Overview
Insider activity was concentrated in industrials and healthcare, with notable buying in manufacturing and consumer discretionary, while selling was led by technology and energy insiders.
High Signal
HOG — Daniel J Nova purchased $982.7K (first recorded purchase).
HUN — Chairman, President & CEO (Huntsman Peter R) bought $981K (first recorded purchase).
Notable Buys
FTAI — President (Moreno David) purchased $498.1K (3rd largest purchase, out of 5). This is their 5th buy of FTAI, showing consistent accumulation.
VFC — President & Chief Exec Officer (Darrell Bracken) purchased $492.8K (first purchase of VFC). Buying occurred after a period of relative price stability.
NXTC — LLC ADAR1 Capital Management (indirect — See Footnote) purchased a total of $1.47M across 7 filings between 2026-07-30 and 2026-07-31. This represents multiple purchases in a short window, with the largest single buy at $490K. The firm has made 7 same-direction trades in NXTC, indicating a strong ongoing position.
Notable Sells
APH — President & CEO (Richard Adam Norwitt) sold a total of $111.0M across 2 filings between 2026-07-31 and 2026-07-31 (includes $80.8M direct and $30.2M indirect — By Norwitt Family Trust). This represents a significant reduction in holdings (20.6% and 17.7% respectively).
ACT — Genworth Holdings, Inc. sold $24.0M (first recorded sale). The transaction was executed via a share repurchase agreement with the issuer.
KO — President and CFO (John Murphy) sold $13.3M (first recorded sale), reducing holdings by 35%.
BFLY — Larry Robbins (indirect — See footnotes) sold a total of $13.9M across 2 filings between 2026-07-31 and 2026-08-03. This includes $12.7M and $1.3M in separate transactions, with a 12% reduction in holdings.
PBF — Control Empresarial de Capitales S.A. de C.V. sold a total of $31.8M across 6 filings between 2026-07-30 and 2026-07-30. Multiple sales in a single day, with each transaction ranging from $67.4 to $74.0 per share.
Patterns
- Technology and energy insiders led the selling, with APH and PBF accounting for the largest dollar amounts.
- Healthcare sector saw both notable buying (NXTC) and selling (BFLY) activity.
- Several insiders executed multiple same-direction trades in a short window, indicating conviction or planned transactions.
Close
Top buy tickers by $ value: NXTC $1.47M, HOG $983K, HUN $981K.
Top sell tickers by $ value: APH $111.0M, ACT $24.0M, KO $13.3M.
EARNINGS AHEAD
KO — estimated report ~Aug 5 (quarterly)
HUN — estimated report ~Aug 5 (quarterly)
ACT — estimated report ~Aug 9 (quarterly)