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Additional Reading from MarketBeat Insiders Are Selling These 3 High-Flying StocksAuthored by Leo Miller. Originally Published: 1/19/2026. 
What You Need to Know - MP Materials and Oklo have seen sizable insider selling, but a meaningful portion occurred under 10b5-1 plans, which reduces the near-term bearish read.
- Non-10b5-1 selling at MP Materials and Oklo occurred below current prices, creating a moderately bearish signaldespite strong prior-year gains.
- Redwire’s January 2026 insider selling stands out most because it is large, concentrated, and not tied to 10b5-1 plans.
Some of the market's most volatile stocks have seen significant insider selling recently. This includes notable names across rare earth metals, nuclear energy, and aerospace. While insider selling is often viewed as a bearish signal, each trade should be examined in context. Let's look at MP Materials (NYSE: MP), Oklo (NYSE: OKLO), and Redwire (NYSE: RDW) and assess their recent insider activity. MP Insiders Drop +$40 Million Worth of Shares in 2 Months First up is MP Materials, the rare-earth metals heavyweight that soared 224% in 2025. Since early December 2025, the company has recorded nearly $46 million worth of insider selling. Jerome Powell says gold is not money. The Fed says inflation is under control and the dollar is strong. But look at what they do. Central banks bought more gold last year than any time since 1967. China dumped $100 billion in U.S. debt, then bought gold. Poland, Hungary, Singapore, and Turkey are all loading up. In 2022, the U.S. froze Russia's money and showed the world that assets can be seized. Now major nations want out. There's only one asset no one can freeze: gold. Get the name and ticker of one stock positioned for this shift. This selling is notable, accounting for more than 40% of the stock's total insider selling since the start of 2025. It also came from two of the company's top executives, CEO James H. Litinsky and CFO Ryan Corbett. About $19 million of those sales occurred under predetermined 10b5-1 plans, which limits their near-term bearish implications because such sales must be arranged well in advance. The remaining roughly $26 million in sales is more concerning. Corbett and Litinsky executed those sales between $60 and $63 per share. With MP Materials now trading near $69 per share, the recent insider selling is a moderately bearish signal. Insider Selling Soars at OKLO as the Year Turns Next is aspiring nuclear energy provider Oklo. After jumping more than 100% in 2024, the stock surged 238% in 2025. Since early December 2025, Oklo has seen a staggering $136 million worth of insider selling. Nearly all of these sales came from the company's CEO, Jacob Dewitte, with CFO Richard Craig Bealmear contributing some sales as well. Despite Dewitte's role, his sales are the least concerning of the group because they were executed under a 10b5-1 plan. Since Dewitte owns more than 10% of Oklo, he may simply be seeking liquidity from his long-term stake. Overall, only about $6.3 million of these recent sales were not covered by 10b5-1 plans. Most of the sales occurred between $77 and $88 per share, well below the stock's current price of about $95. While these sales are a bearish signal for Oklo, the context reduces their severity compared with the headline number. RDW Insider Cashes in After Monstrous 2025 Last is Redwire. The aerospace company exploded in 2025, delivering a total return exceeding 470%. While Redwire saw no insider selling in December 2025, sales spiked sharply in January 2026. In the first several weeks of the year, the company recorded $252 million worth of sales. Those sales represent more than 72% of the stock's total insider selling since the beginning of 2025. Importantly, none of these transactions were executed under 10b5-1 plans, which increases their bearish implications. The seller was AE Red Holdings, a holding company operated by AE Industrial Partners, a private equity firm that focuses on national security, aerospace, and industrial services investments. Seeing a large, presumably well-informed investor sell Redwire shares is a concerning signal. AE executed these sales between $10 and $11 per share, below the stock's current price near $12. Still, AE remains a more than 10% owner in Redwire, which suggests some ongoing conviction. Redwire's Red Flag: Insider Selling The Redwire sales are the most worrisome among these three. While MP and Oklo are showing meaningful bearish signals, those on their own do not necessarily warrant immediate alarm. Investors should remember that insider-trading data are signals, not definitive answers. They are most useful when combined with other indicators and fundamental analysis.
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