RMBS RAMBUS INC

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 3, 2026 Processed 9d 10h ago
Insider cluster: 3 insiders, $7.3M total
Latest settled — T+1d ⚠ clustered
RMBS ▼ -14.20% at T+1d
NEUTRAL call ✗ call lost -14.20% · α vs SPY -11.62% · entry $169.35 → $145.31
Next anchor: T+5d due 3d ago
Currently $146.56 · -13.46% from $169.35 entry
Entry anchored
Jun 3, 04:44 PM ET
via Databento tick
T+1d
-14.20%
call -14.20% · α -11.62%
$145.31
settled 9d ago
T+5d
call — · α —
due 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Two directors (Stang and Higashi) sold a combined $1.5M in open-market sales on June 1-2, while EVP/COO Fan sold $5.74M on May 26. Total cluster sales of $7.28M represent ~0.04% of RMBS's $18B market cap, well below the 0.1% materiality threshold. The sales are small relative to company size and likely reflect routine portfolio diversification or tax planning, not a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$7.3M
Insiders
3

Actionable Insight

The dollar value of this cluster is trivial relative to RMBS's $18B market cap. Insider selling at this scale is routine and non-informative. No trading action warranted based on this filing alone. Monitor for any material change in business fundamentals or a material uptick in insider selling volume (e.g., >0.5% of market cap in a single month).

Key Facts

  • Total insider sales of $7.28M over 8-day window, representing ~0.04% of $18B market cap
  • EVP/COO Sean Fan sold 37,800 shares ($5.74M) on May 26 — largest trade in cluster
  • Directors Stang and Higashi each sold 5,000 shares on June 1-2 ($730K and $815K respectively)
  • All three transactions are open-market sales (code S); no purchases in the cluster
  • Prior 30d insider activity: 7 sells totaling $9.7M, consistent with ongoing selling pattern
  • Historical calibration shows score-2 reports on RMBS have had mixed outcomes (T+20 avg alpha -2.55% for this segment)

Financial Impact

Total insider sales of $7.28M, or 0.04% of market cap — immaterial relative to company size

insider ownership

Risk Factors

  • Insider selling could accelerate if management becomes concerned about near-term headwinds, but current levels are routine
  • No purchases in the cluster — consistent with a one-sided selling pattern, but not unusual for a large-cap semiconductor company

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
76% bullish (17 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RMBS-1780524645797
11 reports for RMBS
Performance horizon
Filters
Rows
Reports for RMBS — sortable, filterable
Type Now
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$169.35 $145.31▼ −14.20%▼ −11.62%$146.56 (−13.46%)
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 4/10
$170.66 $169.35▼ −0.77%▼ −1.17%$146.56 (−14.12%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$148.02 $145.46▼ −1.73%▼ −1.97%$146.56 (−0.99%)
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$148.66 $148.02▼ −0.43%▼ −0.98%$146.56 (−1.41%)
May 7, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$126.60 $129.25▲ +2.09%▲ +1.26%$146.56 (+15.77%)
Apr 29, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$115.11 $115.11· 0.00%▼ −0.22%$146.56 (+27.32%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$111.27 $110.48▼ −0.71%▼ −0.70%$146.56 (+31.72%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$141.31 $111.27▼ −21.26%▼ −20.77%$146.56 (+3.72%)
Mar 6, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$88.52 $89.61▲ +1.23%▲ +1.41%$146.56 (+65.57%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$98.88 $87.59▼ −11.42%▼ −10.50%$146.56 (+48.22%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (52h 24m)

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