RMBS RAMBUS INC

NEUTRAL Impact: 4/10 Insider Cluster (3 insiders)
Horizon weeks Filed Jun 2, 2026 Processed 14d 8h ago
Insider cluster: 3 insiders, $7.3M total
Latest settled — T+5d ⚠ clustered
RMBS ▼ -19.07% at T+5d
NEUTRAL call ✗ call lost -19.07% · α vs SPY -15.25% · entry $170.66 → $138.12
Next anchor: T+20d in 14d
Currently $132.48 · -22.37% from $170.66 entry
Entry anchored
Jun 2, 04:05 PM ET
via Databento tick
T+1d
-0.77%
call -0.77% · α -1.17%
$169.35
settled 14d ago
T+5d
-19.07%
call -19.07% · α -15.25%
$138.12
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three Rambus insiders, including the COO, sold a combined $7.25M in open-market sales over a one-week window. The COO's $5.74M sale dominates the cluster, representing a material disposition relative to the $15.9B market cap. While the total is modest at ~0.05% of market cap, the COO's involvement and the cluster timing warrant attention.

Key Financial Metrics

Direction
selling
Total Value
$7.3M
Insiders
3

Actionable Insight

The COO's $5.74M sale is the largest single insider disposition in the recent 30-day window (prior 30d total was $8.9M across 6 sells). While the dollar amount is not alarming for a $15.9B company, the cluster timing and COO involvement suggest monitoring upcoming earnings or material events for any negative catalyst. No 10b5-1 plan information is available to assess routine pattern.

Key Facts

  • COO Sean Fan sold 37,800 shares for $5.74M on May 26, 2026
  • Director Emiko Higashi sold 5,000 shares for $788K on May 26, 2026
  • Director Eric Stang sold 5,000 shares for $730K on June 1, 2026
  • Total cluster value: $7.25M, all open-market sales
  • Cluster represents ~0.05% of $15.9B market cap

Financial Impact

Total insider sales of $7.25M, or 0.05% of market cap

insider holdings

Risk Factors

  • COO selling a large block could signal private concerns about near-term performance
  • Cluster sales may precede a negative earnings surprise or guidance revision
  • No disclosed 10b5-1 plan for these sales increases information-signal risk

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
76% bullish (17 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RMBS-1780440584509
11 reports for RMBS
Performance horizon
Filters
Rows
Reports for RMBS — sortable, filterable
Type Now
Jun 3, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
$169.35 $144.47▼ −14.69%▼ −12.14%$132.48 (−21.77%)
Jun 2, 2026
14d ago
Insider Cluster
NEUTRAL ★ 4/10
$170.66 $138.12▼ −19.07%▼ −15.25%$132.48 (−22.37%)
May 27, 2026
20d ago
Insider Cluster
NEUTRAL ★ 3/10
$148.02 $170.66▲ +15.30%▲ +15.34%$132.48 (−10.50%)
May 26, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$148.66 $170.66▲ +14.80%▲ +14.33%$132.48 (−10.88%)
May 7, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$126.60 $134.85▲ +6.52%▲ +5.01%$132.48 (+4.64%)
Apr 29, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$115.11 $130.04▲ +12.97%▲ +11.24%$132.48 (+15.09%)
Apr 27, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$111.27 $111.50▲ +0.21%▼ −1.49%$132.48 (+19.06%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$141.31 $111.50▼ −21.10%▼ −21.50%$132.48 (−6.25%)
Mar 6, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$88.52 $92.78▲ +4.81%▲ +6.17%$132.48 (+49.66%)
Mar 2, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$98.88 $88.52▼ −10.48%▼ −9.27%$132.48 (+33.98%)
Showing 10 of 11

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