SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| WIMMERS DIDIER | Executive VP of R&D | 2026-09-03 | Tax withholding | 317 | $24K |
| Siu Chris | CFO | 2026-09-01 | Tax withholding | 496 | $38K |
| ROGERS VERNON | Exec VP of Sales & Mktg. | 2026-08-17 | Open-market sell | 3994 | $574K |
| ENGINEER ADIL | Chief Operating Officer | 2026-08-14 | Gift | 500 | $0 |
| POSEDEL RHEA J | Director | 2026-08-14 | Open-market sell | 5973 | $836K |
| ROGERS VERNON | Exec VP of Sales & Mktg. | 2026-08-14 | Open-market sell | 1000 | $134K |
| ROGERS VERNON | Exec VP of Sales & Mktg. | 2026-08-14 | Open-market sell | 1000 | $139K |
| SLAYEN HOWARD T | Director | 2026-08-14 | Open-market sell | 5700 | $758K |
| SALAMONE ALBERTO | EVP, PPBI BUSINESS | 2026-08-13 | Open-market sell | 4200 | $538K |
| SALAMONE ALBERTO | EVP, PPBI BUSINESS | 2026-08-13 | Open-market sell | 5472 | $698K |
| ENGINEER ADIL | Chief Operating Officer | 2026-08-12 | Option exercise | 15000 | $142K |
| ENGINEER ADIL | Chief Operating Officer | 2026-08-12 | Open-market sell | 7500 | $982K |
| ENGINEER ADIL | Chief Operating Officer | 2026-08-12 | Open-market sell | 7500 | $983K |
| Erickson Gayn | President and CEO, Director | 2026-08-12 | Open-market sell | 1548 | $205K |
| Erickson Gayn | President and CEO, Director | 2026-08-12 | Open-market sell | 38452 | $5.0M |
| OLIPHANT LAURA | Director | 2026-08-12 | Open-market sell | 1717 | $228K |
| POSEDEL RHEA J | Director | 2026-08-12 | Open-market sell | 8413 | $1.1M |
| SCOTT GEOFFREY GATES | Director | 2026-08-12 | Gift | 6731 | $0 |
| SCOTT GEOFFREY GATES | Director | 2026-08-12 | Open-market sell | 20000 | $2.6M |
| SPORCK ALISTAIR N | VP Contactor Business Unit | 2026-08-10 | Open-market sell | 1000 | $108K |
Fiscal period ending 2026-05-29 versus 2025-05-30 — view filing on EDGAR →
Broad tariff and trade-war exposure is newly and explicitly disclosed — covering costs, demand, supply chain, and operations — even as China-specific trade risk was removed, leaving a net geopolitical picture that is more diffuse but not clearly lighter. Competitive risk escalated with a new call-out of semiconductor industry consolidation as a structural threat, partially offset by meaningful customer-concentration improvement (top-5 down from 77% to 70%). The worsening on macro/trade and competitive structure outweighs the easing on concentration and China exposure.
0 company-specific · 2 eased/removed · 2 common-mode
Customer concentration risk decreased materially. Top-5 customer concentration fell from 77% to 70% in fiscal 2026; top-3 customers now 51% versus prior top-2 at 54%, showing improved diversification.
Risks Related to Our Business and Industry We generate a large portion of our sales from a small number of customers. If we were to lose one or more of our large customers, operating results could…
Removal of material China trade/tariff risk disclosure signals eased geopolitical tension or reduced China exposure. Reasonable investors would view this as substantive risk mitigation.
Geopolitical tensions and changes in government trade policies could adversely affect our operations in China and our business, results of operations and financial condition. Heightened geopolitical…
New disclosure of material tariff and trade war risks. Explicitly states adverse impact on costs, demand, supply chain, and operations. Acknowledges ongoing tariff regime despite 2026 Supreme Court ruling.
Changes in U.S. tariff policies, retaliatory trade measures taken by other countries and resulting trade wars may have a material adverse impact on our results of operations. Changes in U.S. tariff…
Added disclosure of semiconductor industry consolidation as a competitive threat, escalating competitive risk beyond prior generic competition language.
The semiconductor equipment industry is intensely competitive. In each of the markets we serve, we face competition from established competitors and potential new entrants, many of which have greater…
This is a clear earnings release disclosing Aehr Test Systems' financial results for fiscal Q4 and full year ended May 29, 2026. The filing explicitly states "issued a press release announcing the Company's financial results for its fourth quarter and fiscal year ended May 29, 2026" and includes detailed GAAP and non-GAAP results, bookings, backlog, and forward guidance for fiscal 2027 revenue of $130–$150 million (160–200% growth). The press release is furnished as Exhibit 99.1 and is the core disclosure under Item 2.02.
View raw filing on EDGAR →