The sales are modest in size and involve a director and CFO, but without a 10b5-1 plan disclosure or a pattern of routine sales, the signal is weak. Monitor for any subsequent 8-K or earnings filing that could explain the director's larger sale.
Price Chart
Executive Summary
Two Semtech insiders, a director and the CFO, sold a combined $987K in shares over a one-week window. The director's $878K sale is the dominant transaction, while the CFO's $109K sale is modest. The cluster is small relative to Semtech's market cap and lacks a clear informational signal, making it a routine event.
Key Financial Metrics
Key Facts
- Director Rodolpho C. Cardenuto sold 5,300 shares for $878K on 2026-09-16.
- CFO Mark Lin sold 683 shares for $109K on 2026-09-10.
- Total insider sales of $987K over a 7-day window.
- No open-market purchases were reported in the cluster.
Financial Impact
Total sales of $987K, which is approximately 0.3% of Semtech's market cap (estimated at ~$326M based on prior snapshot).
Risk Factors
- Director's $878K sale could be a liquidity event, but without context it raises a minor red flag.
- CFO's sale is small and likely routine; no material risk.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SMTC-1789797945285 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $143.02 | awaiting T+5 | — | $144.03 (+0.71%) |
Oct 15, 2026 11d ago | 8-K | $136.73 $132.00 | ▼ −3.46% | ▼ −3.03% | $144.03 (+5.34%) |
Oct 7, 2026 20d ago | 144 | $193.78 $160.26 | ▼ −17.30% | ▼ −16.32% | $144.03 (−25.67%) |
Sep 25, 2026 4w ago | Insider Cluster | $174.78 $192.83 | ▲ +10.33% | ▲ +9.12% | $144.03 (−17.59%) |
Sep 18, 2026 5w ago | Insider Cluster | $177.37 $174.78 | ▼ −1.46% | ▼ −0.44% | $144.03 (−18.80%) |
Sep 9, 2026 6w ago | Insider Cluster | $159.13 $178.19 | ▲ +11.98% | ▲ +11.35% | $144.03 (−9.49%) |
Sep 9, 2026 6w ago | Insider Cluster | $159.13 $178.19 | ▲ +11.98% | ▲ +11.35% | $144.03 (−9.49%) |
Aug 21, 2026 9w ago | Insider Cluster | $120.91 $132.96 | ▲ +9.97% | ▲ +9.50% | $144.03 (+19.12%) |
Aug 13, 2026 10w ago | 8-K | $133.58 $124.88 | ▼ −6.51% | ▼ −4.55% | $144.03 (+7.82%) |
Jul 16, 2026 14w ago | Insider Cluster | $124.96 $138.68 | ▲ +10.98% | ▲ +11.67% | $144.03 (+15.26%) |
US Market Status
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