LITE Lumentum Holdings Inc. Insider Trading

Director Isaac Hosojiro Harris sells 4,000 shares of LITE for $3.4M via 10b5-1 plan; holdings drop to 8,400 shares.

Isaac Hosojiro Harris sold 4,000 shares (4.0K shares) of Lumentum Holdings Inc. at $860.00 on 2026-05-29 for a total value of $3,440,000.00 ($3.4M), reducing his holdings from 12,400 shares (12.4K shares) to 8,400 shares (8.4K shares). This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-02-27, meaning the sale was scheduled rather than discretionary. His prior trade at LITE on 2025-11-07 was a sell that posted a 90d return of +107.3%, indicating the stock subsequently appreciated significantly after that prior sale. The current price of $905.00 sits 16.6% below the 52-week high of $1085.68, while the company reports strong fundamentals with annual revenue growth of +21.0% and a net income of $144,200,000.00 ($144.2M) on latest quarterly revenue of $808,400,000.00 ($808.4M).

Ian Small (Director) sold 4,954 shares of LITE at $868.07 on 2026-05-21, reducing holdings to 21,008 shares

Director Ian Small sold 4,954 shares for $4,300,418.78, reducing his position by -19.1% to 21,008 shares. The stock has appreciated 8.4% over the past 30 days and 41.8% over 90 days, while trading 12.8% below its 52-week high of $1085.68. His three most recent sales at this ticker (all on 2026-05-08) were each followed by modest positive 30-day and 90-day returns of approximately 5.7%–5.9%, with none meeting the well-timed threshold (0 of 3 prior sells were well-timed at the 90-day mark). Against the backdrop of strong fundamentals—revenue of $808,400,000.00 and net income of $144,200,000.00 in the latest quarter, with annual revenue growth of +21.0%—this sale represents continued reduction in an already-thinned position, following a pattern of recent liquidation activity.

Wupen Yuen sells 3,210 LITE shares at $953.95 under pre-arranged 10b5-1 plan; $890.09 current price -18.0% from 52-week high.

Wupen Yuen, President of Global Business Units at Lumentum Holdings, sold 3,210 shares (3.2K shares) for $3,062,179.50 ($3.1M) on 2026-05-18 under a 10b5-1 trading plan adopted on 2025-11-05, meaning the sale was scheduled rather than discretionary. Following the sale, Yuen retains 81,488 shares (81.5K shares), representing a -3.8% reduction in holdings. The stock has declined -18.0% from its 52-week high of $1085.68 and now trades at $890.09. This sale falls within the context of Yuen's prior five trades at LITE, which posted mixed 30-day outcomes (ranging from +7.3% to +43.5%) but consistently positive 90-day returns (ranging from +56.4% to +140.7%), suggesting prior sales preceded subsequent appreciation. The company reports robust fundamentals with $808.4M quarterly revenue and annual revenue growth of +21.0%, though the elevated P/E of 157.54 reflects market pricing expectations. As a scheduled 10b5-1 transaction, this sale reflects pre-planned execution rather than discretionary positioning.

Retort Vincent sold 3,183 shares of Lumentum (LITE) at $953.95 under pre-arranged 10b5-1 plan; stock now $890.09.

Retort Vincent executed a scheduled sale of 3,183 shares at $953.95 as part of a pre-arranged 10b5-1 trading plan adopted on 2025-11-13, reducing holdings from 92,746 to 89,563 shares. The current stock price of $890.09 is 18.0% below the 52-week high, and the transaction occurred at a price above current market levels, indicating a point-in-time market valuation rather than a discretionary decision signal. His prior open-market sales across all tickers show an average 90-day return of +65.5%, and his five prior sales specifically at Lumentum ranged from 30-day returns of +38.8% to +43.3% and 90-day returns of +59.1% to +64.3%, establishing a track record pattern at this ticker. Since this sale is part of a scheduled trading plan, the timing is predetermined rather than responsive to current market conditions.

SVP General Counsel Kim Jae sold 1,422 shares of LITE at $953.95 via scheduled 10b5-1 plan; stock down -18.0% from 52-week high.

Kim Jae, SVP and General Counsel, sold 1,422 shares for $1,356,516.90 as part of a pre-arranged 10b5-1 trading plan adopted on 2026-02-06, reducing his post-transaction holdings to 32,333 shares (-4.2% from prior holdings of 33,755 shares). The sale occurred at $953.95 per share while the stock currently trades at $890.09, 18.0% below its 52-week high of $1,085.68. His prior same-ticker history at LITE includes two sales on 2025-08-22 that realized 90-day gains of +99.8% and +98.8%, but his most recent same-ticker sale on 2026-05-11 declined -6.9% over the following 30 and 90 days. Because this transaction is scheduled under a 10b5-1 plan rather than discretionary, it does not reflect current decision-making. The sale represents routine portfolio management within a pre-established program.

CFO Ali Wajid sells 2,487 LITE shares at $953.95; stock now down -18.0% from 52-week high via 10b5-1 plan.

Ali Wajid, EVP & CFO of Lumentum Holdings, sold 2,487 shares totaling $2,372,473.65 on 2026-05-18 as part of a pre-arranged 10b5-1 trading plan adopted 2025-11-28. The sale is scheduled, not discretionary; no timing characterization applies. Post-transaction holdings of 60,951 shares represent a -3.9% reduction from prior 63,438 shares. His prior five trades at LITE (all sells on 2026-02-27) averaged 90-day returns of +27.0% to +27.9%, but his cross-ticker sell record shows more modest 90-day outcomes (avg +19.6%). The stock has risen 49.8% over 90 days yet stands -18.0% below its 52-week peak at current price $890.09, reflecting recent volatility. No material change in conviction is signaled by a scheduled plan execution.

Director Pamela Fletcher sells 3,155 shares at blended average $972.09 under pre-arranged 10b5-1 plan

Pamela Fletcher, a director at Lumentum Holdings, executed 2 separate sales totaling 3,155 shares for $3,066,936.34 on May 14-15, 2026, as part of a pre-arranged 10b5-1 trading plan adopted on 2026-02-12. This scheduled activity reduces her holding from 10,561 shares to 7,406 shares. The stock's 30-day price movement is +17.8% and 90-day movement is +72.5%, indicating strong recent momentum, while the current price of $970.70 sits 10.6% below the 52-week high of $1085.68. The company's fundamentals show revenue of $808.4M in the latest quarter, net income of $144.2M, and annual revenue growth of +21.0%, though the P/E of 171.81 reflects a premium valuation. Because this sale operates under a pre-arranged 10b5-1 plan, timing reflects the plan's schedule rather than discretionary decision-making by the director.

Director Small Ian sells 3,500 shares of LITE for ~$3.2M while stock near 52-week highs.

Director Small Ian executed three sales totaling 3,500 shares on a single day, disposing of roughly 12% of his holdings at prices near the company's 52-week high. This is his first open-market sale activity in the past three years; prior Form 4 filings involved only stock-based compensation transactions. Lumentum is a profitable company, but the recent 90-day rally has been dramatic, creating a natural moment for existing shareholders to reduce positions at elevated valuations. The sale carries no inherent negative signal—directors regularly trim holdings after large price moves—but the timing and scale warrant noting given the stock's frothy positioning relative to its recent trading range.

Director Lillie Brian sells 11,951 shares worth ~$11.7M in massive single-day liquidation at stock's 52-week highs.

Lillie Brian, a board director at Lumentum, executed a substantial liquidation of nearly 12,000 shares across 30 separate transactions in a single trading day, totaling approximately $11.7M. Notably, this sale occurred precisely at the stock's 52-week high, suggesting timing awareness. The company itself is profitable with a large market capitalization, but the stock has experienced significant volatility: while it traded down substantially from its 52-week high over longer periods, this particular sale happened at the peak of a recent strong rally. Brian's filing history shows she has been a net seller—this is her 32nd open-market sale in the past three years, with zero open-market purchases during that window. The combination of large size, execution at what appears to be a local peak, and a three-year pattern of exclusively selling (never buying) warrants scrutiny into whether board-level confidence in the company's direction has shifted.

SVP General Counsel Kim Jae sells $1.84M in LITE shares, his seventh open-market sale in 36 months; all prior sells poorly timed.

Kim Jae, the company's General Counsel, sold approximately 1,933 shares in a transaction worth nearly $1.84 million on the same day the stock reached its 52-week high. This marks his seventh open-market sale in the past three years—a consistent pattern of disposing shares rather than accumulating them. Notably, every prior sale Kim Jae made at this company has proven poorly timed; the stock rose significantly after each prior exit, meaning he sold into weakness or ahead of rallies. The company remains profitable with strong recent quarterly results, but the stock now carries an exceptionally elevated valuation multiple, which may have influenced this decision to liquidate at near-peak pricing. Without clear evidence of conviction in near-term upside—combined with his repeated selling and the stock's stretched valuation—this appears to be opportunistic monetization at inflated levels rather than a vote of confidence in the company's direction.