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Dueling Insider Moves: Heavy Buying Here, Big Selling There
Written by Leo Miller. Published 9/2/2025.
Key Points
- A private equity insider just spent millions on this building products stock that is up nearly 50% in less than two months.
- One of the biggest gainers in tech just saw its top leader sell more than $70 million worth of shares.
- These are notable bullish and bearish signals for investors.
Insider activity has heated up around two rapidly rallying stocks. On one hand, a major private equity firm is stepping in with hefty purchases, signaling confidence. On the other, a leading tech company's CEO is offloading shares amid a 400%+ surge over the past year.
Below, we'll break down these insider trades and what they may—or may not—suggest for investors.
Resideo Attracts Millions in Private Equity Buying
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Resideo Technologies (NYSE: REZI) is a mid-cap building products company whose shares have soared recently. Since July 15, its stock has climbed roughly 47%, and insiders are buying into the rally. Starting July 25, major shareholder CD&R Channel Holdings II, L.P. has purchased approximately $179 million worth of Resideo shares, while insider selling during the same period totaled just $4 million. CD&R, which owns over 10% of Resideo's equity, likely has deep insight into the company's operations and prospects.
Another CD&R-backed company, Foundation Building Materials (FBM), was recently acquired by Lowe's Companies (NYSE: LOW) for $8.8 billion. FBM was originally taken private in 2021 for $1.4 billion, generating huge returns. Notably, CD&R didn't join that deal until early 2024, so it captured only a fraction of the upside. Nevertheless, FBM's sale underscores CD&R's expertise in the building materials sector.
FBM's success raises the possibility that Resideo could attract a similar takeover at a premium, which would be a boon for shareholders. Overall, CD&R's sizable Resideo purchases are a clear bullish signal. Even absent a takeover, its continued investment suggests confidence in the company's outlook.
AppLovin CEO Sells Near All-Time Highs: A Cautionary Signal?
AppLovin (NASDAQ: APP) has been one of the market's best-performing tech stocks, up nearly 48% year-to-date in 2025 and 444% over the past 52 weeks. On Aug. 29, APP closed at nearly $479, just 7% below its all-time high. MarketBeat data shows that in the second half of August, co-founder and CEO Arash Adam Foroughi sold over $74 million worth of shares.
Insider sales are often dismissed—executives typically use 10b5-1 plans, which are pre-arranged and limit predictive value. However, SEC Form 4 filings reveal that none of Foroughi's August sales were made under a 10b5-1 plan.
The filings also show most of Foroughi's sales were discretionary, with an average price near $419—a bearish clue that he may be cashing in around that level. He also executed $30 million in discretionary sales in February at roughly $410 per share, while a $60 million sale in May around $365 tempers the idea that he uniformly treats the $400+ range as ideal exit points.
Taken together, these transactions represent a moderately bearish signal, even though Foroughi still owns over 10% of APP's equity and remains bullish on its long-term prospects. Additionally, the MarketBeat consensus price target of around $478 suggests the stock is trading near fair value. AppLovin's push into e-commerce advertising offers growth potential but adds execution risk as it diversifies beyond its core mobile-gaming ad business.
Insider Insight Is Useful, But Not Infallible
While insider trades can offer valuable clues, they're not crystal balls. Investors should combine these signals with a comprehensive analysis of Resideo and AppLovin before making any decisions.
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