SVP Seshasayee sold 110,080 shares at $90.00 on 2025-02-20 for $9,907,200; holdings reduced -38.1%
Varadarajan Seshasayee, Senior Vice President at Lam Research, executed 2 separate sales totaling 110,080 shares for $9,907,200.00 at $90.00 per share, reducing his holdings by 38.1% from 289,164 to 179,084 shares. His cross-ticker track record shows a 90-day well-timed rate of 100.00% across prior sells, with prior trades at LRCX on 2024-03-19 and 2024-03-18 also exhibiting strong 90-day downside capture (-88.3% and -88.8% respectively). The current stock price of $86.02 is 23.7% below the 52-week high of $112.73, and the company faces a -14.5% annual revenue decline alongside a P/E of 2.95, suggesting structural business pressure. This substantial reduction in a senior executive's stake, combined with the consistent pattern of his prior sells occurring ahead of material declines, provides context for the market's ongoing valuation compression.