McDonald’s, Delta, Rocket Lab, GameStop, Applied Digital Insider Shock

Insiders have been trading these 5 stocks: ((MCD)), ((DAL)), ((RKLB)), ((GME)) and ((APLD)). Here is a breakdown of their recent trades and their value.

McDonald’s saw notable insider activity as Joseph M. Erlinger, President of McDonald’s USA, sold 2,626 shares of McDonald’s stock in a single transaction. The sale, valued at $805,079, may catch the attention of investors who track executive moves as a signal of sentiment or portfolio rebalancing. While the transaction alone doesn’t reveal Erlinger’s long-term outlook on the company, the precise figure of 2,626 shares and the substantial dollar value underscore that this was a meaningful sale rather than a minor adjustment.

Delta Air Lines experienced a wave of insider selling across its senior leadership ranks, involving multiple top executives and large dollar amounts. President Glen Hauenstein sold 20,000 Delta Air Lines shares for $1,400,000, while Pres. & CEO, UTC Prop. & Aero., Alain Bellemare sold 36,000 shares worth $2,491,560. Chief External Affairs Officer Peter Carter disposed of 14,300 shares for $1,005,290, and EVP – Global Sales & Distrib Steven M. Sear sold 31,290 shares valued at $2,180,287. Adding to the trend, EVP & Chief Info Officer Rahul D. Samant sold 57,003 shares for $3,965,698, and CEO Edward Bastian executed the largest transaction, selling 173,230 shares for an eye‑catching $12,299,330, making insider selling at Delta both broad and substantial.

Rocket Lab USA also saw a significant insider sale with Director Merline Saintil reducing her position in the company. Saintil sold 96,000 shares of Rocket Lab USA stock in a transaction valued at $8,311,680. For a director-level insider, a sale of 96,000 shares suggests a sizable liquidation or portfolio shift, and the $8.3 million value highlights the scale of the transaction. Investors tracking Rocket Lab may read this move in the context of the company’s growth trajectory and the timing of the sale relative to recent market performance.

GameStop, a stock closely followed by both institutional investors and retail traders, recorded insider activity from its legal leadership. GC & Secretary Mark Haymond Robinson sold 12,200 shares of GameStop stock, a transaction totaling $256,200. While the dollar amount is smaller compared with some of the multi-million-dollar sales seen in other companies, the sale of 12,200 shares by a key corporate officer still provides an important data point for those monitoring insider sentiment at GameStop, particularly given the company’s history of volatility and heightened market scrutiny.

Applied Digital Corporation reported a cluster of insider sales spanning multiple members of its board and executive team, signaling broad participation in profit-taking or portfolio rebalancing. Director Douglas S. Miller sold 10,000 shares for $385,400, while Director Richard Nottenburg executed a larger sale of 23,606 shares worth $834,859. The most substantial move came from CEO and Chairman Wes Cummins, who sold 165,000 shares of Applied Digital Corporation stock, generating proceeds of $6,009,300. Together, these three transactions—totaling hundreds of thousands of shares and over $7 million in value—paint a picture of significant insider selling activity at Applied Digital.