Top insider trades (Fri, Jun 5)

Author

Connor Van Ooyen
June 05, 2026

Today’s Largest Unscheduled Trades

There were 243 new insider trades filed.

1 insider trade was flagged as High Signal, and I added two new stocks to the CEO Watcher Portfolio (and sold a couple to make room). I share those in the High Score Trade Notes section of the email for CEO Watcher Premium subs.

Our system gave 3 insider purchases high scores (I shared our system’s notes on those in the High Scoring Purchases - Quick Notes).

We also found 4 insider purchases from insiders who average 20%+ 1y returns.

CEO Watcher Premium subs can see those notes in later sections of this email.

Today’s largest unscheduled insider trades:

  • Chairman of the Board & CEO at INSPERITY, INC. $NSP purchased $7.93M (largest purchase ever, out of 3). This increased their listed holdings by 14%. Rip Buy: the stock was up 64% in the previous 3 months. This insider has purchased the stock 2 times in the last 30 days.

  • 10% Owner (shane hilary) at FONAR CORP $FONR purchased $4.11M (2nd largest purchase, out of 3). This increased their listed holdings by 11%. This insider has purchased the stock 3 times in the last 30 days.

  • Co-Chief Executive Officer at Summit Therapeutics Inc. $SMMT purchased $1.46M (3rd largest purchase, out of 14). Their last purchase was 798 days ago. 2 other insiders also purchased the stock in the last 30 days.

  • Co-Chief Executive Officer at Summit Therapeutics Inc. $SMMT purchased $1.46M (26th largest purchase, out of 80). 2 other insiders also purchased the stock in the last 30 days.

  • Director (Vorsheck Elizabeth A) at ERIE INDEMNITY CO $ERIE purchased $1.43M (2nd largest purchase, out of 6). Their last purchase was 2273 days ago.

  • President and CEO at Liberty Capital Corp/NV $GLIBK purchased $1.42M (largest purchase ever, out of 6). This increased their listed holdings by 42%. Dip Buy: the stock was down -39% in the previous month.

  • COO and CFO at Summit Therapeutics Inc. $SMMT purchased $722.25K (2nd largest purchase, out of 4). Their last purchase was 962 days ago. 2 other insiders also purchased the stock in the last 30 days.

  • Director (DOAK MICHAEL) at TWFG, Inc. $TWFG purchased $638.14K (2nd largest purchase, out of 5). This insider has purchased the stock 5 times in the last 30 days.

  • Director (Urricelqui Alejandro Alberto) at TELECOM ARGENTINA SA $TEO purchased $522.29K (first-ever purchase). This increased their listed holdings by 10%. Rip Buy: the stock was up 14% in the previous month.

  • Director (STONESIFER TIMOTHY C.) at INSULET CORP $PODD purchased $400.39K (largest purchase ever, out of 2). This increased their listed holdings by 44%. Dip Buy: the stock was down -41% in the previous 3 months. 1 other insider also purchased the stock in the last 30 days.

  • EVP & CIO at LTC PROPERTIES INC $LTC purchased $347.70K (largest purchase ever, out of 3). This increased their listed holdings by 27%. 1 other insider also purchased the stock in the last 30 days.

  • Director (Sousa Mauad Bruno) at Aura Minerals Inc. $AUGO purchased $223.50K. Dip Buy: the stock was down -20% in the previous month. This insider has purchased the stock 2 times in the last 30 days.

  • Director (ROLLINS JAMES D III) at HUNTINGTON BANCSHARES INC /MD/ $HBAN purchased $203.26K (2nd largest purchase, out of 10). This increased their listed holdings by 104%. This insider has purchased the stock 2 times in the last 30 days.

  • Chief Financial Officer at RYAN SPECIALTY HOLDINGS, INC. $RYAN purchased $200.29K (first-ever purchase). This increased their listed holdings by 76%. Dip Buy: the stock was down -55% in the previous year. 1 other insider also purchased the stock in the last 30 days.

  • Director (Scanlon Jennifer F.) at ILLINOIS TOOL WORKS INC $ITW purchased $199.88K (2nd largest purchase, out of 4). This increased their listed holdings by 95%.

  • EVP & CFO at EXPAND ENERGY Corp $EXE purchased $185.76K (2nd largest purchase, out of 2). This increased their listed holdings by 21%. 1 other insider also purchased the stock in the last 30 days.

  • Director (Sousa Mauad Bruno) at Aura Minerals Inc. $AUGO purchased $181.86K (first-ever purchase). Dip Buy: the stock was down -20% in the previous month. Reversal: they made 3 straight sales before this purchase. This insider has purchased the stock 2 times in the last 30 days.

  • Director (Ackermann Cathy G) at SMARTFINANCIAL INC. $SMBK purchased $126.36K (first-ever purchase). This increased their listed holdings by 10%.

  • Chief Executive Officer at Offerpad Solutions Inc. $OPAD purchased $102.60K. Dip Buy: the stock was down -62% in the previous 6 months.

  • Director (STEVENS MARK A) at NVIDIA CORP $NVDA sold $221.10M (largest sale ever, out of 57). Rip Sell: the stock was up 10% in the previous month. 1 other insider also sold the stock in the last 30 days. Appears to be regularly scheduled yearly transaction.

  • Director (North Run Strategic Opportunities Fund I, LP) at LIGHTPATH TECHNOLOGIES INC $LPTH sold $50.00M (largest sale ever, out of 9). This decreased their listed holdings by -54%. Rip Sell: the stock was up 42% in the previous month. This insider has sold the stock 3 times in the last 30 days.

  • Director (BOTHA ROELOF) at MongoDB, Inc. $MDB sold $17.53M (2nd largest sale, out of 7). This decreased their listed holdings by -22%. Rip Sell: the stock was up 39% in the previous month. 2 other insiders also sold the stock in the last 30 days.

  • Director (Silver Lake Partners IV, L.P.) at Dell Technologies Inc. $DELL sold $8.85M (4th largest sale, out of 4). Rip Sell: the stock was up 99% in the previous month. 5 other insiders also sold the stock in the last 30 days.

  • President and CEO at BOYD GAMING CORP $BYD sold $8.59M (largest sale ever, out of 31). 2 other insiders also sold the stock in the last 30 days.

  • Director (Gupta Ravi) at Maplebear Inc. $CART sold $7.51M (first-ever sale). 2 other insiders also sold the stock in the last 30 days.

  • Director (LUCKY DONALD C.I.) at MYR GROUP INC. $MYRG sold $6.60M (first-ever sale). This decreased their listed holdings by -72%. Rip Sell: the stock was up 60% in the previous 3 months. 3 other insiders also sold the stock in the last 30 days.

  • Director (SYLEBRA CAPITAL LLC) at IMPINJ INC $PI sold $6.39M (14th largest sale, out of 26). This insider has sold the stock 4 times in the last 30 days.

  • Chief Accounting Officer at ARM HOLDINGS PLC /UK $ARM sold $4.44M (first-ever sale). This decreased their listed holdings by -48%. Rip Sell: the stock was up 102% in the previous month. 5 other insiders also sold the stock in the last 30 days.

  • Chief Executive Officer at Diamondback Energy, Inc. $FANG sold $3.12M (3rd largest sale, out of 33). This decreased their listed holdings by -10%. Rip Sell: the stock was up 20% in the previous 3 months. 5 other insiders also sold the stock in the last 30 days.

  • Director (Chen Min-Chu (Mike)) at APPLIED OPTOELECTRONICS, INC. $AAOI sold $1.66M (largest sale ever, out of 5). Rip Sell: the stock was up 84% in the previous 3 months. 6 other insiders also sold the stock in the last 30 days.

  • Director (REINER GARY M) at Hewlett Packard Enterprise Co $HPE sold $1.10M (8th largest sale, out of 11). This decreased their listed holdings by -19%. Rip Sell: the stock was up 92% in the previous month. 2 other insiders also sold the stock in the last 30 days.

  • EVP, Chief Legal and Admin Off at Diamondback Energy, Inc. $FANG sold $1.05M (3rd largest sale, out of 14). This decreased their listed holdings by -10%. Rip Sell: the stock was up 20% in the previous 3 months. 5 other insiders also sold the stock in the last 30 days.

  • Director (CULLEN JAMES) at Keysight Technologies, Inc. $KEYS sold $1.04M (4th largest sale, out of 23). This decreased their listed holdings by -12%. Rip Sell: the stock was up 67% in the previous 6 months. Their last sale was 903 days ago.

  • Director (LEDERER JAMES P) at LATTICE SEMICONDUCTOR CORP $LSCC sold $939.16K (20th largest sale, out of 54). This decreased their listed holdings by -12%. Rip Sell: the stock was up 23% in the previous month. 2 other insiders also sold the stock in the last 30 days.

  • Director (Arumugavelu Shankar) at Seagate Technology Holdings plc $STX sold $927.68K (2nd largest sale, out of 2). This decreased their listed holdings by -13%. Rip Sell: the stock was up 27% in the previous month. 8 other insiders also sold the stock in the last 30 days.

  • Director (Heckart Christine) at SITIME Corp $SITM sold $903.00K (largest sale ever, out of 23). This decreased their listed holdings by -11%. Rip Sell: the stock was up 25% in the previous month. Reversal: they made 1 straight purchases before this sale. 4 other insiders also sold the stock in the last 30 days.

  • President & COO at Alpha Metallurgical Resources, Inc. $AMR sold $828.09K (6th largest sale, out of 8). This decreased their listed holdings by -27%. 1 other insider also sold the stock in the last 30 days.

  • EVP OPERATIONS at UNION PACIFIC CORP $UNP sold $789.50K (largest sale ever, out of 2). Their last sale was 946 days ago.

  • SVP, Chief Accounting Officer at Vistra Corp. $VST sold $736.00K (3rd largest sale, out of 13). This decreased their listed holdings by -32%. This insider has sold the stock 2 times in the last 30 days.

  • Executive Vice President at NORTHERN TRUST CORP $NTRS sold $613.88K (first-ever sale). This decreased their listed holdings by -27%.

  • Chief Accounting Officer at Dell Technologies Inc. $DELL sold $569.96K (largest sale ever, out of 2). This decreased their listed holdings by -16%. Rip Sell: the stock was up 98% in the previous month. 5 other insiders also sold the stock in the last 30 days.

  • CHIEF FINANCIAL OFFICER at Vesta Real Estate Corporation, S.A.B. de C.V. $VTMX sold $516.00K (first-ever sale). 10 other insiders also sold the stock in the last 30 days.

  • Director (LEDERER JAMES P) at ENTEGRIS INC $ENTG sold $512.47K (26th largest sale, out of 53). This decreased their listed holdings by -16%. Rip Sell: the stock was up 59% in the previous 6 months. 4 other insiders also sold the stock in the last 30 days.

  • and more…

CEO Watcher Weekly Update

After a couple of weeks of large outperformance, the CEO Watcher Portfolio had a small pullback this week.

The CEO Watcher portfolio was down 0.90% while the S&P was up 0.06%.

We got hit pretty hard mid-week when software stocks sold off 7%. All things considered, the portfolio held up fairly well.

The overall performance of the CEO Watcher Portfolio since it was started at the end of October is 25.88% v 10.07% for the S&P.

As a reminder, the portfolio performance is actually closer to 30% because I accidentally placed a large purchase meant for my personal portfolio in the CEO Watcher Portfolio and had to sell during illiquid pre-market hours, which lost the portfolio 5%.

High Signal Watchlist

The High Signal Watchlist also slightly underperformed the S&P this week (-0.25% v 0.03%).

Overall, the High Signal list is outperforming the S&P over the 1M and 3M timeframes (I’ll add longer timeframes once more time passes).

Insider Sentiment

Insider sentiment continues to slowly trickle down as the stock market skyrockets. Still nothing to be too excited or concerned about.

S&P 500

We had a small pullback in the S&P in the middle of this week, but we still haven’t even pulled back enough to touch the 20d EMA for two months (pretty insane).

Fun fact: the S&P bottomed almost exactly the same time this year as last year (Liberation Day sell-off), and it is up almost exactly the same amount from the bottom two months later (+20% v +23%).

I’d imagine the market slows down a bit from here.

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