Insider trading in AI stocks, Q3 2026: who sold, who bought

Q3 2026: we read 2,965 Forms 3, 4 and 5 filed by 1,399 executives, directors and large shareholders of 210 AI and semiconductor companies tracked on Silicon Floor. 539 of them sold $8.2B of stock and 34 bought $21.4M — about $386 sold for every dollar bought (Form 4 codes S and P: in the market or privately).

Biggest insider sellers

  1. Mark Stevens, Director, sold $946.6M of NVIDIA (NVDA) — 4.2M shares in 16 trades, Aug 31, 2026 to Sep 18, 2026; held 27.5M shares at the end of the quarter ($6.3B). Form 4
  2. Jayshree Ullal, CEO and Chairperson · Director, sold $446.0M of Arista Networks (ANET) — 2.2M shares in 118 trades, Jul 9, 2026 to Sep 25, 2026; held 25.8M shares at the end of the quarter ($5.2B). Form 4
  3. Andy Bechtolsheim, 10% owner, sold $396.8M of Arista Networks (ANET) — 2.1M shares in 88 trades, Jul 1, 2026 to Sep 17, 2026; held 180.5M shares at the end of the quarter ($36.8B). Form 4
  4. Michael N. Intrator, CEO and President · Director · 10% owner, sold $355.2M of CoreWeave (CRWV) — 4.2M shares in 171 trades, Jul 7, 2026 to Sep 30, 2026; held 51.8M shares at the end of the quarter ($4.5B). Form 4
  5. Jeffrey P. Bezos, Executive Chair · Director, sold $346.5M of Amazon (AMZN) — 1.2M shares in 1 trade, Aug 3, 2026; held 884.4M shares at the end of the quarter ($220.4B). Form 4
  6. Frank Slootman, Director, sold $282.7M of Snowflake (SNOW) — 908,191 shares in 57 trades, Jul 20, 2026 to Sep 21, 2026; held 229,053 shares at the end of the quarter ($77.8M). Form 4
  7. Henry Samueli, Director, sold $250.0M of Broadcom (AVGO) — 702,190 shares in 16 trades, Sep 23, 2026; held 82.6M shares at the end of the quarter ($29.0B). Form 4
  8. Sean Lie, Chief Technology Officer, sold $192.1M of Cerebras Systems (CBRS) — 921,257 shares in 47 trades, Aug 18, 2026 to Sep 25, 2026; held 8.1M shares at the end of the quarter ($1.4B). Form 4
  9. Brannin McBee, Chief Development Officer, sold $175.4M of CoreWeave (CRWV) — 2.1M shares in 397 trades, Jul 6, 2026 to Sep 30, 2026; held 7.8M shares at the end of the quarter ($683.2M). Form 4
  10. William D. Mosley, CEO · Director, sold $171.4M of Seagate (STX) — 210,747 shares in 125 trades, Jul 1, 2026 to Sep 15, 2026; held 378,108 shares at the end of the quarter ($348.7M). Form 4
  11. George Kurtz, PRESIDENT AND CEO · Director, sold $158.0M of CrowdStrike (CRWD) — 736,531 shares in 634 trades, Jul 1, 2026 to Sep 30, 2026; held 8.0M shares at the end of the quarter ($2.1B). Form 4
  12. Benoît Dageville, Director, sold $142.4M of Snowflake (SNOW) — 490,819 shares in 8 trades, Jul 2, 2026 to Sep 23, 2026; held 4.1M shares at the end of the quarter ($1.4B). Form 4
  13. Burt W. Podbere, CHIEF FINANCIAL OFFICER, sold $135.0M of CrowdStrike (CRWD) — 521,504 shares in 16 trades, Aug 3, 2026 to Sep 24, 2026; held 1.3M shares at the end of the quarter ($355.1M). Form 4
  14. Manuel Alba, Director, sold $132.5M of Astera Labs (ALAB) — 366,000 shares in 98 trades, Jul 1, 2026 to Sep 1, 2026; held 1.4M shares at the end of the quarter ($493.3M). Form 4
  15. Olivier Pomel, Chief Executive Officer · Director, sold $116.2M of Datadog (DDOG) — 464,218 shares in 50 trades, Jul 13, 2026 to Sep 8, 2026; held 9.3M shares at the end of the quarter ($2.6B). Form 4

Insider buying

Purchases with their own money: the rarer signal.

  1. Lip-Bu Tan, CEO · Director, bought $10.0M of Intel (INTC) — 105,263 shares in 1 trade, Aug 11, 2026; held 1.3M shares at the end of the quarter ($160.1M). Form 4
  2. Stephen H. Rusckowski, Director, bought $3.5M of Oracle (ORCL) — 25,000 shares in 1 trade, Sep 29, 2026; held 25,450 shares at the end of the quarter ($3.5M). Form 4
  3. James A. Burke, President and CEO · Director, bought $1.2M of Vistra (VST) — 8,665 shares in 3 trades, Aug 24, 2026 to Sep 1, 2026; held 1.2M shares at the end of the quarter ($171.9M). Form 4
  4. Edwin Roks, President and CEO · Director, bought $1.1M of TTM Technologies (TTMI) — 10,000 shares in 1 trade, Aug 25, 2026; held 59,483 shares at the end of the quarter ($7.3M). Form 4
  5. David Blair Kirk, Director, bought $999,450.85 of Salesforce (CRM) — 4,176 shares in 1 trade, Sep 18, 2026; held 18,748 shares at the end of the quarter ($4.3M). Form 4
  6. Rex D. Geveden, Director, bought $524,500.00 of TTM Technologies (TTMI) — 5,000 shares in 1 trade, Aug 24, 2026; held 99,824 shares at the end of the quarter ($12.3M). Form 4
  7. Aj Teague, Director, bought $500,994.00 of Solaris Energy Infrastructure (SEI) — 7,800 shares in 2 trades, Sep 8, 2026; held 131,825 shares at the end of the quarter ($9.4M). Form 4
  8. Rajesh Kalathur, Director, bought $500,733.00 of American Tower (AMT) — 2,829 shares in 1 trade, Aug 21, 2026; held 7,936 shares at the end of the quarter ($1.3M). Form 4
  9. Roger W. Crandall, Director, bought $417,930.90 of Constellation Energy (CEG) — 1,500 shares in 1 trade, Aug 11, 2026; held 1,693 shares at the end of the quarter ($430,055.86). Form 4
  10. Douglas R. Deason, Director, bought $258,432.00 of Galaxy Digital (GLXY) — 12,000 shares in 1 trade, Aug 12, 2026; held 102,348 shares at the end of the quarter ($2.3M). Form 4
  11. Eric Stanton Weiss, Director, bought $232,338.00 of Core Scientific (CORZ) — 13,000 shares in 2 trades, Aug 18, 2026 to Sep 15, 2026; held 265,262 shares at the end of the quarter ($4.2M). Form 4
  12. Michael G. Potter, Chief Financial Officer, bought $226,000.00 of Bitdeer (BTDR) — 25,000 shares in 1 trade, Aug 12, 2026; held 25,000 shares at the end of the quarter ($262,250.00). Form 4
  13. Haris Fozan Basit, Chief Strategy Officer, bought $221,000.00 of Bitdeer (BTDR) — 25,000 shares in 1 trade, Aug 14, 2026; held 35,000 shares at the end of the quarter ($367,150.00). Form 4
  14. John R. Peeler, Director, bought $199,399.74 of IPG Photonics (IPGP) — 2,710 shares in 2 trades, Aug 26, 2026; held 20,886 shares at the end of the quarter ($1.6M). Form 4
  15. Michael C. Bucella, Director, bought $189,916.23 of TeraWulf (WULF) — 11,968 shares in 3 trades, Aug 14, 2026 to Sep 15, 2026; held 352,479 shares at the end of the quarter ($5.2M). Form 4

Most sold by insiders

  1. NVIDIA (NVDA): $967.6M sold by 3 insiders
  2. Arista Networks (ANET): $871.0M sold by 7 insiders
  3. CoreWeave (CRWV): $591.8M sold by 8 insiders
  4. Snowflake (SNOW): $530.7M sold by 9 insiders
  5. CrowdStrike (CRWD): $433.4M sold by 9 insiders
  6. Cerebras Systems (CBRS): $387.7M sold by 7 insiders
  7. Seagate (STX): $379.1M sold by 6 insiders
  8. Amazon (AMZN): $365.0M sold by 7 insiders
  9. Datadog (DDOG): $295.1M sold by 12 insiders
  10. Broadcom (AVGO): $270.2M sold by 3 insiders
  11. Astera Labs (ALAB): $209.5M sold by 5 insiders
  12. Cloudflare (NET): $204.6M sold by 8 insiders
  13. Amphenol (APH): $180.4M sold by 4 insiders
  14. Micron (MU): $134.3M sold by 4 insiders
  15. Credo (CRDO): $125.4M sold by 6 insiders

Where insiders bought

  1. Intel (INTC): $10.0M bought by 1 insider
  2. Oracle (ORCL): $3.5M bought by 1 insider, $5.3M sold
  3. TTM Technologies (TTMI): $1.6M bought by 2 insiders, $3.7M sold
  4. Vistra (VST): $1.2M bought by 1 insider, $9.8M sold
  5. Salesforce (CRM): $999,450.85 bought by 1 insider, $1.2M sold
  6. Solaris Energy Infrastructure (SEI): $500,994.00 bought by 1 insider
  7. American Tower (AMT): $500,733.00 bought by 1 insider, $1.2M sold
  8. Bitdeer (BTDR): $447,000.00 bought by 2 insiders
  9. Constellation Energy (CEG): $417,930.90 bought by 1 insider
  10. Galaxy Digital (GLXY): $358,545.00 bought by 2 insiders, $313,768.49 sold
  11. Core Scientific (CORZ): $342,332.40 bought by 2 insiders, $2.6M sold
  12. IPG Photonics (IPGP): $199,399.74 bought by 1 insider, $131,993.64 sold
  13. Mobileye (MBLY): $198,807.66 bought by 2 insiders
  14. TeraWulf (WULF): $189,916.23 bought by 1 insider, $5.3M sold
  15. Jabil (JBL): $149,814.95 bought by 1 insider, $352,286.73 sold

Who sold

RoleSoldSellersBoughtBuyers
CEOs$2.6B80$12.5M6
CFOs$490.9M60$283,000.002
Other executives$2.4B257$295,291.344
Directors$2.3B141$8.3M22
10% owners$396.8M1$0.000
Others$1.5M2$0.000

Month by month

MonthSoldBought
July 2026$1.5B$250,905.11
August 2026$3.2B$15.0M
September 2026$3.6B$6.1M

New insiders

81 people filed their first Form 3 at a tracked company in Q3 2026: new CEOs, CFOs, directors and large shareholders.

Q4 2026 so far

$266.9M sold by 56 insiders and $0.00 bought by 0, through Oct 5, 2026. Every trade this quarter

How we read it

Officers, directors and 10% shareholders report each trade on a Form 4 within two business days. This report counts the purchases and sales (codes P and S: in the market or privately) of people filing on their own behalf, at the price they report, including shares held through their trusts and family vehicles. Grants, option exercises, shares withheld for taxes and gifts are not trades. Funds that report through a director they appoint, such as Silver Lake at Dell or LS Power at NRG, are left out: those shares are the fund's ($1.6B sold in Q3 2026). So are shares that change hands between insiders or their own accounts at the same price on the same day, and shares a spouse also reports are counted once. Amendments replace the lines they correct. Many large sales follow pre-arranged trading plans (Rule 10b5-1); each filing says so. Not investment advice.

Every quarter

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