Elizabeth H. Volk
2 min read
In This Article:
Recent insider selling activity at Nvidia (NVDA) has reached unprecedented levels, with executives and board members collectively selling over $1 billion worth of company stock in the past 12 months - and more than half of these sales occurring in June 2025 as the stock hit new all-time highs. CEO Jensen Huang initiated his first stock sales since September 2024 under a pre-arranged 10b5-1 trading plan established in March, which could result in sales of up to 6 million shares worth approximately $900 million by year-end.
Other major sellers include board member Mark Stevens, who disclosed plans to sell up to 4 million shares valued at roughly $550 million, while Executive Vice President Jay Puri sold approximately $25 million in stock. Board members Tench Coxe and Brooke Seawell collectively sold about $191 million this month, contributing to the substantial wave of insider selling.
-
Holiday Trading, Trade Negotiations and Other Key Things to Watch this Week
-
Alphabet's Strong Free Cash Flow Makes GOOG Stock a Value Buy
Despite these significant transactions, the insider sales represent only a small fraction of Nvidia's massive $3.8 trillion market capitalization, which has nearly quadrupled over the past two years, driven by surging artificial intelligence (AI) demand. The semiconductor company's stock has demonstrated remarkable resilience, rising 17.5% year-to-date in 2025 and positioning itself as the frontrunner to become the world's first $4 trillion company.
The timing of the recent insider stock sales coincides with Nvidia's continued dominance in the AI chip market, where it maintains an estimated 95% market share. The company's upcoming Blackwell chip rollout is expected to hit full speed in July and build momentum through August and September, potentially driving higher revenue and stronger guidance.
While the volume of insider selling could raise some concerns, the trades were executed through pre-arranged trading plans, which establish sale parameters in advance. In that context, the substantial insider sales on NVDA appear to be primarily driven by the stock's dramatic appreciation rather than any apparent concerns about the company's business prospects, as corporate and government spending on AI infrastructure continues to surge.
