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June 12, 2025

Today's Top Insider Moves That Matter

On the surface, it looked like just another sideways session, tech in the green, industrials in the red. Semiconductors and software infrastructure kept the broader indexes afloat, but auto, telecom, and defense stocks weighed heavy. Under the hood, it was a market trying to sort strength from speculation.

Insiders? They’ve already made up their minds.

We saw aggressive selling from tech executives who appear to be cashing in while valuations are rich. But elsewhere, the tape was loud with conviction. Energy and materials insiders added exposure, while one construction firm saw over $50M bought across three insiders in a single day. And in the bond market? The smartest funds in the room are scooping up muni funds like they know something the Fed doesn’t.

It’s not about where the market’s going, it’s about who’s moving before it gets there. Let’s get into it.

Biggest Insider Sales

📊 Clearwater Analytics $CWAN ( ▼ 1.21% ) – $340M Exit from Private Equity Giant

  • Who’s Selling? WCAS XIII Carbon Analytics L.P. (10% Owner)

  • What They Sold: 14,137,500 shares at $24.07

  • Total Value: $340.3M

  • Why It Matters: A stunning 75% reduction in ownership. This isn't trimming, it's a strategic retreat from a long-term backer.

🧰 AutoZone $AZO ( ▲ 0.68% ) – Chairman Cashes Out $102M

  • Who’s Selling? William Rhodes III (Executive Chairman)

  • What They Sold: 27,500 shares at $3,708.93

  • Total Value: $102M

  • Why It Matters: Shedding 72% of his holdings, Rhodes is stepping back in a big way just as the stock trades near record highs.

🛫 TransDigm Group $TDG ( ▲ 0.44% ) – Director Banks $65M

  • Who’s Selling? Robert Small (Director)

  • What They Sold: 45,700 shares at $1,425.01

  • Total Value: $65.1M

  • Why It Matters: While only a 7% reduction, the dollar size and timing, following strong aerospace tailwinds, warrant close attention.

🔐 Palantir Technologies $PLTR ( ▼ 0.88% ) – Exec Cuts $53M

  • Who’s Selling? Shyam Sankar (See Remarks)

  • What They Sold: 405,000 shares at $132.08

  • Total Value: $53.5M

  • Why It Matters: With a 22% personal stake cut, Sankar is signaling caution at a time when AI narratives are fueling speculative gains.

🧪 BioLife Solutions $BLFS ( ▼ 1.85% ) – PE Firm Trims $23.8M

  • Who’s Selling? Casdin Partners Master Fund L.P. (10% Owner)

  • What They Sold: 1,000,000 shares at $23.80

  • Total Value: $23.8M

  • Why It Matters: A sharp 11% drawdown from a biotech-focused fund hints at waning conviction or a rotation into other plays.

From mega-caps to mid-tier growth names, today’s theme is clear: insiders are taking risk off the table. But where they’re selling, others are doubling down. Let’s shift to today’s biggest insider buys.

*Money Mediary is for informational purposes only and should not be considered financial, investment, or legal advice. We analyze publicly available insider trading data to provide insights, but we do not recommend or endorse any specific securities, strategies, or investments. All trading decisions are made at your own risk.

Insider transactions reported in SEC Form 4 filings do not guarantee future stock performance. Past insider activity does not predict future market movements. Always conduct your own research or consult with a licensed financial professional before making investment decisions.

Money Mediary is not affiliated with the SEC, any financial institution, or any insider whose trades are reported. We make no guarantees about the accuracy, completeness, or timeliness of the data presented.

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