LRCX LAM RESEARCH CORP Insider Trading

Director Talwalkar sells 18,282 shares of LRCX ($335.00) for $6,124,470; scheduled 10b5-1 plan, post-transaction holdings 87,142 shares

Director Abhijit Y Talwalkar sold 18,282 shares of LAM RESEARCH CORP at $335.00 on 2026-07-13, reducing his holdings from 105,424 shares to 87,142 shares. This transaction was executed under a pre-arranged 10b5-1 trading plan adopted on 2026-03-11, meaning the sale was scheduled and non-discretionary. The stock is currently trading at $346.39, approximately -21.0% from its 52-week high of $438.50. The company's recent fundamentals show revenue of $5,841,488,000.00 and net income of $1,825,460,000.00, with annual revenue growth of +23.7%, supporting strong operational performance.

Timothy Archer (CEO) sold 30,000 LRCX shares at $390.01 on 2026-07-02 via scheduled 10b5-1 plan; retains 1.08M shares plus 91,400 options

Timothy Archer, President and CEO, conducted a scheduled sale of 30,000 shares at $390.01 under a pre-arranged 10b5-1 trading plan adopted on 2026-02-24, resulting in a net reduction of 2.7% from his pre-transaction holdings of 1.11M shares. The sale occurred near the upper end of LRCX's 52-week range ($90.94–$438.50), with the current price at $356.26 representing an 18.8% decline from the 52-week high. Archer's cross-ticker track record shows 20 prior sells with an average 90-day return of -79.0%, whereas his LRCX-specific history yields mixed results: his most recent two LRCX sales in December 2025 were followed by +38.2% gains at 90 days, while his June 2024 sales at the same ticker saw 90-day declines of 92.0%. Because this transaction is scheduled rather than discretionary, timing characterizations are not applicable; however, the execution at an elevated price relative to current levels and the insider's continued substantial holdings (1.08M non-derivative shares plus 91,400 option shares) indicate no portfolio exit.

Director Eric Brandt sells 54,500 shares at avg $367.18 for $20.0M under pre-arranged 10b5-1 plan

Eric Brandt, a Director of Lam Research, executed 17 separate sales totaling 54,500 shares for $20,011,345.71 on 2026-06-12, reducing his holdings by 27.4% from 199,205 to 144,705 shares. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-02-06, meaning the sales were scheduled and not discretionary decisions made in response to current market conditions. The blended average sale price of $367.18 compares to the current price of $389.60, and notably the stock has risen 36.8% in the 30 days and 72.0% in the 90 days following the transaction date. Brandt's prior two sales at LRCX on 2026-02-06 showed 30-day returns of -9.8% and -13.3% respectively, while the subsequent 90-day returns were positive at +29.7% and +24.6%, reflecting a pattern where the stock recovered and climbed after his scheduled sales.

Director Eric Brandt sold 54,500 shares of LRCX for $19.1M on 2026-06-11 under 10b5-1 plan; post-sale holdings 199.2K shares

Eric Brandt executed 26 separate sales totaling 54,500 shares for $19,118,359.86 on 2026-06-11 at prices ranging from $337.56 to $364.00, reducing his holdings by -21.5% to 199,205 shares. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-02-06, meaning the sales were scheduled and not discretionary. Stock price has subsequently risen 36.8% over the past 30 days and 72.0% over 90 days from the transaction date, with current price at $389.60. His prior two sales at this same ticker also occurred on 2026-02-06, showing a pattern of scheduled dispositions on this stock."

SVP Neil J Fernandes sold 7,659 shares of LRCX at $309.60 (total $2.4M); post-sale holdings 58.5K shares under 10b5-1 plan.

Neil J Fernandes executed a scheduled sale of 7,659 shares under a 10b5-1 trading plan adopted on 2025-11-17, reducing his LRCX holdings by -11.6% to 58.5K shares. The stock traded at $309.60 on 2026-06-01 and currently sits at $332.22, near its 52-week high of $333.33. His prior LRCX sales on 2026-05-01 and 2024-07-12 show divergent outcomes: the May 2026 sale saw subsequent price appreciation (+24.7% in 30 days), while the July 2024 and June 2024 sales preceded sharp declines of -92.4% and -91.5% respectively. As a pre-arranged transaction, the timing reflects the plan's schedule rather than discretionary market judgment.

SVP Neil Fernandes sells ~$4.6M in LAM shares, trimming position by over one-fifth at elevated valuation.

Neil Fernandes, a Senior Vice President at LAM Research, sold roughly one-fifth of his shareholdings in a single transaction, raising approximately $4.6 million. The sale occurred when the stock was trading near the middle of its recent range—down slightly from all-time highs but still benefiting from strong momentum over recent months. As a C-suite officer with direct operational insight into the company, his decision to trim a substantial block of shares warrants attention, particularly given that the company's financial position remains strong with healthy profitability and growing revenue. However, the sale is not dramatic enough to suggest panic; rather, it appears consistent with a disciplined officer rebalancing a concentrated position or taking gains after a period of appreciation. The timing and size merit observation, though this is not uncommon for senior executives managing their personal wealth after periods of strong stock performance.

CLO Harter Ava sold 6,010 shares of LRCX at $258.66 for $1,554,546.60; post-sale holdings 53,205 shares.

Harter Ava, Chief Legal Officer, sold 6,010 shares (6.0K shares) at $258.66 on 2026-04-27, reducing her LRCX holdings by 10.1% to 53,205 shares. The sale occurred near the stock's 52-week high of $272.41, at a price only 7.8% below that peak, during a period of significant recent strength (30-day change: +18.8%, 90-day change: +4.9%). Her cross-ticker track record of 3 prior sells shows a 0.00% well-timed rate at the 90-day mark, indicating her previous sales did not precede declines; moreover, her 4 prior LRCX trades show mixed timing outcomes with only 1 of 3 prior sales well-timed historically. The company itself reports strong fundamentals with $5.8B quarterly revenue, $1.8B net income, and robust annual growth of 23.7%, though the stock's P/E of 46.87 reflects a premium valuation.

CFO Bettinger sells 50,057 shares of LRCX at $224.03 for $11.2M; stock now down 14.0% from 52-week high.

Bettinger, as Chief Financial Officer, sold 50,057 shares on 2026-03-04 at $224.03, reducing his holdings by 4.4% to 1,081,705 shares. The stock has declined 14.0% from its 52-week high of $249.48 and is currently trading at $214.68, down 6.7% over the past 30 days despite a strong 35.3% gain over 90 days. At Lam Research, a company with robust fundamentals ($5.3B revenue, +23.7% annual growth, $1.6B net income), Bettinger's prior two measurable sales showed divergent outcomes: the November 2025 sale preceded a +53.6% 90-day rally, while the August 2023 sale preceded a -91.0% decline. His cross-ticker track record shows only 50% well-timed sales at the 90-day mark with a -18.7% average 90-day return, suggesting mixed timing acuity. The current sale's significance depends on whether it signals conviction about near-term headwinds or reflects ongoing portfolio management.

CFO Bettinger sells 40,329 shares of LRCX at $230.22; stock down 12.9% from 52-week high since transaction.

On 2026-03-02, Douglas R Bettinger, Chief Financial Officer & EVP of Lam Research Corp (LRCX), sold 40,329 shares at $230.22, reducing holdings from 1,094,341 to 1,054,012 shares. The sale occurred near the 52-week high of $249.48; the stock has since declined to $217.27 (−12.9% from peak, −6.9% over 30 days) and is trading below the transaction price. Bettinger's cross-ticker track record shows 2 prior sells with a 90-day well-timed rate of 50.00%, while at LRCX specifically, his prior two sales (Nov 2025, Aug 2023) show mixed outcomes: one gained 53.6% at 90 days (poorly timed), the other fell 91.0% (well-timed). The fundamental backdrop shows strong growth (revenue +23.7% YoY, net income $1.6B on $5.3B quarterly revenue) but an elevated valuation (P/E 43.63). No scheduled trading plan is disclosed, suggesting this was a discretionary decision.

LRCX Chief Legal Officer Ava Harter sold 4,000 shares at $232.50 on 2026-03-02, now trading -12.9% below that price.

Ava Harter, Chief Legal Officer of LAM RESEARCH CORP, executed a sale of 4,000 shares at $232.50 on 2026-03-02, reducing holdings to 54,705 shares (54.7K shares). The stock currently trades at $217.27, down 12.9% from the transaction price, and is -6.9% over the past 30 days despite a strong 90-day recovery of +36.0%. Across her prior LRCX trades, Harter has completed 2 prior sells and 1 buy; her same-ticker sell history shows both prior sales were followed by 90-day gains (+38.4% each), making them poorly timed exits. The company reports strong fundamentals with $5.3B quarterly revenue, 23.7% annual growth, and a P/E of 43.63, suggesting valuation context rather than earnings weakness may be driving recent price weakness. Without a FLAG note indicating scheduled trading constraints, this sale occurs in a volatile period where the insider's transaction price has proven higher than the current market level.