AI Insider Alert: $20M on the Table

Today's Top Insider Moves That Matter

Today was a tale of two markets.

On the surface, tech surged, semiconductors roared, software bounced, and consumer discretionary found fresh momentum. It was a green sea across growth names. Meanwhile, healthcare bled red, staples softened, and telecoms couldn’t get out of neutral.

But insiders? They weren’t chasing the rally, they were preparing for what’s next.

Notably absent were tech executives, who seemed content to let their stocks run. Instead, the real action came where the market wasn’t looking. A $20M debut buy in AI infrastructure. A fund doubling down on a consumer name no one’s talking about. A CFO going all-in on a microcap. Energy and industrial insiders quietly added while the headlines stayed elsewhere.

Let’s break down the trades that actually matter.

Biggest Insider Sales

🏢 Primo Brands Corp (PRMB) – $1.6B Dump from 10% Owner Group

• Who’s Selling? Orcp III De Topco GP, LLC (10% owner) and Tony W. Lee (Director, 10%)

• What They Sold: 50.7M shares at $31.67

• Total Value: $1.6B

• Why It Matters: This is easily the biggest insider sale we've seen all month, shedding nearly a third of their holdings.

💳 Toast Inc. $TOST ( ▲ 2.54% ) – President Cuts Stake by 23%

• Who’s Selling? Stephen Fredette (President)

• What They Sold: 896K shares at $41.60

• Total Value: $37.3M

• Why It Matters: The President of Toast isn’t nibbling here; he’s offloading nearly a quarter of his shares. Notably, this comes just as the stock has been clawing its way back from its 2023 lows.

⚡ Eaton Corp $ETN ( ▲ 2.69% ) – Large Trim from the Top

• Who’s Selling? Craig Arnold (See Remarks)

• What They Sold: 103K shares at $322.76

• Total Value: $33.4M

• Why It Matters: Eaton’s top brass reducing exposure amid strong industrial tailwinds might suggest they think the peak is in, or at least priced in.

🏠 Goosehead Insurance $GSHD ( ▲ 0.17% ) – Founder Trust Scales Back

• Who’s Selling? Mark & Robyn Jones Descendants Trust 2014 (10% owner group)

• What They Sold: 161K shares at $104.90

• Total Value: $16.9M

• Why It Matters: Only a 2% drop in ownership, but any large move from a founding trust is worth noting, especially after a strong YTD run in insurance stocks.

A billion-dollar private equity exit, a sharp trim in fintech, and scaled-back stakes in two high-performers, it’s clear that insiders are locking in profits, not doubling down. Are they seeing market tops across sectors?

Next, we turn to the buyers—the bold insiders betting that the rally still has legs. Let’s dig into today’s biggest purchases.

*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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