Insider trading in AI stocks, Q1 2026: who sold, who bought

Q1 2026: we read 4,238 Forms 3, 4 and 5 filed by 2,028 executives, directors and large shareholders of 211 AI and semiconductor companies tracked on Silicon Floor. 694 of them sold $5.1B of stock and 29 bought $30.2M — about $169 sold for every dollar bought (Form 4 codes S and P: in the market or privately).

Biggest insider sellers

  1. Peter Thiel, Director, sold $289.7M of Palantir (PLTR) — 2.0M shares in 7 trades, Mar 2, 2026; held 68.9M shares at the end of the quarter ($10.1B). Form 4
  2. Henry Samueli, Director, sold $250.0M of Broadcom (AVGO) — 781,967 shares in 16 trades, Mar 25, 2026; held 84.4M shares at the end of the quarter ($26.1B). Form 4
  3. Brannin McBee, Chief Development Officer, sold $187.0M of CoreWeave (CRWV) — 2.2M shares in 540 trades, Jan 5, 2026 to Mar 31, 2026; held 15.0M shares at the end of the quarter ($1.2B). Form 4
  4. Ajay K. Puri, EVP, Worldwide Field Ops, sold $183.0M of NVIDIA (NVDA) — 1.0M shares in 9 trades, Jan 7, 2026 to Mar 18, 2026; held 6.7M shares at the end of the quarter ($1.2B). Form 4
  5. Michael Hsing, CEO · Director, sold $181.1M of Monolithic Power (MPWR) — 154,923 shares in 32 trades, Feb 6, 2026 to Feb 12, 2026; held 1.0M shares at the end of the quarter ($1.1B). Form 4
  6. Susan Ocampo, 10% owner, sold $175.9M of MACOM (MTSI) — 718,428 shares in 14 trades, Feb 3, 2026 to Feb 25, 2026; held 7.1M shares at the end of the quarter ($1.6B). Form 4
  7. Brian M. Venturo, Chief Strategy Officer · Director, sold $143.0M of CoreWeave (CRWV) — 1.7M shares in 49 trades, Jan 6, 2026 to Mar 31, 2026; held 30.1M shares at the end of the quarter ($2.3B). Form 4
  8. Patrizio Vinciarelli, Chairman and CEO · Director · 10% owner, sold $130.5M of Vicor (VICR) — 723,179 shares in 180 trades, Mar 4, 2026 to Mar 25, 2026; held 9.2M shares at the end of the quarter ($1.5B). Form 4
  9. Jacob DeWitte, Co-Founder, CEO · Director · 10% owner, with Caroline Cochran (the same shares), sold $95.5M of Oklo (OKLO) — 1.1M shares in 54 trades, Jan 5, 2026 to Mar 13, 2026; held 21.3M shares at the end of the quarter ($1.1B). Form 4
  10. Matthew Prince, CEO & Board Co-Chair · Director · 10% owner, sold $90.9M of Cloudflare (NET) — 471,456 shares in 81 trades, Jan 6, 2026 to Mar 18, 2026; held 26.3M shares at the end of the quarter ($5.4B). Form 4
  11. Richard Adam Norwitt, President & CEO · Director, sold $89.6M of Amphenol (APH) — 1.2M shares in 2 trades, Feb 12, 2026; held 1.7M shares at the end of the quarter ($109.7M). Form 4
  12. Susan J. Li, Chief Financial Officer, sold $88.1M of Meta Platforms (META) — 137,480 shares in 22 trades, Feb 15, 2026 to Feb 27, 2026; held 13,186 shares at the end of the quarter ($7.5M). Form 4
  13. Frank Slootman, Director, sold $78.4M of Snowflake (SNOW) — 409,916 shares in 15 trades, Jan 20, 2026 to Mar 19, 2026; held 245,901 shares at the end of the quarter ($37.1M). Form 4
  14. Alexander C. Karp, See Remarks · Director, sold $66.0M of Palantir (PLTR) — 493,025 shares in 10 trades, Feb 20, 2026; held 57.9M shares at the end of the quarter ($8.5B). Form 4
  15. Joseph A. Cutillo, Chief Executive Officer, sold $63.9M of Sterling Infrastructure (STRL) — 150,000 shares in 3 trades, Mar 9, 2026 to Mar 25, 2026; held 340,593 shares at the end of the quarter ($138.7M). Form 4

Insider buying

Purchases with their own money: the rarer signal.

  1. Nikesh Arora, Chief Executive Officer · Director, bought $10.0M of Palo Alto Networks (PANW) — 68,085 shares in 2 trades, Mar 27, 2026; held 1.1M shares at the end of the quarter ($176.7M). Form 4
  2. Teyin M. Liu, Director, bought $7.8M of Micron (MU) — 23,200 shares in 3 trades, Jan 13, 2026 to Jan 14, 2026; held 26,007 shares at the end of the quarter ($8.8M). Form 4
  3. Bill McDermott, Chairman & CEO · Director, bought $3.0M of ServiceNow (NOW) — 28,682 shares in 2 trades, Feb 27, 2026; held 182,639 shares at the end of the quarter ($19.1M). Form 4
  4. John W. Stanton, Director, bought $2.0M of Microsoft (MSFT) — 5,000 shares in 1 trade, Feb 18, 2026; held 87,527 shares at the end of the quarter ($32.4M). Form 4
  5. Robert Livingston, Director, bought $1.3M of Amphenol (APH) — 20,000 shares in 1 trade, Feb 5, 2026; held 276,160 shares at the end of the quarter ($17.4M). Form 4
  6. Mark Vergnano, Director, bought $1.0M of Johnson Controls (JCI) — 7,665 shares in 1 trade, Feb 5, 2026; held 33,172 shares at the end of the quarter ($4.3M). Form 4
  7. Mike F. Chang, Director · 10% owner, bought $640,813.00 of Alpha & Omega Semiconductor (AOSL) — 33,727 shares in 1 trade, Mar 9, 2026; held 4.4M shares at the end of the quarter ($97.3M). Form 4
  8. Douglas R. Deason, Director, bought $519,950.00 of Galaxy Digital (GLXY) — 25,000 shares in 3 trades, Feb 4, 2026; held 82,482 shares at the end of the quarter ($1.5M). Form 4
  9. Laura J. Alber, Director, bought $500,266.34 of Salesforce (CRM) — 2,571 shares in 2 trades, Mar 19, 2026; held 9,530 shares at the end of the quarter ($1.8M). Form 4
  10. David Blair Kirk, Director, bought $500,173.40 of Salesforce (CRM) — 2,570 shares in 1 trade, Mar 18, 2026; held 13,689 shares at the end of the quarter ($2.6M). Form 4
  11. Rajesh Kalathur, Director, bought $494,936.30 of American Tower (AMT) — 2,671 shares in 1 trade, Mar 10, 2026; held 5,107 shares at the end of the quarter ($881,366.06). Form 4
  12. Donna E. Epps, Director, bought $456,852.75 of Texas Pacific Land (TPL) — 895 shares in 1 trade, Feb 25, 2026; held 2,921 shares at the end of the quarter ($1.4M). Form 4
  13. David Farr, Director, bought $304,000.00 of IBM (IBM) — 1,000 shares in 1 trade, Jan 30, 2026; held 9,258 shares at the end of the quarter ($2.2M). Form 4
  14. Jim H. Snabe, Director, bought $302,300.00 of C3.ai (AI) — 35,000 shares in 2 trades, Mar 9, 2026 to Mar 27, 2026; held 423,000 shares at the end of the quarter ($3.6M). Form 4
  15. David Zinsner, EVP, CFO, bought $249,985.00 of Intel (INTC) — 5,882 shares in 1 trade, Jan 26, 2026; held 364,357 shares at the end of the quarter ($16.1M). Form 4

Most sold by insiders

  1. Palantir (PLTR): $439.1M sold by 9 insiders
  2. CoreWeave (CRWV): $400.1M sold by 7 insiders
  3. Broadcom (AVGO): $373.0M sold by 6 insiders
  4. Monolithic Power (MPWR): $320.3M sold by 6 insiders
  5. NVIDIA (NVDA): $269.7M sold by 6 insiders
  6. MACOM (MTSI): $184.6M sold by 7 insiders
  7. Cloudflare (NET): $164.5M sold by 8 insiders
  8. Vicor (VICR): $151.8M sold by 15 insiders
  9. Vertiv (VRT): $123.4M sold by 6 insiders
  10. Snowflake (SNOW): $115.4M sold by 5 insiders
  11. Amphenol (APH): $112.1M sold by 3 insiders, $1.3M bought
  12. Oklo (OKLO): $103.7M sold by 6 insiders
  13. Meta Platforms (META): $103.6M sold by 5 insiders
  14. Caterpillar (CAT): $99.5M sold by 7 insiders
  15. Celestica (CLS): $97.7M sold by 5 insiders

Where insiders bought

  1. Palo Alto Networks (PANW): $10.0M bought by 1 insider, $27.4M sold
  2. Micron (MU): $7.8M bought by 1 insider, $26.9M sold
  3. ServiceNow (NOW): $3.0M bought by 1 insider, $1.7M sold
  4. Microsoft (MSFT): $2.0M bought by 1 insider, $5.0M sold
  5. Amphenol (APH): $1.3M bought by 1 insider, $112.1M sold
  6. Johnson Controls (JCI): $1.0M bought by 1 insider, $1.3M sold
  7. Salesforce (CRM): $1.0M bought by 2 insiders, $929,259.10 sold
  8. Alpha & Omega Semiconductor (AOSL): $640,813.00 bought by 1 insider, $124,246.07 sold
  9. Galaxy Digital (GLXY): $519,950.00 bought by 1 insider
  10. American Tower (AMT): $494,936.30 bought by 1 insider, $21.9M sold
  11. Texas Pacific Land (TPL): $456,852.75 bought by 1 insider, $1.3M sold
  12. IBM (IBM): $417,156.72 bought by 3 insiders
  13. C3.ai (AI): $302,300.00 bought by 1 insider, $18.7M sold
  14. Intel (INTC): $249,985.00 bought by 1 insider, $981,000.00 sold
  15. TeraWulf (WULF): $200,391.81 bought by 1 insider, $14.2M sold

Who sold

RoleSoldSellersBoughtBuyers
CEOs$1.4B82$13.2M4
CFOs$376.1M70$298,335.002
Other executives$1.9B356$164,630.383
Directors$1.1B184$16.5M20
10% owners$216.9M2$0.000
Others$5.7M3$0.000

Month by month

MonthSoldBought
January 2026$834.3M$8.6M
February 2026$2.2B$8.5M
March 2026$2.1B$13.0M

New insiders

162 people filed their first Form 3 at a tracked company in Q1 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 ($3.9B sold in Q1 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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