Penguin Solutions, Inc.
A technology company spanning AI and high-performance computing, specialty memory, and LED chips. Its Penguin name comes from Penguin Computing, an early supercomputing firm it bought, and it rebranded from SMART Global Holdings in 2024. It also owns the Cree LED brand, whose founders helped create the world's first commercially viable blue LED back in 1989 — a milestone behind today's white LED lighting.
Bought 1.50M · Sold 3.00M
Bought 1.50M · Sold 5.05M
Granted 44.2K
Sold 2.09M
Sold 4.09M
Granted 579.6K · Sold 200.0K
Sold 5.00M
Granted 1.45M · Bought 29.8K · Sold 7.2K
Granted 376.1K
Granted 182.9K · Sold 409.9K
Granted 611.2K · Sold 437.8K
Granted 8.4K · Sold 27.4K
Granted 131.6K · Bought 6.0K
Granted 131.3K
Granted 147.4K · Sold 144.4K
Granted 175.9K · Sold 20.7K
Granted 116.0K
Granted 190.8K · Sold 248.4K
Granted 75.6K
Granted 129.1K · Sold 82.5K
Granted 30.6K · Sold 17.0K
Granted 39.4K
Granted 40.7K
Granted 53.0K · Sold 15.0K
Granted 105.4K · Sold 180.0K
Granted 34.8K
Granted 37.5K · Sold 9.2K
Granted 53.2K · Sold 53.3K
Granted 25.4K
Granted 10.0K · Bought 17.1K · Sold 1.9K
Granted 59.8K · Sold 61.5K
Sold 432
Granted 4.5K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Davidson James +5 co-filersDirector, 10% owner · 8 transactions | — | 11.26Mas of Dec 2017 | — | 1.50M | 3.00M |
| Mercadante Paul +6 co-filersDirector, Co-Chief Executive Officer, 10% owner, 10% owner · 14 transactions | — | 9.64Mas of Apr 2018 | — | 1.50M | 5.05M |
| Mercadante PaulDirector · 1 transaction | — | 9.30Mas of Jul 2019 | 44.2K | — | — |
| Shah Ajay +5 co-filersDirector, Executive Chairman, 10% owner, 10% owner · 8 transactions | — | 8.89Mas of Jan 2021 | — | — | 2.09M |
| Hao Kenneth +4 co-filersDirector, 10% owner · 12 transactions | — | 8.26Mas of Jan 2021 | — | — | 4.09M |
| Shah AjayDirector · 31 transactions | — | 3.49Mas of Jan 2022 | 579.6K | — | 200.0K |
| Shah Ajay +9 co-filersDirector, 10% owner · 10 transactions | — | 3.20Mas of Jul 2021 | — | — | 5.00M |
| Adams MarkPresident and CEO, Director · 50 transactions | — | 992.8K | 1.45M | 29.8K | 7.2K |
| Shaikh KashifPresident and CEO, Director · 2 transactions | — | 376.1K | 376.1K | — | — |
| MacKenzie IainDirector · 24 transactions | — | 275.0Kas of Apr 2019 | 182.9K | — | 409.9K |
| Pacheco Jack AEVP, COO, Pres, Integrated Mem · 164 transactions | — | 239.4K | 611.2K | — | 437.8K |
| Demby ClaudeSVP, Pres, LED Solutions · 5 transactions | — | 159.0Kas of Jul 2022 | 8.4K | — | 27.4K |
| Rizvi KenSVP and CFO · 17 transactions | — | 154.0Kas of Apr 2024 | 131.6K | 6.0K | — |
| Manca Peter JSVP, Pres, Advanced Computing · 5 transactions | — | 119.6Kas of Jul 2025 | 131.3K | — | — |
| Marten AlanSenior Vice President · 50 transactions | — | 118.9Kas of Mar 2021 | 147.4K | — | 144.4K |
| Kuykendall AnneSVP and Chief Legal Officer · 40 transactions | — | 113.0K | 175.9K | — | 20.7K |
| Olmstead NathanSVP and CFO · 10 transactions | — | 101.2K | 116.0K | — | — |
| Laurello David CPresident - IPS · 2 transactions | — | 89.9Kas of Jan 2024 | — | — | — |
| Patel MukeshDirector · 29 transactions | — | 84.8Kas of Oct 2021 | 190.8K | — | 248.4K |
| Frey Anthony GeorgeSVP and Chief Revenue Officer · 4 transactions | — | 76.1K | 75.6K | — | — |
| Clark Joseph GatesSVP and Pres, Optimized LED · 45 transactions | — | 72.3K | 129.1K | — | 82.5K |
| Pellegrino ThierrySVP, Pres, IPS · 11 transactions | — | 71.9Kas of Jun 2023 | 30.6K | — | 17.0K |
| Furr Randy WDirector · 7 transactions | — | 58.2Kas of Feb 2024 | 39.4K | — | — |
| Ingram BryanDirector · 7 transactions | — | 52.5Kas of Feb 2025 | 40.7K | — | — |
| Straub Maximiliane CDirector · 10 transactions | — | 52.0K | 53.0K | — | 15.0K |
| Kim KiWanEVP & Pres. EM · 35 transactions | — | 42.3Kas of Mar 2021 | 105.4K | — | 180.0K |
| Papermaster Mark DDirector · 4 transactions | — | 34.8K | 34.8K | — | — |
| Herscher PennyDirector · 15 transactions | — | 32.2K | 37.5K | — | 9.2K |
| Nayyar SandeepDirector · 19 transactions | — | 25.4K | 53.2K | — | 53.3K |
| Puma Mary GDirector · 3 transactions | — | 25.4K | 25.4K | — | — |
| Dow Stephen C.Senior Vice President · 8 transactions | — | 25.2Kas of Jul 2020 | 10.0K | 17.1K | 1.9K |
| Goldberg Bruce MVP, Chief Legal Officer · 52 transactions | — | 19.3Kas of Mar 2020 | 59.8K | — | 61.5K |
| Silver Lake Sumeru (Offshore) Aiv GP, LTD. +8 co-filers10% owner · 2 transactions | — | 17.5Kas of Jul 2021 | — | — | — |
| Coull ThomasSenior Vice President · 2 transactions | — | 6.4Kas of Jan 2020 | — | — | 432 |
| Heard David WDirector · 1 transaction | — | 4.5K | 4.5K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over all recorded history: -18.10M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.