ADI ANALOG DEVICES INC Insider Trading

Ray Stata sells 2,832 shares at ADI for $1,078,610.88 via scheduled 10b5-1 plan; holds 115,927 shares post-sale.

Ray Stata, Director at Analog Devices, executed 21 separate sales totaling 2,832 shares for $1,078,610.88 across 2026-07-07 and 2026-07-08, reducing his holdings from 118,759 shares to 115,927 shares (-2.4%). This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-06, making it scheduled rather than discretionary. His prior five sales at ADI on 2026-03-11 each generated positive 30-day and 90-day returns (ranging 30d: +9.1% to +10.3%, 90d: +26.1% to +27.5%), though historical timing does not inform the current filing's characterization given the scheduled nature of 10b5-1 executions. At the current price of $393.64, the stock trades -11.7% from its 52-week high of $445.91, and Stata retains material holdings (115,927 shares) representing ongoing equity exposure.

Chair & CEO Vincent Roche sold 10,000 ADI shares at $389.75 under pre-arranged 10b5-1 plan; retains 137,537 shares plus 80,803 option rights

Vincent Roche sold 10,000 shares at $389.75 on 2026-07-01 under a pre-arranged 10b5-1 trading plan adopted on 2025-12-03, representing a scheduled and non-discretionary transaction. The current market price is $388.83, placing this transaction near-par with immediate valuation. His prior five trades at ADI show mixed outcomes: three sales yielded positive 30-day returns (+9.5%, +9.3%, +0.8%), while one yielded -3.8%, with two trades in June and May 2026 not yet having 90-day measurable outcomes. Roche retains 137,537 non-derivative shares post-transaction and holds 80,803 additional shares through non-qualified stock options, preserving a substantial ongoing position in the company he leads. The scheduled nature of this sale—executed under a pre-arranged plan—means this transaction reflects administrative liquidity management rather than a discretionary decision tied to current stock valuation or company fundamentals.

ADI SVP Martin Cotter sells 17.6K shares at $418.00 for $7.4M; retains 56.3K shares post-sale

Martin Cotter, SVP of Vertical Business Units at Analog Devices, sold 17,594 shares at $418.00 on 2026-06-02 for $7,354,292.00, reducing his non-derivative holdings from 73,925 shares to 56,331 shares. The current stock price of $437.67 sits 0.4% below the 52-week high of $435.72, and ADI has appreciated 10.2% over 30 days and 32.7% over 90 days, suggesting strong recent momentum. Cotter's prior three sales at ADI yielded mixed 90-day outcomes: 30d +15.1%, 30d +10.7%, and 30d -1.7%, with none of the three prior sales proving well-timed at the 90-day mark. The sale occurs in the context of ADI's robust fundamentals, including $3.6B quarterly revenue, net income of $1.2B, and annual revenue growth of 16.9%, though valuation reflects elevated expectations at a P/E of 64.36.

ADI CEO Roche sold 10,000 shares at $404.25 (scheduled 10b5-1 plan); retains 137,537 non-derivative shares plus 90,803 options

Vincent Roche, Chair & CEO, sold 10,000 shares of ADI at $404.25 on 2026-06-01 under a pre-arranged 10b5-1 trading plan adopted on 2025-12-03, a scheduled transaction not driven by discretionary timing. The sale reduced his non-derivative holdings by -6.8% to 137,537 shares while retaining 90,803 non-qualified stock options. Across his prior 5 trades at ADI, the 90-day returns averaged positive (ranging from +6.4% to +33.0%), though the most recent May 2026 sale yielded only +4.0% over 30 days. The current stock price of $437.67 is +0.4% from the 52-week high and +10.2% above the 30-day average, reflecting recent strength that may reflect broader market recovery rather than ticker-specific conviction.

ADI Chair & CEO Roche sells 60,000 shares for $24.4M across 4 transactions; retains 137,537 shares plus derivative holdings

Vincent Roche sold 60,000 shares (60.0K shares) totaling $24,358,405.91 across 4 separate transactions on 2026-05-22 and 2026-05-26 at prices ranging from $396.80 to $415.74, reducing his non-derivative holdings from 197,537 shares to 137,537 shares. His cross-ticker track record shows 20 prior sells with an average 90-day return of +13.4% and a 90d well-timed rate of 10.00%, indicating his prior sales have not typically preceded stock declines. At ADI specifically, all 5 of his prior sells posted positive 90-day returns (ranging from +6.4% to +33.0%), with a timing pattern of 0 of 5 being well-timed at the 90-day mark—meaning the stock rose after each prior sale. The stock currently trades at $437.67, approximately 0.4% from its 52-week high of $435.72, and has posted a 30-day return of +10.2% and 90-day return of +32.7% since the May transactions. Roche retains Performance-Based Stock Option holdings of 430,000 shares and 400,000 shares in his direct account, preserving significant upside exposure.

ADI CEO Vincent Roche sells ~$4M in stock while simultaneously buying, signaling mixed conviction near 52-week highs.

Vincent Roche, Analog Devices' Chair & CEO, executed a dual transaction on the same day: purchasing shares while simultaneously selling a substantially larger block at nearly four times the purchase price. The sale occurred when the stock was trading near its 52-week highs and had already climbed sharply over the preceding months, suggesting Roche may be taking profits after significant appreciation rather than expressing confidence in further upside. The simultaneous buy is notable but modest in comparison, and could reflect routine equity compensation vesting or rebalancing rather than fresh conviction. For a CEO with direct operational knowledge, this pattern—profit-taking at elevated valuations—is more cautionary than bullish, particularly given the company's stretched valuation relative to its fundamentals.

ADI CEO Roche Vincent sold 10,000 shares at $318.14 (April 1, 2026); stock down -6.1% in 30 days, -11.8% from 52-week high.

Roche Vincent, Chair & CEO of Analog Devices, sold 10,000 shares for $3,181,400 on 2026-04-01, reducing his holdings from 177,825 to 167,825 shares (-5.6% of pre-transaction position). The sale occurred at $318.14, and the stock has since declined -6.1% over 30 days and sits -11.8% below its 52-week high of $360.80. His prior trades at ADI show a mixed timing pattern: 0 of 3 prior sales measured at the 90-day mark were well-timed (stock rallied after each sale), most recently including a +15.7% 90-day return on the January 2026 sale and +32.3% on the November 2025 sale. The current sale follows the pattern of frequent dispositions at this ticker and occurs in a period of moderate stock weakness, though fundamentals remain robust with FY revenue growth of +16.9% and a market cap of $155.4B.

Director STATA RAY sold 6,250 shares of Analog Devices for $1,996,230.65 across 11 transactions on Mar 10-11 at blended avg $319.40.

STATA RAY executed 11 separate sales totaling 6,250 shares for $1,996,230.65 over two consecutive trading days at prices ranging from $317.38 to $323.14, yielding a blended average price of $319.40. The transaction reduced his holdings from 127,857 shares to 121,607 shares (-4.9%). At the current price of $307.27, the stock is -14.8% from the 52-week high of $360.80 and down -5.5% over the prior 30 days, though up +10.0% over 90 days. His prior five sales at Analog Devices on 2026-02-05 showed modestly negative returns over 30 days (ranging from -2.7% to +0.3%), and his cross-ticker track record across 20 prior sells averaged -1.1% 30-day returns. The filing reveals a director reducing exposure—a routine rebalancing-scale reduction in a single-digit percentage of holdings—during a period when the stock has pulled back from recent highs but remains substantially elevated versus its 52-week low.

Chair & CEO Vincent Roche sold 10,000 ADI shares at $350.00 on 2026-03-02 for $3.5M

Vincent Roche, Chair & CEO of Analog Devices, sold 10,000 shares at $350.00 on 2026-03-02, reducing his holdings by 6.0% to 155.7K shares. The sale occurred near ADI's 52-week high of $360.80, with the stock currently trading at $338.99. Within ADI specifically, Roche's prior five trades show a mixed timing pattern: two trades measurable at 90 days showed positive returns (well-timed sells would show negative 90d returns), and his cross-ticker track record across all tickers shows a 11.76% well-timed rate on 20 prior sells. The stock is up 9.0% over 30 days and 21.8% over 90 days from the transaction date, suggesting this sale was not well-timed against subsequent price movement. ADI fundamentals remain strong with $3.2B quarterly revenue, $830.8M net income, and 16.9% annual revenue growth, though the P/E of 61.19 reflects elevated valuation expectations.

ADI CAO Sondel Michael sold 4,198 shares at $361.02 on 2026-02-25 for $1.5M, reducing holdings by 22.2%

Sondel Michael, ADI's Chief Accounting Officer, executed an open-market sale of 4,198 shares at $361.02, reducing his position from 18,938 to 14,739 shares. The sale occurred near the 52-week high ($360.80), with the stock subsequently declining 1.8% from that peak level. His prior trades at ADI showed a 100% well-timed rate at the 90-day mark (2 of 2 prior sells resulted in negative 90-day returns), suggesting a pattern of selling ahead of pullbacks; however, the 30-day aftermath of his most recent prior sale (2025-12-10) still showed +8.2% returns, indicating mixed near-term predictive value. The fundamental backdrop shows ADI posting strong sequential performance (16.9% annual revenue growth, 63.96 P/E), but the insider's willingness to exit approximately one-fifth of his holdings at a near-peak price point merits tracking to determine whether this signals a reassessment or routine portfolio management.