Overview
Insider activity was concentrated in the technology and consumer discretionary sectors, with notable buying in financials and energy, and significant selling in software, semiconductors, and communication equipment.
High Signal
FCNCA — Chairman and CEO (Frank B Holding Jr) bought $10.26M (largest purchase out of 66). The purchase increased holdings by 18%.
HUBS — Chief Technology Officer (Shah Dharmesh) purchased $1.81M (first recorded purchase). Chief Executive Officer & Pres (Rangan Yamini) bought $522K (first recorded purchase). Lorrie M Norrington purchased $250K (first recorded purchase). Three insiders bought across multiple filings between 2026-05-11 and 2026-05-12.
Notable Buys
ODTX — L.P. Dimension Capital II purchased $20.00M (first recorded purchase). This buy increased their holdings by 50%, representing a significant position build.
MOBI — LLC Osage University GP III purchased $8.00M across two filings (first recorded purchases). The buys increased their holdings by 23% and 15% respectively, indicating strong conviction.
APC — Blackstone Holdings I L.P. purchased $1.77M (first recorded purchase). The buy increased their holdings by 40%. Five other insiders also purchased the stock in the last 30 days, suggesting broad insider interest.
Notable Sells
CAR — Pentwater Capital Management LP sold $1.93B across 66 filings between 2026-04-22 and 2026-04-23 (largest sale out of 37). Three other insiders also sold in the last 30 days, indicating heavy and coordinated selling in the Consumer Services industry.
TWLO — Stafman Andrew sold $130.64M (largest sale out of 1). This sale represented a 29% reduction in holdings in the Software sector.
FLEX — Chief Executive Officer (Advaithi Revathi) sold $17.13M across multiple filings (largest sale out of 1). Chief Operating Officer (Tan Kwang Hooi), Chief Commercial Officer (Hartung Michael P), EVP, General Counsel (David Scott Offer), and Chief Accounting Officer (Daniel Wendler) also sold, totaling over $4M in additional sales. The cluster of executive sales suggests broad profit-taking in Semiconductors & Electronics.
LITE — Lillie Brian sold $11.13M across multiple filings (largest sale out of 1). Small Ian and Kim Jae (SVP, GENERAL COUNSEL) also sold, with total insider sales exceeding $2M. The Communication Equipment industry saw heavy insider selling.
PI — Capital Llc Sylebra sold $11.13M across multiple filings (largest sale out of 1). The sales were spread over several days, with no significant price context available.
Patterns
- Technology and consumer discretionary sectors saw the highest concentration of insider selling, particularly in software, semiconductors, and communication equipment.
- Multiple insiders bought into tickers where their purchases increased holdings by 15% to 50%, indicating conviction buys.
- Several tickers, including APC, saw both insider and broader institutional buying activity within the last 30 days.
Close
Top buy tickers by $ value: ODTX $20.00M, MOBI $8.00M, FCNCA $10.26M.
Top sell tickers by $ value: CAR $1.93B, TWLO $130.64M, FLEX $17.13M.