Insider Cluster (2 insiders) ·Filed Sep 4, 2026

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
BULLISH
Impact 4/10
Horizonweeks Processed28d 4h ago
Insider cluster: 2 insiders, $153K total
Actionable Insight ▲ Bullish

The dollar amount is too small to move TSM's stock, but the cluster of buys from two senior executives is a modest positive signal. Monitor for any additional insider buying or company announcements (e.g., earnings, guidance, or capex updates) that could confirm insider conviction. The September 1 grant cluster is routine and non-informative.

DirectionBullish
Confidencemedium
Horizonweeks
Latest settled — T+5d ⚠ clustered
TSM ▼ -2.54% at T+5d
LONG call ✗ call lost -2.54% · α vs SPY -1.33% · entry $428.91 → $418.01
Next anchor: T+20d in 3d
Latest observation: T+16 +8.23% FF3 residual α
Entry anchored
Sep 4, 06:30 AM ET
via 1-min bar
T+1d
+2.35%
call +2.35% · α +2.90%
$439.00
settled 24d ago
T+5d
-2.54%
call -2.54% · α -1.33%
$418.01
settled 18d ago
T+20d
—
call — · α —
—
in 3d
T+60d
—
call — · α —
—
in 2mo

Price Chart

Loading chart...

Executive Summary

Two TSM insiders (SVP/GC Fang Shu-Hua and VP Tien Bor-Zen) made open-market purchases totaling $153K in late June 2026, at prices between $75.70 and $77.09. While the dollar amount is trivial relative to TSM's $2.155 trillion market cap (0.000007%), the cluster of buys from senior executives—especially following a massive equity grant cluster on September 1—is a modestly positive signal. The cross-filing context shows a large non-cash grant cluster to 20 executives on September 1, which is a routine compensation event and does not alter the interpretation of these small open-market buys.

Key Financial Metrics

Direction
buying
Total Value
$153.0K
Insiders
2

Key Facts

  • Two insiders made open-market purchases totaling $153K.
  • Fang Shu-Hua (SVP and GC) bought 1,000 shares at $77.09 on July 2, 2026.
  • Tien Bor-Zen (VP) bought 1,000 shares at $75.70 on June 30, 2026.
  • Total open-market purchase value is 0.000007% of TSM's $2.155 trillion market cap.
  • A separate cluster of 20 executives received non-cash equity grants on September 1, 2026, totaling 0 shares at $0.

Financial Impact

Total insider open-market purchases of $153K, representing 0.000007% of market cap.

insider ownership

Risk Factors

  • Insider purchases are extremely small relative to market cap, limiting signal strength.
  • No other material corporate events or filings are present in the cross-filing context to corroborate the buying.

Market Snapshot

Exchange
OTC
Sector
Semiconductors & Related Devices
Analyst Consensus
95% bullish (43 analysts)

Investment Themes

Semiconductors

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TSM-1788519660916
35 reports for TSM
Performance horizon
91% Hit rate 10 of 11 directional calls best @ T+60▲ +39.31%Mar 30, 2026
Filters
Rows
Reports for TSM — sortable, filterable
TypeNow
Sep 10, 2026
22d ago
6-K
BULLISH ★ 6/10
$428.03 $430.26▲ +0.52%▲ +1.02%$470.33 (+9.88%)
Sep 4, 2026
28d ago
Insider Cluster
BULLISH ★ 4/10
$428.91 $418.01▼ −2.54%▼ −1.33%$470.33 (+9.66%)
Sep 1, 2026
4w ago
6-K
NEUTRAL ★ 1/10
$414.00 $435.36▲ +5.16%▲ +5.08%$470.33 (+13.61%)
Aug 25, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$417.41 $413.98▼ −0.82%▼ −0.28%$470.33 (+12.68%)
Aug 14, 2026
7w ago
6-K
BULLISH ★ 7/10
$426.35 $418.95▼ −1.74%▼ −0.37%$470.33 (+10.32%)
Aug 11, 2026
7w ago
6-K
BULLISH ★ 5/10
$422.06 $413.41▼ −2.05%▼ −1.65%$470.33 (+11.44%)
Aug 11, 2026
7w ago
6-K
NEUTRAL ★ 5/10
$422.06 $413.41▼ −2.05%▼ −1.65%$470.33 (+11.44%)
Aug 10, 2026
7w ago
Insider Cluster
BULLISH ★ 5/10
$418.47 $430.75▲ +2.93%▲ +2.98%$470.33 (+12.39%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$418.47 $430.75▲ +2.93%▲ +2.98%$470.33 (+12.39%)
Aug 10, 2026
7w ago
6-K
BULLISH ★ 6/10
$418.47 $430.75▲ +2.93%▲ +2.98%$470.33 (+12.39%)
Showing 10 of 35

US Market Status

Market Open — Closes in 4h 34m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Sep 4, 2026