It's time now for Money, Power, Politics. Tonight, we are learning about another possible conflict of interest for President Donald J. Trump.Since January, the president's bought more than hundred million dollar worth of corporate and municipal bonds. That is according to filings from the Office of Government Ethics. This kind of active trading by a president is unprecedented.It means Donald Trump stands to benefit or suffer losses depending on on how these bonds perform. But these bonds include banks and t ...

🚨 UPDATE: Trump-linked ALT5 Sigma denies SEC probe rumors involving one of its executives alleged insider trading tied to World Liberty Financial's $1.5B treasury deal.It clarifies Jon Isaac has never been the President or an advisor of the company. https://t.co/sR2eUGAp5H ...

YoAgainst Wall Street (@aganstwallst):Strategy’s CFO, Andrew Kang, sold about $10 million worth of shares this week at $395 and $386😪Insider moves are always a little suspicious… what do you think he knows?🤔$BTC $MSTR https://t.co/Rt5X6U2eMl ...

Sen. Warren and Ron Wyden wrote a letter to Cantor Fitzgerald Chairman Brandon Lutnick raising questions about possible conflicts of interest and insider trading in bets the firm reportedly made on the legality of Trump administration tariffs https://t.co/wxKDWgPbOe ...

Core Viewpoint - Hims & Hers Health CEO Andrew Dudum sold a significant block of shares, marking the largest insider transaction since the company went public, raising approximately $33.4 million from the sale of 660,000 shares at an average price of $50.58 [1][4][5] Insider Trading Details - The sale was conducted outside of Dudum's pre-established trading plan and was made through a family trust [3] - Despite the sale, Dudum remains the largest individual shareholder with about 8 million shares held indirectly through various trusts, valued at approximately $388 million [4][5] Purpose of Sale - The company stated that the sale was for "tax and philanthropic purposes" and that Dudum continues to hold his full personal stake, emphasizing his commitment to the company's long-term growth [5] Market Performance - Hims & Hers has seen its stock price double over the past year, although it experienced a decline of over 4% on the day of the report and more than 13% for the week [8][10] - The company reported adjusted earnings of $0.17 per share for Q2 2025, exceeding estimates, while revenue rose 73% year-over-year to $544.8 million, though it fell short of analyst projections [10][11] Future Projections - For the third quarter, Hims & Hers projects revenue between $570 million and $590 million, aligning with analyst expectations of $583 million [11]

Core Insights - Delta Air Lines' executive VP of external affairs, Peter Carter, sold 17,550 shares for approximately $1.0 million on July 16, 2025, indicating a strategic move during a period of strong stock performance [1][10]. Transaction Summary - The transaction involved 17,550 shares with a total value of $1.0 million, and post-transaction, Carter retains 191,442 shares valued at approximately $10.8 million [2][3]. - The sale size is consistent with Carter's historical median trade size of about 17,747 shares, showing no significant deviation from past trading behavior [2]. Insider Ownership - Following the sale, Carter's ownership is reduced but still represents an estimated 0.03% of total insider ownership [4]. Market Performance Context - The sale occurred at a share price of $57.19, close to the current price of $56.29, after a 25.3% total return over the past year, suggesting the transaction was executed during a period of relative strength [5]. Company Overview - Delta Air Lines has a market capitalization of $36.75 billion, with a trailing twelve months (TTM) revenue of $61.64 billion and a net income of $3.46 billion, alongside a dividend yield of 0.82% [6]. - The company operates a fleet of approximately 1,200 aircraft, serving major domestic and international hubs, and generates revenue through passenger services, cargo transport, and ancillary offerings [7][9]. Recent Performance and Guidance - Delta recently reported a solid second quarter, resuming full-year guidance, albeit at a lower level than initially forecasted [11]. - The travel environment has stabilized, with expectations of flat earnings year-over-year in the third quarter and low-single-digit percentage revenue growth [12][13].

Core Insights - Brian Anderson, Senior Vice President and General Counsel of Belden, sold 5,601 shares for approximately $689,000, leaving him with 45,135 shares post-transaction [1][2][8] Transaction Summary - Shares traded amounted to 5,601 with a total transaction value of $689,203 [2] - Post-transaction, the insider holds 45,135 shares, valued at approximately $5.55 million [2] - Year-to-date performance of Belden shares is 14.5% as of July 18, 2025 [2][4] Ownership Retention - Post-sale, the insider retains approximately 0.11% of the total outstanding shares [3] Company Overview - Belden has a market capitalization of $5.1 billion and employs around 7,500 people [5] - The company reported a trailing twelve-month revenue of $2.55 billion and a net income of $213 million [5] - Belden specializes in signal transmission solutions, including copper and fiber cables, connectivity systems, and industrial Ethernet switches [5][7] Customer Base - Primary customers include distributors, original equipment manufacturers, installers, and end-users across various sectors such as data centers, commercial real estate, and healthcare [6] Performance Metrics - Belden's shares have increased by 37% over the past 12 months and 286% over the last five years [9] - The company achieved its highest gross margin of nearly 40% in the first quarter of the current year [9] - Organic business growth was reported at 11% compared to the previous year's first quarter [9] Market Position - Belden is positioned to benefit from a growing broadband market, with management indicating increased demand for networking products [10] - The stock is currently trading at 25.3 times trailing twelve-month earnings, slightly above its five-year average of 22.4, suggesting potential for further growth [11]

Core Viewpoint - Topgolf Callaway's shares surged 11.3% following the disclosure of significant insider buying, suggesting potential investor confidence in the stock's recovery after a substantial decline over the past year [1]. Group 1: Insider Buying - Director Adebayo Ogunlesi purchased 383,701 shares of Topgolf Callaway at an average price of $6.47 per share, totaling approximately $2.5 million [2]. - Ogunlesi's purchase occurred between June 4 and 5, indicating a strategic move to acquire discounted shares amid a challenging market environment [2]. Group 2: Company Performance and Outlook - The stock has decreased by 50% over the past year and is down 83% from its all-time highs in 2021, leading investors to view the insider purchase as a potential signal that the stock may be bottoming out [1]. - High inflation has negatively impacted demand at Topgolf, but there are indications that inflation may be easing, which could improve the company's performance [4]. - Topgolf and Callaway are planning to split the company, with a spin-off of 80.1% of Topgolf expected in late 2025, which may enhance the financial prospects for both entities as independent companies [4]. Group 3: Historical Context and Caution - Ogunlesi has been a board member since 2010 and was involved in the decision to acquire Topgolf, which is now being reversed [7]. - His previous share purchase in June 2023 was followed by a 60% decline in share value, highlighting the need for investors to conduct their own research rather than solely relying on insider actions [7].

Core Insights - Attorney General Pam Bondi made a timely stock trade by selling her shares of Trump Media Stock on April 2, coinciding with President Trump's tariff announcement that negatively impacted stock prices [1][2][3] - The value of Bondi's shares was over $3.9 million in December, but the exact value at the time of sale is unknown; the stock was trading at $18.76 on April 2, down from over $30 per share in December [2][3] - Following the tariff announcement, Trump Media's stock price fell approximately 13% in the subsequent days, although it later recovered after a 90-day pause on tariffs was announced [3] Political Context - There are allegations from Democrats suggesting that Trump's tariff actions may have involved market manipulation, with claims that his allies, including Bondi, might have had prior knowledge [4] - Bondi's stock trades have drawn scrutiny from Democratic representatives, with calls for an investigation into potential insider trading [5]

Group 1 - Director Joseph Gebbia executed an insider trade of Tesla stock on April 24, 2025, purchasing 4,000 shares at an average price of $256.31, totaling just over $1 million [1][2][5] - By May 12, 2025, Tesla stock had increased by 21.36% to $311.05, making the value of the purchased shares approximately $1.24 million, resulting in a profit of over $200,000 in less than three weeks [4][5][7] - This insider trade was notable as it was the first such buy in over five years and generated rapid returns, highlighting its unusual nature [7][8] Group 2 - The recent increase in Tesla's stock price is attributed to strong performance and a pre-market rally of 7.73%, alongside positive developments in U.S.-China trade talks that alleviated tariff pressures [4][9] - Investors are optimistic about Elon Musk's anticipated reduced role in government, which may further boost Tesla's stock performance, along with new technology and robotics advancements [8]