The past two weeks have seen some striking insider activity across US stocks. Bill Gates has been the most visible buyer. He filed purchases totalling over $100M in RSG (Republic Services) between May 11–13. The waste management giant has become one of Gates' highest-conviction positions.
Private equity firm General Atlantic has been relentlessly accumulating ALKT (Alkami Technology). Filings show they bought roughly $67.6M worth of shares across 10 separate transactions from May 4–14. That kind of sustained, repeated buying is a clear vote of confidence in the banking software company.
At SRAD (Sportradar), the CEO and four other insiders all filed purchases in the same week. Founder and CEO Carsten Koerl alone picked up nearly $6.7M in shares. When a founder buys alongside directors, it often signals the stock looks cheap relative to fundamentals.
On the sell side, TWLO (Twilio) director Andy Stafman filed a $130.6M sale on May 12. That is the single largest individual insider sale disclosed this fortnight. Stafman sold 675,000 shares at around $193 each.
POOL (Pool Corporation) also saw four directors file purchases last week, adding over $4M combined — a coordinated show of confidence.
This is not financial advice.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
