The dollar amount of insider sales is negligible relative to SMTC's $15.6B market cap, making this cluster routine. Monitor for any material news or earnings events that could explain the timing, but no immediate action is warranted.
Price Chart
Executive Summary
Semtech Corp (SMTC) insiders, including the CEO and a director, sold shares totaling $495K in early September 2026. The CEO also exercised options and surrendered shares for tax withholding in a separate transaction. While the dollar value is modest relative to the $15.6B market cap, the cluster includes a C-suite open-market sale, which warrants attention but is not a strong bearish signal given the small proportionality.
Key Financial Metrics
Key Facts
- President and CEO Hong Q. Hou sold 2,000 shares at $138.71 for $277K on 2026-09-04.
- Director Julie Garcia Ruehl sold 1,500 shares at $145.00 for $218K on 2026-09-04.
- CEO also exercised 16,260 derivative shares at $0 (non-cash) and surrendered 4,137 shares for tax withholding ($678K) on 2026-09-10.
- Total open-market sales in the cluster: $495K, representing ~0.003% of SMTC's $15.6B market cap.
- The CEO's tax-withholding transaction is a non-cash event and does not reflect a directional view.
Financial Impact
Total insider sales of $495K, or ~0.003% of market cap, are trivial relative to company size.
Risk Factors
- Insider sales, while small, could precede a negative catalyst not yet public.
- CEO's option exercise and tax withholding are routine and do not signal a bearish view.
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-1789448622906 |
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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