The Money Mediary – Weekly Recap March 14th

This Week's Top Insider Moves That Matter

This week, the sell side was dominated by massive liquidation events, with some key insiders making sharp exits. Meanwhile, on the buy side, a handful of deep-pocketed investors are doubling down on their convictions in industries ranging from banking to biotech.

Market sentiment is split—some insiders are running for the exits, while others see opportunity in the rubble. The key question: Are these moves driven by valuations peaking, or are we seeing the earliest signs of a sectoral rotation?

Let’s dive in.

Biggest Insider Sells

🔻 Primo Brands Corp (PRMB) – A $1.5 Billion Cash Out

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

• What They Sold: 51.75M shares at $29.50

• Total Value: $1.53B

• Why It Matters: When an insider dumps over $1.5 billion in stock, it’s worth paying attention. This wasn’t a routine sale—it was a full-on exit, with both the firm and its director trimming a massive chunk of their holdings. Could be a sign of market saturation for PRMB.

💻 Intuit Inc. $INTU ( ▲ 1.51% ) – Founder Takes $43M Off the Table

• Who’s Selling? Scott D. Cook (Founder)

• What They Sold: 75,000 shares at $583.62

• Total Value: $43.77M

• Why It Matters: Intuit has been a monster in the software space, but Cook’s sell-off raises the question—does he see slowing growth ahead, or is this just estate planning?

🏠 Airbnb $ABNB ( ▲ 0.66% ) – Co-Founder Joseph Gebbia Sells 50% of His Stake

• Who’s Selling? Joseph Gebbia (Director, 10% owner)

• What They Sold: 214,285 shares at $126.80

• Total Value: $27.17M

• Why It Matters: Gebbia is no stranger to selling chunks of his Airbnb holdings, but this one cut his position in half. With Airbnb stock near its recent highs, insiders might be signaling a cooling-off period ahead.

🚀 IonQ $IONQ ( ▲ 1.8% ) – Exec Chair Dumps 83%

• Who’s Selling? Peter Hume Chapman (Executive Chair)

• What They Sold: 2M shares at $18.72

• Total Value: $37.45M

• Why It Matters: Quantum computing is hot, but when an exec chair slashes their stake by 83%, you have to wonder if the hype train is nearing its last stop.

Biggest Insider Buys

🛢 Cvr Energy Inc. $CVI ( ▲ 0.6% ) – Carl Icahn Stays Aggressive in Energy

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

• What They Bought: 295,221 shares at $18.07

• Total Investment: $5.3M

• Why It Matters: Carl Icahn isn’t known for making small, passive investments. When he adds to his energy holdings, it’s a strong signal that he expects a big move in the sector.

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📊 Vireo Growth Inc. $VREOF ( ▲ 4.88% ) – Private Equity Firm Bets $20M on a Penny Stock

• Who’s Buying? Chicago Atlantic Credit Opportunities, LLC (10% owner)

• What They Bought: 32.2M shares at $0.62

• Total Investment: $20M

• Why It Matters: Buying at rock-bottom prices can mean one of two things: either they know something we don’t, or they’re trying to catch a falling knife. Either way, it’s a bold bet.

🛍️ Victoria’s Secret $VSCO ( ▼ 0.16% ) – 10% Owner Adds $17M to the Cart

• Who’s Buying? BBRC International Pte Ltd (10% owner)

• What They Bought: 1.02M shares at $16.95

• Total Investment: $17.3M

• Why It Matters: Retail has been shaky, but this buy suggests at least one big investor sees upside potential.

🧪 Zymeworks $ZYME ( ▲ 0.4% ) – Biotech Insiders Accumulate $13M in Shares

• Who’s Buying? Ecor1 Capital, LLC (10% owner)

• What They Bought: 1.08M shares at $12.13

• Total Investment: $13.1M

• Why It Matters: Biotech is notoriously volatile, but when insiders commit this heavily, it often precedes major news.

💰 Weekly Trade Performance Recap

This week, the best-performing trades were a mix of speculative plays and high-conviction bets, proving that both risk-taking and steady strategy paid off in different sectors.

🚀 Digital Turbine $APPS ( ▲ 0.3% ) +19.22% Gain

• Entry Price: $2.81 → Sale Price: $3.35

• Trade Type: 🎲 Speculative Play

• Takeaway: A strong short-term breakout fueled by sector momentum.

📈 Venture Global $VG ( ▼ 0.92% ) +10.75% Gain

• Entry Price: $9.67 → Sale Price: $10.71

• Trade Type: 📈 Solid Opportunity

• Takeaway: Energy sector plays are heating up, and insiders are leading the way.

🏛 Sinclair Inc. $SBGI ( ▲ 1.44% ) +7.61% Gain

• Entry Price: $13.80 → Sale Price: $14.85

• Trade Type: 📈 Solid Opportunity

• Takeaway: Media stocks remain resilient amid shifting industry trends.

🏦 LendingTree $TREE ( ▲ 0.02% ) +5.80% Gain

• Entry Price: $46.54 → Sale Price: $49.24

• Trade Type: 📈 Solid Opportunity

• Takeaway: A steady upward move signals investor confidence in fintech.

🔬 SmartRent $SMRT ( ▼ 0.18% ) +5.36% Gain

• Entry Price: $1.12 → Sale Price: $1.18

• Trade Type: 🎲 Speculative Play

• Takeaway: Real estate tech remains volatile, but insiders see value.

Key Takeaways This Week

• Speculative Plays Are Paying Off – The highest-gaining trades were on smaller-cap, volatile stocks, proving that calculated risk-taking still yields results.

• Energy & Infrastructure Remain Strong – Insider buying in CVI and VG aligns with the solid performance of energy stocks this week.

• Growth Stocks Are Facing Resistance – Tech insiders like those at Intuit and IonQ are selling, suggesting that some valuations might be ahead of fundamentals.

• Financial & Fintech Names Are Gaining Favor – Buys in TREE and Sinclair Inc. reflect a sector-wide shift toward more stable long-term plays.

• Watch Insider Conviction – High-conviction trades tend to outperform. If insiders aren’t buying, ask yourself: Why should you?