Overview
Insider selling was concentrated in health care and technology, while notable buying activity appeared in auto manufacturers and industrial distribution.
High Signal
TM — President (Kon Kenta) bought $1.56M (first recorded purchase). Dip Buy: the stock was down meaningfully in the previous period.
SITE — CEO (Doug Black) purchased $816K across 2 filings between 2026-08-04 and 2026-08-04 (first recorded purchases). (indirect — By Family Trust)
Notable Buys
THRY — & Co. Inc. Paulson purchased $1.12M across 2 filings between 2026-08-04 and 2026-08-05 (first and second largest purchases). (indirect — By Managed Funds and Accounts)
- This marks Paulson's first and second recorded purchases of THRY, increasing their stake by a combined 4.7%.
- This marks Paulson's first and second recorded purchases of THRY, increasing their stake by a combined 4.7%.
LUMN — Chief Executive Officer (Johnson Kathleen E) bought $613K (first recorded purchase). (indirect — By Revocable Trust)
- This is Johnson's first purchase of LUMN, establishing a new position.
- This is Johnson's first purchase of LUMN, establishing a new position.
APTV — Paul M Meister purchased $5.00M (first recorded purchase). (indirect — Woburn Abbey March 2021 Trust GST Exempt Share)
- This is Meister's first purchase of APTV, representing a significant initial buy.
- This is Meister's first purchase of APTV, representing a significant initial buy.
Notable Sells
ILMN — Meister Keith A. sold $120.6M across 12 filings between 2026-08-04 and 2026-08-05. (indirect — See Footnotes)
- All sales were indirect via private investment funds. The transactions were spread over two days, with a modest reduction in overall holdings. 1 other insider also sold ILMN in the last 30 days.
- All sales were indirect via private investment funds. The transactions were spread over two days, with a modest reduction in overall holdings. 1 other insider also sold ILMN in the last 30 days.
CAKE — CHAIRMAN AND C.E.O. (David Overton) sold $10.0M (largest sale out of 5). (indirect — By Trust)
- Overton's sale was the largest of his five recorded transactions, with shares held by a family trust. 5 other insiders also sold CAKE in the last 30 days.
- Alexander L Cappello sold $6.8K (fifth sale out of 5). (indirect — By Maricopa Capital LLC)
- Overton's sale was the largest of his five recorded transactions, with shares held by a family trust. 5 other insiders also sold CAKE in the last 30 days.
- Alexander L Cappello sold $6.8K (fifth sale out of 5). (indirect — By Maricopa Capital LLC)
YSS — BlackRock Portfolio Management LLC sold $10.0M across 4 filings between 2026-08-04 and 2026-08-05. (indirect — See footnotes)
- BlackRock's sales were made on behalf of multiple funds and accounts, with transactions spread over two days.
- BlackRock's sales were made on behalf of multiple funds and accounts, with transactions spread over two days.
NVT — Chair & CEO (Wozniak Beth) sold $7.9M across 4 filings between 2026-08-05 and 2026-08-05 (largest sale out of 4). SVP & Chief Accounting Officer (Wacker Randolph A.) sold $3.7M (largest sale out of 1).
- Multiple executives sold shares, with Wozniak's largest sale representing a significant reduction in holdings.
- Multiple executives sold shares, with Wozniak's largest sale representing a significant reduction in holdings.
TNL — Chief Technology Officer (Sy Esfahani) sold $4.1M (first recorded sale). Jeffrey Myers (See Remarks) sold $2.6M (first recorded sale).
- Both insiders fully exited their positions in TNL.
- Both insiders fully exited their positions in TNL.
Patterns
- Health care and technology sectors saw the largest cluster of insider selling, particularly in ILMN and NVT.
- Multiple insiders sold shares in CAKE and TNL, indicating coordinated or clustered selling activity.
- Several large sales were made indirectly via trusts or investment funds, especially in ILMN, CAKE, and YSS.
Close
Top buy tickers by $ value: APTV $5.00M, TM $1.56M, THRY $1.12M.
Top sell tickers by $ value: ILMN $120.6M, NVT $7.9M, CAKE $10.0M.