👀 Dip, Dive, Dodge & DASH!

Good morning and happy Sunday! Here is a quick market rundown and an ‘inside’ peek behind the curtains of what C-Level Execs, Wall St. Hedge Fund Gurus, and politicians are trading right now…!

Market Overview — Week Ending August 22, 2025

It was a volatile but ultimately bullish week on Wall Street, capped by a powerful Friday surge after Fed Chair Jerome Powell’s Jackson Hole remarks. Here’s what mattered most:

📊 Market Performance

• Dow Jones: +1.9% on Friday, closing at a new record high; +1.5% on the week

• S&P 500: +1.5% Friday; +0.3% weekly

• Nasdaq: +1.9% Friday, but still −0.6% for the week (AI/tech weakness weighed)

• Russell 2000: +3.9% weekly — small caps led the rebound

🔑 Key Drivers

• Powell Hints at September Cuts: His dovish tone shifted expectations, pushing yields lower and lifting rate-sensitive stocks.

• Sector Rotation: Energy, financials, housing, and travel/leisure stocks outperformed; mega-cap tech lagged.

• Winners & Losers:

  • Big winners included Enphase (+10%), Builders FirstSource (+8%), and cruise lines.

  • Laggards: Intuit, CSX, and Workday after mixed earnings outlooks.

Here’s what moved behind the curtain this week.

P.S. This newsletter was drafted Friday. Want these trade alerts as they happen? Join Elite Insider here.

🔺 Major Insider Buying

Notable insider accumulation stood out in healthcare and industrials:

• Madrigal Pharma (MDGL) — Baker Bros. Advisors LP (Director) bought 165K+ shares (~$25M).

• Resideo Technologies (REZI) — Insider purchase of 794K shares (~$25.4M).

• ExactTarget (ET) — Director Warren K. Kelsey purchased ~2M shares (~$23.4M).

• Avantor (AVTR) — Director bought 100K shares (~$1.26M).

Takeaway: Concentrated insider buying in pharma and industrial names may reflect valuation confidence or anticipation of catalysts.

🔻 Major Insider Sales

Biggest reported insider sales came from high-profile executives and large shareholders:

• Coupang (CPNG) — SVF Investments (SoftBank affiliate, 10% owner) filed to sell 20M shares (~$576.8M).

• Unspecified (VIK) — Canada Pension Plan Investment Board filed a 6.2M share sale (~$367.2M).

• CRW — Director Jack D. Cogen sold 3M shares (~$271.7M).

• DoorDash (DASH) — CEO Tony Xu sold 291K shares (~$69.4M).

• Apple-related entity (APP) — Director Herald Y. Chen sold 200K shares (~$86.5M).

• Ares Management (ARES) — Co-founders Michael Arougheti & Antony Ressler each offloaded ~$19M in stock across several days.

• Dynavax (DVAX) — 10% owner Deep Track Biotechnology sold > $22M across back-to-back sessions.

Takeaway: Executives and funds are monetizing gains at multi-year highs, especially in tech, fintech, and biotech.

📊 Investor Perspective

• Sales dominate in dollar volume, but they are heavily weighted toward scheduled or fund-level transactions (SoftBank, CPP Investments).

• Buys are more selective — signaling conviction in a few beaten-down or under-recognized plays (pharma & industrials).

• Rotation theme: Selling clustered in large-cap growth/tech; buying concentrated in healthcare & value-oriented sectors.

🧭 Watchlist for Next Week

• Track follow-through in Madrigal (MDGL) and Resideo (REZI) to gauge whether insider buys spark momentum.

• Keep an eye on Ares Management (ARES) — heavy insider selling during market highs can sometimes precede sector cooling.

• Look for additional Form 4 filings ahead of month-end — August tends to bring elevated insider activity.

Bottom Line:
Insiders are sending a mixed message: large exits from tech/growth, but meaningful accumulation in healthcare and industrials. For investors, this signals a possible rotation under the surface, even as indices ride Fed-driven momentum.

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See you on the ‘INSIDE.’