RMBS RAMBUS INC

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 27, 2026 Processed 10d 2h ago
Insider cluster: 3 insiders, $6.7M total
Latest settled — T+5d
RMBS ▲ +15.30% at T+5d
NEUTRAL call ✓ call won +15.30% · α vs SPY +15.34% · entry $148.02 → $170.66
Next anchor: T+20d in 18d
Last close $145.31 (close Jun 5) · -1.83% from $148.02 entry
Entry anchored
May 27, 03:59 PM ET
via Databento tick
T+1d
-1.73%
call -1.73% · α -1.97%
$145.46
settled 10d ago
T+5d
+15.30%
call +15.30% · α +15.34%
$170.66
settled 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three Rambus insiders sold a total of $6.67M in open-market sales over a 7-day window, led by the EVP/COO ($5.74M) and a director ($788K). The total represents ~0.04% of the $17B market cap, well below the 0.1% materiality threshold, making this a routine liquidity-driven cluster. No insider buying was present.

Key Financial Metrics

Direction
selling
Total Value
$6.7M
Insiders
3

Actionable Insight

This cluster is too small relative to market cap to warrant a bearish read. Monitor for any upcoming earnings or material agreement filings that could provide context for the COO's larger sale, but treat this as routine portfolio diversification.

Key Facts

  • EVP/COO Sean Fan sold 37,814 shares for $5.74M on May 26 at $151.69
  • Director Emiko Higashi sold 5,000 shares for $788K on May 26 at $157.57
  • SVP/GC John Shinn sold 1,000 shares for $144K on May 22 at $143.63
  • Total cluster value of $6.67M equals ~0.04% of Rambus's $17B market cap
  • All three trades were open-market sales (code S); no insider purchases in the cluster
  • No 10b5-1 plan disclosure or vesting pattern noted in the filing

Financial Impact

$6.67M in total insider sales, representing 0.04% of market cap

insider ownership

Risk Factors

  • Insider sales at current elevated stock price ($157) could signal perceived overvaluation, though dollar amount is immaterial
  • No insider buying to offset the selling pattern

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-1779921814919
11 reports for RMBS
Performance horizon
Filters
Rows
Reports for RMBS — sortable, filterable
Type Now
Jun 3, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$169.35 $145.31▼ −14.20%▼ −11.62%$145.31 (−14.20%)
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 4/10
$170.66 $169.35▼ −0.77%▼ −1.17%$145.31 (−14.85%)
May 27, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$148.02 $145.46▼ −1.73%▼ −1.97%$145.31 (−1.83%)
May 26, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 7, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$126.60 $129.25▲ +2.09%▲ +1.26%$145.31 (+14.78%)
Apr 29, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$115.11 $115.11· 0.00%▼ −0.22%$145.31 (+26.24%)
Apr 27, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$111.27 $110.48▼ −0.71%▼ −0.70%$145.31 (+30.59%)
Apr 24, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$141.31 $111.27▼ −21.26%▼ −20.77%$145.31 (+2.83%)
Mar 6, 2026
13w ago
DEFA14A
NEUTRAL ★ 3/10
$88.52 $89.61▲ +1.23%▲ +1.41%$145.31 (+64.15%)
Mar 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$98.88 $87.59▼ −11.42%▼ −10.50%$145.31 (+46.96%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (12h 16m)

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