Fresh filings reveal a sharp split in insider conviction. Selling dominated the headlines, but coordinated buying at SHAK and NCLH tells a different story.
INFQ — Infleqtion — saw two board-level insiders dump over $367M in stock last week. Maverick Capital, a hedge fund director, sold 11.9 million shares worth $186M on May 21–22. Director David Singer filed separately, offloading another $181M across the same two days. Both filings hit the SEC on May 26–27. That's a striking exit from a quantum computing name that has drawn buzz this year.
Meanwhile, a board-linked fund at TWLO sold $184M of Twilio stock on May 27 — 1 million shares at $184.14 each — filed the same day.
Five SHAK insiders bought stock on the same day — May 15 — including founder and chairman Danny Meyer ($2M) and CEO Rob Lynch ($302K). Filings landed May 18. That kind of coordinated buying is rare and typically signals confidence ahead of a catalyst.
NCLH CEO John Chidsey bought $2.5M in Norwegian Cruise Line shares on May 22 at $16.37. Three other directors also bought that week. The cluster filing — reported May 26 — comes as cruise stocks trade well below 2021 highs.
Bill Gates kept adding to his RSG stake, buying over $80M in Republic Services shares across May 14–15.
This is not financial advice.
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