Credo COO sells 100,000 shares in planned sale

30 Sep 2026, 03:02 by Tristan Rich · The Markets Daily

What happened

Credo Technology Group Holding Ltd (NASDAQ: CRDO) Chief Operating Officer and director Yat Tung Lam sold 100,000 shares on 2026-09-25. The shares sold for $205.38 to $207.70 each, or about $20.63 million in total. The form says those prices are weighted averages from multiple trades.

After the sale, Lam held 250,000 shares. The filing says the sales were made under a Rule 10b5-1 trading plan adopted on April 15, 2026. It also shows a 100,000-share gift to The Lam GRAT 2026, a grantor retained annuity trust for which Lam is a co-trustee.

The form also names By Zhan BVI Co Ltd, The Lam GRAT 2026 and EZ Trust as well.

Key numbers

Metric	Latest	Source
Shares sold	100,000 shares	SEC Form 4
Sale price range	$205.38 to $207.70 per share	SEC Form 4
Total sale value	about $20.63 million	SEC Form 4
Shares held afterward	250,000 shares	SEC Form 4
Gifted shares	100,000 ordinary shares	SEC Form 4

Why it matters

OptimistFi's case is that Credo can keep compounding only if its fast, reliable, energy-efficient semiconductor solutions keep winning hard-to-replace sockets. The company would be at risk if that strength turns out to be a narrow product-cycle spike. This filing is mixed for that view. The 100,000-share sale was about 28.6% of the holding before the trade, which is a large trim by insider standards.

The Rule 10b5-1 plan suggests scheduled selling, not a new view on the business. Lam still owns a meaningful stake after the trade, including shares tied to The Lam GRAT 2026 and EZ Trust. That is why the filing is mixed, not a verdict.

The gift shifts 100,000 ordinary shares to The Lam GRAT 2026. That changes where part of the ownership sits, but it does not change Credo's operations. For investors, the filing is an ownership update, not a fundamental one.

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What's next

Credo's next quarterly report is the next scheduled test for the case. If it shows the company still winning the kind of sockets OptimistFi is watching, the insider sale will look more like planned portfolio management. If it shows weaker traction, the sale will sit next to a softer operating read.

The filing was signed on 2026-09-29. That report will matter more than this ownership update for the case itself.

Sources

SEC Form 4 — Form 4 filed 2026-09-29

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The full Credo Technology Group Holding Ltd investment case, its status and the next test to watch live on the Credo Technology Group Holding Ltd thesis page.