Overview
Regulatory filings made public for activity occurring between July 9 and July 13, 2026, reveal several material insider transactions across a range of sectors, from consumer products to enterprise technology and life sciences. The disclosures include concentrated purchases at Energizer Holdings, Inc. and a very large sale tied to SharkNinja, Inc., as well as significant insider transactions at Gloo Holdings, IPERIONX Ltd, Caris Life Sciences, Arista Networks, Dell Technologies, and Perimeter Solutions. The filings list precise share counts, price ranges, weighted-average prices, and resultant ownership stakes where reported. The filings also reference InvestingPro valuation commentary for several names.
Top buys
Energizer Holdings, Inc. (NASDAQ:ENR)
A consortium of reporting owners - Aqua Capital, Ltd., Durango Capital, Ltd., Fundacion Omerinta, Brinza International Corp, Fundacion Barniz, and Alfredo Jose Diez Ramirez - disclosed coordinated purchases totaling 60,000 shares of Energizer common stock, with an aggregate consideration of $1,233,570. The purchases were executed on July 9 and July 10, 2026, at transaction prices spanning $20.20 to $20.75 per share.
On July 9, the group acquired 20,000 shares at a weighted average price of $20.3435 per share, with individual trades reported at prices between $20.20 and $20.49. On July 10, an additional 40,000 shares were purchased at a weighted average price of $20.6675 per share, with per-trade prices ranging from $20.59 to $20.75. Following these acquisitions, the combined direct ownership of the reporting parties in Energizer common stock totaled 7,480,000 shares.
The filings note InvestingPro data indicating that Energizer management has been conducting aggressive share buybacks. InvestingPro valuation metrics cited in the filings show a stock trading at a price/earnings ratio of 7.23 and offering a dividend yield of 5.86%. InvestingPro’s Fair Value analysis, also referenced in the filings, suggests upside relative to current market pricing for the company, which the filings identify as having a market capitalization of approximately $1.4 billion.
Gloo Holdings, Inc. (NASDAQ:GLOO)
Grace & Mercy Foundation, Inc., described in filings as a significant shareholder and a 10% owner of Gloo Holdings, increased its position through an underwritten public offering. On July 9, 2026, the foundation purchased 923,076 shares of Gloo Holdings Class A Common Stock at $3.25 per share, for a total of $2,999,997. The foundation’s purchase was made pursuant to a firm commitment in which it agreed to buy shares at the public offering price. The offering closed on July 10, 2026, according to the disclosure.
IPERIONX Ltd (NASDAQ:IPX)
Two senior executives of IPERIONX disclosed purchases of ordinary shares. Chief Executive Officer Anastasios Arima acquired 138,720 ordinary shares on July 10, 2026, for approximately A$497,227, with an average price reported at A$3.5844 per share. The filing notes that IPX shares trade at $25.03 and had declined nearly 12% over the past week and 46% over six months. The filings also reference InvestingPro analysis indicating the stock appears overvalued relative to its Fair Value estimate, and that additional ProTips are available to subscribers.
Executive Chairman Todd Hannigan reported two purchases totaling 525,000 ordinary shares across transactions on July 10 and July 13, 2026, with combined proceeds of A$1,881,165. On July 10, Mr. Hannigan bought 225,000 ordinary shares at an average price of A$3.5786 per share, increasing his direct holdings to 26,333,334 shares. On July 13, he added 300,000 ordinary shares at an average price of A$3.5866 per share, bringing his direct holdings to 26,633,334 ordinary shares. After the reported transactions, Mr. Arima directly held 12,455,502 IPX Ordinary Shares. The filings state that IPX shares have fallen roughly 46% over the past six months and trade about 59% below their 52-week high of $61.45. The disclosures also note that analysts maintain a Strong Buy consensus with price targets implying significant upside, as cited in the filings.
Caris Life Sciences, Inc. (NASDAQ:CAI)
Director Jon Halbert purchased 68,000 shares of Caris Life Sciences common stock on May 15, 2026, for a total of $990,080. The filing specifies a weighted average purchase price of $14.56 per share, with transaction prices ranging from $14.49 to $14.60. The stock is reported in the filings as trading at $16.99, which places the current market price above Mr. Halbert’s acquisition cost.
InvestingPro analysis cited in the disclosure identifies Caris Life Sciences as appearing undervalued, with a Fair Value of $18.59, and places the company on a Most Undervalued list. The company is assigned a "GREAT" financial health score of 3.08 out of 5 in the InvestingPro data referenced in the filings. The purchase was executed indirectly through LAH Investments, Ltd. Following the transaction, LAH Investments, Ltd. holds 704,598 shares, inclusive of an aggregate of 11,598 shares received in pro rata distributions. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, per the filing.
Top sells
Arista Networks, Inc. (NASDAQ:ANET)
Arista Networks CEO and Chairperson Jayshree Ullal sold 242,422 shares of common stock on July 9, 2026. The transactions produced total proceeds of $45,616,220, representing sales at prices between $187.00 and $189.26 per share. The filings note that the sales occurred as the stock was trading near its 52-week high of $189.82 and after a 67% gain over the past year, as reported in the InvestingPro data cited in the disclosure.
The sales were executed through various trusts for which Ms. Ullal serves as trustee or co-trustee and were part of Rule 10b5-1 trading plans adopted on November 14, 2025, according to the filing. The shares were sold from trusts that benefit Ms. Ullal’s children and a family trust. While Ms. Ullal retains voting and investment control over the shares in the trusts, she disclaims beneficial ownership of the shares held in trust for her children, nephew, and niece, per the disclosure language.
Dell Technologies Inc. (NASDAQ:DELL)
Private equity firm Silver Lake Group, L.L.C., together with director Egon Durban and affiliated vehicles, disposed of significant holdings in Dell Technologies Class C Common Stock on July 9, 2026. In one group of transactions, reporting entities including SL SPV-2, L.P., SLTA SPV-2, L.P., and SLTA SPV-2 (GP), L.L.C. sold a total of 59,892 shares of Class C Common Stock for approximately $26.98 million. The sales occurred at weighted-average prices ranging from $448.17 to $460.02 per share. The filing indicates these sales followed the conversion of an equal number of Class B Common Stock shares into Class C Common Stock on the same day.
In a separate transaction on July 9, 2026, Silver Lake Partners IV, L.P., an investment fund affiliated with Silver Lake Group, L.L.C., sold 64,706 shares of Dell Class C Common Stock at prices ranging from $448.17 to $460.02 per share, generating approximately $31.1 million in proceeds. The filings note that Dell stock has gained markedly - cited InvestingPro data show a 242% return over the past year, and a 260% rise over the past six months - and that the stock currently trades at $427.11, near its 52-week high of $469.47. The filings reference InvestingPro analysis indicating the stock appears overvalued relative to its Fair Value at current levels.
Perimeter Solutions, Inc. (NASDAQ:PRM)
WindAcre Partnership Master Fund, LP, identified in the filings as a significant shareholder, sold 5,756,979 ordinary shares of Perimeter Solutions between June 26 and June 30, 2026, for total proceeds of approximately $195.6 million. The sales were executed at prices ranging from $33.00 to $36.25 per share. The filings note that Perimeter Solutions stock has risen 112% over the past year and trades at $32.89. InvestingPro commentary cited in the filings indicates the stock appears overvalued at current levels and trades at a Price/Book multiple of 4.45x.
SharkNinja, Inc. (NASDAQ:SN)
The largest single insider sale disclosed in these filings involved 2,668,200 ordinary shares sold on July 10, 2026, by an entity associated with director and ten percent owner Wang Xuning. The shares were sold by JS&W Group Holdings Limited Partnership at $150.36 per share, for gross proceeds of about $401,190,552, according to the filing. The filing describes JS&W Group Holdings Limited Partnership as a ten percent owner of SharkNinja and states that Mr. Wang is deemed to beneficially own the shares due to his role as settlor of a trust that indirectly controls the general partner and holds a controlling interest in the limited partner of JS&W Group Holdings Limited Partnership. The disclosure also states that Mr. Wang disclaims beneficial ownership of the securities except to the extent of his pecuniary interest.
The filings note SharkNinja stock was trading near its 52-week high of $154.03 at the time of the sale and that shares are up 36% year-to-date. InvestingPro analysis cited in the disclosure indicates the stock appears overvalued relative to its Fair Value.
What the filings collectively show
The collection of filings offers granular transaction detail: numbers of shares, weighted-average prices, per-trade price ranges, filing dates, and post-transaction beneficial holdings where reported. Several filings reference InvestingPro valuation and analytical commentary to place the insider activity in context, including notes that some names appear undervalued per InvestingPro Fair Value estimates while others appear overvalued.
Buy-side activity in these disclosures ranges from strategic participation in underwritten offerings to direct open-market purchases by executives and company insiders. Sell-side activity includes disposals executed under pre-arranged 10b5-1 plans, sales from trusts, and divestitures by investment funds following share conversions or in the wake of strong run-ups in market value.
Investor takeaway and limitations of the record
Regulatory insider filings can provide insights into how company insiders, directors, and major shareholders are altering their exposures. Purchases by insiders are often viewed as signals of confidence in a company's prospects, while sales can reflect a range of motivations including pre-arranged trading plans, diversification, tax planning, or distributions from trusts - explanations that are included in several of the filings reviewed here. The filings themselves do not establish definitive causation for price moves, nor do they explain the full set of personal financial or trust-related reasons that underlie some reported sales.
Readers should note that the filings cited specific InvestingPro commentary in several instances, and those references are included in the disclosures summarized above. The filings present the data that insiders reported; they do not include additional explanation beyond the statutory required disclosures and supplemental detail that the reporting persons chose to provide.
Conclusion
The most significant insider activity disclosed for the period running July 9 through July 13, 2026, includes concentrated buying at Energizer Holdings and a very large single-party sale connected to SharkNinja, along with other substantial trades across software, hardware, life sciences, and specialty chemicals. The filings contain detailed trading records, and several include InvestingPro valuation notes that characterize certain names as overvalued or undervalued relative to their Fair Value estimates.
Where filings indicate substantial simultaneous action by multiple reporting owners or significant disposals by large stakeholders, investors may wish to factor that context into broader due diligence. That said, the filings do not, and cannot, speak to every personal or structural reason behind each transaction.
Key points
- Significant insider buying was recorded at Energizer Holdings, with a group of reporting owners purchasing 60,000 shares across July 9-10, 2026, and the group’s direct holdings rising to 7,480,000 shares.
- Large-scale selling included a 2,668,200-share disposition tied to SharkNinja linked interests on July 10, 2026, and multi-million-dollar sales by Arista Networks’ CEO and Silver Lake-affiliated entities at Dell Technologies.
- Transactions spanned consumer products, enterprise technology, life sciences, and specialty chemicals sectors; filings included InvestingPro valuation commentary labeling several names as either overvalued or undervalued relative to Fair Value estimates.
Risks and uncertainties
- Filings do not disclose all personal or structural motivations for insider sales, so sales may not reflect diminished prospects for the underlying businesses - this uncertainty affects interpretation in sectors such as consumer goods and technology where sales were sizable.
- Valuation judgments cited from InvestingPro in the filings suggest divergence between market prices and Fair Value estimates for several companies; such divergence introduces risk for investors relying on those assessments in their decisions.
- Concentrated transactions by large holders or trusts can exert short-term market pressure on share prices, particularly in companies with substantial single-party sales disclosed here, which is a market-structure risk noted across the filings.
Tags
- Insider
- Stocks
- Transactions
- Valuation
- Markets