Insider Scan
Insider Scan
2026-08-28 Insider Activity Scan — Buying Table Frozen For A Third Straight Cycle, No Name Clears RSI 30 For A Fourth, BE's Reversal Resumes, MRNA Cools On RSI But Keeps Climbing On 30D With Still No Known Driver
The insider-buying table is unchanged for a third straight cycle — TSLA (+$219.9M), CRSP (+$28.1M), ASAN (+$8.7M), INTC (+$2.4M), and TSM (+$1.6M) — with no fresh Form-4 filing activity behind any of them. For a fourth straight cycle, no name in this 59-stock universe closes below RSI 30 on the summary basis — the closest reading this cycle is EOSE at RSI 38.5 (a structurally broken small-cap energy-storage name, -54.14% on the year), not a returning name from prior cycles. BE's multi-cycle reversal, which cooled sharply last cycle, resumed this cycle — its cushion above the 200-day widened back to +11.8% from +8.0%, and its 30-day print flipped back positive to +28.71% from -7.68%, though its one-year return cooled to +284.62% from +349.36% as the trailing window rolled forward. MRNA cooled on the short window (RSI 71.6 → 63.5, 7D -4.89%) but kept climbing on the 30-day and one-year windows — 30-day now +153.24% (was +149.92%), one-year +463.91% (was +453.51%) — this desk checked news (fetched 2026-08-25, ok, not stale) and research/stock-events/ for MRNA; no driver was found for either this week's pullback or the underlying multi-week climb, for a second straight cycle. ARM's reversal stabilized — 30-day flipped back positive to +6.3% from -14.14%, though its one-year return cooled to +67.7% from +82.56% and its 200-day cushion narrowed to +19.9% from +23.4%. ISRG's divergence between chart and thesis flag persisted and worsened — regime still collapse, vs-SMA200 now -20.5% (was -19.9%), one-year -21.37% (was -19.38%), while thesisState still reads intact. NVDA and MRVL both reported earnings this week (NVDA's Q2 FY2027 print confirmed August 26, a beat on EPS and revenue; MRVL's scheduled August 27 print remains unconfirmed in the event record even as market commentary discusses it) — both names cooled on the short window this cycle inside otherwise intact long-horizon trends.
Data as-of the 2026-08-28 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 — 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 in prior cycles, the report's own RSI basis differs from the summary's precomputed RSI on RBLX (report reads 36, summary reads 42.4); this scan uses the summary RSI throughout. Prior scan: 2026-08-22-insider-scan.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 A quiet cycle on the insider-flow side (the buying table is entirely static for a third cycle) alongside one resumed reversal (BE), one stabilized pullback (ARM), and one still-unexplained extraordinary move (MRNA) |
| Buying table frozen | Same five names, dollar figures essentially unchanged for a third straight cycle: 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 fourth straight cycle |
| Heaviest selling (this cycle's pull) | AMZN (-$9.4B), NVDA (-$3.3B), LLY (-$3.1B), PLTR (-$2.4B), AVGO (-$1.6B) — essentially unchanged from last cycle |
| Selling into dip (RSI<30, summary basis) | None this cycle — EOSE, the closest at RSI 38.5, sits well above the strict threshold and is not in the selling-table's top-20 |
| BE's reversal resumes | Cushion above the 200-day widened back to +11.8% from +8.0%; 30-day flipped positive to +28.71% from -7.68% |
| Key insight | The Form-4 side stays genuinely quiet for a third straight cycle, while the price side shows the semis-adjacent complex cooling on the short window inside intact one-year trends, with NVDA's confirmed Q2 print as this week's dominant sourced catalyst |
What's Going On
The insider-buying table stayed completely unchanged for a third straight cycle, both in composition and in dollar terms. TSLA ($348.75, RSI 50.9, was 58.0; 30D +16.9%, was -3.0%) continues with buying frozen at +$219.9M, no fresh filing activity for a sixth-plus straight cycle. CRSP ($57.72, RSI 56.5, was 66.6; 30D +21.16%, was +26.0%) cooled modestly while its buying figure held flat at +$28.1M. ASAN ($10.19, RSI 65.7, was 61.7), INTC ($89.47, RSI 41.5, was 39.6), and TSM ($417.52, RSI 49.6, was 50.4) all show the same pattern — buying figures essentially unchanged (+$8.7M, +$2.4M, +$1.6M) against real price movement underneath. This reads as a continued quiet Form-4 cycle, not a data-fetch gap.
No name in this 59-stock universe closes below RSI 30 for a fourth straight cycle — and the closest reading is a structurally broken name, not a returning one. EOSE ($3.27, RSI 38.5) is the closest to the strict line this cycle, but its longer-horizon numbers confirm this is a broken structure, not a discount: -54.14% on the year, 1-year alpha -74.01%, collapse regime. RBLX ($38.53, RSI 42.4, was 39.9) actually improved off last cycle's reading, though its one-year return worsened to -69.63% (was -66.6%) and it remains -37.3% below its 200-day — still a damaged structure, not a bargain. Insider selling on RBLX moved to -$627.0M, down from -$695.4M. 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, which cooled sharply last cycle, resumed this cycle. Price rose to $210.77 (RSI 46.3, was 42.6), and the cushion above the 200-day widened back to +11.8% from +8.0% — the 30-day print flipped back to +28.71% from -7.68%. Its one-year return cooled to +284.62% (was +349.36%) as the trailing comparison window rolled forward, and 1-year alpha sits at +264.74%; the regime label (pullback, thesis: intact) is unchanged. Insider selling stayed roughly flat at -$460.8M — still price-driven, not corroborated by fresh insider buying.
MRNA cooled on the short window but kept climbing on the 30-day and one-year windows, still with no known driver. ($137.99, RSI 63.5, was 71.6; 7D -4.89%, RSI cooling off the pullback) — yet 30D is +153.24% (was +149.92%) and one-year is +463.91% (was +453.51%), with vs-SMA200 still enormous at +166.6% (was +197.8%, compressed some but still extreme). This desk checked latest (fetched 2026-08-25T23:40:47Z, ok: true, not stale) and research/stock-events/ for MRNA this session — the pull returns generic quote/aggregator pages, and no event record covers a driver for either the week's pullback or the sustained multi-week climb. This is now the second straight cycle this desk has checked and found nothing; flagged as cause unknown, not glossed over.
ARM's reversal stabilized, undoing last cycle's negative flip. ($239.05, RSI 40, was 39.2; 30D +6.3%, was -14.14%; 7D -1.78%) pulled back slightly on the week but the 30-day print flipped back positive. Its one-year return cooled to +67.7% (was +82.56%) and its 200-day cushion narrowed to +19.9% (was +23.4%) — still a deep pullback inside an intact trend, but the cushion is compressing across two cycles now, worth tracking.
ISRG's divergence between its chart and its thesis flag persisted and worsened this cycle. ($372.60, RSI 45.7, was 47.6; regime still collapse, vs-SMA200 -20.5%, was -19.9%; one-year -21.37%, was -19.38%) — the chart has now spent a second straight cycle below its 200-day with a worsening one-year deficit, while thesisState still reads intact. This divergence is flagged again, not resolved, and is worth a direct fundamentals check.
The semis-adjacent complex broadly cooled on the short window this cycle, coinciding with NVDA's and MRVL's earnings week. NVDA ($217.55, RSI 52.3, unchanged from last cycle's basing regime; change1d -4.57%) reported Q2 FY2027 results after the close on August 26 — confirmed via SEC filing (Form 10-Q and 8-K), revenue $96.221B (+106% YoY), non-GAAP EPS $2.22 versus $2.09 consensus (a beat), with guidance of $108.0B ±2% for Q3 and a preliminary 70% FY2028 revenue-growth outlook. MRVL ($216.62, RSI 47.2, was 55.8; 7D -8.63%) has a scheduled August 27 earnings date that remains unconfirmed in the event record (overdue-unconfirmed) even as news commentary from the same week discusses the print — this scan describes MRVL's decline as earnings-week volatility, not a confirmed beat/miss reaction. AMD (RSI 44.8, was 45.8; 30D +8.38%, was -14.32%, reversed positive; one-year +176.17%, vs-SMA200 +38.7%) and INTC (RSI 41.5, was 39.6; 30D +9.27%, was -12.23%, reversed positive; one-year +258.88%, vs-SMA200 +22.9%) both flipped back positive on 30D while cooling modestly on the year. ASML (RSI 43.4, was 50.5; one-year +122.17%, was +139.84%, vs-SMA200 +15.9%, was +21.9%) cooled on both windows. All four remain deep pullbacks inside intact long-horizon trends.
Heavy insider selling stayed essentially frozen across the top-20 dollar-value names. AMZN (-$9.4B, was -$9.6B), NVDA (-$3.3B, unchanged), LLY (-$3.1B, unchanged), PLTR (-$2.4B, up from -$2.3B), and AVGO (-$1.6B, unchanged) all held roughly their prior-cycle figures. RBLX's selling moved down to -$627.0M from -$695.4M. DDOG's captured figure moved to -$660.6M from -$668.9M. SNOW ticked down to -$1.2B from -$1.3B. AMD's selling moved up slightly to -$425.2M from -$410.2M.
What Changed Since Prior Scan (2026-08-21 → 2026-08-28)
| Change | Read |
|---|---|
| Buying table stayed completely static for a third straight cycle | No fresh Form-4 filing activity behind any of the five names in this table |
| No name clears RSI 30 for a fourth straight cycle — closest is EOSE at 38.5, not a returning name | Golden-signal and selling-into-dip criteria both stay at zero across four cycles |
| BE's reversal resumed — cushion +8.0%→+11.8%, 30D flipped to +28.71% | Last cycle's cooldown reversed; still a deep pullback inside a +284.62% one-year trend |
| MRNA cooled on RSI but kept climbing on 30D/1Y — RSI 71.6→63.5, 30D +149.92%→+153.24% | Second straight cycle checked, no corpus source identifies a driver |
| ARM's reversal stabilized — 30D -14.14%→+6.3% | One-year cooled to +67.7% and 200-day cushion narrowed to +19.9%, both still solidly positive |
| ISRG's structure/thesis divergence worsened — vs-SMA200 -19.9%→-20.5%, one-year -19.38%→-21.37% | `thesisState` still reads `intact`; chart and flag disagree for a second cycle |
| NVDA and MRVL both entered earnings week | NVDA's Q2 print confirmed (beat); MRVL's scheduled print remains unconfirmed in the event record |
| RBLX's selling eased — -$695.4M→-$627.0M | RSI improved slightly (39.9→42.4) but one-year deficit worsened to -69.63% |
How To Read The Board
This is a price-and-structure screen cross-referenced with insider Form-4 net dollars — not a recommendation engine. A third straight cycle of zero fresh filings in the buying table is a genuinely quiet read on insider conviction in this universe, not a data gap. A fourth straight cycle with no name below RSI 30 says the tape has stabilized broadly, not that every name is a buy — and this cycle's closest reading (EOSE) is itself a broken structure, not a bargain, which is the distinction this scan exists to draw. 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 or reversing short-window read (BE, ARM, AMD, INTC, ASML) is checked against 1-year change and vs-SMA200 before it gets called a break — all stayed positive this cycle. MRNA's move is reported at full size because it is verified against the summary, and flagged as cause unknown because this desk checked its news receipt and the stock-events ledger and found nothing, for a second straight cycle. NVDA's confirmed Q2 print is cited from its SEC filing and event record, not from news commentary alone; MRVL's is explicitly NOT cited as confirmed, because the event ledger itself still marks it unconfirmed — elapsed time and market chatter don't promote a scheduled event to captured.
Price Table
Insider Buying (net > $100K)
| Symbol | Price | RSI | 7D | 30D | 1Y | vs SMA200 | Regime | Structure | Insider Net |
|---|---|---|---|---|---|---|---|---|---|
| TSLA | $348.75 | 50.9 | -3.9% | +16.9% | +0.8% | -13% | downtrend | Damaged (death cross) | +$219.9M (unchanged) |
| CRSP | $57.72 | 56.5 | -3.0% | +21.2% | +8.8% | +8.6% | pullback | Intact (golden cross) | +$28.1M (unchanged) |
| ASAN | $10.19 | 65.7 | +6.5% | +19.7% | -30.0% | +14.7% | pullback | Damaged (death cross) | +$8.7M (unchanged) |
| INTC | $89.47 | 41.5 | -0.7% | +9.3% | +258.9% | +22.9% | pullback | Intact (golden cross) | +$2.4M (unchanged) |
| TSM | $417.52 | 49.6 | -0.3% | +11.4% | +75.2% | +13% | pullback | Intact (golden cross) | +$1.6M (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 | $266.43 | 55.9 | +3.0% | +17.6% | +15.0% | +11.6% | uptrend | Intact | -$9.4B (down from -$9.6B) |
| NVDA | $217.55 | 52.3 | +1.3% | +14.5% | +20.9% | +11.1% | basing | Intact | -$3.3B (unchanged) |
| LLY | $1,174.61 | 45.5 | -6.5% | -2.9% | +60.5% | +10.8% | uptrend | Intact | -$3.1B (unchanged) |
| PLTR | $186.29 | 69.3 | +3.5% | +51.5% | +17.8% | +23.1% | pullback | Intact | -$2.4B (up from -$2.3B) |
| AVGO | $368.79 | 42.7 | +0.1% | -0.4% | +20.4% | -0.2% | pullback | Intact | -$1.6B (unchanged) |
| PANW | $371.59 | 55.8 | +3.9% | +18.3% | +94.5% | +61.9% | uptrend | Intact | -$1.5B (unchanged) |
| ABNB | $189.43 | 67.8 | +1.1% | +23.8% | +45.2% | +37.4% | uptrend | Intact | -$1.3B (unchanged) |
| SNOW | $328.00 | 61.3 | -1.4% | +15.9% | +36.1% | +51% | uptrend | Intact | -$1.2B (down from -$1.3B) |
| NFLXE | $81.72 | 62.6 | +2.7% | +11.0% | -33.6% | -6.8% | downtrend | Damaged | -$1.1B (unchanged) |
| COIN | $178.64 | 56.8 | -4.2% | +11.6% | -42.1% | -8.6% | downtrend | Damaged | -$885.4M (flat) |
| NET | $299.84 | 54.3 | +2.3% | +10.9% | +40.5% | +35.9% | pullback | Intact | -$738.3M (unchanged) |
| DOCN | $111.21 | 41.9 | -3.8% | +4.2% | +233.4% | +16.4% | pullback | Intact | -$675.5M (unchanged) |
| DDOG | $236.98 | 46.9 | +0.6% | -10.3% | +68.1% | +35% | pullback | Intact | -$660.6M (down from -$668.9M) |
| TWLO | $237.78 | 59.6 | +5.6% | +26.3% | +123.5% | +48.1% | uptrend | Intact | -$634.0M (unchanged) |
| RBLX | $38.53 | 42.4 | +0.4% | -23.1% | -69.6% | -37.3% | collapse | Damaged | -$627.0M (down from -$695.4M) |
| SOFI | $18.06 | 49.6 | -4.6% | +18.4% | -30.7% | -10.8% | downtrend | Damaged | -$517.1M (unchanged) |
| BE | $210.77 | 46.3 | +4.6% | +28.7% | +284.6% | +11.8% | pullback | Intact — reversal resumed | -$460.8M (unchanged) |
| AAPL | $319.70 | 57.4 | +3.3% | -5.5% | +37.5% | +13.1% | uptrend | Intact | -$419.7M (flat) |
| AMD | $465.57 | 44.8 | -1.6% | +8.4% | +176.2% | +38.7% | pullback | Intact | -$425.2M (up from -$410.2M) |
| ESTC | $99.91 | 77.5 | +16.4% | +55.0% | +13.8% | +56.6% | parabolic | Damaged | -$395.6M (unchanged) |
(52+ names show net insider selling this cycle per the pull; the 20 above are the largest captured.)
Selling Into Dip (technical extreme + insider selling this cycle)
None this cycle. EOSE, the closest candidate on the RSI basis (38.5), is not in the top-20 captured selling table.
Deepest Technical Oversold (RSI < 40, no insider-buying confirmation)
| Symbol | Price | RSI | vs SMA200 | 1Y | Regime | Note |
|---|---|---|---|---|---|---|
| EOSE | $3.27 | 38.5 | -62.3% | -54.1% | collapse | Closest to oversold this cycle — genuinely broken, not a discount |
| FSLR | $204.46 | 38.7 | -11.9% | +3.8% | collapse | Below its 200-day despite a thin positive year |
| ARM | $239.05 | 40 | +19.9% | +67.7% | pullback | Deep pullback inside an intact trend |
| AKAM | $107.47 | 40.8 | -1.5% | +37.1% | collapse | Modestly below its 200-day |
| INTC | $89.47 | 41.5 | +22.9% | +258.9% | pullback | Insider buying present (+$2.4M) — see Buying table |
Tier Analysis
Buying table frozen for a third 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 fourth cycle — no name closes below RSI 30 anywhere in this 59-stock universe; both the golden-signal and selling-into-dip criteria return zero, and this cycle's closest name (EOSE) is a broken structure.
Reversal resumed — BE's cushion above the 200-day widened back after cooling sharply last cycle, keeping this read as an intact, if volatile, secular trend.
Reversal stabilized — ARM's 30-day print flipped back positive, though its cushion is compressing across two cycles now.
Structure/thesis divergence, worsening — ISRG's chart deteriorated further while its flag stayed intact; worth a direct check.
Extraordinary, still unexplained — MRNA's 30-day and one-year prints stay the largest in this universe by a wide margin; a second straight cycle with no corpus source for the driver.
Semis-adjacent complex cools inside earnings week — AMD, INTC, ASML all reversed or cooled on the short window while staying deep pullbacks inside intact one-year trends; NVDA's Q2 print is confirmed, MRVL's is not yet.
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 |
|---|---|---|---|---|---|
| EOSE | $3.27 | Closest to oversold, structurally broken | 38.5 | Not in top-20 selling | -54.1% 1Y, -62.3% below its 200-day — genuinely broken, not a discount |
| RBLX | $38.53 | Still damaged, selling eased | 42.4 | -$627.0M selling (down from -$695.4M) | -69.6% 1Y, -37.3% below its 200-day |
| BE | $210.77 | Reversal resumed | 46.3 | -$460.8M selling (flat) | Cushion widened back to +11.8% from +8.0%; +284.6% 1Y keeps this a pullback, not a break |
| MRNA | $137.99 | Verify before acting — no known driver | 63.5 | n/a | +153.24% 30D, +463.91% 1Y — second straight cycle checked, still unexplained |
| ARM | $239.05 | Deep pullback, reversal stabilized | 40 | n/a | +6.3% 30D against +67.7% 1Y and +19.9% above its 200-day |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔍 BUYING STATIC — NO FRESH FILING | TSLA, CRSP, ASAN, INTC, TSM | Third straight cycle with unchanged dollar figures |
| ⚠️ VERIFY BEFORE ACTING — UNEXPLAINED MOVE | MRNA | +153.24% 30D and +463.91% 1Y with no corpus source identifying a driver, checked for a second cycle |
| 🔒 HOLD — REVERSAL RESUMED | BE | Cushion widened back to +11.8%; +284.6% 1Y keeps this a pullback |
| 🔍 DEEP PULLBACK, TREND INTACT | ARM, AMD, INTC, ASML, DOCN | Cooled or reversed 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 — WORSENING | ISRGE | `thesis: intact` but regime still `collapse`, further below its 200-day this cycle |
| 🔍 EARNINGS-WEEK VOLATILITY, UNCONFIRMED PRINT | MRVL | Scheduled August 27 print remains unconfirmed in the event record |
What To Watch Next
| Watch | Why it matters |
|---|---|
| Whether a fresh Form-4 filing appears on any of the five buying names next cycle | Third straight cycle with zero new activity |
| Whether any name closes back below RSI 30 | Four straight cycles with zero names under the strict threshold |
| BE's next print | Reversal resumed this cycle after cooling sharply last cycle — a fifth print will show which pattern holds |
| Whether a news/event receipt surfaces for MRNA's move | Checked for a second straight cycle with nothing found |
| ARM's next print | 30-day print stabilized positive this cycle; watch whether the 200-day cushion keeps compressing |
| ISRG's thesis flag | Chart deteriorated further this cycle while the flag still reads `intact` — worth a direct fundamentals check |
| Whether MRVL's scheduled earnings print gets confirmed in the event record | Currently unconfirmed despite active market commentary |
Sources
- Tape data (price/RSI/SMA/returns/1-year change/1-year alpha/vs 200-day): full-scan pre-computed summaries as of the 2026-08-28 close — insider-universe.
- Insider Form-4 net dollar flows: pre-captured
insider-scan:fullreport (run this session). - NVDA Q2 FY2027 earnings: confirmed via 2026-08-26-nvda-earnings (SEC Form 10-Q/8-K, beat vs. consensus).
- MRVL earnings status: 2026-08-27-mrvl-earnings (scheduled date passed, print unconfirmed).
- MRNA news/event check: latest (fetched 2026-08-25, ok, not stale);
research/stock-events/searched for MRNA — no driver found.
Related
9 eventsNo direct external sources are attached to this read.