 10,000 | $4,254,600 | 125,670 | -7.4% |
| 2026-11-03 13:07 | 2026-11-01 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Yuan Lipen | Officer; VP | Semiconductors | BUY | $71.49 | 1,000 | $71,490 | 8,000 | +14.3% |
| 2026-10-30 21:08 | 2026-10-29 | PI | IMPINJ INC | Rao Meera | Director | Semiconductors | SALE | $201.60 | 1,729 | $348,566 | 9,593 | -15.3% |
| 2026-10-30 20:25 | 2026-10-29 | TXN | TEXAS INSTRUMENTS INC | KIRK RONALD | Director | Semiconductors | OPT+S | $310.39 | 6,065 | $1,882,515 | 15,462 | -28.2% |
| 2026-10-30 20:18 | 2026-10-29 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer; Chief Legal Officer | Semiconductors | SALE | $45.37 | 335 | $15,199 | 7,454 | -4.3% |
| 2026-10-29 20:34 | 2026-10-27 | TXN | TEXAS INSTRUMENTS INC | SANCHEZ ROBERT E | Director | Semiconductors | OPT+S | $302.21 | 6,065 | $1,832,922 | 21,600 | -21.9% |
| 2026-10-29 20:34 | 2026-10-27 | TXN | TEXAS INSTRUMENTS INC | PATSLEY PAMELA H | Director | Semiconductors | OPT+S | $301.56 | 4,532 | $1,366,670 | 34,487 | -11.6% |
| 2026-10-29 20:35 | 2026-10-27 | TXN | TEXAS INSTRUMENTS INC | CLARK JANET F | Director | Semiconductors | OPT+S | $302.46 | 4,306 | $1,302,404 | 11,341 | -27.5% |
| 2026-10-29 20:01 | 2026-10-27 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer; Chief Technology Officer | Semiconductors | SALE | $164.12 | 27,500 | $4,513,369 | 5,552,397 | -0.5% |
| 2026-10-27 21:07 | 2026-10-26 | MTSI | MACOM Technology Solutions Holdings, Inc. | Kober John | Officer; Senior VP and CFO | Semiconductors | SALE | $236.60 | 1,027 | $242,988 | 34,405 | -2.9% |
| 2026-10-23 20:19 | 2026-10-22 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer; Chief Legal Officer | Semiconductors | SALE | $46.26 | 335 | $15,497 | 7,789 | -4.1% |
| 2026-10-23 20:02 | 2026-10-21 | SMTC | SEMTECH CORP | Walsh Paul V Jr | Director | Semiconductors | SALE | $139.44 | 500 | $69,720 | 26,100 | -1.9% |
| 2026-10-22 20:08 | 2026-10-20 | CRDO | Credo Technology Group Holding Ltd | Cheng Chi Fung | Director, Officer; Chief Technology Officer | Semiconductors | SALE | $172.62 | 27,500 | $4,747,113 | 5,579,897 | -0.5% |
| 2026-10-21 21:34 | 2026-10-20 | SYNA | SYNAPTICS Inc | Patel Rahul G. | Director, Officer; See remarks below | Semiconductors | SALE | $117.55 | 4,302 | $505,700 | 177,236 | -2.4% |
| 2026-10-21 20:58 | 2026-10-20 | ADI | ANALOG DEVICES INC | Puccio Richard C Jr | Officer; Chief Financial Officer | Semiconductors | SALE | $389.46 | 1,500 | $584,190 | 48,177 | -3.0% |
| 2026-10-21 20:41 | 2026-10-20 | CRUS | CIRRUS LOGIC, INC. | Baumgartner Jeffrey W | Officer; EVP, R&D | Semiconductors | SALE | $107.75 | 1,166 | $125,637 | 11,741 | -9.0% |
| 2026-10-21 20:13 | 2026-10-19 | CRDO | Credo Technology Group Holding Ltd | Brennan William Joseph | Director, Officer; Pres & Chief Executive Officer | Semiconductors | SALE | $174.87 | 16,666 | $2,914,305 | 1,584,164 | -1.0% |
| 2026-10-20 23:37 | 2026-10-20 | QCOM | QUALCOMM INC/DE | Palkhiwala Akash J. | Officer; EVP, CFO & COO | Semiconductors | SALE | $175.06 | 2,500 | $437,647 | 20,799 | -10.7% |
| 2026-10-20 23:03 | 2026-10-16 | MU | MICRON TECHNOLOGY INC | Deboer Scott J | Officer; Pres. & Chief Tech & Prod Offr | Semiconductors | SALE | $900.00 | 28,545 | $25,690,215 | 147,430 | -16.2% |
| 2026-10-19 21:29 | 2026-10-15 | LASR | NLIGHT, INC. | MOORE GEOFFREY | Director | Semiconductors | SALE | $34.57 | 4,452 | $153,906 | 81,265 | -5.2% |
| 2026-10-19 20:16 | 2026-10-15 | AMD | ADVANCED MICRO DEVICES INC | Norrod Forrest Eugene | Officer; EVP & GM DSG | Semiconductors | OPT+S | $540.70 | 17,262 | $9,333,586 | 353,317 | -4.7% |
| 2026-10-16 21:05 | 2026-10-15 | GFS | GLOBALFOUNDRIES Inc. | Azar Samak L | Officer; Chief Legal Officer | Semiconductors | SALE | $46.80 | 335 | $15,678 | 8,124 | -4.0% |
| 2026-10-16 20:40 | 2026-10-16 | MRVL | Marvell Technology, Inc. | Bharathi Sandeep | Officer; President, Data Center Group | Semiconductors | OPT+S | $234.97 | 3,685 | $865,864 | 58,748 | -5.9% |
| 2026-10-16 20:49 | 2026-10-16 | QCOM | QUALCOMM INC/DE | CHAPLIN ANN C | Officer; EVP, GenCounsel&CorpSecretary | Semiconductors | OPT+S | $174.75 | 1,827 | $319,268 | 25,770 | -6.6% |
| 2026-10-16 20:51 | 2026-10-14 | AMBQ | Ambiq Micro, Inc. | Chen Sean Chihhsiang | Officer; President and COO | Semiconductors | OPT+S | $51.50 | 15,000 | $772,439 | 106,268 | -12.4% |
| 2026-10-16 20:52 | 2026-10-15 | AMBQ | Ambiq Micro, Inc. | Esaka Fumihide | Director, Officer; Chief Executive Officer | Semiconductors | OPT+S | $51.00 | 5,000 | $255,018 | 443,900 | -1.1% |
| 2026-10-16 20:53 | 2026-10-15 | AMBQ | Ambiq Micro, Inc. | Hanson Scott McLean | Director, Officer; Chief Technology Officer | Semiconductors | OPT+S | $51.00 | 7,000 | $357,008 | 212,546 | -3.2% |
| 2026-10-16 20:26 | 2026-10-15 | MRVL | Marvell Technology, Inc. | MURPHY MATTHEW J | Director, Officer; Chairman of the Board and CEO | Semiconductors | OPT+S | $235.47 | 7,500 | $1,766,025 | 768,186 | -1.0% |
| 2026-10-16 00:10 | 2026-10-14 | MU | MICRON TECHNOLOGY INC | RAY MICHAEL CHARLES | Officer; SVP, Chief Legal Officer | Semiconductors | SALE | $929.64 | 6,288 | $5,845,568 | 56,288 | -10.0% |
| 2026-10-16 00:11 | 2026-10-14 | MU | MICRON TECHNOLOGY INC | RAY MICHAEL CHARLES | Officer; SVP, Chief Legal Officer | Semiconductors | SALE | $947.29 | 40 | $37,892 | 56,248 | -0.1% |
Strategic Analysis
Analyzing insider transactions within the Semiconductors 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.