Market Insights

AvePoint executives Brian Brown, Tianyi Jiang, and Xunkai Gong reported about $278K of March 2026 code F dispositions after grants and vesting activity, a pattern that looks mechanical rather than bearish.

ConnectOne Bancorp insiders Frank Sorrentino III and Laura Criscione reported roughly $623K of code F dispositions on March 20 and March 23, 2026, a pattern that reads as tax settlement rather than open-market selling.

Outset Medical CEO Leslie Trigg continued a small-lot selling pattern into early 2026 even as the company pointed to better margins and a stronger cash runway.

Jim Baker added 25,000 more KYN shares in March 2026, extending a steady run of open-market purchases in Kayne Anderson Energy Infrastructure Fund.

AMETEK insiders David Zapico, John Hardin, and Tony Ciampitti all reported March 2026 code F tax withholdings after new equity awards, a compensation event that reads differently from open-market selling.

James Eric Bjornholt disclosed three Microchip stock sales worth about $646K across late November and late February as the chipmaker reset guidance and priced fresh convertible notes.

Paycom founder Chad Richison disclosed a fresh run of stock sales in mid-2025, but the more important question for investors is how those sales line up with Paycom's slower 2026 outlook and the broader payroll software reset.

Gregory Brown, Chairman and CEO of Motorola Solutions, sold $13.5 million in MSI shares on March 4-6, 2026, following record Q4 2025 revenue. His career insider sales now exceed $1.09 billion.

United Therapeutics CEO Martine Rothblatt sold $5.1 million in UTHR shares across March 12 and 16, 2026, bringing her career insider sales past $1 billion — just days after the ADVANCE OUTCOMES Phase III results and a Leerink conference appearance.

The Illumina board member and technology founder has unloaded over $114 million in shares while simultaneously accumulating $11.5 million in purchases, a rare pattern that reveals conviction despite recent selling.

The TransDigm Group founder and executive chairman has cashed out over $1.25 billion across 3,515 transactions since 2006, with recent selling continuing through November 2025.

The Stanford president emeritus and MIPS architect who shaped modern computing has been steadily divesting his Alphabet position since 2004, with 5,684 transactions totaling $64.4M in career sales.

Nike co-founder Phil Knight has sold $3.1 billion in NKE stock over 13,182 transactions since 2003, making him one of the most prolific insider sellers in corporate history. Recent Form 4 filings show continued conversions and gifts in early 2026.

The Lilly Endowment, one of America's largest charitable foundations, has systematically sold over $111 billion in Eli Lilly shares since 2003. This is not insider pessimism—it's foundation law in action.

Salesforce's founder and CEO has executed nearly 29,000 transactions over two decades, making him one of the most aggressive insider sellers in enterprise software. His latest activity: January 2026 option exercises.

Both co-founders of Atlassian executed synchronized stock sales on the same day, unloading over $500M each in TEAM shares while retaining significant stakes as 10% owners.

Tesla's CFO sold 2,264 shares on March 6 at $397.03 per share, reducing his stake by 11% to 18,106 shares. The sale comes amid mixed Q4 earnings and a stretched valuation.

The Walton Family Holdings Trust executed 425,962 shares of Walmart across February 23-25, 2026, totaling $159.8M. The pattern reflects ongoing systematic rebalancing, not a bearish signal.

Netflix CFO Spencer Neumann sold 57,260 shares for $5.47 million on February 27, 2026, executing a pre-scheduled trading plan adopted in October 2025. The sales came after Netflix's strong Q4 earnings beat and stock surge.

Lisa Su, AMD's Chair, President & CEO, executed a coordinated multi-tranche sale of 128,000 shares on December 10-11, 2025, netting $28.2M. The pattern suggests execution of a pre-arranged 10b5-1 trading plan.