Insider filings landed this week with a striking split: defence executives buying at record prices while US tech founders quietly dumped hundreds of millions.
RHM CEO Armin Papperger filed on June 2 that he spent $5.8M buying 4,000 shares at €1,250 on June 1. He's the third Rheinmetall insider to buy in May. The company's COO and supervisory board chair also picked up shares recently. That's a clear cluster of buying at elevated levels.
The contrast in the US is stark. MPWR CEO Michael Hsing filed 13 separate sales on May 18, totalling $59.3M. His EVP Deming Xiao added another $49.6M in sales. Across all insiders, Monolithic Power saw over $150M in combined filings last month.
TWLO saw a board-level hedge fund exit $184M worth of stock on May 27 — a single-day sale of one million shares at $184.14.
The Walton family kept trimming WMT, with three separate sales totalling over $251M filed on May 26.
On the buy side, TGT CEO Brian Cornell sold $6.4M on May 27. founder Ralph Lauren also filed a $99.7M sale — 263,654 shares at $378.25.
Defence is being bought. US tech and retail insiders are selling.
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.
