🧠 Weekly Market Commentary

Insider Trading Insights: Week of May 16 - May 23, 2026

This week, insider trading activity revealed significant trends across various sectors, with notable movements primarily in the Utilities, Consumer Defensive, and Real Estate sectors. The week ended with a net insider activity of -$383 million, driven largely by selling pressures in the Utilities and Consumer Defensive sectors.

The Utilities sector experienced substantial selling, totaling -$1.7 million, with notable declines in several companies. A key driver appears to be ongoing regulatory challenges and rising costs, which may be prompting insiders to reduce their stakes. Particularly, OGE and SRE reported significant sales, contributing to the overall negative sentiment. This trend may reflect broader concerns over potential regulatory changes or shifts in energy pricing that could impact future profits.

Conversely, the Real Estate sector exhibited a net positive insider activity of approximately $1.2 million, primarily fueled by purchases within the REIT - Diversified industry. AAT and NXDT were standout performers, with insiders making significant purchases. This activity could indicate confidence in the sector amid fluctuating interest rates, as investors seek to capitalize on potential growth opportunities in the real estate market.

Highlighting one notable case study, NXDT saw a net insider purchase totaling $1.9 million. This surge in buying may suggest that insiders are optimistic about the company's future performance, particularly in light of potential real estate market recoveries. Given the recent trends in real estate valuations, such purchases could signal strong confidence in future cash flow resilience and operational stability.

In summary, while the Utilities sector faced selling pressures likely linked to regulatory and cost concerns, the Real Estate sector saw notable purchases that suggest a more positive outlook among insiders. As we look to next week, monitoring these trends could provide valuable insights into potential market movements. For more in-depth analysis, visit EmporionX.com.
Generated by EmporionX AI Commentary Engine — powered by OpenAI GPT models. Sat May 23 2026 05:00 AM EDT

Insider Tradings (2026-05-16 → 2026-05-23)

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
+$1,427,585
(Unknown) +$1,427,585
NIQ +$1,000,009
PDX +$385,816
SWZ +$41,680
NMCO +$80
Real Estate +$1,195,170
REIT - Diversified +$2,189,423
AAT +$1,926,474
NXDT +$262,949
REIT - Residential +$262,743
MAA +$141,400
MRP +$121,343
Real Estate - Development +$189,001
AXR +$122,491
SKYH +$44,750
SDHC +$21,760
REIT - Healthcare Facilities +$153,640
LTC +$153,640
Real Estate Services +$833
MDRR +$833
REIT - Specialty -$226,745
IRM -$94,209
EQIX -$132,536
REIT - Office -$287,186
BXP -$287,186
Real Estate - Diversified -$358,702
STRS -$358,702
REIT - Mortgage -$727,837
ABR +$20,509
RITM -$748,346
Utilities -$1,696,868
Utilities - Regulated Water -$112,696
GWRS +$90,053
YORW +$7,500
AWR -$50,035
CWT -$160,214
Utilities - Regulated Gas -$142,872
OPAL +$111,868
CPK -$254,740
Utilities - Diversified -$232,778
SRE -$232,778
Utilities - Regulated Electric -$352,340
OGE -$352,340
Utilities - Renewable -$856,182
AGIG +$17,239
ORA -$873,421
Consumer Defensive -$3,487,035
Farm Products +$121,625
VITL +$121,625
Packaged Foods +$86,481
FRPT +$348,889
NATR -$262,408
Grocery Stores +$44,035
IMKTA +$44,035
Beverages - Brewers -$52,913
TAP -$52,913
Confectioners -$279,375
HSY -$279,375
Household & Personal Products -$389,419
SPB +$182,125
HNST -$571,544
Education & Training Services -$497,754
COUR -$497,754
Food Distribution -$531,773
MTEX +$62,155
PFGC -$237,500
CHEF -$356,428
Discount Stores -$1,987,942
WMT -$1,987,942
Basic Materials -$6,550,819
Other Industrial Metals & Mining +$1,006,690
MP +$962,540
SBMT +$44,150
Building Materials +$270,792
AMRZ +$270,792
Agricultural Inputs +$67,500
AVD +$67,500
Copper -$35,565
SCCO -$35,565
Gold -$121,878
AU -$35,637
DC -$86,241
Steel -$562,500
NUE -$562,500
Specialty Chemicals -$7,175,858
KRO +$98,510
HDSN +$9,740
PRM -$7,284,108
Communication Services -$16,528,685
Entertainment +$344,350
AMC +$344,350
Publishing +$304,114
LEE +$304,114
Telecom Services -$73,931
CXDO -$32,081
RDCM -$41,850
Broadcasting -$1,026,540
NXST -$1,026,540
Internet Content & Information -$3,930,991
TEAD +$103,950
EVER -$5,198
YELP -$11,175
PINS -$158,520
NBIS -$1,016,905
SNAP -$2,843,143
Electronic Gaming & Multimedia -$5,579,482
EA -$450,482
RBLX -$5,129,000
Advertising Agencies -$6,566,205
HAO +$720,000
ADV +$55,360
DLPN +$4,838
MGNI -$133,300
TSQ -$322,195
EVC -$6,890,908
Consumer Cyclical -$21,554,373
Travel Services +$499,750
NCLH +$700,250
LIND -$200,500
Leisure +$280,842
XPOF +$963,887
PLBY -$68,463
PTON -$614,582
Specialty Retail +$99,352
GRWG +$99,352
Personal Services +$84,786
ANDG +$84,786
Home Improvement Retail +$55,041
LIVE +$55,041
Footwear & Accessories -$10,429
FOSL +$100,730
FWDI +$2,080
SHOO -$25,899
WWW -$87,340
Recreational Vehicles -$28,678
PATK +$8,944
HOG -$37,622
Auto Manufacturers -$180,881
RIVN -$180,881
Resorts & Casinos -$261,203
HGV -$261,203
Auto & Truck Dealerships -$363,814
ABG +$28,623
KFS -$154,326
PAG -$238,111
Auto Parts -$477,184
MVST -$63,817
QS -$78,977
SLDP -$104,291
ORLY -$230,099
Gambling -$901,990
DKNG -$901,990
Lodging -$1,084,680
MAR -$1,084,680
Furnishings, Fixtures & Appliances -$1,287,397
TILE -$1,287,397
Restaurants -$1,475,728
BRCB +$369,389
SG -$131,366
CAVA -$799,499
YUM -$914,252
Luxury Goods -$1,553,504
ELA +$1,317
BRLT -$11,643
REAL -$1,543,178
Residential Construction -$2,133,989
MHO -$228,774
DFH -$1,905,215
Internet Retail -$12,814,667
CART -$560,416
NEGG -$783,260
SE -$3,035,944
DASH -$8,435,047
Financial Services -$43,468,458
Mortgage Finance +$1,245,590
BETR +$1,166,311
BLNE +$79,279
Insurance Brokers +$824,072
TWFG +$620,652
GSHD +$207,500
SLQT -$4,080
Capital Markets +$236,938
GOLD +$5,719,102
STEX +$173,151
SLNH +$163,200
LMFA +$29,215
FLD -$14,451
GEMI -$59,085
CD -$75,999
MARA -$621,060
SCHW -$5,077,135
Insurance - Specialty -$58,897
NMIH -$58,897
Banks - Diversified -$1,641,856
JPM -$1,641,856
Asset Management -$1,693,619
CCAP +$1,077,081
MXF +$995,701
HFRO +$490,719
OXSQ +$333,310
GF +$288,927
STEW +$87,650
GRF +$12,332
BCG +$10,020
PML +$16
WHG -$17,924
BCIC -$114,668
VINP -$203,740
ECAT -$1,044,210
PFG -$1,108,133
WT -$2,500,700
Insurance - Reinsurance -$2,064,712
GLRE -$425,270
RNR -$439,788
HG -$1,199,654
Insurance - Property & Casualty -$5,612,916
DGICA +$293,720
RLI +$106,840
SKWD +$94,200
HMN -$646
PLMR -$400,362
PRCH -$1,892,525
SLDE -$3,814,143
Banks - Regional -$5,701,693
CVBF +$1,499,985
FRST +$19,894
AVBC +$9,440
AGBK +$7,000
GABC +$1,000
WSBK +$638
ISBA +$300
CZWI -$30,868
MYFW -$30,887
NBHC -$40,292
WNEB -$49,386
HBCP -$65,010
RNST -$65,662
BHRB -$70,395
HNVR -$74,773
PB -$75,663
AX -$138,470
FSBC -$265,054
LOB -$368,369
FMAO -$406,980
BWB -$491,798
WBS -$573,376
FFIC -$573,663
SPFI -$602,804
IBOC -$720,000
FBNC -$2,596,500
Credit Services -$5,823,864
PMTS +$190,400
BFH +$60,328
FOA -$118,091
SOFI -$155,921
PYPL -$183,944
UPST -$435,786
EZPW -$499,980
ENVA -$1,034,830
FCFS -$3,646,040
Financial Data & Stock Exchanges -$8,076,818
MKTW +$345,921
ICE -$390,034
CBOE -$437,944
NDAQ -$471,714
CME -$1,752,536
MORN -$5,370,511
Insurance - Life -$15,100,683
PRI -$503,351
AFL -$14,597,332
Healthcare -$57,935,964
Medical Care Facilities -$404,867
WW +$310,876
TOI +$279,295
ADUS -$46,500
AVAH -$948,538
Medical Devices -$1,491,201
BSX +$553,999
LMRI +$253,750
LUCD +$245,270
STIM +$117,000
RCEL +$17,000
ECOR -$19,500
SGHT -$65,167
EW -$126,905
SIBN -$343,050
IRMD -$657,265
ESTA -$1,466,333
Drug Manufacturers - General -$2,209,482
AZN -$2,209,482
Health Information Services -$2,730,519
CTEV +$468,588
PHR -$3,814
SOPH -$34,803
HNGE -$43,221
HSTM -$72,230
OMCL -$350,731
TEM -$2,694,308
Healthcare Plans -$3,433,450
CLOV -$229,687
PGNY -$450,463
OSCR -$2,753,300
Drug Manufacturers - Specialty & Generic -$3,868,154
INM +$721,548
HROW +$62,070
COLL -$681
BCRX -$100,285
BHC -$132,796
LQDA -$4,418,010
Diagnostics & Research -$5,040,765
WGS +$21,459,736
ADPT -$40,620
PRPO -$77,784
VCYT -$440,129
GH -$25,941,968
Biotechnology -$10,409,845
ZBIO +$1,012,800
RLYB +$226,563
ACOG +$160,705
ANVS +$142,779
COAG +$119,776
SLGL +$100,712
CRVS +$83,453
DYN +$42,800
CNSP +$34,002
TRDA +$29,316
AVIR +$25,446
SER +$20,102
RNXT +$19,690
BCDA +$6,814
OBIO +$2,494
TNYA -$6,345
RCKT -$10,413
SEER -$12,352
ARVN -$19,962
HUMA -$22,454
LXEO -$23,533
FTRE -$26,880
ABEO -$35,463
NKTR -$42,122
PHVS -$66,977
ATRA -$69,881
HOWL -$76,363
IMVT -$101,072
FATE -$102,566
KURA -$154,765
MDGL -$435,420
REPL -$474,148
ARTV -$477,770
ARDX -$540,942
MGTX -$568,540
INSM -$666,982
RPRX -$721,838
BBIO -$888,419
MPLT -$3,215,000
EXEL -$3,677,090
Medical Instruments & Supplies -$28,347,681
AZTA +$163,800
KRMD +$19,563
ISRG -$39,409
ATRC -$85,950
ICUI -$280,685
BLFS -$28,125,000
Energy -$114,801,360
Oil & Gas Midstream +$486,585
GLP +$1,247,875
GEL +$201,636
KMI -$52,151
SMC -$320,000
NVGS -$590,775
Uranium +$146,000
EU +$146,000
Oil & Gas Drilling -$1,174,900
HP -$1,174,900
Oil & Gas Refining & Marketing -$1,911,042
DINO +$985,105
CLNE -$337,640
DK -$671,442
VLO -$1,887,065
Oil & Gas E&P -$13,111,011
TXO +$1,970,745
GRNT +$588,590
DMLP +$212,280
PROP +$79,858
TPL +$2,353
SM -$834,311
FANG -$1,035,000
PR -$1,282,998
TALO -$12,812,528
Oil & Gas Equipment & Services -$25,822,227
OII -$191,350
FTK -$252,084
FTI -$462,217
LBRT -$669,533
BKR -$814,376
AROC -$2,600,770
NESR -$20,831,897
Oil & Gas Integrated -$73,414,765
CVX -$73,414,765
Technology -$383,927,736
Information Technology Services +$31,864
CDW +$499,398
CTSH -$7,398
EXLS -$148,257
CIFR -$311,879
Scientific & Technical Instruments -$908,379
AIMD +$4,521
ITRI -$203,062
ST -$300,248
MKSI -$409,590
Computer Hardware -$2,229,541
UMAC -$317,897
CRCT -$474,150
QBTS -$1,437,494
Electronic Components -$3,389,518
LFUS -$225,251
OUST -$324,243
PLXS -$379,150
LPTH -$681,099
FN -$1,779,775
Solar -$4,518,710
CSIQ -$28,618
ENPH -$32,473
FSLR -$1,336,878
NXT -$3,120,741
Semiconductor Equipment & Materials -$5,653,539
AMKR -$64,600
ICHR -$256,840
COHU -$460,026
FORM -$525,340
NVMI -$657,519
ACLS -$1,689,214
KLIC -$2,000,000
Electronics & Computer Distribution -$5,921,723
SNX -$1,147,692
ARW -$4,774,031
Consumer Electronics -$9,632,818
VUZI -$47,300
GPRO -$145,843
SONY -$9,439,675
Software - Application -$19,363,168
BLND +$1,158,140
SMWB +$813,216
DBD +$149,808
AMZE +$63,544
NTWK +$20,120
IPM +$11,670
RSKD -$2,000
VTEX -$10,530
NRDY -$18,237
LPSN -$23,551
KLTR -$61,430
BL -$63,406
LAW -$114,134
FROG -$148,565
PEGA -$151,576
GWRE -$153,828
PCTY -$163,371
EVCM -$196,570
RNG -$260,262
ALRM -$279,655
PAYC -$351,250
CDNS -$739,118
MSTR -$927,865
TEAM -$955,653
HUBS -$1,870,000
FSLY -$2,284,296
CVLT -$3,511,884
FIG -$9,292,485
Software - Infrastructure -$29,895,048
WEX +$214,425
XBP +$61,100
GDDY -$3,655
FTNT -$30,940
NYAX -$31,687
NTAP -$33,000
PANW -$94,780
ALLT -$94,840
CLBT -$161,657
IOT -$165,320
PDYN -$165,777
OKTA -$212,500
CORZ -$231,497
RELY -$257,040
PRGS -$275,186
TWLO -$365,600
QLYS -$488,686
TDC -$495,000
RXT -$579,748
XYZ -$599,205
DBX -$625,028
BAND -$858,659
PLTR -$5,351,943
CRWD -$19,048,825
Communication Equipment -$46,523,416
ONDS -$98,300
ADTN -$137,367
ASTS -$451,250
LITE -$14,128,013
AAOI -$31,708,486
Semiconductors -$255,923,740
SMTC -$69,105
QRVO -$90,820
SYNA -$149,738
QUIK -$152,144
CRUS -$159,000
DIOD -$193,620
AOSL -$201,556
ALGM -$343,967
ALMU -$505,630
SITM -$511,200
MRAM -$1,084,879
SLAB -$1,739,844
LSCC -$1,899,994
MTSI -$3,682,014
LASR -$13,248,312
ARM -$25,290,031
MPWR -$59,316,422
ALAB -$147,285,464
Industrials -$756,210,729
Electrical Equipment & Parts +$2,034,735
ENR +$2,049,539
NEOV +$98,131
ULBI +$12,939
SDST -$125,874
Consulting Services +$567,630
VCIG +$900,000
CRAI -$332,370
Rental & Leasing Services +$499,071
EQPT +$499,071
Tools & Accessories +$8,865
CVR +$8,865
Airports & Air Services +$8,201
UP +$8,201
Metal Fabrication -$5,105
AP +$29,792
TG -$34,897
Farm & Heavy Construction Machinery -$13,818
AEBI +$82,700
BLBD +$19,527
XOS -$9,845
MTW -$106,200
Staffing & Employment Services -$40,548
TNET -$40,548
Airlines -$64,133
ULCC -$64,133
Engineering & Construction -$243,981
KBR +$596,581
EXPO -$98,062
TPC -$742,500
Specialty Industrial Machinery -$350,871
FLS +$164,275
ETN -$64,295
KAI -$450,851
Aerospace & Defense -$910,426
DRS +$1,069,328
BA +$299,345
BETA +$250,000
GPUS +$65,821
RGR +$58,725
SPCE +$49,780
MNTS +$1,379
WWD -$130,884
DCO -$453,270
LOAR -$2,120,650
Specialty Business Services -$1,021,210
TISI +$103,862
DLHC +$51,728
RBA +$43,839
LZ -$223,105
SPIR -$997,534
Waste Management -$1,197,400
RSG -$77,877
CWST -$1,119,523
Marine Shipping -$2,955,536
NMM +$252,536
MATX -$275,196
GNK -$978,800
SBLK -$1,954,076
Industrial Distribution -$4,833,631
XMTR -$4,833,631
Building Products & Equipment -$747,692,572
FBIN +$2,002,686
SWIM +$315,745
CSTE -$11,029
CARR -$749,999,974