🧠 Weekly Market Commentary

# Insider Trading Insights: A Cautious Outlook for the Week of December 13 to December 20, 2025

This past week, insider trading activity painted a rather precarious picture across multiple sectors, with notable declines in several key areas. The overall sentiment appears to be one of caution as insiders responded to shifting market dynamics.

### Sector Overview

The **Consumer Defensive** sector took a stark hit this week, recording a staggering net outflow of **$144.5 million**. This decline was primarily driven by substantial insider selling within the packaged foods and restaurant industries, where companies like Kraft Heinz saw significant sell-offs. Conversely, the **Basic Materials** sector showed a more favorable net inflow of **$6.3 million**, largely due to robust buying in the coking coal industry, particularly from AMR, indicating some confidence in this sub-sector amid broader market uncertainties.

The **Financial Services** sector also faced challenges, with a net outflow of **$18.1 million**, primarily influenced by declines in regional banking stocks. This trend reflects ongoing concerns regarding the stability of the banking sector, as evidenced by notable insider sales at institutions like East West Bank.

### Notable Industry Activity

Within the **Technology** sector, a staggering **$181.9 million** was recorded in net insider selling, particularly within semiconductor and software industries. This signals a potential reevaluation of growth expectations, especially as companies like NVIDIA and Advanced Micro Devices face headwinds in a rapidly changing landscape. In stark contrast, **Healthcare** saw a net outflow of **$194.4 million**, driven by significant declines in biotechnology, further suggesting a reconsideration of valuations amidst shifting regulatory landscapes.

### Conclusion

As we reflect on this week's data, the overarching theme is one of caution among insiders, particularly in sectors that traditionally drive market sentiment. The significant net outflows in Consumer Defensive and Financial Services highlight potential vulnerabilities in these areas. For investors, understanding these trends could provide critical insights into future market movements. To delve deeper into sector-specific trends and explore more detailed analyses, please visit EmporionX.com.
Generated by EmporionX AI Commentary Engine — powered by OpenAI GPT models. Sat Dec 20 2025 05:00 AM EST

Insider Tradings (2025-12-13 → 2025-12-20)

Net insider activity (Purchases − Sales), grouped by Sector, Industry, and Symbol. Click to expand each level.
Sector Sector NetAmount Industry Industry NetAmount Symbol Symbol NetAmount
Basic Materials +$6,272,114
Coking Coal +$8,964,935
AMR +$8,964,935
Gold +$3,146,441
HYMC +$3,212,000
RGLD -$65,559
Chemicals -$18,650
ORGN -$18,650
Steel -$267,433
MTUS -$267,433
Other Precious Metals & Mining -$5,553,179
HL -$5,553,179
Utilities -$1,653,204
Utilities - Regulated Electric +$104
ED +$104
Utilities - Diversified -$69,151
AVA -$69,151
Utilities - Regulated Gas -$1,584,157
CPK -$1,584,157
Energy -$2,465,192
Oil & Gas E&P +$2,504,193
GTE +$1,423,728
DMLP +$445,216
PROP +$325,047
OXY +$194,900
INR +$111,879
TPL +$3,423
Thermal Coal +$356,576
HNRG +$356,576
Oil & Gas Equipment & Services +$169,869
SEI +$247,464
KLXE +$27,555
DTI -$5,520
OIS -$99,630
Oil & Gas Midstream +$41,611
GLP +$274,950
AM -$87,950
INSW -$145,389
Uranium -$613,470
EU -$56,880
UUUU -$556,590
Oil & Gas Integrated -$707,820
XOM -$707,820
Oil & Gas Drilling -$4,216,151
PTEN -$4,216,151
Communication Services -$13,260,712
Advertising Agencies -$62,901
DLPN +$4,890
CRTO -$67,791
Telecom Services -$248,442
ATEX +$25,068
GSAT -$273,510
Entertainment -$1,344,831
GAIA +$11,925
TKO -$52,436
ROKU -$322,320
IMAX -$982,000
Internet Content & Information -$4,060,600
UPXI +$310,500
PODC +$12,688
NXDR -$86,976
CARS -$153,330
GOOGL -$184,915
YELP -$410,522
SNAP -$553,455
MAX -$899,608
META -$1,042,498
GOOG -$1,052,484
Electronic Gaming & Multimedia -$7,543,938
TTWO -$100,239
EA -$1,775,768
RBLX -$5,667,931
Financial Services -$18,099,624
Asset Management +$1,233,308
ASA +$1,517,545
MXF +$899,514
TPVG +$828,420
ASST +$415,999
GF +$320,861
IGR +$200,880
GRX +$144,220
HQL +$133,755
PFX +$51,191
PCF +$34,820
RCG +$12,009
GOF +$4,998
STK +$3,600
RVT +$2,952
EQH -$328,322
GCMG -$929,408
INV -$2,079,726
Capital Markets +$330,485
BRR +$1,004,260
ABTC +$290,500
SLNH -$1,833
SNEX -$267,490
MARA -$694,952
Insurance - Life -$395,439
CNO -$395,439
Financial Data & Stock Exchanges -$2,339,336
TRU -$371,348
COIN -$1,967,988
Credit Services -$2,593,888
OMCC +$11,669
FOA -$25,344
FCFS -$654,960
WRLD -$1,925,253
Mortgage Finance -$4,052,521
VEL -$151,646
RKT -$182,748
PFSI -$649,030
LDI -$3,069,097
Banks - Regional -$4,811,323
CFBK +$47,940
AVBC +$42,674
NBBK +$41,743
TFSL +$19,988
NEWT +$6,030
GABC +$4,100
BUSE -$19,028
SRCE -$77,715
PB -$79,184
LC -$100,435
ACNB -$144,707
TFIN -$195,540
OFG -$231,962
FFBC -$308,200
LOB -$359,699
EWBC -$1,442,905
WAL -$2,014,423
Insurance - Property & Casualty -$5,470,910
KNSL +$1,048,460
SKWD -$251,550
WTM -$338,004
UVE -$676,316
L -$5,253,500
Real Estate -$27,276,830
REIT - Specialty +$136,835
WY +$106,226
FPI +$30,609
REIT - Retail +$100,258
SPG +$100,258
REIT - Healthcare Facilities +$87,720
DHC +$97,720
MPW -$10,000
REIT - Industrial -$39,688
FR -$39,688
REIT - Office -$160,879
ARE -$160,879
REIT - Hotel & Motel -$190,218
SVC -$190,218
Real Estate Services -$267,986
NYC +$24,614
COMP -$292,600
REIT - Mortgage -$3,083,249
BXMT -$28,672
ARI -$529,135
TWO -$2,525,442
Real Estate - Diversified -$4,480,854
JOE -$4,480,854
REIT - Residential -$19,378,769
SUI -$19,378,769
Consumer Cyclical -$47,185,525
Footwear & Accessories +$7,440
FWDI +$7,440
Personal Services -$14,000
RGS -$14,000
Apparel Manufacturing -$61,465
LAKE -$61,465
Auto Manufacturers -$71,077
RIVN -$71,077
Auto & Truck Dealerships -$135,459
ACVA +$248,441
CARG -$383,900
Gambling -$279,868
ACEL -$279,868
Specialty Retail -$400,466
FIVE -$400,466
Auto Parts -$412,521
AZO +$498,784
QS -$108,527
GPC -$211,933
LEA -$590,845
Internet Retail -$603,313
EBAY -$603,313
Leisure -$938,191
NWTG +$9,933
JOUT -$142,760
PRKS -$252,864
GOLF -$552,500
Restaurants -$2,263,906
JACK -$17,554
CBRL -$2,246,352
Packaging & Containers -$3,569,260
GEF -$683,646
CCK -$2,885,614
Furnishings, Fixtures & Appliances -$3,823,932
ETD -$7,966
KEQU -$39,000
MHK -$901,966
PATK -$2,875,000
Travel Services -$7,827,718
BKNG -$255,131
ABNB -$7,572,587
Apparel Retail -$12,673,540
ZUMZ -$260,228
LULU -$2,756,181
URBN -$9,657,131
Lodging -$14,118,249
MAR -$494,769
H -$13,623,480
Consumer Defensive -$144,549,076
Tobacco -$216,400
TPB -$216,400
Food Distribution -$275,000
ANDE -$275,000
Confectioners -$282,765
HSY -$282,765
Farm Products -$765,196
LOCL -$2,419
VITL -$762,777
Education & Training Services -$3,719,252
COUR -$65,997
UDMY -$131,255
PRDO -$3,522,000
Packaged Foods -$6,409,706
LFVN +$5,265
HAIN -$62,935
THS -$145,048
KHC -$6,206,988
Discount Stores -$132,880,757
DG -$1,011,677
WMT -$131,869,080
Industrials -$155,163,523
Rental & Leasing Services +$6,721,096
VSTS +$6,874,339
AL -$64,300
MGRC -$88,943
Tools & Accessories +$150,123
EML +$150,123
Pollution & Treatment Controls +$108,395
SCWO +$108,395
Integrated Freight & Logistics +$8,650
CJMB +$8,650
Consulting Services -$65,862
VRSK -$65,862
Specialty Business Services -$114,376
TH -$114,376
Security & Protection Services -$169,447
BCO -$169,447
Industrial Distribution -$199,666
GWW -$199,666
Waste Management -$361,953
CLH -$144,781
ABAT -$217,172
Specialty Industrial Machinery -$366,109
OPTT +$9,730
SERV -$59,836
SYM -$148,551
WTS -$167,452
Electrical Equipment & Parts -$387,756
PLUG +$87,282
ULBI +$9,999
SDST -$24,870
AEIS -$52,416
ESP -$87,500
BE -$320,251
Airlines -$409,699
AAL -$409,699
Railroads -$765,446
WAB -$765,446
Engineering & Construction -$1,862,565
IESC -$320,565
BWMN -$705,000
ESOA -$837,000
Metal Fabrication -$6,576,513
ATI -$6,576,513
Building Products & Equipment -$7,163,812
UUU +$18,192
STAI -$13,260
LMB -$155,951
NX -$3,233,424
LPX -$3,779,369
Aerospace & Defense -$143,708,583
GPUS +$2,513
KTOS -$2,333,279
RKLB -$141,377,817
Technology -$181,863,229
Solar +$310,149
SPRU +$208,769
FTCI +$101,380
Information Technology Services -$218,964
SAIC +$311,162
TTEC -$15,400
CTM -$19,494
GDYN -$29,250
TASK -$214,411
CTSH -$251,571
Scientific & Technical Instruments -$270,526
NOVT -$89,513
TRMB -$181,013
Computer Hardware -$617,395
STX -$32,984
QBTS -$584,411
Electronic Components -$3,316,055
SANM -$103,260
VICR -$374,065
TEL -$2,838,730
Semiconductor Equipment & Materials -$10,527,552
ACLS -$172,100
INDI -$408,510
FORM -$432,221
AMKR -$448,000
AMBA -$1,131,668
KLAC -$2,788,221
IPGP -$5,146,832
Communication Equipment -$13,209,725
CLFD +$300,600
ASTS +$50,064
AAOI -$124,584
CIEN -$2,595,304
CSCO -$3,124,700
VSAT -$7,715,801
Software - Application -$33,175,450
NAVN +$38,681,720
SPT +$1,009,964
CRM +$500,722
NRDY +$415,926
SMRT +$103,244
EXFY -$25,403
LPSN -$33,663
NCNO -$36,906
BLND -$76,485
TRAK -$99,733
FIG -$152,200
CHYM -$179,424
BRZE -$198,110
TONX -$227,569
DSP -$305,110
ESTC -$372,986
TYL -$448,510
LIF -$492,422
JAMF -$500,654
CCC -$511,360
INTU -$741,172
CXM -$1,005,169
FSLY -$1,195,739
TTAN -$1,405,729
SEMR -$1,504,358
FICO -$2,581,060
SNOW -$2,680,057
HUBS -$3,119,415
GWRE -$4,476,422
KVYO -$4,685,998
PEGA -$5,256,567
TEAM -$9,923,232
DAVE -$11,199,045
PCOR -$20,452,528
Software - Infrastructure -$38,601,031
S +$595,600
BNAI -$690
NN -$27,547
CSAI -$53,000
RELY -$65,520
DBX -$75,638
GTLB -$133,360
BOX -$154,683
OS -$169,694
FFIV -$293,884
EVCM -$484,242
AKAM -$577,477
MQ -$1,117,295
PATH -$2,184,963
VRSN -$2,187,541
ZS -$3,470,842
CRWV -$5,149,039
AI -$7,635,681
IOT -$15,415,535
Semiconductors -$82,236,680
SMTC -$35,805
AOSL -$37,933
SYNA -$77,529
NXPI -$230,780
LSCC -$731,864
QCOM -$2,197,736
LASR -$2,399,685
CRDO -$7,916,719
AVGO -$24,275,179
NVDA -$44,333,450
Healthcare -$194,365,671
Medical Instruments & Supplies +$182,592
COO +$1,154,453
LUCY +$17,893
RGEN -$44,275
BLFS -$49,200
BDX -$123,303
ISRG -$254,499
WRBY -$518,477
Healthcare Plans -$12,823
CLOV -$12,823
Health Information Services -$286,675
HTFL +$1,053,680
MGRX -$3,884
PHR -$8,473
OMCL -$12,037
TEM -$87,781
BEAT -$182,090
HQY -$1,046,090
Drug Manufacturers - General -$732,000
GILD -$732,000
Medical Distribution -$1,313,580
COSM +$70,000
COR -$1,383,580
Medical Care Facilities -$1,418,517
DCGO -$15,334
ADUS -$17,278
TOI -$50,291
LFST -$390,094
THC -$430,090
MD -$515,430
Drug Manufacturers - Specialty & Generic -$6,980,319
ANIP -$133,653
BCRX -$162,257
ESPR -$228,003
ORGO -$1,027,060
YCBD -$1,276,842
HIMS -$1,440,354
TEVA -$2,712,150
Medical Devices -$9,874,016
SGHT +$115,963
ELUT +$78,700
ADGM +$17,973
IRIX +$2,020
AORT -$225,550
IRMD -$483,729
CBLL -$537,250
PODD -$542,510
SIBN -$768,468
BFLY -$2,225,329
ATEC -$5,305,836
Diagnostics & Research -$12,998,309
VCYT -$463,204
NTRA -$696,912
CSTL -$1,857,072
GH -$9,981,121
Biotechnology -$160,932,024
HYPD +$277,362
RZLT +$207,206
SLGL +$110,412
GLSI +$51,742
DTIL +$33,714
RNXT +$14,462
SXTP +$7,759
SILO +$2,075
BCDA +$1,444
ADTX -$2
APLT -$4,816
VSTM -$11,590
ARTV -$19,122
SRRK -$44,352
FULC -$44,600
HOWL -$51,951
TVTX -$104,760
CGEM -$106,467
SVRA -$121,220
APLS -$122,450
SION -$166,856
GALT -$204,335
TYRA -$250,000
FOLD -$282,073
IMVT -$290,943
SRPT -$294,202
MNPR -$343,889
RAPP -$578,638
XERS -$977,019
IRON -$1,263,340
RVMD -$2,419,055
TARS -$2,457,178
RCUS -$3,140,512
INCY -$5,675,002
RPRX -$7,675,925
ARWR -$17,792,264
ROIV -$117,195,639