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This Week's Exclusive Story RKLB, ASTS, TDG: Insiders are Selling These 3 Space StocksSubmitted by Leo Miller. Publication Date: 12/22/2025. 
In Brief - Rocket Lab’s heavy insider selling looks less alarming because nearly all sales came through a prearranged trading plan.
- AST SpaceMobile faces the most concerning signal after American Tower cut its stake by nearly half in discretionary sales.
- TransDigm’s insider selling is sizable but limited to one director, making it only a modest bearish indicator.
Some of the most talked-about space stocks among retail investors have seen recent bouts of insider selling. Below, we'll detail the selling surrounding Rocket Lab (NASDAQ: RKLB) and AST SpaceMobile (NASDAQ: ASTS). Additionally, we'll examine the insider sales of a name that—while not a retail darling—is a stalwart of the aerospace industry, Transdigm (NYSE: TDG). RKLB CEO Sells Roughly $141 Million of Shares First up is Rocket Lab, which has surged by approximately 177% in 2025. The stock has seen significant insider selling in December, largely from the firm's founder and CEO, Peter Beck. In December, Beck's total sales amounted to around $141 million. A tiny government task force just wrapped up 20 years of work.
And buried in their federal filings, I found something remarkable:
American citizens now have a legal birthright claim to something previously inaccessible.
Under U.S. law, you can stake your claim right now. The name and ticker are available here now >>> The company also saw sales from its Lead Independent Director, Merline Saintil. Compared with Beck's transactions, Saintil's sales were small, totaling about $1.7 million. There's another important distinction between the two sellers: all of Beck's sales were executed under predetermined 10b5-1 plans. Because insiders must set the timing of these transactions in advance, 10b5-1 sales generally don't provide a strong near-term bearish signal. By contrast, roughly $1.43 million of Saintil's sales were not made under a predetermined plan. While that introduces a somewhat more cautionary signal, the dollar amount is modest relative to Beck's sales and Rocket Lab's market capitalization. Overall, although the headline dollar figures at Rocket Lab are eye-catching, the dominance of 10b5-1 activity means the insider selling does not necessarily indicate imminent downside for the stock. Big-Name Shareholder Cuts ASTS Position Nearly in Half Despite significant volatility in 2025, AST SpaceMobile's shares have gained substantially— up more than 250% on the year. American Tower (NYSE: AMT), one of the world's largest owners and operators of telecommunications real estate, is a majority shareholder of ASTS. American Tower recently sold just under $160 million worth of ASTS stock, dwarfing prior insider transactions for the company. Those sales were not executed under a predetermined plan, which amplifies their potential bearish implications. American Tower owns both Class A and Class B shares of AST SpaceMobile, with Class B shares convertible into Class A on a one-for-one basis. Before the sale, the company held approximately 2.5 million Class A shares and 2.17 million Class B shares, for a combined effective position of 4.67 million shares. After selling roughly 2.29 million Class A shares, American Tower's effective stake dropped to about 2.38 million shares—a roughly 49% reduction in its ASTS position. Given American Tower's deep expertise in telecommunications infrastructure, the scale and discretionary nature of this sale stand out. It's difficult to ignore the implication that a highly informed strategic investor chose to materially reduce exposure after the stock's dramatic run. TDG Insider Steps Up Sales in December Transdigm is a key supplier in the commercial aerospace chain, providing essential parts to firms like Boeing (NYSE: BA). The company reports an unusually high gross margin of around 60%, reflecting significant pricing power. While TDG has returned only about 8% in 2025, the stock's three-year return is roughly 147%. In December, Transdigm insiders have sold approximately $157 million so far. Notably, about $127 million of that selling was from Robert Small, a member of the firm's board, and those sales were not executed under a 10b5-1 plan. Such large discretionary sales are generally a negative sign. However, outside of CEO Michael Lissman's relatively small $2.6 million sale in November, Small appears to be the only TDG insider making significant discretionary sales recently. Because the activity is concentrated in one individual, it represents only a moderately bearish signal for Transdigm. American Tower's ASTS Sale Is the Biggest Red Flag Looking across these three names, AST SpaceMobile presents the clearest red flag. Rocket Lab's sales are overwhelmingly preplanned, and Transdigm's selling is concentrated in a single board member. In contrast, American Tower's large, discretionary reduction in AST SpaceMobile exposure carries far more informational weight. Given American Tower's stature and industry insight, investors should pay close attention. While insider selling alone should never dictate an investment decision, the scale and nature of this transaction suggest a materially more cautious outlook for AST SpaceMobile going forward.
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