Insider filings this month paint a split picture. Heavy selling dominates the headlines, but Bill Gates is quietly going the other way.
Gates Keeps Buying Waste
Gates filed on May 18 that he added more than $85M worth of RSG (Republic Services) shares across several tranches at prices around $207–$215. He bought in four separate blocks, all on May 14–15 and again on May 18. The pattern suggests a deliberate accumulation — not a one-off.
The Sellers Are Moving Fast
CVS saw hedge fund board member Larry Robbins file the exit of over $296M in shares across three days in late May. The sales came in at roughly $93–$94 per share.
Ralph Lauren himself filed a sale of nearly $100M in RL stock on May 28. He sold 263,654 shares at $378.25. The Walton Family Trust filed three separate WMT sell tranches totalling over $251M.
CRWV director Jack Cogen filed the sale of over $70M in CoreWeave shares in two trades on May 26 and 28, at prices between $105 and $108.
Cluster Buy at GeneDx
WGS saw two separate institutional insiders file coordinated purchases. Casdin Capital and Corvex Management together reported buying over $28M worth of GeneDx shares in mid-to-late May — a rare two-firm cluster that often signals shared conviction in a recovery.
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.
