ARM CLUSTER SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

ARM ▲ +33.03% at T+5d

NEUTRAL call ✓ call won +33.03% · α vs SPY +31.83% · entry $302.71 → $402.71

Next anchor: T+20d in 14d

Last close $346.39 (close Jun 8) · +14.43% from $302.71 entry

Entry anchored
May 26, 04:12 PM ET
via Databento tick

T+1d

+10.76%

call +10.76% · α +10.21%

$335.27

settled 14d ago

T+5d

+33.03%

call +33.03% · α +31.83%

$402.71

settled 8d ago

T+20d

—

call — · α —

—

in 14d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

Five ARM insiders, including the CFO, CCO, CLO, Chief People Officer, and Chief Architect, sold a total of $22.96M in open-market sales over a 7-day window. While the dollar amount is large in absolute terms, it represents only ~0.007% of ARM's $324.7B market cap, making it trivial relative to company size. The cluster is likely driven by routine portfolio diversification and tax planning, not a coordinated bearish signal.

Key Financial Metrics

Direction

selling

Total Value

$23.0M

Insiders

5

Actionable Insight

Insider selling at ARM is routine and immaterial relative to market cap. The cluster is likely driven by pre-planned 10b5-1 programs or post-vesting liquidity needs. No bearish read-through — monitor for any change in pattern (e.g., sudden acceleration in dollar volume or C-suite concentration) but no action warranted.

Key Facts

5 insiders sold $22.96M total in open-market sales from May 18-22, 2026
CFO Jason Child sold $7.23M (31,920 shares at $226.54) on May 20
CLO Spencer Collins sold $8.80M (40,900 shares at $215.00) on May 19
Total sales represent ~0.007% of ARM's $324.7B market cap
All transactions are open-market sales (code S); no insider purchases in the cluster
Prior 30-day insider activity shows 10 sells totaling $29.6M, consistent with ongoing selling pattern

Financial Impact

$22.96M in insider sales, negligible relative to $324.7B market cap

insider ownership

Risk Factors

If selling accelerates materially (e.g., >$100M/month), it could signal insider concern about valuation
No insider buying to offset the selling pattern

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.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-ARM-1779832903854

9 reports for ARM

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for ARM — sortable, filterable
	Type				Now
Jun 4, 2026 5d ago	Insider Cluster NEUTRAL ★ 2/10	$390.51 awaiting T+5	awaiting 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%)

US Market Status

Market Closed — Opens in 6h 4m

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