🧠 Weekly Market Commentary

# Insider Trading Digest: A Tumultuous Week Unveils Investor Fears

The first week of February 2026 has seen a seismic shift in insider trading activity, with major sectors revealing a significant wave of selling, driven largely by rising concerns over economic resilience. A remarkable outpouring of insider sales - a reflection of heightened caution among corporate executives - underscored the shifting landscape.

In the financial services sector alone, net insider activity plummeted to a staggering **-$508 million**, primarily due to heavy selling in regional banks, which accounted for a whopping **-$458 million**. This trend signals not just potential instability but also a lack of confidence internal to these institutions as they navigate a tightening economic environment.

As for the technology sector, which often leads market sentiment, insiders offloaded **-$170 million** in stock this week. The software and semiconductor industries bore the brunt of this selling spree, with **-$40 million** and **-$49 million** net losses respectively. These movements indicate a growing unease about the industry's short-term prospects amid ongoing supply chain challenges and inflation pressures.

Consumer cyclical stocks also took a pronounced hit with net activity sliding to **-$76 million**, driven primarily by significant sell-offs in travel services and specialty retail—a stark reminder of the shifting consumer sentiment as discretionary spending faces headwinds.

Conversely, the basic materials and healthcare sectors recorded some pockets of resilience. Insider purchases in specialty chemicals hinted at optimism among executives despite broader market malaise. However, this flicker of optimism was overshadowed by the overall bleak sentiment, captured by healthcare's staggering **-$328 million** in net selling, pointing to deeper issues within the sector.

As we progress into February, insiders appear increasingly wary, mirroring investor sentiment. This week’s data suggests that those with the most intimate understanding of their businesses are bracing for volatility ahead. For a deeper dive into these emerging trends, visit EmporionX.com. Stay informed and navigate these turbulent markets wisely.
Generated by EmporionX AI Commentary Engine — powered by OpenAI GPT models. Sat Feb 7 2026 05:00 AM EST

Insider Tradings (2026-01-31 → 2026-02-07)

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
Real Estate -$488,149
REIT - Residential -$8,365
IRT -$8,365
REIT - Office -$75,592
BXP -$75,592
REIT - Specialty -$404,192
EPR -$404,192
Basic Materials -$4,176,343
Specialty Chemicals +$435,632
HWKN +$388,860
WDFC +$104,792
SNES +$15,480
FSI -$73,500
Gold +$37,440
NG +$37,440
Copper -$1,954,426
SCCO -$1,954,426
Steel -$2,694,989
MTUS -$691,740
CMC -$2,003,249
Communication Services -$8,768,571
Advertising Agencies +$640
TSQ +$6,478
DLPN +$4,872
DV -$10,710
Telecom Services -$175,749
LUMN +$499,925
CMCSA -$245,768
VZ -$429,906
Entertainment -$331,398
TKO -$124,457
CNK -$206,941
Internet Content & Information -$8,262,064
RUM +$4,220,298
GIFT -$1,050
YELP -$32,880
PINS -$50,584
ZIP -$61,465
GOOGL -$314,001
META -$369,448
MAX -$445,674
GOOG -$11,207,260
Consumer Defensive -$21,383,358
Packaged Foods -$22,792
CLNN -$22,792
Food Distribution -$232,455
SYY -$232,455
Farm Products -$558,136
VITL -$558,136
Beverages - Non-Alcoholic -$2,832,700
COCO -$2,832,700
Household & Personal Products -$5,861,476
KMB -$317,980
PG -$1,264,000
CL -$4,279,496
Discount Stores -$11,875,799
WMT -$11,875,799
Utilities -$30,657,020
Utilities - Regulated Gas +$430
RGCO +$430
Utilities - Regulated Electric -$673,400
AEE -$673,400
Utilities - Independent Power Producers -$29,984,050
OKLO -$29,984,050
Consumer Cyclical -$76,255,647
Auto Manufacturers +$3,232,479
EMPD +$3,232,479
Auto Parts +$48,540
MNRO +$251,017
MOD -$202,477
Leisure -$222,870
LTH -$222,870
Internet Retail -$390,314
DASH -$13,067
CHWY -$377,247
Auto & Truck Dealerships -$441,959
KFS +$4,066
CARG -$52,985
CVNA -$393,040
Packaging & Containers -$686,617
GEF -$686,617
Recreational Vehicles -$3,664,477
PII -$352,172
BC -$3,312,305
Gambling -$4,705,904
RSI -$4,705,904
Restaurants -$5,813,619
YUMC -$165,420
YUM -$1,937,280
EAT -$3,710,919
Specialty Retail -$7,143,213
ONEW -$857,006
MUSA -$1,785,150
TSCO -$4,501,057
Travel Services -$7,302,253
BKNG -$76,552
ABNB -$487,500
LIND -$6,738,201
Residential Construction -$23,525,528
CVCO +$866,594
PHM -$24,392,122
Apparel Retail -$25,639,912
BURL -$124,693
URBN -$8,472,285
ANF -$17,042,934
Industrials -$107,975,279
Trucking -$75,661
KNX -$75,661
Metal Fabrication -$149,160
RYI -$149,160
Consulting Services -$151,893
HURN -$151,893
Engineering & Construction -$401,405
TTEK -$401,405
Pollution & Treatment Controls -$902,876
ZWS -$902,876
Building Products & Equipment -$2,222,775
JCI +$1,011,320
LII -$509,686
ARLO -$2,724,409
Rental & Leasing Services -$2,601,468
WLFC -$631,522
URI -$1,969,946
Specialty Industrial Machinery -$2,876,159
SXI +$477,507
SERV -$290,406
OTIS -$518,710
GNRC -$834,550
RRX -$1,710,000
Specialty Business Services -$3,614,728
DLB -$432,588
AZZ -$3,182,140
Integrated Freight & Logistics -$3,965,516
CHRW -$553,276
JBHT -$3,412,240
Airlines -$7,794,679
SNCY -$13,482
UAL -$2,022,569
DAL -$5,758,628
Industrial Distribution -$8,404,404
XMTR -$35,328
MSM -$156,294
AIT -$8,212,782
Aerospace & Defense -$74,814,555
NOC -$65,029
KTOS -$833,956
GE -$1,471,008
LHX -$1,640,034
BA -$3,100,748
SARO -$3,657,952
CW -$10,494,512
TDG -$15,886,980
RDW -$37,664,336
Technology -$170,827,921
Consumer Electronics +$11,556,296
SONO +$11,556,296
Semiconductor Equipment & Materials -$166,863
TER -$166,863
Solar -$669,857
ENPH +$259,884
RUN -$929,741
Scientific & Technical Instruments -$878,459
NOVT -$878,459
Information Technology Services -$1,311,247
DXC +$250,706
NOTE -$4,901
BR -$48,728
CTSH -$143,523
ACN -$1,364,801
Communication Equipment -$9,525,715
NTGR -$62,910
BDC -$384,020
CIEN -$784,057
VIAV -$8,294,728
Electronic Components -$16,310,273
APH +$1,285,080
RELL -$59,503
JBL -$102,872
CTS -$1,325,000
PLXS -$1,605,838
TTMI -$1,614,816
SANM -$1,935,812
KN -$2,625,000
GLW -$3,308,312
OSIS -$5,018,200
Computer Hardware -$26,268,047
ANET -$1,123,469
STX -$8,585,359
WDC -$16,559,219
Software - Application -$37,703,100
ROP +$501,844
EXFY -$43,500
PEGA -$43,690
TRAK -$79,864
DAVE -$88,128
GWRE -$168,012
FSLY -$187,200
EGHT -$212,814
CDNS -$295,090
HUBS -$348,524
NCNO -$1,166,180
FIG -$2,592,721
TEAM -$8,012,443
SNOW -$10,354,508
GRND -$14,612,270
Software - Infrastructure -$40,085,868
CSAI -$29,000
FFIV -$55,993
VRSN -$124,042
TOST -$189,567
S -$398,116
MDB -$440,003
EVCM -$547,478
NET -$552,179
CALX -$1,181,690
QLYS -$1,336,393
PLTR -$3,053,440
IOT -$13,302,033
CRWD -$18,875,934
Semiconductors -$49,464,788
MOBX -$16,361
DIOD -$315,854
QCOM -$458,799
ALMU -$507,653
POWI -$557,095
SMTC -$880,000
MPWR -$3,389,266
NVDA -$8,371,233
MU -$10,747,267
MTSI -$24,221,260
Healthcare -$328,344,935
Medical Instruments & Supplies -$772,650
RMD -$772,650
Drug Manufacturers - Specialty & Generic -$1,835,253
UTHR -$23,712
PCRX -$352,943
AMLX -$557,824
AKBA -$900,774
Drug Manufacturers - General -$14,422,020
MRK -$14,422,020
Medical Care Facilities -$22,350,488
ENSG -$120,078
HCA -$22,230,410
Biotechnology -$24,367,352
ZBIO +$1,023,720
SLGL +$5,800
BCDA +$5,650
IPSC -$589
VSTM -$6,489
TSHA -$7,481
ZNTL -$7,875
KPTI -$10,244
CRBP -$46,112
CTNM -$62,305
RARE -$72,117
OCUL -$101,398
ZVRA -$124,048
MPLT -$126,861
APGE -$131,630
ABSI -$132,328
URGN -$145,174
FULC -$160,857
VIR -$169,671
TVTX -$209,822
ABEO -$362,618
SYRE -$492,045
RYTM -$702,744
SLDB -$809,516
RXRX -$924,000
INSM -$943,382
MIRM -$1,212,680
ARQT -$2,215,922
SION -$2,759,732
ADPT -$3,104,068
RPRX -$10,360,814
Diagnostics & Research -$26,040,816
NOTV -$57,034
CDNA -$91,286
CSTL -$158,757
WGS -$510,874
TWST -$560,474
NTRA -$24,662,391
Health Information Services -$56,340,542
TEM -$21,982
HTFL -$56,318,560
Medical Devices -$182,215,814
ABT +$1,087,331
IRIX +$3,450
SIBN -$5,532
FEED -$8,906
RPID -$190,091
ATEC -$1,382,797
SYK -$181,719,269
Energy -$376,574,918
Oil & Gas Midstream -$229,067
KMI -$96,287
WMB -$132,780
Oil & Gas Integrated -$698,753
XOM -$698,753
Oil & Gas Equipment & Services -$2,435,572
BKR -$1,032,538
FLOC -$1,403,034
Oil & Gas Refining & Marketing -$24,276,257
DKL -$13,095
PSX -$659,100
PBF -$23,604,062
Oil & Gas E&P -$348,935,269
TPL +$1,362
KOS -$377,592
REPX -$6,571,913
FANG -$341,987,126
Financial Services -$508,343,556
Insurance - Property & Casualty +$20,883,237
WRB +$24,287,148
SIGI -$30,587
ALL -$3,373,324
Shell Companies +$9,958,578
TVA +$9,958,578
Mortgage Finance -$68,317
VEL -$68,317
Insurance - Specialty -$817,980
MTG -$817,980
Financial Conglomerates -$999,939
HTH -$999,939
Financial Data & Stock Exchanges -$3,797,958
TRU -$39,395
MORN -$3,758,563
Insurance - Reinsurance -$7,478,757
RNR -$7,478,757
Credit Services -$13,652,079
SOFI +$204,870
FOA -$17,490
COF -$1,194,636
FCFS -$1,669,240
SYF -$4,090,130
ENVA -$6,885,453
Capital Markets -$24,248,123
GLXY +$519,950
STEX +$388,910
GREE -$5,047
HGBL -$5,116
BTM -$7,140
SF -$49,724
CRCL -$91,315
SNEX -$126,788
EVR -$2,307,950
HOOD -$5,483,950
SCHW -$17,079,953
Asset Management -$29,966,486
ASA +$2,869,117
NFJ +$1,920,901
GF +$867,752
NTRS +$186,113
PCF +$105,960
RCG +$12,316
GRF +$5,400
ASG +$1,280
IAE -$186,298
KIO -$248,444
FHI -$311,239
ARES -$529,032
RJF -$767,079
ECAT -$7,292,043
AMP -$26,601,190
Banks - Regional -$458,155,732
TBBK +$301,159
CMTV +$220,151
FFIN +$37,558
FRST +$20,113
FCF +$18,230
FCCO +$14,835
ORRF +$14,701
FUNC +$12,274
SBSI +$9,945
SRBK +$4,263
CCB -$15,334
SBFG -$21,641
PEBK -$22,362
ACNB -$38,477
OSBC -$41,950
INDB -$44,517
HFWA -$47,350
UCB -$49,888
ASB -$65,205
PB -$79,892
CHMG -$91,126
HBAN -$111,557
CBU -$129,492
BOH -$152,754
BKU -$174,704
WAFD -$178,981
OPHC -$185,908
BSVN -$205,867
MTB -$206,676
EBC -$216,500
MYFW -$220,512
EBMT -$224,721
RNST -$227,279
CBSH -$230,128
FMBH -$264,000
BWB -$278,735
LKFN -$486,399
FBNC -$569,119
FFBC -$657,592
ONB -$751,497
LOB -$821,073
USB -$1,005,230
WSBF -$1,534,645
UMBF -$2,410,380
AX -$5,908,431
EWBC -$7,139,039
BANC -$434,000,000