The insider sales are routine and economically insignificant. The recent earnings beat and raised guidance (April 22 8-K) are the more relevant catalysts. Monitor for any unusual insider activity that exceeds 0.1% of market cap in a cluster.
Price Chart
Executive Summary
Two Lam Research insiders sold a total of $6.19M in open-market transactions over the past week, but the amount is trivial relative to the company's $321B market cap (0.002%). The sales occurred shortly after a strong earnings report and raised guidance, suggesting routine portfolio diversification rather than a negative signal.
Key Financial Metrics
Key Facts
- Ava Harter (Chief Legal Officer) sold 6,000 shares at $258.66, totaling $1.55M.
- Neil J Fernandes (Senior Vice President) sold 18,170 shares at $255.14, totaling $4.64M.
- Total cluster value: $6.19M, representing ~0.002% of market cap.
- Recent 8-K (April 22) reported Q3 revenue of $5.84B and raised guidance, with bullish analyst sentiment.
Financial Impact
Total insider sales of $6.19M are immaterial relative to $321B market cap.
Risk Factors
- None material based on cluster size.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LRCX-1777915489094 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Insider Cluster | $298.01 $269.31 | ▼ −9.63% | ▼ −9.13% | $347.49 (+16.60%) |
Sep 10, 2026 22d ago | Insider Cluster | $298.01 $269.31 | ▼ −9.63% | ▼ −9.13% | $347.49 (+16.60%) |
Sep 3, 2026 29d ago | Insider Cluster | $292.66 $298.22 | ▲ +1.90% | ▲ +3.05% | $347.49 (+18.74%) |
Apr 27, 2026 22w ago | Insider Cluster | $259.38 $258.20 | ▼ −0.45% | ▼ −0.85% | $347.49 (+33.97%) |
Apr 22, 2026 23w ago | 8-K | $258.33 $248.75 | ▼ −3.71% | ▼ −5.18% | $347.49 (+34.52%) |
US Market Status
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