RMBS RAMBUS INC

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 3, 2026 Processed 13d 9h ago
Insider cluster: 3 insiders, $7.3M total
Latest settled — T+5d ⚠ clustered
RMBS ▼ -14.69% at T+5d
NEUTRAL call ✗ call lost -14.69% · α vs SPY -12.14% · entry $169.35 → $144.47
Next anchor: T+20d in 15d
Currently $132.48 · -21.77% from $169.35 entry
Entry anchored
Jun 3, 04:44 PM ET
via Databento tick
T+1d
-14.20%
call -14.20% · α -11.62%
$145.31
settled 13d ago
T+5d
-14.69%
call -14.69% · α -12.14%
$144.47
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

Two directors (Stang and Higashi) sold a combined $1.5M in open-market sales on June 1-2, while EVP/COO Fan sold $5.74M on May 26. Total cluster sales of $7.28M represent ~0.04% of RMBS's $18B market cap, well below the 0.1% materiality threshold. The sales are small relative to company size and likely reflect routine portfolio diversification or tax planning, not a coordinated bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$7.3M
Insiders
3

Actionable Insight

The dollar value of this cluster is trivial relative to RMBS's $18B market cap. Insider selling at this scale is routine and non-informative. No trading action warranted based on this filing alone. Monitor for any material change in business fundamentals or a material uptick in insider selling volume (e.g., >0.5% of market cap in a single month).

Key Facts

  • Total insider sales of $7.28M over 8-day window, representing ~0.04% of $18B market cap
  • EVP/COO Sean Fan sold 37,800 shares ($5.74M) on May 26 — largest trade in cluster
  • Directors Stang and Higashi each sold 5,000 shares on June 1-2 ($730K and $815K respectively)
  • All three transactions are open-market sales (code S); no purchases in the cluster
  • Prior 30d insider activity: 7 sells totaling $9.7M, consistent with ongoing selling pattern
  • Historical calibration shows score-2 reports on RMBS have had mixed outcomes (T+20 avg alpha -2.55% for this segment)

Financial Impact

Total insider sales of $7.28M, or 0.04% of market cap — immaterial relative to company size

insider ownership

Risk Factors

  • Insider selling could accelerate if management becomes concerned about near-term headwinds, but current levels are routine
  • No purchases in the cluster — consistent with a one-sided selling pattern, but not unusual for a large-cap semiconductor company

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-1780524645797
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

US Market Status

Market Closed — Opens in 5h 42m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access