Insider Trading March 16, 2026

Netlist CEO Disposes of 343,495 Shares in Mid-March Transactions

Hong Chun K completed multiple sales totaling $515,992 as company posts a sizable revenue beat for Q4 2025

By Maya Rios NLST
Netlist CEO Disposes of 343,495 Shares in Mid-March Transactions
NLST

Netlist INC (NASDAQ:NLST) President, CEO and Chairman Hong Chun K sold 343,495 shares of common stock between March 12 and March 16, 2026, in transactions that the company reported on a Form 4 filing. The sales produced proceeds of $515,992. Separately, Netlist reported fourth-quarter 2025 results that matched EPS expectations and substantially exceeded revenue forecasts.

Key Points

  • Netlist CEO Hong Chun K sold 343,495 shares between March 12 and March 16, 2026, per a Form 4 filing.
  • The filing lists aggregate sales executed at $1.50 per share, totaling $515,992; some March 16 transactions are reported with prices between $1.50 and $1.53.
  • Netlist reported Q4 2025 EPS of -$0.01, meeting expectations, and revenue of $75.7 million, beating a $47 million forecast by 61.06%.

Netlist INC (NASDAQ:NLST) reported that President, Chief Executive Officer and Chairman Hong Chun K sold a total of 343,495 shares of common stock across multiple transactions executed between March 12 and March 16, 2026, according to a Form 4 filed with the Securities and Exchange Commission.

The filing states the aggregate sales were executed at a price of $1.50 per share, resulting in total proceeds of $515,992. The filing also provides transaction-level detail: on March 12 Hong sold 5,500 shares; on March 13 Hong sold 194,500 shares; and on March 16 Hong sold 93,995 shares in multiple transactions with prices reported in the filing as ranging from $1.50 to $1.53 per share. Additionally, on March 12 Hong sold 50,000 shares that were held indirectly by the Hong-Cha Property Trust.

After recording these dispositions, Hong directly holds 7,860,387 shares of Netlist common stock, a total that includes shares subject to unvested restricted stock units, the Form 4 indicates.

Since the reported sales, the stock has risen to $1.65 and is trading in the vicinity of its 52-week high of $1.73. Shares are up 85% year-to-date, according to market data reported alongside the filing.

In related corporate developments, Netlist released its fourth-quarter 2025 financial results. The company reported earnings per share of -$0.01, which met analysts' expectations. Revenue for the quarter came in at $75.7 million versus a forecast of $47 million, representing a 61.06% surprise to the upside. The company said this revenue result exceeded expectations by a significant margin.

Commentary in market analysis accompanying the filing noted that the stock currently appears overvalued relative to its Fair Value. The company’s recent financial results - an earnings per share figure in line with forecasts and a large revenue beat - were described as notable developments for investors evaluating Netlist's near-term performance. The filing and associated materials also state that there have been no recent analyst upgrades or downgrades reported from major analyst firms following the earnings release.

Investors and market participants tracking insider activity, valuation metrics and recent operating results will likely continue to monitor Netlist’s financial and operational metrics closely as the company progresses through 2026.


For context, transaction breakdown reported on the Form 4:

  • March 12, 2026 - 5,500 shares sold by Hong; 50,000 shares sold indirectly by the Hong-Cha Property Trust
  • March 13, 2026 - 194,500 shares sold by Hong
  • March 16, 2026 - 93,995 shares sold by Hong in multiple transactions at prices ranging from $1.50 to $1.53 per share

Risks

  • Insider selling may raise investor questions about executive sentiment toward the stock - this could affect investor confidence in the technology sector where Netlist operates.
  • Valuation concerns noted in analysis that the stock appears overvalued relative to its Fair Value could increase volatility in the equity as market participants reassess the company’s price vs. fundamentals.
  • Despite the strong revenue beat, there were no reported analyst upgrades or downgrades, leaving uncertainty around how coverage and ratings may evolve and how that will influence market reactions in the short term.

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