SEC EDGARJUN 21 min read$LITE

Harris Isaac Hosojiro sold $3.4M of LITE

Harris Isaac Hosojiro sold 4,000 shares of Lumentum Holdings Inc. (LITE) at $860.00 ($3.44M total) on 2026-05-29 under a Rule 10b5-1 trading plan.

Original reporting

SEC EDGAR · Harris Isaac Hosojiro

Published Jun 2, 2026, 12:58 AM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Jun 2, 2026, 1:02 AM UTC. Informational, not investment advice.

How this was made

alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About alphai AI Desk Scoring methodology Report an issue

alphai market briefInsider activity

Primary signal

$LITE

Neutral

medium confidence

Mentioned

$LITE

Relevance

4/10

alphai data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$LITENeutralLow

Why it matters

The filing reports an open-market sale by a director (4,000 shares) executed May 29 at $860/share, with holdings after the sale of 8,400 shares.

Market read

Primarily a sentiment/positioning datapoint; no new fundamental information about LITE’s business is provided.

What to watch

10b5-1 plans can be used for routine liquidity/compensation; without additional filings or context, the trading signal is weak.

Relevance 4/10Novelty 2/10Timing: SEC Form 4 filed June 1 (covers May 29 sale)

Background

The article is an SEC Form 4 insider transaction disclosure for Lumentum Holdings Inc. (LITE).

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$LITENeutralMedium confidence

Context

Lumentum director Harris Isaac Hosojiro sold 4,000 shares ($3.44M) via an open-market sale under a pre-arranged 10b5-1 plan.

Expected impact

Low, likely limited to minor sentiment/flow effects; follow-through depends on broader tape and other news.

Evidence & confidence

Form 4 provides a transaction datapoint, but the sale is explicitly under a pre-arranged 10b5-1 plan, reducing signal strength versus discretionary selling.

Market effects

Sector

Minimal; single-company insider transaction without accompanying company-specific news.

Regional

None indicated.

Global

None indicated.

Counterpoint

What could challenge this read

If multiple insiders are selling concurrently (not shown here), the pattern could matter more than this single 10b5-1 sale.

Key entities

issuer
Lumentum Holdings Inc.
Subject of the insider transaction disclosure; director sold shares under a 10b5-1 plan.
insider
Harris Isaac Hosojiro
Director who executed the sale disclosed in the Form 4.

Read at source ← All news

AUG 26

$LITEMedAI 8/10

2 Optical Stocks to Buy After Tuesday's Sell

Lumentum (LITE) reported a 109% YoY revenue increase to $1.01B in Q4, while Coherent (COHR) saw a 34% rise to $2.05B. Both stocks fell over 9% on Tuesday amid AI sector sell-off, despite strong earnings and guidance. Lumentum trades at 26x revenue, 40x earnings; Coherent at 8x revenue, 33x earnings.

aol.com2 min

AUG 24

$COHRHighAI 8/10

Coherent (COHR) & Lumentum Holdings (LITE): Two AI Optics Suppliers Just Beat Earnings. Why Did Investors Punish One of Them?

Coherent (COHR) reported Q4 earnings beat with $2.05B revenue, up from $1.02B YoY in its data center segment, and forecasted Q1 revenue above estimates. Despite this, shares fell 4% in extended trading. Lumentum (LITE) reported Q4 revenue guidance exceeding long-term targets, with Q1 non-GAAP EPS guidance of $4.05-$4.35, but a GAAP net loss of $7.2B due to a one-time non-cash charge. Both companies benefit from AI optics demand, but investor reactions differed.

insidermonkey.com3 min

AUG 24

$AAOIHighAI 9/10

Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%

Applied Optoelectronics (AAOI) dropped 12% after announcing a $600M equity offering, dragging peers Lumentum (LITE) and Coherent (COHR) down 5%. Corning (GLW) fell 3%, while the SOXX ETF declined 2%. AAOI's offering aims to fund expansion and debt repayment, with proceeds earmarked for general corporate purposes.

yahoo.com2 min

AUG 22

$LITEHighAI 9/10

Lumentum Is Winning AI Stock's Next Big Infrastructure Bottleneck

Lumentum Holdings (LITE) reported fiscal Q4 revenue of $1B, up 109% YoY, with adjusted EPS at $3.23. Guidance for Q1 suggests 134% YoY revenue growth to $1.25B. NVIDIA invested $2B in Lumentum for optical components crucial for AI data centers, highlighting supply-demand imbalances. Analysts predict strong growth but note risks like AI spending slowdowns.

memeburn.com3 min

AUG 20

$FNHighAI 8/10

Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol

Fabrinet (FN) fell 20% after reporting Q4 revenue of $1.316B and EPS of $4.10, but Q1 guidance was lower. Marvell (MRVL) dropped 8%, Amphenol (APH) 7%, Coherent (COHR) 12%, and Lumentum (LITE) 10%. AI spending concerns and rising Treasury yields contributed to the sell-off.

aol.ca3 min