Industry ownership intelligence

Computer Hardware insider conviction

Executive and director activity assessed across 19 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardTechnology sectorCompany signalsFiling ledgerData API
17/100

Concentrated distribution

96/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
139
Latest evidence
10 Sep 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

  • 27 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 139 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 10 Sep 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction17Concentrated distribution
Confidence96Deep evidence
Controlled events1409directional common-share events
Company breadth19represented companies
Acquisition value$11.1Mnormalized amount
Disposal value$1.7Bnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

13929 Jun
26906 Jul
1913 Jul
3220 Jul
3527 Jul
22903 Aug
8510 Aug
26317 Aug
17624 Aug
34831 Aug
28707 Sep
014 Sep
AcquisitionsDisposalsScore 17 · Confidence 96

Relative positioning

Industry peer map

Current score with confidence.

SoftwareConviction accumulation7231 confidence SolarBalanced insider tape5379 confidence Scientific & Technical InstrumentsBalanced insider tape4694 confidence Information Technology ServicesBalanced insider tape4592 confidence Electronic ComponentsDistribution bias3597 confidence SemiconductorsDistribution bias3396 confidence Communication EquipmentConcentrated distribution2994 confidence Semiconductor Equipment & MaterialsConcentrated distribution2796 confidence Software - ApplicationConcentrated distribution2695 confidence Consumer ElectronicsConcentrated distribution2578 confidence Electronics & Computer DistributionConcentrated distribution2382 confidence Software - InfrastructureConcentrated distribution2096 confidence Computer HardwareConcentrated distribution1796 confidence

Directional balance

Controlled event mix

1.9%acquisition
Acquisition events
27
Disposal events
1382
Net value
-$1.7B

Evidence quality

What the filings represent

Common equity1675
Equity compensation177
Options and derivatives37
Other securities49

Decision makers

Role participation

Large holder850
CEO and chair310
Director262
Other executive230
Finance leadership144
Other or unspecified142

Quality controls

Evidence usability

Normalized values
76%
Priced common share
74%
Named insiders
139
Controlled events
1409

Auditable evidence

Latest Computer Hardware filings

Showing 1 to 30 of 1938.

STXSeagate Technology PLC
MOSLEY, WILLIAM DDirector, CEO
DisposalCommon equity
$1.3MDirectional evidence
STXSeagate Technology PLC
MOSLEY, WILLIAM DDirector, CEO
DisposalCommon equity
$1.1MDirectional evidence
STXSeagate Technology PLC
ROMANO, GIANLUCAEVP & CFO
DisposalCommon equity
$711.7KDirectional evidence
STXSeagate Technology PLC
TEH, BAN SENGEVP & Chief Commercial Officer
DisposalCommon equity
$570.2KDirectional evidence
STXSeagate Technology PLC
ROMANO, GIANLUCAEVP & CFO
DisposalCommon equity
$450.5KDirectional evidence
STXSeagate Technology PLC
MORRIS, JOHN CHRISTOPHEREVP & CTO
DisposalCommon equity
$275.2KDirectional evidence
STXSeagate Technology PLC
MORRIS, JOHN CHRISTOPHEREVP & CTO
DisposalCommon equity
$218.1KDirectional evidence
IONQIONQ Inc
RAYMOND, JOHN WDirector, Special Advisor
DisposalCommon equity
$89.6KDirectional evidence
DELLDell Technologies Inc
SILVER, LAKE PARTNERS IV, L.P.Director, 10% Owner
DisposalCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SILVER, LAKE PARTNERS IV, L.P.Director, 10% Owner
AcquisitionCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SILVER, LAKE PARTNERS V DE (AIV), L.P.Director, 10% Owner
AcquisitionCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SILVER, LAKE PARTNERS V DE (AIV), L.P.Director, 10% Owner
DisposalCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SILVER, LAKE TECHNOLOGY INVESTORS IV, L.P.Director, 10% Owner
DisposalCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SILVER, LAKE TECHNOLOGY INVESTORS IV, L.P.Director, 10% Owner
AcquisitionCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SILVER, LAKE TECHNOLOGY INVESTORS V, L.P.Director, 10% Owner
DisposalCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SILVER, LAKE TECHNOLOGY INVESTORS V, L.P.Director, 10% Owner
AcquisitionCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SL, SPV-2, L.P.Director, 10% Owner
AcquisitionCommon equity
Not reportedContext evidence
DELLDell Technologies Inc
SL, SPV-2, L.P.Director, 10% Owner
DisposalCommon equity
Not reportedContext evidence
RGTIRigetti Computing Inc
KULKARNI, SUBODH KDirector, President and CEO
DisposalOptions and derivatives
Not reportedContext evidence
STXSeagate Technology PLC
CHONG, KIAN FATTEVP Global Operations
AcquisitionCommon equity
Not reportedContext evidence
STXSeagate Technology PLC
CHONG, KIAN FATTEVP Global Operations
AcquisitionCommon equity
Not reportedContext evidence
STXSeagate Technology PLC
CHONG, KIAN FATTEVP Global Operations
DisposalEquity compensation
Not reportedContext evidence
STXSeagate Technology PLC
CHONG, KIAN FATTEVP Global Operations
DisposalEquity compensation
Not reportedContext evidence
STXSeagate Technology PLC
MORRIS, JOHN CHRISTOPHEREVP & CTO
DisposalEquity compensation
Not reportedContext evidence
STXSeagate Technology PLC
MORRIS, JOHN CHRISTOPHEREVP & CTO
AcquisitionCommon equity
Not reportedContext evidence
STXSeagate Technology PLC
MORRIS, JOHN CHRISTOPHEREVP & CTO
DisposalEquity compensation
Not reportedContext evidence
STXSeagate Technology PLC
MORRIS, JOHN CHRISTOPHEREVP & CTO
AcquisitionCommon equity
Not reportedContext evidence
STXSeagate Technology PLC
MOSLEY, WILLIAM DDirector, CEO
AcquisitionCommon equity
Not reportedContext evidence
STXSeagate Technology PLC
MOSLEY, WILLIAM DDirector, CEO
DisposalEquity compensation
Not reportedContext evidence
STXSeagate Technology PLC
MOSLEY, WILLIAM DDirector, CEO
AcquisitionCommon equity
Not reportedContext 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.

Evidence context