Insider trading in AI stocks, Q4 2026 so far: who sold, who bought
Q4 2026 so far: we read 149 Forms 3, 4 and 5 filed by 138 executives, directors and large shareholders of 61 AI and semiconductor companies tracked on Silicon Floor, through Oct 5, 2026. 56 of them sold $266.9M of stock and 0 bought $0.00 (Form 4 codes S and P: in the market or privately).
Biggest insider sellers
- Timothy D. Cook, Executive Chair · Director, sold $63.8M of Apple (AAPL) — 191,753 shares in 4 trades, Oct 2, 2026; held 3.2M shares at the end of the quarter ($1.1B). Form 4
- William D. Mosley, CEO · Director, sold $27.7M of Seagate (STX) — 30,000 shares in 44 trades, Oct 1, 2026; held 362,108 shares at the end of the quarter ($321.2M). Form 4
- Wajid Ali, EVP & CHIEF FINANCIAL OFFICER, sold $25.7M of Lumentum (LITE) — 24,542 shares in 1 trade, Oct 1, 2026; held 75,074 shares at the end of the quarter ($82.0M). Form 4
- Michael L. Speiser, Director, sold $17.5M of Snowflake (SNOW) — 50,741 shares in 7 trades, Oct 2, 2026; held 1.6M shares at the end of the quarter ($556.2M). Form 4
- Deirdre O'Brien, Senior Vice President, sold $15.5M of Apple (AAPL) — 46,389 shares in 2 trades, Oct 2, 2026; held 136,810 shares at the end of the quarter ($45.5M). Form 4
- Sameer K. Gandhi, Director, sold $14.3M of CrowdStrike (CRWD) — 54,000 shares in 10 trades, Oct 1, 2026; held 15.6M shares at the end of the quarter ($4.3B). Form 4
- Patrizio Vinciarelli, Chairman & CEO · Director · 10% owner, sold $12.5M of Vicor (VICR) — 40,000 shares in 24 trades, Oct 1, 2026 to Oct 2, 2026; held 8.5M shares at the end of the quarter ($2.6B). Form 4
- Yat Tung Lam, Chief Operating Officer · Director, sold $10.3M of Credo (CRDO) — 50,000 shares in 1 trade, Oct 1, 2026; held 2.8M shares at the end of the quarter ($595.2M). Form 4
- Arkadiy Volozh, CEO · Director · 10% owner, sold $8.8M of Nebius (NBIS) — 37,778 shares in 1 trade, Oct 1, 2026; held 29.4M shares at the end of the quarter ($6.8B). Form 4
- John Ternus, CEO · Director, sold $8.5M of Apple (AAPL) — 25,412 shares in 4 trades, Oct 2, 2026; held 59,567 shares at the end of the quarter ($19.8M). Form 4
- Andrey Korolenko, Chief Infrastructure Officer, sold $6.8M of Nebius (NBIS) — 29,090 shares in 1 trade, Oct 1, 2026; held 522,248 shares at the end of the quarter ($121.5M). Form 4
- Anurag Saha, CHIEF ACCOUNTING OFFICER, sold $6.5M of CrowdStrike (CRWD) — 24,776 shares in 6 trades, Oct 1, 2026; held 181,100 shares at the end of the quarter ($49.4M). Form 4
- Christian Kleinerman, EVP, Product Management, sold $5.1M of Snowflake (SNOW) — 15,000 shares in 1 trade, Oct 1, 2026; held 628,629 shares at the end of the quarter ($213.1M). Form 4
- Jacob DeWitte, Co-Founder, CEO · Director · 10% owner, with Caroline Cochran (the same shares), sold $4.4M of Oklo (OKLO) — 120,000 shares in 4 trades, Oct 1, 2026; held 20.2M shares at the end of the quarter ($724.8M). Form 4
- William L. Meaney, President and CEO · Director, sold $4.2M of Iron Mountain (IRM) — 38,474 shares in 3 trades, Oct 1, 2026; held 295,650 shares at the end of the quarter ($33.2M). Form 4
Most sold by insiders
- Apple (AAPL): $87.8M sold by 3 insiders
- Seagate (STX): $27.7M sold by 1 insider
- Lumentum (LITE): $25.7M sold by 1 insider
- CrowdStrike (CRWD): $23.5M sold by 3 insiders
- Snowflake (SNOW): $22.6M sold by 2 insiders
- Nebius (NBIS): $19.1M sold by 3 insiders
- Vicor (VICR): $13.5M sold by 2 insiders
- Credo (CRDO): $11.3M sold by 2 insiders
- Analog Devices (ADI): $5.3M sold by 3 insiders
- Oklo (OKLO): $5.0M sold by 2 insiders
- Iron Mountain (IRM): $4.8M sold by 2 insiders
- NetApp (NTAP): $3.3M sold by 2 insiders
- Marvell (MRVL): $2.6M sold by 1 insider
- Bloom Energy (BE): $2.3M sold by 1 insider
- Cohu (COHU): $1.6M sold by 1 insider
Who sold
| Role | Sold | Sellers | Bought | Buyers |
|---|---|---|---|---|
| CEOs | $79.4M | 15 | $0.00 | 0 |
| CFOs | $26.7M | 5 | $0.00 | 0 |
| Other executives | $125.5M | 28 | $0.00 | 0 |
| Directors | $35.3M | 8 | $0.00 | 0 |
Month by month
| Month | Sold | Bought |
|---|---|---|
| October 2026 | $266.9M | $0.00 |
| November 2026 | $0.00 | $0.00 |
| December 2026 | $0.00 | $0.00 |
New insiders
2 people filed their first Form 3 at a tracked company in Q4 2026: new CEOs, CFOs, directors and large shareholders.
- Todd Ankenmann, Chief Financial Officer, Celestica (CLS) — Oct 1, 2026
- Michael Resha, EVP. Man, Logistics and Op Ex, Vertiv (VRT) — Oct 5, 2026
How we read it
Officers, directors and 10% shareholders report each trade on a Form 4 within two business days. This report counts the purchases and sales (codes P and S: in the market or privately) of people filing on their own behalf, at the price they report, including shares held through their trusts and family vehicles. Grants, option exercises, shares withheld for taxes and gifts are not trades. Funds that report through a director they appoint, such as Silver Lake at Dell or LS Power at NRG, are left out: those shares are the fund's. So are shares that change hands between insiders or their own accounts at the same price on the same day, and shares a spouse also reports are counted once. Amendments replace the lines they correct. Many large sales follow pre-arranged trading plans (Rule 10b5-1); each filing says so. Not investment advice.