Insiders selling into strength
What it meansThe newsletter's risk reading: a senior insider choosing to sell a large amount after a strong run, outside any plan fixed months earlier. Insiders sell for many reasons (a house, taxes, spreading their savings), so one sale says less than several, and each line is a question to look into.
79trades by 51 insiders at 35 companies
| Company | Insider | Traded | Value | Price, three months before | From its one-year high | Filing |
|---|---|---|---|---|---|---|
| Cheesecake Factory Inc. CAKE | Gordon David MPresident | Sold 10 August 2026 | $3.5 million | +81.8% | at the high | Form 4 |
| Cheesecake Factory Inc. CAKE | Overton DavidChairman AND C.E.O. | Sold 5 August 2026 | $10.0 million | +73.7% | at the high | Form 4 |
| CrowdStrike Holdings, Inc. CRWD | Podbere Burt W.Chief Financial Officer | Sold 3 August 2026 | $1.5 million | +72.7% | -3.9% | Form 4 |
| PBF Energy Inc. PBF | Davis Paul TSenior Vice President | Sold 12 August 2026 | $4.5 million | +71.9% | -3.8% | Form 4 |
| PBF Energy Inc. PBF | Lucey Matthew C.CEO & President | Sold 14 August 2026 | $10.5 million | +69.9% | -3.4% | Form 4 |
| Life Time Group Holdings, Inc. LTH | Weaver ErikEVP & Chief Financial Officer | Sold 31 July 2026 | $2.1 million | +69.1% | at the high | Form 4 |
| Life Time Group Holdings, Inc. LTH | Javaheri ParhamEVP &President CLUB Operations | Sold 31 July 2026 | $2.8 million | +69.1% | at the high | Form 4 |
| Life Time Group Holdings, Inc. LTH | Akradi BahramFounder & CEO | Sold 31 July 2026 | $19.7 million | +69.1% | at the high | Form 4 |
| Agilysys Inc. AGYS | Srinivasan RameshPresident & CEO | Sold 5 August 2026 | $7.3 million | +61.5% | -21.5% | Form 4 |
| Cheesecake Factory Inc. CAKE | Clark Matthew EliotEXEC VP, CFO | Sold 30 July 2026 | $6.8 million | +61.1% | at the high | Form 4 |
| Tenet Healthcare Corp. THC | Sutaria SaumyaCEO | Sold 24 August 2026 | $13.9 million | +60.3% | at the high | Form 4 |
| CoreCivic, Inc. CXW | Garfinkle DavidEVP & Chief Financial Officer | Sold 17 August 2026 | $1.7 million | +59.8% | at the high | Form 4 |
| Phillips 66 PSX | Mandell BrianExecutive Vice President | Sold 16 September 2026 | $6.2 million | +58.3% | at the high | Form 4 |
| CoreCivic, Inc. CXW | Garfinkle DavidEVP & Chief Financial Officer | Sold 21 August 2026 | $1.7 million | +58.2% | at the high | Form 4 |
| Tenet Healthcare Corp. THC | Sutaria SaumyaCEO | Sold 25 August 2026 | $13.7 million | +54.1% | -3.2% | Form 4 |
| Agilysys Inc. AGYS | Srinivasan RameshPresident & CEO | Sold 7 August 2026 | $2.7 million | +51.7% | -23.1% | Form 4 |
| PBF Energy Inc. PBF | Fedena James E.Senior Vice President | Sold 3 August 2026 | $1.8 million | +49.1% | -7.1% | Form 4 |
| PBF Energy Inc. PBF | Lucey Matthew C.CEO & President | Sold 3 August 2026 | $16.2 million | +49.1% | -7.1% | Form 4 |
| PBF Energy Inc. PBF | Ho Tai WendySenior Vice President, HR | Sold 3 August 2026 | $2.1 million | +49.1% | -7.1% | Form 4 |
| CrowdStrike Holdings, Inc. CRWD | Sentonas MichaelPresident | Sold 21 September 2026 | $11.6 million | +47.7% | at the high | Form 4 |
| CrowdStrike Holdings, Inc. CRWD | Podbere Burt W.Chief Financial Officer | Sold 21 September 2026 | $8.1 million | +47.7% | at the high | Form 4 |
| PAR Pacific Holdings, Inc. PARR | Monteleone WilliamPresident and CEO | Sold 3 September 2026 | $2.2 million | +47.6% | -4.7% | Form 4 |
| Agilysys Inc. AGYS | Srinivasan RameshPresident & CEO | Sold 6 August 2026 | $11.3 million | +47.5% | -23.8% | Form 4 |
| Q2 Holdings, Inc. QTWO | Price JonathanChief Financial Officer | Sold 13 August 2026 | $5.1 million | +46.9% | -21.4% | Form 4 |
| UFP Technologies Inc. UFPT | Bailly R JeffreyExecutive Chairman | Sold 10 August 2026 | $4.1 million | +46.4% | -2.9% | Form 4 |
| Nutanix, Inc. NTNX | Maner TarkanPresident and CCO | Sold 24 September 2026 | $4.8 million | +46.1% | -11.1% | Form 4 |
| Materion Corp. MTRN | Vijayvargiya Jugal K.President and CEO | Sold 7 August 2026 | $7.1 million | +45.5% | -2.5% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 26 August 2026 | $2.5 million | +44.6% | at the high | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 10 August 2026 | $3.3 million | +44.4% | -2.9% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 11 August 2026 | $10.7 million | +44.2% | -2.4% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 19 August 2026 | $9.5 million | +44.2% | at the high | Form 4 |
| Dell Technologies Inc. DELL | Kennedy David AlanChief Financial Officer | Sold 17 September 2026 | $14.0 million | +43.7% | at the high | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 21 August 2026 | $8.7 million | +43.4% | at the high | Form 4 |
| Dell Technologies Inc. DELL | Trizzino PeterPresident, Global Sales | Sold 11 September 2026 | $21.1 million | +43.4% | at the high | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 24 August 2026 | $1.2 million | +43.3% | at the high | Form 4 |
| PBF Energy Inc. PBF | Davis Paul TSenior Vice President | Sold 4 August 2026 | $5.0 million | +42.6% | -9.9% | Form 4 |
| Medpace Holdings, Inc. MEDP | Brady Kevin M.CFO & Treasurer | Sold 20 August 2026 | $2.1 million | +42.4% | at the high | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 20 August 2026 | $16.8 million | +42.4% | at the high | Form 4 |
| Bill Holdings, Inc. BILL | Lacerte Rene A.CEO | Sold 3 September 2026 | $2.1 million | +41.4% | -9.7% | Form 4 |
| UFP Technologies Inc. UFPT | Bailly R JeffreyExecutive Chairman | Sold 6 August 2026 | $3.4 million | +40.9% | -6.9% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 12 August 2026 | $6.8 million | +40.9% | -3.8% | Form 4 |
| PAR Pacific Holdings, Inc. PARR | Monteleone WilliamPresident and CEO | Sold 2 September 2026 | $3.3 million | +40.2% | -6.8% | Form 4 |
| Mohawk Industries Inc. MHK | Lorberbaum Jeffrey SChief Executive Officer | Sold 3 August 2026 | $7.8 million | +40.1% | -4.8% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 27 July 2026 | $2.2 million | +39.9% | -5.0% | Form 4 |
| Twilio Inc. TWLO | Viggiano AidanChief Financial Officer | Sold 30 September 2026 | $2.7 million | +39.8% | -2.4% | Form 4 |
| Twilio Inc. TWLO | Shipchandler KhozemaChief Executive Officer | Sold 30 September 2026 | $4.1 million | +39.8% | -2.4% | Form 4 |
| DoorDash, Inc. DASH | Adarkar PrabirPresident AND COO | Sold 20 August 2026 | $3.8 million | +39.6% | -21.1% | Form 4 |
| DoorDash, Inc. DASH | Inukonda RaviChief Financial Officer | Sold 20 August 2026 | $4.3 million | +39.6% | -21.1% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 28 July 2026 | $2.1 million | +39.4% | -8.0% | Form 4 |
| Bill Holdings, Inc. BILL | Lacerte Rene A.CEO | Sold 2 September 2026 | $10.4 million | +38.5% | -13.4% | Form 4 |
| Crocs, Inc. CROX | Rees AndrewChief Executive Officer | Sold 10 August 2026 | $2.6 million | +37.6% | -2.1% | Form 4 |
| Skywest Inc. SKYW | Childs Russell APresident & CEO | Sold 28 July 2026 | $5.7 million | +37.3% | -8.1% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 21 September 2026 | $13.6 million | +37.0% | at the high | Form 4 |
| United Airlines Holdings, Inc. UAL | Hart Brett JPresident | Sold 28 July 2026 | $3.6 million | +36.9% | -9.1% | Form 4 |
| Skywest Inc. SKYW | Simmons Robert JChief Financial Officer | Sold 29 July 2026 | $2.8 million | +36.2% | -11.4% | Form 4 |
| UFP Technologies Inc. UFPT | Bailly R JeffreyExecutive Chairman | Sold 7 August 2026 | $1.6 million | +36.2% | -6.2% | Form 4 |
| Chefs' Warehouse, Inc. CHEF | Pappas ChristopherPresident and CEO | Sold 14 August 2026 | $11.0 million | +35.8% | -5.4% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 16 September 2026 | $5.4 million | +34.9% | at the high | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 15 September 2026 | $9.9 million | +34.4% | at the high | Form 4 |
| Guidewire Software, Inc. GWRE | Mullen John PPresident | Sold 17 September 2026 | $5.7 million | +34.4% | -43.0% | Form 4 |
| Integer Holdings Corp. ITGR | Senn AndrewPresident, Growth & Innovation | Sold 8 September 2026 | $1.2 million | +34.1% | at the high | Form 4 |
| Abbott Laboratories ABT | Ford Robert BChairman AND CEO | Sold 25 August 2026 | $46.2 million | +34.0% | -15.0% | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 17 September 2026 | $6.7 million | +33.7% | at the high | Form 4 |
| Glaukos Corp. GKOS | Gilliam Joseph EPresident & COO | Sold 11 August 2026 | $10.8 million | +33.5% | at the high | Form 4 |
| Medpace Holdings, Inc. MEDP | Troendle August J.President & CEO | Sold 22 September 2026 | $30.8 million | +33.1% | at the high | Form 4 |
| PC Connection Inc. CNXN | McGrath Timothy JPresident & CEO | Sold 4 August 2026 | $1.2 million | +32.8% | at the high | Form 4 |
| SL Green Realty Corp. SLG | Sitomer HarrisonPresident & CIO | Sold 21 August 2026 | $1.3 million | +32.8% | -12.5% | Form 4 |
| PC Connection Inc. CNXN | McGrath Timothy JPresident & CEO | Sold 3 August 2026 | $3.1 million | +32.6% | at the high | Form 4 |
| Roivant Sciences Ltd. ROIV | Sukhatme MayukhPresident & CIO | Sold 18 August 2026 | $5.0 million | +32.5% | at the high | Form 4 |
| Kontoor Brands, Inc. KTB | Baxter Scott HChairman and CEO | Sold 13 August 2026 | $15.4 million | +32.0% | -4.7% | Form 4 |
| Crocs, Inc. CROX | Rees AndrewChief Executive Officer | Sold 7 August 2026 | $1.5 million | +31.8% | -3.2% | Form 4 |
| Greif, Inc. GEF | Rosgaard Ole GPresident and CEO | Sold 3 August 2026 | $3.5 million | +31.2% | at the high | Form 4 |
| Greif, Inc. GEF | Hilsheimer Lawrence A.EVP and CFO | Sold 6 August 2026 | $1.8 million | +31.1% | at the high | Form 4 |
| Delta Air Lines, Inc. DAL | Carter Peter WPresident | Sold 4 August 2026 | $3.7 million | +30.9% | at the high | Form 4 |
| Delta Air Lines, Inc. DAL | Bastian Edward HChief Executive Officer | Sold 4 August 2026 | $19.2 million | +30.9% | at the high | Form 4 |
| Arthur J. Gallagher & Co. AJG | Hudson Scott RVice President | Sold 2 September 2026 | $3.2 million | +30.6% | -14.8% | Form 4 |
| J.M. Smucker Co. SJM | Smucker Mark TCEO, Chair of Board | Sold 31 August 2026 | $11.1 million | +30.4% | at the high | Form 4 |
| Greif, Inc. GEF | Hilsheimer Lawrence A.EVP and CFO | Sold 7 August 2026 | $1.9 million | +30.3% | at the high | Form 4 |
| PC Connection Inc. CNXN | Baker Thomas CSr. VP, CFO & Treasurer | Sold 31 July 2026 | $1.7 million | +30.2% | at the high | Form 4 |
How this list is madeA chief executive, finance chief, chair or president sold shares on the open market in the last 90 days, worth $1 million or more, outside a trading plan set in advance, after the price rose 30% or more over the three months before.
One line per insider and day: a filing that splits one trade into several prices is added up.