Insider Activity Scan
Insider Activity Scan
Insider buying is a frozen five-name list — Tesla, CRISPR Therapeutics, Asana, Intel and TSMC — while the sell side is dominated by the market's strongest multi-year winners, and no stock in this universe is oversold enough to pair with buying: the lowest momentum reading anywhere is NFLX (31.1). Three names read above RSI 70 (AMD, Datadog, TSMC), and the weakest charts (EOSE, Netflix, SoFi) are where selling and structure agree.
Prices and technicals are the settled 2026-10-02 close, per the desk's summaries. Insider dollar figures come from the Form 4 report run for this edition; that report's own price and momentum columns are not used anywhere on this page.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Strong tape under the heaviest sellers; buying list unchanged; no oversold-plus-buying setup |
| Golden signals (oversold + buying) | 0 — no name in the universe sits below RSI 30 |
| Selling into a dip (oversold + selling) | 0 by the report's RSI-below-30 rule; closest are NFLX (RSI 31.1, -$1.0B) and SOFI (RSI 36.2, -$517.0M) |
| Insider buying | 5 names: TSLA +$221.0M, CRSP +$26.7M, ASAN +$4.5M, INTC +$2.4M, TSM +$1.5M |
| Insider selling | 52 names; heaviest are AMZN -$9.4B, NVDA -$4.0B, LLY -$3.0B, PLTR -$2.0B, AVGO -$1.9B |
| Leaders | MRNA (1Y +569.76%, +177.8% vs its 200-day), AMD (1Y +273.48%), DOCN (+261.84%), BE (+228.58%), INTC (+219.92%) |
| Laggards | EOSE (1Y -74.03%, -56.5% vs its 200-day), RBLX (-66.95%), HIMS (-49.89%), NFLX (-42.31%), SOFI (-39.28%) |
| Caveat | The Form 4 report lists 52 sellers but prints only the largest 20; the rest are counted, not named, and carry no dollar figure here. The buy and top-seller dollar figures match the prior edition to the figure, so they may be a slow-moving window rather than new filings — verify against the filings before leaning on any of them |
| Key insight | Heavy insider selling coexists with the strongest charts in the universe; the sellers who match a weak chart (NFLX, SOFI, RBLX) are the cleaner "insiders and tape agree" cases |
What's Going On
The buying list did not move. Tesla (+$221.0M) closed $370.59, up +4.65% on the day, still -5.7% against its 200-day with a 1Y of -15.00% — the largest buyer-backed name is also one with a damaged year. CRISPR ($55.43, 1Y -23.88%), Asana ($8.62, RSI 45.2, -12.04% on the month), Intel ($119.33, 1Y +219.92%) and TSMC ($472.78, RSI 71.5) complete it. Buying is concentrated in one name: Tesla is most of the dollars.
The biggest sellers have the strongest trends. NVIDIA (-$4.0B) closed $233.95, RSI 62.9, +16.6% above its 200-day. Palo Alto (-$1.4B) sits +61.1% above its 200-day with a 1Y of +92.66%; CrowdStrike (-$507.4M) is +75.9% above. AMD (-$470.5M) has a 1Y of +273.48% and RSI 70.1. Selling into strength inside durable uptrends is a different signal from selling into a broken chart.
Three names are extended. AMD (70.1), TSM (71.5), DDOG (70.6) are at or above RSI 70. MRNA, which led the momentum list previously, has cooled to RSI 66.2 but remains +177.8% above its 200-day.
Where the chart and the sellers agree. EOSE closed $3.21, -56.5% against its 200-day, 1Y -74.03%, -83.84% from its high — the most structurally damaged name here. NFLX ($67.06, RSI 31.1, 1Y -42.31%) and SOFI ($15.77, RSI 36.2) pair meaningful selling with weak charts.
One large mover with no cause on file. MongoDB is -12.79% over seven days (RSI 43.5, still +4.4% vs its 200-day). Its news was re-pulled 2026-10-03 with no item on the move; no stock-event record exists for October 1 or 2 and no October 1-2 capture matched. Cause not established.
What Changed Since Prior Scan (2026-09-25 → 2026-10-02)
| Change | Read |
|---|---|
| Buying list unchanged — same five names, same dollar figures | Tesla remains the bulk of the dollars; no new buyer joined |
| Top-five sellers unchanged — AMZN, NVDA, LLY, PLTR, AVGO | Dollar figures match the prior edition |
| MRNA cooled — now RSI 66.2, below 70 | Only AMD, DDOG and TSM are above 70 |
| Still no golden signal | No name below RSI 30 |
| Tesla stands out on the day — +4.65% | Still below its 200-day |
How To Read The Board
The insider dollar figures are net Form 4 flows from the report; every price, momentum and return figure is from the desk's own summaries. A name with heavy insider selling and a strong chart is not a warning by itself — executives of fast-rising companies sell routinely. The combination that matters is selling plus a broken chart (a real warning) or buying plus oversold momentum (a golden signal). The top 20 sellers carry dollar figures; the other 32 are tape-only below.
Price Table
Insider Buying (net above $100K)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Insider Net | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| TSLA | $370.59 | 55.0 | $364.87 | +1.6% | -0.41% | +3.80% | -15.00% | -5.7% | +$221.0M | 🔴 Below 200-day, negative year |
| CRSP | $55.43 | 50.6 | $54.91 | +0.9% | +2.21% | -2.62% | -23.88% | +4.0% | +$26.7M | 🟡 Above 200-day, negative year |
| ASAN | $8.62 | 45.2 | $9.04 | -4.6% | -4.43% | -12.04% | -36.01% | +2.6% | +$4.5M | 🟡 Above 200-day, negative year |
| INTC | $119.33 | 60.6 | $111.64 | +6.9% | -2.98% | +32.52% | +219.92% | +47.0% | +$2.4M | 🟢 Intact |
| TSM | $472.78 | 71.5 | $441.12 | +7.2% | +4.92% | +13.79% | +64.10% | +22.1% | +$1.5M | 🟢 Intact, extended |
Heaviest Insider Selling (top 20 of 52 tracked)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Insider Net | Signal |
|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $251.52 | 48.6 | $251.64 | +0.0% | +0.74% | -1.36% | +13.09% | +4.2% | -$9.4B | 🟢 Intact |
| NVDA | $233.95 | 62.9 | $223.79 | +4.5% | +3.95% | +4.25% | +23.86% | +16.6% | -$4.0B | 🟢 Intact |
| LLY | $1,142.85 | 43.0 | $1,151.22 | -0.7% | -3.43% | -1.49% | +39.40% | +6.4% | -$3.0B | 🟢 Intact |
| PLTR | $188.75 | 61.2 | $180.19 | +4.8% | -0.49% | +11.38% | +0.91% | +24.1% | -$2.0B | 🟢 Intact |
| AVGO | $355.14 | 47.6 | $354.10 | +0.3% | +0.66% | -3.29% | +5.02% | -3.4% | -$1.9B | 🟡 Below 200-day, year still positive |
| PANW | $403.24 | 62.6 | $370.97 | +8.7% | +7.61% | +22.76% | +92.66% | +61.1% | -$1.4B | 🟢 Intact |
| ABNB | $162.43 | 46.1 | $164.31 | -1.1% | +3.15% | -11.37% | +33.70% | +13.2% | -$1.3B | 🟢 Intact |
| SNOW | $341.04 | 57.1 | $334.09 | +2.1% | +1.52% | +11.51% | +41.78% | +49.6% | -$1.2B | 🟢 Intact |
| NFLXE | $67.06 | 31.1 | $73.50 | -8.8% | -5.75% | -18.94% | -42.31% | -20.2% | -$1.0B | 🔴 Below 200-day, negative year |
| COIN | $183.00 | 49.5 | $185.86 | -1.5% | -6.21% | +4.60% | -50.82% | -1.3% | -$884.7M | 🔴 Below 200-day, negative year |
| NET | $349.07 | 60.3 | $332.67 | +4.9% | +0.01% | +27.99% | +55.45% | +48.4% | -$744.9M | 🟢 Intact |
| DDOG | $277.22 | 70.6 | $244.11 | +13.6% | +3.39% | +32.50% | +82.90% | +50.0% | -$688.4M | 🟢 Intact, extended |
| DOCN | $140.07 | 58.1 | $132.50 | +5.7% | +0.23% | +33.57% | +261.84% | +32.9% | -$678.7M | 🟢 Intact |
| TWLO | $294.58 | 65.7 | $261.52 | +12.6% | +6.81% | +29.91% | +179.43% | +67.3% | -$639.3M | 🟢 Intact |
| RBLX | $44.12 | 48.6 | $46.26 | -4.6% | -5.00% | +7.06% | -66.95% | -20.4% | -$623.5M | 🔴 Below 200-day, negative year |
| SOFI | $15.77 | 36.2 | $16.83 | -6.3% | -4.89% | -11.60% | -39.28% | -16.8% | -$517.0M | 🔴 Below 200-day, negative year |
| CRWD | $270.04 | 68.7 | $242.28 | +11.5% | +7.10% | +32.75% | +117.42% | +75.9% | -$507.4M | 🟢 Intact |
| ESTC | $93.94 | 62.0 | $88.46 | +6.2% | +6.60% | +4.87% | +7.26% | +44.4% | -$492.5M | 🟢 Intact |
| AMD | $633.91 | 70.1 | $566.49 | +11.9% | +0.52% | +38.69% | +273.48% | +69.2% | -$470.5M | 🟢 Intact, extended |
| BE | $289.15 | 58.7 | $272.21 | +6.2% | +0.16% | +33.08% | +228.58% | +39.4% | -$466.3M | 🟢 Intact |
The Rest Of The Universe (tape only — no dollar figure printed)
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D% | 30D% | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | $333.69 | 54.7 | $331.89 | +0.5% | -2.16% | +2.69% | +29.77% | +15.4% | 🟢 Intact |
| MSFT | $517.53 | 62.6 | $501.67 | +3.2% | +0.26% | +4.17% | +0.35% | +19.6% | 🟢 Intact |
| GOOGL | $343.50 | 50.0 | $342.62 | +0.3% | -0.12% | +1.89% | +39.81% | +1.4% | 🟢 Intact |
| META | $728.08 | 61.5 | $695.92 | +4.6% | -3.14% | +22.81% | +0.14% | +15.9% | 🟢 Intact |
| ARM | $307.49 | 58.5 | $281.70 | +9.2% | -0.91% | +30.92% | +102.10% | +42.5% | 🟢 Intact |
| ASML | $1,867.31 | 64.8 | $1,721.85 | +8.4% | +7.07% | +11.00% | +81.26% | +21.0% | 🟢 Intact |
| MRVL | $272.29 | 65.0 | $246.18 | +10.6% | +3.95% | +31.87% | +215.88% | +63.1% | 🟢 Intact |
| QCOM | $184.87 | 52.4 | $185.29 | -0.2% | -8.47% | +8.77% | +9.49% | +9.2% | 🟢 Intact |
| FSLY | $25.81 | 53.3 | $24.74 | +4.3% | +3.41% | +26.33% | +185.19% | +29.3% | 🟢 Intact |
| AKAM | $108.92 | 48.2 | $109.04 | -0.1% | -4.41% | +3.64% | +39.62% | -2.5% | 🟡 Below 200-day, year still positive |
| MDB | $357.96 | 43.5 | $377.89 | -5.3% | -12.79% | -4.65% | +9.71% | +4.4% | 🟢 Intact |
| CRM | $234.69 | 51.4 | $241.13 | -2.7% | +0.29% | -8.66% | -1.75% | +17.0% | 🟡 Above 200-day, negative year |
| NOW | $134.38 | 50.3 | $136.23 | -1.4% | -0.91% | -1.71% | -26.17% | +16.1% | 🟡 Above 200-day, negative year |
| ZS | $196.60 | 54.6 | $191.49 | +2.7% | +1.84% | +13.82% | -36.08% | +18.1% | 🟡 Above 200-day, negative year |
| FTNT | $180.95 | 64.2 | $170.69 | +6.0% | +4.32% | +17.09% | +109.70% | +52.6% | 🟢 Intact |
| TMO | $654.80 | 56.6 | $646.26 | +1.3% | -2.99% | +7.60% | +24.73% | +20.7% | 🟢 Intact |
| MRNA | $190.01 | 66.2 | $167.69 | +13.3% | -4.46% | +25.99% | +569.76% | +177.8% | 🟢 Intact |
| NTLA | $12.26 | 51.2 | $12.08 | +1.5% | +4.34% | -3.92% | -40.02% | -4.6% | 🔴 Below 200-day, negative year |
| VRTX | $504.73 | 39.0 | $518.88 | -2.7% | -4.08% | -9.34% | +23.45% | +6.6% | 🟢 Intact |
| ISRGE | $391.95 | 51.2 | $387.38 | +1.2% | -3.27% | +5.40% | -11.53% | -12.4% | 🔴 Below 200-day, negative year |
| BNTX | $96.90 | 45.3 | $98.23 | -1.4% | -1.64% | -6.66% | -7.28% | -0.8% | 🔴 Below 200-day, negative year |
| EOSE | $3.21 | 40.4 | $3.69 | -13.0% | +1.26% | -11.08% | -74.03% | -56.5% | 🔴 Below 200-day, negative year |
| CEG | $257.49 | 42.1 | $268.70 | -4.2% | -2.20% | -11.22% | -27.97% | -10.5% | 🔴 Below 200-day, negative year |
| FSLR | $174.61 | 36.3 | $192.44 | -9.3% | -1.74% | -13.82% | -24.78% | -22.1% | 🔴 Below 200-day, negative year |
| ENPH | $33.47 | 42.6 | $34.71 | -3.6% | +3.30% | -5.77% | -11.31% | -18.8% | 🔴 Below 200-day, negative year |
| SHOP | $151.39 | 61.1 | $138.43 | +9.4% | +6.43% | +6.71% | +0.06% | +16.9% | 🟢 Intact |
| UBER | $68.11 | 36.8 | $70.58 | -3.5% | -2.17% | -10.91% | -29.50% | -8.9% | 🔴 Below 200-day, negative year |
| AFRM | $70.77 | 48.2 | $70.57 | +0.3% | -1.05% | -4.48% | -8.60% | +6.0% | 🟡 Above 200-day, negative year |
| IBKR | $88.30 | 46.6 | $89.43 | -1.3% | -1.05% | -0.92% | +24.45% | +8.6% | 🟢 Intact |
| UI | $620.52 | 63.8 | $571.42 | +8.6% | +10.67% | +3.70% | -8.45% | -5.6% | 🔴 Below 200-day, negative year |
| HIMS | $29.00 | 49.5 | $28.59 | +1.5% | -1.43% | +1.12% | -49.89% | +5.3% | 🟡 Above 200-day, negative year |
| U | $43.61 | 56.7 | $42.30 | +3.1% | +4.96% | +6.99% | +11.53% | +36.6% | 🟢 Intact |
| PINS | $19.26 | 45.4 | $18.95 | +1.6% | +1.90% | -9.24% | -39.62% | -9.3% | 🔴 Below 200-day, negative year |
| ZM | $92.88 | 48.6 | $92.66 | +0.2% | +3.53% | -3.11% | +12.94% | +1.9% | 🟢 Intact |
Tier Analysis
Capitulation (RSI below 25): None.
Oversold (RSI 25-40): VRTX (39.0), FSLR (36.3), UBER (36.8), NFLX (31.1), SOFI (36.2). None is a buying-plus-oversold match.
Neutral / Strong (RSI 40+): everything else; names at or above 70: AMD (70.1), TSM (71.5), DDOG (70.6).
Entry Zones
Conditions, not advice.
| Stock | Entry Zone | Thesis |
|---|---|---|
| TSLA | Current $370.59; 200-day $393.18 | Largest buyer-backed name, still under its 200-day and negative year; reclaiming the 200-day is the condition |
| ASAN | Current $8.62; 200-day $8.40 | Small buyer figure, -12.04% on the month, 1Y -36.01%; thin cushion |
| INTC | Current $119.33; 20-day $111.64 | Buyer-backed, but up +32.52% on the month; only a pullback is a discount |
| NFLXE | Current $67.06; 200-day $84.07 | Selling plus weak chart; a break of structure, not a zone |
| EOSE | Current $3.21 | Structurally broken; no zone |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| TSLA | 🟡 | 🔍 Watch | Heaviest buying, chart below 200-day |
| CRSP, ASAN | 🟡 | 🔍 Watch | Small buying, weak years |
| INTC, TSM | 🟢 | 🔒 Hold | Buying, strong trends, extended |
| NVDA, PANW, CRWD, NET, SNOW | 🟢 | 🔒 Hold | Heavy selling into intact trends |
| AMD, DDOG | 🟠 | ⚠️ Avoid chasing | Above RSI 70 with selling |
| NFLX, SOFI, RBLX, EOSE | 🔴 | ❌ Don't buy | Selling plus weak charts |
| AMZN, LLY, AVGO | 🟡 | 🔍 Watch | Largest sellers; flat-to-mixed charts |
What To Watch Next
- A first oversold-plus-buying match. Nothing is below RSI 30; NFLX (31.1) is the closest, and it has selling, not buying.
- Tesla's 200-day at $393.18 — the biggest buyer name needs it back.
- Whether the Form 4 figures refresh. Unchanged dollars across editions need a filing check.
- AMD, DDOG and TSM at RSI 70+. Cooling toward 60s would reset the extended group.
- MongoDB's seven-day slide — cause not yet established.
Sources
- Tape data: pre-computed desk summary, as of the 2026-10-02 close (insider-universe).
Desk price summaries for the insider universe (59 rows, latest bar 2026-10-02); Form 4 net-flow report run for this edition; September 25 edition of this scan.
Related
9 eventsNo direct external sources are attached to this read.