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Insider Scan

raw scan snapshot — prices as of scan date, not live 69 rows · screens, not recommendations prior scanresearch/scans/2026-07-11-insider-scan.md

2026-07-17 Insider Activity Scan — ISRG Cracks Into Real Oversold, NFLX And NTLA Deepen, Insider Dollar Flows Mostly Frozen

No golden signals this cycle (RSI<30 + insider buying) — zero for a third straight scan. The clearest new technical damage is ISRG, which has gone from a mild pullback (RSI 45.0 last scan) to RSI 30.2 this cycle — a quality surgical-robotics name now sitting at the edge of the oversold threshold with its thesis still flagged intact. NFLX and NTLA both deepened further, continuing multi-scan deterioration with no stabilization signal. Insider buying stays at the same three names as last scan — TSLA, CRSP, ASAN — and the underlying dollar figures for most names (buying and selling alike) carry over essentially unchanged from the 07-11 report, suggesting little fresh Form-4 activity this week; ABNB, NET, and DDOG are the exceptions, showing modestly larger net selling.

Data as-of 2026-07-17 close. Source: the desk's own tooling (live insider Form-4 net dollars) cross-referenced against summaries/insider-universe.json for price/RSI/structure — CLI prices matched the summary exactly on every name checked. Note: the CLI's own RSI calculation differs from the summary's precomputed RSI on several names (a known basis difference between tools); this report uses the summary RSI throughout for consistency and cites the CLI only for insider dollar flows. Prior scan: 2026-07-11-insider-scan.


Quick Snapshot

Signal Reading
Overall 🟡 Same thin buying (3 names) as last scan, broad selling continuing; ISRG's slide into RSI 30 is the cycle's clearest new technical flag
Golden (RSI<30 + buying) 0 — third straight scan with none
Insider buying TSLA (+$205.3M), CRSP (+$28.1M), ASAN (+$8.4M) — same three names, same dollar totals as last scan; no fresh buying activity detected
Heaviest selling AMZN (-$9.2B), NVDA (-$3.3B), LLY (-$3.1B), PLTR (-$2.5B) — all mega-cap, dollar totals unchanged from last scan
Deepest technical oversold EOSE (RSI 30.1, collapse regime, -60.1% vs SMA200) — still no insider-buying confirmation
Key insight ISRG cracked from RSI 45.0 to 30.2 this cycle — a genuine deterioration in a quality name, not a bounce candidate

What's Going On

Insider buying is unchanged from last scan: TSLA (+$205.3M net), CRSP (+$28.1M), and ASAN (+$8.4M) are still the only three names with net accumulation, and the dollar figures are identical to the 07-11 report — no new buying activity is visible in this window. None of the three sits inside clean technical structure: TSLA cooled further (RSI 51.5→42.5, price down from $407.76 to $380.84, still death-crossed pullback); CRSP deteriorated meaningfully — the "cooling out of overbought with insider buying" story from last scan has since turned into a real decline (RSI 45.8→36.2, 30D flipped from +6.2% to -11.67%), with no golden-cross confirmation materializing; ASAN improved modestly (RSI 53.5→58.1, 30D +11.13%).

Selling remains broad and mostly unchanged in dollar terms from last scan — AMZN (-$9.2B), NVDA (-$3.3B), LLY (-$3.1B), and PLTR (-$2.5B) all carry the exact same net figures as 07-11, suggesting the underlying filings window hasn't turned over materially. The few names that did move: ABNB (-$886.6M, was -$850.4M), NET (-$771.8M, was -$744.5M), and DDOG (-$698.8M, was -$668.3M) all grew modestly, while SNOW's figure shrank to -$1.2B (was -$1.5B). Structure-wise, PLTR actually improved slightly this cycle (RSI 48.4→52.9, 30D -3.3%→+3.04%) even as its selling flag persisted unchanged, while NFLX continued deepening (RSI 37.5→30.5, right at the edge of oversold, 30D -9.7%→-10.89%) — now three scans running with no stabilization. DOCN remains the scan's clearest "selling into an intact uptrend" case, though its cushion above the 200-day compressed sharply (+60.9%→+42.9% vs SMA200) even as the golden cross stays intact and the -$673.7M selling figure carries over unchanged.

ISRG is the cycle's most notable new technical flag. Last scan it sat at RSI 45.0 in the bargain-bin's "approaching oversold" tier; this cycle it's cratered to RSI 30.2 (7D -15.08%, 30D -15.08%, price down from $406.78 to $345.42), now in collapse regime and -42.8% off its 52-week high — a real, fresh deterioration in a name whose thesis is still tagged intact, not a bounce candidate. It carries no insider-buying flag from the CLI, so per desk doctrine this stays a technical extreme to watch, not a signal. The prior scan's biotech cooldown (MRNA/VRTX/NTLA/CRSP) has continued into a second leg down for two of the four: NTLA deepened from RSI 42.2 to RSI 30.5 (its vs-SMA200 cushion flipped from +3.6% to -16.4%), and CRSP fell as described above — while MRNA and VRTX (not shown in this scan's oversold tier) held closer to their prior levels. EOSE remains the single most oversold name in the tracked universe at RSI 30.1, collapse regime, -60.1% vs SMA200 — still no insider-buying confirmation.


What Changed Since Prior Scan (2026-07-11 → 2026-07-17)

Change Read
ISRG cracked from RSI 45.0 to 30.2 — 7D/30D both -15.08%, regime unchanged at `collapse` A genuine fresh deterioration in a quality name with an intact thesis flag — the cycle's clearest new technical extreme
CRSP deteriorated instead of confirming a base — RSI 45.8→36.2, 30D flipped from +6.2% to -11.67% The "cooling + buying" story from last scan did not resolve into a golden-cross confirmation; the price kept falling instead
NTLA fell into real oversold — RSI 42.2→30.5, vs-SMA200 flipped from +3.6% to -16.4% The biotech-cluster cooldown from 07-11 has continued into a second leg down for this name
NFLX deepened again — RSI 37.5→30.5, 30D -9.7%→-10.89% Third scan running with no stabilization signal
PLTR structure improved slightly — RSI 48.4→52.9, 30D -3.3%→+3.04% — while its -$2.5B selling flag stayed unchanged Modest stabilization inside still-damaged (death-crossed) structure
Most insider dollar figures carried over unchanged from 07-11 (TSLA, CRSP, ASAN buying; AMZN, NVDA, LLY, PLTR, AVGO, PANW, NFLX, COIN, SOFI, TWLO, BE, AAPL, ESTC, AMD selling) Little fresh Form-4 activity detected this window; ABNB/NET/DDOG grew modestly, SNOW shrank
No golden signals for a third straight scan Golden-signal criterion (RSI<30 + buying) remains unmet across three consecutive cycles in this universe

How To Read The Board

This is a price-and-structure screen cross-referenced with live insider Form-4 net dollars — not a recommendation engine. "Insider buying" flags net accumulation; it says nothing about whether the chart is worth owning. A low RSI paired with insider buying is only a genuine "golden" signal below RSI 30 — everything else is a data point to weigh, not a trigger. This cycle's insider dollar totals carried over largely unchanged from the last scan on most names — read that as "little new filing activity," not as continued conviction one way or the other; ABNB/NET/DDOG/SNOW are the names where the figure actually moved. Structure labels — intact (golden cross, uptrend/basing), damaged (death cross, downtrend/collapse), extended (large positive vs SMA200 in an uptrend) — describe the chart only.


Price Table

Insider Buying (net > $100K)

Symbol Price RSI 7D 30D vs SMA200 Regime Structure Insider Net
TSLA $380.84 42.5 -6.6% -4.9% -8.7% pullback Damaged (death cross) +$205.3M
CRSP $47.78 36.2 -10.4% -11.7% -13.4% downtrend Damaged (death cross), deteriorating further +$28.1M
ASAN $7.69 58.1 +4.9% +11.1% -20.5% downtrend Damaged (death cross), -51.1% off 52wk high +$8.4M

Insider Selling — Top 20 by Net Dollar Value

Symbol Price RSI 7D 30D vs SMA200 Regime Structure Insider Net
AMZN $247.23 51.4 +0.8% +1.2% +5.6% basing Intact -$9.2B
NVDA $202.81 48.1 -3.9% -3.7% +5.5% pullback Intact -$3.3B
LLY $1,179.11 54.9 -0.8% +7.3% +17.3% uptrend Intact -$3.1B
PLTR $132.38 52.9 +4.4% +3.0% -14.9% downtrend Damaged, structure improving slightly -$2.5B
AVGO $370.83 43.8 -7.3% -9.7% +2.3% pullback Intact -$1.6B
PANW $358.68 67.4 +10.1% +24.6% +72.1% uptrend Intact, extended -$1.6B
SNOW $268.90 64.8 +2.9% +15.8% +28.9% uptrend Intact -$1.2B
NFLX $68.95 30.5 -6.0% -10.9% -26.4% collapse Damaged, deepening for the third scan running -$1.4B
COIN $157.12 45.3 -1.2% -3.8% -29.5% collapse Damaged, regime downgraded this cycle -$891.0M
ABNB $145.98 53.8 -1.8% +2.5% +11.2% uptrend Intact, downgraded from breakout -$886.6M
NET $277.66 65.2 +3.5% +23.9% +31.8% uptrend Intact, extended -$771.8M
RBLX $51.68 48.5 -6.6% +0.3% -30.1% downtrend Damaged, prior bounce fully faded -$710.2M
DDOG $258.69 57.7 +0.5% +16.0% +59.4% uptrend Intact, extended -$698.8M
SOFI $17.28 45.9 -8.0% -3.5% -20.8% downtrend Damaged -$516.9M
TWLO $206.78 51.8 -3.6% +11.1% +42.3% pullback Intact -$509.6M
BE $214.96 39.0 -12.1% -34.6% +24.0% pullback Intact but deteriorating fast -$444.5M
AAPL $333.74 71.6 +5.8% +12.0% +21.9% uptrend Intact, now extended/overbought -$442.1M
ESTC $61.59 56.8 +2.2% +4.4% -6.0% downtrend Damaged (death cross) -$395.6M
AMD $495.76 46.3 -11.1% -7.7% +67.1% pullback Downgraded from uptrend, still extended -$389.1M
AFRM $76.07 46.5 -8.8% +2.9% +14.9% pullback Unrated, unremarkable -$333.7M

(DOCN's -$673.7M net selling sits inside this magnitude range too, but the CLI buckets it under "selling into dip" below due to its low RSI — see that table rather than double-counting it here. 26 more names carry net insider selling below this cut, including NTLA, UI, CEG, BNTX, INTC, TSM, ENPH, MRNA, AKAM — none flagged "selling into dip" beyond the table below.)

Selling Into Dip (RSI < 30 in the CLI's own basis, per fresh Form-4 filings this cycle)

Symbol Price Insider Net Note
DOCN $118.91 -$673.7M See selling table above — intact structure, compressing cushion
MRVL $188.68 -$69.1M RSI 35.7 (summary basis); 30D -39.23%, vs SMA200 compressed from +86.2% to +45.4%
ARM $267.19 -$66.4M RSI 38.4 (summary basis); 30D -39.2%, vs SMA200 compressed from +78.3% to +44.6%
QCOM $171.78 -$63.6M RSI 38.5 (summary basis); 30D -24.03%
FSLR $211.99 -$57.9M RSI 34.6 (summary basis); downgraded from pullback to downtrend
EOSE $4.13 -$23.2M RSI 30.1 (summary basis) — see oversold table below
INTC $95.04 -$7.4M RSI 36.5 (summary basis); vs SMA200 compressed from +75.8% to +48.1%
NTLA $11.38 -$445.2K RSI 30.5 (summary basis) — cracked into oversold this cycle, see below

Deepest Technical Oversold (RSI < 45, no insider-buying confirmation)

Symbol Price RSI vs SMA200 Regime Note
EOSE $4.13 30.1 -60.1% collapse Still the deepest RSI tracked; no insider-buy confirmation
ISRG $345.42 30.2 n/a collapse Cracked from RSI 45.0 last scan — new this cycle; thesis flagged intact
NFLX $68.95 30.5 -26.4% collapse Third scan running with no stabilization
NTLA $11.38 30.5 -16.4% downtrend New this cycle — flipped from positive to negative vs SMA200
DOCN $118.91 35.7 +42.9% pullback Structure intact despite low RSI — see selling table above
FSLR $211.99 34.6 -9.9% downtrend Downgraded from pullback this cycle
CRSP $47.78 36.2 -13.4% downtrend Insider buying present but structure deteriorating — see buying table above
UI $545.95 42.3 -19.5% collapse No insider flag surfaced this cycle
BE $214.96 39.0 +24.0% pullback See selling table above
ENPH $41.57 39.3 +4.1% pullback Slight further weakening

(23 remaining tracked names — MRVL, QCOM, GOOGL, CRM, MSFT, ARM, ZS, ASML, MDB, UBER, NOW, FSLY, HIMS, IBKR, CRWD, SHOP, FTNT, PINS, AFRM, U, TMO, META, MRNA — sit at RSI 42-63, basing/steady, no fresh insider-buy or heavy-selling flag surfaced by the CLI's top cuts this cycle.)

Tier Analysis

Buying, unchanged and not cleanTSLA/CRSP/ASAN are still the only net-buying names, with dollar figures identical to last scan. CRSP is now the most concerning of the three: the "cooling out of overbought with buying" story from 07-11 has turned into a real -11.7% 30-day decline instead of a base.

New technical cracksISRG (RSI 45.0→30.2) and NTLA (RSI 42.2→30.5) both fell into genuine oversold territory this cycle, joining NFLX (now three scans deep in the same state) and the already-oversold EOSE. None carry insider-buying confirmation.

Heavy selling, intact structureAMZN, NVDA, LLY, AVGO, PANW, SNOW, ABNB, NET, DDOG, DOCN, TWLO, BE, AAPL, AMD all show large insider selling dollars but sit inside intact (golden cross) technical structure — read as scale-driven, not a bearish tell on its own.

Heavy selling, damaged structure — verification-worthyPLTR (-$2.5B, structure improving slightly) and NFLX (-$1.4B, deteriorating) both pair large insider selling with death-cross/downtrend-or-collapse charts. Worth outside verification before any accumulate call on either.

Frozen dollar totals — the majority of both buying and selling figures carried over unchanged from 07-11, suggesting a quiet filing window; ABNB/NET/DDOG grew modestly and SNOW shrank, the only names where the number itself moved.


Entry Zones

Stock Price Zone RSI Insider Signal Setup
ISRG $345.42 Verify stabilization before any size 30.2 None New oversold extreme in a quality, thesis-intact name — no insider confirmation yet, watch for a base
CRSP $47.78 Watch for a base before treating as a signal 36.2 +$28.1M buying (unchanged) Cooling-and-buying story reversed into a real decline; the golden-cross confirmation hoped for last cycle did not arrive
EOSE $4.13 Contrarian probe only 30.1 None Deepest oversold name tracked, unchanged from last scan; no insider confirmation
DOCN $118.91 Watch the shrinking cushion 35.7 -$673.7M selling (unchanged) Structure intact but vs-SMA200 cushion compressed from +60.9% to +42.9% — the disconnect is narrowing, worth a fresh look

Action Matrix

Action Stocks Why
🔍 WATCH (new oversold, unconfirmed) ISRG, NTLA Both cracked into RSI-30 territory this cycle with no insider-buy confirmation — needs a stabilization signal before any read
🔍 WATCH (buying, but deteriorating) CRSP, TSLA, ASAN Only names with net buying; CRSP's structure worsened instead of confirming
🔒 HOLD (routine selling) AMZN, NVDA, LLY, AVGO, PANW, SNOW, ABNB, NET, DDOG, TWLO, AAPL, AMD Intact structure; insider selling reads as scale/routine, dollar figures mostly unchanged
⚠️ VERIFY BEFORE ACTING PLTR, NFLX, RBLX, COIN, SOFI, ESTC Damaged structure (death cross, downtrend/collapse) paired with net insider selling
🔍 NO STABILIZATION, MULTI-SCAN NFLX, EOSE Both deepening or unchanged across three scans running now

What To Watch Next

Watch Why it matters
ISRG's next print New oversold crack in a quality, thesis-intact name — confirm whether this basings or continues down
CRSP's structure The one buying name that deteriorated instead of confirming a base — a golden-cross flip or further decline will settle which read was right
NTLA's next print Just fell into genuine oversold with a flipped vs-SMA200 cushion — worth tracking alongside the ISRG crack
DOCN's compressing cushion Down from +60.9% to +42.9% vs SMA200 in one cycle while the -$673.7M selling figure stays frozen — the gap is narrowing
Whether insider filings pick back up Most dollar totals were unchanged this cycle — a genuinely quiet week, or a lagging data window; worth confirming next scan
NFLX/EOSE stabilization Both remain in unresolved multi-scan deterioration; watch for either a basing print or a fresh leg down

Sources

  • Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-17 close — *.
10 events

No direct external sources are attached to this read.