Insider and congress filings

Applied Materials, Inc. (AMAT)

NASDAQ · Technology · 357 insider transactions · 146 congress trades · last filed 18 days agoS&P 500Nasdaq 100

20
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·20 sells
Purchases and sales in the filings shown
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About Applied Materials, Inc.

from the company's filings and listing, as of Oct 20, 2026
Exchange
NASDAQ
Sector
Technology
Industry
Semiconductors
Chief executive
Gary E. Dickerson
Employees
36,500
Listed since
-
Market value
$327.8B
Price to earnings (12 mo)
35.4
Net income per share, as reported (12 mo)
$11.67
Dividend yield
0.48%

www.appliedmaterials.com

Company news

1 article · newest first
HeadlineSourceDate
Applied Materials adds UCLA Samueli School of Engineering to its EPIC CenterThe school joins the Silicon Valley facility as a research partner, with work focused on speeding chip commercialization.Company releaseOct 8, 2026

Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover

Earnings

6 reported quarters · next on Nov 12, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Aug 13, 2026$3.50$3.40$9.1B$9.0BEPS beatRevenue in line
Q2 FY2026reported May 14, 2026$2.86$2.68$7.9B$7.7BEPS beatRevenue beat
Q1 FY2026reported Feb 12, 2026$2.38$2.21$7.0B$6.9BEPS beatRevenue beat
Q4 FY2025reported Dec 12, 2025$2.17$2.11$6.8B$6.7BEPS beatRevenue beat
Q3 FY2025reported Aug 14, 2025$2.48$2.36$7.3B$7.2BEPS beatRevenue in line
Q2 FY2025reported May 15, 2025$2.39$2.31$7.1B$7.1BEPS beatRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Jan 28, 2026
ExecutiveSalaryStock awardsOtherTotal
Gary E. DickersonPresident and Chief Executive Officer$1.0M$26.9M$1.7M$29.6M
Prabu G. RajaPresident, Semiconductor Products Group$800K$7.6M$1.1M$9.5M
Brice HillSenior Vice President, Chief Financial Officer and Global Information Services$750K$6.7M$1.0M$8.5M
Timothy M. DeaneSenior Vice President, Applied Global Services$735K$4.8M$880K$6.4M
Omkaram NalamasuSenior Vice President, Chief Technology Officer$665K$4.6M$780K$6.0M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$58.0B80,212,518+1.6%10.10%
Vanguard Capital Management LLC$37.5B51,848,358+0.5%6.53%
State Street Corp$27.6B38,240,019+2.0%4.82%
Invesco Ltd.$20.4B28,265,844+69.7%3.56%
Capital Research Global Investors$16.0B22,159,097-24.8%2.79%
Geode Capital Management, LLC$15.9B22,007,983+0.4%2.77%
Vanguard Portfolio Management LLC$13.4B18,553,307+7.5%2.34%
Morgan Stanley$9.8B13,523,832+14.2%1.70%
JPMorgan Chase & Co.$9.6B13,886,053+182.0%1.75%
T. Rowe Price Associates, Inc.$9.1B12,627,555+108.3%1.59%
Norges Bank$8.2B11,305,788New1.42%
UBS Am, A Distinct Business Unit of Ubs Asset Management Americas LLC$6.8B9,412,435-5.8%1.19%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding AMAT

12 of 18 managers
ManagerValueSharesShare of book
Coatue ManagementPhilippe Laffont$3.0B4,213,4836.3%
Tiger Global ManagementChase Coleman$1.2B1,632,2104.9%
Alkeon Capital Management$1.1B1,504,8001.5%
Lone Pine CapitalStephen Mandel$873.2M1,207,7375.3%
Steve CohenPoint72 Asset Management$433.8M599,9840.5%
Adage Capital Partners$410.5M567,7260.6%
Jericho Capital$400.5M553,9273.3%
Castle Hook Partners$290.6M401,9561.3%
Holocene Advisors$267.4M369,8940.6%
Ray DalioBridgewater Associates$210.7M291,4260.9%
Altimeter CapitalBrad Gerstner$189.4M261,9501.9%
Woodline Partners$151.0M208,8630.5%

Also holding AMAT: Walleye Capital, Joel Greenblatt, Moore Capital, Samlyn Capital, Glenview Capital, Brave Warrior Advisors.

18 of the 97 fund managers we track list AMAT shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

Know when the next AMAT filing is reported.

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Open-market insider trades

20 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Adam SandersCorp. Controller & CAOSold725$544.56$395KOct 2, 2026filed Oct 5, 20261d
Judy BrunerDirectorSold1,000$465.00$465KSep 8, 2026filed Sep 10, 20262d
Brice HillSVP, CFOSold7,500$479.25$3.6MAug 25, 2026filed Aug 27, 20262d
Gary E. DickersonPresident and CEOSold · 2 lines20,000$735.22$14.7MJun 30, 2026filed Jul 1, 20261d
Gary E. DickersonPresident and CEOSold · 2 lines58,321$700.36$40.8MJun 29, 2026filed Jul 1, 20262d
Prabu G. RajaPresident, Semi. Products Grp.Sold10,000$633.53$6.3MJun 18, 2026filed Jun 22, 20261d
Timothy M. DeaneSVP, Applied Global ServicesSold8,621$590.76$5.1MJun 15, 2026filed Jun 17, 20262d
Gary E. DickersonPresident and CEOSold · 10 lines71,727$593.75$42.6MJun 16, 2026filed Jun 17, 20261d
Gary E. DickersonPresident and CEOSold11,273$590.03$6.7MJun 15, 2026filed Jun 17, 20262d
Omkaram NalamasuSenior Vice President, CTOSold · 7 lines24,263$593.43$14.4MJun 16, 2026filed Jun 17, 20261d
Omkaram NalamasuSenior Vice President, CTOSold · 2 lines10,737$591.95$6.4MJun 15, 2026filed Jun 17, 20262d
Thomas J. IannottiDirectorSold9,250$599.77$5.5MJun 16, 2026filed Jun 17, 20261d
Brice HillSVP, CFOSold2,500$498.86$1.2MJun 3, 2026filed Jun 5, 20262d
Prabu G. RajaPresident, Semi. Products Grp.Sold · 4 lines50,000$505.28$25.3MJun 4, 2026filed Jun 5, 20261d
Judy BrunerDirectorSold1,128$450.00$508KMay 26, 2026filed May 28, 20262d
Adam SandersCorp. Controller & CAOSold268$434.22$116KMay 22, 2026filed May 26, 20261d
Judy BrunerDirectorSold2,500$391.71$979KFeb 25, 2026filed Feb 27, 20262d
Adam SandersCorp. Controller & CAOSold534$379.16$202KFeb 24, 2026filed Feb 24, 20260d
Judy BrunerDirectorSold · 2 lines3,969$377.02$1.5MFeb 23, 2026filed Feb 24, 20261d
Brice HillSVP, CFOSold5,000$361.21$1.8MFeb 17, 2026filed Feb 18, 20261d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Timothy M. DeaneSVP, Applied Global ServicesTax withholding2,644Oct 1, 2026
Adam SandersCorp. Controller & CAOTax withholding269Oct 1, 2026
Akash J. PalkhiwalaDirectorStock award279Aug 27, 2026
Adam SandersCorp. Controller & CAOTax withholding125Jul 1, 2026
Timothy M. DeaneSVP, Applied Global ServicesGift1,545Jun 15, 2026
Gary E. DickersonPresident and CEOGift17,000Jun 16, 2026
Thomas J. IannottiDirectorGift750Jun 16, 2026
Aart De GeusDirectorGift17,855May 21, 2026
Adam SandersCorp. Controller & CAOTax withholding125Apr 1, 2026
Aart De GeusDirectorStock award741Mar 12, 2026
Rani BorkarDirectorStock award741Mar 12, 2026
Scott A. McGregorDirectorStock award741Mar 12, 2026
Kevin P. MarchDirectorStock award741Mar 12, 2026
James Robert AndersonDirectorStock award741Mar 12, 2026
Xun ChenDirectorStock award741Mar 12, 2026
Thomas J. IannottiDirectorStock award741Mar 12, 2026
Judy BrunerDirectorStock award741Mar 12, 2026
Alexander KarsnerDirectorStock award741Mar 12, 2026
Prabu G. RajaPresident, Semi. Products Grp.Gift45Nov 21, 2025
Adam SandersCorp. Controller & CAOTax withholding324Jan 1, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in AMAT

20 disclosures of 146 on record · median 22d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Josh GottheimerJointStockSale$1,001 - $15,000-10.4%After the saleS&P 500 +0.3% · -10.8 pts vs S&P 500Sep 15, 2026Oct 7, 202622d
Josh GottheimerJointStockPurchase$1,001 - $15,000-28.5%S&P 500 -1.1% · -27.4 pts vs S&P 500Aug 6, 2026Sep 14, 202639d
Jared MoskowitzStockPurchase$1,001 - $15,000-34.4%S&P 500 +1.5% · -35.9 pts vs S&P 500Jul 13, 2026Aug 27, 202645d
John McGuireSpouseStockPurchase$1,001 - $15,000-34.9%S&P 500 +0.7% · -35.6 pts vs S&P 500Jul 15, 2026Aug 10, 202626d
Jared MoskowitzDependent childStockPurchase$1,001 - $15,000-38.9%S&P 500 +1.5% · -40.4 pts vs S&P 500Jun 18, 2026Jul 26, 202638d
Alan ArmstrongSelfStockPurchase$15,001 - $50,000+11.9%S&P 500 +19.8% · -7.9 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Dan NewhouseSpouseStockSale$1,001 - $15,000-37.4%After the saleS&P 500 +0.7% · -38.1 pts vs S&P 500Jul 10, 2026Jul 17, 20267d
Ro KhannaStockSale$15,001 - $50,000-33.6%After the saleS&P 500 +1.3% · -34.9 pts vs S&P 500Jun 16, 2026Jul 6, 202620d
Ro KhannaStockPurchase$15,001 - $50,000+9.1%S&P 500 +12.2% · -3.1 pts vs S&P 500Mar 10, 2026Apr 7, 202628d
Ro KhannaStockSale$15,001 - $50,000+24.1%After the saleS&P 500 +12.1% · +12.0 pts vs S&P 500Feb 5, 2026Mar 9, 202632d
Ro KhannaStockPurchase$1,001 - $15,000+2.0%S&P 500 +11.0% · -9.0 pts vs S&P 500Feb 19, 2026Mar 9, 202618d
Ro KhannaStockPurchase$1,001 - $15,000-0.2%S&P 500 +10.5% · -10.7 pts vs S&P 500Feb 24, 2026Mar 9, 202613d
John BoozmanJointStockSale (Partial)$1,001 - $15,000+1.3%After the saleS&P 500 +10.7% · -9.4 pts vs S&P 500Feb 27, 2026Mar 6, 20267d
Ro KhannaStockPurchase$1,001 - $15,000+10.0%S&P 500 +10.0% · 0.0 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Markwayne MullinJointStockPurchase$15,001 - $50,000+43.4%S&P 500 +10.4% · +33.0 pts vs S&P 500Dec 29, 2025Jan 16, 202618d
Dan NewhouseSpouseStockPurchase$1,001 - $15,000+130.7%S&P 500 +18.1% · +112.6 pts vs S&P 500Aug 18, 2025Sep 17, 202530d
Ro KhannaStockSale$1,001 - $15,000+132.6%After the saleS&P 500 +18.8% · +113.8 pts vs S&P 500Aug 19, 2025Sep 9, 202521d
Ro KhannaStockSale$1,001 - $15,000+129.3%After the saleS&P 500 +17.8% · +111.5 pts vs S&P 500Aug 26, 2025Sep 9, 202514d
Angus S. King Jr.SpouseStockPurchase$1,001 - $15,000+95.9%S&P 500 +20.9% · +75.0 pts vs S&P 500Jul 21, 2025Aug 18, 202528d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+101.6%S&P 500 +20.9% · +80.7 pts vs S&P 500Jul 22, 2025Aug 13, 202522d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in AMAT, filterable by party, chamber, type and account.

Members of Congress reporting a position

11 members · estimate, as of Oct 19, 2026

11 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$100,001 - $250,0000.3%
Deborah K. RossDemocrat · House$50,001 - $100,0003.7%
Robert BresnahanRepublican · House$15,001 - $50,0000.4%
Jared MoskowitzDemocrat · House$15,001 - $50,0000.5%
Angus S. King Jr.Independent · Senate$15,001 - $50,0000.4%
Michael A. RulliRepublican · House$1,001 - $15,0001.2%
Julie JohnsonDemocrat · House$1,001 - $15,0000.1%
Lucy McBathDemocrat · House$1,001 - $15,0000.2%
John BoozmanRepublican · Senate$1,001 - $15,0000.3%
Dan NewhouseRepublican · House$1,001 - $15,0001.1%
John McGuireRepublican · House$1,001 - $15,0001.2%

Estimate, as of Oct 19, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling AMAT?

Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales.

Which members of Congress have traded AMAT?

Josh Gottheimer, Jared Moskowitz, John McGuire, Alan Armstrong, Dan Newhouse, Ro Khanna and others disclosed AMAT transactions in the filings shown here.

Which members of Congress hold AMAT?

11 members of Congress report a position in AMAT in the estimate we hold as of Oct 19, 2026. The two largest estimated positions belong to Gilbert Ray Cisneros, Jr. and Deborah K. Ross; Robert Bresnahan holds one of the next largest, in the $15,001 - $50,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is AMAT in the S&P 500 or the Nasdaq 100?

Applied Materials, Inc. is a current member of the S&P 500 and Nasdaq 100, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are AMAT trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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