STX

STX · Seagate Technology Holdings PLC Ordinary Shares (Ireland)

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AI Market Commentary

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Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 16, 2026

Seagate eyes TDK HDD head deal amid AI storage demand. Seagate said it is evaluating a potential agreement with TDK for HDD heads as AI‑related storage demand rises. The discussion occurs while the company and Western Digital face supply‑chain concerns tied to rapid AI capacity expansion. Recent market sentiment has been negative, with shares falling amid broader worries about Toshiba and a slide in memory stocks. The stock is currently near its 52‑week low, providing context for the price movement.

Insiders & Stakes

ValueAct Holdings, L.P.
Director
13,437,070
Shares held
William D. Mosley
CEO
373,110
Shares held
LUCZO STEPHEN J
Director
225,941
Shares held
Gianluca Romano
EVP & CFO
70,757
Shares held
Naik Ravi
EVP & CIO
38,857
Shares held
Nygaard Jeffrey D.
Executive Vice President
30,360
Shares held
CLEMMER RICHARD L
Director
29,704
Shares held
Katherine Schuelke
SVP, CLO & Corporate Secretary
29,063
Shares held
Kian Fatt Chong
EVP Global Operations
25,093
Shares held
John Christopher Morris
EVP & CTO
22,693
Shares held
Fochtman Jeffrey D.
SVP, Business & Marketing
14,736
Shares held
Haggart Dylan G.
Director
14,515
Shares held
Judy Bruner
Director
14,314
Shares held
Michael R. Cannon
Director
13,439
Shares held
Prat Bhatt
SVP & Chief Acctg Officer
12,869
Shares held
Stephanie Tilenius
Director
10,664
Shares held
Shankar Arumugavelu
Director
6,626
Shares held
Robert A. Bruggeworth
President and CEO
6,591
Shares held
Ban Seng Teh
EVP & Chief Commercial Officer
5,810
Shares held
Yolanda Lee Conyers
Director
3,351
Shares held
Mark Adams
President and CEO
2,046
Shares held
James CI Lee
EVP & CLO
347
Shares held
Jay L. Geldmacher
Director
223
Shares held
ZANDER EDWARD J
Director
0
Shares held

Transaction History

William D. Mosley▼ Sell$334K
William D. Mosley▼ Sell$795K
William D. Mosley▼ Sell$1.6M
William D. Mosley▼ Sell$1.2M
William D. Mosley▼ Sell$784K
William D. Mosley▼ Sell$768K
William D. Mosley▼ Sell$598K
William D. Mosley▼ Sell$711K
William D. Mosley▼ Sell$543K
William D. Mosley▼ Sell$601K
William D. Mosley▼ Sell$676K
William D. Mosley▼ Sell$75K
William D. Mosley▼ Sell$38K
William D. Mosley▼ Sell$264K
William D. Mosley▼ Sell$416K
William D. Mosley▼ Sell$910K
William D. Mosley▲ Buy$647K
William D. Mosley▼ Sell$323K
William D. Mosley▼ Sell$466K
William D. Mosley▼ Sell$397K
William D. Mosley▼ Sell$347K
William D. Mosley▼ Sell$629K
William D. Mosley▼ Sell$434K
William D. Mosley▼ Sell$435K
William D. Mosley▼ Sell$545K
William D. Mosley▼ Sell$508K
William D. Mosley▼ Sell$933K
William D. Mosley▼ Sell$279K
William D. Mosley▼ Sell$765K
William D. Mosley▼ Sell$1.0M
William D. Mosley▼ Sell$636K
William D. Mosley▼ Sell$826K
William D. Mosley▼ Sell$878K
William D. Mosley▼ Sell$440K
William D. Mosley▼ Sell$367K
William D. Mosley▼ Sell$845K
William D. Mosley▼ Sell$772K
William D. Mosley▼ Sell$580K
William D. Mosley▼ Sell$857K
William D. Mosley▼ Sell$738K
William D. Mosley▼ Sell$702K
William D. Mosley▼ Sell$592K
William D. Mosley▼ Sell$1000K
William D. Mosley▼ Sell$445K
William D. Mosley▼ Sell$594K
John Christopher Morris▲ Buy$145K
John Christopher Morris▼ Sell$35K
John Christopher Morris▼ Sell$69K
John Christopher Morris▼ Sell$35K
John Christopher Morris▼ Sell$139K
John Christopher Morris▼ Sell$70K
John Christopher Morris▼ Sell$174K
John Christopher Morris▼ Sell$453K
John Christopher Morris▼ Sell$872K
John Christopher Morris▼ Sell$908K
John Christopher Morris▼ Sell$862K
John Christopher Morris▼ Sell$853K
John Christopher Morris▼ Sell$666K
John Christopher Morris▼ Sell$367K
John Christopher Morris▼ Sell$246K
John Christopher Morris▼ Sell$176K
John Christopher Morris▼ Sell$653K
John Christopher Morris▼ Sell$176K
John Christopher Morris▼ Sell$283K
John Christopher Morris▼ Sell$35K
John Christopher Morris▼ Sell$107K
John Christopher Morris▼ Sell$36K
John Christopher Morris▼ Sell$36K
John Christopher Morris▼ Sell$818K
John Christopher Morris▼ Sell$72K
John Christopher Morris▼ Sell$36K
John Christopher Morris▼ Sell$36K
Gianluca Romano▼ Sell$38.6M
Ban Seng Teh▼ Sell$1.4M
Ban Seng Teh▼ Sell$784K
Ban Seng Teh▼ Sell$818K
Ban Seng Teh▼ Sell$94K
Ban Seng Teh▼ Sell$221K
Ban Seng Teh▼ Sell$1.4M
Ban Seng Teh▼ Sell$443K
Ban Seng Teh▼ Sell$1.0M
Ban Seng Teh▼ Sell$1.7M
Ban Seng Teh▼ Sell$1.3M
Ban Seng Teh▼ Sell$423K
John Christopher Morris▼ Sell$11.9M
Ban Seng Teh▼ Sell$320K
Ban Seng Teh▼ Sell$2.0M
William D. Mosley▼ Sell$75.6M
Ban Seng Teh▼ Sell$705K
Ban Seng Teh▼ Sell$2.7M
Ban Seng Teh▼ Sell$1.3M
Ban Seng Teh▼ Sell$1.8M
Ban Seng Teh▼ Sell$2.5M
Ban Seng Teh▼ Sell$3.1M
Ban Seng Teh▼ Sell$5.7M
Ban Seng Teh▼ Sell$5.2M
Ban Seng Teh▼ Sell$1.9M
Ban Seng Teh▼ Sell$1.3M
Ban Seng Teh▼ Sell$3.2M
Gianluca Romano▲ Buy$0
Kian Fatt Chong▲ Buy$0
William D. Mosley▲ Buy$0
John Christopher Morris▲ Buy$0
John Christopher Morris▼ Sell$385K
Gianluca Romano▼ Sell$746K
William D. Mosley▼ Sell$1.5M
Ban Seng Teh▼ Sell$770K
Ban Seng Teh▲ Buy$0
Ban Seng Teh▲ Buy$0
Kian Fatt Chong▲ Buy$0
John Christopher Morris▲ Buy$0
Gianluca Romano▼ Sell$169K
Gianluca Romano▼ Sell$169K
Gianluca Romano▼ Sell$271K
Gianluca Romano▼ Sell$476K
Gianluca Romano▼ Sell$68K
Gianluca Romano▼ Sell$272K
Gianluca Romano▼ Sell$546K
Gianluca Romano▼ Sell$581K
Gianluca Romano▼ Sell$205K
Gianluca Romano▲ Buy$586K
Gianluca Romano▲ Buy$969K
Gianluca Romano▲ Buy$1.4M
Gianluca Romano▲ Buy$2.1M
Gianluca Romano▼ Sell$852K
Gianluca Romano▼ Sell$1.1M
Gianluca Romano▼ Sell$1.3M
Gianluca Romano▼ Sell$1.4M
Gianluca Romano▼ Sell$725K
Gianluca Romano▼ Sell$1.2M
Gianluca Romano▼ Sell$661K
Gianluca Romano▼ Sell$1.5M
Gianluca Romano▼ Sell$1.4M
Gianluca Romano▼ Sell$6.3M
Gianluca Romano▼ Sell$3.8M
Gianluca Romano▼ Sell$3.5M
Gianluca Romano▼ Sell$1.7M
Gianluca Romano▼ Sell$1.2M
Gianluca Romano▼ Sell$402K
Gianluca Romano▼ Sell$168K
Gianluca Romano▼ Sell$738K
Gianluca Romano▼ Sell$840K
Gianluca Romano▼ Sell$269K
Gianluca Romano▼ Sell$304K
William D. Mosley▲ Buy$0
Gianluca Romano▼ Sell$236K
Gianluca Romano▼ Sell$2.8M
Gianluca Romano▼ Sell$4.6M
Gianluca Romano▼ Sell$1.1M
Gianluca Romano▼ Sell$206K
Gianluca Romano▼ Sell$241K
Gianluca Romano▼ Sell$241K
Gianluca Romano▼ Sell$277K
Gianluca Romano▼ Sell$208K
Gianluca Romano▲ Buy$0
Ban Seng Teh▼ Sell$570K
John Christopher Morris▼ Sell$218K
John Christopher Morris▼ Sell$275K
Gianluca Romano▼ Sell$450K
Gianluca Romano▼ Sell$712K
William D. Mosley▼ Sell$1.3M
William D. Mosley▼ Sell$1.1M
Kian Fatt Chong▲ Buy$0
Kian Fatt Chong▲ Buy$0
Ban Seng Teh▲ Buy$0
Ban Seng Teh▲ Buy$0
John Christopher Morris▲ Buy$0
John Christopher Morris▲ Buy$0
Gianluca Romano▲ Buy$0
Gianluca Romano▲ Buy$0
William D. Mosley▲ Buy$0
William D. Mosley▲ Buy$0
William D. Mosley▲ Buy$647K
William D. Mosley▼ Sell$287K
William D. Mosley▼ Sell$129K
William D. Mosley▼ Sell$129K
William D. Mosley▼ Sell$776K
William D. Mosley▼ Sell$939K
William D. Mosley▼ Sell$975K
William D. Mosley▼ Sell$1.7M
William D. Mosley▼ Sell$2.3M
William D. Mosley▼ Sell$3.7M
William D. Mosley▼ Sell$3.5M
William D. Mosley▼ Sell$1.7M
William D. Mosley▼ Sell$852K
William D. Mosley▼ Sell$755K
William D. Mosley▼ Sell$395K
William D. Mosley▼ Sell$1.0M
William D. Mosley▼ Sell$896K
William D. Mosley▼ Sell$1.3M
William D. Mosley▼ Sell$479K
William D. Mosley▼ Sell$281K
William D. Mosley▼ Sell$99K
William D. Mosley▼ Sell$66K
William D. Mosley▼ Sell$1.1M
William D. Mosley▼ Sell$494K
William D. Mosley▼ Sell$495K
William D. Mosley▼ Sell$66K
William D. Mosley▼ Sell$67K
Yolanda Lee Conyers▼ Sell$611K

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