Computed from SEC EDGAR filings and closing prices — not copied from any wealth ranking. Dataset . How we calculate this.

Disclosed holdings
$38.2M
1-day change
▲ 4.10%
Positions on file
2
issuers disclosed in Forms 3/4/5 and Schedules 13D/G

Disclosed holdings over time 53 weekly points

What the 2 currently disclosed positions would have been worth at each week’s closing price. A rising line means the shares got more valuable, not that this person bought more.

How the line is built

Share counts are as last reported to the SEC and held constant; only prices move.

2025-09-05$6.9M – $41.7M2026-09-04

Insider activity Nov 18, 2024 – Feb 12, 2026

Penny Herscher is recorded in filings to the U.S. SEC via EDGAR as member of the board, and reported 20 transactions between Nov 18, 2024 and Feb 12, 2026. The buy and sell totals below count only codes P, S.

Why the other codes are excluded

Share awards (A), shares withheld to pay tax (F), option exercises (M) and gifts (G) also appear in the table, but they are consequences of a pay package or a private transfer, not a decision to buy or sell on the open market. Counting them would turn this into a compensation ranking.

Open-market buys (code P)
None
0 purchases on file
Open-market sales (code S)
$5.23M
16 sales on file priced rows only
All reported transactions
20
every code, including awards and exercises
Pattern
Net seller in the final 12 months of the window
last 12 months of the window

Events from filings

Detected automatically in the filings linked below. Each headline is built from the numbers in those filings, not written by a model. Newest first; events older than 45 days stay listed and are marked as older.

Penny Herscher sold 1,037 Lumentum Holdings Inc. (LITE) shares for $618,342 on Feb 12, 2026

Large trade for this person

Flagged because this trade was large compared with this person’s own earlier open-market trades in the same currency — not because it is large in absolute terms. A trade that is routine for one insider can be flagged for another.

Penny Herscher sold 1,037 Lumentum Holdings Inc. (LITE) shares for $618,342 on Feb 12, 2026
Date Insider Transaction Shares Price Value Filing
Feb 12, 2026 Penny Herscher S Open-market sale 1,037 held after: 3,789 $596.28 $618,342 SEC filing ↗

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Penny Herscher sold 4,849 Lumentum Holdings Inc. (LITE) shares for $2,596,543 on Feb 6, 2026

Large trade for this person

Flagged because this trade was large compared with this person’s own earlier open-market trades in the same currency — not because it is large in absolute terms. A trade that is routine for one insider can be flagged for another.

Penny Herscher sold 4,849 Lumentum Holdings Inc. (LITE) shares for $2,596,543 on Feb 6, 2026
Date Insider Transaction Shares Price Value Filing
Feb 6, 2026 Penny Herscher S Open-market sale 4,849 held after: 6,057 $535.48 $2,596,543 SEC filing ↗

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Reported transactions

Price 0.00 is a real reported figure on gifts (G) and share awards (A) — not a missing number. The 21 most recent rows are grouped into 11 lines by date, company and transaction type — open a line to see every lot with its own source link.

How to read this list

Every row is one line of one Form 4 or Form 5, with the filing it came from. Where the record carries no price at all we leave the cell empty instead of guessing one.

The shares and money on a grouped line add up only the lots listed inside that line, and only when every one of them carries the figure. Where a group mixes more than one reporting currency we leave the money blank rather than convert — no source publishes the rate that conversion would need.

  1. Lumentum Holdings Inc. LITE A Grant or awardnot a buy/sell decisionreported at zero 108 shares $0 at $0.00 SEC filing ↗
  2. Lumentum Holdings Inc. LITE S Open-market sale × 8 4,000 shares $2.39M
    The 8 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    363 $599.01 $217.4K SEC filing ↗
    812 $594.42 $482.7K SEC filing ↗
    419 $595.19 $249.4K SEC filing ↗
    159 $602.63 $95.8K SEC filing ↗
    349 $601.17 $209.8K SEC filing ↗
    434 $600.04 $260.4K SEC filing ↗
    427 $597.90 $255.3K SEC filing ↗
    1,037 $596.28 $618.3K SEC filing ↗
  3. Lumentum Holdings Inc. LITE S Open-market sale 4,849 shares $2.60M at $535.48 SEC filing ↗
  4. Penguin Solutions, Inc. PENG A Grant or awardnot a buy/sell decisionreported at zero 10,034 shares $0 at $0.00 SEC filing ↗
  5. Lumentum Holdings Inc. LITE A Grant or awardnot a buy/sell decisionreported at zero 1,283 shares $0 at $0.00 SEC filing ↗
  6. Penguin Solutions, Inc. PENG S Open-market sale 682 shares $17.1K at $25.00 SEC filing ↗
  7. Penguin Solutions, Inc. PENG S Open-market sale 2,046 shares $52.0K at $25.42 SEC filing ↗
  8. Penguin Solutions, Inc. PENG A Grant or awardnot a buy/sell decisionreported at zero 8,397 shares $0 at $0.00 SEC filing ↗
  9. Lumentum Holdings Inc. LITE A Grant or awardnot a buy/sell decisionreported at zero 3,313 shares $0 at $0.00 SEC filing ↗
  10. Lumentum Holdings Inc. LITE S Open-market sale × 3 542 shares $44.4K
    The 3 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    126 $80.26 $10.1K SEC filing ↗
    54 $81.43 $4.4K SEC filing ↗
    362 $82.52 $29.9K SEC filing ↗
  11. Lumentum Holdings Inc. LITE S Open-market sale × 2 1,625 shares $131.8K
    The 2 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    884 $81.43 $72.0K SEC filing ↗
    741 $80.69 $59.8K SEC filing ↗

Disclosed holdings

Shares is the amount on the form; value is that amount times the closing price shown. Rows with no closing price are left blank, so they may add up to less than the headline figure.

What is not counted here

Each row is one filing you can open. Private companies, real estate, bonds and crypto are not in SEC insider filings and are therefore not counted here.

Equity positions disclosed to the SEC, with the source filing behind each row.
Issuer Ticker Security Shares Close Value Form Reported Filing
Lumentum Holdings Inc. LITE Common Stock (indirect) 41,435 $881.26 $36.5M 4 EDGAR ↗
Penguin Solutions, Inc. PENG Common Stock 32,158 $51.76 $1.7M 4 EDGAR ↗

Other insiders at the same companies

People who also file with the SEC at a company where Penny Herscher reports shares.

Sharing a filing does not mean they work together day to day — it means both names appear on the same issuer’s insider record.

Sources

The filings linked in the tables above are the sources for every figure on this page.

Think a number here is wrong? Open the linked filing and compare — how to report it.

Profile record last refreshed Sep 8, 2026.