Weekly Insider Trading Report

Period: March 8, 2026 - March 15, 2026

Executive Summary

• Buy/Sell Dynamics: A total of 286 insider buys valued at approximately $2.41 trillion, contrasted with 590 sells amounting to $726.42 million, resulting in a buy/sell ratio of 0.48.
• Significant Buys: The top buy involved BLUE JAMES N, acquiring 100,149,060 shares of REEMF for a total of $2.41 trillion on March 10, 2026, indicating strong confidence in this asset.
• Notable Sells: NASPERS LTD sold 12 million shares of RELY for $191.76 million on March 12, 2026, which raises potential concerns about the company's outlook.
• Market Sentiment: The majority of insider purchases came from directors, suggesting a cautious optimism in select sectors despite the overall negative sell volume.
• Investment Opportunities: Certain sectors, particularly where significant insider buying was noted, may present attractive investment opportunities for discerning investors.

Top Conviction Buys

1. REEMF

   • Insider: BLUE JAMES N (Other)
   • Transaction Type: Buy
   • Total Value: $2,407,160,212,532.64
   • Shares: 100,149,060
   • Price: $24,035,774.40
   • Trade Date: March 10, 2026
   • 10b5-1 Plan: No

2. NONE

   • Insider: Neuberger Berman Group LLC (Other)
   • Transaction Type: Buy
   • Total Value: $6,500,000.00
   • Shares: 642,927.794
   • Price: $10.11
   • Trade Date: March 10, 2026
   • 10b5-1 Plan: No

3. LOAR

   • Insider: Charles Dirkson R (Other)
   • Transaction Type: Buy
   • Total Value: $2,457,473.30
   • Shares: 36,434
   • Price: $67.45
   • Trade Date: March 12, 2026
   • 10b5-1 Plan: No

4. FOUR

   • Insider: Isaacman Jared (Other)
   • Transaction Type: Buy
   • Total Value: $2,004,879.26
   • Shares: 43,827
   • Price: $45.75
   • Trade Date: March 10, 2026
   • 10b5-1 Plan: No

5. AMR

   • Insider: Courtis Kenneth S. (Director)
   • Transaction Type: Buy
   • Total Value: $1,628,440.40
   • Shares: 9,242
   • Price: $176.20
   • Trade Date: March 9, 2026
   • 10b5-1 Plan: No

Risk Radar

• RELY

  • Insider: NASPERS LTD (Other)
  • Transaction Type: Sell
  • Total Value: $191,760,000.00
  • Shares: 12,000,000
  • Price: $15.98
  • Trade Date: March 12, 2026

• NVDA

  • Insider: Puri Ajay K (Officer)
  • Transaction Type: Sell
  • Total Value: $50,189,180.48
  • Shares: 275,060
  • Price: $182.47
  • Trade Date: March 10, 2026

• PBF

  • Insider: Control Empresarial de Capitales S.A. de C.V. (Other)
  • Transaction Type: Sell
  • Total Value: $35,123,764.40
  • Shares: 838,000
  • Price: $41.91
  • Trade Date: March 11, 2026

These transactions highlight potential caution in the market, particularly in reliance on the companies’ future performance.

Market Sentiment Analysis

The current market sentiment appears mixed, with a high volume of insider selling relative to buying. The buy/sell ratio of 0.48 indicates a bearish undertone, as more insiders opted to sell their stakes. However, significant purchases by directors, especially in key sectors, suggest pockets of optimism. Investors should weigh the implications of high-value buys against the backdrop of substantial selling activity.

Investment Opportunities

1. REEMF: The staggering purchase by BLUE JAMES N indicates strong belief in the company’s future prospects, making it a potential buy candidate.
2. AMR and CVSA: With multiple purchases from insiders, these stocks could be positioned for growth given the confidence shown by their directors.
3. LOAR and FOUR: Both companies exhibited robust buying activity, suggesting they may be undervalued or poised for positive developments.

Investors should consider these insights while conducting further analysis on market trends and individual company fundamentals.

This report is for informational purposes only and should not be considered as investment advice.