Insider Cluster (2 insiders) ·Filed Sep 10, 2026

LRCX

LAM RESEARCH CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed21d 20h ago
Insider cluster: 2 insiders, $8.8M total
Actionable Insight • Neutral

This insider selling is trivial in size and carries no directional signal. Traders should ignore this cluster and focus on LRCX's fundamentals and upcoming earnings.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d ⚠ clustered
LRCX ▼ -9.63% at T+5d
NEUTRAL call ✗ call lost -9.63% · α vs SPY -9.13% · entry $298.01 → $269.31
Next anchor: T+20d in 6d
Latest observation: T+15 +10.14% FF3 residual α
Entry anchored
Sep 10, 01:04 PM ET
via 1-min bar
T+1d
+0.07%
call +0.07% · α -0.78%
$298.22
settled 21d ago
T+5d
-9.63%
call -9.63% · α -9.13%
$269.31
settled 15d ago
T+20d
—
call — · α —
—
in 6d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

Two LRCX insiders (a director and a senior VP) sold a combined $8.83M in open-market shares over a 7-day window. The total value is negligible relative to LRCX's $395B market cap (~0.002%), making this a routine, non-informative cluster of insider sales.

Key Financial Metrics

Direction
selling
Total Value
$8.8M
Insiders
2

Key Facts

  • Director Bethany Mayer sold 9,557 shares at $314.74 for $3.01M on 2026-09-09.
  • Senior VP Seshasayee Varadarajan sold 20,000 shares at $291.32 for $5.83M on 2026-09-02.
  • Total insider sales of $8.83M represent ~0.002% of LRCX's $395.2B market cap.
  • No 10b5-1 pattern or clustering beyond two trades; sales are likely liquidity-driven.

Financial Impact

Total insider sales of $8.83M represent ~0.002% of market cap, well below the 0.1% materiality threshold.

insider selling

Risk Factors

  • No material risk from this insider activity.

Market Snapshot

Exchange
Nasdaq
Sector
Special Industry Machinery, NEC
Analyst Consensus
85% bullish (41 analysts)

Investment Themes

Semiconductors

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-LRCX-1789059893791
5 reports for LRCX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for LRCX — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$298.01 $269.31▼ −9.63%▼ −9.13%$340.10 (+14.12%)
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$298.01 $269.31▼ −9.63%▼ −9.13%$340.10 (+14.12%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$292.66 $298.22▲ +1.90%▲ +3.05%$340.10 (+16.21%)
Apr 27, 2026
22w ago
Insider Cluster
NEUTRAL ★ 2/10
$259.38 $258.20▼ −0.45%▼ −0.85%$340.10 (+31.12%)
Apr 22, 2026
23w ago
8-K
BULLISH ★ 8/10
$258.33 $248.75▼ −3.71%▼ −5.18%$340.10 (+31.66%)
Showing 5 of 5

US Market Status

Market Closed — Opens in 2m

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Report published Sep 10, 2026