SMTC SEMTECH CORP

NEUTRAL Impact: 4/10 Insider Cluster (1 insider)
Horizon days Filed Mar 18, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $730K total
Latest settled — T+20d
SMTC ▲ +0.34% at T+20d
NEUTRAL call ✓ call won +0.34% · α vs SPY -5.71% · entry $1,294.71 → $1,299.10
Next anchor: T+60d tomorrow
Currently $157.52 · -87.83% from $1,294.71 entry
Entry anchored
Mar 17, 03:59 PM ET
via Databento tick
T+1d
+0.05%
call +0.05% · α +0.31%
$1,295.30
settled 3mo ago
T+5d
+0.08%
call +0.08% · α +0.79%
$1,295.70
settled 3mo ago
T+20d
+0.34%
call +0.34% · α -5.71%
$1,299.10
settled 8w ago
T+60d
call — · α —
tomorrow

Price Chart

Loading chart...

Executive Summary

Semtech CFO Lin Mark conducted a series of transactions including an open-market sale of $689,409 worth of shares, a disposition to the issuer of $294,449, and tax-related surrender of $365,766 in shares, alongside a non-cash grant of 9,394 shares. The only economically meaningful transaction is the open-market sale, which represents a modest portion of his holdings and occurs amid routine tax and compensation adjustments. Given the mix of cash and non-cash events, the cluster is primarily administrative with limited directional signal.

Key Financial Metrics

Direction
selling
Total Value
$689.4K
Insiders
1

Actionable Insight

Monitor for follow-up transactions or 10-Q filing — isolated CFO selling at this level is routine, but combined with tax events and a grant, suggests equity management rather than negative sentiment. Not a standalone trading signal.

Key Facts

  • CFO Lin Mark sold 9,186 shares in the open market for $689,409 at $75.05 per share
  • Same insider disposed 3,848 shares to the issuer and surrendered 4,780 shares for tax withholding at $76.52
  • 9,394 shares were granted at $0 — a non-cash, routine equity award
  • Total open-market sale value: $689,409 (~0.01% of $7.2B market cap)
  • No other insiders participated in this cluster

Financial Impact

$689,409 in open-market selling by CFO; no net dilution or cash inflow to company

insider ownershipshare count (temporarily diluted by grant)

Risk Factors

  • Perception risk from CFO selling while other insiders are inactive
  • Potential misinterpretation of tax withholding and issuer disposition as negative selling

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (4 trades, 7d window)cluster-SMTC-1774469077970
9 reports for SMTC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SMTC — sortable, filterable
Type Now
Jun 9, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$157.65 awaiting T+1awaiting T+1$157.52 (−0.08%)
Jun 1, 2026
8d ago
Insider Cluster
NEUTRAL ★ 3/10
$1,305.50 $1,305.70▲ +0.02%▲ +0.74%$157.52 (−87.93%)
Jun 1, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$1,305.50 $1,305.70▲ +0.02%▲ +0.74%$157.52 (−87.93%)
Jun 1, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$1,305.50 $1,305.70▲ +0.02%▲ +0.74%$157.52 (−87.93%)
May 26, 2026
14d ago
8-K
BULLISH ★ 7/10
$1,304.90 $1,304.90· 0.00%▼ −0.55%$157.52 (−87.93%)
Apr 22, 2026
6w ago
144
NEUTRAL ★ 2/10
$1,299.70 $1,300.10▲ +0.03%▲ +0.42%$157.52 (−87.88%)
Apr 1, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$1,296.91 $1,297.71▲ +0.06%▼ −0.02%$157.52 (−87.85%)
Mar 18, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$1,294.71 $1,295.30▲ +0.05%▲ +0.31%$157.52 (−87.83%)
Mar 11, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$1,293.91 $1,293.91▼ −0.00%▲ +1.48%$157.52 (−87.83%)
Showing 9 of 9

US Market Status

Market Closed — Opens Thu (10h 30m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access