Sondel Michael

ADI CAO Sondel Michael sold 4,198 shares at $361.02 on 2026-02-25 for $1.5M, reducing holdings by 22.2%

Sondel Michael, ADI's Chief Accounting Officer, executed an open-market sale of 4,198 shares at $361.02, reducing his position from 18,938 to 14,739 shares. The sale occurred near the 52-week high ($360.80), with the stock subsequently declining 1.8% from that peak level. His prior trades at ADI showed a 100% well-timed rate at the 90-day mark (2 of 2 prior sells resulted in negative 90-day returns), suggesting a pattern of selling ahead of pullbacks; however, the 30-day aftermath of his most recent prior sale (2025-12-10) still showed +8.2% returns, indicating mixed near-term predictive value. The fundamental backdrop shows ADI posting strong sequential performance (16.9% annual revenue growth, 63.96 P/E), but the insider's willingness to exit approximately one-fifth of his holdings at a near-peak price point merits tracking to determine whether this signals a reassessment or routine portfolio management.

CAO Michael Sondel sold 8,169 shares of ADI at $278.03 for $2,271,234.42; stock now at $283.39, near 52-week high.

Michael Sondel, principal accounting officer, sold 8,169 shares (-30.2% of his pre-transaction holdings of 27,081 shares) at $278.03 on 2025-12-10, reducing his stake to 18,912 shares. The sale occurred as the stock trades at $283.39, at its 52-week high of $283.39, and has appreciated 21.4% over the prior 30 days and 15.6% over 90 days. His cross-ticker track record shows 2 prior sells with a 90-day well-timed rate of 100.00%, and his prior ADI sells (both on 2024-05-24) exhibited negative 90-day returns of -6.2%, consistent with well-timed exits. The stock is trading at an elevated P/E of 53.57 with recent strong fundamentals (annual revenue growth of +16.9%, net income of $518,518,000.00), but the timing of this sale during a recent rally at the 52-week high, combined with the insider's historical pattern of well-timed sells, merits attention.