Weekly intelligence from public SEC filings
Nothing on this site is investment advice. It is an automated research digest of public SEC filings.
Sector: semiconductors · Tracking since 2026-05-15
AMD CTO Mark Papermaster reported a 10b5-1 sale of 6,000 shares for about $3.2M (event 0000002488-26-000111:0). A single scheduled officer sale in isolation is not a read on the chip cycle; it is included to keep the semiconductor picture complete alongside the NVIDIA trust trim.
AMD CTO Mark Papermaster reported a 10b5-1 sale of 6,000 shares for about $3.3M (event 0000002488-26-000117:0). This is the same officer and the same standing-plan pattern seen last week; a single scheduled disposal is calendar-driven and is not a read on the chip cycle. It is included to keep the semiconductor picture complete, with the note that no accumulation, activist filing, or 13F add appeared in chips this week.
All 21 insider transactions filed this week are sales, with zero purchases across the watchlist. Microsoft EVP Judson Althoff sold $4.88M and Meta CFO Susan Li sold $1.47M, neither flagged as 10b5-1; AMD's Paul Darren Grasby sold $7.72M, also without a plan flag — the single largest discretionary insider sale of the week. The rest — Meta COO Javier Olivan (~$1.02M across nine lines), Meta director Marc Andreessen (~$251K across four lines), Amazon's Douglas Herrington (~$983K across three lines), and AMD's Mark Papermaster ($3.59M) and Ava Hahn ($67.9K) — are all explicit 10b5-1 plan sales. Combined, roughly $19.98M of insider selling this week and no offsetting purchase from any watched actor.
Chair, President & CEO Lisa Su filed 13 sale lines within a single accession on 2026-08-18, totaling 15,000 shares for about $7.21M (events 0000002488-26-000167:0 through :12). The filing is flagged as a Rule 10b5-1 transaction, meaning the timing and size were fixed in advance under a standing plan rather than a discretionary decision made this week. This continues a recurring pattern of scheduled disposals and carries no read on her view of AMD.
Chief Technology Officer & EVP Mark Papermaster filed 8 sale lines on 2026-08-20 totaling 28,811 shares for roughly $13.6M (events 0000002488-26-000174:0 through :7), the single largest dollar figure of the week from any insider. Like every other transaction this week, the filing is disclosed as a 10b5-1 plan sale, so the size and timing were pre-arranged and do not reflect a decision made this week.
Forrest Norrod, EVP & GM of AMD's Data Center Solutions Group, filed 13 sale lines on 2026-08-24 totaling 17,261 shares for about $7.94M (events 0000002488-26-000176:0 through :12). Separately, SVP, General Counsel & Corporate Secretary Ava Hahn sold 2,993 shares for roughly $1.46M on 2026-08-18 (event 0000002488-26-000165:0). Both are 10b5-1 plan sales, bringing AMD's total insider selling this week to four senior executives and about $30.2M, with no offsetting purchase from any watched actor.
| Filed | Actor | Event | Shares | Value ($) | Source |
|---|---|---|---|---|---|
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 942 | 426,971 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 1,182 | 536,841 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 2,125 | 968,193 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 2,312 | 1,055,405 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 1,904 | 870,966 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 400 | 183,304 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 1,630 | 749,278 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 1,500 | 690,960 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 301 | 139,240 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 321 | 149,031 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 1,455 | 677,201 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 600 | 279,756 | filing |
| 2026-08-26 | norrod-forrest-eugene | insider_sell | 2,589 | 1,212,014 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 6,181 | 2,884,055 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 664 | 310,672 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 400 | 187,940 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 2,326 | 1,096,569 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 2,600 | 1,228,136 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 6,667 | 3,156,624 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 9,523 | 4,517,235 | filing |
| 2026-08-21 | papermaster-mark-d | insider_sell | 450 | 213,836 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 700 | 333,130 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 1,100 | 525,085 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 2,500 | 1,196,025 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 3,201 | 1,534,719 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 1,900 | 912,684 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 1,500 | 722,130 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 800 | 385,848 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 900 | 435,240 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 499 | 241,870 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 700 | 340,158 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 196 | 95,526 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 504 | 246,471 | filing |
| 2026-08-20 | su-lisa-t | insider_sell | 500 | 245,180 | filing |
| 2026-08-20 | hahn-ava | insider_sell | 2,993 | 1,462,649 | filing |
| 2026-08-18 | grasby-paul-darren | insider_sell | 15,000 | 7,723,650 | filing |
| 2026-08-18 | papermaster-mark-d | insider_sell | 7,369 | 3,591,208 | filing |
| 2026-08-14 | coatue | 13f_new | 95,987 | 55,759,808 | filing |
| 2026-08-14 | appaloosa | 13f_trim | 197,500 | 114,729,725 | filing |
| 2026-08-14 | tiger-global | 13f_new | 674,727 | 391,955,662 | filing |
| 2026-08-13 | hahn-ava | insider_sell | 143 | 67,889 | filing |
| 2026-07-17 | papermaster-mark-d | insider_sell | 6,000 | 3,338,580 | filing |
| 2026-06-17 | papermaster-mark-d | insider_sell | 6,000 | 3,217,980 | filing |
| 2026-05-15 | coatue | 13f_exit | 0 | 0 | filing |
| 2026-05-15 | appaloosa | 13f_trim | 221,400 | 45,039,402 | filing |