Overview
Company insiders and major shareholders filed a series of sizeable transactions this week, with both concentrated purchases and high-value sales disclosed for US-listed companies. The activity spans several sectors - cybersecurity and cloud software, industrial and agricultural supply, energy, semiconductors and enterprise software - and includes direct buys, indirect acquisitions through affiliated entities, preferred stock purchases, underwritten offering participation and planned sales under Rule 10b5-1 and other pre-arranged programs. The trades were disclosed in filings covering late June and early July 2026, with a concentration of transactions on July 8-10, 2026.
Top insider buys
Netskope Inc drew notable insider buying from entities associated with Divesh Makan and affiliated ICONIQ entities. On July 8, 2026, a combination of purchases of Class A Common Stock was disclosed with a total consideration of approximately $7,216,048. Purchases were executed at prices ranging from $11.665 to $11.824 per share.
The filings detail two direct acquisitions by Divesh Makan. One was a small block of 200 shares purchased at $11.665 per share. The other was a much larger set of trades totaling 610,091 shares with a weighted average price of $11.824; those purchases were executed in multiple trades at prices spanning $11.595 to $11.94.
Additional filings show William J.G. Griffith, a director and ten percent owner, reported an indirect purchase of Class A Common Stock totaling 610,291 shares on July 8, 2026. That transaction was executed through ICONIQ Strategic Partners VIII Holdings, L.P., and is shown with a total value of approximately $7,216,080. The shares comprising that position were acquired at a weighted average price of $11.824 per share, with individual trade prices in the $11.595 to $11.94 band.
At the time these filings were made public, the stock was trading at $12.32, a modest increase above the purchase prices reported. The filing notes that the shares remain down 45% over the past year. Analysis cited with the disclosures indicated the stock appears overvalued relative to its Fair Value and was placed among companies on a Most Overvalued list. The cybersecurity firm’s market capitalization is reported at approximately $5 billion.
Big Digital Energy, Inc recorded a meaningful insider-related purchase tied to preferred stock. Six Thirty AI, LLC - an entity managed by company executives - acquired 16,700 shares of the company’s Series D Convertible Preferred Stock on June 30, 2026, at a price of $1,000 per share, for a total outlay of $16,700,000. The transaction was disclosed in an amendment to a Form 4 that had originally been filed on July 2, 2026; the amendment added Six Thirty AI, LLC as an additional reporting insider.
The filing identifies Six Thirty AI, LLC as being managed and controlled by Big Digital Energy’s Executive Chairman and director Joshua Kilgore, Chief Executive Officer and director Phillip Stanley, and Chief Operating Officer and director Cody Smith. These individuals, together with related entities Endeavor Blockchain, LLC and PM Squared LLC, are identified in the filing as 10% owners of Big Digital Energy.
Mission Produce, Inc saw a substantial block purchased by Globalharvest Holdings Venture Ltd, a ten percent owner. On July 9, 2026, the entity acquired 592,957 shares of common stock in multiple transactions totaling approximately $7.87 million. Those purchases were executed at prices ranging from $13.04 to $13.35 per share, producing a weighted average price of $13.28.
The stock was trading at $13.33 at the time of reporting and had moved up nearly 7% over the prior week. Mission Produce carries a market capitalization of about $1.18 billion according to the disclosure information.
Gloo Holdings, Inc recorded a high-profile insider purchase from its President and Chief Executive Officer, Scott Arthur Beck. On July 10, 2026, Mr. Beck acquired 1,076,923 shares of the company’s Class A common stock at $3.25 per share, a transaction valued at approximately $3,499,999. The shares were purchased indirectly through Pearl Street Trust in a firm commitment underwritten public offering by Gloo Holdings, Inc.
The filing notes that, as a trustee of Pearl Street Trust, Mr. Beck and his spouse may be deemed to have beneficial ownership of the shares purchased through the trust. The disclosure also shows that following this transaction Mr. Beck indirectly holds 1,523,309 shares of Class A common stock.
The timing of Mr. Beck’s purchase is notable in the filings: the stock was trading at $2.95, close to a stated 52-week low of $3.00 and after a reported 62% decline over the past year. Analysis included with the filing assessed the stock as undervalued relative to a Fair Value of $5.01, placing it among Most Undervalued stocks on the referenced platform.
Top insider sells
Broadcom Inc reported a sale by Mark David Brazeal, the company’s Chief Legal & Corporate Affairs Officer. On July 8, 2026 Mr. Brazeal sold 25,000 shares of common stock for total proceeds of $9,479,700. The sales were executed at prices between $379.06 and $379.38 per share, with a weighted average sale price of $379.188.
Subsequent trading showed the stock at $399.97, and the disclosures note the company’s share price has gained 46% over the past year.
Dell Technologies Inc saw an affiliate of Silver Lake Group, L.L.C., Silver Lake Partners IV, L.P., sell 72,994 shares of Class C Common Stock on July 8, 2026. The series of sales generated approximately $31.1 million, with per-share prices ranging from $420.21 to $438.00.
The filings place the timing of these sales as Dell trading near a 52-week high of $469.47 and note a reported return of 245% over the past year. The disclosed analysis indicated Dell currently appears overvalued relative to its Fair Value. The filings also show these sales followed the conversion of 95,960 shares of Dell’s Class B Common Stock into an equal number of Class C Common Stock shares by Silver Lake Partners IV, L.P. The documentation reiterates the conversion terms: each share of Class B Common Stock is convertible into one share of Class C Common Stock at any time at the election of the holder or automatically upon certain transfers, and that the convertible Class B shares have no expiration date.
Okta, Inc reported that its Chief Executive Officer, Todd McKinnon, sold Class A Common Stock valued at roughly $10.1 million on July 8, 2026. The sales were executed at prices ranging from $145.629 to $148.1604 per share. The filings indicate these transactions were carried out under a Rule 10b5-1 trading plan that Mr. McKinnon adopted on April 8, 2026, and that the sales occurred in multiple blocks.
PBF Energy Inc disclosed two sizeable sales by Control Empresarial de Capitales S.A. de C.V., a reported 10% owner of the company. Across July 8 and July 9, 2026, the entity sold a total of 650,000 Class A Common Shares for aggregate proceeds of approximately $34.23 million. Prices on those two days ranged from $52.2909 to $53.182 per share.
The filings break the sale into two parts. On July 8, 380,000 shares were sold at a weighted average price of $52.2909 per share for proceeds of about $19.87 million. On July 9, a further 270,000 shares were sold at a weighted average price of $53.182 per share for proceeds of approximately $14.36 million. The disclosure notes that PBF shares were trading near a 52-week high of $53.55 at the time and highlights a reported 97.7% gain over the past year and a 99.5% surge year-to-date.
Datadog, Inc filed disclosures showing insider selling by Le-Quoc Alexis, the company’s Chief Technology Officer. On July 8, 2026 Mr. Le-Quoc sold 53,912 shares of Class A Common Stock under a pre-arranged 10b5-1 trading plan established on June 13, 2025. The sales produced proceeds of approximately $13,868,383, with weighted-average sale prices in the $251.462 to $261.46 range.
The filings note that Datadog shares were trading at $257.54 at the time of reporting, up 98% year-to-date and near a 52-week high of $278.70. The disclosures included an assessment that the stock appears overvalued relative to its Fair Value, placing it among Most Overvalued stocks tracked on the referenced platform.
On the same day as the sales, Mr. Le-Quoc acquired 53,912 shares of Class A Common Stock through conversion of an equal number of Class B Common Stock shares. Additionally, he exercised options to acquire 18,750 shares of Class B Common Stock at an exercise price of $10.74 per share. The filings state these options were fully vested and exercisable and had an expiration date of July 19, 2029. The documents reiterate that each share of Class B Common Stock is convertible into one share of Class A Common Stock at any time with no expiration date on the conversion.
What the filings collectively show
The cluster of disclosures in early July 2026 illustrates a mix of insider behavior: concentrated purchases by funds and executives alongside high-value sales by corporate officers and significant shareholders. The transactions were executed through a variety of channels - direct buys, indirect acquisitions via affiliated entities, purchases in an underwritten offering by a trust, preferred stock purchases, conversions of one class of common stock into another and pre-arranged trading plans.
Several filings include valuation assessments that describe particular stocks as appearing overvalued relative to their Fair Value, or undervalued in one case, and identify lists of Most Overvalued or Most Undervalued stocks on the platform referenced in the disclosures. The trades and the accompanying notes also emphasize timing relative to recent trading ranges - for example, purchases near 52-week lows, sales near 52-week highs and significant year-to-date return figures.
Investor implications and final observations
Monitoring insider activity can offer investors a window into how company executives and substantial shareholders are positioning themselves. Large purchases may reflect confidence or strategic allocation into the company’s equity, while sales can arise from many motivations including portfolio rebalancing, liquidity needs or plans established under Rule 10b5-1 or similar programs. The filings in this set demonstrate all of those mechanisms: direct acquisitions, purchases through managed entities and trust structures, conversion mechanics between share classes and sales under documented trading plans.
These disclosures should be considered alongside other available fundamental and technical information before drawing conclusions about investment merit. The filings provide transactional facts and, in some cases, valuation commentary; they do not, by themselves, explain the full rationale behind insider decisions. Tracking patterns of insider activity over time and coupling these signals with broader company performance data may help investors identify potential opportunities or risks worthy of further analysis.