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Companies
| Company |
Buys |
Sells |
Direction |
Holdings |
Latest |
|
SEMTECH CORP
SMTC
|
0 |
3 |
Net selling
|
35,866
|
2026-03-25
|
Activity
March 2026
CFO Mark Lin sold 9,186 shares of SMTC at $75.05 under 10b5-1 plan; retains 32,710 shares
Lin Mark, EVP and CFO, executed a sale of 9,186 shares at $75.05, reducing his holdings by 21.9% from 41,896 to 32,710 shares. The transaction is part of a pre-arranged 10b5-1 trading plan, meaning the sale was scheduled in advance rather than a discretionary decision made in response to current market or company conditions. This structure prevents attribution of timing or conviction signals to the individual trade decision. The reduction represents a material decrease in absolute position size, though the post-transaction holding of 32,710 shares demonstrates continued meaningful exposure to SMTC.
CFO Lin Mark sells 6,642 shares at avg $86.43; stock down 5.8% in 30 days, currently $83.41; company unprofitable
Lin Mark, EVP and CFO of Semtech Corp, executed 2 separate sales totaling 6,642 shares for $574,062.10, representing a 20.0% reduction in his holdings from 33,178 to 26,536 shares. The sales occurred at $85.27 on 2026-03-10 and $87.24 on 2026-03-11, with a blended average price of $86.43; the current stock price of $83.41 reflects a 3.7% decline from the transaction prices. The timing is notable: the stock has fallen 5.8% over the prior 30 days and trades 13.4% below its 52-week high of $96.30, while the company reported a net loss of $2.9M in the latest quarter and remains unprofitable on a full-year basis. The sales follow a prior sell on 2026-03-06 at the same ticker, suggesting a pattern of insider disposition in a near-term window. Investors should monitor whether the fundamentals (negative earnings and declining momentum) validate the insider's willingness to reduce exposure at these price levels.
CFO Lin Mark sells 6,582 shares of SMTC at $83.75; stock now $85.14 with unprofitable fundamentals
Lin Mark, EVP and CFO, sold 6,582 shares at $83.75 on 2026-03-06, reducing holdings by 22.9% to 22,125 shares. The sale occurred at a price $1.39 below the current price of $85.14, and the stock is currently -11.6% from its 52-week high of $96.30. SEMTECH CORP faces challenging fundamentals with net income of $-2.9M in the most recent quarter and negative full-year net income, paired with an elevated P/E of 274.65. Mark's cross-ticker track record shows his sole prior buy resulted in a -0.6% 90-day return, reflecting a 0.00% win rate across his open-market activity. The sale's significance derives from the CFO's financial responsibility during a period of unprofitability, though the transaction value of $551.2K and timing relative to the company's recent 52-week trajectory warrant monitoring alongside the company's path to profitability.