Director William H Yeh sold 15,000 AAOI shares at $105.76 for $1.6M on 2026-03-09; stock now at $120.49.
Yeh sold 15,000 shares (5.9% of his pre-transaction holdings of 253.8K shares) at $105.76, well before the stock's current level of $120.49. The timing of this sale is notable: AAOI has surged +172.0% in the 30 days since the transaction and +244.4% over 90 days, suggesting the insider's exit preceded a significant rally. At AAOI specifically, Yeh's prior 5 trades show a mixed record: recent August 2025 buys captured strong 30-day gains (+26.5%, +19.0%), though the oldest 2024 purchases showed longer-term losses. This sell occurs against a backdrop of fundamental strain—the company generated $118.6M in quarterly revenue with -$17.9M net income (unprofitable full-year fiscal performance) and is valued at $9.1B (a steep multiple on current earnings). The sale reduces Yeh's conviction stake in a volatile, loss-making growth company during a period of extraordinary momentum.
Director Yeh William H bought 18,000 shares of AAOI across 3 transactions for $405,700.00 ($22.54 avg) on 2025-08-13/14, expanding stake to 253.8K shares amid cluster buying.
Yeh William H purchased 18,000 shares totaling $405,700.00 across three separate transactions at prices ranging from $21.40 to $23.15. This represents a 7.6% increase in his holdings at a blended average price of $22.54, which stands 7.3% above the current price of $21.01. His prior buys at AAOI have experienced negative 90-day returns averaging approximately -23.2% across measurable periods, and 0 of 2 prior buys at this ticker were well-timed at the 90-day mark. The company is unprofitable with a latest-quarter net income of $-9.1M, though annual revenue growth stands at +14.6%. A cluster pattern exists with 3 other insiders also purchasing within the past 14 days. The stock has declined 28.2% over the past 30 days and is 52.3% below its 52-week high of $44.03.
