Monday’s insider trading: Major buys at Rollins, CrowdStrike CEO sells

Here’s a roundup of the most significant insider trading activity disclosed on Monday for US stocks.

Top buys

Rollins Inc. saw substantial insider buying as the R. Randall Rollins Voting Trust, a 10% owner and director, acquired 1,444,402 shares of the company’s common stock on October 29, 2026, for approximately $49,956,665. The shares were purchased at prices ranging from $33.94 to $34.785, with a weighted average purchase price of $34.5864. The timing of this insider purchase is notable, as Rollins stock has declined 34% over the past six months, though it has rebounded nearly 6% in the past week. The company currently trades at a P/E ratio of 32.87 with a market capitalization of $16.6 billion. According to InvestingPro analysis, the stock appears undervalued at current levels. Following this acquisition, the R. Randall Rollins Voting Trust indirectly holds 161,683,259 shares through various entities, including LOR, Inc., Rollins Holding Company, Inc., RCTLOR, LLC, RFT Investment Company, LLC, and RFA Management Company, LLC.

LOR Inc, another 10% owner of Rollins Inc., purchased 1,444,402 shares of the company’s common stock on October 29, 2026, in a transaction valued at approximately $49.96 million. The shares were acquired at a weighted average price of $34.5864, with individual transaction prices ranging from $33.94 to $34.785. The purchase comes as the stock trades at $36.03, recovering from a six-month decline of 34%. According to InvestingPro analysis, the stock appears undervalued based on Fair Value metrics, with the company maintaining its dividend for 56 consecutive years. Following this transaction, LOR Inc directly holds 146,728,468 shares of Rollins common stock, plus additional shares held indirectly through several entities: 3,945,035 shares through RCTLOR, LLC; 744,963 shares through RFT Investment Company, LLC; and 2,235,811 shares through RFA Management Company, LLC.

Hartree Partners, LP, a 10% owner and director of Hudson Technologies Inc., recently acquired common stock valued at approximately $1.31 million. The investment firm purchased a total of 300,000 shares across three separate transactions between October 29 and November 2, 2026, with prices ranging from $4.2498 to $4.443 per share. The timing of these purchases is notable, as the stock is currently trading at $4.23, just 3% above its 52-week low of $4.10. According to InvestingPro analysis, HDSN appears undervalued at current levels, with a Fair Value of $6.07. The largest of these purchases occurred on October 29, when Hartree Partners bought 200,000 shares at a weighted average price of $4.443, acquired in multiple transactions at prices ranging from $4.1350 to $4.5000.

Landstar System Inc. saw insider buying from Frank A. Lonegro, President and CEO, who recently acquired 5,000 shares of the company’s common stock. The transactions, which took place on October 30, 2026, totaled $714,619, with prices paid for the shares ranging from $141.04 to $144.28. The purchase comes as the stock has declined 13.6% over the past week, with shares currently trading at $142.70. According to InvestingPro analysis, the stock appears overvalued relative to its Fair Value, though the platform identifies 12 additional ProTips that may provide deeper insight into this insider purchase timing. Following these acquisitions, Mr. Lonegro directly holds 28,110 shares of Landstar System common stock. The company maintains a market capitalization of $4.81 billion and trades at a P/E ratio of 30.33.

Saba Capital Management, L.P., a 10% owner and director of Ellsworth Growth & Income Fund Ltd., recently acquired additional common stock in the company. The investment firm purchased 11,565 shares on October 30, 2026, at a price of $11.77 per share. The transaction totaled $136,120. Following this purchase, Saba Capital Management, L.P. indirectly holds 1,814,063 shares of Ellsworth Growth & Income Fund Ltd.

Top sells

CrowdStrike Holdings, Inc. experienced insider selling as George Kurtz, President and CEO, sold 20,000 shares of the company’s Class A common stock for a total value of $5,051,030. These transactions took place over two days, October 29 and October 30, 2026. The shares were sold at prices ranging from $246.13 to $267.66 per share. These sales were conducted under a pre-arranged 10b5-1 trading plan, which Mr. Kurtz adopted on January 16, 2026. The insider sale comes as CrowdStrike shares have delivered strong returns, up 106% year-to-date and 75% over the past year. However, InvestingPro analysis suggests the stock is currently overvalued relative to its Fair Value, placing it among companies on the Most Overvalued list. The cybersecurity firm trades at a P/E ratio of 6,588, reflecting premium valuations across multiple metrics.

LENZ Therapeutics, Inc. saw RA Capital Management, L.P., a director and 10% owner, report the sale of common stock totaling approximately $9,134,778 on October 29, 2026. The transactions involved the disposition of 2,718,684 shares at a weighted average price of $3.36 per share, with individual sale prices ranging from $3.16 to $3.58. The sales were executed in three separate transactions on October 29, 2026. The largest transaction involved 2,159,516 shares, valued at approximately $7,256,094, followed by the sale of 451,998 shares totaling about $1,518,713, and an additional 107,170 shares amounting to roughly $359,947. The timing of these sales comes as LENZ shares have declined sharply, with the stock down approximately 90% over the past year and currently trading at $3.05, near its 52-week low of $2.80.

Best Buy Co Inc experienced significant insider selling as Richard M. Schulze, Chairman Emeritus, sold approximately $27.75 million worth of company common stock on September 16, 2026. The transactions involved the disposition of 300,000 shares through indirect holdings. The shares were sold at weighted average prices ranging from $92.432 to $92.8994. Specifically, 52,660 shares were sold at a weighted average price of $92.8994, with actual transaction prices ranging from $92.81 to $93.00, while an additional 247,340 shares were sold at a weighted average price of $92.432, with actual transaction prices ranging from $91.79 to $92.78. These sales were made indirectly through a Family Foundation.

Gilead Sciences Inc. saw insider selling from Daniel O’Day, Chairman and Chief Executive Officer, who recently sold company shares totaling approximately $5.33 million. The transactions occurred over two days, on October 30 and November 2, 2026, and involved the exercise of stock options followed by the sale of common stock. The sales came as Gilead shares trade near their 52-week high of $175.65, with the stock delivering a 41% year-to-date return. According to InvestingPro analysis, the stock currently appears overvalued relative to its Fair Value, placing it among the most overvalued stocks in the biotechnology sector. On October 30, Mr. O’Day acquired 15,881 shares of Gilead Sciences common stock through the exercise of non-qualified stock options at a price of $72.34 per share, representing a total acquisition value of approximately $1.15 million.

United Therapeutics Corp experienced insider selling as Martine A. Rothblatt, Chairperson & CEO, sold shares valued at approximately $4.71 million on September 17, 2026, according to a recent SEC filing. The transactions were executed as part of a pre-arranged trading plan. Ms. Rothblatt disposed of a total of 9,500 common shares at prices ranging from $492.71 to $501.66 per share.

Monitoring insider trading activity can provide valuable insights into how company executives and major shareholders view their stock’s prospects. While insider purchases may signal confidence in a company’s future performance, and sales might indicate concerns, it’s important to remember that insiders sell for various reasons, including portfolio diversification and personal financial planning. Investors should consider insider trading data as one of many factors when making investment decisions, rather than relying on it exclusively.