
Insider and congress filings
Lumentum Holdings Inc. (LITE)
NASDAQ · Technology · 398 insider transactions · 15 congress trades · last filed 24 days agoS&P 500Nasdaq 100
About Lumentum Holdings Inc.
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Communication Equipment
- Chief executive
- Michael E. Hurlston
- Employees
- 13,757
- Listed since
- Jul 23, 2015
- Market value
- $75.6B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$92.96
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Aug 11, 2026 | $3.23 | $2.97 | $1.0B | $987.7M | EPS beatRevenue beat |
| Q3 FY2026reported May 5, 2026 | $2.37 | $2.27 | $808.4M | $810.2M | EPS beatRevenue in line |
| Q2 FY2026reported Feb 3, 2026 | $1.67 | $1.41 | $665.5M | $652.1M | EPS beatRevenue beat |
| Q1 FY2026reported Nov 4, 2025 | $1.10 | $1.03 | $533.8M | $526.5M | EPS beatRevenue in line |
| Q4 FY2025reported Aug 12, 2025 | $0.88 | $0.81 | $480.7M | $470.5M | EPS beatRevenue beat |
| Q3 FY2025reported May 6, 2025 | $0.57 | $0.50 | $425.2M | $418.1M | EPS beatRevenue beat |
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 2026 · proxy filed Oct 6, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Michael HurlstonPresident and Chief Executive Officer | $900K | $12.3M | $2.2M | $15.4M |
| Wajid AliExecutive Vice President and Chief Financial Officer | $556K | $7.3M | $1.0M | $8.9M |
| Wupen YuenPresident, Global Business Units | $504K | $7.5M | $949K | $8.9M |
| Vincent RetortExecutive Vice President, Global Reliability & Quality | $556K | $5.9M | $1.1M | $7.5M |
| Jae KimSenior Vice President, General Counsel and Secretary | $450K | $3.8M | $639K | $4.9M |
The summary compensation table from the proxy statement for fiscal 2026, 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $7.9B | 9,179,958 | +17.1% | 12.31% |
| Vanguard Capital Management LLC | $4.4B | 5,078,410 | +9.5% | 6.81% |
| Vanguard Portfolio Management LLC | $3.5B | 4,092,283 | +10.6% | 5.49% |
| JPMorgan Chase & Co. | $3.5B | 4,059,807 | +38.0% | 5.44% |
| FMR LLC | $3.0B | 3,519,154 | -51.0% | 4.72% |
| State Street Corp | $3.0B | 3,453,717 | +13.7% | 4.63% |
| Invesco Ltd. | $2.7B | 3,176,260 | +170.0% | 4.26% |
| Geode Capital Management, LLC | $1.9B | 2,245,102 | +5.5% | 3.01% |
| Jupiter Topco LLC | $1.6B | 1,889,608 | New | 2.53% |
| Arrowstreet Capital, Limited Partnership | $1.2B | 1,370,571 | +238.5% | 1.84% |
| Morgan Stanley | $1.1B | 1,309,986 | +27.5% | 1.76% |
| Norges Bank | $1.0B | 1,168,079 | New | 1.57% |
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 LITE
4 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Jericho Capital | $405.2M | 472,235 | 3.3% |
| Alyeska Investment Group | $193.1M | 225,032 | 0.5% |
| Woodline Partners | $189.3M | 220,615 | 0.6% |
| Steadfast Capital Management | $19.2M | 22,434 | 0.6% |
4 of the 97 fund managers we track list LITE 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.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Wajid AliEVP & Chief Financial Officer | Sold · scheduled | 24,542 | $1048.50 | $25.7M | Oct 1, 2026filed Oct 2, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 307 | $945.00 | $290K | Sep 29, 2026filed Sep 30, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $948.50 | $474K | Sep 28, 2026filed Sep 30, 2026 | 2d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $935.75 | $468K | Sep 25, 2026filed Sep 25, 2026 | 0d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $921.07 | $461K | Sep 24, 2026filed Sep 25, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $946.56 | $473K | Sep 23, 2026filed Sep 23, 2026 | 0d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $935.55 | $468K | Sep 22, 2026filed Sep 23, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $959.27 | $480K | Sep 21, 2026filed Sep 23, 2026 | 2d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $920.00 | $460K | Sep 18, 2026filed Sep 18, 2026 | 0d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $933.45 | $467K | Sep 17, 2026filed Sep 18, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $856.83 | $428K | Sep 16, 2026filed Sep 18, 2026 | 2d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $841.51 | $421K | Sep 15, 2026filed Sep 15, 2026 | 0d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $862.14 | $431K | Sep 14, 2026filed Sep 15, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $944.41 | $472K | Sep 11, 2026filed Sep 15, 2026 | 2d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $961.44 | $481K | Sep 10, 2026filed Sep 10, 2026 | 0d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $978.54 | $489K | Sep 9, 2026filed Sep 10, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $895.99 | $448K | Sep 8, 2026filed Sep 10, 2026 | 2d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $860.00 | $430K | Sep 4, 2026filed Sep 4, 2026 | 0d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $870.01 | $435K | Sep 3, 2026filed Sep 4, 2026 | 1d |
| Wupen YuenPresident, Global BUS. Units | Sold · scheduled | 500 | $864.49 | $432K | Sep 2, 2026filed Sep 4, 2026 | 2d |
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. Scheduled: set up in advance under a Rule 10b5-1 trading plan. 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 (15)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jae KimSVP, General Counsel | Stock award | 1,635 | Aug 25, 2026 |
| Wupen YuenPresident, Global BUS. Units | Stock award | 5,138 | Aug 25, 2026 |
| Michael E. HurlstonPresident and CEO | Stock award | 66,764 | Aug 17, 2026 |
| Michael E. HurlstonPresident and CEO | Stock award | 7,941 | Aug 25, 2026 |
| Wupen YuenPresident, Global BUS. Units | Stock award | 22,760 | Aug 17, 2026 |
| Wajid AliEVP & Chief Financial Officer | Stock award | 5,005 | Aug 25, 2026 |
| Eric Chang | Stock award | 900 | Aug 25, 2026 |
| Wajid AliEVP & Chief Financial Officer | Stock award | 22,760 | Aug 17, 2026 |
| Jae KimSVP, General Counsel | Stock award | 11,634 | Aug 17, 2026 |
| Vincent Retort | Stock award | 15,174 | Aug 17, 2026 |
| Michael E. HurlstonPresident and CEO | Tax withholding | 6,185 | Aug 19, 2026 |
| Jae KimSVP, General Counsel | Tax withholding | 3,926 | Aug 21, 2026 |
| Jae KimSVP, General Counsel | Tax withholding | 1,973 | Aug 19, 2026 |
| Vincent Retort | Tax withholding | 7,509 | Aug 21, 2026 |
| Vincent Retort | Tax withholding | 2,574 | Aug 19, 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 LITE
15 disclosures of 15 on record · median 24d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.0%S&P 500 +0.3% · -3.3 pts vs S&P 500 | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | +3.2%After the saleS&P 500 +2.3% · +0.9 pts vs S&P 500 | Jul 17, 2026 | Sep 4, 2026 | 49d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +7.6%S&P 500 +19.8% · -12.2 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -13.6%S&P 500 +1.3% · -14.9 pts vs S&P 500 | Jun 16, 2026 | Jul 6, 2026 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -11.9%After the saleS&P 500 +1.7% · -13.6 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -16.2%S&P 500 +1.3% · -17.4 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -20.1%S&P 500 +1.9% · -22.0 pts vs S&P 500 | May 22, 2026 | Jun 3, 2026 | 12d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -11.3%S&P 500 +9.4% · -20.8 pts vs S&P 500 | Apr 14, 2026 | May 8, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.5%S&P 500 +20.3% · -4.8 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +751.4%S&P 500 +83.6% · +667.8 pts vs S&P 500 | May 5, 2022 | Jun 10, 2022 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +768.4%After the saleS&P 500 +91.5% · +676.9 pts vs S&P 500 | May 23, 2022 | Jun 10, 2022 | 18d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +831.6%After the saleS&P 500 +80.0% · +751.6 pts vs S&P 500 | Jun 21, 2021 | Jul 13, 2021 | 22d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +839.5%S&P 500 +123.2% · +716.3 pts vs S&P 500 | Oct 7, 2020 | Dec 8, 2020 | 62d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +807.7%S&P 500 +122.4% · +685.3 pts vs S&P 500 | Oct 19, 2020 | Dec 8, 2020 | 50d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +790.7%S&P 500 +121.3% · +669.3 pts vs S&P 500 | Nov 4, 2020 | Dec 8, 2020 | 34d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in LITE, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 19, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
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 LITE?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. 20 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded LITE?
Ro Khanna, Gilbert Ray Cisneros, Jr., Alan Armstrong, Josh Gottheimer and Susie Lee disclosed LITE transactions in the filings shown here.
Which members of Congress hold LITE?
2 members of Congress report a position in LITE in the estimate we hold as of Oct 19, 2026. The estimated positions belong to Lucy McBath and Josh Gottheimer. 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 LITE in the S&P 500 or the Nasdaq 100?
Lumentum Holdings 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 LITE 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 24 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
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.
