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XNAS · SEMICONDUCTORS & RELATED DEVICES

4 articles20 insider tx20 holders0 supply chain4 selling intent filings2 new insiders

Research articles

Includes notes from domestic 8-K and foreign private issuer 6-K disclosures.

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Recent insider activity

Insider net $ (monthly)open-market Form 4 only - grants, exercises, tax withholding excluded$10.0M$5.0M$0-$5.0M-$10.0M2024-10 $02024-11 -$399K2024-12 $02025-01 $02025-02 $02025-03 $02025-04 $02025-05 $02025-06 $02025-07 $02025-08 $02025-09 $02025-10 $02025-11 $02025-12 $02026-01 $250K2026-02 -$981K2026-03 $02026-04 $02026-05 -$6.5M2026-06 $02026-07 $02026-08 $10.0M2026-09 $0Institutional shares (majority-gated quarters)2.0B1.0B02025-Q4 1.3B sh2026-Q1 951.0M sh2026-Q2 1.0B shOct 24Dec 24Feb 25Apr 25Jun 25Aug 25Oct 25Dec 25Feb 26Apr 26Jun 26Aug 26Q4 2025Q1 2026Q2 2026~ derived from SEC-reported shares x price. Hatched: excluded (implausible price) or unpriced.

open-market Form 4 only - grants, exercises, tax withholding excluded

1 buyers - 0 unique sellers · 9 accumulating - 6 trimming - 0 unchanged

Date Insider Title Type Shares Price Value
August 11, 2026 Tan Lip Bu CEO BUY 105,263 $95 ~$10.0M
July 30, 2026 Chandrasekaran Nagasubramaniyan EVP, CT & Ops Off, GM Foundry OPTION_EXERCISE 33,007 — —
July 30, 2026 Chandrasekaran Nagasubramaniyan EVP, CT & Ops Off, GM Foundry TAX_WITHHOLD -14,738 $90 ~$1.3M
July 30, 2026 Chandrasekaran Nagasubramaniyan EVP, CT & Ops Off, GM Foundry OPTION_EXERCISE -33,007 — —
July 30, 2026 Barratt Craig H — GRANT 1,461 — —
June 1, 2026 Zinsner David EVP, CFO OPTION_EXERCISE 37,015 — —
June 1, 2026 Zinsner David EVP, CFO TAX_WITHHOLD -18,353 $110 ~$2.0M
June 1, 2026 Zinsner David EVP, CFO OPTION_EXERCISE -37,015 — —
May 30, 2026 Katouzian Aliyar EVP, GM CC & Physical AI Grp GRANT 32,729 — —
May 30, 2026 Katouzian Aliyar EVP, GM CC & Physical AI Grp GRANT 87,276 — —
May 30, 2026 Bawa Aparna EVP, CLO & CPO GRANT 27,274 — —
May 29, 2026 Chandrasekaran Nagasubramaniyan EVP, CT & Ops Off, GM Foundry SELL -21,024 $118 ~$2.5M
May 13, 2026 Weisler Dion J — GRANT 2,782 — —
May 13, 2026 Smith Stacy J — GRANT 2,782 — —
May 13, 2026 Smith Gregory D — GRANT 2,782 — —
May 13, 2026 Sanghi Steve — GRANT 2,782 — —
May 13, 2026 Novick Barbara — GRANT 2,782 — —
May 13, 2026 Novick Barbara — GRANT 1,502 — —
May 13, 2026 Meurice Eric — GRANT 2,782 — —
May 13, 2026 Henry Alyssa — GRANT 2,782 — —

Insider Selling Intent (Form 144)

Date Filer Relationship Est. shares Filing
May 29, 2026 Chandrasekaran Nagasubramaniyan — 21,024 SEC
May 15, 2026 J.P. Morgan Securities LLC as agent and attorney-in-fact for Frank Yeary. — — SEC
May 15, 2026 Frank D Yeary — 59,617 SEC
May 1, 2026 April V Boise — — SEC

New Insiders (Form 3)

Date Insider Title Relationship Shares Filing
May 22, 2026 — — — — SEC
May 22, 2026 — — — — SEC

Institutional holdings

Institution Shares Value ($) Change % Filing date
BlackRock 426,478,962 ~$59.5B -4.8% August 7, 2026
State Street 216,849,675 ~$30.3B 1.2% August 7, 2026
BlackRock 447,794,132 ~$19.8B 3.6% May 13, 2026
BlackRock 432,155,824 ~$15.9B — February 12, 2026
Vanguard Group 404,522,308 ~$14.9B — January 29, 2026
Fidelity (FMR) 94,431,754 ~$13.2B 64.2% August 13, 2026
BlackRock 361,670,517 ~$11.2B — August 13, 2024
State Street 214,321,018 ~$9.5B 2.8% May 15, 2026
Morgan Stanley 61,516,453 ~$8.6B 13.9% August 13, 2026
Citadel Advisors 59,638,211 ~$8.3B 8.1% August 14, 2026
State Street 208,536,784 ~$7.7B — February 13, 2026
JP Morgan Chase 57,941,948 ~$7.6B 62.1% August 12, 2026
Goldman Sachs 30,641,624 ~$4.3B 18.7% August 14, 2026
Citadel Advisors 81,635,501 ~$3.0B — February 17, 2026
Fidelity (FMR) 57,515,133 ~$2.5B 110.7% May 15, 2026
Citadel Advisors 55,185,546 ~$2.4B -32.4% May 15, 2026
Morgan Stanley 65,249,269 ~$2.4B — May 27, 2026
Morgan Stanley 53,989,387 ~$2.4B -17.3% May 15, 2026
DE Shaw 12,813,268 ~$1.8B -41.0% August 14, 2026
Millennium Management 12,600,251 ~$1.8B -3.5% August 14, 2026
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