The largest insider stock purchases of the last 90 days
Insiders at 40 companies on our AI and semiconductor watchlist made 90 discretionary open-market purchases worth $755.60M over the 90 days to Oct 8, 2026. The single largest was $212.40M of LEN by BERKSHIRE HATHAWAY INC, 10% owner, on Sep 17, 2026. 25 of the 25 purchases below were discretionary rather than scheduled.
| # | Value | Insider | Company | Shares | Avg price | Type | Traded | Filing |
|---|---|---|---|---|---|---|---|---|
| 1 | $212.40M | Berkshire Hathaway Inc · 10% owner | LEN · LENNAR CORP /NEW/ | 2,743,529 | $77.42 | Strong signal | Sep 17, 2026 | EU MAR |
| 2 | $192.63M | Berkshire Hathaway Inc · 10% owner | LEN · LENNAR CORP /NEW/ | 2,418,637 | $79.65 | Strong signal | Oct 1, 2026 | EU MAR |
| 3 | $136.38M | Berkshire Hathaway Inc · 10% owner | LEN · LENNAR CORP /NEW/ | 1,679,700 | $81.19 | Strong signal | Sep 23, 2026 | EU MAR |
| 4 | $53.88M | Berkshire Hathaway Inc · 10% owner | LEN · LENNAR CORP /NEW/ | 660,410 | $81.59 | Strong signal | Sep 28, 2026 | EU MAR |
| 5 | $29.84M | James Monroe III · Director | GSAT · Globalstar, Inc. | 361,600 | $82.52 | Strong signal | Sep 18, 2026 | Form 4 |
| 6 | $26.39M | Ryan Cohen · President, CEO and Chairman | GME · GameStop Corp. | 1,150,680 | $22.94 | Strong signal | Sep 21, 2026 | EU MAR |
| 7 | $20.38M | Ryan Cohen · President, CEO and Chairman | GME · GameStop Corp. | 1,000,000 | $20.38 | Strong signal | Sep 10, 2026 | EU MAR |
| 8 | $17.08M | Ryan Cohen · President, CEO and Chairman | GME · GameStop Corp. | 700,000 | $24.41 | Strong signal | Oct 2, 2026 | EU MAR |
| 9 | $10.56M | Ryan Cohen · President, CEO and Chairman | GME · GameStop Corp. | 450,000 | $23.48 | Strong signal | Sep 29, 2026 | EU MAR |
| 10 | $10.01M | Dara Khosrowshahi · Chief Executive Officer | UBER · Uber Technologies, Inc | 141,000 | $70.96 | Strong signal | Sep 10, 2026 | Form 4 |
| 11 | $10.00M | Andrew Kai Kang · President | BOT · RoboStrategy, Inc. | 272,405 | $36.71 | Strong signal | Jul 14, 2026 | Form 4 |
| 12 | $10.00M | Lip Bu Tan · CEO | INTC · INTEL CORP | 105,263 | $95.00 | Strong signal | Aug 11, 2026 | Form 4 |
| 13 | $5.31M | Andrew Macdonald · See Remarks | UBER · Uber Technologies, Inc | 70,000 | $75.83 | Notable buy | Sep 4, 2026 | Form 4 |
| 14 | $3.48M | Stephen H. Rusckowski · Director | ORCL · ORACLE CORP | 25,000 | $139.35 | Notable buy | Sep 29, 2026 | Form 4 |
| 15 | $1.28M | Paul Gu · Chief Executive Officer | UPST · Upstart Holdings, Inc. | 50,000 | $25.55 | Notable buy | Sep 10, 2026 | Form 4 |
| 16 | $1.03M | Lawrence Cheng · Director | GME · GameStop Corp. | 55,000 | $18.80 | Notable buy | Sep 8, 2026 | EU MAR |
| 17 | $1.01M | David Stinnett · Director | KRMN · Karman Holdings Inc. | 27,000 | $37.32 | Notable buy | Sep 16, 2026 | Form 4 |
| 18 | $999,451 | David Blair Kirk · Director | CRM · Salesforce, Inc. | 4,176 | $239.33 | Notable buy | Sep 18, 2026 | Form 4 |
| 19 | $995,279 | Brian C. Cox · Director | AMRC · Ameresco, Inc. | 39,700 | $25.07 | Notable buy | Aug 10, 2026 | Form 4 |
| 20 | $903,069 | James A. Burke · President and CEO | VST · Vistra Corp. | 6,665 | $135.49 | Notable buy | Aug 31, 2026 | Form 4 |
| 21 | $619,200 | Adriana Cisneros · Director | ASTS · AST SpaceMobile, Inc. | 10,822 | $57.22 | Notable buy | Aug 31, 2026 | Form 4 |
| 22 | $592,100 | Mahajan Pallavi · Other senior manager | NOK · Nokia Corporation | 62,000 | $9.55 | Notable buy | Jul 24, 2026 | EU MAR |
| 23 | $591,753 | Pressner Kristen · Other senior manager | NOK · Nokia Corporation | 66,324 | $8.92 | Notable buy | Jul 29, 2026 | EU MAR |
| 24 | $576,964 | Ihamuotila Timo · Member of the Board | NOK · Nokia Corporation | 60,000 | $9.62 | Notable buy | Jul 24, 2026 | EU MAR |
| 25 | $500,994 | Aj Teague · Director | SEI · Solaris Energy Infrastructure, Inc. | 7,800 | $64.23 | Notable buy | Sep 8, 2026 | Form 4 |
How this is built
Every row is an open-market purchase, meaning SEC Form 4 transaction code P, read straight from EDGAR as it is filed. Option exercises, grants, vesting and gifts are excluded, because those are compensation rather than a decision to buy. Companies that report under European Market Abuse Regulation Article 19 instead of filing Form 4s are included and labelled; those rows have no EDGAR link because there is no EDGAR filing to link to.
Sample: 90 discretionary purchases across 40 companies, traded between Jul 13, 2026 and Oct 8, 2026, drawn from an AI and semiconductor watchlist rather than the whole market. Headline counts exclude the 98routine plan purchases in the same window, which are mostly one company’s automatic employee scheme and would otherwise swamp the count while contributing almost none of the dollars. Ranking: by dollar value of the purchase. This report deliberately ranks rather than counts, and it never compares buys against sells. Our sell data sits behind dollar floors that buy data does not, so a count mixing the two would measure our collection rules rather than insider behaviour.
One caveat on the type column: the Form 4 10b5-1 checkbox has only been mandatory for plans adopted since February 2023, so scheduled buying is undercounted rather than overcounted. A purchase marked own-call is therefore a strong claim, and one marked routine is a certain one.
Frequently asked questions
Are insiders buying AI stocks right now?
Over the last 90 days there were 90 discretionary open-market insider purchases across 40 companies on our AI and semiconductor watchlist, worth $755.60M in total. A further 98 purchases ran on automatic company plans and are shown but not counted here, because a payroll-driven share purchase is not somebody deciding to buy. The table above ranks the largest of both. Open-market buying is far rarer than selling, which is why every qualifying buy is listed rather than only the large ones.
Does insider buying mean a stock will go up?
No. An insider purchase says one person with a good view of the business chose to put their own money in at a particular price on a particular day, which is information worth having, but it is not a forecast. Insiders buy early, buy wrong, and buy for reasons that have nothing to do with valuation. Treat a purchase as a question worth asking about a company rather than an answer.
What is the difference between an own-call purchase and a routine one?
A routine purchase runs on autopilot: either a Rule 10b5-1 plan adopted months earlier, or an automatic company program such as an employee stock purchase plan. Nobody made a decision on the day. An own-call purchase is a discretionary trade the insider chose to make at that moment and at that price, which is the one that carries information. Of the purchases listed here, 25 of 25 were own-call.
Where does this data come from?
SEC Form 4 filings, read directly from EDGAR as they are filed, plus European Market Abuse Regulation Article 19 disclosures for companies that report there instead. Every row that came from an SEC filing links to that filing. Nothing here is hand-entered.