AI Power Semiconductor Beneficiaries: Executives Sell $100 Million in Shares in One Month

From April 8 through May 6, three vice presidents overseeing Legal; Sales & Marketing; and Global Operations at Monolithic Power Systems Inc. (MPWR) executed Rule 10b5-1 trading plans to sell shares in stages. They disposed of roughly 70,000 shares at prices between $1,266 and $1,661 per share, netting approximately $100 million (₩130–140 billion). Even after these sales, each executive still retains several hundred thousand shares, indicating they continue to hold a significant economic stake in the company.

On April 30, Monolithic Power Systems reported first-quarter 2026 results that beat market expectations, posting non-GAAP earnings of $5.10 per share on about $840 million in revenue. The stock subsequently rallied to a 52-week high near $1,660 in early May and currently trades around $1,600.

Founded in 1997 and headquartered in West Palm Beach, Florida, Monolithic Power Systems is a fabless semiconductor company that designs and supplies power-management ICs and power solutions for servers, storage, enterprise data centers, automotive applications, telecommunications equipment, and industrial devices. The company generates global sales and is included in both the Nasdaq 100 and the S&P 500 indexes.