Executives Cash Out as Semis Soar

Insiders at several major US companies filed notable sales this week, with semiconductor and biotech names leading the pack.

AMAT CEO Gary Dickerson filed two transactions on July 1st. He sold nearly $35.2M worth of shares on June 29, then another $14.7M on June 30. That's close to $50M in total from Applied Materials' top executive in just two days. Shares were priced around $700–$735, near multi-month highs.

At ROIV, the selling was even more coordinated. Three separate insiders — including two independent directors and linked investment firm QVT Financial — each filed identical block sales on June 30. The trio offloaded shares priced near $34–$35, with total filings exceeding $153M across the group.

TTAN saw Bessemer Venture Partners, a board-level 10% owner, file $27M in sales at ServiceTitan. The VC firm sold across two days at roughly $69 per share.

AVGO Chief Legal Officer Mark Brazeal sold $9.7M in Broadcom shares on June 25, with the filing appearing June 29.

Meanwhile, Sweden's HM B saw the opposite pattern. Stefan Persson bought $61.5M worth of H&M shares across three separate filings, all reported July 3rd. That's a bullish signal from the founding family during a period of retail uncertainty.

This is not financial advice.