WDC Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for WDC. 3 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 33 sales, a net selling of $19.6M. The largest was Tan Irving (director, officer: Chief Executive Officer) selling $3.0M. The stock gained 124.7% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | Gubbi Vidyadhara Kofficer: Chief of Global Operations | Sell | 2,475 | $556.24 |
| May 29, 2026 | KIDDOO BRUCE Edirector | Sell | 750 | $528.52 |
| May 28, 2026 | Das Manuvirdirector | Grant | 772 | — |
| May 27, 2026 | Tan Irvingdirector, officer: Chief Executive Officer | Option | 30 | — |
| May 27, 2026 | Tan Irvingdirector, officer: Chief Executive Officer | Tax | 479 | $484.28 |
| May 27, 2026 | Davis Brian Scottofficer: Chief Sales & Mrktng Officer | Option | 7 | — |
| May 27, 2026 | Tregillis Cynthia Lofficer: Chief Legal Officer & Corp Sec | Option | 7 | — |
| May 27, 2026 | Davis Brian Scottofficer: Chief Sales & Mrktng Officer | Option | 7 | — |
| May 27, 2026 | Tan Irvingdirector, officer: Chief Executive Officer | Option | 30 | — |
| May 27, 2026 | Tregillis Cynthia Lofficer: Chief Legal Officer & Corp Sec | Option | 7 | — |
| May 27, 2026 | Gubbi Vidyadhara Kofficer: Chief of Global Operations | Tax | 1,143 | $484.28 |
| May 27, 2026 | Gubbi Vidyadhara Kofficer: Chief of Global Operations | Option | 8 | — |
| May 27, 2026 | Davis Brian Scottofficer: Chief Sales & Mrktng Officer | Tax | 971 | $484.28 |
| May 27, 2026 | Tregillis Cynthia Lofficer: Chief Legal Officer & Corp Sec | Sell | 308 | $488.61 |
| May 27, 2026 | Gubbi Vidyadhara Kofficer: Chief of Global Operations | Option | 9 | — |
Source: WDC SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
Research
STX: 1,130bp Margin Surge Driven by HAMR Ramp
Seagate's FQ3 2026 earnings beat on revenue and EPS, but the real story is a 1,130 basis point gross margin expansion driven by a structural shift toward higher-capacity nearline drives using HAMR/Mozaic technology. The tape is reading this as cyclical strength; the filing reveals a durable product mix transition that should sustain elevated margins as cloud providers deploy AI infrastructure.
STXMUSouth Korea's 12% Semiconductor Export Jump Outpaces Dell's 18% YTD
South Korea's Q1 GDP data, driven by a 12% jump in semiconductor exports, confirms the memory chip upcycle is accelerating two quarters ahead of consensus. This creates a differential trade: memory producers (SSNGY, HXSCL, MU, WDC) benefit from price increases, while consumer electronics assemblers (DELL, HPQ, LNVGY) face unmodeled margin compression. A long memory/short assembler pair targets 7-10% outperformance over six months, falsified if Q2 export growth falls below 8% YoY by July 31.
SSNGYHXSCLMUDRAM Prices Up 90% With 2-Year Backlogs — Why MU Wins the AI Memory Crunch
DRAM prices surged 90-95% with 2-year backlogs per 247WallSt, spotlighting AI memory crunch winners: Micron leads with HBM dominance, followed by WDC, AMAT. Designers like NVDA/AMD benefit indirectly but face costs.
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