Big Bet: Insider Loads Up on Homebuilder

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May 20, 2025

Today's Top Insider Moves That Matter

Today’s market was a tale of two Americas. On one side: software, semis, and streaming names bled red as investors trimmed risk in tech and growth. Communication giants and internet retailers didn’t fare much better, caught in a slow-motion correction as sentiment cools. But dig deeper, and there’s a quiet rotation happening.

Industrials, healthcare plans, and biotech showed strength, exactly where insider activity lit up the tape. While Wall Street pulled back from the usual darlings, insiders were stepping into overlooked corners of the market with size and conviction. Housing, micro-cap pharma, and income-generating financials? That’s where the smart money was shopping.

In short, public markets hesitated. Private conviction didn’t. Let’s unpack the insiders who bought the dip and those who cashed in while the sun was still shining.

Biggest Insider Sales

🛍 Savers Value Village $SVV ( ▼ 2.63% ) – Ares Cashes In With $132.5M Sale

  • Who’s Selling? Ares Management LLC (10% Owner)

  • What They Sold: 14,960,000 shares at $8.85

  • Total Value: $132.5M

  • Why It Matters: This isn’t trimming. It’s a full-on exit ramp. With 11% of their stake gone, Ares may be signaling a plateau in thrift retail's recovery rally.

📨 Klaviyo $KVYO ( ▼ 2.94% ) – Summit Slashes Stake by 50%

  • Who’s Selling? Summit Partners L.P. (10% Owner)

  • What They Sold: 4,000,000 shares at $33.00

  • Total Value: $132M

  • Why It Matters: This is a conviction-sized cut. When a top holder halves their position, it raises questions, especially in a high-growth name still finding its post-IPO footing.

🏥 Waystar Holding Corp. $WAY ( ▼ 0.88% ) – Bain and Director Unload $129.5M

  • Who’s Selling? Bain Capital Investors LLC (10% Owner) and Paul Moskowitz (Director)

  • What They Sold: 3,464,090 shares at $37.39

  • Total Value: $129.5M

  • Why It Matters: With both the private equity backer and a director cashing out 16% of holdings, this coordinated move could hint at near-term skepticism.

🛠 Loar Holdings Inc. $LOAR ( ▼ 0.53% ) – Abrams and Allies Exit $113.8M

  • Who’s Selling? David Abrams (Director), Abrams Capital, Alison Bomberg, and Anthony Carpenito

  • What They Sold: Over 2.8M shares across four insiders

  • Total Value: $113.8M combined

  • Why It Matters: When four insiders hit the sell button simultaneously, even with small % reductions, it points to a broader, possibly pre-planned unwind.

💡 Walmart $WMT ( ▼ 1.4% ) – Walton Family Trust Trims $740M

  • Who’s Selling? Walton Family Holdings Trust (10% Owner)

  • What They Sold: 7,563,945 shares at $97.95

  • Total Value: $740.9M

  • Why It Matters: Though routine for the Waltons, the sheer size still grabs attention. These moves can ripple when timed near all-time highs.

Whether they’re trimming or outright exiting, insiders across retail, tech, and private equity are locking in massive gains. But who’s buying while they’re selling? Let’s flip the script and break down the day’s biggest insider 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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