 If you still haven't downloaded my "Simple Options Trading For Beginners" book... ...please take a few seconds and download it right now before your new temporary download link expires. I eventually plan to charge for this book, so do yourself a favor and download it now... That way, no matter how much it is in the future, you'll have a copy on your computer already. Make sense? FREE: Simple Options Trading For Beginners << Download Now Good Trading,
Bill Poulos p.s. Go here to save a copy of my "Simple Options Trading For Beginners" book to your computer before I start charging for it.
This Month's Exclusive Content
Insiders Are Selling These 3 Stocks—Should Investors Be Concerned?Written by Leo Miller. Article Published: 6/17/2026. 
Key Points
- GE Vernova insiders sold large portions of their directly held shares, but the company’s demand backdrop remains strong.
- TJX Companies executives sold stock after a strong quarter and a higher full-year outlook.
- Impinj’s top investor continued reducing its stake after the stock jumped on better-than-expected quarterly results.
- Special Report: SpaceX is offering you shares. Don't take them.
Insider selling is drawing attention at three stocks across industrials, retail, and semiconductors. GE Vernova (NYSE: GEV), TJX Companies (NYSE: TJX), and Impinj (NASDAQ: PI) have all seen notable sales, though the signals vary widely in severity. GE Vernova stands out because two insiders recently cut their directly held stakes sharply after a major run in the stock. GE Vernova Insider Sales Surface After Long HiatusGE Vernova has clearly been one of the industrial sector’s biggest beneficiaries of the artificial intelligence boom. Shares delivered a total return of roughly 99% in 2025 and are still up more than 50% as of mid-June. The company has seen strong demand for its natural gas turbines and electrification equipment, much of which is tied to data center demand. The company now expects its long-term backlog to reach a whopping $200 billion in 2027, one year earlier than previously expected. For reference, that would be more than four times its expected 2026 revenue of $45 billion.
However, insider sales have picked up recently. In fact, after not recording any insider sales since Q3 2025, MarketBeat has tracked $7.04 million in sales during Q2 2026. Those sales came from noteworthy individuals, including Chief Accounting Officer Matthew Joseph Potvin and Victor Abate, CEO of GE Vernova’s Wind business. Neither sale was made under a 10b5-1 plan, indicating that they were discretionary in nature. Furthermore, Potvin sold around 40% of his directly held shares, while Abate sold around 72%. However, it is possible these insiders have larger positions through unexercised options. Given the size and timing of these sales, they are a solidly bearish signal for GE Vernova, but they do not take away from the extremely strong demand the company is seeing. Key TJX Executives Sell Amid Strong Run-UpTJX Companies has been another strong performer, posting a return of nearly 29% in 2025 and gaining close to 9% in 2026. The company delivered a strong sales beat in its latest quarter as consumers recognized the value of off-price retailers amid economic headwinds. Notably, sales growth of 9% year over year was TJX Companies’ fastest pace since early 2024. The company also raised full-year guidance for sales, margins, and earnings per share. However, insider sales also took a significant step up in Q2 2026, totaling $21 million. That is more than five times higher than the $4.83 million in sales seen in Q1, while sales were just $122,000 a year ago. Additionally, like GE Vernova, it appears all of these Q2 sales were discretionary, with none made under 10b5-1 plans. Sales were also spread among four insiders, including CEO Ernie Herman, Chief Financial Officer John Kilnger, and Executive Board Chairman Carol Meyrowitz. Notably, Herman sold around 11% of his directly held shares, while Meyrowitz sold around 21%. Those are fairly significant sales, although both still maintain large positions in the company. Overall, these moves are moderately bearish for TJX Companies, although the firm’s strong underlying results are hard to ignore. Top Impinj Investor Dumps Stock Following Earnings SurgeImpinj is a lesser-known but interesting semiconductor stock. The company has a significant presence in radio frequency identification (RFID) technology. Use cases for this technology include tracking inventory and helping prevent theft at retail stores. After posting an approximately 20% gain in 2025, shares are down around 25% in 2026. The stock saw a big move higher after its latest earnings report, rising more than 20% in a single day. That came after Impinj posted strong beats on both the top and bottom lines. Importantly, Impinj’s endpoint integrated circuit bookings (chips placed on items) hit a record during the quarter. The company also noted new data showing that it gained 1,700 basis points of share in the RAIN RFID market in 2025. However, in the weeks after this report, insider Sylebra Capital LLC sold $37 million worth of shares. In total, Sylebra sold around 32% of its shares during that period. At the same time, Sylebra has been consistently selling shares over the past few years. Given that the firm operates an investment fund, it is likely winding down a long-held position in Impinj. This makes its sentiment difficult to assess, although Sylebra clearly viewed the surge in shares as an opportunity to sell. These sales are slightly bearish for Impinj when balancing their size against Sylebra’s long track record of selling. Insider Selling Looks Cautious, Not Necessarily AlarmingAcross the three stocks, GE Vernova’s insider selling looks like the clearest bearish signal because two executives sold large percentages of their directly held stakes. TJX Companies’ sales also deserve attention, given the number of senior leaders involved, but the company’s strong results and raised guidance soften the concern. Impinj’s case is more mixed, as Sylebra Capital has been reducing its stake for years. Overall, insider selling adds a cautionary note to GE Vernova, TJX Companies, and Impinj, but it does not outweigh the underlying business momentum on its own. GE Vernova’s sales look the most bearish, TJX Companies’ sales appear moderately bearish, and Impinj’s selling looks more nuanced. . |
0 Comments:
Post a Comment
<< Home