Insider and congress filings

Lam Research Corporation (LRCX)

NASDAQ · Technology · 352 insider transactions · 137 congress trades · last filed 2 months agoS&P 500Nasdaq 100

16
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·16 sells
Purchases and sales in the filings shown
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About Lam Research Corporation

from the company's filings and listing, as of Oct 26, 2026
Exchange
NASDAQ
Sector
Technology
Industry
Semiconductors
Chief executive
Timothy Archer
Employees
23,300
Listed since
May 4, 1984
Market value
$288.0B
Price to earnings (12 mo)
34.1
Net income per share, as reported (12 mo)
$6.76
Dividend yield
0.48%

www.lamresearch.com

Earnings

6 reported quarters · next on Jan 27, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q1 FY2027reported Oct 21, 2026$2.20$2.18$8.2B$8.1BEPS in line, GAAPRevenue in line
Q4 FY2026reported Jul 29, 2026$1.82$1.69$6.7B$6.7BEPS beatRevenue in line
Q3 FY2026reported Apr 22, 2026$1.47$1.36$5.8B$5.8BEPS beatRevenue beat
Q2 FY2026reported Jan 28, 2026$1.27$1.17$5.3B$5.2BEPS beat, GAAPRevenue beat
Q1 FY2026reported Oct 22, 2025$1.26$1.22$5.3B$5.2BEPS beatRevenue beat
Q4 FY2025reported Jul 30, 2025$1.33$1.21$5.2B$5.0BEPS 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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. 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 Sep 24, 2026
ExecutiveSalaryStock awardsOtherTotal
Timothy M. ArcherPresident, Chief Executive Officer$1.3M$33.5M$5.5M$40.4M
Douglas R. BettingerExecutive Vice President, Chief Financial Officer$786K$8.2M$1.8M$10.8M
Seshasayee (Sesha) VaradarajanExecutive Vice President, Chief Operating Officer$778K$8.2M$1.6M$10.6M
Vahid VahediSenior Vice President, Chief Technology and Sustainability Officer$668K$5.2M$1.2M$7.1M
Neil J. FernandesSenior Vice President, Global Customer Operations$650K$4.8M$1.2M$6.6M

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
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$57.5B132,727,776-0.1%10.58%
Vanguard Capital Management LLC$35.4B81,683,639+0.7%6.51%
State Street Corp$26.3B60,704,130+2.6%4.86%
Invesco Ltd.$22.7B52,319,973+99.6%4.17%
JPMorgan Chase & Co.$18.6B45,317,479+38.5%3.61%
Vanguard Portfolio Management LLC$15.9B36,635,534-1.1%2.92%
Geode Capital Management, LLC$14.9B34,506,240-1.9%2.75%
FMR LLC$14.6B33,677,858+0.3%2.68%
T. Rowe Price Associates, Inc.$10.7B24,596,295+85.8%1.96%
Morgan Stanley$8.3B19,217,787+1.3%1.53%
Norges Bank$7.9B18,123,399New1.44%
Ameriprise Financial Inc$7.5B17,334,906-16.6%1.38%

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 LRCX

12 of 13 managers
ManagerValueSharesShare of book
Coatue ManagementPhilippe Laffont$4.1B9,441,6038.4%
Cliff AsnessAQR Capital Management$1.5B3,485,3640.5%
Tiger Global ManagementChase Coleman$1.4B3,163,4955.7%
Alkeon Capital Management$1.3B3,050,4561.8%
Adage Capital Partners$513.8M1,185,7200.7%
Ray DalioBridgewater Associates$406.6M938,2241.7%
Whale Rock Capital Management$321.8M742,6382.6%
Altimeter CapitalBrad Gerstner$170.8M394,0801.7%
Woodline Partners$167.7M386,9340.5%
David TepperAppaloosa$165.7M382,5002.1%
Joel GreenblattGotham Asset Management$119.9M276,7300.3%
Moore CapitalLouis Bacon$67.4M155,5201.0%

Also holding LRCX: Walleye Capital.

13 of the 97 fund managers we track list LRCX 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.

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Open-market insider trades

16 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Bethany MayerDirectorSold9,557$314.74$3.0MSep 9, 2026filed Sep 10, 20261d
Timothy ArcherPresident and CEOSold · scheduled30,000$319.26$9.6MSep 9, 2026filed Sep 10, 20261d
Seshasayee VaradarajanSenior Vice PresidentSold · scheduled27,480$291.32$8.0MSep 2, 2026filed Sep 3, 20261d
Ava HarterChief Legal OfficerSold · scheduled5,000$302.46$1.5MAug 31, 2026filed Sep 1, 20261d
Timothy ArcherPresident and CEOSold · scheduled30,000$300.00$9.0MAug 6, 2026filed Aug 7, 20261d
Abhijit Y. TalwalkarDirectorSold · scheduled18,282$335.00$6.1MJul 13, 2026filed Jul 14, 20261d
Timothy ArcherPresident and CEOSold · scheduled30,000$390.01$11.7MJul 2, 2026filed Jul 6, 20261d
Eric BrandtDirectorSold · scheduled · 26 lines54,500$350.80$19.1MJun 11, 2026filed Jun 15, 20262d
Eric BrandtDirectorSold · scheduled · 17 lines54,500$367.18$20.0MJun 12, 2026filed Jun 15, 20261d
Neil J. FernandesSenior Vice PresidentSold · scheduled7,659$309.60$2.4MJun 1, 2026filed Jun 2, 20261d
Neil J. FernandesSenior Vice PresidentSold · scheduled18,170$255.14$4.6MMay 1, 2026filed May 4, 20261d
Ava HarterChief Legal OfficerSold6,010$258.66$1.6MApr 27, 2026filed Apr 28, 20261d
Ava HarterChief Legal OfficerSold1,500$222.66$334KMar 4, 2026filed Mar 5, 20261d
Douglas R. BettingerChief Financial Officer & EVPSold50,057$224.03$11.2MMar 4, 2026filed Mar 5, 20261d
Ava HarterChief Legal OfficerSold4,000$232.50$930KMar 2, 2026filed Mar 3, 20261d
Douglas R. BettingerChief Financial Officer & EVPSold40,329$230.22$9.3MMar 2, 2026filed Mar 3, 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. 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 (13)
InsiderEventSharesDate
Timothy ArcherPresident and CEOOption exercise30,000Sep 9, 2026
Seshasayee VaradarajanSenior Vice PresidentOption exercise39,750Sep 2, 2026
Timothy ArcherPresident and CEOOption exercise30,000Aug 6, 2026
Ava HarterChief Legal OfficerTax withholding5,790Aug 5, 2026
Timothy ArcherPresident and CEOOption exercise30,000Jul 2, 2026
Ava HarterChief Legal OfficerOption exercise6,010Apr 27, 2026
Abhijit Y. TalwalkarDirectorGift4,571Mar 10, 2026
Karthikeyan RammohanSVP, Global Ops & Ent SolnsOther Form 4 entry (see filing)8,328Mar 6, 2026
Douglas R. BettingerChief Financial Officer & EVPOption exercise77,750Mar 4, 2026
Douglas R. BettingerChief Financial Officer & EVPOption exercise66,310Mar 2, 2026
Christina CorreiaCVP , Chief Accounting OfficerStock award17,521Feb 27, 2026
Christina CorreiaCVP , Chief Accounting OfficerTax withholding19,628Feb 27, 2026
Patrick J. LordExecutive Vice PresidentTax withholding4,469Feb 27, 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 LRCX

20 disclosures of 137 on record · median 18d 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 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$1,001 - $15,000-21.9%After the saleS&P 500 +0.3% · -22.2 pts vs S&P 500Aug 3, 2026Sep 4, 202632d
Sheldon WhitehouseSpouseStockSale (Partial)$1,001 - $15,000-31.7%After the saleS&P 500 -2.3% · -29.4 pts vs S&P 500Aug 13, 2026Sep 2, 202620d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000+8.8%S&P 500 +19.8% · -11.0 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Ro KhannaStockPurchase$1,001 - $15,000-46.9%S&P 500 +1.7% · -48.6 pts vs S&P 500Jun 30, 2026Jul 6, 20266d
David TaylorStockSale$1,001 - $15,000-24.1%After the saleS&P 500 +3.0% · -27.2 pts vs S&P 500Jun 5, 2026Jun 12, 20267d
David TaylorStockSale$1,001 - $15,000-11.3%After the saleS&P 500 +6.3% · -17.6 pts vs S&P 500Apr 27, 2026May 7, 202610d
Ro KhannaStockPurchase$1,001 - $15,000+15.1%S&P 500 +20.3% · -5.2 pts vs S&P 500Mar 30, 2026Apr 7, 20268d
David TaylorStockPurchase$1,001 - $15,000+9.8%S&P 500 +14.1% · -4.2 pts vs S&P 500Mar 12, 2026Mar 20, 20268d
Ro KhannaStockPurchase$15,001 - $50,000+7.9%S&P 500 +12.1% · -4.2 pts vs S&P 500Feb 5, 2026Mar 9, 202632d
Tony WiedStockPurchase$250,001 - $500,000+0.4%S&P 500 +9.5% · -9.1 pts vs S&P 500Feb 9, 2026Mar 9, 202628d
Tony WiedStockExchange$15,001 - $50,000-0.5%S&P 500 +11.5% · -12.0 pts vs S&P 500Feb 12, 2026Mar 9, 202625d
David TaylorStockSale$1,001 - $15,000-3.7%After the saleS&P 500 +10.2% · -13.9 pts vs S&P 500Feb 26, 2026Mar 6, 20268d
Cleo FieldsStockPurchase$15,001 - $50,0000.0%S&P 500 +10.2% · -10.2 pts vs S&P 500Feb 3, 2026Feb 24, 202621d
John BoozmanJointStockSale (Partial)$1,001 - $15,000+14.5%After the saleS&P 500 +10.2% · +4.3 pts vs S&P 500Jan 8, 2026Feb 15, 202638d
Ro KhannaStockPurchase$1,001 - $15,000-7.3%S&P 500 +10.0% · -17.3 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Ro KhannaStockPurchase$1,001 - $15,000+5.6%S&P 500 +10.2% · -4.6 pts vs S&P 500Jan 23, 2026Feb 6, 202614d
David TaylorStockSale$1,001 - $15,000+3.2%After the saleS&P 500 +9.8% · -6.6 pts vs S&P 500Jan 16, 2026Feb 2, 202617d
David TaylorStockSale$15,001 - $50,000+14.5%After the saleS&P 500 +10.2% · +4.3 pts vs S&P 500Jan 8, 2026Jan 21, 202613d
Markwayne MullinJointStockPurchase$50,001 - $100,000+30.8%S&P 500 +10.4% · +20.4 pts vs S&P 500Dec 29, 2025Jan 16, 202618d
Jonathan L. JacksonSpouseStockSale$1,001 - $15,000+135.4%After the saleS&P 500 +18.1% · +117.4 pts vs S&P 500Sep 3, 2025Oct 15, 202542d

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 LRCX, filterable by party, chamber, type and account.

Members of Congress reporting a position

11 members · estimate, as of Oct 25, 2026

11 members report a position (estimated). The largest estimated position is in the $500,001 - $1,000,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Tony WiedRepublican · House$500,001 - $1,000,0003.7%
Sheldon WhitehouseDemocrat · Senate$500,001 - $1,000,0003.4%
Deborah K. RossDemocrat · House$50,001 - $100,0006.9%
Robert BresnahanRepublican · House$50,001 - $100,0000.6%
Gilbert Ray Cisneros, Jr.Democrat · House$15,001 - $50,0000.1%
Cleo FieldsDemocrat · House$15,001 - $50,0000.1%
John FettermanDemocrat · Senate$15,001 - $50,0005.6%
Lucy McBathDemocrat · House$15,001 - $50,0000.3%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%
Julie JohnsonDemocrat · House$1,001 - $15,0000.1%
Michael A. RulliRepublican · House$1,001 - $15,0001.0%

Estimate, as of Oct 25, 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 LRCX?

Across the 16 most recent open-market filings shown here, 0 were purchases and 16 were sales. 10 were scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded LRCX?

Ro Khanna, Sheldon Whitehouse, Alan Armstrong, David Taylor, Tony Wied, Cleo Fields and others disclosed LRCX transactions in the filings shown here.

Which members of Congress hold LRCX?

11 members of Congress report a position in LRCX in the estimate we hold as of Oct 25, 2026. The two largest estimated positions belong to Tony Wied and Sheldon Whitehouse; Deborah K. Ross holds one of the next largest, in the $50,001 - $100,000 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 LRCX in the S&P 500 or the Nasdaq 100?

Lam Research Corporation 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 LRCX 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 18 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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