Nvidia, Disney, Broadcom, Walmart, Salesforce: Insider Moves Exposed

Insiders have been trading these 5 stocks: ((NVDA)), ((DIS)), ((AVGO)), ((WMT)) and ((CRM)). Here is a breakdown of their recent trades and their value.

Director Harvey Jones’s recent move in Nvidia has caught the market’s attention, as he unloaded 250,000 shares of Nvidia stock in a single transaction. The sale, worth a substantial $44,332,500, suggests decisive profit-taking or portfolio rebalancing at a time when Nvidia’s valuation has been under close scrutiny. Such a large insider sale can prompt investors to reassess whether the stock’s current price fully reflects future growth prospects, or whether some of the optimism has already been priced in. While one transaction never tells the whole story, the sheer size of this $44.3 million sale makes it a notable data point for anyone tracking insider sentiment around Nvidia.

In contrast, Walt Disney has seen insider confidence in the form of a sizeable purchase by Director James Gorman. He acquired 18,000 shares of Walt Disney stock, with the total purchase valued at $2,013,840. This kind of insider buying is often interpreted as a sign that leadership believes the company’s current share price underestimates its long-term potential, especially as Disney continues to navigate streaming growth, theme park recovery, and content strategy. A roughly $2.0 million personal commitment is not trivial, and investors often view such moves as a vote of confidence from someone with an inside view of Disney’s trajectory.

Broadcom’s insider activity has been brisk and heavily skewed toward selling, led by several top executives. President, Semi Solutions Group Charlie Kawwas sold 3,163 shares of Broadcom stock in a transaction worth $1,053,098, signaling significant profit-taking at current levels. Adding to this, SVP, Chief Legal Officer & IP Mark David Brazeal executed two separate sales: one for 24,527 shares worth $8,361,417 and another for 38,281 shares worth $12,542,502, together unloading over 62,000 shares for more than $20.9 million. Rounding out the activity, CFO & Chief Accounting Officer Kirsten M. Spears sold 6,093 shares in a sale valued at $2,028,407. In total, these transactions represent tens of millions of dollars in insider sales, a pattern that may prompt investors to question whether Broadcom insiders see the stock as fully valued in the near term.

At Walmart, major insider activity has come from a significant shareholder rather than day-to-day executives, as Walton Family Holdings Trust reduced its position through two very large stock sales. The trust first sold 261,000 shares of Walmart stock for $30,094,767, then followed up with another sale of 872,000 shares worth $99,632,303. Combined, this represents 1,133,000 shares sold and roughly $129.7 million in proceeds, a scale of selling that can influence perceptions of supply and demand for Walmart shares. Because Walton Family Holdings Trust is closely associated with the company’s founding family and long-term ownership, such large disposals may be interpreted as part of broader estate, diversification, or liquidity planning, but investors will still watch closely to see if this pattern continues.

Salesforce has seen insider activity in the opposite direction, with a board member stepping in as a buyer. Director David Blair Kirk purchased 1,936 shares of Salesforce stock, committing $500,707 in total to the transaction. While smaller in absolute dollar terms than some of the massive trades seen in other companies, this half‑million‑dollar purchase is still meaningful as a personal bet on Salesforce’s future performance. Insider buying like this can be particularly interesting when it occurs alongside key product launches, strategic shifts into AI and automation, or ongoing margin-improvement efforts. For shareholders and prospective investors, a fresh $500,707 insider purchase serves as a tangible signal that at least one director sees value at current Salesforce price levels.