
Insider and congress filings
Lam Research Corporation (LRCX)
NASDAQ · Technology · 349 insider filings · 137 congress trades · last filed 7 days agoS&P 500Nasdaq 100
About Lam Research Corporation
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Timothy Archer
- Employees
- 23,300
- Listed since
- May 4, 1984
- Market value
- $395.0B
- Price to earnings
- 54.5
- Earnings per share
- $5.79
- Dividend yield
- 0.33%
Earnings
6 reported quarters · next on Oct 21, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Jul 29, 2026 | $1.82 | $1.69 | $6.7B | $6.7B | EPS beatRevenue in line |
| Q3 FY2026reported Apr 22, 2026 | $1.47 | $1.36 | $5.8B | $5.8B | EPS beatRevenue beat |
| Q2 FY2026reported Jan 28, 2026 | $1.27 | $1.17 | $5.3B | $5.2B | EPS beatRevenue beat |
| Q1 FY2026reported Oct 22, 2025 | $1.26 | $1.22 | $5.3B | $5.2B | EPS beatRevenue beat |
| Jul 30, 2025 | $1.33 | $1.21 | $5.2B | $5.0B | EPS beatRevenue beat |
| Q3 FY2025reported Apr 23, 2025 | $1.04 | $1.00 | $4.7B | $4.6B | 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 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; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Sep 24, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Timothy M. ArcherPresident, Chief Executive Officer | $1.2M | $24.1M | $3.0M | $28.3M |
| Ava A. HarterSenior Vice President, Chief Legal Officer and Secreta | $666K | $8.4M | $1.5M | $10.6M |
| Douglas R. BettingerExecutive Vice President, Chief Financial Officer | $744K | $6.8M | $1.0M | $8.6M |
| Seshasayee (Sesha) VaradarajanSenior Vice President, Global Products Group | $715K | $5.6M | $857K | $7.2M |
| Patrick J. LordExecutive Vice President, Chief Operating Officer | $700K | $5.5M | $942K | $7.1M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $57.5B | 132,727,776 | -0.1% | 10.58% |
| Vanguard Capital Management LLC | $35.4B | 81,683,639 | +0.7% | 6.51% |
| State Street Corp | $26.3B | 60,704,130 | +2.6% | 4.84% |
| Invesco Ltd. | $22.7B | 52,319,973 | +99.6% | 4.17% |
| Jpmorgan Chase & Co | $18.6B | 45,317,479 | +38.5% | 3.61% |
| Vanguard Portfolio Management LLC | $15.9B | 36,635,534 | -1.1% | 2.92% |
| Geode Capital Management, LLC | $14.9B | 34,506,240 | -1.9% | 2.75% |
| FMR LLC | $14.6B | 33,677,858 | +0.3% | 2.68% |
| Price T Rowe Associates Inc | $10.7B | 24,596,295 | +85.8% | 1.96% |
| Morgan Stanley | $8.3B | 19,217,787 | +1.3% | 1.53% |
| Norges Bank | $7.9B | 18,123,399 | +100.0% | 1.44% |
| Ameriprise Financial Inc | $7.5B | 17,334,906 | -16.6% | 1.38% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
14 filings of 349 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Seshasayee VaradarajanSenior Vice President | Sold · scheduled | 27,480 | $291.32 | $8.0M | Sep 2, 2026 | 1d |
| Ava HarterChief Legal Officer | Sold · scheduled | 5,000 | $302.46 | $1.5M | Aug 31, 2026 | 1d |
| Timothy ArcherPresident and CEO | Sold | 30,000 | $300.00 | $9.0M | Aug 6, 2026 | 1d |
| Abhijit Y. TalwalkarDirector | Sold | 18,282 | $335.00 | $6.1M | Jul 13, 2026 | 1d |
| Timothy ArcherPresident and CEO | Sold | 30,000 | $390.01 | $11.7M | Jul 2, 2026 | 4d |
| Eric BrandtDirector | Sold · 26 lines | 54,500 | $350.80 | $19.1M | Jun 11, 2026 | 4d |
| Eric BrandtDirector | Sold · 17 lines | 54,500 | $367.18 | $20.0M | Jun 12, 2026 | 3d |
| Neil J. FernandesSenior Vice President | Sold | 7,659 | $309.60 | $2.4M | Jun 1, 2026 | 1d |
| Neil J. FernandesSenior Vice President | Sold | 18,170 | $255.14 | $4.6M | May 1, 2026 | 3d |
| Ava HarterChief Legal Officer | Sold | 6,010 | $258.66 | $1.6M | Apr 27, 2026 | 1d |
| Douglas R. BettingerChief Financial Officer & EVP | Sold | 50,057 | $224.03 | $11.2M | Mar 4, 2026 | 1d |
| Ava HarterChief Legal Officer | Sold | 1,500 | $222.66 | $334K | Mar 4, 2026 | 1d |
| Ava HarterChief Legal Officer | Sold | 4,000 | $232.50 | $930K | Mar 2, 2026 | 1d |
| Douglas R. BettingerChief Financial Officer & EVP | Sold | 40,329 | $230.22 | $9.3M | Mar 2, 2026 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in LRCX
20 disclosures of 137 on record · median 18d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +7.2%S&P +0.6% · vs S&P 500 +6.6% | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Sheldon WhitehouseSpouse | Stock | Sale (Partial) | $1,001 - $15,000 | -6.3%S&P -2.0% · vs S&P 500 -4.3% | Aug 13, 2026 | Sep 2, 2026 | 20d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +49.4%S&P +20.2% · vs S&P 500 +29.2% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -27.1%S&P +2.1% · vs S&P 500 -29.2% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | +4.1%S&P +3.4% · vs S&P 500 +0.8% | Jun 5, 2026 | Jun 12, 2026 | 7d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | +21.7%S&P +6.6% · vs S&P 500 +15.1% | Apr 27, 2026 | May 7, 2026 | 10d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +58.0%S&P +20.7% · vs S&P 500 +37.3% | Mar 30, 2026 | Apr 7, 2026 | 8d |
| David Taylor | Stock | Purchase | $1,001 - $15,000 | +50.8%S&P +14.4% · vs S&P 500 +36.3% | Mar 12, 2026 | Mar 20, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +48.1%S&P +12.5% · vs S&P 500 +35.6% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Tony Wied | Stock | Purchase | $250,001 - $500,000 | +37.8%S&P +9.8% · vs S&P 500 +27.9% | Feb 9, 2026 | Mar 9, 2026 | 28d |
| Tony Wied | Stock | Exchange | $15,001 - $50,000 | +36.6%S&P +11.9% · vs S&P 500 +24.7% | Feb 12, 2026 | Mar 9, 2026 | 25d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | +32.1%S&P +10.6% · vs S&P 500 +21.6% | Feb 26, 2026 | Mar 6, 2026 | 8d |
| Cleo Fields | Stock | Purchase | $15,001 - $50,000 | +37.3%S&P +10.5% · vs S&P 500 +26.7% | Feb 3, 2026 | Feb 24, 2026 | 21d |
| John BoozmanJoint | Stock | Sale (Partial) | $1,001 - $15,000 | +57.2%S&P +10.5% · vs S&P 500 +46.6% | Jan 8, 2026 | Feb 15, 2026 | 38d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +27.3%S&P +9.8% · vs S&P 500 +17.5% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +47.0%S&P +11.1% · vs S&P 500 +35.9% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | +41.7%S&P +10.2% · vs S&P 500 +31.5% | Jan 16, 2026 | Feb 2, 2026 | 17d |
| David Taylor | Stock | Sale | $15,001 - $50,000 | +57.2%S&P +10.5% · vs S&P 500 +46.6% | Jan 8, 2026 | Jan 21, 2026 | 13d |
| Markwayne MullinJoint | Stock | Purchase | $50,001 - $100,000 | +78.2%S&P +11.0% · vs S&P 500 +67.3% | Dec 29, 2025 | Jan 16, 2026 | 18d |
| Jonathan L. JacksonSpouse | Stock | Sale | $1,001 - $15,000 | +223.1%S&P +18.5% · vs S&P 500 +204.7% | Sep 3, 2025 | Oct 15, 2025 | 42d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
12 members · estimate, as of Sep 10, 202612 members report a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Tony Wied | Republican · House | $1,000,001 - $5,000,000 | 5.1% |
| Sheldon Whitehouse | Democrat · Senate | $1,000,001 - $5,000,000 | 4.6% |
| Markwayne Mullin | Republican · Senate | $100,001 - $250,000 | 0.7% |
| Deborah K. Ross | Democrat · House | $100,001 - $250,000 | 9.1% |
| Robert Bresnahan | Republican · House | $100,001 - $250,000 | 0.8% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $50,001 - $100,000 | 0.2% |
| Cleo Fields | Democrat · House | $15,001 - $50,000 | 0.1% |
| Marjorie Taylor Greene | Republican · House | $15,001 - $50,000 | 1.0% |
| John Fetterman | Democrat · Senate | $15,001 - $50,000 | 7.7% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | 0.1% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 1.3% |
Estimate, as of Sep 10, 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.
Awards, option exercises and gifts (14)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Seshasayee VaradarajanSenior Vice President | Option exercise | 39,750 | Sep 2, 2026 |
| Timothy ArcherPresident and CEO | Option exercise | 30,000 | Aug 6, 2026 |
| Ava HarterChief Legal Officer | Tax withholding | 5,790 | Aug 5, 2026 |
| Timothy ArcherPresident and CEO | Option exercise | 30,000 | Jul 2, 2026 |
| Ava HarterChief Legal Officer | Option exercise | 6,010 | Apr 27, 2026 |
| Abhijit Y. TalwalkarDirector | Gift | 4,571 | Mar 10, 2026 |
| Karthikeyan RammohanSVP, Global Ops & Ent Solns | Form 4 | 8,328 | Mar 6, 2026 |
| Douglas R. BettingerChief Financial Officer & EVP | Option exercise | 77,750 | Mar 4, 2026 |
| Douglas R. BettingerChief Financial Officer & EVP | Option exercise | 66,310 | Mar 2, 2026 |
| Neil J. FernandesSenior Vice President | Stock award | 10,113 | Feb 27, 2026 |
| Douglas R. BettingerChief Financial Officer & EVP | Stock award | 31,367 | Feb 27, 2026 |
| Douglas R. BettingerChief Financial Officer & EVP | Tax withholding | 48,673 | Feb 27, 2026 |
| Seshasayee VaradarajanSenior Vice President | Stock award | 12,547 | Feb 27, 2026 |
| Seshasayee VaradarajanSenior Vice President | Tax withholding | 36,913 | Feb 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.
Questions
Are insiders buying or selling LRCX?
Across the 14 most recent open-market filings shown here, 0 were purchases and 14 were sales. 2 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?
12 members of Congress report a position in LRCX in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Tony Wied, Sheldon Whitehouse and Markwayne Mullin. 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 Sep 10, 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 days after the transaction, 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
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 Sep 10, 2026.
