MPWR MONOLITHIC POWER SYSTEMS INC

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed May 27, 2026 Processed 9d 2h ago
Insider cluster: 2 insiders, $8.7M total

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Executive Summary

Two MPWR insiders (EVP & General Counsel Saria Tseng and Director Jeff Zhou) sold a total of $8.75M in open-market sales over a 5-day window, with Tseng's $7.93M sale dominating. The total represents ~0.01% of MPWR's $81.7B market cap, well below the 0.1% materiality threshold for insider sales. Per academic literature, cluster sales are not reliably informative — the timing likely reflects routine portfolio rebalancing or blackout-window openings, not a shared bearish view. The historical calibration shows past MPWR reports have been highly accurate (100% win rate at T+20), but this cluster is too small to warrant a directional call.

Key Financial Metrics

Direction
selling
Total Value
$8.8M
Insiders
2

Actionable Insight

The cluster is too small relative to market cap to be material. Insider sales at MPWR have been routine (7 sells for $20.9M in the prior 30 days). No C-suite participation and no 10b5-1 plan disclosures — treat as noise. Monitor next 8-K or earnings for any fundamental change, but this filing alone does not warrant a trading action.

Key Facts

  • EVP & General Counsel Saria Tseng sold 5,000 shares at $1,586.43 for $7.93M on 2026-05-22
  • Director Jeff Zhou sold 486 shares at $1,680.00 for $816K on 2026-05-26
  • Total open-market sales: $8.75M, representing ~0.01% of MPWR's $81.7B market cap
  • Tseng also made a non-cash gift of 200 shares ($0 value) on 2026-05-22
  • No C-suite (CEO/CFO) participation — sales limited to General Counsel and a Director
  • Prior 30-day insider activity: 7 sells totaling $20.9M, consistent with ongoing routine selling

Financial Impact

$8.75M in open-market sales, ~0.01% of market cap — trivial relative to company size

insider ownership

Risk Factors

  • Insider sales could accelerate if management perceives headwinds in the semiconductor cycle
  • No CEO/CFO selling — risk of misinterpretation as bearish signal when it is likely routine

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
88% bullish (25 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MPWR-1779924523838
22 reports for MPWR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MPWR — sortable, filterable
Type Now
Jun 3, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 29, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
$1,537.90 $1,625.47▲ +5.69%▲ +5.55%$1,481.05 (−3.70%)
May 29, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 28, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 27, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
May 27, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 21, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
May 20, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
May 8, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$1,653.69 $1,592.75▼ −3.69%▼ −3.55%$1,481.05 (−10.44%)
May 8, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$1,653.69 $1,592.75▼ −3.69%▼ −3.55%$1,481.05 (−10.44%)
Showing 10 of 22

US Market Status

Market Closed — Opens Mon (35h 19m)

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