GOPALSWAMY SUDHIR sold $1.2M of ON

GOPALSWAMY SUDHIR (Group President, AMG & ISG) sold 15,578 shares of ON SEMICONDUCTOR CORP (ON) at $80.00 ($1.25M total) on 2026-10-01 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · GOPALSWAMY SUDHIR
Published Oct 2, 2026, 8:41 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 2, 2026, 8:44 PM 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.
AlphAI market briefInsider activity
Primary signal
$ON
Neutral
high confidence
Mentioned
$ON
Relevance
5/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$ONNeutralLow
01

Why it matters

The disclosed sale reduces insider ownership and may be interpreted by the market as a slight bearish signal, though the size relative to total shares is modest.

02

Market read

Primary insider sale filing; provides new, material information for traders monitoring insider activity.

03

What to watch

Potential tax planning or diversification motives for the executive, not necessarily a negative signal.

Relevance 5/10Novelty 7/10Timing: today

Background

SEC Form 4 filing discloses insider transactions; GopalSwamy Sudhir is Group President, AMG & ISG at On Semiconductor.

Company-level read

Ticker impact

$ONNeutralHigh confidence
Context

Group President GopalSwamy Sudhir sold 15,578 shares for $1.2M via a 10b5‑1 plan, reducing his stake to 158,177 shares.

Expected impact

likely modest downward pressure as the market prices in the insider sell.

Evidence & confidence

Form 4 is a primary source; the transaction size is material for a mid‑cap stock and the sale is disclosed on the filing day.

Market effects

Minimal; the sale does not affect the broader semiconductor sector.

None; the filing is specific to On Semiconductor.

Low; only relevant to investors tracking insider activity.

Counterpoint

The sale could be a routine liquidity event unrelated to company outlook; the stock may remain stable.

Key entities

  • On Semiconductor Corp

    US‑listed semiconductor manufacturer (ticker ON).

  • GopalSwamy Sudhir

    Group President, AMG & ISG at On Semiconductor.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$ONHighAI 8/10

Onsemi delays auto restocking as AI sales jump 175%

Onsemi (ON) reported Q3 revenue of $1.72B, up 11% YoY, with AI data center revenue jumping 175% to $180M. The company is prioritizing AI and industrial chip supply, delaying some automotive restocking orders. Onsemi acquired Ferric for $600M to expand AI power management, raising its 2030 AI revenue target to over $3B. Shares rose 4.78% post-earnings.

$ONHighAI 9/10

ON Semiconductor Shares Rise 3% as Q3 Earnings Beat Forecasts and AI Data Centre Outlook Strengthens

ON Semiconductor (ON) shares rose 3% premarket after Q3 2026 earnings beat estimates ($0.90 EPS, $1.72B revenue) and strong Q4 guidance ($0.95-$1.07 EPS). AI data center revenue surged 39% sequentially and 175% YoY. The company plans to acquire Ferric for up to $775M and revised Synaptics acquisition terms to $5.7B cash. Management raised AI data center revenue target to over $3B by 2030.

$ONHighAI 8/10

Needham reiterates Buy on ON Semiconductor stock, $116 target

Needham maintained a Buy rating and $116 target on ON Semiconductor (ON) after its earnings beat and updated guidance. The stock is down 32% in six months. The company expects 140% AI data center growth in 2026 and doubled 2027 revenue expectations. It acquired Ferric for $600M. Wells Fargo and B.Riley lowered targets but kept positive ratings.