Insider trading in AI stocks, Q1 2025: who sold, who bought
Q1 2025: we read 3,876 Forms 3, 4 and 5 filed by 1,760 executives, directors and large shareholders of 189 AI and semiconductor companies tracked on Silicon Floor. 553 of them sold $5.3B of stock and 45 bought $24.5M — about $215 sold for every dollar bought (Form 4 codes S and P: in the market or privately).
Latest trades of Q1 2025
The most recent purchases and sales reported on Form 4, newest filing first. Each value links to the filing at the SEC.
| Filed | Insider | Company | Trade | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 4, 2026 | Moshe Gavrielov, Director | Cadence (CDNS) | Bought on Mar 28, 2025 | 54 | $256.95 | $13,875.30 |
| Sep 23, 2025 | Michael Max Wilson, Director | Celestica (CLS) | Sold on Jan 6, 2025 | 25,000 | $98.73 | $2.5M |
| May 19, 2025 | Paul M. Barbas, Director | Vistra (VST) | Sold on Mar 3, 2025 | 48,271 | $123.99 | $6.0M |
| May 13, 2025 | Glenn H. Hutchins, Director | CoreWeave (CRWV) | Bought on Mar 3, 2025 | 210,240 | $47.56 | $10.0M |
| May 9, 2025 | Ranbir Singh, Director · 10% owner | Navitas (NVTS) | Sold on Mar 18, 2025 | 4,400 | $2.55 | $11,220.00 |
| Apr 29, 2025 | Kang Jyh Lee, CHIEF EXECUTIVE OFFICER | Photronics (PLAB) | Sold on Mar 26, 2025 | 10,000 | $21.60 | $216,000.00 |
| Apr 29, 2025 | Christopher J. Progler, EVP, Chief Technology Officer | Photronics (PLAB) | Sold on Mar 24, 2025 | 10,000 | $21.59 | $215,900.00 |
| Apr 29, 2025 | Kang Jyh Lee, CHIEF EXECUTIVE OFFICER | Photronics (PLAB) | Sold on Mar 19, 2025 | 10,000 | $21.60 | $216,000.00 |
| Apr 18, 2025 | Aj Teague, Director | Solaris Energy Infrastructure (SEI) | Bought on Mar 6, 2025 | 4,000 | $24.10 | $96,400.00 |
| Apr 18, 2025 | James R. Burke, Director | Solaris Energy Infrastructure (SEI) | Bought on Mar 6, 2025 | 800 | $24.29 | $19,432.00 |
| Apr 18, 2025 | Aj Teague, Director | Solaris Energy Infrastructure (SEI) | Bought on Feb 28, 2025 | 2,000 | $32.11 | $64,220.00 |
| Apr 18, 2025 | Aj Teague, Director | Solaris Energy Infrastructure (SEI) | Bought on Feb 27, 2025 | 2,000 | $32.38 | $64,760.00 |
| Apr 8, 2025 | Karen Boone, Director | CoreWeave (CRWV) | Bought on Mar 3, 2025 | 10,520 | $47.56 | $500,331.20 |
| Apr 2, 2025 | Ryan D. Taylor, See Remarks | Palantir (PLTR) | Sold on Mar 31, 2025 | 98,177 | $82.80 | $8.1M |
| Apr 2, 2025 | Chi Fung Cheng, Chief Technology Officer · Director | Credo (CRDO) | Sold on Mar 31, 2025 | 55,000 | $39.13 | $2.2M |
| Apr 2, 2025 | Javier Olivan, Chief Operating Officer | Meta Platforms (META) | Sold on Mar 31, 2025 | 608 | $563.03 | $342,322.24 |
| Apr 2, 2025 | Wayne A.I. Frederick, Director | Tempus AI (TEM) | Sold on Mar 31, 2025 | 3,000 | $45.54 | $136,620.00 |
| Apr 2, 2025 | Jack D. Cogen, Director | CoreWeave (CRWV) | Sold on Mar 3, 2025 | 220,760 | $47.56 | $10.5M |
| Apr 1, 2025 | Stan W. Connally, EVP & COO | Southern Company (SO) | Sold on Mar 31, 2025 | 12,500 | $92.24 | $1.2M |
| Apr 1, 2025 | Brunilda Rios, Chief Accounting Officer | Dell (DELL) | Sold on Mar 28, 2025 | 926 | $93.29 | $86,386.54 |
| Mar 31, 2025 | Jacob DeWitte, Co-Founder, CEO · Director · 10% owner | Oklo (OKLO) | Sold on Mar 31, 2025 | 41,000 | $21.80 | $893,800.00 |
| Mar 31, 2025 | Jacob DeWitte, Co-Founder, CEO · Director · 10% owner | Oklo (OKLO) | Sold on Mar 28, 2025 | 139,635 | $22.88 | $3.2M |
| Mar 31, 2025 | Cesar Cernuda, President | NetApp (NTAP) | Sold on Mar 28, 2025 | 19,696 | $90.15 | $1.8M |
| Mar 31, 2025 | Anders Gustafsson, Director | NetApp (NTAP) | Bought on Mar 28, 2025 | 2,724 | $89.87 | $244,797.32 |
| Mar 31, 2025 | Frances Arnold, Director | Alphabet (GOOGL) | Sold on Mar 28, 2025 | 111 | $162.42 | $18,028.62 |
Biggest insider sellers
- Mark Zuckerberg, COB and CEO · Director · 10% owner, sold $733.5M of Meta Platforms (META) — 1.1M shares in 845 trades, Jan 2, 2025 to Feb 21, 2025; held 342.7M shares at the end of the quarter ($197.5B). Form 4
- Safra Catz, Chief Executive Officer · Director, sold $705.5M of Oracle (ORCL) — 3.8M shares in 11 trades, Jan 22, 2025 to Jan 24, 2025; held 1.1M shares at the end of the quarter ($156.4M). Form 4
- Nikesh Arora, Chief Executive Officer · Director, sold $432.4M of Palo Alto Networks (PANW) — 2.4M shares in 49 trades, Jan 2, 2025 to Mar 5, 2025; held 1.1M shares at the end of the quarter ($183.6M). Form 4
- Stephen Andrew Cohen, See Remarks · Director, sold $406.5M of Palantir (PLTR) — 4.7M shares in 39 trades, Feb 20, 2025 to Mar 17, 2025; held 12.2M shares at the end of the quarter ($1.0B). Form 4
- Eric P. Lefkofsky, CEO and Chairman · Director · 10% owner, sold $163.6M of Tempus AI (TEM) — 2.9M shares in 60 trades, Jan 22, 2025 to Mar 6, 2025; held 40.5M shares at the end of the quarter ($2.0B). Form 4
- George Oliver, Director, sold $138.5M of Johnson Controls (JCI) — 1.6M shares in 20 trades, Feb 6, 2025 to Mar 14, 2025; held 1.2M shares at the end of the quarter ($94.7M). Form 4
- Henry Samueli, Director, sold $120.6M of Broadcom (AVGO) — 663,976 shares in 11 trades, Mar 26, 2025; held 87.1M shares at the end of the quarter ($14.6B). Form 4
- Susan Ocampo, Director · 10% owner, sold $108.7M of MACOM (MTSI) — 877,755 shares in 11 trades, Feb 10, 2025 to Feb 27, 2025; held 11.0M shares at the end of the quarter ($1.1B). Form 4
- Scott Cook, Founder · Director, sold $98.8M of Intuit (INTU) — 165,409 shares in 71 trades, Feb 27, 2025 to Mar 11, 2025; held 6.3M shares at the end of the quarter ($3.9B). Form 4
- Richard K. Templeton, Chairman · Director, sold $97.8M of Texas Instruments (TXN) — 489,557 shares in 28 trades, Feb 21, 2025 to Feb 28, 2025; held 470,918 shares at the end of the quarter ($84.6M). Form 4
- Robert Mionis, President & CEO · Director, sold $71.3M of Celestica (CLS) — 568,913 shares in 8 trades, Jan 31, 2025 to Feb 5, 2025; held 456,417 shares at the end of the quarter ($36.0M). Form 4
- Shyam Sankar, See Remarks, sold $59.8M of Palantir (PLTR) — 586,024 shares in 37 trades, Feb 20, 2025 to Feb 24, 2025; held 4.2M shares at the end of the quarter ($352.5M). Form 4
- Matthew Prince, CEO & Board Co-Chair · Director · 10% owner, sold $58.9M of Cloudflare (NET) — 471,456 shares in 46 trades, Jan 6, 2025 to Mar 19, 2025; held 28.6M shares at the end of the quarter ($3.2B). Form 4
- Lee Klarich, EVP, Chief Product Officer, sold $58.5M of Palo Alto Networks (PANW) — 319,376 shares in 22 trades, Jan 6, 2025 to Mar 3, 2025; held 1.1M shares at the end of the quarter ($186.1M). Form 4
- Thomas M. Siebel, CHIEF EXECUTIVE OFFICER · Director · 10% owner, sold $56.2M of C3.ai (AI) — 2.0M shares in 13 trades, Jan 14, 2025 to Mar 18, 2025; held 7.1M shares at the end of the quarter ($149.6M). Form 4
Insider buying
Purchases with their own money: the rarer signal.
- Glenn H. Hutchins, Director, bought $10.0M of CoreWeave (CRWV) — 210,240 shares in 2 trades, Mar 3, 2025; held 423,020 shares at the end of the quarter ($15.7M). Form 4
- F. Thomson Leighton, Chief Executive Officer · Director, bought $3.0M of Akamai (AKAM) — 37,670 shares in 2 trades, Feb 27, 2025; held 2.6M shares at the end of the quarter ($210.6M). Form 4
- Joseph A. Cutillo, Chief Executive Officer, bought $1.0M of Sterling Infrastructure (STRL) — 8,120 shares in 1 trade, Feb 28, 2025; held 473,147 shares at the end of the quarter ($53.6M). Form 4
- David A. Ricks, Director, bought $998,955.00 of Adobe (ADBE) — 2,250 shares in 1 trade, Jan 28, 2025; held 8,897 shares at the end of the quarter ($3.4M). Form 4
- Charles W. Moorman, Director, bought $947,925.00 of Oracle (ORCL) — 5,500 shares in 1 trade, Feb 12, 2025; held 88,543 shares at the end of the quarter ($12.4M). Form 4
- Philip G. Brace, CEO and President · Director, bought $661,300.00 of Skyworks (SWKS) — 10,000 shares in 1 trade, Feb 25, 2025; held 10,000 shares at the end of the quarter ($646,300.00). Form 4
- John T. Cahill, Director, bought $534,200.00 of Autodesk (ADSK) — 2,000 shares in 1 trade, Mar 21, 2025; held 2,551 shares at the end of the quarter ($667,851.80). Form 4
- Daniel Durn, EVP & CFO, bought $507,755.10 of Adobe (ADBE) — 1,300 shares in 2 trades, Mar 20, 2025; held 29,876 shares at the end of the quarter ($11.5M). Form 4
- Jordan Levy, Director, bought $500,625.00 of Core Scientific (CORZ) — 62,500 shares in 1 trade, Mar 6, 2025; held 306,887 shares at the end of the quarter ($2.2M). Form 4
- Karen Boone, Director, bought $500,331.20 of CoreWeave (CRWV) — 10,520 shares in 1 trade, Mar 3, 2025; held 10,520 shares at the end of the quarter ($390,081.60). Form 4
- Philip Guido, EVP & Chief Commercial Officer, bought $499,616.20 of AMD (AMD) — 4,645 shares in 1 trade, Feb 7, 2025; held 33,522 shares at the end of the quarter ($3.4M). Form 4
- Anders Gustafsson, Director, bought $499,597.32 of NetApp (NTAP) — 5,524 shares in 3 trades, Mar 27, 2025 to Mar 28, 2025; held 9,072 shares at the end of the quarter ($796,884.48). Form 4
- Robin L. Washington, President and COFO · Director, bought $499,363.95 of Salesforce (CRM) — 1,695 shares in 1 trade, Feb 28, 2025; held 43,445 shares at the end of the quarter ($11.7M). Form 4
- William A. Zartler, CHAIRMAN AND CEO · Director · 10% owner, bought $473,000.00 of Solaris Energy Infrastructure (SEI) — 20,000 shares in 2 trades, Mar 6, 2025 to Mar 7, 2025; held 5.3M shares at the end of the quarter ($114.7M). Form 4
- Donna E. Epps, Director, bought $350,163.00 of Texas Pacific Land (TPL) — 825 shares in 1 trade, Feb 25, 2025; held 2,367 shares at the end of the quarter ($1.0M). Form 4
Most sold by insiders
- Meta Platforms (META): $798.5M sold by 7 insiders
- Oracle (ORCL): $705.5M sold by 1 insider, $947,925.00 bought
- Palantir (PLTR): $573.5M sold by 9 insiders
- Palo Alto Networks (PANW): $491.9M sold by 4 insiders
- Tempus AI (TEM): $222.9M sold by 12 insiders
- Broadcom (AVGO): $147.9M sold by 5 insiders
- Johnson Controls (JCI): $144.9M sold by 4 insiders
- Datadog (DDOG): $140.5M sold by 8 insiders
- Celestica (CLS): $140.0M sold by 10 insiders
- Intuit (INTU): $130.6M sold by 8 insiders
- Snowflake (SNOW): $115.8M sold by 5 insiders
- Cloudflare (NET): $115.2M sold by 6 insiders
- MACOM (MTSI): $110.9M sold by 4 insiders
- Credo (CRDO): $102.9M sold by 7 insiders
- Texas Instruments (TXN): $100.7M sold by 4 insiders
Where insiders bought
- CoreWeave (CRWV): $10.5M bought by 2 insiders, $14.0M sold
- Akamai (AKAM): $3.0M bought by 1 insider, $5.9M sold
- Adobe (ADBE): $1.5M bought by 2 insiders, $2.2M sold
- Sterling Infrastructure (STRL): $1.0M bought by 1 insider, $313,096.08 sold
- Oracle (ORCL): $947,925.00 bought by 1 insider, $705.5M sold
- Solaris Energy Infrastructure (SEI): $807,532.00 bought by 4 insiders
- Fluence (FLNC): $674,833.00 bought by 6 insiders
- Skyworks (SWKS): $661,300.00 bought by 1 insider
- Core Scientific (CORZ): $551,385.00 bought by 2 insiders, $11.0M sold
- Ultra Clean (UCTT): $543,290.00 bought by 5 insiders
- Autodesk (ADSK): $534,200.00 bought by 1 insider, $655,395.08 sold
- AMD (AMD): $499,616.20 bought by 1 insider, $3.7M sold
- NetApp (NTAP): $499,597.32 bought by 1 insider, $13.1M sold
- Salesforce (CRM): $499,363.95 bought by 1 insider, $23.4M sold
- Texas Pacific Land (TPL): $350,163.00 bought by 1 insider, $2.8M sold
Who sold
| Role | Sold | Sellers | Bought | Buyers |
|---|---|---|---|---|
| CEOs | $2.7B | 67 | $5.4M | 6 |
| CFOs | $212.4M | 66 | $608,195.10 | 2 |
| Other executives | $1.7B | 287 | $1.5M | 6 |
| Directors | $646.8M | 125 | $17.0M | 31 |
| 10% owners | $71.4M | 2 | $0.00 | 0 |
| Others | $9.0M | 8 | $0.00 | 0 |
Month by month
| Month | Sold | Bought |
|---|---|---|
| January 2025 | $2.0B | $1.0M |
| February 2025 | $1.9B | $8.3M |
| March 2025 | $1.4B | $15.2M |
New insiders
128 people filed their first Form 3 at a tracked company in Q1 2025: new CEOs, CFOs, directors and large shareholders.
- Michael N. Intrator, CEO and President · Director · 10% owner, CoreWeave (CRWV) — Mar 27, 2025
- Lip-Bu Tan, CEO · Director, Intel (INTC) — Mar 18, 2025
- Joakim Weidemanis, Chief Executive Officer, Johnson Controls (JCI) — Mar 12, 2025
- Irving Tan, Chief Executive Officer · Director, Western Digital (WDC) — Feb 21, 2025
- Philip G. Brace, CEO and President · Director, Skyworks (SWKS) — Feb 17, 2025
- Michael E. Hurlston, President and CEO · Director, Lumentum (LITE) — Feb 7, 2025
- David Goeckeler, Chief Executive Officer · Director, Sandisk (SNDK) — Jan 31, 2025
- Kevin McAleenan, Chief Executive Officer · Director, BigBear.ai (BBAI) — Jan 15, 2025
- Gary Louis Corona, EVP & Chief Financial Officer, nVent (NVT) — Mar 31, 2025
- Nitin Agrawal, Chief Financial Officer, CoreWeave (CRWV) — Mar 27, 2025
- James P. Nygaard Jr., EVP, Chief Financial Officer, Core Scientific (CORZ) — Mar 17, 2025
- Wissam G. Jabre, EVP, CFO, NetApp (NTAP) — Mar 10, 2025
- Navam Welihinda, Chief Financial Officer, Elastic (ESTC) — Feb 28, 2025
- Don R. Bennett, Interim CFO, Western Digital (WDC) — Feb 28, 2025
- Lorenzo Flores, Chief Financial Officer, Lattice Semiconductor (LSCC) — Feb 10, 2025
- Srdjan Tanjga, Interim CFO, MongoDB (MDB) — Feb 1, 2025
- Luis Felipe Visoso, EVP & CFO, Sandisk (SNDK) — Jan 31, 2025
- Trevor I. Mihalik, Executive VP & CFO, American Electric Power (AEP) — Jan 20, 2025
- Kevin Krumm, Chief Financial Officer, Flex (FLEX) — Jan 6, 2025
- Kevan Parekh, Senior Vice President, CFO, Apple (AAPL) — Jan 1, 2025
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 ($636.3M sold in Q1 2025). 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.