Overview
Insider activity was concentrated in financials and healthcare, with notable selling in real estate, industrials, and technology.
High Signal
AVLN — Novo Holdings A/S purchased $10.00M (first recorded purchase).
FGBI — Marshall T Reynolds bought $1.00M (first recorded purchase). 1 other insider (McAnally Bruce) also purchased in the last 30 days.
Notable Buys
OPCH — Director (Harry M Jansen Kraemer Jr) purchased $784K (first purchase of OPCH). This is the filer's first buy in the stock, and the purchase increased their holdings by 9%.
L — Robusto Dino bought $527K (first purchase of L). This is the filer's first buy in the stock, with a significant increase in holdings.
GTE — LM Asset Management Inc. purchased $891K across 2 filings between 2026-05-01 and 2026-05-05 (first purchase of GTE). The purchases increased their holdings by 2%.
Notable Sells
DVA — Hathaway Inc Berkshire sold $182.86M (single large sale). The sale represented a 4% reduction in holdings.
STKL — LLC Oaktree Capital Group Holdings GP sold $134.24M (single large sale), fully exiting their position.
FTAI — Martin Tuchman sold $61.58M across 3 filings between 2026-05-01 and 2026-05-04. The sales reduced holdings by 18-38%.
REG — Executive Chairman (Martin E Stein Jr) sold $21.56M across 3 filings between 2026-05-04 and 2026-05-04, fully exiting their position.
MU — President and CEO (Sanjay Mehrotra) and SVP, Chief Legal Officer (Michael Charles Ray) sold a combined $19.13M across multiple filings on 2026-05-01. The sales were spread over numerous small transactions, with both executives reducing their positions incrementally.
Patterns
- Large-scale selling was concentrated in real estate (REG), industrials (FTAI), and technology (MU).
- Two high-signal buys occurred in financials (FGBI) and healthcare (AVLN), both representing first-time or rare purchases by the filers.
- Several notable sells involved insiders fully exiting their positions, particularly in consumer staples (STKL) and real estate (REG).
Close
Top buy tickers by $ value: AVLN $10.00M, FGBI $1.00M, GTE $891K.
Top sell tickers by $ value: DVA $182.86M, STKL $134.24M, FTAI $61.58M.