Insider Cluster (3 insiders) ·Filed Jul 27, 2026

GFS

GLOBALFOUNDRIES Inc.
NEUTRAL
Impact 2/10
Horizondays Processed2mo ago
Insider cluster: 3 insiders, $0.3M total
Actionable Insight • Neutral

Insider selling is trivial in size and likely liquidity-driven. No actionable signal for traders. Monitor upcoming quarterly earnings for fundamental changes, but this cluster does not warrant a position adjustment.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
GFS ▼ -13.60% at T+20d
NEUTRAL call ✗ call lost -13.60% · α vs SPY -16.89% · entry $53.18 → $45.95
Next anchor: T+60d in 17d
Latest observation: T+46 +7.40% FF3 residual α
Entry anchored
Jul 24, 03:59 PM ET
via exchange tick
T+1d
-7.82%
call -7.82% · α -8.06%
$49.02
settled 2mo ago
T+5d
-6.00%
call -6.00% · α -7.07%
$49.99
settled 2mo ago
T+20d
-13.60%
call -13.60% · α -16.89%
$45.95
settled 6w ago
T+60d
—
call — · α —
—
in 17d

Price Chart

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Executive Summary

Three GFS insiders, including the Chief Legal Officer and Chief Strategy Officer, sold a total of approximately $293K in open-market sales over a 7-day window. A director also sold $233K worth of shares. The total dollar value is trivial relative to GFS's $29.8B market cap (0.001%), and the sales are likely routine portfolio diversification or tax-related, not a bearish signal. The historical calibration for this ticker shows very poor past call performance (14% win rate at T+20), further supporting a low-impact neutral read.

Key Financial Metrics

Direction
selling
Total Value
$293.0K
Insiders
3

Key Facts

  • Three insiders sold shares: Director Glenda Dorchak ($233K), Chief Legal Officer Azar Samak ($19K), Chief Strategy Officer Hogan ($41K).
  • Total open-market sales of ~$293K represent ~0.001% of GFS's $29.8B market cap — trivial.
  • One non-cash gift of 100 shares from Hogan (no economic signal).
  • No insider buying in the cluster; the 30-day prior activity shows 1 buy for $767 and 7 sells for $517K, consistent with routine selling.
  • Historical reports on GFS have a 14% win rate at T+20, suggesting the stock has been underperforming regardless of filing content.

Financial Impact

Total insider sales of ~$293K, or 0.001% of market cap — immaterial.

dilution

Risk Factors

  • Insider selling could accelerate if the stock continues its recent decline (historical T+20 performance is poor).
  • No insider buying to offset the selling pattern, which may indicate lack of confidence at current levels.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
62% bullish (26 analysts)

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GFS-1785215166845
42 reports for GFS
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+60▲ +41.65%May 27, 2026
Filters
Rows
Reports for GFS — sortable, filterable
TypeNow
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$45.95 $48.57▲ +5.70%▲ +5.69%$50.17 (+9.18%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$47.33 $45.84▼ −3.15%▼ −3.15%$50.17 (+6.00%)
Aug 5, 2026
8w ago
6-K
MIXED ★ 6/10
$49.46 $43.97▼ −11.10%▼ −10.50%$50.17 (+1.44%)
Aug 5, 2026
8w ago
6-K
MIXED ★ 5/10
$49.46 $43.97▼ −11.10%▼ −10.50%$50.17 (+1.44%)
Jul 27, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$53.18 $45.95▼ −13.60%▼ −16.89%$50.17 (−5.66%)
Jul 24, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$53.53 $48.05▼ −10.24%▼ −13.86%$50.17 (−6.28%)
Jul 22, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$58.49 $48.58▼ −16.94%▼ −19.84%$50.17 (−14.22%)
Jul 20, 2026
10w ago
144
NEUTRAL ★ 2/10
$56.81 $53.44▼ −5.93%▼ −10.05%$50.17 (−11.69%)
Jul 10, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$68.97 $53.93▼ −21.81%▼ −24.23%$50.17 (−27.26%)
Jun 29, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$82.41 $53.18▼ −35.47%▼ −34.44%$50.17 (−39.12%)
Showing 10 of 42

US Market Status

Market Closed — Opens Mon (37h 48m)

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Report published Jul 28, 2026