Money Mediary – Weekly Recap March 7th

This Week's Top Insider Moves That Matter

Another week, another set of revealing insider transactions. The big players continue to make decisive moves, signaling where they see opportunity—and where they’re looking to cash out. We saw heavy insider buying in energy, biotech, and infrastructure, while significant selling concentrated in tech and consumer staples. If the smart money’s moves are anything to go by, cyclicals and undervalued plays are in focus, while high-flying tech names may be running out of steam.

Let’s get into this week’s biggest buys and sells.

Biggest Insider Buys

🚀 Owens & Minor $OMI ( ▼ 0.29% ) – Coliseum Capital Goes All In

• Who’s Buying? Coliseum Capital Management, LLC (10% Owner)

• What They Bought: 2,893,412 shares at $9.47

• Total Investment: $27.4M

• Why It Matters: Coliseum Capital clearly believes in OMI’s long-term trajectory, boosting its position by 17%. This is conviction buying at its finest.

💊 Aurinia Pharmaceuticals $AUPH ( ▲ 0.99% ) – Director’s Mega Bet

• Who’s Buying? Kevin Tang (Director)

• What They Bought: 1,600,000 shares at $7.95

• Total Investment: $12.7M

• Why It Matters: A nearly 20% increase in ownership signals strong confidence in the company’s pipeline. AUPH is a biotech worth watching.

🛢 Permian Resources $PR ( ▲ 0.49% ) – Director Doubles Down

• Who’s Buying? William J. Quinn (Director)

• What They Bought: 1,000,000 shares at an average of ~$12.46

• Total Investment: $12.6M

• Why It Matters: A 240% increase in ownership in an oil & gas company? That’s not pocket change—it’s a bold call on energy’s staying power.

🔬 Moderna $MRNA ( ▼ 0.62% ) – CEO Steps In

• Who’s Buying? Stephane Bancel (CEO)

• What They Bought: 160,314 shares at $31.22

• Total Investment: $5M

• Why It Matters: With biotech under pressure, this purchase suggests insider confidence that MRNA is set to rebound.

🏭 CVR Energy $CVI ( ▲ 0.6% ) – Carl Icahn Keeps Stacking

• Who’s Buying? Carl Icahn (10% Owner)

• What They Bought: 377,260 shares at $17.89

• Total Investment: $6.75M

Why It Matters: The activist investor continues his stake-building, signaling that CVI remains undervalued.

Biggest Insider Sells

💻 CCC Intelligent Solutions $CCCS ( ▼ 0.22% ) – Coordinated $433M Sell-Off

• Who’s Selling? Multiple Directors, including Advent International

• What They Sold: 42M shares at $10.33

• Total Value: $433M

• Why It Matters: When multiple insiders dump at once, it’s worth paying attention. A major red flag for CCCS investors.

🔌 Nutanix $NTNX ( ▲ 2.16% ) – Director Dumps $409M

• Who’s Selling? Max Pieter De Groen (Director)

• What They Sold: 5.5M shares at $74.51

• Total Value: $409.8M

• Why It Matters: That’s a huge exit. Tech insiders don’t sell at these levels unless they believe a stock has hit its peak.

🛍 Walmart $WMT ( ▼ 0.78% ) – Walton Family Cashes Out

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

• What They Sold: 3.2M shares at $96.09

• Total Value: $307.5M

• Why It Matters: The Waltons have been systematically selling for years, but another big move suggests WMT may be fully valued.

🏋 Life Time Group $LTH ( ▲ 1.33% ) – Founder & Investors Bail Out

• Who’s Selling? Bahram Akradi (Founder/CEO) + Other Large Holders

• What They Sold: Nearly 32M shares at $30.13

• Total Value: $757M

• Why It Matters: That’s not a rebalance—it’s an exodus. Tread carefully.

🔐 Palo Alto Networks $PANW ( ▲ 1.67% ) – CEO’s $132M Cash Out

• Who’s Selling? Nikesh Arora (CEO)

• What They Sold: 718,449 shares at $184.80

• Total Value: $132M

• Why It Matters: Another big tech insider sale. Is cyber growth slowing, or is Arora just taking profits?

💰 Weekly Trade Performance Recap

Tracking our picks against the market is what separates the smart investors from the lucky ones. Here’s how our top trades performed this week:

📈 THM +23.8% Gain

• Entry Price: $0.50

• Sale Price: $0.619

• Takeaway: A strong breakout in mining stocks paid off handsomely.

🚀 FMC +12.81% Gain

• Entry Price: $36.60

• Sale Price: $41.29

• Takeaway: FMC’s insider confidence played out well in the short term.

🔨 STRL +5.22% Gain

• Entry Price: $122.28

• Sale Price: $128.66

• Takeaway: Infrastructure bets continue to show steady upside.

🍽 BLMN +2.69% Gain

• Entry Price: $8.56

• Sale Price: $8.79

• Takeaway: A modest but positive move—better than sitting on the sidelines.

🏠 WD +1.95% Gain

• Entry Price: $86.01

• Sale Price: $87.69

• Takeaway: Real estate is grinding higher, slow and steady.

Key Takeaways This Week

• Energy & Biotech Are Getting Insider Love – From Permian Resources to Moderna, insiders are betting that these sectors are due for a rebound.

• Tech Insiders Are Cashing Out – Nutanix, Palo Alto Networks, and CCC Intelligent Solutions saw massive sales. Might be time to reconsider those high-flyers.

• Big-Name CEOs Are Putting Skin in the Game – Bancel at Moderna, Icahn in energy, and Tang in biotech. These aren’t small bets.

• If Insiders Aren’t Buying, Why Should You? – The sheer volume of sales in certain names like CCCS and LTH raises red flags.