These sales are immaterial — insiders likely selling for personal liquidity or tax planning. The cluster does not warrant a bearish reaction. Monitor for any upcoming earnings or material announcements, but this cluster alone has no actionable signal.
Price Chart
Executive Summary
Three Semtech insiders (EVP & CCO Green, Director Fischer, EVP & CFO Lin) collectively sold $527K in open-market sales over a one-week window. The total value represents ~0.004% of Semtech's $12B market cap — a trivial amount that is routine portfolio diversification, not a bearish signal.
Key Financial Metrics
Key Facts
- Insider cluster of 3 separate sell transactions totaling $527K.
- Transactions: Green (EVP & CCO) sold $293K total on 2026-07-07, Fischer (Director) sold $234K on 2026-06-30, Lin (EVP & CFO) sold $146K on 2026-07-01.
- All sales were open-market (code S); no planned sales (10b5-1) or derivative exercises identified.
- Sales amount to only ~0.004% of Semtech's $12B market cap, well below the 0.1% materiality threshold.
- On 2026-07-06, Semtech filed an 8-K for a new $360M undrawn revolving credit facility (routine refinancing).
Financial Impact
Insider sales of $527K, negligible relative to $12B market cap.
Risk Factors
- If a larger insider sell cluster emerges, it could indicate deteriorating confidence.
- The poor historical price performance (T+20 avg -74%) suggests the stock has been volatile — but this cluster is too small to be a driver.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SMTC-1783630880575 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | Insider Cluster | $163.94 $167.55 | ▲ +2.20% | ▲ +2.86% | $194.88 (+18.87%) |
Sep 9, 2026 23d ago | Insider Cluster | $163.94 $167.55 | ▲ +2.20% | ▲ +2.86% | $194.88 (+18.87%) |
Aug 21, 2026 6w ago | Insider Cluster | $120.91 $132.96 | ▲ +9.97% | ▲ +9.50% | $194.88 (+61.18%) |
Aug 13, 2026 7w ago | 8-K | $133.58 $124.88 | ▼ −6.51% | ▼ −4.55% | $194.88 (+45.89%) |
Jul 16, 2026 11w ago | Insider Cluster | $124.96 $138.68 | ▲ +10.98% | ▲ +11.67% | $194.88 (+55.95%) |
Jul 14, 2026 11w ago | Insider Cluster | $135.22 $136.93 | ▲ +1.26% | ▲ +2.25% | $194.88 (+44.12%) |
Jul 9, 2026 12w ago | Insider Cluster | $136.13 $127.65 | ▼ −6.23% | ▼ −5.67% | $194.88 (+43.16%) |
Jul 6, 2026 12w ago | 8-K | $126.40 $141.36 | ▲ +11.84% | ▲ +11.28% | $194.88 (+54.18%) |
Jul 2, 2026 13w ago | Insider Cluster | $135.27 $137.50 | ▼ −1.65% | ▼ −0.72% | $194.88 (−44.07%) |
Jul 2, 2026 13w ago | Insider Cluster | $135.27 $137.50 | ▲ +1.65% | ▲ +0.72% | $194.88 (+44.07%) |
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