Weekly Insider Trading Report

Period: March 1, 2026 - March 8, 2026

Executive Summary

• Overall Activity: There were 214 insider buys totaling $102.44 million and 591 sells amounting to $1.00 billion, yielding a buy/sell ratio of 0.36.
• Dominant Sells: The largest sell transaction was executed by David Zaslav of WBD, totaling $113.16 million, indicating a significant divestment by an executive.
• Significant Buys: Abu Dhabi Investment Authority led the buy transactions with a purchase of $25.92 million, demonstrating strong confidence in the underlying asset.
• Market Dynamics: The high volume of insider selling compared to buying could reflect bearish sentiment among executives regarding future market conditions.
• Overall Sentiment: The combination of substantial insider selling and selective buying may suggest caution in the market as insiders react to both internal and external economic signals.

Top Conviction Buys

• Abu Dhabi Investment Authority

  • Transaction Date: March 4, 2026
  • Total Value: $25,921,657.95
  • Shares: 1,049,974.196
  • Price per Share: $24.6879
  • Transaction Type: Buy
  • 10b5-1 Plan: No

• AFEYAN NOUBAR (GENB)

  • Transaction Date: March 2, 2026
  • Total Value: $25,000,000.00
  • Shares: 1,562,500.000
  • Price per Share: $16.0000
  • Transaction Type: Buy
  • 10b5-1 Plan: No

• Apollo Principal Holdings B, L.P.

  • Transaction Date: March 2, 2026
  • Total Value: $17,499,991.73
  • Shares: 625,815.500
  • Price per Share: $27.9635
  • Transaction Type: Buy
  • 10b5-1 Plan: No

• Sprott Eric (HYMC)

  • Transaction Date: March 4, 2026
  • Total Value: $4,758,000.00
  • Shares: 100,000.000
  • Price per Share: $47.5800
  • Transaction Type: Buy
  • 10b5-1 Plan: No

• Mateen Justin (ABTC)

  • Transaction Date: March 3, 2026
  • Total Value: $1,854,000.00
  • Shares: 1,800,000.000
  • Price per Share: $1.0300
  • Transaction Type: Buy
  • 10b5-1 Plan: No

Risk Radar

• David Zaslav (WBD)

  • Transaction Date: March 3, 2026
  • Total Value: $113,157,250.74
  • Shares: 4,004,149.000
  • Price per Share: $28.2600
  • Transaction Type: Sell

• Peter Thiel (PLTR)

  • Multiple Transactions on March 2, 2026
    • Total Value of Sells: $104,683,995.89 + $71,430,014.45 + $60,426,622.65 + $31,926,993.46
    • Reflects a total of over $268 million in divestment, indicating a potential downturn in sentiment towards the company's future performance.

• James Quincey (KO)

  • Multiple Transactions on March 3, 2026
    • Total Value of Sells: $19,784,750.00 (twice)
    • Indicates a substantial divestment by a key executive, which may signal underlying concerns regarding the company's performance.

Market Sentiment Analysis

The overall market sentiment appears to be cautious, as reflected by the significantly higher volume of insider selling compared to buying. The buy/sell ratio of 0.36 highlights a prevailing trend where executives are more inclined to liquidate positions rather than accumulate shares. The notable transactions by high-profile insiders like David Zaslav and Peter Thiel could suggest a bearish outlook on their respective companies, which may influence broader market perceptions.

Investment Opportunities

• GENB and HYMC: The substantial insider buys in these companies, particularly from influential figures, may present opportunities for investors looking to align with bullish sentiment.
• ABTC: The high volume of shares purchased by Mateen Justin at a low price could signal a potential rebound, making it a candidate for speculative investment.
• FOUR: The consistent buying activity from Isaacman Jared indicates a strong belief in the company's growth prospects, suggesting potential for future appreciation.

In conclusion, while the week featured notable insider buying, the overwhelming volume of selling signals caution. Investors should remain vigilant and consider the insights provided by insider trading patterns when making investment decisions.