Industry ownership intelligence

Communication Equipment insider conviction

Executive and director activity assessed across 27 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardTechnology sectorCompany signalsFiling ledgerData API
29/100

Concentrated distribution

88/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
170
Latest evidence
22 Jul 2026

Capital positioning read

Concentrated distribution

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Review exposure and filing context

Evidence in favour

  • 44 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 170 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction29Concentrated distribution
Confidence88Deep evidence
Controlled events449directional common-share events
Company breadth27represented companies
Acquisition value$59.5Mnormalized amount
Disposal value$404.0Mnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

9318 May
3625 May
16401 Jun
5708 Jun
5915 Jun
1522 Jun
8729 Jun
2606 Jul
2213 Jul
3520 Jul
027 Jul
003 Aug
AcquisitionsDisposalsScore 29 · Confidence 88

Relative positioning

Industry peer map

Current score with confidence.

SoftwareConviction accumulation8344 confidence Scientific & Technical InstrumentsBalanced insider tape5287 confidence Information Technology ServicesBalanced insider tape4885 confidence Software - ApplicationConcentrated distribution3186 confidence Communication EquipmentConcentrated distribution2988 confidence Electronics & Computer DistributionConcentrated distribution2973 confidence SemiconductorsConcentrated distribution2889 confidence Semiconductor Equipment & MaterialsConcentrated distribution2688 confidence SolarConcentrated distribution2374 confidence Electronic ComponentsConcentrated distribution2291 confidence Software - InfrastructureConcentrated distribution2088 confidence Computer HardwareConcentrated distribution1690 confidence Consumer ElectronicsConcentrated distribution1266 confidence

Directional balance

Controlled event mix

9.8%acquisition
Acquisition events
44
Disposal events
405
Net value
-$344.5M

Evidence quality

What the filings represent

Common equity600
Equity compensation96
Options and derivatives19
Other securities4

Decision makers

Role participation

Director212
Other or unspecified154
Other executive140
CEO and chair116
Finance leadership96
Large holder1

Quality controls

Evidence usability

Normalized values
65%
Priced common share
65%
Named insiders
170
Controlled events
449

Auditable evidence

Latest Communication Equipment filings

Showing 691 to 719 of 719.

LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$118.7KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$117.8KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$117.4KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$114.9KDirectional evidence
CLFDClearfield Inc
BERANEK, CHERYLDirector, Chief Executive Officer
DisposalCommon equity
$112.5KDirectional evidence
CLFDClearfield Inc
JONES, WALTER LOUIS JRDirector
DisposalCommon equity
$110.1KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$97.7KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$79.8KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$79.2KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$77.9KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$76.3KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$66.4KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$66.1KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$49.2KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$39.7KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$39.5KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$38.8KDirectional evidence
LITELumentum Holdings Inc
LILLIE, BRIANDirector
DisposalCommon equity
$38.5KDirectional evidence
VSATViaSat Inc
LAPLANTE, WILLIAM ALBERTDirector
AcquisitionCommon equity
Not reportedContext evidence
VSATViaSat Inc
LAPLANTE, WILLIAM ALBERTDirector
DisposalEquity compensation
Not reportedContext evidence
VSATViaSat Inc
PAULL, MICHAELDirector
DisposalEquity compensation
Not reportedContext evidence
VSATViaSat Inc
PAULL, MICHAELDirector
AcquisitionCommon equity
Not reportedContext evidence
CSCOCisco Systems Inc
ROBBINS, CHARLESDirector, Chair and CEO
DisposalCommon equity
$1.5MDirectional evidence
CSCOCisco Systems Inc
PATEL, JEETENDRA IPresident and CPO
DisposalCommon equity
$907.7KDirectional evidence
CSCOCisco Systems Inc
SUBAIYA, THIMAYA K.EVP, Operations
DisposalCommon equity
$736.8KDirectional evidence
CSCOCisco Systems Inc
STAHLKOPF, DEBORAH LEVP and Chief Legal Officer
DisposalCommon equity
$393.0KDirectional evidence
CSCOCisco Systems Inc
PATTERSON, MARKEVP and CFO
DisposalCommon equity
$351.5KDirectional evidence
CSCOCisco Systems Inc
TUSZIK, OLIVEREVP, Global Sales
DisposalCommon equity
$303.8KDirectional evidence
CSCOCisco Systems Inc
WONG, MARIA VICTORIASVP & Chief Acctg Officer
DisposalCommon equity
$122.5KDirectional evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.