Sandisk Corporation SNDK Chief Executive

What David Goeckeler says in public, and what their own SEC filings show they own.

David Goeckeler

David Goeckeler

Chairman & CEO · Sandisk Corporation

Led Sandisk through its 2025 separation from Western Digital and its pivot toward long-term datacenter supply contracts amid the AI-driven NAND boom.

What they own

Ownership

Skin in the game
26/ 70
Level 2Aligned

Goeckeler owns about 0% of Sandisk Corporation, worth $796.5M at the last close.

SEC filings
88
Stake 457,788 reported shares ≈ 0.3% of shares outstanding — no 13G on file, so an estimate 12/35
Founder Not assessed — whether they founded the company has not been researched Not assessed
Tenure No start date on record, so tenure scores nothing 0/10
Track record Not assessed — their prior companies have not been researched Not assessed
Direction No open-market buys or sales in the last year 5/15
Discipline 1 late Form 4 in 88 filings 9/10

Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.

Reported · Forms 3, 4, 5 457,788 Every lot on the person's own filings, as of Aug 25, 2026
Paper trail 1 late filing Form 4 covering a 2023-05-27 shares withheld for tax in WESTERN DIGITAL CORP was filed 2023-06-23, 18 business days later; Section 16 allows two.
Reported Sandisk Corporation shares Forms 3, 4 and 5 · as of 2026-08-25
0200K400K600K 20252026 Aug 2026: net −52,115 shares across 3 movements (largest: tax −49,782)May 2026: net −3,900 shares across 3 movements (largest: tax −1,569)Feb 2026: net −3,901 shares across 3 movements (largest: tax −1,569)Nov 2025: net −3,900 shares across 1 movement (largest: tax −1,569) 457,788

Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.

How the stake is held
SecurityHeld viaShares
Common StockDirect457,788
Reported as of 2026-08-25457,788
Held directly
100%
Vehicles
None
Last filing
Aug 27, 2026
Activity · last 12 months 10 events folded from 12 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Aug 25, 2026 Tax Shares withheld for tax −49,782 $1,480.77 $73.7M
Aug 21, 2026 Tax Shares withheld for tax −1,033 $1,596.08 $1.6M
Aug 20, 2026 Tax Shares withheld for tax −1,300 $1,600.62 $2.1M
May 25, 2026 Tax Shares withheld for tax −1,569 $1,478.69 $2.3M
May 21, 2026 Tax Shares withheld for tax −1,032 $1,542.24 $1.6M
May 20, 2026 Tax Shares withheld for tax −1,299 $1,392.56 $1.8M
Feb 25, 2026 Tax Shares withheld for tax −1,569 $632.38 $1.0M
Feb 21, 2026 Tax Shares withheld for tax −1,032 $649.97 $671K
Feb 20, 2026 Tax Shares withheld for tax −1,300 $649.97 $845K
Nov 25, 2025 Tax Shares withheld for tax −1,569 $220.50 $346K
Every issuer David Goeckeler files as an insider of
CompanyRoleReportedBeneficial% of class
WDC WESTERN DIGITAL CORP Chief Executive Officer 812,303
2024-11-27		 — —
SNDK Sandisk Corp This page Chairman and CEO 457,788
2026-08-25		 — —
CSCO CISCO SYSTEMS, INC. EVP, Networking and Security 315,312
2020-02-19		 — —
ADP AUTOMATIC DATA PROCESSING INC Director 6,662
2025-11-12		 — —

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail

88 filings under CIK 0001713941 · captured 2026-09-05 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q4 FY2026 Aug 5, 2026 Goeckeler's argument was that Sandisk has stopped selling NAND by the quarter and started selling it by the contract. Eight New Business Model agreements now cover more than half of fiscal 2027's bits and about two-thirds of fiscal 2028's, carry a minimum of $93.9 billion of revenue at floor pricing, and are backed by $16.5 billion of customer deposits and guarantees — which he framed as alignment rather than money he expects to collect. The claim underneath it is that inference has made storage a strategic input, so the buyer is now a CFO signing a five-year commitment rather than a supply chain manager haggling quarterly, and that a mid-80s gross margin is the fair price of that arrangement rather than the top of a cycle. Read the call · 9 quotes →
In their own words

Podcasts, interviews & articles

2 recorded appearances

2026

Interview CNBC Squawk on the Street · Aug 14, 2026 · 12 min

Watch CNBC's full interview with Sandisk CEO David Goeckeler

Following Sandisk's Investor Day, Goeckeler argues NAND demand has structurally changed: inference workloads have exploded, and customer conversations have moved from quarterly price haggling to multi-year strategic supply agreements negotiated at CEO/CFO level.

Watch or read →

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