Insider Trading March 23, 2026

SkyWater CFO Sells Nearly $2 Million in Shares as Acquisition Talks Continue

Steve Manko disposes of 71,693 SkyWater shares under 10b5-1 plan; transaction amended to correct earlier overstatement

By Priya Menon SKYT IONQ
SkyWater CFO Sells Nearly $2 Million in Shares as Acquisition Talks Continue
SKYT IONQ

SkyWater Technology CFO Steve Manko sold 71,693 shares on March 16, 2026, for roughly $1.99 million under a pre-arranged Rule 10b5-1 plan. The company remains the subject of a planned acquisition by IonQ valued at about $1.8 billion, while some market research flags SkyWater as trading above its fair value.

Key Points

  • SkyWater CFO Steve Manko sold 71,693 shares on March 16, 2026, for roughly $1.99 million under a Rule 10b5-1 plan.
  • IonQ has announced an approximately $1.8 billion acquisition of SkyWater, offering $15 cash plus $20 in IonQ stock per SkyWater share, equal to $35.00 total.
  • Market analysis cited in filings lists SkyWater as trading above its Fair Value and on a Most Overvalued list; TD Cowen downgraded the stock to Hold while raising its $35 price target.

Transaction details

SkyWater Technology NASDAQ:SKYT Chief Financial Officer Steve Manko sold 71,693 shares of the company’s common stock on March 16, 2026, in a transaction that generated approximately $1.99 million in proceeds. The shares were sold at prices ranging from $27.54 to $28.10.

The sale was carried out pursuant to a pre-arranged Rule 10b5-1 trading plan that was put in place on November 21, 2025. Following the disposition, Manko’s direct holdings in SkyWater total 224,874 shares.


Correction to prior filing

The current Form 4/A filing amends an earlier submission to correct an administrative error. The initial filing overstated the number of shares sold by 9,708 shares; the amended filing reflects the corrected figure of 71,693 shares.


Market context and valuation notes

SkyWater’s stock was trading at $29.22 at the time of reporting, a price that represents a 251% gain over the past year. Separately, InvestingPro analysis cited in the filing indicates the semiconductor manufacturer is trading above its Fair Value and appears on a Most Overvalued list. The notice points investors to a Pro Research Report for deeper valuation and performance analysis, noting that the report covers this company and more than 1,400 other U.S. equities.


Acquisition developments

In related corporate news, IonQ announced plans to acquire SkyWater Technology in a deal valued at approximately $1.8 billion. Under the terms disclosed, SkyWater would operate as a separate subsidiary within IonQ’s corporate structure. SkyWater shareholders are slated to receive $15.00 in cash plus $20.00 in IonQ common stock for each share held, equating to a combined consideration of $35.00 per share.

The transaction was reported to represent a 38% premium to SkyWater’s 30-day volume-weighted average price as of January 23. Following the acquisition announcement, TD Cowen adjusted its recommendation on SkyWater, downgrading the stock from Buy to Hold while raising its price target to $35.00.


What is known and what remains limited

The filings establish the precise size, timing, and execution mechanics of the insider sale, and they record the corrected quantity after an administrative error. The documents also summarize third-party valuation commentary and the terms of the proposed acquisition. Beyond those items, the filings do not provide further commentary from company executives or additional operational details.

Risks

  • Insider sale could be read differently by market participants despite being executed under a pre-arranged 10b5-1 plan - impacts investor sentiment in semiconductors and related hardware manufacturers.
  • Regulatory or shareholder approvals required for the IonQ-SkyWater transaction could affect timing and certainty of the $1.8 billion acquisition - impacts M&A activity in quantum computing and semiconductor manufacturing.
  • Valuation disagreement between market pricing and third-party Fair Value analysis introduces uncertainty for investors assessing SkyWater’s equity - impacts valuation assessments across semiconductor and defense-adjacent industrials.

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