Monitor for follow-up transactions or 10-Q filing — isolated CFO selling at this level is routine, but combined with tax events and a grant, suggests equity management rather than negative sentiment. Not a standalone trading signal.
Price Chart
Executive Summary
Semtech CFO Lin Mark conducted a series of transactions including an open-market sale of $689,409 worth of shares, a disposition to the issuer of $294,449, and tax-related surrender of $365,766 in shares, alongside a non-cash grant of 9,394 shares. The only economically meaningful transaction is the open-market sale, which represents a modest portion of his holdings and occurs amid routine tax and compensation adjustments. Given the mix of cash and non-cash events, the cluster is primarily administrative with limited directional signal.
Key Financial Metrics
Key Facts
- CFO Lin Mark sold 9,186 shares in the open market for $689,409 at $75.05 per share
- Same insider disposed 3,848 shares to the issuer and surrendered 4,780 shares for tax withholding at $76.52
- 9,394 shares were granted at $0 — a non-cash, routine equity award
- Total open-market sale value: $689,409 (~0.01% of $7.2B market cap)
- No other insiders participated in this cluster
Financial Impact
$689,409 in open-market selling by CFO; no net dilution or cash inflow to company
Risk Factors
- Perception risk from CFO selling while other insiders are inactive
- Potential misinterpretation of tax withholding and issuer disposition as negative selling
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (4 trades, 7d window) | cluster-SMTC-1774469077970 |
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
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