Overview
Insider buying was led by large-scale purchases in construction and financials, while selling activity was concentrated in industrials and insurance.
High Signal
KBDC — James L Robo (Manager of Ventus Capital, LLC and Chairman of the Board of Directors) bought $1.37M (first recorded purchase). Holdings increased by 20%.
NCT — CEO and Chairman (Zhu Muchun) purchased $650K (first recorded purchase, indirect — By Beverly Holding Limited (BVI)). Holdings increased by 787%.
Notable Buys
LEN — Hathaway Inc Berkshire purchased $135.6M across 10 filings between 2026-09-23 and 2026-09-25 (indirect — See footnote). This represents a series of large-scale purchases by Berkshire Hathaway subsidiaries, with a cumulative holding increase of 2.2%. These are among the largest open-market buys in the construction sector this year.
CX — Zambrano Lozano Rogelio (indirect — Spouse) bought $6.93M (largest of 4 purchases). This is the 6th buy by this insider on CX, with 4 same-direction trades.
MX — Chief Executive Officer (Chae Lee) purchased $318.5K across 3 filings between 2026-09-23 and 2026-09-24 (largest of 3 purchases). Holdings increased by 17%. Buying occurred as the stock traded near lows for the period.
Notable Sells
MEDP — President & CEO (Troendle August J.) sold $27.4M across 2 filings between 2026-09-23 and 2026-09-24 (largest of 2 sales).
RDW — Llc Ae Red Holdings (indirect — See footnotes) sold $10.54M (first recorded sale). Holdings decreased by 86%.
AFL — Ltd. Japan Post Holdings Co. (indirect — See footnote) sold $1.56M across 2 filings on 2026-09-23.
GD — Robert K Steel sold $2.37M across 4 filings on 2026-09-23 (largest of 4 sales). Holdings decreased by 47%.
NTNX — President and CCO (Maner Tarkan) sold $4.76M (largest of 1 sale). Holdings decreased by 68%.
Patterns
- Construction sector saw the largest insider buy activity, led by Berkshire Hathaway’s multi-day accumulation in LEN.
- Multiple insiders executed large sales in the industrials sector, notably in Medpace Holdings and General Dynamics.
- Technology sector saw CEO-level buying in MX as the stock traded near recent lows.
Close
Top buy tickers by $ value: LEN $135.6M, CX $6.93M, MX $318.5K.
Top sell tickers by $ value: MEDP $27.4M, RDW $10.54M, NTNX $4.76M.
EARNINGS AHEAD
LEN — estimated report ~Oct 7 (quarterly)