GSIT GSI TECHNOLOGY INC

BEARISH Impact: 5/10 Insider Cluster (2 insiders)
Horizon days Filed May 22, 2026 Processed 15d 4h ago
Insider cluster: 2 insiders, $732K total
Latest settled — T+5d ⚠ clustered
GSIT ▲ +3.41% at T+5d
SHORT call ✗ call lost -3.41% · α vs SPY -2.33% · entry $10.55 → $10.91
Next anchor: T+20d in 16d
Last close $8.01 (close Jun 5) · +24.08% from $10.55 entry (call sign-flipped)
Entry anchored
May 22, 03:59 PM ET
via Databento tick
T+1d
-0.85%
call +0.85% · α +0.81%
$10.46
settled 12d ago
T+5d
+3.41%
call -3.41% · α -2.33%
$10.91
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two GSIT insiders — the CFO and VP of Sales — sold a combined $732K in open-market shares within the same week as the company's FQ4 2026 earnings release (May 22). VP Lasserre sold shares the day after exercising options at a fraction of the market price, locking in a ~87% gain in one day. The CFO's $453K sale came 8 days before earnings at $11.32, near the stock's recent highs. The cluster represents ~0.22% of the $335M market cap, which is modest but notable given the proximity to earnings and the option-exercise-plus-sale pattern by the VP.

Key Financial Metrics

Direction
selling
Total Value
$732.0K
Insiders
2

Actionable Insight

Watch for a near-term pullback as insiders sell into strength just after earnings. The Nasdaq semiconductor sector has been weak (0% analyst bullish consensus), and the widened loss + pre-revenue AI chip spending mean any insider confidence signal erodes. If additional filings show sales by directors in the next 10 days, consider trimming GSIT positions.

Key Facts

  • CFO Schirle sold 40,000 shares on May 14 at $11.32 for $453K — the largest single insider sale this period.
  • VP Lasserre sold 30,000 shares on May 21 at $9.31 for $279K, one day after exercising options at $4.99 (87% gain).
  • Both sales occurred within 8 days of GSIT's FQ4 2026 earnings, which showed a widened net loss ($4.8M vs $2.2M a year ago).
  • Total cluster value of $732K equals ~0.22% of GSIT's $335M market cap — in the modest-to-noteworthy range.
  • GSIT's stock has rallied significantly (30d price angle suggests strong gains), and insider selling at elevated levels near earnings is a traditional caution signal.

Financial Impact

$732K in insider sales over 7 days, ~0.22% of market cap

dilutioninsider ownershipstock supply

Risk Factors

  • Insider selling may reflect routine 10b5-1 plan compliance rather than bearish conviction, but no plan disclosures accompany these trades.
  • The VP Lasserre sale is clearly a same-day option exercise-and-sell, which is a standard cashless exercise — partially pre-planned.
  • GSIT's stock volatility (30d range suggests large moves) could mean the pullback has already been priced.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
0% bullish (6 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GSIT-1779482378760
11 reports for GSIT
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+20▲ +36.74%Mar 10, 2026
Filters
Rows
Reports for GSIT — sortable, filterable
Type Now
Jun 3, 2026
3d ago
Insider Cluster
BEARISH ★ 5/10
awaiting T+5
Jun 3, 2026
3d ago
Insider Cluster
BEARISH ★ 5/10
awaiting T+5
May 27, 2026
10d ago
Insider Cluster
NEUTRAL ★ 5/10
$10.64 $9.76▼ −8.27%▼ −8.22%$8.01 (−24.72%)
May 26, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$10.33 $10.45▼ −1.16%▲ +0.05%$8.01 (+22.46%)
May 22, 2026
15d ago
Insider Cluster
BEARISH ★ 5/10
$10.55 $10.91▼ −3.41%▼ −2.33%$8.01 (+24.08%)
May 22, 2026
15d ago
8-K
NEUTRAL ★ 4/10
$9.66 $10.91▲ +12.89%▲ +11.21%$8.01 (−17.08%)
May 12, 2026
26d ago
Insider Cluster
BEARISH ★ 5/10
$11.54 $8.66▲ +24.96%▲ +24.36%$8.01 (+30.59%)
May 11, 2026
27d ago
Insider Cluster
BEARISH ★ 5/10
$11.72 $8.96▲ +23.55%▲ +23.46%$8.01 (+31.66%)
May 7, 2026
4w ago
8-K
MIXED ★ 5/10
$8.45 $10.86▲ +28.52%▲ +27.06%$8.01 (−5.21%)
Mar 18, 2026
11w ago
8-K
NEUTRAL ★ 4/10
$5.93 $6.30▲ +6.24%▲ +6.95%$8.01 (+35.08%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (12h 17m)

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