Overview
Insider selling was concentrated in energy, industrials, and consumer sectors, while notable buying activity was seen in financials and consumer staples.
High Signal
CVNA — Michael E Maroone bought $1.55M (first recorded purchase). Dip Buy: the stock was down in the previous period. 1 other insider also purchased in the last 30 days. The purchases were made across 2 filings between 2026-07-31 and 2026-07-31. Holdings increased by 15%.
BG — Mahoney Christopher purchased $689K (largest purchase, out of 5). Dip Buy: the stock was down in the previous period. The purchases were made across 2 filings between 2026-07-31 and 2026-08-04. Holdings increased by 60%.
Notable Buys
BRTMU — B&R Technology Sponsor LLC (Cayman) purchased $6.88M (first purchase of BRTMU) (private placement) (indirect — See footnote). This was a private placement, not an open-market buy.
GSHD — Durable Capital Partners LP purchased $2.25M (first purchase of GSHD) (indirect — See footnote (1)). The purchases were made across 2 filings between 2026-07-31 and 2026-07-31. Durable Capital has a history of 1 trade in this ticker.
ACOG — Opaleye Management Inc. purchased $423K (5th largest purchase, out of 47) (indirect — By Opaleye, L.P.). The purchases were made across 2 filings between 2026-07-31 and 2026-08-03. Opaleye has made 47 same-direction trades in this ticker.
Notable Sells
JMKE — Blackstone Holdings II L.P. sold $648.85M (ambiguous ownership, indirect — See Footnotes). Abu Dhabi Investment Authority sold $96.38M (indirect — See Explanation). These large block sales occurred as part of a secondary public offering, not open-market selling.
DVA — Hathaway Inc Berkshire sold $36.51M (indirect — See footnotes). This sale was made by a major institutional holder.
PBF — Nimbley Thomas J. sold $32.56M across 2 filings between 2026-08-03 and 2026-08-03. CEO & President (Lucey Matthew C.) sold $16.21M across 2 filings. Senior Vice President, HR (Ho Tai Wendy) sold $2.09M across 2 filings. Multiple executives sold significant amounts following a period of strong performance.
LTH — EVP & CHIEF ADMIN. OFFICER (Buss Eric J) sold $21.55M. FOUNDER & CEO (Akradi Bahram) sold $19.73M across 2 filings. EVP &PRESIDENT CLUB OPERATIONS (Javaheri Parham) sold $2.85M. EVP & Chief Financial Officer (Weaver Erik) sold $2.14M. Multiple senior executives sold shares in clustered transactions.
GD — Executive Vice President (Gilliland Marguerite Amy) sold $16.32M across 2 filings. Chairman and CEO (Phebe N Novakovic) sold $17.73M across 3 filings. Multiple executives sold shares in the aerospace & defense sector.
Patterns
- Multiple insiders sold large blocks in the energy and industrials sectors, particularly at PBF Energy and General Dynamics.
- Several clustered executive sales occurred in Life Time Group Holdings, Inc., with four senior officers selling on the same day.
- The largest buy was a private placement in a SPAC (BRTMU), not an open-market conviction buy.
Close
Top buy tickers by $ value: BRTMU $6.88M, GSHD $2.25M, ACOG $423K.
Top sell tickers by $ value: JMKE $648.85M, DVA $36.51M, PBF $32.56M.
EARNINGS AHEAD
DVA — estimated report ~Aug 5 (quarterly)
BG — estimated report ~Aug 6 (quarterly)
ACOG — estimated report ~Aug 24 (quarterly)