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2026-08-22 Insider Activity Scan — Buying Table Stays Completely Frozen For A Second Cycle, No Name Clears RSI 30 For A Third Straight Cycle, BE's Reversal Cools Sharply, MRNA's Move Is Extraordinary And Unexplained

The insider-buying table shows the exact same five names with essentially unchanged dollar figures for a second straight cycle — TSLA (+$219.9M), CRSP (+$28.1M), ASAN (+$8.7M), INTC (+$2.4M), and TSM (+$1.6M, up marginally from +$1.5M) — with no fresh Form-4 filing activity behind any of them. For a third straight cycle, no name in this 59-stock universe closes below RSI 30 on the summary basis — RBLX remains the closest at RSI 39.9 (was 38.7), the insider-flow report's own RSI calculation again reading lower (31↑) on a known basis discrepancy this scan continues to defer to the summary on. BE's three-cycle reversal streak cooled sharply this cycle — its cushion above the 200-day narrowed to +8.0% from +24.6%, RSI fell to 42.6 from 51.1, and the 30-day print flipped back negative to -7.68% from -3.9% — though its one-year return of +349.36% still marks this as a deep pullback inside a massive secular uptrend, not a broken trend. MRNA posted an extraordinary, unexplained move — 7-day +129.02%, 30-day +149.92%, one-year +453.51%, and +197.8% above its 200-day — this desk has no corpus source (news, capture, or event receipt) identifying a driver for any part of this move this session. ARM's 30-day print reversed back negative (-14.14%, was +0.88%), undoing last cycle's "flipped positive for the first time" read, though ARM's one-year return (+82.56%) and 200-day cushion (+23.4%) both stay solidly positive.

Data as-of the 2026-08-21 close. Source: the pre-captured insider Form-4 report (the desk's own tooling, run this session) cross-referenced against summaries/insider-universe.json for every price/RSI/structure/long-horizon field — every price checked matched the summary exactly, and this scan uses only the report's dollar-flow columns, never its own price/RSI/change figures, per standing desk doctrine on this tool's cached-column discrepancy. As flagged in prior cycles, the report's own RSI basis differs from the summary's precomputed RSI on RBLX — the report reads 31↑ versus the summary's 39.9; this scan uses the summary RSI throughout for the "oversold" framing. Prior scan: 2026-08-14-insider-scan.


Quick Snapshot

Signal Reading
Overall 🟡 A quiet cycle on the insider-flow side (the buying table is entirely static) set against one genuinely extraordinary and unexplained single-name move (MRNA) and a cooling reversal (BE)
Buying table frozen Same five names as last cycle, dollar figures essentially unchanged: TSLA (+$219.9M), CRSP (+$28.1M), ASAN (+$8.7M), INTC (+$2.4M), TSM (+$1.6M)
Golden (RSI<30 + buying) 0 — no name closes below RSI 30 anywhere in this universe for a third straight cycle
Heaviest selling (this cycle's pull) AMZN (-$9.6B), NVDA (-$3.3B), LLY (-$3.1B), PLTR (-$2.3B), AVGO (-$1.6B) — all essentially unchanged from last cycle
Selling into dip (RSI<30, summary basis) None this cycle — RBLX, the closest, sits at RSI 39.9, further from the strict threshold than the RSI-30 line in every cycle tracked so far
BE's reversal cools Cushion above the 200-day narrowed to +8.0% from +24.6% — ends the three-cycle confirming streak, though the one-year return (+349.36%) still reads as an intact trend
Key insight The Form-4 side of this universe is genuinely quiet — no new buying, no new golden signals — while the price side carries one extraordinary unexplained move (MRNA) and one cooling reversal (BE) worth tracking into next cycle

What's Going On

The insider-buying table is completely unchanged from last cycle, both in composition and in dollar terms. TSLA ($362.86, RSI 58.0, was 48.7; 30D improved to -2.98% from -13.23%) continues with buying frozen at +$219.9M, no fresh filing activity for a fifth-plus straight cycle. CRSP ($59.50, RSI 66.6, was 57.6; 30D +25.95%, was +4.2%) extended its price gains sharply while its buying figure held flat at +$28.1M — a second straight cycle with no confirming second filing. ASAN ($9.58, RSI 61.7, was 59.3), INTC ($90.07, RSI 39.6, was 51.2), and TSM ($418.95, RSI 50.4, was 54.4) all show the same pattern — buying figures essentially unchanged (+$8.7M, +$2.4M, +$1.6M respectively) against real price movement underneath. This reads as a genuinely quiet Form-4 cycle rather than a data-fetch gap.

No name in this 59-stock universe closes below RSI 30 for a third straight cycle. RBLX ($38.37, RSI 39.9, was 38.7) held essentially flat, its 30-day print deepening further to -22.7%. Insider selling on RBLX sits at -$695.4M, essentially flat versus -$698.7M last cycle. RBLX's longer-horizon numbers confirm this is a name whose structure, not just its near-term price, is under real pressure: -39.2% below its 200-day, -66.59% on the year, alpha1y of -88.41%, collapse regime with a death cross. On the golden-signal (RSI<30 plus buying) and selling-into-dip (RSI<30 plus selling) criteria, both again return zero names.

BE's multi-cycle reversal cooled sharply this cycle, though the longer-horizon read still favors the trend over the pullback. Price fell to $201.45 (RSI 42.6, was 51.1), and the cushion above the 200-day narrowed to +8.0% from +24.6% (three straight prior cycles of widening) — the 30-day print flipped back to -7.68% from -3.9%. This ends the confirming streak flagged over the last three cycles. But BE's one-year return is +349.36% with alpha1y at +327.55%, and its regime label (pullback, thesis: intact) hasn't downgraded — this reads as a real cooldown inside a still-enormous secular move, not evidence the reversal itself has broken. Insider selling stayed roughly flat at -$460.8M (was -$451.4M) — still price-driven, not corroborated by fresh insider buying.

MRNA posted an extraordinary, unexplained move this cycle. ($145.13, RSI 71.6; 7D +129.02%, 30D +149.92%, one-year +453.51%, +197.8% above its 200-day, alpha1y +431.69%) — every field is verified directly against the summary, and this desk has no news, capture, or event receipt from this session identifying what drove any part of this move. A move of this size with no known catalyst is flagged explicitly as cause unknown, not glossed over with an inferred narrative.

ARM's 30-day print reversed back negative, undoing last cycle's "flipped positive" read — but the longer-horizon numbers stay solidly positive. ($243.32, RSI 39.2, was 50.9; 30D -14.14%, was +0.88%; 7D -12.89%) pulled back sharply on the short window. Its one-year return is +82.56% and it remains +23.4% above its 200-day (thesis: intact-but-priced) — this reads as a deep pullback inside an intact trend, consistent with the same-cycle pattern flagged across the semis-adjacent names in the companion tech-insider-buys scan.

The semis-adjacent complex broadly cooled on the short window while staying positive on the year. AMD (RSI 45.8, 30D -14.32%, change1y +189.08%, vs-SMA200 +43.5%), INTC (RSI 39.6, 30D -12.23%, change1y +283.28%, vs-SMA200 +26.0%), MRVL (RSI 55.8, change1y +232.87%, vs-SMA200 +63.4%), and ASML (RSI 50.5, change1y +139.84%, vs-SMA200 +21.9%) all cooled meaningfully on 7D/30D while remaining deeply positive on the year and well above their 200-days. ISRG (RSI 47.6, was 56.0; regime now collapse, vs-SMA200 -19.9%, change1y -19.38%) is the exception in this group — its thesisState is still tagged intact, but the chart itself has moved below its 200-day with a negative one-year return, worth flagging as a name where the price structure and the thesis flag now disagree.

Heavy insider selling stayed essentially frozen across the top-20 dollar-value names. AMZN (-$9.6B), NVDA (-$3.3B), LLY (-$3.1B), PLTR (-$2.3B), and AVGO (-$1.6B) all held their prior-cycle figures exactly. AMD's selling deepened to -$410.2M from -$389.2M. DDOG's captured figure moved to -$668.9M from -$737.1M. SNOW ticked up to -$1.3B from -$1.2B.


What Changed Since Prior Scan (2026-08-14 → 2026-08-21)

Change Read
Buying table stayed completely static — same five names, dollar figures essentially unchanged Second straight cycle with no fresh Form-4 filing activity behind any name in this table
No name clears RSI 30 for a third straight cycle — RBLX 38.7→39.9 Golden-signal and selling-into-dip criteria both stay at zero across three cycles now
BE's three-cycle confirming streak cooled sharply — cushion +24.6%→+8.0%, 30D flipped to -7.68% Still a deep pullback inside a +349.36% one-year trend, not a broken reversal
MRNA posted an extraordinary, unexplained move — 30D +149.92%, one-year +453.51% No corpus source identifies a driver this session
ARM's 30-day print reversed negative — +0.88%→-14.14% One-year return (+82.56%) and 200-day cushion (+23.4%) both stay positive — a pullback, not a break
ISRG's structure diverged from its thesis flag — regime now `collapse`, vs-SMA200 -19.9% `thesisState` still reads `intact`; chart and flag now disagree
AMD's selling deepened — -$389.2M→-$410.2M Modest increase in captured selling dollars
TSLA's 30-day print improved further — -13.23%→-2.98% Buying still frozen at +$219.9M — no fresh Form-4 activity

How To Read The Board

This is a price-and-structure screen cross-referenced with insider Form-4 net dollars — not a recommendation engine. The buying table's second straight cycle of zero fresh filings is a genuinely quiet read on insider conviction in this universe, not a data gap — every name's dollar figure either matched last cycle's exactly or moved by a negligible amount. A universe-wide absence of any RSI<30 name across three straight cycles says the tape has stabilized broadly in this universe, not that every name here is a buy. Structure labels — intact (golden cross, uptrend/basing), damaged (death cross, downtrend/collapse), extended (large positive vs-SMA200 in an uptrend) — describe the chart only. Per the desk's long-horizon discipline, a cooling short-window read (BE, ARM) is checked against change1y and vs-SMA200 before it gets called a broken trend — both stayed intact this cycle for both names. MRNA's move is reported at full size because it is verified against the summary, and flagged as cause unknown because it is: this desk has no receipt for it.


Price Table

Insider Buying (net > $100K)

Symbol Price RSI 7D 30D 1Y vs SMA200 Regime Structure Insider Net
TSLA $362.86 58.0 +6.0% -3.0% +13.4% -10.0% downtrend Damaged (death cross) +$219.9M (unchanged)
CRSP $59.50 66.6 +11.1% +26.0% +12.7% +12.1% pullback Damaged (death cross) +$28.1M (unchanged)
ASAN $9.58 61.7 +4.8% +39.2% -30.1% +6.8% pullback Damaged (death cross) +$8.7M (unchanged)
INTC $90.07 39.6 -12.1% -12.2% +283.3% +26.0% pullback Intact (golden cross) +$2.4M (unchanged)
TSM $418.95 50.4 -1.7% -0.5% +84.3% +14.4% pullback Intact (golden cross) +$1.6M (essentially unchanged)

(No other name in this universe shows net insider buying above $100K this cycle.)

Insider Selling — Captured This Cycle (top 20 by net dollar value)

Symbol Price RSI 7D 30D 1Y vs SMA200 Regime Structure Insider Net
AMZN $258.63 49.7 -3.2% +5.6% +16.5% +8.5% uptrend Intact -$9.6B (unchanged)
NVDA $214.72 51.0 -4.2% +1.3% +22.9% +10.0% basing Intact -$3.3B (unchanged)
LLY $1,255.40 59.4 +6.3% +7.9% +76.9% +19.2% uptrend Intact -$3.1B (unchanged)
PLTR $179.94 69.4 +3.4% +44.5% +15.2% +18.8% pullback Intact -$2.3B (unchanged)
AVGO $368.45 38.7 -6.3% -7.2% +28.2% -0.2% pullback Intact -$1.6B (unchanged)
PANW $357.87 51.6 -6.9% +6.7% +95.2% +58.3% uptrend Intact -$1.5B (unchanged)
ABNB $187.30 71.8 +1.8% +33.7% +48.2% +37.5% uptrend Intact -$1.3B (unchanged)
SNOW $332.78 69.1 +1.1% +24.3% +70.9% +54.2% uptrend Intact -$1.3B (up from -$1.2B)
NFLXE $79.59 61.6 +1.8% +16.1% -34.0% -10.0% downtrend Damaged -$1.1B (unchanged)
COIN $186.49 67.0 +25.6% +12.3% -37.9% -6.1% downtrend Damaged -$889.3M (unchanged)
NET $293.14 52.2 -7.2% +9.0% +52.1% +33.7% pullback Intact -$738.3M (down from -$750.0M)
DOCN $115.64 42.6 -11.0% -19.0% +285.6% +23.2% pullback Intact -$675.5M (up from -$674.2M)
DDOG $235.62 43.9 -7.8% -4.1% +82.4% +35.2% pullback Intact -$668.9M (down from -$737.1M)
TWLO $225.30 54.1 -5.5% +22.9% +123.1% +42.6% pullback Intact -$634.0M (unchanged)
SOFI $18.91 58.2 +3.4% +10.8% -19.0% -7.8% downtrend Damaged -$517.1M (unchanged)
BE $201.45 42.6 -12.4% -7.7% +349.4% +8.0% pullback Intact — reversal cooling -$460.8M (up from -$451.4M)
AAPL $309.35 47.3 +1.1% -5.1% +37.6% +9.9% uptrend Intact -$419.2M (unchanged)
AMD $473.25 45.8 -8.0% -14.3% +189.1% +43.5% pullback Intact -$410.2M (up from -$389.2M)
ESTC $85.94 74.7 -0.9% +46.5% +10.8% +34.5% uptrend Damaged -$395.6M (unchanged)
RBLX $38.37 39.9 +0.3% -22.7% -66.6% -39.2% collapse Damaged -$695.4M (unchanged)

(51+ names show net insider selling this cycle per the pull; the 20 above are the largest captured. Other names in the 08-14 top-20 not restated here superseded by RBLX's larger figure this cycle.)

Selling Into Dip (technical extreme + insider selling this cycle)

None this cycle. RBLX, the closest candidate, sits at RSI 39.9 on the summary basis — above the strict RSI-30 threshold for a third straight cycle — with -$695.4M in insider selling (essentially flat vs -$698.7M).

Deepest Technical Oversold (RSI < 40, no insider-buying confirmation)

Symbol Price RSI vs SMA200 1Y Regime Note
INTC $90.07 39.6 +26.0% +283.3% pullback Insider buying present (+$2.4M) — see Buying table
RBLX $38.37 39.9 -39.2% -66.6% collapse The closest to oversold this cycle, further from RSI 30 than in this tracked window's start
AVGO $368.45 38.7 -0.2% +28.2% pullback Testing its 200-day directly; see companion bargain-bin/tech-insider-buys scans
META $549.90 38.7 -11.9% -25.4% downtrend Below its 200-day, negative on the year
ARM $243.32 39.2 +23.4% +82.6% pullback Deep pullback inside an intact trend

Tier Analysis

Buying table frozen for a second cycle — no fresh Form-4 activity across TSLA, CRSP, ASAN, INTC, or TSM; treat the dollar figures as continuing prior conviction, not fresh signal.

Universe-wide clean read extends to a third cycle — no name closes below RSI 30 anywhere in this 59-stock universe; both the golden-signal and selling-into-dip criteria return zero.

Reversal cooling, trend still intact — BE's cushion above the 200-day narrowed sharply, but its one-year return (+349.36%) keeps this read as a pullback rather than a break.

Extraordinary, unexplained move — MRNA's 30-day and one-year prints are the largest in this universe by a wide margin; no corpus source for the driver.

Semis-adjacent complex cools on the short window, stays positive on the year — AMD, INTC, MRVL, ASML, ARM all pulled back on 7D/30D while remaining well above their 200-days with large positive one-year returns.

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

Heavy selling, damaged structure — verification-worthy — PLTR, NFLX, COIN, SOFI, ESTC, RBLX.


Entry Zones

Stock Price Zone RSI Insider Signal Setup
RBLX $38.37 Closest to oversold, structurally broken 39.9 -$695.4M selling (flat) -66.6% 1Y, -39.2% below its 200-day — a damaged trend, not a discount
BE $201.45 Watch for the reversal to resume 42.6 -$460.8M selling (up slightly) Cushion narrowed to +8.0% from +24.6%; +349.4% 1Y keeps this a pullback, not a break
MRNA $145.13 Verify before acting — no known driver 71.6 n/a (not tracked for buying/selling this cycle) +149.92% 30D, +453.51% 1Y — extraordinary and unexplained
ARM $243.32 Deep pullback inside an intact trend 39.2 n/a -14.14% 30D against +82.56% 1Y and +23.4% above its 200-day

Action Matrix

Action Stocks Why
🔍 BUYING STATIC — NO FRESH FILING TSLA, CRSP, ASAN, INTC, TSM Second straight cycle with unchanged dollar figures
⚠️ VERIFY BEFORE ACTING — UNEXPLAINED MOVE MRNA +149.92% 30D and +453.51% 1Y with no corpus source identifying a driver
🔍 REVERSAL COOLING, TREND INTACT BE Cushion narrowed sharply; +349.4% 1Y keeps this a pullback
🔍 DEEP PULLBACK, TREND INTACT ARM, AMD, INTC, MRVL, ASML, DOCN Cooled hard on 7D/30D while staying well above their 200-days on the year
🔒 HOLD (routine selling, structure intact) AMZN, NVDA, AAPL, LLY, PANW, ABNB, SNOW, NET, DDOG, TWLO Intact structure; selling figures near-frozen or matching prior levels
⚠️ VERIFY BEFORE ACTING — DAMAGED STRUCTURE PLTR, NFLX, COIN, SOFI, ESTC, RBLX Damaged structure paired with net insider selling
🔍 THESIS FLAG VS. CHART DIVERGENCE ISRGE `thesis: intact` but regime now `collapse`, below its 200-day

What To Watch Next

Watch Why it matters
Whether a fresh Form-4 filing appears on any of the five buying names next cycle Second straight cycle with zero new activity
Whether any name closes back below RSI 30 Three straight cycles with zero names under the strict threshold
BE's next print Cushion narrowed sharply this cycle — a fourth print will show whether the pullback is shallow or the reversal is over
Whether a news/event receipt surfaces for MRNA's move Currently the largest, least-explained move in this universe
ARM's next print 30-day print reversed negative this cycle; watch whether it stabilizes above the 200-day
ISRG's thesis flag Chart has moved to `collapse`/below-200-day while the flag still reads `intact` — worth a fundamentals-side check

Sources

  • Tape data (price/RSI/SMA/returns/change1y/alpha1y/vsSma200): full-scan pre-computed summaries as of the 2026-08-21 close — insider-universe.
  • Insider Form-4 net dollar flows: pre-captured insider-scan:full report (run this session) — no discrepancies found on price for the names it did capture; RSI-basis gap on RBLX noted above.
10 events

No direct external sources are attached to this read.