Two senior executives — CFO Grant Brown and SVP Philip Chesley — sold a combined $1.04M in open-market sales on the same day at $97.50. While the dollar amount is modest relative to Qorvo's $8.5B market cap (~0.012%), the CFO's participation and the simultaneous timing elevate the bearish signal marginally. No 10b5-1 plan or routine pattern was disclosed, and the stock has drifted down ~6% over the past month, suggesting insiders may be reducing exposure ahead of potential headwinds in the semiconductor cycle.
Price Chart
Executive Summary
Two senior executives — CFO Grant Brown and SVP Philip Chesley — sold a combined $1.04M in open-market sales on the same day at $97.50. While the dollar amount is modest relative to Qorvo's $8.5B market cap (~0.012%), the CFO's participation and the simultaneous timing elevate the bearish signal marginally. No 10b5-1 plan or routine pattern was disclosed, and the stock has drifted down ~6% over the past month, suggesting insiders may be reducing exposure ahead of potential headwinds in the semiconductor cycle.
Key Financial Metrics
Key Facts
- CFO Grant Brown sold 5,179 shares at $97.50 for ~$505K.
- SVP Philip Chesley sold 5,487 shares at $97.50 for ~$535K.
- Both sales occurred on 2026-08-17 at the same price point.
- Total disposition: ~$1.04M, ~0.012% of market cap.
- No apparent 10b5-1 or routine vesting/cover pattern disclosed.
Financial Impact
~$1.04M in insider selling, representing 0.012% of $8.5B market cap — below materiality threshold.
Risk Factors
- Insider selling may signal weaker demand in Qorvo's end markets (mobile, defense, infrastructure) ahead of upcoming earnings.
- CFO selling carries more weight than mid-level executives; could prefigure guidance revision.
- Stock has underperformed recently; further insider sales could accelerate selling pressure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-QRVO-1787120806383 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 144 | $107.98 $117.21 | ▲ +8.55% | ▲ +8.44% | $113.08 (+4.72%) |
Sep 11, 2026 21d ago | 425 | $116.65 $117.18 | ▲ +0.45% | ▲ +0.68% | $113.08 (−3.06%) |
Sep 3, 2026 29d ago | Insider Cluster | $100.38 $116.65 | ▲ +16.21% | ▲ +17.36% | $113.08 (+12.65%) |
Sep 2, 2026 29d ago | 144 | $100.38 $116.65 | ▲ +16.21% | ▲ +17.36% | $113.08 (+12.65%) |
Sep 2, 2026 4w ago | 144 | $100.16 $112.36 | ▲ +12.19% | ▲ +13.14% | $113.08 (+12.90%) |
Sep 2, 2026 4w ago | 425 | $100.16 $112.36 | ▲ +12.19% | ▲ +13.14% | $113.08 (+12.90%) |
Aug 18, 2026 6w ago | Insider Cluster | $95.37 $94.34 | ▲ +1.07% | ▲ +0.87% | $113.08 (−18.58%) |
Aug 10, 2026 7w ago | 425 | $96.68 $95.37 | ▼ −1.36% | ▼ −0.96% | $113.08 (+16.96%) |
Aug 3, 2026 8w ago | 425 | $89.49 $97.00 | ▲ +8.39% | ▲ +6.36% | $113.08 (+26.36%) |
Jul 15, 2026 11w ago | Press Release | $83.50 $86.73 | ▲ +3.87% | ▲ +5.54% | $113.08 (+35.43%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access