MRVL CLUSTER SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

MRVL ▲ +23.27% at T+5d

NEUTRAL call ✓ call won +23.27% · α vs SPY +21.65% · entry $168.75 → $208.02

Next anchor: T+20d in 6d

Last close $288.85 (close Jun 8) · +71.17% from $168.75 entry

Entry anchored
May 18, 01:15 PM ET
via Databento tick

T+1d

+4.43%

call +4.43% · α +5.08%

$176.23

settled 22d ago

T+5d

+23.27%

call +23.27% · α +21.65%

$208.02

settled 15d ago

T+20d

—

call — · α —

—

in 6d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

CEO Matthew Murphy and CFO Willem Meintjes sold a combined $2.03M in open-market MRVL shares over a 3-day window, representing ~0.0012% of the $163.6B market cap. The CEO also exercised and tax-withheld shares on May 20, a routine non-cash event. At this scale, the sales are trivial relative to company size and likely reflect routine portfolio diversification, not a bearish signal.

Key Financial Metrics

Direction

selling

Total Value

$2.0M

Insiders

2

Actionable Insight

The $2.03M in insider sales is negligible for a $163.6B company. No bearish signal — treat as routine portfolio management. Monitor next earnings for any guidance changes, but this cluster alone does not warrant action.

Key Facts

CEO Matthew Murphy sold 7,500 shares for $1.33M on 2026-05-13 at $177.26.
CFO Willem Meintjes sold 4,000 shares for $701K on 2026-05-15 at $175.24.
Total open-market sales: $2.03M, or ~0.0012% of MRVL's $163.6B market cap.
CEO also exercised 117,742 derivative shares at $0 and surrendered 61,992 shares for tax withholding on 2026-05-20 (non-cash, $0 economic value).
No 10b5-1 plan disclosure in the cluster data; sales are small and isolated.
MRVL has 84% analyst bullish consensus; recent insider activity (30d) shows 3 sells totaling $3.7M — this cluster is consistent with that pattern.

Financial Impact

Total open-market sales of $2.03M, representing ~0.0012% of market cap — immaterial.

insider holdings

Risk Factors

Insider sales at this scale are not predictive; no material risk to MRVL's outlook.
If future clusters show larger dollar amounts or involve multiple C-suite executives selling concurrently, reassess.

Market Snapshot

Exchange

Nasdaq

Sector

Semiconductors & Related Devices

Analyst Consensus

84% bullish (50 analysts)

Documents Analyzed

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

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-MRVL-1779409327071

22 reports for MRVL

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

88% Hit rate 7 of 8 directional calls best @ T+60▲ +145.40%Mar 5, 2026

Filters

Reports for MRVL — sortable, filterable
	Type				Now
Jun 8, 2026 1d ago	ANALYST-UPGRADE BULLISH ★ 5/10	$119.07 awaiting T+5	awaiting T+5	—	$288.85 (+142.59%)
May 31, 2026 9d ago	ANALYST-UPGRADE MIXED ★ 1/10	$89.42 $87.83	▼ −1.78%	▼ −0.25%	$288.85 (+223.04%)
May 27, 2026 13d ago	8-K BULLISH ★ 7/10	$204.95 $316.37	▲ +54.37%	▲ +54.05%	$288.85 (+40.94%)
May 26, 2026 14d ago	ANALYST-UPGRADE BULLISH ★ 6/10	$208.02 $219.43	▲ +5.49%	▲ +4.40%	$288.85 (+38.86%)
May 18, 2026 22d ago	Insider Cluster NEUTRAL ★ 2/10	$168.75 $208.02	▲ +23.27%	▲ +21.65%	$288.85 (+71.17%)
May 18, 2026 22d ago	Insider Cluster NEUTRAL ★ 2/10	$168.75 $208.02	▲ +23.27%	▲ +21.65%	$288.85 (+71.17%)
May 18, 2026 22d ago	Insider Cluster NEUTRAL ★ 2/10	$168.75 $208.02	▲ +23.27%	▲ +21.65%	$288.85 (+71.17%)
May 15, 2026 25d ago	144 NEUTRAL ★ 2/10	$168.75 $208.02	▲ +23.27%	▲ +21.65%	$288.85 (+71.17%)
May 13, 2026 27d ago	144 NEUTRAL ★ 2/10	$182.46 $190.61	▲ +4.47%	▲ +5.18%	$288.85 (+58.31%)
May 9, 2026 4w ago	ANALYST-UPGRADE MIXED ★ 5/10	$119.60 $132.80	▲ +11.04%	▲ +7.85%	$288.85 (+141.52%)

US Market Status

Market Closed — Opens in 6h 17m

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