Stefan J. Murry

CFO Stefan J. Murry sold 33,000 AAOI shares at $166.53 for $5,495,490.00; stock now -26.9% from 52-week high

Stefan J. Murry sold 33,000 shares (-7.9% of his pre-transaction holdings) on 2026-06-12 at $166.53, which was before the stock's recent 30-day decline of -10.3%. At the same ticker, his 5 prior sells have shown mixed outcomes: post-sale gains ranged from +1.1% to +274.7% over 90 days, with none of these prior 5 trades being well-timed (0 of 5 at the 90-day mark). The company generated $151,144,000.00 in latest-quarter revenue with +82.8% annual growth, but posted $-14,281,000.00 in net income and remains unprofitable on a full-year basis. The sale reduces his stake to 384,576 shares post-transaction, and the current price of $170.81 represents a -26.9% decline from the 52-week high of $233.67.

CFO Stefan J. Murry sold 4,000 shares of AAOI at $171.45 under pre-arranged 10b5-1 plan; stock now -26.1% from 52-week high.

Stefan J. Murry, Chief Financial Officer of Applied Optoelectronics, executed a sale of 4,000 shares at $171.45 on 2026-06-10 as part of a pre-arranged 10b5-1 trading plan adopted on 2025-08-12, meaning this was a scheduled transaction rather than a discretionary decision. The sale represents a minimal reduction in his position—from 451,906 shares to 447,906 shares, a -0.9% decrease—while the company carries negative profitability ($-14,281,000.00 net income in the latest quarter) despite strong revenue growth of +82.8% year-over-year. His prior trades at AAOI show mixed near-term outcomes: three of five prior sales realized single-digit 30-day returns (+1.1%, +9.8%, +9.1%), while two realized substantial gains (+92.6%, +112.4%), though these outcomes do not necessarily inform the forward signal of the current scheduled sale. The stock currently trades at $172.78, down -26.1% from its 52-week high of $233.67 and down -8.2% over the past 30 days, creating a context where the CFO maintains a very large remaining stake (447.9K shares) despite ongoing operational losses.

CFO Murry Stefan J. sells 33,000 AAOI shares at $173.26 for $5.7M, retaining 451.9K shares; stock down 26.7% from 52-week high despite 90-day surge of +294.4%.

Murry Stefan J., Chief Financial Officer of Applied Optoelectronics, executed a sale of 33,000 shares at $173.26 on 2026-05-19, reducing his holdings by 6.8% to 451,906 shares (451.9K shares) while realizing $5,717,580.00 ($5.7M). The sale occurred against a backdrop of significant recent gains: the stock is up 30-day change: +7.5% and 90-day change: +294.4%, though it remains 26.7% below its 52-week high of $233.67. His prior five sales at AAOI show a consistent pattern: across the 90-day window post-sale, returns have been positive (ranging from +8.6% to +274.7%), meaning the stock rose after he sold, indicating these transactions were not well-timed as a group (a 0% well-timed rate at the 90-day mark across the same ticker). The company's recent financial position shows annual revenue growth of +82.8% with a market cap of $13.7B, but unprofitability persists: the latest quarter posted net income of $-14.3M on revenue of $151.1M, and full-year net income was negative. The present transaction warrants monitoring in light of the CFO's prior AAOI sales pattern and the company's ongoing unprofitability despite strong topline growth.

CFO Murry Stefan J. sells 4,000 shares of AAOI while stock trades near 52-week highs; his 6th open-market sale at this ticker in three years.

CFO Murry Stefan J. sold 4,000 shares—his sixth open-market sale at AAOI in the past three years—while the stock trades near its 52-week highs after a steep surge. This continues a pattern of consistent selling: the insider has made 25 open-market sales across all his holdings in the 36-month window, with zero open-market purchases, suggesting a disciplined approach to rebalancing rather than panic. The timing is notable: his prior sales at this company have shown mixed short-term results but all poor long-term timing at the 90-day horizon, as the stock has consistently risen after each exit. Applied Optoelectronics remains unprofitable and burning cash despite strong revenue growth, adding nuance to the valuation picture at current prices. The stock's dramatic near-term appreciation may reflect speculative momentum rather than fundamental improvement, making this a case where an executive's exit warrant closer attention to fundamentals.

CFO Murry Stefan J. sold 4,000 shares (4.0K) of AAOI at $136.50 for $546.0K; stock now at $146.39, up 51.2% in 30 days.

Murry Stefan J., Chief Financial Officer of APPLIED OPTOELECTRONICS, INC., sold 4,000 shares at $136.50 on 2026-04-10, reducing his holdings from 280,070 shares to 276,070 shares. The sale represents a 1.4% reduction in his post-transaction holdings. Since the transaction, AAOI has rallied to $146.39, representing a gain from the sale price. His cross-ticker track record shows 4 prior sells with an average 30-day return of +107.7%, though his same-ticker history at AAOI (3 measurable recent sales in February 2026) all showed positive 30-day returns (+92.6%, +118.1%, +112.4%), suggesting a pattern of selling ahead of continued rallies. The company reported $118.6M in quarterly revenue with +82.8% annual growth but remains unprofitable with $-17.9M net income over the most recent full fiscal year. This sale occurs as the stock is +51.2% over 30 days and +324.7% over 90 days, near its 52-week high of $153.19, though without a disclosed trading plan, the timing of this sale relative to such exceptional momentum warrants investor attention.

CFO Stefan J. Murry sold 18,020 shares in 3 separate transactions at $48.68–$50.25 for $898,689.42

Murry Stefan J., Chief Financial Officer of Applied Optoelectronics, executed 3 separate open-market sales totaling 18,020 shares for $898,689.42 at a blended average price of $49.87, reducing his holdings by 5.8%. The company reported a net loss of $17,936,000.00 over its most recent full fiscal year and remains unprofitable, though it posted annual revenue growth of +14.6% to $118,630,000.00. The stock is currently trading at $48.40, near its 52-week high of $48.49 and up 43.5% over the past 30 days and 131.5% over 90 days. Murry's cross-ticker track record shows 1 prior sell with a 90-day well-timed rate of 100.00% (his prior AAOI sale in August 2023 returned -18.0% over 90 days, a well-timed outcome), though this current filing's positioning relative to recent sharp price momentum and the company's continued unprofitability warrants attention to whether this represents a material shift in executive commitment.