AMAT APPLIED MATERIALS INC /DE Insider Trading

AMAT CEO Dickerson sells 78,321 shares for $55.6M (blended avg $709.26) across 4 transactions on 2026-06-29 to 2026-06-30; stock now $650.91

Gary E Dickerson, President and CEO of Applied Materials, executed 4 separate sales totaling 78,321 shares for $55,550,319.99 at a blended average price of $709.26 over two trading days. The CEO retains 1,599,843 shares post-transaction, a 4.7% net reduction in his holdings. This substantial equity reduction by the top executive occurred when the stock traded near its 52-week high of $739.67; the current price of $650.91 reflects a -12.0% decline from that peak, suggesting the sales occurred in a relatively elevated price environment. Dickerson's cross-ticker track record shows a 100% win rate on his 13 prior open-market sales with an average 90-day well-timed rate of 100.00%, though his same-ticker history at AMAT consists of 5 prior sales on 2026-06-16 with outcomes not yet measurable. The transaction represents material portfolio liquidity by the CEO of a $516.8B market cap semiconductor equipment leader with $7.9B in latest quarterly revenue.

Prabu G. Raja, President of Semi. Products Grp., sold 10,000 shares at $633.53 for $6.3M; stock near 52-week high

Prabu G. Raja sold 10,000 shares (2.8% of his pre-transaction holdings of 356.6K shares) at $633.53, reducing his AMAT position to 346.6K shares. The sale occurred when the stock was -0.2% from its 52-week high of $641.18, following a 30-day surge of +48.1% and a 90-day rally of +71.2%. His cross-ticker track record shows a 100.00% well-timed rate across 5 prior sales, though at AMAT specifically, only 1 of 1 measurable prior sale (from 2026-06-18) shows a 90-day return of -24.7%, suggesting past accuracy at this ticker. However, this sale follows three other AMAT sales just two weeks earlier (2026-06-04) whose outcomes remain unmeasurable. The timing—near 52-week highs during a sharp rally—provides limited confirmatory signal absent further price action.

Director Thomas J Iannotti sold 9,250 shares of AMAT at $599.77 for $5,547,872.50; stock down 4.9% from 52-week high despite +66.0% 90d gain.

Director Thomas J Iannotti sold 9,250 shares at $599.77 on 2026-06-16, reducing his position by 18.9% to 39,809 shares post-transaction. The sale occurred near AMAT's 52-week high, with the stock at $592.92 currently, just 4.9% below the peak, while recent momentum remains strong (90-day return +66.0%). Examining his prior AMAT transaction on 2024-06-21 reveals a sell that declined 16.9% over 90 days—a well-timed sale pattern. His cross-ticker track record shows 3 prior sales with a 90-day well-timed rate of 33.33%, suggesting moderate historical accuracy at identifying peaks. The current sale's timing against the 52-week range ($154.46–$623.35) and the 30-day surge of +43.4% creates a factual observation: an insider liquidated 18.9% of holdings near all-time highs after the stock had risen sharply.

AMAT CTO Omkaram Nalamasu sells 35.0K shares for $20.8M across 9 transactions (2026-06-15/16) at blended average $592.98

Omkaram Nalamasu, Senior Vice President and CTO at Applied Materials, executed 9 separate sales totaling 35.0K shares for $20.8M over two trading days at prices ranging from $590.20 to $596.52 per share. The sale represents a 19.2% reduction from his pre-transaction holdings of 181.9K shares. The timing is notable: the stock has appreciated 43.4% in the prior 30 days and 66.0% in the prior 90 days, placing the current price at -4.9% from its 52-week high of $623.35. Regarding prior execution patterns, his single prior AMAT transaction (a sell on 2023-12-22) generated positive 90-day returns, indicating it was poorly timed from a sell perspective. This filing merits monitoring given the senior technical leadership position, substantial dollar volume, and the stock's recent volatile appreciation trajectory.

CEO Gary E Dickerson sold 83,000 shares of AMAT across 11 transactions for $49,239,083.62 on 2026-06-15/16

CEO Gary E Dickerson executed 11 separate sales totaling 83,000 shares for $49,239,083.62, reducing his holdings from 1,761,164 to 1,678,164 shares. His cross-ticker track record shows 2 prior sells with a 90-day well-timed rate of 100.00% (both followed by stock declines), and at AMAT specifically, all 4 prior trades showed a 90-day win rate of 100.00%, with both prior sells at this ticker posting negative 90-day returns of -11.7% and -11.9%. The stock currently trades at $592.92, up 43.4% over 30 days and 66.0% over 90 days, and sits 4.9% below its 52-week high of $623.35, suggesting elevated valuation levels. The multi-day execution (2026-06-15/16) across a range of $590.03–$599.35 occurs after substantial recent gains.

SVP Timothy M Deane sold 8,621 shares of AMAT at $590.76 for $5,092,984.20; holds 133,086 shares remaining.

Timothy M Deane, SVP of Applied Global Services at Applied Materials, executed a single open-market sale of 8,621 shares valued at $5,092,984.20, reducing his holdings by 6.1% from 141,707 to 133,086 shares. The sale price of $590.76 occurred while AMAT's stock was trading within its 52-week range at a point 4.9% below its 52-week high of $623.35, following strong near-term momentum (30-day change: +43.4%, 90-day change: +66.0%). The company's fundamentals show solid performance with $7.9B quarterly revenue, $2.8B net income, and 4.4% annual revenue growth, though the P/E of 55.31 reflects an elevated valuation typical of the semiconductor space. This appears to be a standard portfolio adjustment by a senior executive; the magnitude and context do not signal material company concern.

Applied Materials President Prabu Raja sells 50,000 shares for $25.3M in 4 transactions at $504.66–$507.06 on 2026-06-04

Prabu G. Raja, President of the Semiconductors Products Group at Applied Materials, executed four separate sales totaling 50,000 shares for $25,264,196.75 on 2026-06-04, reducing his holdings from 406.6K to 356.6K shares. The blended average price of $505.28 is near the stock's 52-week high of $510.75, and significantly above the current price of $453.01, suggesting this disposal occurred at peak valuation. Raja's prior cross-ticker selling history shows a 100% well-timed rate at the 90-day mark, and his single prior sale at AMAT (2024-06-18) also registered negative 90-day returns, establishing a pattern where his exits have preceded subsequent price declines. This disposition occurs within a fundamental context of 42.26 P/E and $7.9B quarterly revenue, metrics that frame the timing within the company's valuation cycle.

CFO Brice Hill sells 2,500 shares of AMAT at $498.86; retains 136,113 shares post-transaction.

Brice Hill, SVP and CFO of Applied Materials, executed an open-market sale of 2,500 shares at $498.86 on 2026-06-03, reducing his holdings by 1.8% to 136,113 shares. The stock is currently trading at $453.01, down 11.3% from the 52-week high of $510.75, though up 5.7% over the prior 30 days and 39.5% over 90 days. Among his prior AMAT sales, one of two was well-timed at the 90-day mark; his cross-ticker track record shows a 50% well-timed rate on 2 prior sells, though the average 90-day return post-sell of +1.4% indicates those sales were generally poorly timed (stock rose after). The transaction occurs in a company with strong fundamentals—$7.9B quarterly revenue, $2.8B net income, 4.4% annual growth, and a $359.7B market cap—and a elevated P/E of 42.26 that warrants continued observation.

Director Judy Bruner sold 3,969 shares of AMAT for $1,496,404.21 at blended $377.02, near 52-week high

Director Judy Bruner executed 2 separate sales totaling 3,969 shares for $1,496,404.21 on 2026-02-23, reducing her holdings by 12.2% from 32,558 to 28,589 shares. The sales occurred at a blended average price of $377.02, which aligns closely with the current price of $377.93 and the 52-week high of $377.93 (+0.0% from peak). Over the prior 30 days the stock has appreciated 17.2%, and over 90 days has gained 51.2%, positioning this sale near the upper range of the year's trading activity. Bruner's cross-ticker track record shows 1 prior open-market sell with a 90-day well-timed rate of 0.00%, indicating her prior sales have not consistently preceded price declines. The transaction occurs against a backdrop of solid fundamentals: AMAT reported revenue of $7,012,000,000.00 and net income of $2,026,000,000.00 in the latest quarter, with annual revenue growth of 4.4% year-over-year and a valuation multiple (P/E) of 38.25.

CFO Hill Brice sold 5,000 AMAT shares at $361.21; stock at $369.30 after 90-day +67.7% rally

Hill Brice, SVP and CFO of Applied Materials, sold 5,000 shares (5.0K shares) for $1,806,062.00 on 2026-02-17, reducing his holdings from 143,565 to 138,565 shares. The sale occurred at $361.21 per share, which is below the current price of $369.30 and near the 52-week high of $369.30. The stock has rallied sharply, gaining +67.7% over 90 days and +12.9% over 30 days prior to this filing. Notably, Brice's prior open-market sell at AMAT on 2024-05-28 exhibited a 90-day return of -11.7%, and his cross-ticker track record shows a 100.00% well-timed rate on sells, but this current transaction's timing relative to the ongoing rally warrants tracking of post-sale price action. The CFO retained substantial holdings (138,565 shares post-transaction), and Applied Materials' fundamentals remain solid with $7.3B in latest quarterly revenue and $1.8B net income.