LITE Lumentum (LITE) Insider Trading, Ownership & Congress Trades
Tech Hardware · Communications equipment, nec · CIK 0001633978
Congress · 2Form 144 · 36
Insider buyers, 180 days
0
Funds added, last quarter
909
13F, latest reported quarter
What the filings say about LITE
Insiders, 180 days
-$129.4M net sold
9 sellers · 58% of sales under a 10b5-1 plan
Congress, 1 year
2 bought · 1 sold
Latest: sale, 2026-07-17
Planned sales (Form 144), 90 days
$90.5M
36 notices
Lumentum insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Lumentum Holdings Inc. insiders sold a net $129.4M of stock across 258 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 30 earlier Form 4 trades (code P or S) here by this insider (30 sales), the last on May 18, 2026.
- The trade is 32.7% of the 75,074 shares held after it.
- 1 other insider sold within 30 days.
- 909 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & CHIEF FINANCIAL OFFICER Ali Wajid sold about $25.7M of LITE under a 10b5-1 plan on Oct 1, 2026, the largest insider sale at the company on our record; 1 other insider sold within 30 days and 909 funds added in the latest 13F quarter.Context
- 49 earlier Form 4 trades (code P or S) here by this insider (49 sales), the last on Sep 28, 2026.
- The trade is 0.3% of the 108,320 shares held after it.
- 1 other insider sold within 30 days.
- 909 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen sold about $290.1K of LITE under a 10b5-1 plan on Sep 29, 2026; 1 other insider sold within 30 days and 909 funds added in the latest 13F quarter.Context
- 48 earlier Form 4 trades (code P or S) here by this insider (48 sales), the last on Sep 25, 2026.
- The trade is 0.5% of the 108,627 shares held after it.
- 1 other insider sold within 30 days.
- 909 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen sold about $474.2K of LITE under a 10b5-1 plan on Sep 28, 2026; 1 other insider sold within 30 days and 909 funds added in the latest 13F quarter.Context
- 47 earlier Form 4 trades (code P or S) here by this insider (47 sales), the last on Sep 24, 2026.
- The trade is 0.5% of the 109,127 shares held after it.
- 2 other insiders sold within 30 days.
- 909 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen sold about $467.9K of LITE under a 10b5-1 plan on Sep 25, 2026; 2 other insiders sold within 30 days and 909 funds added in the latest 13F quarter.Context
- 46 earlier Form 4 trades (code P or S) here by this insider (46 sales), the last on Sep 23, 2026.
- The trade is 0.5% of the 109,627 shares held after it.
- 4 other insiders sold within 30 days.
- 909 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen sold about $460.5K of LITE under a 10b5-1 plan on Sep 24, 2026; 4 other insiders sold within 30 days and 909 funds added in the latest 13F quarter.258 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$129.4M over 180 days
-$90.5M over 90 days
below 92% of Tech Hardware
Congress
2 members bought in the last year
below 60% of Tech Hardware
Funds
909 funds bought in last quarter
more than 89% of Tech Hardware
Revenue
+83.2% year over year
more than 91% of Tech Hardware
Margin
-230.1% net margin
below 94% of Tech Hardware
Buybacks
no share repurchases reported
Short interest
8.4% of the float short (float per yahoo 2026-10-26) · 1.5 days to cover · settled 2026-09-30
more than 74% of Tech Hardware
What changed in the last 30 days
Oct 2EVP & CHIEF FINANCIAL OFFICER Ali Wajid sold $25.7M under a 10b5-1 plan (Oct 1)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 1Officer WAJID ALI filed to sell $25.7M by Oct 1 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Sep 30PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen sold $764.4K under a 10b5-1 plan (2 trades, Sep 28 to Sep 29)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Sep 29Officer WUPEN YUEN filed to sell $290.1K by Sep 29 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Sep 28Officer WUPEN YUEN filed to sell $474.2K by Sep 28 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch LITE
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+378.4%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns LITE: institutional holders (13F)
13F holdings, latest reported quarter
9,179,958 sh
$7.9B
5,078,410 sh
$4.4B
4,092,283 sh
$3.5B
4,059,807 sh
$3.5B
3,519,154 sh
$3.0B
Congress trades in LITE
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-07-17 · disclosed 49 days later
$1,001 - $15,000
Bought 2026-05-22 · disclosed 12 days later
$1,001 - $15,000
Bought 2026-04-14 · disclosed 24 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
LITE planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
WAJID ALI
Filed 2026-10-01
$25.7M
WUPEN YUEN
Filed 2026-09-29
$290.1K
WUPEN YUEN
Filed 2026-09-28
$474.2K
WUPEN YUEN
Filed 2026-09-25
$467.9K
WUPEN YUEN
Filed 2026-09-24
$460.5K
LITE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Nestyield Visionary ETF
$6.6M position · as of 2026-05-31
7.6%
Paradigm Select Fund
$21.1M position · as of 2026-06-30
7.5%
Nestyield Total Return Guard ETF
$3.8M position · as of 2026-05-31
6.7%
Nestyield Dynamic Income ETF
$7.6M position · as of 2026-05-31
6.0%
Tuttle Capital Pure Play Photonics ETF
$9.8M position · as of 2026-06-30
5.9%
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
$305.6M position · as of 2026-06-30
4.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Lowe
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2022
$10.8M
$10.9M
$3.8M
-7%
-28%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $129.4M sold by insiders over 180 days, 909 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade, $90.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
LITE financials
Revenue growth
+83.2%
XBRL, annual
Net margin
-230.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.0B
four quarters, 2025-06-29 to 2026-06-27
Revenue, TTM LITE
| FY Jun 2026 | $3.0B |
| FY Jun 2025 | $1.6B |
| FY Jun 2024 | $1.4B |
| FY Jul 2023 | $1.8B |
| FY Jul 2022 | $1.7B |
| Jun 2026 | $1.0B |
| Mar 2026 | $808.4M |
| Dec 2025 | $665.5M |
| Sep 2025 | $533.8M |
| Jun 2025 | $480.7M |
| Mar 2025 | $425.2M |
| Dec 2024 | $402.2M |
| Sep 2024 | $336.9M |
At each fiscal year end
Single quarter
Net margin, TTM
-230.1%
net income over revenue, 2025-06-29 to 2026-06-27
Net margin, TTM LITE
| FY Jun 2026 | -230.1% |
| FY Jun 2025 | +1.6% |
| FY Jun 2024 | -40.2% |
| FY Jul 2023 | -7.4% |
| FY Jul 2022 | +11.6% |
| Jun 2026 | -711.7% |
| Mar 2026 | +17.8% |
| Dec 2025 | +11.8% |
| Sep 2025 | +0.8% |
| Jun 2025 | +44.4% |
| Mar 2025 | -10.4% |
| Dec 2024 | -15.1% |
| Sep 2024 | -24.5% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$300.1M
operating cash flow minus capex, 2025-06-29 to 2026-06-27
Free cash flow, TTM LITE
| FY Jun 2026 | $300.1M |
| FY Jun 2025 | -$104.7M |
| FY Jun 2024 | -$108.3M |
| FY Jul 2023 | $51.3M |
| FY Jul 2022 | $368.1M |
| Jun 2026 | $196.2M |
| Mar 2026 | $79.1M |
| Dec 2025 | $43.1M |
| Sep 2025 | -$18.3M |
| Jun 2025 | $10.1M |
| Mar 2025 | -$64.4M |
| Dec 2024 | -$15.9M |
| Sep 2024 | -$34.5M |
At each fiscal year end
Single quarter
Debt to equity
0.35x
long-term 2026-06-27 plus current 2026-06-27; equity 2026-06-27
Debt to equity LITE
| FY Jun 2026 | 0.35x |
| FY Jun 2025 | 2.27x |
| FY Jun 2024 | 2.61x |
| FY Jul 2023 | 2.16x |
| FY Jul 2022 | 1.00x |
| Jun 2026 | 0.35x |
| Mar 2026 | 1.10x |
| Dec 2025 | 3.88x |
| Sep 2025 | 4.15x |
| Jun 2025 | 2.27x |
| Mar 2025 | 2.93x |
| Dec 2024 | 2.95x |
| Sep 2024 | 2.88x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.46x
TTM operating cash flow over long-term 2026-06-27 plus current 2026-06-27
Cash flow to debt LITE
| FY Jun 2026 | 0.46x |
| FY Jun 2025 | 0.05x |
| FY Jun 2024 | 0.01x |
| FY Jul 2023 | 0.06x |
| FY Jul 2022 | 0.24x |
| Jun 2026 | 0.46x |
| Mar 2026 | 0.14x |
| Dec 2025 | 0.08x |
| Sep 2025 | 0.04x |
| Jun 2025 | 0.05x |
| Mar 2025 | 0.04x |
| Dec 2024 | 0.04x |
| Sep 2024 | 0.03x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-240.0%
TTM net income over average of 2025-06-28 and 2026-06-27
Return on equity LITE
| FY Jun 2026 | -240.0% |
| FY Jun 2025 | +2.5% |
| FY Jun 2024 | -47.3% |
| FY Jul 2023 | -8.1% |
| FY Jul 2022 | +10.3% |
| Jun 2026 | -240.0% |
| Mar 2026 | +22.8% |
| Dec 2025 | +29.3% |
| Sep 2025 | +13.4% |
| Jun 2025 | +2.5% |
| Mar 2025 | -42.8% |
| Dec 2024 | -48.6% |
| Sep 2024 | -50.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-120.3%
TTM net income over average of 2025-06-28 and 2026-06-27
Return on assets LITE
| FY Jun 2026 | -120.3% |
| FY Jun 2025 | +0.6% |
| FY Jun 2024 | -12.8% |
| FY Jul 2023 | -3.0% |
| FY Jul 2022 | +5.2% |
| Jun 2026 | -120.3% |
| Mar 2026 | +8.0% |
| Dec 2025 | +5.7% |
| Sep 2025 | +2.6% |
| Jun 2025 | +0.6% |
| Mar 2025 | -10.8% |
| Dec 2024 | -12.1% |
| Sep 2024 | -13.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate -172%, not meaningful
Return on invested capital LITE
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jul 2023 | -2.6% |
| FY Jul 2022 | +8.1% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+12.1%
operating income (EBIT proxy) over average of 2025-06-28 and 2026-06-27 minus current liabilities
Return on capital employed LITE
| FY Jun 2026 | +12.1% |
| FY Jun 2025 | -4.8% |
| FY Jun 2024 | -11.3% |
| FY Jul 2023 | -3.1% |
| FY Jul 2022 | +9.6% |
| Jun 2026 | +12.1% |
| Mar 2026 | +7.0% |
| Dec 2025 | +1.1% |
| Sep 2025 | -2.7% |
| Jun 2025 | -4.8% |
| Mar 2025 | -8.1% |
| Dec 2024 | -10.0% |
| Sep 2024 | -11.4% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing LITE
| FY Jun 2026 | n/a |
| FY Jun 2025 | 263.19x |
| FY Jun 2024 | n/a |
| FY Jul 2023 | n/a |
| FY Jul 2022 | 29.15x |
| Jun 2026 | n/a |
| Mar 2026 | 127.08x |
| Dec 2025 | 115.27x |
| Sep 2025 | 99.23x |
| Jun 2025 | 263.19x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$67.4B
market value at close 2026-10-23 on 2026-08-14 shares, plus long-term 2026-06-27 plus current 2026-06-27, minus cash 2026-06-27
Enterprise value LITE
| FY Jun 2026 | $63.2B |
| FY Jun 2025 | $8.6B |
| FY Jun 2024 | $5.5B |
| FY Jul 2023 | $6.0B |
| FY Jul 2022 | $6.0B |
| Jun 2026 | $63.2B |
| Mar 2026 | $50.8B |
| Dec 2025 | $30.3B |
| Sep 2025 | $13.7B |
| Jun 2025 | $8.6B |
| Mar 2025 | $6.4B |
| Dec 2024 | $7.9B |
| Sep 2024 | $6.5B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+0.4%
TTM free cash flow over market value at close 2026-10-23
FCF yield LITE
| FY Jun 2026 | +0.5% |
| FY Jun 2025 | -1.6% |
| FY Jun 2024 | -3.1% |
| FY Jul 2023 | +1.3% |
| FY Jul 2022 | +6.9% |
| Jun 2026 | +0.5% |
| Mar 2026 | +0.2% |
| Dec 2025 | -0.1% |
| Sep 2025 | -0.8% |
| Jun 2025 | -1.6% |
| Mar 2025 | -2.4% |
| Dec 2024 | -1.1% |
| Sep 2024 | -1.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing LITE
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jul 2023 | n/a |
| FY Jul 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-06 | 2025-06 | 2024-06 | 2023-07 | |
|---|---|---|---|---|
| Revenue | $3.0B | $1.6B | $1.4B | $1.8B |
| Gross profit | $1.3B | $459.9M | $251.5M | $569.0M |
| Operating income | $524.8M | -$180.1M | -$434.0M | -$115.7M |
| Net income | -$6.9B | $25.9M | -$546.5M | -$131.6M |
| EPS (diluted) | -92.96 | 0.37 | -8.12 | -1.93 |
| Operating cash flow | $751.4M | $126.3M | $24.7M | $179.8M |
| Cash | $2.0B | $520.7M | $436.7M | $859.0M |
| Long-term debt | $40.5M | $2.6B | $2.5B | $2.5B |
| Buybacks | n/a | $0 | $0 | $175.6M |
SEC XBRL, fiscal years, as known on 2026-10-27
LITE Stock Sonar score 6/7 axes
Find similar shapesCompareLITE ranks highest on institutional and government (81st percentile) and growth (50th), and lowest on insider conviction (6th), among Tech Hardware peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
LITE filings, in plain words
Are Lumentum insiders buying or selling LITE?
In the 180 days to 2026-10-27, Lumentum insiders were net sellers, a net $129.4M across purchases and sales reported on Form 4, by 9 sellers.
Have members of Congress traded LITE?
Yes. In the year to 2026-10-27, 2 House members disclosed buying LITE and 1 House member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-07-17.
Are there planned insider sales of LITE?
Yes. 36 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $90.5M of stock; the latest, by WAJID ALI, was filed 2026-10-01.
Read the full summary
In the 180 days to 2026-10-27, Lumentum insiders were net sellers of LITE, a net $129.4M across purchases and sales reported on Form 4 by 9 sellers. 58% of the 113 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 2 members of Congress disclosed buying LITE and 1 member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-07-17. Insiders filed 36 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $90.5M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
