Insiders Cash Out at MP, Oklo and Redwire

Insider selling has accelerated across three high‑volatility names in rare earths, nuclear and aerospace, raising caution for investors.

MP Materials: Since December 2025 insiders have sold roughly $46 million of stock after a 224% 2025 rally. CEO James Litinsky and CFO Ryan Corbett accounted for the bulk of sales; about $19 million occurred under prearranged 10b5‑1 plans, while roughly $26 million was open market selling at $60–$63, versus a current price near $69.

Oklo: The aspiring nuclear developer saw about $136 million in insider sales since December, driven largely by CEO Jacob Dewitte and some by CFO Richard Bealmear. Most sales were executed under 10b5‑1 plans (Dewitte is a >10% owner), leaving only $6.3 million of unscheduled sales. Transactions took place at $77–$88, below today’s ~$95 level.

Redwire: The most concerning case is Redwire, which experienced roughly $252 million of insider sales in early January 2026-over 72% of its 2025–26 insider selling-and none under 10b5‑1 plans. AE Red Holdings sold at $10–$11 while retaining >10% ownership; the stock trades near $12 after a 470% 2025 surge.

Interpretation: Redwire’s sales are the strongest bearish signal; MP and Oklo warrant caution but require broader context and additional indicators.