Insider Trading February 20, 2026

Lattice Semiconductor Director Disposes Nearly $1.0 Million in Stock Amid Rally

Mark E. Jensen sold 10,134 shares across personal and entity holdings as shares trade near a one-year high

By Maya Rios LSCC
Lattice Semiconductor Director Disposes Nearly $1.0 Million in Stock Amid Rally
LSCC

Mark Edwin Jensen, a director at Lattice Semiconductor Corp (NASDAQ: LSCC), executed multiple open-market sales on February 18, 2026, totaling $995,039. The transactions, recorded on an SEC Form 4, consisted of shares sold from both his personal account and from Genesis Property, LLC, an entity he manages. The stock has risen sharply over six months and is trading close to its 52-week peak, while third-party analysis included in public filings flags valuation concerns.

Key Points

  • Director Mark Edwin Jensen sold a total of 10,134 Lattice Semiconductor shares on February 18, 2026, raising $995,039 in proceeds.
  • Sales included 6,279 shares from Jensen's personal holdings and 3,855 shares from Genesis Property, LLC, an entity he manages; post-sale holdings are 41,508 shares (direct) for Jensen and 59,342 shares (indirect) for Genesis LLC.
  • Lattice reported Q4 fiscal 2025 revenue above expectations and provided Q1 fiscal 2026 guidance that exceeded consensus; multiple brokerages raised price targets following the results.

Mark Edwin Jensen, a sitting director of Lattice Semiconductor Corp (NASDAQ: LSCC), sold company shares on February 18, 2026, in a set of transactions that together amounted to $995,039 in proceeds. The trades were reported in a Form 4 filing with the Securities and Exchange Commission and were executed at prices ranging between $98.095 and $98.34 per share.

According to the filing, Jensen sold 6,279 shares of common stock from his personal holdings at a weighted average price of $98.095, generating roughly $615,939. After that disposition, Jensen is listed as directly owning 41,508 shares of Lattice common stock.

In a separate set of transactions, Jensen sold 3,855 shares held by Genesis Property, LLC, an entity for which he serves as sole manager. Those shares were sold at a weighted average price of $98.34, producing about $379,100. The Form 4 states that Genesis Property, LLC now indirectly holds 59,342 shares following the sale.

The filing provides additional detail on the ownership structure of Genesis Property, LLC. The membership interests are reported as 100 Class A units, held by the reporting person, and 9,900 Class B units, held by The Jensen Family 2023 Irrevocable Trust (the Trust).

The timing of the transactions comes as Lattice Semiconductor shares have climbed significantly in recent months. Over the past six months the stock has advanced approximately 55% and was trading near its 52-week high of $108.08 at the time of the report. An analysis highlighted in the public discussion accompanying the filing, identified as InvestingPro analysis, indicated that the stock currently appears overvalued based on its prevailing market price.

Corporate results and forward-looking commentary announced by the company add context to the price action. Lattice Semiconductor reported fourth-quarter fiscal 2025 revenue that exceeded expectations, while reported earnings per share were in line with forecasts. The company also offered guidance for the first quarter of fiscal 2026 that surpassed consensus estimates for both revenue and adjusted earnings per share.

Following those results and the outlook, several brokerages adjusted their price targets. Stifel raised its price target to $110 and maintained a Buy rating. KeyBanc increased its target to $125, citing slightly better-than-expected results driven by the Communications and Computing segment. Needham also lifted its target to $110, pointing to a strong outlook and compelling revenue guidance. Rosenblatt Securities set a new price target of $105, noting better-than-expected data center and AI-related revenue and anticipating accelerated growth in the coming quarter.

In product news, Lattice Semiconductor introduced a Cyber Resilience Reference Kit meant to aid industrial and edge device manufacturers in designing secure systems. The kit was developed in collaboration with EXOR International and TrustiPhi.

For investors seeking additional valuation context and proprietary commentary, the filing references further InvestingPro content, including a Pro Research Report and 16 additional InvestingPro Tips related to LSCC valuation and performance metrics.


Contextual note: The share dispositions described here are recorded per the company’s public SEC filing and reflect the quantities, prices, and ownership positions reported on that Form 4.

Risks

  • Valuation concerns: An InvestingPro analysis included in public materials indicates the stock may be overvalued at current market levels, which could affect investor returns - impacts the technology and semiconductor sectors.
  • Insider selling: Director-level disposals, while routine, can raise questions about insider sentiment and may influence market perception in the short term - impacts equity market trading dynamics.
  • Execution risk on guidance: Although management provided robust revenue and adjusted EPS guidance for Q1 fiscal 2026, future results remain subject to execution and demand conditions, particularly in Communications, Computing, and data center-related segments.

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