Carl Icahn Keeps Buying CVR as Energy Holds

Today's Top Insider Moves That Matter

Markets chopped sideways today as defensive sectors like healthcare, consumer staples, and utilities cooled off, while select corners of tech, energy, and entertainment led on modest strength. Semiconductors rallied, helping offset red across communication services and consumer cyclicals—where internet retail and home improvement dragged.

Against this backdrop, insider activity sent a loud message: conviction is stacking in cyclical and industrial names. We saw high-conviction buying in construction and housing-adjacent plays, with coordinated cluster moves adding weight. Meanwhile, big tech and growth sectors—already trading near highs—saw insiders hitting the sell button.

The takeaway? While markets grind through rotation, insiders are already positioning for what’s next. Energy accumulators doubled down, construction execs showed synchronized confidence, and a housing underdog drew repeat institutional fire.

Biggest Insider Sales

🛩️ TransDigm Group $TDG ( ▲ 0.74% ) – CEO Offloads $26.6M

• Who’s Selling? Kevin Stein (President & CEO)

• What He Sold: 20,000 shares at $1,329.61

• Total Value: $26.6M

• Why It Matters: With only 8,158 shares left, this was a 71% reduction—hardly a routine trim. It’s a sizable move from the top brass of one of aerospace’s priciest players.

🏗️ TransDigm Group $TDG ( ▲ 0.74% ) – Director Sells Another $7.4M

• Who’s Selling? W. Nicholas Howley (Director)

• What He Sold: 5,472 shares at $1,346.30

• Total Value: $7.4M

• Why It Matters: Howley’s 20% stake cut shows this wasn’t just housekeeping. Combined with Stein’s sale, this starts to look like a coordinated cash-out at all-time highs.

🛞 Copart Inc $CPRT ( ▼ 1.73% ) – Director Exits Entire Stake

• Who’s Selling? Steven Cohan (Director)

• What He Sold: 100,000 shares at $60.01

• Total Value: $6.0M

• Why It Matters: Cohan went from six figures to zero overnight—a full liquidation that signals a possible shift in sentiment for the vehicle auction platform.

📶 Broadcom Inc $AVGO ( ▲ 2.21% ) – Legal Chief Unloads $4.5M

• Who’s Selling? Mark David Brazeal (Chief Legal Officer)

• What He Sold: 25,000 shares at $180.00

• Total Value: $4.5M

• Why It Matters: Still holding nearly half a million shares, but a $4.5M move from a C-suite executive is worth watching—especially in a stock trading near highs.

🖥️ Jabil Inc $JBL ( ▲ 0.54% ) – Exec Chair Banks $2.6M

• Who’s Selling? Mark Mondello (Executive Chairman of the Board)

• What He Sold: 20,000 shares at $131.56

• Total Value: $2.6M

• Why It Matters: While only a 1% reduction in holdings, the sheer scale makes this sale notable. Not a red flag, but not nothing either.

While tech and industrial leaders took some serious chips off the table, others were quietly loading up.

Let’s pivot to the day’s biggest insider purchases—where conviction is a little easier to spot.

To unlock insider purchases and cluster buy alerts, upgrade to Access+.These sections show you where executives are buying, not just selling — that’s where the real edge is.

Already a paying subscriber? Sign In.

Access+ gives you full, daily access to:

• • Insider Purchase Highlights – Follow the money: execs buying their own stock
• • Cluster Buy Alerts – See when multiple insiders load up at once (a strong alpha signal)
• • Friday Deep Dive & Recap – One company, fully dissected. Who’s buying, why it matters, and what to watch next
• • Full Daily Breakdown – Premium insider trade data every weekday — no fluff, just signals that matter
• • Full Archive Access – Every edition, always unlocked
• • What’s one smart trade worth to you? Access+ is $1.63/day