Brennan Ita M has demonstrated a consistent pattern of selling activity across three companies—Cadence Design Systems (CDNS), Planet Labs (PL), and Lam Research (LRCX)—with no recorded purchases in the available SEC filings. The transactions, totaling $160,015 in aggregate sell value, are heavily concentrated in CDNS, accounting for all non-zero dollar transactions. Notably, the most recent activity occurred on March 17, 2026, with seven sales of CDNS shares ranging from $900.87 to $21,427.55, continuing a trend that began in September 2025. Earlier transactions in December 2025 and September 2025 also involved multiple CDNS sales, with individual values spanning from $1,045.59 to $21,574.36, suggesting a methodical unwinding of positions over time.
While Brennan’s transactions in PL and LRCX were marked as dispositions (coded "M" and "A," respectively), these filings reported no monetary value, indicating they may involve non-cash events such as gift transfers or expiration of derivative holdings. The absence of any buy transactions, coupled with the repeated sales in CDNS—particularly the larger trades exceeding $20,000—points to a clear divestment strategy in this holding. The lack of recent buying activity and the sustained selling across multiple quarters reinforce a one-sided dispositional trend, though the reasons behind the sales remain undisclosed in the filings.
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