Overview
Insider buying was focused in services and materials, while selling was concentrated in healthcare, semiconductors, and specialty chemicals.
High Signal
COE — Chief Executive Officer (Huang Jack Jiajia) purchased $13.6M across 16 filings between 2026-06-23 and 2026-06-26 (multiple purchases, largest ranks: 9th, 11th, 27th, 30th, 31st, 32nd, 49th, 59th, 60th, 63rd of 64). The buying was steady and persistent, with a total of 1,013,580 shares acquired. Holdings increased by 0.8%. The activity was in the Services sector (Educational Services).
SBSW — Chief Financial Officer (Keyter Charl) bought $448K (first recorded purchase). This is a notable buy in the Materials sector (Metals & Mining), with a 10% increase in holdings.
Notable Buys
AVO — Director (Pack Jay A) purchased $484K (3rd largest purchase out of 4). This is the 4th same-direction trade for this insider on Mission Produce, Inc. Two other insiders (Giles Bryan E, Taylor Bruce C) also purchased the stock in the last 30 days, indicating coordinated buying.
FUND — W Whitney George purchased $1.03M across multiple trades (largest ranks: 1.5, 0.2, 0.0). This is a continued accumulation in Sprott Focus Trust Inc., with several purchases in a short period.
NMM — See Remarks (Frangou Angeliki) bought $249K across three trades (all first purchases of NMM). This is a new position in Navios Maritime Partners L.P., with steady buying over several days.
Notable Sells
PRM — Partnership Llc Windacre sold $189.7M across 8 filings between 2026-06-26 and 2026-06-30. This is a significant reduction in Perimeter Solutions, Inc. holdings in the Materials sector (Specialty Chemicals), with a 10.8% decrease in holdings.
KYMR — Booth Bruce sold $46.2M across 23 filings between 2026-06-26 and 2026-06-29. This represents a major reduction in Kymera Therapeutics, Inc. holdings in the Healthcare sector (Biotechnology), with an 8.2% decrease in holdings. Multiple same-direction trades indicate a strong selling trend.
ROIV — QVT Financial LP and Keith S Manchester sold $39.7M across 5 filings between 2026-06-26 and 2026-06-30. This is a substantial sell-off in Roivant Sciences Ltd. in the Health Care sector (Pharmaceuticals), with a 4.2% decrease in holdings. All trades were under a 10b5-1 plan.
GH — Co-Chief Executive Officer (Talasaz AmirAli) and Chief Information Officer (Kalia Kumud) sold $32.9M across 7 filings between 2026-06-10 and 2026-06-29. This is a notable cluster of sales in Guardant Health, Inc. in the Health Care sector (Health Care Services), with a 3.5% decrease in holdings. Three other insiders (Bell Michael Brian, CLARK IAN T, Eltoukhy Helmy) also sold in the last 30 days.
MU — President and CEO (Sanjay Mehrotra) sold $38.2M across 32 filings on 2026-06-26. This is a broad reduction in Micron Technology Inc. holdings in the Information Technology sector (Semiconductors), with a 1.3% decrease in holdings.
Patterns
- Insider buying was concentrated in the Services and Materials sectors, while selling was most pronounced in Healthcare (Biotechnology and Pharmaceuticals) and Semiconductors.
- Multiple insiders coordinated purchases in Mission Produce, Inc. and Sprott Focus Trust Inc., suggesting conviction among management teams.
- The largest sell transactions were clustered in Perimeter Solutions, Kymera Therapeutics, and Roivant Sciences, each with multi-million dollar reductions by major holders.
Close
Top buy tickers by $ value: COE $13.6M, FUND $1.03M, AVO $484K.
Top sell tickers by $ value: PRM $189.7M, KYMR $46.2M, MU $38.2M.