Top insider trades (week of Aug 2)

Author

Connor Van Ooyen
August 02, 2025

Welcome to this week’s edition of CEO Watcher.

This is the only tool that tracks the returns of insiders so we know which insider trades are worth copying.

This week we tracked 565 insider trades and found:

  • REZI popped 15% just a few days after an unusual $100M insider purchase

  • Director at CRDF with 75% 3m returns bought the stock

  • CEO at ANET sold $130M across two sales on her 10b5-1 plan (her 2nd and 3rd largest sales ever - out of 128)

  • Director at CARL bought $20M (first purchase ever)

  • CEO at MSCI bought $6.73M (largest purchase ever)

  • 10% Owner at KRMN sold their entire $1.16B stake

  • 10% Owner at CART sold $232M in an unscheduled sale

  • and more…

Have a great weekend and thanks for reading!

Connor

P.S. Make sure to follow @CEOStockWatcher on Twitter/X as I post more interesting insider trades there each day.

💰 Previous Winner

We highlighted REZI in Monday’s CEO Watcher Premium newsletter because CD&R Channel Holdings bought $100M of the stock.

This was unusual because:

  • this was the largest insider purchase at any company in the last 30 days

  • it was during a blackout period as REZI reports earnings on Tuesday

  • CD&R has a couple of the board seats

Just a few days later, they announced a spin-off, and the stock popped 15%. It’s already given back most of those gains, so we will see what Tuesday holds.

Get a free 30-day free trial of CEO Watcher Premium (no credit card required) at ceowatcher.com.

👀 Top Insider Trades this Week

🥇 Director at Cardiff Oncology, Inc. ($CRDF)

GARY W PACE (Director) at Cardiff Oncology, Inc. ($CRDF) purchased 290,000 shares at $2.45/share ($710.5K total) which increased their vested holdings by +12.2%. The current price is $2.64 (+7.7%). Their median purchase size is $257.59K and this is their 2nd largest purchase out of 13 all time. link

Historic Returns
1m returns: +14.5% weighted | 42% win rate (5/12)
3m returns: +75.7% weighted | 42% win rate (5/12)
6m returns: +263.4% weighted | 50% win rate (6/12)
1y returns: +116.0% weighted | 27% win rate (3/11)

Note: Buying the dip (stock was down -42.75% in the week before the purchase).

*CRDF is already up 10% since we shared it in the CEO Watcher Premium email on Friday morning before the open

🥈 Director at Enterprise Products Partners L.P. ($EPD)

William C Montgomery (Director) at Enterprise Products Partners L.P. ($EPD) purchased 16,000 shares at $31.55/share ($504.86K total) which increased their vested holdings by +13.2%. The current price is $30.74 (—2.5%). Their median purchase size is $917.44K and this is their 2nd largest purchase out of 2 all time. link

Historic Returns
1m returns: +0.5% weighted | 100% win rate (1/1)
3m returns: +0.9% weighted | 100% win rate (1/1)
6m returns: +2.2% weighted | 100% win rate (1/1)
1y returns: +12.4% weighted | 100% win rate (1/1)

Note: This is the 2nd insider purchase at this company in the last 30 days

🥉 SVP and CFO at Lear Corporation ($LEA)

Jason M Cardew (SVP and CFO) at Lear Corporation ($LEA) made a large, unusual sale. They just sold 5,000 shares at $98.47/share ($492.37K total) which decreased their vested holdings by -19.8%. The current price is $93.06 (-5.4%). Their median sale size is $360.02K and this is their 1st largest sale out of 4 all time. link

Historic Returns
1m returns: +4.8% weighted | 67% win rate (2/3)
3m returns: +12.2% weighted | 100% win rate (3/3)
6m returns: +16.2% weighted | 100% win rate (3/3)
1y returns: +25.2% weighted | 100% win rate (3/3)

Note: 1 other insider also sold the stock (2 total sales in last 30 days)

Get a free 30-day free trial of CEO Watcher Premium (no credit card required) at ceowatcher.com.

 📈 Largest Insider Buys (last week)

  • 10% Owner at Resideo Technologies, Inc. (REZI) purchased 4,477,919 shares at $22.33 for $100.0M. This is their 2nd largest purchase (out of 2) and increased their vested position to 10,232,420 shares (+77.82%). +1.48% 1m (+100.00% win rate) avg returns on 2 previous purchases. No 3m returns available. This is the 1st insider purchase at this company in the last 30 days. - link

  • Director at Carlsmed, Inc. (CARL) purchased 1,333,333 shares at $15.0 for $20.0M. This is their 1st largest purchase (out of 1) and increased their vested position to 8,321,763 shares (+19.08%). No returns available. 3 other insiders also purchased the stock (4 total purchases in last 30 days). - link

  • Director at MicroStrategy Incorporated (MSTR) purchased 220,000 shares at $90.0 for $19.8M. This is their 1st largest purchase (out of 1) and increased their vested position to 220,000 shares (0%). No returns available. Is part of a public offering. 6 other insiders also purchased the stock (7 total purchases in last 30 days). - link

  • 10% Owner at Sonos, Inc. (SONO) purchased 1,312,087 shares at $11.31 for $11.59M. This is their 12th largest purchase (out of 154) and increased their vested position to 41,815,573 shares (+3.24%). -13.80% 1m (+45.27% win rate) / -17.47% 3m (+33.33% win rate) avg returns on 154 previous purchases. 1 other insider also purchased the stock (2 total purchases in last 30 days). - link

  • 10% Owner at DiaMedica Therapeutics Inc. (DMAC) purchased 2,857,142 shares at $3.5 for $10.0M. This is their 1st largest purchase (out of 5) and increased their vested position to 8,383,577 shares (+51.70%). -3.78% 1m (+75.00% win rate) / +0.28% 3m (+75.00% win rate) avg returns on 5 previous purchases. 2 other insiders also purchased the stock (3 total purchases in last 30 days). - link

  • Director at Carlsmed, Inc. (CARL) purchased 466,666 shares at $15.0 for $7.0M. This is their 1st largest purchase (out of 4) and increased their vested position to 6,126,072 shares (+8.25%). +10.61% 1m (+50.00% win rate) / +72.84% 3m (+50.00% win rate) avg returns on 4 previous purchases. Is part of a public offering. 3 other insiders also purchased the stock (4 total purchases in last 30 days). - link

  • Director at Asana, Inc. (ASAN) purchased 450,000 shares at $15.28 for $6.88M. This is their 37th largest purchase (out of 73) and increased their vested position to 59,228,045 shares (+0.77%). -6.10% 1m (+54.69% win rate) / -22.44% 3m (+26.98% win rate) avg returns on 73 previous purchases. This appears to be a regularly scheduled weekly transaction. This is the 8th insider purchase at this company in the last 30 days. - link

  • Director at Asana, Inc. (ASAN) purchased 450,000 shares at $14.98 for $6.74M. This is their 39th largest purchase (out of 72) and increased their vested position to 58,778,045 shares (+0.77%). -6.10% 1m (+54.69% win rate) / -22.44% 3m (+26.98% win rate) avg returns on 72 previous purchases. This appears to be a regularly scheduled weekly transaction. This is the 7th insider purchase at this company in the last 30 days. - link

  • Chairman and CEO at MSCI Inc. (MSCI) purchased 12,400 shares at $542.87 for $6.73M. This is their 1st largest purchase (out of 6) and increased their vested position to 2,302,347 shares (+0.54%). -0.45% 1m (+20.00% win rate) / +1.93% 3m (+40.00% win rate) avg returns on 6 previous purchases. This is the 1st insider purchase at this company in the last 30 days. - link

  • 10% Owner at Newegg Commerce, Inc. (NEGG) purchased 138,757 shares at $42.33 for $5.87M. This is their 4th largest purchase (out of 11) and increased their vested position to 3,333,333 shares (+4.34%). -6.82% 1m (0.00% win rate) / -7.58% 3m (0.00% win rate) avg returns on 11 previous purchases. This is the 6th insider purchase at this company in the last 30 days. - link

📉 Largest Insider Sells (last week)

  • 10% Owner at Karman Holdings Inc. (KRMN) sold 23,623,968 shares at $49.0 for $1.16B. This is their 1st largest sale (out of 2) and decreased their vested position to 0 shares (-100.00%). -3.20% 1m (0.00% win rate) / -6.60% 3m (0.00% win rate) avg returns on 2 previous sales. Selling the rip (stock was up 40.95% in the three months before the sale). This is the 6th insider sale at this company in the last 30 days. - link

  • Executive Chair at Amazon.com, Inc. (AMZN) sold 4,154,098 shares at $229.72 for $954.28M. This is their 13th largest sale (out of 68) and decreased their vested position to 883,779,901 shares (-0.47%). +0.99% 1m (+68.85% win rate) / -3.53% 3m (+42.62% win rate) avg returns on 68 previous sales. Is part of a 10b5-1 plan. This appears to be a regularly scheduled weekly transaction. This is the 7th insider sale at this company in the last 30 days. - link

  • 10% Owner at ADT Inc. (ADT) sold 71,000,000 shares at $8.31 for $590.01M. This is their 3rd largest sale (out of 46) and decreased their vested position to 112,650,366 shares (-38.66%). +3.53% 1m (+64.29% win rate) / -1.06% 3m (+55.26% win rate) avg returns on 46 previous sales. This is the 1st insider sale at this company in the last 30 days. - link

  • Director at Accelerant Holdings (ARX) sold 11,596,152 shares at $21.0 for $243.52M. This is their 1st largest sale (out of 1) and decreased their vested position to 90,327,444 shares (-11.38%). No returns available. This is the 1st insider sale at this company in the last 30 days. - link

  • Other at Maplebear Inc. (CART) sold 4,864,272 shares at $47.75 for $232.27M. This is their 1st largest sale (out of 2) and decreased their vested position to 4,140,924 shares (-54.02%). +0.02% 1m (+100.00% win rate) / +0.02% 3m (+100.00% win rate) avg returns on 2 previous sales. This is the 6th insider sale at this company in the last 30 days. - link

  • 10% Owner at Eli Lilly and Company (LLY) sold 280,000 shares at $805.07 for $225.42M. This is their 3rd largest sale (out of 256) and decreased their vested position to 95,736,978 shares (-0.29%). -2.42% 1m (+34.39% win rate) / -5.40% 3m (+22.53% win rate) avg returns on 256 previous sales. This is the 1st insider sale at this company in the last 30 days. - link

  • 10% Owner at Solaris Energy Infrastructure, Inc. (SEI) sold 4,000,000 shares at $30.3 for $121.2M. This is their 1st largest sale (out of 3) and decreased their vested position to 4,229,566 shares (-48.61%). -7.82% 1m (0.00% win rate) avg returns on 3 previous sales. No 3m returns available. Selling the rip (stock was up 58.02% in the three months before the sale). This is the 1st insider sale at this company in the last 30 days. - link

  • CEO and Chairperson at Arista Networks Inc (ANET) sold 588,000 shares at $119.15 for $70.06M. This is their 2nd largest sale (out of 128) and decreased their vested position to 35,319,341 shares (-1.64%). -1.03% 1m (+42.28% win rate) / -5.89% 3m (+27.87% win rate) avg returns on 128 previous sales. Is part of a 10b5-1 plan. This appears to be a regularly scheduled yearly transaction. Selling the rip (stock was up 20.44% in the month before the sale). This is the 7th insider sale at this company in the last 30 days. - link

  • CEO and Chairperson at Arista Networks Inc (ANET) sold 527,302 shares at $115.59 for $60.95M. This is their 3rd largest sale (out of 127) and decreased their vested position to 35,907,341 shares (-1.45%). -1.03% 1m (+42.28% win rate) / -5.89% 3m (+27.87% win rate) avg returns on 127 previous sales. Is part of a 10b5-1 plan. This appears to be a regularly scheduled yearly transaction. Selling the rip (stock was up 48.40% in the three months before the sale). This is the 6th insider sale at this company in the last 30 days. - link

  • Director at T-Mobile US, Inc. (TMUS) sold 209,520 shares at $240.95 for $50.48M. This is their 49th largest sale (out of 61) and decreased their vested position to 646,543,404 shares (-0.03%). -1.57% 1m (+29.63% win rate) / -7.97% 3m (+6.00% win rate) avg returns on 61 previous sales. Is part of a 10b5-1 plan. This appears to be a regularly scheduled weekly transaction. This is the 8th insider sale at this company in the last 30 days. - link

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