Overview
Insider buying was concentrated in industrials and consumer staples, while selling was led by large block trades in consumer discretionary, financials, and energy.
High Signal
LWAY — LP Divisadero Street Capital Management purchased $6.13M across 3 filings between 2026-08-14 and 2026-08-17 (first recorded purchase). 4 other insiders also purchased in the last 30 days. The position increased by 9%. (indirect — See footnote)
CDNL — Multiple insiders purchased significant amounts:
Chief Executive Officer (Spivey Jeremy Simmons) bought $2.20M (largest purchase out of 6). Chief Operating Officer (Wood Benjamin) bought $1.01M (largest purchase out of 7). Wood Anthony Leon Jr. bought $2.02M (largest purchase out of 2). Lee Richard Melvin Jr. bought $1.25M (largest purchase out of 3). Chief Financial Officer (Rowe Michael Bruce Jr.) bought $255.71K (largest purchase out of 3). Zelman Ivy bought $500.95K (largest purchase out of 4). 5 other insiders also purchased in the last 30 days. The group’s holdings increased substantially, with several insiders more than doubling their stakes.
Chief Executive Officer (Spivey Jeremy Simmons) bought $2.20M (largest purchase out of 6). Chief Operating Officer (Wood Benjamin) bought $1.01M (largest purchase out of 7). Wood Anthony Leon Jr. bought $2.02M (largest purchase out of 2). Lee Richard Melvin Jr. bought $1.25M (largest purchase out of 3). Chief Financial Officer (Rowe Michael Bruce Jr.) bought $255.71K (largest purchase out of 3). Zelman Ivy bought $500.95K (largest purchase out of 4). 5 other insiders also purchased in the last 30 days. The group’s holdings increased substantially, with several insiders more than doubling their stakes.
Notable Buys
APLM — Chief Executive Officer (Chen Hung-Wen) bought $7.55M across 3 filings (largest purchase out of 3), Chief Financial Officer (Peter Kuan-how Lin) bought $400.01K (largest purchase out of 3), and Chief Operating Officer (Chen Yi-Kuei) bought $300K (largest purchase out of 2). All purchases were via private placement. Two other insiders also participated in the last 30 days. The CEO’s position increased by 34.9%. (private placement)
SUJA — Ltd. Paine Schwartz Food Chain Fund V Gp purchased $2.56M across 3 filings (largest purchase out of 3). (indirect — See footnote)
BORR — Troim Tor Olav bought $2.19M (largest purchase out of 5) (indirect — By Drew Holdings Ltd.). This is the fifth and largest purchase for BORR by this insider.
Notable Sells
BIRK — Chu James Michael sold $1.10B (first recorded sale) (indirect — By BK LC Lux MidCo S.a r.l.). This was a major underwritten block trade in the manufacturing sector.
SVV — Management Llc Ares sold $235.75M (first recorded sale) (indirect — See footnotes). This was a large block sale in specialty retail.
MDLN — GIC Private Ltd sold $57.10M across 2 filings (largest sale out of 2). The sales represented a 6% reduction in holdings.
PBF — Multiple insiders sold a combined $42.13M across several filings:
CEO & President (Lucey Matthew C.) sold $10.46M (largest sale out of 3).
Control Empresarial de Capitales S.A. de C.V. sold $29.36M across 3 filings (largest sale out of 3).
SVP and General Counsel (Canty Trecia M) sold $5.56M (largest sale out of 1).
Senior Vice President, HR (Ho Tai Wendy) sold $894K (largest sale out of 1).
These sales occurred as the stock traded near recent highs.
CEO & President (Lucey Matthew C.) sold $10.46M (largest sale out of 3).
Control Empresarial de Capitales S.A. de C.V. sold $29.36M across 3 filings (largest sale out of 3).
SVP and General Counsel (Canty Trecia M) sold $5.56M (largest sale out of 1).
Senior Vice President, HR (Ho Tai Wendy) sold $894K (largest sale out of 1).
These sales occurred as the stock traded near recent highs.
CHYM — DST Global Advisors Ltd and affiliates sold a combined $41.13M across multiple entities and 14 filings (largest sale out of 10) (indirect — by various funds). 14 other insiders also sold in the last 30 days, indicating broad-based selling among financial sponsors.
Patterns
- Industrial sector insiders showed strong coordinated buying, with six insiders at CDNL increasing their stakes.
- The largest insider sales were concentrated in consumer discretionary and financials, with block trades exceeding $1B in BIRK and $235M in SVV.
- Several notable buys in manufacturing and energy were executed via private placements or indirect vehicles.
Close
Top buy tickers by $ value: LWAY $6.13M, CDNL $5.67M, APLM $7.55M.
Top sell tickers by $ value: BIRK $1.10B, SVV $235.75M, MDLN $57.10M.