The insider cluster is too small economically to warrant trading action. The symbolic show of confidence by the CFO and Co-COO may indicate management's view that the stock is fairly valued at ~$76, but the dollar amount is noise. Monitor for any upcoming earnings or guidance catalyst before acting on this signal.
Price Chart
Executive Summary
A cluster of 11 TSM insiders including the CFO and Co-COO made open-market purchases totaling ~$41K on June 5, 2026 at $76.01/share. The dollar amount is trivial relative to a $2.2T market cap (0.000002%), making this a symbolic gesture with no material economic signal.
Key Financial Metrics
Key Facts
- 11 insiders bought shares on June 5, 2026, totaling ~$41K at $76.01/share
- Buyers include SVP & CFO, EVP & Co-COO, SVP & Deputy Co-COO, and 8 other VPs/executives
- One VP gifted 500,000 shares on June 8 (non-cash, $0 value)
- Total buy value is ~0.000002% of TSM's $2.2T market cap
- Analyst consensus is 95% bullish (40 buy/11 strong buy vs 0 sell)
- Historical insider activity in past 30d: 9 buys totaling $33K
Financial Impact
Negligible - $41K total open-market purchases vs $2.2T market cap
Risk Factors
- Extremely small dollar amount relative to market cap renders this cluster uninformative
- No material financial disclosure accompanies these purchases
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TSM-1781002081602 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Institutional Cluster | $418.51 | awaiting T+20 | — | $424.37 (+1.40%) |
Oct 22, 2026 4d ago | 6-K | $412.35 | awaiting T+20 | — | $424.37 (+2.91%) |
Oct 15, 2026 11d ago | 6-K | $422.25 | awaiting T+20 | — | $424.37 (+0.50%) |
Oct 12, 2026 14d ago | Institutional Cluster | $444.35 | awaiting T+20 | — | $424.37 (−4.50%) |
Oct 8, 2026 18d ago | 6-K | $457.99 | awaiting T+20 | — | $424.37 (−7.34%) |
Sep 24, 2026 4w ago | 6-K | $451.15 $412.35 | ▼ −8.60% | ▼ −8.18% | $424.37 (−5.94%) |
Sep 10, 2026 6w ago | 6-K | $428.03 $457.99 | ▲ +7.00% | ▲ +4.88% | $424.37 (−0.86%) |
Sep 9, 2026 6w ago | Insider Cluster | $435.36 $472.20 | ▲ +8.46% | ▲ +6.52% | $424.37 (−2.52%) |
Sep 4, 2026 7w ago | Insider Cluster | $428.91 $485.80 | ▲ +13.26% | ▲ +12.66% | $424.37 (−1.06%) |
Sep 1, 2026 7w ago | 6-K | $414.00 $456.19 | ▲ +10.19% | ▲ +9.87% | $424.37 (+2.50%) |
US Market Status
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