$90M Middleby Buy Signals Bold Insider Confidence

Today's Top Insider Moves That Matter

Today’s tape was a tug-of-war between hope and hesitation. Growth sectors: tech, consumer discretionary, and communication services flashed green, fueled by strength in semiconductors and infrastructure software. But defensive corners of the market: healthcare, utilities, and energy bled red, hinting that investors may be stepping off the brakes just a bit.

But while Wall Street hesitates, insiders are acting with conviction. Executives aren’t waiting on macro clarity, they’re making bold, calculated bets where the disconnect between price and value feels too wide to ignore. Infrastructure CEOs doubled down. Small-cap REITs saw clustered buying. And one board member spent over $90M in a single stock in just two weeks.

The story? Insiders are rotating into unloved sectors before the crowd. They're not following the trend, they're front-running it. And for investors looking for an edge, this might be the loudest signal we’ve heard all month.

Biggest Insider Sales

🖥️ Semrush Holdings $SEMR ( ▼ 2.13% ) – CTO Logs Off With $25M

• Who’s Selling? Oleg Shchegolev (CTO, 10% owner)

• What They Sold: 2,500,000 shares at $10.01

• Total Value: $25.0M

• Why It Matters: While he still holds a commanding stake north of 37M shares, this is a material trim. For a founder-led tech firm, that kind of size signals more than just portfolio maintenance.

🏦 Chubb Ltd $CB ( ▼ 0.35% ) – President & COO Cashes Out $24.7M

• Who’s Selling? John Keogh (President & COO)

• What They Sold: 85,083 shares at $290.24

• Total Value: $24.7M

• Why It Matters: A near-quarter reduction in personal holdings is no small adjustment, especially for a top executive in the insurance sector where predictability is prized.

💼 Palantir Technologies $PLTR ( ▲ 0.83% ) – Another Big Sale from the C-Suite

• Who’s Selling? Shyam Sankar (COO)

• What They Sold: 167,545 shares at $126.35

• Total Value: $21.2M

• Why It Matters: Sankar’s 10% reduction continues a trend of executive profit-taking at Palantir. One-off or coordinated?

📱 Applovin Corp $APP ( ▲ 0.8% ) – CEO Sells Into Strength

• Who’s Selling? Arash Adam Foroughi (CEO, Chairperson, 10% owner)

• What They Sold: 56,300 shares at $363.64

• Total Value: $20.4M

• Why It Matters: While a modest 2% trim, Foroughi’s sale rides high on strong price momentum. Could be a case of locking in gains near local highs.

📊 ZipRecruiter $ZIP ( ▼ 2.86% ) – VC Firm Slashes Holdings

• Who’s Selling? Institutional Venture Management XV, LLC (10% owner)

• What They Sold: 3,000,000 shares at $5.32

• Total Value: $15.96M

• Why It Matters: A 25% stake reduction by a long-time backer puts pressure on the narrative of long-term conviction.

While sales were concentrated in tech and fintech, several insiders cut meaningful slices of their equity, suggesting caution amid elevated valuations.

Let’s see who’s swimming against the tide with bold 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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