Insider Selling Hits MP Materials, Oklo, and Redwire

Several high-volatility names across rare earths, nuclear energy and aerospace have seen meaningful insider selling in recent weeks.

MP Materials: Insiders have sold roughly $46 million since December 2025, more than 40% of the company’s insider sales for the year. The CEO and CFO account for the bulk of activity; about $19 million occurred under prearranged 10b5-1 plans, while the remaining $26 million was sold at $60–$63 per share. With the stock trading near $69, this pattern reads as a moderately bearish signal.

Oklo: The aspiring nuclear firm recorded about $136 million of insider sales since early December, largely by CEO Jacob Dewitte. Almost all sales were executed via 10b5-1 plans and Dewitte holds over 10% of the company, suggesting liquidity needs rather than an immediate vote of no confidence. Only $6.3 million was outside a plan; sales clustered between $77 and $88 versus a current price near $95.

Redwire: The most striking activity came in January 2026, with approximately $252 million in sales—over 72% of 2025’s insider selling—and none under 10b5-1 plans. AE Red Holdings (AE Industrial Partners) sold at $10–$11 while still remaining a >10% holder; this is the clearest bearish signal in the group.

Insider transactions are useful signals but should be evaluated alongside fundamentals and market context.