Overview
Insider buying was concentrated in infrastructure and consumer sectors, while selling was most notable in financials, insurance, and technology.
High Signal
BXDC — Blackstone Treasury Holdings III L.L.C. purchased $189.99M (largest purchase on record). Keenan Katharine A bought $500K (first recorded purchase). Marone Anthony F. JR (See Remarks) bought $200K (first recorded purchase). Forman Michael John (Chief Investment Officer) bought $100K (first recorded purchase). Mouat Rory (See Remarks) bought $10K (first recorded purchase). Multiple insiders participated in these purchases, indicating strong conviction.
BRCB — LLC Cynosure Group purchased $72.87M (first recorded purchase). This represents a significant increase in holdings.
Notable Buys
EROK — Multiple insiders initiated new positions:
- Lott Jeff Slaughter purchased $4.63M (first recorded purchase).
- Nelson James Carl bought $925K (first recorded purchase).
- Reed Stephanie L bought $250K (first recorded purchase).
- Kumar Raj bought $100K (first recorded purchase).
This coordinated buying suggests strong insider interest in the company.
- Lott Jeff Slaughter purchased $4.63M (first recorded purchase).
- Nelson James Carl bought $925K (first recorded purchase).
- Reed Stephanie L bought $250K (first recorded purchase).
- Kumar Raj bought $100K (first recorded purchase).
This coordinated buying suggests strong insider interest in the company.
LWAY — Zolezzi William purchased a total of $4.17M across multiple filings between 2026-05-14 and 2026-05-15 (first recorded purchases). Buying occurred as the stock traded in a relatively stable range.
COE — Chief Executive Officer (Huang Jack Jiajia) purchased $2.14M across four filings between 2026-05-11 and 2026-05-14 (first recorded purchases). This marks a steady accumulation by the CEO.
Notable Sells
FLNC — Corp Aes sold $211.39M (entire position, 100% reduction). This was a full exit.
NP — L.p. Ftv Vii sold $159.45M across two filings between 2026-05-15 and 2026-05-19 (23% reduction in holdings). LP BSIV Hold 101 sold $139.33M across two filings in the same period (23% reduction). Both are significant holders in the insurance sector, and their coordinated selling is notable.
AUR — Hoffman Reid sold $43.67M across three filings between 2026-05-15 and 2026-05-18 (up to 78% reduction in holdings). This included multiple large transactions, with 40 same-direction trades historically.
AAOI — Multiple insiders executed large sales on 2026-05-19:
- President and CEO (Lin Chih-Hsiang (Thompson)) sold $10.05M (first of 137 sales).
- Chief Financial Officer (Murry Stefan J.) sold $5.72M (first of 168 sales).
- Chang Hung-Lun (Fred) sold $5.83M (first of 142 sales).
- Yeh Shu-Hua (Joshua) sold $6.78M (first of 130 sales).
- Kuo David C sold $3.33M (first of 153 sales).
This cluster of executive selling follows a period of strong price performance in the semiconductor sector.
- President and CEO (Lin Chih-Hsiang (Thompson)) sold $10.05M (first of 137 sales).
- Chief Financial Officer (Murry Stefan J.) sold $5.72M (first of 168 sales).
- Chang Hung-Lun (Fred) sold $5.83M (first of 142 sales).
- Yeh Shu-Hua (Joshua) sold $6.78M (first of 130 sales).
- Kuo David C sold $3.33M (first of 153 sales).
This cluster of executive selling follows a period of strong price performance in the semiconductor sector.
SNEX — Executive Vice-Chairman-Board (Sean Michael Oconnor) sold $33.22M across three filings between 2026-05-15 and 2026-05-19 (first of 181 sales). These sales occurred after a period of price appreciation.
Patterns
- Multiple large insider buys occurred in infrastructure and consumer discretionary sectors, with BXDC and BRCB leading in dollar value.
- Coordinated selling was observed in the insurance sector (NP) and technology (AAOI, AUR), often involving multiple insiders.
- Several tickers saw insiders making their first-ever purchases or sales, indicating new conviction or exits.
Close
Top buy tickers by $ value: BXDC $190.80M, BRCB $72.87M, EROK $5.91M.
Top sell tickers by $ value: FLNC $211.39M, NP $298.78M, AUR $43.67M.