Insider Activity Highlights a Strategic Shift at Cirrus Logic
The latest 4 filing shows EVP, MSP Alberty Carl Jackson selling 3,648 shares at $142.09 on February 9, 2026—just a hair above the market price of $142.06. This move, executed under a Rule 10b5‑1 plan adopted last year, is part of a broader pattern of disciplined, plan‑based trading that has characterized Jackson’s holdings since mid‑2025. In the past six months he has sold roughly 11,500 shares (including common stock, restricted units and performance shares) while buying about 9,000, leaving him with 38,581 shares—a net decrease of 17 % from his pre‑sale balance.
What the Numbers Tell Investors
Jackson’s net sales are not a sudden panic on the back of weak earnings. Instead, they align with a routine liquidity‑management strategy typical for executives holding large, restricted portfolios. The timing—right after the company’s Q3 earnings report and a sharp 14 % weekly rise—suggests the sale is a planned exit from a portion of his accrued equity rather than a reaction to a downturn. For shareholders, the signal is one of confidence: the executive is comfortable with the current valuation and believes the share price is already near a fair value, even as the company’s guidance remains upbeat.
Comparing Insider Flow Across the Board
Other senior leaders have mirrored this approach. CFO Jeffrey Woolard bought restricted units and performance shares in early February, while EVP Justin E. Dougherty and EVP Jeffrey W. Baumgartner both engaged in simultaneous buy‑sell cycles, indicating a corporate culture that values structured, rule‑based transactions. This pattern reduces market impact and signals that insiders are not dumping on the market, which often worries investors.
Alberty Carl Jackson: A Profile Through Trades
Jackson’s historical activity paints the picture of a cautious, long‑term stakeholder. Since August 2025, he has sold 2,000 shares in two quarterly batches at around $100, followed by a larger sale of 3,648 shares in February 2026. He has also purchased restricted units and performance shares—totaling roughly 14,000 shares—showing a willingness to remain invested in the company’s future. His net holdings, now 38,581 shares, represent a sizable equity stake that gives him both influence and exposure. The consistent use of a 10b5‑1 plan underscores a commitment to compliance and transparency.
Implications for the Future
From an investment standpoint, Jackson’s disciplined selling and ongoing buying suggest a balanced view: he sees value in the current share price but also believes in continued upside. The company’s recent 52‑week high, strong P/E ratio, and robust earnings trajectory reinforce this stance. For market participants, the insider activity indicates that executives are neither fearful nor overly bullish—just methodically managing their portfolios. This equilibrium can be reassuring during periods of volatility, especially in the highly competitive semiconductor space where timing and capital allocation are critical.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-09 | Alberty Carl Jackson (EVP, MSP) | Sell | 3,648.00 | 142.09 | Common Stock |
