The insider buy ratio right now is kind of wild. What’s your read on this?
I was digging through recent Form 4 filings this week, expecting to see the usual routine tax-harvesting and scheduled executive sell-offs. Instead, the numbers tell a totally different story.
Over the last couple of quarters, insider buying across a few key sectors is heavily outstripping insider selling. We’re talking direct open-market purchases by C-suite executives—using their own cash, not just exercising options. Meanwhile, actual insider selling has almost dried up.
Executives sell stock for a million reasons—divorce, buying a house, portfolio diversification. But they generally only buy for one.
When leadership is actively locking up their own capital while the broader market seems distracted by short-term noise, it usually means they see a massive disconnect between the stock price and actual operations.
Are you guys tracking these buy/sell ratios right now, or do you view insider cluster buying as a lagging indicator? Would love to hear how the community is interpreting this shift.