Overview
Insider buying was concentrated in healthcare, consumer discretionary, and construction, while notable selling activity was seen in manufacturing, consumer staples, and technology.
High Signal
KOD — Bros. Advisors Lp Baker (indirect — See Footnotes) purchased $67.2M across 5 filings between 2026-09-28 and 2026-09-28 (largest purchase, out of 5). The buying was executed by an investment adviser acting for funds, not personal accounts. The activity represents a series of indirect acquisitions, with a cumulative holdingPctChange of 1.5%. No significant price dip or volatility context is available.
Notable Buys
LEN — Hathaway Inc Berkshire (indirect — See footnote) purchased $52.12M (first recorded purchase of LEN). This indirect acquisition by Berkshire Hathaway increases their stake by 2.5%. The construction sector saw this large-scale buy, but no recent price context is available.
ADRX — Advisors Llc Orbimed (indirect — See footnotes) purchased $15.10M across 2 filings (first recorded purchases of ADRX) (private placement). These purchases were made in the company's IPO and are classified as private placements, not open-market buys. Four other insiders also participated in the last 30 days.
GPI — L.L.C. Conifer Management (indirect — See footnote) purchased $28.42M across 4 filings between 2026-09-28 and 2026-09-29 (largest purchase, out of 4). This marks a continued accumulation in the specialty retail sector, with a holdingPctChange of 2.1%.
Notable Sells
CX — EVP Corporate Affairs (Doehner Cobian Mauricio) sold $8.88M (largest sale, out of 1), reducing holdings by 61%. This significant sale in the manufacturing sector comes without notable recent price context.
BMBL — BX Buzz ML-1 Holdco L.P. (indirect — See Footnotes) sold $10.0M across 6 filings between 2026-09-28 and 2026-09-28 (3rd to 7th largest sales, out of 8). The selling was highly clustered, with 3 other insiders also selling in the last 30 days. The sales represent a 17% reduction in holdings.
BNTX — Chief Executive Officer (Sahin Ugur) sold $6.48M across 2 filings between 2026-09-29 and 2026-09-30 (8th and 14th largest sales, out of 19). These sales represent a 13% reduction in holdings.
COST — Executive Vice President (Adamo Claudine) sold $2.02M (3rd largest sale, out of 31). Sr. Executive Vice President (Frates Caton) sold $733K (8th largest sale, out of 29). Both sales occurred in the consumer staples sector, with one other insider also selling in the last 30 days.
HSY — Trust Co Trustee In Trust For Milton Hershey School Hershey sold $3.0M across 4 filings between 2026-09-28 and 2026-09-30 (largest sales, out of 4). These sales were routine and did not coincide with notable price moves.
Patterns
- Healthcare and biotech saw the largest insider buy activity, with over $67M in purchases by investment funds and advisors.
- Consumer discretionary and construction sectors attracted large-scale buys, while manufacturing and consumer staples saw the most significant insider selling.
- Multiple insiders sold shares in BMBL within a short window, indicating coordinated or clustered selling.
Close
Top buy tickers by $ value: LEN $52.12M, KOD $67.2M, GPI $28.42M.
Top sell tickers by $ value: BMBL $10.0M, CX $8.88M, BNTX $6.48M.
EARNINGS AHEAD
LEN — estimated report ~Oct 7 (quarterly)