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Special Report Insiders Are Selling These 3 High-Flying StocksSubmitted by Leo Miller. First Published: 1/19/2026. 
Key Points - 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. That includes notable names across rare earth metals, nuclear energy, and aerospace. While insider selling is often viewed as a bearish signal, each trade needs context to determine its true meaning. Let's look at recent insider activity at MP Materials (NYSE: MP), Oklo (NYSE: OKLO), and Redwire (NYSE: RDW). MP Insiders Drop More Than $40 Million in Shares Over Two Months First up is MP Materials, the rare-earth metals producer that rose 224% in 2025. Since early December 2025, the company has recorded nearly $46 million in insider selling. That amount represents more than 40% of MP's total insider selling so far in 2025 and comes from two of the company's most senior executives: CEO James H. Litinsky and CFO Ryan Corbett. About $19 million of the sales occurred under predetermined 10b5-1 plans, which lessens their near-term bearish implications because those plans are typically set up well in advance. The remaining roughly $26 million is more concerning: Corbett and Litinsky sold shares between $60 and $63, while MP now trades Insider Selling Spikes at OKLO as the Year Turns Next is aspiring nuclear energy provider Oklo. After rising more than 100% in 2024, the stock jumped another 238% in 2025. Since early December 2025, insiders have sold roughly $136 million worth of shares. Almost all of those sales came from CEO Jacob Dewitte, with CFO Richard Craig Bealmear accounting for some additional sales. Despite Dewitte's role, his sales are the least worrisome here: they were executed under a 10b5-1 plan. Since Dewitte owns more than 10% of Oklo, these trades likely reflect a desire for liquidity rather than a loss of faith in the company. Overall, only about $6.3 million of the recent sales were not part of a 10b5-1 plan. Importantly, insiders sold between $77 and $88 per share — well below the current price of about $95. That reduces, though does not eliminate, the bearish signal from the headline numbers. RDW Insider Cashes In After a Monstrous 2025 Finally, Redwire — the aerospace firm that delivered a total return north of 470% in 2025 — has seen substantial selling in January 2026 after no insider activity in December. The company recorded about $252 million in sales in the first weeks of the year. Those sales account for more than 72% of Redwire's insider selling since the start of 2025, and none were executed under a predetermined 10b5-1 plan, which gives them greater bearish weight. The seller was AE Red Holdings, a vehicle managed by AE Industrial Partners, a private equity firm focused on national security, aerospace, and industrial services. AE sold shares between $10 and $11, which is below the stock's current price near $12. Still, AE remains a more than 10% owner in Redwire, which suggests some continuing conviction. Redwire's Red Flag: Insider Selling Among these three, Redwire's insider selling is the most concerning: large, recent, and not sheltered by 10b5-1 plans. MP and Oklo also show meaningful bearish signals, but those are less clear-cut once you account for plan-driven sales and the prices at which insiders sold. Investors should remember that insider-trading data are signals, not final judgments. They are most useful when combined with other indicators — company fundamentals, industry trends, and valuation — before making investment decisions.
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