A message from Stansberry Research Dear Reader, Over the past 25 years, I've made it my mission to speak up when something feels off in the markets. A month before the dot-com bubble burst, I published a warning essentially saying: "This can't last." In 2008, I rang the alarm on housing calling the fall of Bear Stearns and Lehman Brothers. I've exposed shady CEOs, market frauds, and financial bubbles before most investors saw the cracks. Eventually, CNBC gave me a nickname I didn't ask for: "The Prophet." But what I see happening right now... it's much bigger. Some are even calling it, "The bubble to burst them all." And that's why I've stepped forward in a way I never have before... to show you exactly what's coming... and how to stay on the right side of it. Because if I'm right again – and I've put together all my proof for you – this may be your final chance to prepare. Click here to see the full details while there's still time. Regards, Whitney Tilson
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More Reading from MarketBeat.com Insiders Are Selling These 3 High-Flying StocksReported by Leo Miller. Originally Published: 1/19/2026. 
In Brief - 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 to be examined in context. Here's a closer look at recent insider activity at MP Materials (NYSE: MP), Oklo (NYSE: OKLO), and Redwire (NYSE: RDW). MP Insiders Dump Nearly $46 Million in Two Months First up is MP Materials, the rare-earth metals producer that surged 224% in 2025. Since early December 2025, the company has seen nearly $46 million in insider selling. That amount is notable — it represents more than 40% of the stock's total insider selling so far in 2025. Much of the selling came from two of the company's most important executives: CEO James H. Litinsky and CFO Ryan Corbett. About $19 million of those sales were executed under predetermined 10b5-1 plans, which limits their near-term bearish implications because such plans are set up well before the sales occur. The remaining roughly $26 million is more concerning. Corbett and Litinsky sold shares between $60 and $63, while MP now trades near $69. On balance, the recent insider selling is a moderately bearish signal. Insider Selling Surges at Oklo as Year Turns Next is aspiring nuclear energy provider Oklo. After climbing more than 100% in 2024, the stock surged 238% in 2025. Since early December 2025, insiders have sold about $136 million worth of shares. Nearly all of those sales came from CEO Jacob Dewitte, with CFO Richard Craig Bealmear accounting for additional notable sales. Despite Dewitte's position, his sales are the least worrying here: they were executed under a 10b5-1 plan. As an owner of more than 10% of Oklo, Dewitte is likely taking liquidity from a long-term holding. Overall, only about $6.3 million of the recent sales were not made under a 10b5-1 plan. Most of the sales occurred at prices between $77 and $88, well below the stock's current price near $95. While the selling is a bearish signal, the context reduces its severity relative to the headline dollar figure. Redwire Insider Sells Heavily After Monstrous 2025 Finally, Redwire. The aerospace company soared in 2025, delivering a total return exceeding 470%. While there was no insider selling in December 2025, sales picked up sharply in January 2026. In the first weeks of the year alone, the company registered $252 million in insider sales. That accounts for more than 72% of the stock's insider selling since the start of 2025. Importantly, none of those sales were made under a predetermined 10b5-1 plan, which makes them more bearish. The seller was AE Red Holdings, a vehicle controlled by AE Industrial Partners, a private equity firm focused on national security, aerospace, and industrial services. AE's large disposals — executed between $10 and $11 — were below the current share price, which trades near $12. That a sizable, high-insight investor is trimming shares is a clear red flag. Still, AE remains a more than 10% owner, which suggests some continued conviction. Insider Selling Is a Signal, Not a Verdict Of the three companies, Redwire's insider activity is the most concerning. MP and Oklo show meaningful selling, but their situations are less alarming once you account for 10b5-1 plans and relative sale prices. Investors should remember that insider trading data are signals—not definitive answers. They are most useful when combined with other fundamental and technical indicators before making investment decisions.
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