Rep. Nancy Pelosi, no stranger to headline-grabbing stock moves, is back in the spotlight with her latest Periodic Transaction Report—and it’s a big one.

The former Speaker of the House is making bold plays in some of the hottest sectors, doubling down on AI, and other growth trends, while dumping shares in Apple.

Here’s an update of her filing from Friday:

Pelosi recently sold 31,600 shares of Apple $AAPL, with a transaction value of roughly $8 million.

While she has been bullish on Apple in the past, this marks a notable reduction in her exposure. We know that she acquired about half the shares she just sold via call options back in May 2022. She made more than 80% on them.

So, Nancy is bearish Apple. But, we don’t follow her for her insider sales, we follow the Pelosi portfolio because it has been early to some of the best trends in growth investing. The Pelosi’s were early to NVDA. She has...

Rep. Nancy Pelosi is back on our list after filing a Periodic Transaction Report detailing transactions in multiple stocks.

The former Speaker of the House reported the following moves:

Nvidia $NVDA:

• Exercised $500K-$1M in call options with $12 strike, expiring 12/20/24.
• Bought $250K-$500K in call options with $80 strike, expiring 1/16/26.

Palo Alto Networks $PANW:

• Purchased $1M-$5M in call options with $100 strike, expiring 12/20/24.

Alphabet Inc $GOOGL:

• Purchased $250K-$500K in call options with $150 strike, expiring 1/16/26.

Amazon.com Inc $AMZN:

• Purchased $250K-$500K in call options with $150 strike, expiring 1/16/26.

Tempus AI Inc $TEM:

• Purchased $50K-$100K in call options with $20 strike, expiring 1/16/26.

Today’s standout insider activity comes from Neogen Corporation $NEOG.

Both the CEO and CFO filed Form 4s, reporting significant purchases of their company’s stock.

When the company’s top executives—the strategic decision-maker (CEO) and the financial steward (CFO)—make simultaneous moves, it’s a signal worth noting.

These leaders have valuable insights into the company’s numbers, projections, and future direction.

Here’s The Hot Corner, with data from January 16, 2025:

Control Empresarial De Capitales SA revealed an additional $2.8 million investment in PBF Energy, increasing its ownership stake to an impressive 25.17%.

Last but not least, Broadwood Partners disclosed the acquisition of 29,376 shares of STAAR Surgical Company $STAA, valued at $630,838.

EcoR1 Capital, a biotech-focused hedge fund, made waves today with a substantial Form 4 filing.

The fund reported a purchase of $2,278,811 worth of Zymeworks $ZYME, increasing its ownership stake to 22.61%.

It’s worth noting that EcoR1 has a strong track record of identifying winners in the biotech space, often making concentrated bets on companies with transformative pipelines or innovative therapies.

Here’s The Hot Corner, with data from January 15, 2025:

On another note, Phillip Frost, CEO of OPKO Health Inc $OPK, disclosed the acquisition of 500,000 shares, continuing a pattern of insider buying.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

Today’s standout transaction is a Form 4 filing by Director Robert Niblock, who made a bold statement with the purchase of 3,000 Lamb Weston Holdings Inc $LW shares, for a cost of $182,818.

Here’s The Hot Corner, with data from January 14, 2025:

Meanwhile, Senator John Boozman of Arkansas has also caught our attention, reporting a buy in an amount between $1,000 and $15,000 in Applied Materials $AMAT, a key player in the semiconductor equipment space.

I like to lean on bellwethers when I’m on the fence about a theme or area of the market.

The term bellwether comes from agrarian times. It was used to describe the sheep that leads the flock. They would put a bell around its neck.

Stock market bellwethers are similar.

To me, a bellwether is a stock that represents a broader group of stocks. These companies usually dominate their industries. Many times, they are secular leaders also.

We’re talking about JP Morgan in the world of financials. Caterpillar for industrials. Amazon and Walmart for the consumer. You get it.

And bellwethers are also vehicles. They are among the many alternatives at our disposal when we choose to express a thesis on something. They are usually some of the most liquid as well.

I use them when I am trying to keep it simple.

I am always thinking about what vehicle is best....

The most eye-catching insider move today comes from Darsana Capital Partners, which disclosed a 5.30% stake in EchoStar Corporation $SATS via a 13G filing.

Darsana, a hedge fund known for its sharp plays, seems to have spotted something compelling in this satellite communications player.

With top holdings like HCA Healthcare $HCA, Guidewire Software $GWRE, and Hilton Worldwide $HLT, this is a fund that knows how to pick winners—making its move into SATS worth paying attention to.

Here’s The Hot Corner, with data from January 13, 2025:

In a notable 13G filing, Point72 Asset Management disclosed a 5.00% stake in Array Technologies $ARRY, signaling growing investor interest in the company.

Adding to the momentum, CEO Kevin Hostetler made a confident move back in November by purchasing shares of his own...

Carl Icahn tops today’s list with a significant transaction in CVR Energy $CVI disclosed via a Form 4 filing.

Icahn purchased 878,212 CVI shares for approximately $16 million.

CVR Energy is one of Icahn’s top holdings, and this move underscores his long-term conviction in the company. It also reinforces his influence in the energy sector.

There’s interesting institutional activity on today’s list too, with Think Investments submitting a 13G filing for TaskUs Inc $TASK. 

The filing disclosed an initial ownership stake of 16.90%, signaling the firm’s bullish outlook on TaskUs and its potential.

Here’s The Hot Corner, with data from January 10, 2025:

In another Form 4 filing, Ecor1 Capital revealed a purchase of $2,974,818 in Zymeworks Inc $ZYME.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

Today's standout insider transaction comes from John W. Dietrich, Executive Vice President and Chief Financial Officer of FedEx Corporation $FDX.

Dietrich revealed a purchase of 1,000 FDX shares, equivalent to $273,980.

CFOs’ insider purchases are especially meaningful for investors because of their deep financial knowledge. Their expressions of confidence in the underlying business are particularly notable for this reason alone.

And FDX has been carving out a multi-year base:

If and when it breaks above 320, the bias will switch higher.

Here’s The Hot Corner, with data from January 8, 2025:

In another Form 4 filing, former Executive Chairman James W. Ayers acquired 2,000 shares of FB Financial Corporation $FBK.

Today's standout insider transaction comes through a 13G filing by AllianceBernstein L.P., a global investment management firm overseeing more than $700 billion in assets.

AllianceBernstein increased its passive stake in Trex Company Inc $TREX from 6.50% to 10.10%.

Here’s The Hot Corner, with data from January 7, 2025:

This significant uptick in ownership signals strong confidence in the company's future prospects.