Loading the brief…
Stock brief · the live tape
SMTCSemtech Corporation
Information Technology
$131.17
▲ $27.62 (+26.7%) · 30dclose Friday, August 28, 2026
Disclosed flow is one-sided toward buying.
1 member · 5 disclosed trades · 72 insider filings
The Hill
▲ 4▼ 1
4 buys · 1 sellsThe Boardroom
▲ 22▼ 50
22 buys · 50 sells · 72 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed51
Events counted, 90d68
Net congressional flowselling
The tape
Price with a twin dot per disclosed trade: filled at the trade, hollow at the filing. The dashed gap is what the market did in between, not anyone’s return.
trade (congress)filingtrade (insider)call legput leg
The cost of chasing
Each rail runs from their trade to their filing. The hatched part is the move a copier missed to the disclosure lag; the solid part is what copying at the filing kept.
Cisneros-19.0-3.0
Cisneros+45.5+57.9
Cisneros+70.4+50.6
Cisneros+123.4+117.5
Cisneros+127.1+117.5
Median copy kept +57.9% from the filing vs +70.4% from the trade date; the lag took 12.5 pts. The S&P returned +16.8% over the same windows. Numbers describe the window shown; they are not a forecast.
Who is behind it
Congress members with a disclosed position, biggest first. Click through to their dossier.
Committee overlap is a fact, not an accusation. An option leg behind a share buy reads very differently from a plain purchase, so it is called out but never scored as intent.
The boardroom
Scheduled 10b5-1 sales are usually noise, set on autopilot months ago. The unscheduled ones are the tell.
Silberstein AsafEVP and COOScheduled · 10b5-1
HOU HONG QPresident and CEO, DirectorScheduled · 10b5-1
Walsh Paul V JrDirectorScheduled · 10b5-1
Silberstein AsafEVP and COOScheduled · 10b5-1
HOU HONG QPresident and CEO, DirectorScheduled · 10b5-1
Silberstein AsafEVP and COOScheduled · 10b5-1
Silberstein AsafEVP and COOScheduled · 10b5-1
Silberstein AsafEVP and COOScheduled · 10b5-1
Silberstein AsafEVP and COOScheduled · 10b5-1
Silberstein AsafEVP and COOScheduled · 10b5-1
Silberstein AsafEVP and COOScheduled · 10b5-1
Green Jason ElliotEVP and CCOScheduled · 10b5-1
Green Jason ElliotEVP and CCOScheduled · 10b5-1
Silberstein AsafEVP and COOUnscheduled
HOU HONG QPresident and CEO, DirectorUnscheduled
HOU HONG QPresident and CEO, DirectorUnscheduled
HOU HONG QPresident and CEO, DirectorUnscheduled
Lin MarkEVP and CFOUnscheduled
Lin MarkEVP and CFOUnscheduled
Lin MarkEVP and CFOScheduled · 10b5-1
Lin MarkEVP and CFOUnscheduled
Silberstein AsafEVP and COOUnscheduled
Fischer Gregory MichaelDirectorScheduled · 10b5-1
HOU HONG QPresident and CEO, DirectorUnscheduled
HOU HONG QPresident and CEO, DirectorUnscheduled
Walsh Paul V JrDirectorScheduled · 10b5-1
WILSON JOHN MICHAELChief Quality Officer and CTOUnscheduled
Lin MarkEVP and CFOScheduled · 10b5-1
WILSON JOHN MICHAELChief Quality Officer and CTOUnscheduled
WILSON JOHN MICHAELChief Quality Officer and CTOUnscheduled
WILSON JOHN MICHAELChief Quality Officer and CTOUnscheduled
Silberstein AsafEVP and COOUnscheduled
Silberstein AsafEVP and COOUnscheduled
Silberstein AsafEVP and COOUnscheduled
HOU HONG QPresident and CEO, DirectorUnscheduled
HOU HONG QPresident and CEO, DirectorUnscheduled
HOU HONG QPresident and CEO, DirectorUnscheduled
Green Jason ElliotEVP and CCOUnscheduled
Green Jason ElliotEVP and CCOUnscheduled
Green Jason ElliotEVP and CCOUnscheduled
The forward book
Every disclosed option leg on this ticker: what was filed, and where the strike sits versus today.
No disclosed option legs on SMTC yet. They plot here the day they file.
A call and a put are shown as filed. We do not infer whether a leg is a hedge or a leveraged bet, because the filing does not say. Read the strike and expiry, not an implied intent.
The fund book
Tracked 13F holders and how their position moved, quarter over quarter.
13F fund positions on SMTC light up when fund ingestion lands. Quarter-end marks, up to 45 days lagged, never live holdings.
Cross-check
When different sources file on the same name inside a window. Overlap like this is rare.
- Gilbert Ray Cisneros, Jr.House · Armed Services · Small Business▼
- Silberstein AsafEVP and COO▼
- HOU HONG QPresident and CEO, Director▼
- Walsh Paul V JrDirector▼
- Green Jason ElliotEVP and CCO▼
Last 90 days · 5 filers converging
Sources file on different clocks; an overlap like this is rare.
⚠️ Public information, sourced from STOCK Act, Form 4 and 13F filings. Ranges use midpoints. Price paths between a trade and its filing are market moves, not anyone’s return. Not financial advice.