Tech Insiders Dumped Billions—But Energy Just Lit Up

Today's Top Insider Moves That Matter

Tech tanked. Semis cratered. Growth got smoked. From cloud software to electric vehicles, it was a red tide across the market—and no sector bled harder than big tech and communication services. Defensive names barely held the line, but even consumer staples and financials couldn’t fully escape the selloff.

But here’s where it gets interesting: insiders stood tall. In fact, they leaned in. While tech execs rushed to offload—some dumping nearly entire positions—energy moguls and biotech backers opened their wallets wide. We saw multi-million-dollar conviction buys in sectors the market just trashed. And in consumer names most investors forgot, insiders clustered like something’s brewing.

When markets panic, insiders get surgical. Today’s filings show exactly where the smart money is rotating—whether you’re ready or not. Let’s get into it.

Biggest Insider Sales

🏌️ Acushnet Holdings $GOLF ( ▲ 0.3% ) – $62.5M Tee-Off by 10% Owner

• Who’s Selling? Misto Holdings Corp. (10% Owner)

• What They Sold: 935,907 shares at $66.78

• Total Value: $62.5M

• Why It Matters: One of the largest dollar sales of the day. Misto still holds 30M shares, but this swing hints at de-risking—or a quiet forecast of softer demand ahead.

🏠 Airbnb $ABNB ( ▲ 1.89% ) – Co-Founder Trims $23.3M

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

• What They Sold: 214,285 shares at $108.76

• Total Value: $23.3M

• Why It Matters: Not a full exit, but when founders trim over $20M, it raises questions—especially when the travel trade is back in full swing.

💼 Workday $WDAY ( ▲ 4.59% ) – Duffield Drops 35%

• Who’s Selling? David Duffield (10% Owner)

• What They Sold: 81,275 shares at $214.68

• Total Value: $17.4M

• Why It Matters: This isn’t a token trim—it’s over a third of his holdings. A meaningful offload as AI hype lifts enterprise software valuations.

☁️ Cloudflare $NET ( ▲ 4.65% ) – CEO Nearly Exits With $16M Sale

• Who’s Selling? Matthew Prince (CEO, Board Co-Chair, 10% Owner)

• What They Sold: 154,841 shares at $103.48

• Total Value: $16M

• Why It Matters: Prince now holds just 2,311 shares. This near-total exit should put every growth investor on alert.

🚛 Samsara $IOT ( ▲ 3.76% ) – Coordinated Trim by Two Executives

• Who’s Selling? John Bicket (10% Owner) and Sanjit Biswas (CEO, 10% Owner)

• What They Sold: 330,000 shares total around $34.88

• Total Value: $11.5M

• Why It Matters: When the CEO and a co-founder sell together, it’s rarely random. Insider pairing like this suggests strategic timing.

As tech execs lighten their positions and founders quietly cash out, attention turns to who’s buying. Let’s dive into today’s biggest insider purchases.

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