Top insider trades (week of Jul 4)

Author

Connor Van Ooyen
July 06, 2025

Hello and Happy 4th of July weekend to my fellow Americans.

Welcome to this week’s edition of CEO Watcher.

If you haven’t signed up for your free 30-day trial of CEO Watcher Premium (no credit card required), make sure you do so at ceowatcher.com! This week in the CEO Watcher Premium emails, we found two different insiders on 10b5-1 plans that suddenly made sales >20x larger than their typical 10b5-1 sales after the stock had jumped. We are continuing to analyze our database of insider trades to identify high-signal trade patterns that we will continue sharing in the premium emails and on the website.

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

This week we tracked 821 insider trades and found:

  • No high signal insider purchases this week

  • Bessemer continues selling TTAN stock

  • Michael Dell sells $1.22B of DELL

  • Director at BTBT buys $1M of the stock for the first time

  • Brian Armstrong sells $163M of COIN

  • 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

HOOD is up over 25% since we found a director with 31% 1m returns buying $2M of the stock in the June 18th email.

It opened at $75.17 and is up to $94.40 (+26%).

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

👀 Top Insider Trades this Week

🥇 10% Owner at ServiceTitan, Inc. ($TTAN)

Venture Partners VIII L.P. Bessemer (10% Owner) at ServiceTitan, Inc. ($TTAN) made a large, unusual sale. They just sold 225,277 shares at $107.99/share ($24.33M total) which decreased their vested holdings by -2.7%. The current price is $109.84 (+1.7%). Their median sale size is $46.6M and this is their 5th largest sale out of 9 all time. link

Historic Returns
1m returns: +2.4% weighted | 80% win rate (4/5)
3m returns: +15.8% weighted | 60% win rate (3/5)
6m returns: +34.3% weighted | 60% win rate (3/5)
1y returns: +32.4% weighted | 60% win rate (3/5)

Note: This is the 11th insider sale at this company in the last 30 days (and there was 1 other sale on the same day)

🥈 Chief Executive Officer at lululemon athletica inc. ($LULU)

CALVIN MCDONALD (Chief Executive Officer) at lululemon athletica inc. ($LULU) made a large, unusual sale. They just sold 27,049 shares at $235.69/share ($6.38M total) which decreased their vested holdings by -19.7%. The current price is $247.68 (+5.1%). Their median sale size is $6.02M and this is their 2nd largest sale out of 4 all time. link

Historic Returns
1m returns: +3.6% weighted | 100% win rate (3/3)
3m returns: +4.1% weighted | 67% win rate (2/3)
6m returns: +24.5% weighted | 67% win rate (2/3)
1y returns: +16.5% weighted | 67% win rate (2/3)

🥉 10% Owner at Torrid Holdings Inc. ($CURV)

1 Investments, LLC Fund (10% Owner) at Torrid Holdings Inc. ($CURV) made a large, unusual sale. They just sold 618,256 shares at $2.75/share ($1.7M total) which decreased their vested holdings by -5.9%. The current price is $2.90 (+5.4%). Their median sale size is $1.52M and this is their 4th largest sale out of 14 all time. link

Historic Returns
1m returns: +1.8% weighted | 40% win rate (4/10)
3m returns: +9.2% weighted | 67% win rate (6/9)
6m returns: +14.7% weighted | 57% win rate (4/7)
1y returns: +7.5% weighted | 60% win rate (3/5)

Note: This is the 3rd insider sale at this company in the last 30 days

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 📈 Largest Insider Buys (last week)

  • Director at Cidara Therapeutics, Inc. (CDTX) purchased 2,272,727 shares at $44.0 for $100.0M. This is their 2nd largest purchase (out of 110) and increased their vested position to 3,365,523 shares (+207.97%). This is the 2nd insider purchase at this company in the last 30 days. - link

  • President, CEO, & Chair at Asana, Inc. (ASAN) purchased 450,000 shares at $13.6 for $6.12M. This is their 41st largest purchase (out of 66) and increased their vested position to 56,083,237 shares (+0.81%). Buying the dip (stock was down -26.47% in the month before the purchase). This is the 2nd insider purchase at this company in the last 30 days. - link

  • 10% Owner at Cantor Equity Partners III, Inc. (CAEP) purchased 580,000 shares at $10.0 for $5.8M. This is their 1st largest purchase (out of 1) and increased their vested position to 580,000 shares (0%). Is part of a purchase agreement. Is part of a private placement. This is the 1st insider purchase at this company in the last 30 days. - link

  • 10% Owner at Perimeter Solutions, Inc. (PRM) purchased 0 shares at $13.98 for $3.56M. This is their 3rd largest purchase (out of 6) and increased their vested position to 21,854,600 shares (0%). This is the 1st insider purchase at this company in the last 30 days. - link

  • Director at Welltower Inc. (WELL) purchased 20,000 shares at $151.46 for $3.03M. This is their 1st largest purchase (out of 1) and increased their vested position to 30,000 shares (+200.00%). This is the 1st insider purchase at this company in the last 30 days. - link

  • Director at Sprott Focus Trust, Inc. (FUND) purchased 196,329 shares at $7.41 for $1.45M. This is their 3rd largest purchase (out of 48) and increased their vested position to 15,670,672 shares (+1.27%). This is the 1st insider purchase at this company in the last 30 days. - link

  • President, CEO, & Chair at Asana, Inc. (ASAN) purchased 87,755 shares at $12.97 for $1.14M. This is their 64th largest purchase (out of 65) and increased their vested position to 55,633,237 shares (+0.16%). Buying the dip (stock was down -27.39% in the month before the purchase). This is the 1st insider purchase at this company in the last 30 days. - link

  • See Remarks at Freedom Holding Corp. (FRHC) purchased 6,900 shares at $145.21 for $1.0M. This is their 1st largest purchase (out of 1) and increased their vested position to 126,700 shares (+5.76%). This is the 2nd insider purchase at this company in the last 30 days. - link

  • Chief Executive Officer at PVH Corp. (PVH) purchased 15,644 shares at $63.92 for $1.0M. This is their 1st largest purchase (out of 2) and increased their vested position to 269,437 shares (+6.16%). This is the 2nd insider purchase at this company in the last 30 days. - link

  • Director at Bit Digital, Inc. (BTBT) purchased 500,000 shares at $2.0 for $1.0M. This is their 1st largest purchase (out of 1) and increased their vested position to 580,000 shares (+625.00%). Is part of a public offering. Buying the dip (stock was down -22.09% in the month before the purchase). This is the 2nd insider purchase at this company in the last 30 days. - link

📉 Largest Insider Sells (last week)

  • Chief Executive Officer at Dell Technologies Inc. (DELL) sold 10,000,000 shares at $122.27 for $1.22B. This is their 2nd largest sale (out of 16) and decreased their vested position to 27,292,241 shares (-26.82%). This is the 11th insider sale at this company in the last 30 days. - link

  • Executive Chair at Amazon.com, Inc. (AMZN) sold 3,324,926 shares at $221.56 for $736.68M. This is their 17th largest sale (out of 62) and decreased their vested position to 905,454,975 shares (-0.37%). Is part of a 10b5-1 plan. This appears to be a regularly scheduled yearly transaction. This is the 2nd insider sale at this company in the last 30 days. - link

  • Chief Executive Officer at Oracle Corporation (ORCL) sold 1,260,508 shares at $212.01 for $267.24M. This is their 7th largest sale (out of 14) and decreased their vested position to 1,118,592 shares (-52.98%). Is part of a 10b5-1 plan. Selling the rip (stock was up 32.28% in the month before the sale). This is the 6th insider sale at this company in the last 30 days. - link

  • Chairman and CEO at Coinbase Global, Inc. (COIN) sold 450,000 shares at $362.75 for $163.24M. This is their 3rd largest sale (out of 73) and decreased their vested position to 26,440,144 shares (-1.67%). Is part of a 10b5-1 plan. This appears to be a regularly scheduled yearly transaction. Selling the rip (stock was up 32.67% in the month before the sale). This is the 5th insider sale at this company in the last 30 days (and there was 1 other sale on the same day). - link

  • Director at Snowflake Inc. (SNOW) sold 731,354 shares at $220.65 for $161.37M. This is their 2nd largest sale (out of 76) and decreased their vested position to 10,402,507 shares (-6.57%). Is part of a 10b5-1 plan. This appears to be a regularly scheduled weekly transaction. Selling the rip (stock was up 48.56% in the three months before the sale). This is the 15th insider sale at this company in the last 30 days. - link

  • 10% Owner at BridgeBio Pharma, Inc. (BBIO) sold 3,500,000 shares at $44.0 for $154.0M. This is their 3rd largest sale (out of 18) and decreased their vested position to 18,555,375 shares (-15.87%). Selling the rip (stock was up 24.91% in the month before the sale). This is the 4th insider sale at this company in the last 30 days. - link

  • Director at Broadcom Inc. (AVGO) sold 473,898 shares at $265.33 for $125.74M. This is their 1st largest sale (out of 2) and decreased their vested position to 86,442,963 shares (-0.55%). Is part of a 10b5-1 plan. Selling the rip (stock was up 56.98% in the three months before the sale). This is the 9th insider sale at this company in the last 30 days. - link

  • Director at Snowflake Inc. (SNOW) sold 511,557 shares at $220.05 for $112.57M. This is their 3rd largest sale (out of 77) and decreased their vested position to 9,890,950 shares (-4.92%). Is part of a 10b5-1 plan. Selling the rip (stock was up 41.21% in the three months before the sale). This is the 18th insider sale at this company in the last 30 days (and there were 2 other sales on the same day). - link

  • 10% Owner at Talen Energy Corporation (TLN) sold 388,530 shares at $294.31 for $101.3M. This is their 2nd largest sale (out of 4) and decreased their vested position to 10,584,459 shares (-3.54%). Selling the rip (stock was up 21.47% in the month before the sale). 1 other insider also sold the stock (2 total sales in last 30 days). - link

  • President and CEO at Arista Networks Inc (ANET) sold 841,912 shares at $102.43 for $86.24M. This is their 1st largest sale (out of 125) and decreased their vested position to 36,495,341 shares (-2.25%). Is part of a 10b5-1 plan. This appears to be a regularly scheduled yearly transaction. This is the 5th insider sale at this company in the last 30 days. - link

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