The director sales are too small to signal anything about SITM's outlook. The tax-withholding cluster is a routine post-vesting event. Monitor for any open-market purchases by C-suite executives, which would carry a stronger signal per academic literature. The next quarterly earnings release is the likely next catalyst.
Price Chart
Executive Summary
Two SITM directors sold a combined ~$1.0M in open-market sales on August 17, 2026, while the CEO, CFO, and other executives surrendered shares for tax withholding on August 20, 2026, following vesting events. The director sales are modest relative to SITM's $18.5B market cap (~0.005%), and the tax-withholding transactions are non-cash events with no economic signal. The cluster is dominated by routine, non-informative transactions, and historical calibration data shows past bullish calls on SITM have been heavily penalized (avg T+20 alpha -5.16%, 33% win rate), reinforcing a neutral stance.
Key Financial Metrics
Key Facts
- Director Frank Edward H. sold 1,000 shares at $745.00 for $745K on 2026-08-17.
- Director Kreindl Torsten sold 345 shares at $750.12 for $259K on 2026-08-17.
- Total open-market sales: ~$1.0M, representing ~0.005% of SITM's $18.5B market cap.
- CEO Rajesh Vashist, CFO Elizabeth Howe, and four other executives surrendered shares for tax withholding on 2026-08-20 — non-cash, non-informative events.
- Tax-withholding transactions totaled ~$40.6M in notional value but represent $0 economic value to the insiders.
- No open-market purchases were reported in the cluster window.
- Historical calibration data shows past bullish calls on SITM have a 33% win rate at T+20 with avg alpha of -5.16%.
Financial Impact
Open-market sales of ~$1.0M (0.005% of market cap) are trivial. Tax-withholding transactions of ~$40.6M are non-cash and non-informative.
Risk Factors
- No C-suite open-market buying to offset the director sales.
- Historical calibration shows past bullish calls on SITM have underperformed significantly.
- The semiconductor sector faces cyclical demand risk, though SITM's specific fundamentals are not addressed in this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SITM-1787666597675 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 4w ago | Insider Cluster | $550.39 $548.90 | ▼ −0.27% | ▲ +0.17% | $487.00 (−11.52%) |
Sep 9, 2026 5w ago | 144 | $589.87 $602.27 | ▼ −2.10% | ▼ −2.70% | $487.00 (+17.44%) |
Aug 19, 2026 8w ago | Insider Cluster | $598.81 $614.83 | ▲ +2.68% | ▲ +2.27% | $487.00 (−18.67%) |
Aug 19, 2026 8w ago | Insider Cluster | $598.81 $614.83 | ▲ +2.68% | ▲ +2.27% | $487.00 (−18.67%) |
Aug 19, 2026 8w ago | Insider Cluster | $598.81 $614.83 | ▲ +2.68% | ▲ +2.27% | $487.00 (−18.67%) |
Aug 18, 2026 8w ago | Insider Cluster | $680.06 $618.71 | ▲ +9.02% | ▲ +9.23% | $487.00 (+28.39%) |
Aug 12, 2026 9w ago | Insider Cluster | $680.52 $687.93 | ▲ +1.09% | ▲ +0.39% | $487.00 (−28.44%) |
Jul 1, 2026 15w ago | 8-K | $703.84 $601.66 | ▼ −14.52% | ▼ −14.39% | $487.00 (−30.81%) |
Jun 15, 2026 17w ago | Insider Cluster | $684.86 $677.21 | ▼ −1.12% | ▲ +0.13% | $487.00 (−28.89%) |
Jun 15, 2026 17w ago | 144 | $742.46 $684.86 | ▲ +7.76% | ▲ +7.16% | $487.00 (+34.41%) |
US Market Status
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