Oleg Khaykin’s recent SEC Form 4 filings reveal a clear pattern of selling activity concentrated in two companies: Viavi Solutions (VIAV) and Avnet (AVT). Over the past six months, Khaykin has executed 14 sell transactions totaling approximately $28 million, with no recent purchases aside from minor acquisitions of AVT shares—some with negligible or zero reported value. The bulk of his selling has been in VIAV, with multi-million-dollar disposals between December 2025 and February 2026, including a single-day sale of $1.96 million on February 4, 2026, and a combined $1.73 million across two transactions on February 5, 2026. Smaller but consistent sales occurred in December 2025, averaging between $598,568 and $1.05 million per transaction.
Khaykin’s activity in AVT has been minimal by comparison, with only a few small acquisitions—such as $17,746 on December 17, 2025, and $19,547 on March 18, 2026—likely tied to equity awards rather than open-market purchases. The absence of meaningful buying and the sustained selling in VIAV, particularly in early 2026, suggests a strategic reduction in his position. While the filings do not indicate the reasons behind these transactions, the data reflects a decisive shift toward divestment, with VIAV accounting for nearly all the monetized value in his recent trading history.
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