ARM ARM HOLDINGS PLC /UK

NEUTRAL Impact: 3/10 Insider Cluster (5 insiders)
Horizon days Filed May 22, 2026 Processed 18d 10h ago
Insider cluster: 5 insiders, $23.2M total
Latest settled — T+5d
ARM ▲ +27.28% at T+5d
NEUTRAL call ✓ call won +27.28% · α vs SPY +26.20% · entry $321.22 → $408.85
Next anchor: T+20d in 13d
Last close $346.39 (close Jun 8) · +7.84% from $321.22 entry
Entry anchored
May 22, 04:54 PM ET
via Databento tick
T+1d
-5.13%
call -5.13% · α -5.08%
$304.75
settled 15d ago
T+5d
+27.28%
call +27.28% · α +26.20%
$408.85
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Five C-suite insiders at ARM sold a total of $23.24M in open-market sales over a 4-day window (May 18-21, 2026). The CFO, Chief Legal Officer, Chief Architect, Chief Commercial Officer, and Chief People Officer all sold, with the CFO alone selling $7.23M and the CLO selling $8.80M. At a $315.9B market cap, the total represents ~0.007% — a trivial fraction — making this a routine liquidity/vesting-driven cluster with no material directional signal.

Key Financial Metrics

Direction
selling
Total Value
$23.2M
Insiders
5

Actionable Insight

This cluster is routine and non-informative. The dollar amount is negligible relative to ARM's massive market cap, and the sales are likely driven by scheduled vesting/blackout-window openings rather than shared bearish conviction. No action warranted. Monitor next earnings (likely late July/early August) for fundamental updates.

Key Facts

  • 5 C-suite insiders sold $23.24M total in open-market sales over 4 days (May 18-21, 2026)
  • Total sales represent ~0.007% of ARM's $315.9B market cap — well below the 0.1% materiality threshold
  • CFO Jason Child sold $7.23M (31,920 shares at $226.54) on May 20
  • CLO Spencer Collins sold $8.80M (40,941 shares at $215.00) on May 19
  • Chief Architect Richard Grisenthwaite sold $5.09M (24,339 shares at $209.15) on May 18
  • No open-market purchases in the cluster — all trades are sales
  • Per academic literature, cluster sales are not more informative than non-cluster sales; common vesting/blackout windows drive clustering

Financial Impact

Total insider sales of $23.24M represent ~0.007% of ARM's $315.9B market cap — trivial and routine

insider ownershipfloat

Risk Factors

  • No material risk from this cluster — sales are trivial relative to market cap
  • If a future 8-K reveals unexpected negative news, these sales could be viewed as opportunistic in hindsight, but current data does not support that inference

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
64% bullish (45 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ARM-1779485028978
9 reports for ARM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ARM — sortable, filterable
Type Now
Jun 4, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$390.51 awaiting T+5awaiting T+5$346.39 (−11.30%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$302.71 $402.71▲ +33.03%▲ +31.83%$346.39 (+14.43%)
May 26, 2026
14d ago
20-F
BULLISH ★ 7/10
$302.71 $402.71▲ +33.03%▲ +31.83%$346.39 (+14.43%)
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$321.22 $408.85▲ +27.28%▲ +26.20%$346.39 (+7.84%)
May 21, 2026
19d ago
Insider Cluster
NEUTRAL ★ 3/10
$306.51 $408.85▲ +33.39%▲ +31.71%$346.39 (+13.01%)
May 20, 2026
20d ago
144
NEUTRAL ★ 2/10
$256.73 $302.71▲ +17.91%▲ +16.67%$346.39 (+34.92%)
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$256.73 $335.27▲ +30.59%▲ +28.79%$346.39 (+34.92%)
Apr 22, 2026
6w ago
144
NEUTRAL ★ 3/10
$196.57 $197.52▲ +0.48%▲ +0.43%$346.39 (+76.22%)
Apr 21, 2026
7w ago
6-K
NEUTRAL ★ 3/10
$175.49 $198.65▲ +13.20%▲ +12.11%$346.39 (+97.38%)
Showing 9 of 9

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