ON ON SEMICONDUCTOR CORP Insider Trading

ON Semiconductor C-suite executive sells ~$5.8M in stock near 52-week highs amid 58% quarterly surge

A senior ON Semiconductor executive sold approximately $5.8 million in shares across two consecutive trading days, representing roughly 19% of total holdings. The timing is notable: these sales occurred precisely at the 52-week high, after the stock surged nearly 60% over the prior quarter, suggesting profit-taking at a peak valuation rather than a forced liquidation. The company itself is profitable with growing revenues, though the stock trades at an extremely elevated multiple, which may have prompted the insider to lock in gains after such a sharp run-up. This is a calculated, methodical exit of material size from someone in the executive rank—a pattern worth monitoring to see if other insiders follow, but not necessarily a red flag if the company's fundamentals remain stable.

CFO Thad Trent sold 30,000 ON shares at $80.00 (2026-04-16); stock near 52-week high at $83.01, up 37.3% in 30 days.

Thad Trent, Exec VP & CFO of ON Semiconductor, sold 30,000 shares (8.3% of his pre-transaction holdings) at $80.00 on 2026-04-16, reducing his position from 361,194 to 331,194 shares. The sale occurred while ON stock trades at $83.01, near its 52-week high, following a 37.3% surge over the prior 30 days. Trent's cross-ticker sell history shows a 50.00% well-timed rate with an average 90-day return of +5.4%, but his prior five trades at ON have been poorly timed: four recent February sales in 2026 each posted negative 30-day returns (-18.3%, -20.2%, -19.7%, -17.4%), and his only measurable 90-day outcome at ON (December 2025 sale) was also poorly timed with a +15.2% 90-day return. This sale occurs amid structural headwinds: ON's annual revenue contracted 15.4% year-over-year, though the latest quarter posted $1,550,900,000 ($1.6B) in revenue and $255,000,000 ($255.0M) in net income. The elevated P/E of 286.24 and the insider's poor timing pattern at this ticker warrant attention to whether the sale reflects valuation concerns or mechanical rebalancing.

Keeton Simon (PSG Group President, ON) sold 48.9K shares at blended avg $71.75 for $3.5M on 2026-02-17

Keeton Simon executed 2 separate sales totaling 48,860 shares for $3,505,698.73, reducing his holding by -19.7% from 247,855 to 198,995 shares. The transaction occurred near the 52-week high ($72.21 range), with the blended average price of $71.75 only 1.5% below the peak. Examining his prior trades at ON Semiconductor, 4 of 4 measurable sells were well-timed at the 90-day mark, with negative 90-day returns (-22.0%, -0.1%, -9.9%, -5.4%), suggesting a pattern of selling ahead of declines. The company faces significant headwinds: annual revenue declined -15.4% year-over-year, net income stands at $255.0M on $1.6B quarterly revenue, and the P/E ratio of 243.66 indicates elevated valuation relative to earnings. The 30-day gain of +17.1% and 90-day surge of +57.4% preceding this sale align with the historical timing pattern observed in his ON Semiconductor transactions.

Thad Trent (Exec VP & CFO) sells 60,000 shares at blended avg $71.22 for $4.3M; holds 339.5K shares post-sale.

ON Semiconductor's CFO executed four separate sales totaling 60,000 shares for $4,272,975.20 at an average price of $71.22 on 2026-02-12, reducing his holdings by 15.0% to 339,460 shares. The sale occurred near the 52-week high ($71.18), with the stock trading at $70.63 currently and up 18.9% over the prior 30 days and 50.5% over 90 days—a period of strong momentum. Within ON Semiconductor specifically, his prior two sales (2025-12-03 and 2024-06-11) showed mixed 90-day timing outcomes: one well-timed (2024 sale followed by decline), but the 2025 sale remains too recent for 90-day assessment. The company's fundamentals show elevated valuation concerns—a 243.55 P/E ratio against annual revenue contraction of -15.4% and quarterly net income of $255.0M on $1.6B revenue—which provides context for insider liquidity activity at elevated prices.

ON CEO El-Khoury sells 20,000 shares for $1,460,414.20; stock up 18.9% in 30 days, prior sells at ON well-timed 100%

El-Khoury Hassane executed 2 separate sales totaling 20,000 shares for $1,460,414.20 on 2026-02-12, reducing his holdings by 1.9% to 1,015,610 shares. The transaction occurred at an average price of $73.02, above the current price of $70.63, and notably on a backdrop of strong recent momentum: the stock has advanced 18.9% over the prior 30 days and 50.5% over 90 days, now trading 0.8% below its 52-week high of $71.18. El-Khoury's cross-ticker sell track record shows a 100% well-timed rate across 2 prior sales, and his same-ticker history at ON is similarly instructive: his 2 prior open-market sales at this ticker (2025-08-13 and 2023-07-18) posted negative 90-day returns of -5.4% and -12.7% respectively, indicating his historical sales have preceded price declines. This filing warrants attention given the insider's demonstrated pattern of well-timed exits at this specific ticker and the sharp recent appreciation that precedes the current sale.

Keeton Simon (PSG President) sold 21,000 ON shares at $55.72 (total value $1.2M); all 5 prior ON sales were well-timed, now -19.2% from 52-week high.

Keeton Simon's sale of 21,000 shares on 2025-12-04 reduces his holdings by 8.3% at $55.72, near the upper portion of the 52-week range, with stock now at $56.38 (-19.2% from the $69.81 peak). Notably, his prior five sales at ON all demonstrated negative 90-day returns following the trade, indicating a consistent pattern of well-timed exits. His cross-ticker track record shows 100.00% well-timed rate on his 5 prior sells across all tickers. The company is trading at P/E 15.32 with revenue growth of -14.2% year-over-year, and the stock has gained 17.9% over 30 days and 16.0% over 90 days from the sale date. The timing pattern at this ticker (5 of 5 prior sells well-timed) combined with his demonstrated ability to execute exits before downturns suggests this sale warrants investor attention, particularly given the underlying revenue contraction and the stock's proximity to recent highs.

CFO Thad Trent sold 20,000 ON shares at $55.05; -25.9% from 52-week high despite +13.5% 30-day gain

Thad Trent sold 20,000 shares (5.0% of his pre-transaction holdings) at $55.05, reducing his stake from 399,448 to 379,448 shares. The sale occurred when ON was trading -25.9% from its 52-week high of $73.95, and his prior trade at ON (a sell on 2024-06-11) was well-timed at the 90-day mark with a -4.4% subsequent return. However, the stock has risen +13.5% over the past 30 days and +11.6% over 90 days, and the company's 30-day performance may reflect recent operational stabilization or market sentiment shifts. The timing against the broader 52-week range and the company's -14.2% annual revenue decline warrant attention to whether this represents portfolio rebalancing amid volatile conditions or reflects an operational outlook concern.

ON Semiconductor CEO El-Khoury sells 15,000 shares for $768.3K; stock down 34.4% from 52-week high and -14.2% over 30 days

CEO El-Khoury sold 15,000 shares (15.0K shares) at $51.22 on 2025-08-13, reducing holdings by 1.5% to 977,814 shares total. The timing follows a sharp 30-day decline of -14.2% and brings the stock to -34.4% from its 52-week high of $77.87. His prior sale at this ticker on 2023-07-18 exhibited a 90-day return of -12.7%, marking well-timed execution as the stock declined post-sale; his cross-ticker track record shows 1 prior sell with a 90d well-timed rate of 100.00%. The company faces headwinds: annual revenue contracted by 14.2% year-over-year, though the latest quarter generated $1.5B in revenue with $170.3M net income. The current P/E of 13.88 against a $20.9B market cap reflects a market already pricing in significant weakness.

PSG Group President Keeton Simon sold 28,000 ON shares at $68.56; stock now down 24.7% from 52-week high, reflecting broader weakness.

Keeton Simon, Group President of PSG at ON Semiconductor, executed a discretionary open-market sale of 28,000 shares (28.0K shares) valued at $1,919,789.20 ($1.9M) on 2024-12-17 at $68.56 per share. His post-transaction holdings of 203,182 shares (203.2K shares) represent a 12.1% reduction. The timing context is material: ON shares currently trade at $64.93, having fallen 24.7% from their 52-week high of $86.21 and 11.5% over the prior 90 days. Simon's cross-ticker track record across all tickers shows a 100.00% well-timed rate on prior sells (avg 90d return of -8.5%), and notably, all 4 of his prior sales specifically at ON were well-timed at the 90-day mark, including a 2023-07-31 sale that preceded a 23.9% decline. The current transaction occurs as the stock is mid-decline from its highs, continuing a pattern where Simon's historical selling activity has preceded periods of underperformance. Investors should monitor whether this sale represents another instance of prescient positioning ahead of further weakness, particularly given ON's flat annual revenue growth (-0.9%) against a backdrop of sector cyclicality.

Group President Sudhir Gopalswamy sold 21,082 shares of ON at $67.64; stock now 24.7% below 52-week high

Sudhir Gopalswamy, Group President of AMG & ISG, sold 21,082 shares (21.1K shares) at $67.64 on 2024-12-17, reducing his holdings from 115,856 to 94,774 shares (a -18.2% reduction). The sale occurred at $67.64, while the current price sits at $64.93 and the stock has declined -24.7% from its 52-week high of $86.21. ON Semiconductor is trading at a P/E of 15.76 with a $27.6B market cap and posted $401.7M net income on $1.8B in latest quarterly revenue, though annual revenue growth has contracted by -0.9%. The sale represents a material reduction in executive holdings, and the subsequent 30-day and 90-day declines of -2.3% and -11.5% respectively provide context on stock momentum at the time of this filing.