Insider Cluster (2 insiders) ·Filed May 18, 2026

MRVL

Marvell Technology, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $2.0M total
Actionable Insight • Neutral

The $2.03M in insider sales is negligible for a $163.6B company. No bearish signal — treat as routine portfolio management. Monitor next earnings for any guidance changes, but this cluster alone does not warrant action.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
MRVL ▲ +28.64% at T+60d
NEUTRAL call ✓ call won +28.64% · α vs SPY +24.06% · entry $168.75 → $217.08
Entry anchored
May 18, 01:15 PM ET
via exchange tick
T+1d
+4.43%
call +4.43% · α +5.08%
$176.23
settled 5mo ago
T+5d
+23.27%
call +23.27% · α +21.65%
$208.02
settled 4mo ago
T+20d
+83.04%
call +83.04% · α +80.85%
$308.88
settled 4mo ago
T+60d
+28.64%
call +28.64% · α +24.06%
$217.08
settled 7w ago

Price Chart

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Executive Summary

CEO Matthew Murphy and CFO Willem Meintjes sold a combined $2.03M in open-market MRVL shares over a 3-day window, representing ~0.0012% of the $163.6B market cap. The CEO also exercised and tax-withheld shares on May 20, a routine non-cash event. At this scale, the sales are trivial relative to company size and likely reflect routine portfolio diversification, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$2.0M
Insiders
2

Key Facts

  • CEO Matthew Murphy sold 7,500 shares for $1.33M on 2026-05-13 at $177.26.
  • CFO Willem Meintjes sold 4,000 shares for $701K on 2026-05-15 at $175.24.
  • Total open-market sales: $2.03M, or ~0.0012% of MRVL's $163.6B market cap.
  • CEO also exercised 117,742 derivative shares at $0 and surrendered 61,992 shares for tax withholding on 2026-05-20 (non-cash, $0 economic value).
  • No 10b5-1 plan disclosure in the cluster data; sales are small and isolated.
  • MRVL has 84% analyst bullish consensus; recent insider activity (30d) shows 3 sells totaling $3.7M — this cluster is consistent with that pattern.

Financial Impact

Total open-market sales of $2.03M, representing ~0.0012% of market cap — immaterial.

insider holdings

Risk Factors

  • Insider sales at this scale are not predictive; no material risk to MRVL's outlook.
  • If future clusters show larger dollar amounts or involve multiple C-suite executives selling concurrently, reassess.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
84% bullish (50 analysts)

Investment Themes

Artificial IntelligenceSemiconductors

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MRVL-1779409327071
31 reports for MRVL
Performance horizon
83% Hit rate 10 of 12 directional calls best @ T+60▲ +145.40%Mar 5, 2026
Filters
Rows
Reports for MRVL — sortable, filterable
TypeNow
Sep 23, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$260.90 $260.54▼ −0.14%▼ −0.27%$272.32 (+4.38%)
Sep 10, 2026
22d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$226.96 $240.76▲ +6.08%▲ +6.58%$272.32 (+19.99%)
Sep 1, 2026
4w ago
144
NEUTRAL ★ 3/10
$206.45 $226.96▲ +9.94%▲ +10.89%$272.32 (+31.91%)
Aug 21, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$237.04 $216.62▼ −8.61%▼ −9.09%$272.32 (+14.88%)
Aug 19, 2026
6w ago
8-K
BULLISH ★ 7/10
$237.27 $245.11▲ +3.30%▲ +3.69%$272.32 (+14.77%)
Aug 17, 2026
6w ago
144
NEUTRAL ★ 2/10
$216.00 $240.38▲ +11.29%▲ +11.49%$272.32 (+26.07%)
Jul 17, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$188.68 $209.32▲ +10.94%▲ +11.63%$272.32 (+44.33%)
Jun 25, 2026
14w ago
8-K
NEUTRAL ★ 2/10
$266.77 $245.29▼ −8.05%▼ −10.22%$272.32 (+2.08%)
Jun 23, 2026
14w ago
144
NEUTRAL ★ 2/10
$276.70 $272.05▼ −1.68%▼ −3.39%$272.32 (−1.58%)
Jun 17, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$310.58 $281.26▼ −9.44%▼ −7.77%$272.32 (−12.32%)
Showing 10 of 31

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Report published May 22, 2026