Insider Trading June 11, 2026 05:58 PM

Western Digital Director Martin Cole Offloads Shares Under Pre-Arranged Plan

Insider transaction follows strong Q3 earnings and strategic moves in storage and security, raising questions about valuation amid rapid gains.

By Avery Klein
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Western Digital Corp (NASDAQ: WDC) director Martin I. Cole executed a sale of 720 shares on June 9, 2026, valued at $385,924 under a Rule 10b5-1 trading plan adopted in March 2026. The transaction follows a period of significant stock appreciation and robust financial reporting, positioning the company within the AI infrastructure and cloud storage sectors. The sale occurred as Western Digital navigates post-quantum security integration and leadership changes, while market analysts weigh valuation metrics against earnings momentum.

Western Digital Director Martin Cole Offloads Shares Under Pre-Arranged Plan
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Key Points

  • Director Martin I. Cole sold 720 shares valued at $385,924 under a Rule 10b5-1 plan adopted in March 2026.
  • Western Digital reported Q3 2026 EPS of $2.72 and revenue of $3.34 billion, beating estimates and highlighting strong cloud storage demand.
  • Evercore ISI raised its price target to $575, citing anticipated AI sector demand, while the stock has gained 853% over the past year.

Western Digital Corp (NASDAQ: WDC) director Martin I. Cole executed a sale of 720 shares of common stock on June 9, 2026, according to a recent SEC Form 4 filing. The transactions totaled $385,924 in value. These shares were sold at prices ranging from $528.0733 to $544.95 per share. The stock currently trades at $528.72, reflecting an extraordinary 853% gain over the past year, though InvestingPro data shows the shares may be overvalued at current levels and have declined ~8% over the past week. These sales were conducted under a Rule 10b5-1 trading plan, which Mr. Cole adopted on March 5, 2026. The filing also noted that this Form 4 is a continuation of another Form 4 filed for the same date, due to SEC rules on transaction reporting limits.

Following these transactions, Mr. Cole directly owns 25,433 shares of Western Digital common stock.

In other recent news, Western Digital Corporation reported impressive financial results for its fiscal third quarter of 2026. The company achieved an earnings per share (EPS) of $2.72, surpassing the forecasted $2.36, with revenue reaching $3.34 billion, exceeding the anticipated $3.23 billion. This performance highlights strong demand across its business segments, notably in cloud storage solutions. Additionally, Western Digital announced the integration of post-quantum cryptography into its Ultrastar UltraSMR hard disk drives, enhancing security features with NIST-approved algorithms. The company also entered into exchange agreements with institutional investors, trading 653,203 shares of Sandisk Corporation common stock for 1,865,801 shares of its own. In terms of leadership, Western Digital appointed Manuvir Das to its board of directors. Evercore ISI raised its price target for Western Digital shares to $575, maintaining an Outperform rating, driven by anticipated demand in AI sectors. These developments reflect Western Digital’s strategic advancements and market positioning.

Western Digital Follow Analyze WDC Included in our AI-picked strategies · Review strategies 528.72 ▲ +38.63 (+7.88%) Closed · 15:59:59 · USD 531.52 ▲ +2.23 (+0.42%) After Hours · 18:06:56 1D 1W 1M 6M 1Y 5Y Max Created with Highcharts 11.4.8 14:00 15:00 16:00 17:00 18:00 19:00 480 500 520 Analyze WDC This article was generated with the support of AI and reviewed by an editor. For more information see our T & C. Should you invest $2,000 in WDC right now? ProPicks AI evaluates WDC alongside thousands of other companies every month using 100+ financial metrics. Using powerful AI to generate exciting stock ideas, it looks beyond popularity to assess fundamentals, momentum, and valuation. The AI has no bias—it simply identifies which stocks offer the best risk-reward based on current data with notable past winners that include Super Micro Computer (+185%) and AppLovin (+157%). Want to know if WDC is currently featured in any ProPicks AI strategies, or if there are better opportunities in the same space? See More Stocks

Key Points

  • Director Martin I. Cole sold 720 shares valued at $385,924 under a Rule 10b5-1 plan adopted in March 2026.
  • Western Digital reported Q3 2026 EPS of $2.72 and revenue of $3.34 billion, beating estimates and highlighting strong cloud storage demand.
  • Evercore ISI raised its price target to $575, citing anticipated AI sector demand, while the stock has gained 853% over the past year.

Risks and Uncertainties

  • InvestingPro data indicates the shares may be overvalued at current levels, with a recent ~8% decline over the past week, suggesting potential volatility in the semiconductor and storage markets.
  • The extraordinary 853% gain over the past year may reflect rapid price appreciation that could face correction pressures, impacting investor sentiment in the AI infrastructure sector.

Risks

  • InvestingPro data indicates the shares may be overvalued at current levels, with a recent ~8% decline over the past week, suggesting potential volatility in the semiconductor and storage markets.
  • The extraordinary 853% gain over the past year may reflect rapid price appreciation that could face correction pressures, impacting investor sentiment in the AI infrastructure sector.

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