NTAP NetApp, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 5, 2026 Processed 9d 12h ago
Insider cluster: 2 insiders, $1.3M total

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Executive Summary

Two NetApp insiders sold a combined $1.32M in open-market transactions within a week of the company's record Q4 FY2026 earnings report. The sales are small relative to NetApp's $35.3B market cap (0.004%) and are likely routine post-earnings diversification, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
2

Actionable Insight

The sales are immaterial in size and likely reflect routine post-earnings portfolio rebalancing. Monitor for any larger insider sales or a change in the buyback execution pace, but no immediate trading action is warranted.

Key Facts

  • Director Gerald Held sold 7,132 shares at $180 for $1.28M on June 3, 2026.
  • VP & Controller Daniel De Lorenzo sold 225 shares at $171.09 for $38,495 on June 1, 2026.
  • Total insider sales of $1.32M represent ~0.004% of NetApp's $35.3B market cap.
  • Sales occurred 4-6 days after NetApp reported record Q4 FY2026 revenue of $1.95B (+12% YoY) and non-GAAP EPS of $2.43 (+26% YoY).
  • No insider purchases were reported in the cluster window.

Financial Impact

Insider sales of $1.32M are trivial relative to $35.3B market cap (0.004%).

insider holdings

Risk Factors

  • Insider sales could accelerate if the stock continues to rally from recent highs.
  • No insider buying alongside strong results may suggest management sees limited near-term upside.

Market Snapshot

Exchange
Nasdaq
Sector
Computer Storage Devices
Analyst Consensus
43% bullish (28 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-NTAP-1780693295071
5 reports for NTAP
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +45.23%Mar 3, 2026
Filters
Rows
Reports for NTAP — sortable, filterable
Type Now
Jun 5, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$167.08 awaiting T+5awaiting T+5$161.61 (−3.27%)
May 28, 2026
17d ago
8-K
BULLISH ★ 7/10
$174.29 $181.08▲ +3.90%▲ +4.19%$161.61 (−7.28%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$123.95 $174.29▲ +40.61%▲ +38.76%$161.61 (+30.38%)
Mar 3, 2026
14w ago
Court Ruling
BULLISH ★ 6/10
$98.29 $96.42▼ −1.90%▼ −1.43%$161.61 (+64.43%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 7/10
$99.64 $100.10▲ +0.46%▲ +1.67%$161.61 (+62.19%)
Showing 5 of 5

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