Insider Cluster (4 insiders) ·Filed May 4, 2026

STX

Seagate Technology Holdings plc
NEUTRAL
Impact 2/10
Horizonweeks Processed4mo ago
Insider cluster: 4 insiders, $3.3M total
Actionable Insight • Neutral

Insider selling at this scale is negligible. No trade action warranted; monitor future filings for any acceleration in selling volume or change in pattern.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
STX ▲ +3.51% at T+60d
NEUTRAL call ✓ call won +3.51% · α vs SPY +1.65% · entry $738.54 → $764.43
Entry anchored
May 1, 04:53 PM ET
via exchange tick
T+1d
+4.40%
call +4.40% · α +3.60%
$771.01
settled 5mo ago
T+5d
+12.93%
call +12.93% · α +9.99%
$834.01
settled 5mo ago
T+20d
+24.74%
call +24.74% · α +19.10%
$921.26
settled 4mo ago
T+60d
+3.51%
call +3.51% · α +1.65%
$764.43
settled 2mo ago

Price Chart

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Executive Summary

Four Seagate insiders sold a total of $3.28M in shares over the past week, representing just 0.0019% of market cap. This is trivial relative to the company's $171.9B valuation and follows strong Q3 earnings. The selling is likely routine portfolio diversification or tax planning and carries no material bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$3.3M
Insiders
4

Key Facts

  • 4 insiders sold: CFO Romano ($1.61M), Director Tilenius ($1.18M), CLO Lee ($517K), CTO Morris ($117K)
  • Total cluster value: $3.28M; only 0.0019% of $171.9B market cap
  • Fiscal Q3 2026 earnings released 10 days ago showed revenue of $3.11B (+44% YoY) and non-GAAP EPS of $4.10 (+116% YoY), with raised guidance

Financial Impact

$3.28M in insider sales, immaterial relative to market cap

Market Snapshot

Exchange
Nasdaq
Sector
Computer Storage Devices
Analyst Consensus
86% bullish (29 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-STX-1778274063447
23 reports for STX
Performance horizon
50% Hit rate 2 of 4 directional calls best @ T+5▲ +9.70%Feb 24, 2026
Filters
Rows
Reports for STX — sortable, filterable
TypeNow
Sep 11, 2026
20d ago
Insider Cluster
NEUTRAL ★ 4/10
$805.55 $877.33▲ +8.91%▲ +8.80%$823.86 (+2.27%)
Sep 11, 2026
20d ago
Insider Cluster
BEARISH ★ 4/10
$805.55 $877.33▼ −8.91%▼ −8.80%$823.86 (−2.27%)
Sep 11, 2026
20d ago
Insider Cluster
NEUTRAL ★ 2/10
$805.55 $877.33▲ +8.91%▲ +8.80%$823.86 (+2.27%)
Sep 9, 2026
23d ago
8-K
NEUTRAL ★ 4/10
$885.92 $783.18▼ −11.60%▼ −10.94%$823.86 (−7.01%)
Sep 3, 2026
29d ago
Insider Cluster
BEARISH ★ 6/10
$798.61 $830.17▼ −3.95%▼ −5.10%$823.86 (−3.16%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$846.37 $808.54▼ −4.47%▼ −4.35%$823.86 (−2.66%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$794.65 $828.38▲ +4.24%▲ +3.78%$823.86 (+3.68%)
Aug 14, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$973.44 $850.00▼ −12.68%▼ −11.31%$823.86 (−15.37%)
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$820.52 $903.68▲ +10.13%▲ +10.54%$823.86 (+0.41%)
Aug 4, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$837.66 $878.21▲ +4.84%▲ +4.49%$823.86 (−1.65%)
Showing 10 of 23

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Report published May 8, 2026