WDC WESTERN DIGITAL CORP
Price Chart
Executive Summary
CEO and COO sold a combined $3.4M in open-market sales, representing a trivial 0.0023% of WDC's $150B market cap. The sales follow strong Q3FY26 earnings with 45% YoY revenue growth and raised guidance, making the insider activity routine portfolio diversification with no bearish signal.
Key Financial Metrics
Actionable Insight
Insider sales are de minimis and likely reflect routine post-earnings portfolio adjustments. Focus on strong Q3 results and upbeat Q4 guidance, which reinforce positive fundamentals. No action warranted from this cluster.
Key Facts
- CEO Irving Tan sold 3,257 shares at $406.52 for $1.32M on 2026-05-01
- COO Vidyadhara K Gubbi sold 4,674 shares at $443.19 for $2.07M on 2026-05-04
- Total insider sales of $3.40M represent just 0.0023% of market cap
- WDC reported Q3FY26 revenue of $3.34B (+45% YoY) and non-GAAP EPS of $2.72 (+97% YoY)
- Q4FY26 guidance calls for revenue growth of 36-44% YoY and non-GAAP gross margin of 51-52%
- Board declared a 20% dividend increase to $0.15 per share
Financial Impact
Insider sales of $3.4M are negligible relative to $150B market cap
Risk Factors
- Further insider selling could erode confidence if it accelerates beyond trivial amounts
- Any slowdown in storage demand or AI-related data growth would pressure the stock
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-WDC-1778019319837 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Insider Cluster
| $529.98 awaiting T+1 | awaiting T+1 | — | $562.93 (+6.22%) |
|
Jun 11, 2026
3d ago
|
Insider Cluster
| $529.98 awaiting T+1 | awaiting T+1 | — | $562.93 (+6.22%) |
|
Jun 3, 2026
11d ago
|
8-K
| $593.83 $575.56 | ▼ −3.08% | ▼ −3.48% | $562.93 (−5.20%) |
|
Jun 2, 2026
12d ago
|
Insider Cluster
| $593.83 $575.56 | ▼ −3.08% | ▼ −3.48% | $562.93 (−5.20%) |
|
Jun 2, 2026
12d ago
|
Insider Cluster
| $593.83 $575.56 | ▼ −3.08% | ▼ −3.48% | $562.93 (−5.20%) |
|
May 29, 2026
16d ago
|
Insider Cluster
| $546.30 $563.43 | ▲ +3.14% | ▲ +2.99% | $562.93 (+3.04%) |
|
May 28, 2026
17d ago
|
8-K
| $529.36 $531.56 | ▲ +0.42% | ▲ +0.18% | $562.93 (+6.34%) |
|
May 4, 2026
6w ago
|
Insider Cluster
| $441.37 $465.12 | ▲ +5.38% | ▲ +4.59% | $562.93 (+27.54%) |
|
May 1, 2026
6w ago
|
Insider Cluster
| $431.40 $441.37 | ▲ +2.31% | ▲ +2.65% | $562.93 (+30.49%) |
|
Mar 2, 2026
15w ago
|
Insider Cluster
| $269.93 $250.65 | ▲ +7.14% | ▲ +6.23% | $562.93 (−108.55%) |
US Market Status
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