April Walker, Director at Universal Display Corporation (NASDAQ:OLED), acquired 342 shares valued at $53,926.56 through a grant or award, as reported in a Form 4 filed on July 2, 2025.

Transaction summary

Key questions

How does this transaction compare to April Walker's historical trading activity?
The trade size of 342 shares matches both the median and 75th percentile for April Walker, consistent with prior activity (median and 75th percentile trade size: 342 shares; trading frequency: 5.7 trades per year; most recent trade: 91 days ago).

What is the significance of the current stock price relative to key technical levels?
The transaction price of $157.68 is 4.94% above the 50-day moving average and 0.29% above the 200-day moving average, as of July 10, 2025.

How meaningful is the Director's ownership on an absolute basis?
Following the transaction reported on July 2, 2025, April Walker holds 684 shares, representing approximately 0.0014% of shares outstanding—a nominal ownership stake for a director.

What is the context of this transaction within the broader performance trend?
Year-to-date performance stands at (28.12%) as of July 10, 2025 (calendar year-to-date, based on the latest available closing price), reflecting significant underperformance, though insider equity awards have continued on a regular schedule.

Company overview

Company snapshot

Universal Display develops and commercializes proprietary organic light-emitting diode (OLED) materials and technologies, supplying UniversalPHOLED materials to display and lighting manufacturers. The company generates revenue primarily through material sales, technology licensing, and contract research services related to OLED and advanced materials. It serves display and solid-state lighting manufacturers, with a focus on global electronics and display panel producers.

Universal Display Corporation is a leading innovator in OLED technology, leveraging a robust intellectual property portfolio with approximately 5,500 issued and pending patents worldwide. The company’s strategy centers on providing high-performance OLED materials and licensing its proprietary technologies to major display and lighting manufacturers. Its competitive edge lies in its deep R&D capabilities.

Foolish take

All of Universal Display's directors receive 342 shares per quarter, as part of their compensation packages. This was April Walker's second batch of share-based payments since joining the company's board of directors on January 1, 2025.

Walker's appointment filled an empty seat that was created when Universal Display expanded its board from 10 to 11 members. With more than three decades of executive experience in large-cap companies such as Microsoft and Salesforce, Walker brings a wealth of expertise in areas like cybersecurity and artificial intelligence (AI).

The stock awards are likely to build Walker's Universal Display exposure over time. Most of the company's directors seem content to amass their stock holdings slowly, currently at 342 shares per quarter, rarely selling any stock or making additional purchases.

As such, this transaction is simply an early instance of a long-term relationship. Investors could draw more substantial conclusions from the larger and more frequent trades performed by Universal Display executives, such as Chief Legal Officer Mauro Premutico and CEO Steven Abramson, but even there, most of the transactions are of the pre-planned variety.

In other words, insider transactions should neither worry nor inspire Universal Display investors at the moment. It's just business as usual.

Glossary

Form 4:A required SEC filing disclosing insider trades by company officers, directors, or major shareholders.
Insider trading: The buying or selling of a company’s stock by individuals with access to non-public, material information.
Grant or award: Shares or options given to employees or directors, often as part of compensation or incentive plans.
50-day moving average (MA50): The average closing price of a stock over the past 50 trading days, used to identify trends.
200-day moving average: The average closing price over the past 200 trading days, often used to assess long-term trends.
Ownership stake: The percentage of a company’s total shares held by an individual or entity.
Trailing-twelve-month (TTM): A financial metric calculated over the most recent 12 consecutive months.
Dividend yield: Annual dividend payments divided by the stock price, showing the income return on investment.
Intellectual property portfolio: A collection of patents, trademarks, and copyrights owned by a company, providing competitive advantages.
Technology licensing: Granting other companies the right to use proprietary technology in exchange for fees or royalties.
Material sales: Revenue generated from selling physical products or substances, such as specialized materials for manufacturing.
Contract research services: Research and development work performed for clients under formal agreements, often for a fee.

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Anders Bylund has positions in Universal Display. The Motley Fool recommends Universal Display. The Motley Fool has a disclosure policy.

Key Points

• Sumitomo Mitsui DS Asset Management bought 12,468 shares of Meta Platforms, totaling $7.7 million.

• The trade represents 0.07% of 13F reportable AUM.

• Its now 331,918 shares are valued at $245 million as of July 10, 2025. (SEC Form 13F filing date)

• Meta accounts for 2.21% of the fund’s AUM.

• These 10 stocks could mint the next wave of millionaires ›

What happened

Sumitomo Mitsui DS Asset Management Co. increased its holding in Meta Platforms(NASDAQ:META) by 12,468 shares during fiscal 2025's second quarter, according to a regulatory filing published July 10, 2025 (SEC filing). The purchase, valued at $7.7 million, brings the investment firm's total position to 331,918 shares, worth $245 million at the July 10 close. The fund reported 759 total positions after the period.

What else to know

The fund bought additional Meta shares, bringing the stake to 2.21% of its 13F assets under management as of Q2 2025. Other things to know about Meta:

• Meta Platforms closed at $720.92 on July 14, 2025, up 44.5% over the past year, outperforming the S&P 500 by 32.9 percentage points.
• Dividend yield stands at 0.29%; forward price-to-earnings ratio is 28.4.

Company overview

Note: TTM figures are current as of March 31, 2025.

Company snapshot

• Operates in two segments: Family of Apps (Facebook, Instagram, Messenger, WhatsApp) and Reality Labs (augmented and virtual reality hardware and software).
• Generates revenue primarily through digital advertising across its social media platforms.
• Serves a global customer base, including individuals, small businesses, and large enterprises seeking digital engagement and advertising solutions.

Meta Platforms is a global leader in social media and digital connectivity, operating at significant scale with a diversified product portfolio. The company's strategy centers on expanding its advertising ecosystem and investing in next-generation technology such as virtual and augmented reality. Meta's competitive advantage lies in its massive user base, advanced data infrastructure, and continuous innovation across digital communication platforms.

Foolish take

Meta Platforms is in a prime position to leverage artificial intelligence (AI). That’s because it has an absolutely enormous, highly engaged audience from which it can pull massive amounts of data and to which it can roll out and test its products easily. With over 3.4 billion daily active users across its "Family of Apps," Meta doesn't need to work to build an audience from scratch, allowing them to hone their AI features instead.

AI is already boosting Meta’s advertising effectiveness, and it’s possible that soon, much of the creative assets for advertisers could be created through Meta’s AI, leading to companies spending more on the ad campaign itself rather than its creation.

Meta’s financial picture looks great with strong free cash flows and massive shareholder equity. In the worst quarter of the past year, the company still managed to deliver earnings per share (EPS) growth of 36.5% year over year.

Finally, Meta stock is one of the more attractively priced among its big tech peers, trading at a reasonable 28 times forward earnings.

Glossary

• 13F filing: A quarterly report filed by institutional investment managers disclosing their equity holdings to the SEC.
• Assets under management (AUM): The total market value of investments managed by a fund or investment firm on behalf of clients.
• Exposure: The amount of capital or percentage of a portfolio invested in a particular asset or sector.
• Stake: The total ownership or holding of a particular security by an investor or fund.
• Dividend yield: Annual dividends paid by a company as a percentage of its current share price.
• Forward price-to-earnings ratio: A valuation metric comparing a company's current share price to its forecasted earnings per share.
• Outperforming: Achieving a higher return than a benchmark index or comparable investment.
• Family of Apps: Meta's suite of social platforms, including Facebook, Instagram, Messenger, and WhatsApp.
• Reality Labs: Meta's division focused on developing augmented and virtual reality hardware and software.
• Reportable assets: Investments that must be disclosed in regulatory filings, such as the SEC's 13F report.
• Quarterly period (Q2): The second three-month period of a company's financial year, often used for reporting results.
• Position: The amount of a particular security held in a portfolio or by an investor.
  

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When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 1,053%* — a market-crushing outperformance compared to 180% for the S&P 500.

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.