TSLA Tesla, Inc. Insider Trading

Tesla director Kathleen Wilson-Thompson exercises options, then liquidates nearly all shares same day in systematic pattern.

Director Kathleen Wilson-Thompson exercised a large option grant and immediately sold nearly all shares acquired in a single-day multi-tranche liquidation. This is a classic tax-efficient exercise-and-sell pattern—common when directors receive options as compensation and need cash or want to reduce concentration risk. The systematic nature of the sale (17 tranches at progressively higher prices) suggests algorithmic execution rather than reactive decision-making. While the overall transaction volume exceeded routine thresholds, the structure itself—acquiring shares only to sell them same-day—carries no signal of insider confidence in Tesla's direction. The company remains profitable but faces revenue pressure year-over-year, and the stock is trading well below its recent highs, yet this director's behavior reflects compensation liquidity management, not a conviction bet on the business.

Director Kathleen Wilson-Thompson sold 25,809 shares of TSLA for $9,273,888.39 on 2026-03-30 via 10b5-1 plan.

Director Kathleen Wilson-Thompson executed 15 separate sales totaling 25,809 shares for $9,273,888.39 at prices ranging from $352.83 to $366.86, reducing her holdings by 43.3% from 59,669 shares to 33,860 shares. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-11-26, indicating these sales were scheduled and not discretionary decisions made in response to current market conditions. The staggered pricing across multiple tranches reflects the mechanics of a programmatic plan rather than a single point-in-time judgment. Directors retain substantial holdings post-transaction, maintaining meaningful equity alignment with shareholders.

Director Kathleen Wilson-Thompson sold 25,731 shares for $10,692,813.53 under pre-arranged 10b5-1 plan adopted 2025-11-26

Kathleen Wilson-Thompson, a Tesla director, executed 7 separate sales totaling 25,731 shares for $10,692,813.53 on 2026-02-25 at prices ranging from $412.46 to $418.89, with a blended average price of $415.56. This sale reduced her holdings by 56.7%, from 45,400 shares to 19,669 shares post-transaction. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-11-26, meaning the sales were scheduled and not discretionary. As a Rule 10b5-1 plan-directed transaction, this sale is not indicative of contemporaneous insider conviction or concern; rather, it reflects an automated execution of a predetermined schedule established months in advance.

Director James R Murdoch sold 60,000 shares for $26.7M on Jan 2 under scheduled 10b5-1 plan

James R Murdoch, a Tesla director, executed 22 separate sales totaling 60,000 shares for $26,723,781.43 at prices ranging from $435.86 to $457.88 on 2026-01-02. This sale reduces his post-transaction holdings to 577,031 shares, a 9.4% reduction from his pre-transaction 637,031 shares. The transaction was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-05-20, meaning this was a scheduled, non-discretionary execution rather than a discretionary trading decision. The broad price range and multiple tranches reflect the algorithmic execution structure typical of such plans, where timing and pricing are predetermined according to the plan's rules rather than reflecting any particular market view.

Musk Kimbal sold 56,820 shares of Tesla at $450.66 on 2025-12-09 for $25.6M; all 5 prior TSLA sales were well-timed declines.

Musk Kimbal disposed of 56,820 shares (56.8K shares) at $450.66, reducing his holding by 4.0% to 1,376,373 shares. His prior five trades at Tesla were each followed by 90-day declines ranging from -1.8% to -4.6%, with all 5 sales at the 90-day mark proving well-timed; his cross-ticker track record shows a 85.00% well-timed rate on 20 prior sells with an average 90-day return of +4.4%. The stock currently trades at $446.89, approximately -6.9% from the 52-week high of $479.86, though up 12.9% over 90 days. Tesla's fundamentals show annual revenue growth of +1.0% with a P/E of 282.84, warranting attention to whether this sale reflects a reassessment of valuation or near-term outlook.

Tesla Director Murdoch sells 60.0K shares (8.6% of holdings) for $25.4M at $422.68 on 2025-09-15

Director James R Murdoch sold 60,000 shares at $422.68, reducing his Tesla holdings from 697,031 to 637,031 shares. This represents a material disposition of 8.6% of his pre-transaction stake worth $25,360,800. The sale occurred at prices within recent ranges; Tesla currently trades at $425.86, slightly above the sale price but -11.2% from its 52-week high of $479.86. Notably, Murdoch executed another TSLA sale on 2025-08-26, just 20 days prior, suggesting a pattern of sequential dispositions in a compressed timeframe. His cross-ticker sell track record shows an average 90-day return of +22.6% after prior sales, indicating those prior sales have been poorly timed (stock rose after), with 0 of 2 cross-ticker sells well-timed at the 90-day mark. At this specific ticker, his March 2025 sale also showed poor timing (+22.6% 90-day return), and the recent August 26 sale outcome remains unmeasurable. The fundamentals show Tesla trading at a lofty 226.52 P/E against modest +1.0% annual revenue growth and $1.2B quarterly net income on $22.5B revenue.

Musk buys 2,568,732 shares for $999,959,042.37 in 25 transactions on 2025-09-12, blended avg $389.28

Elon Musk, Tesla's CEO, executed 25 separate purchases totaling 2,568,732 shares for $999,959,042.37 on a single day, averaging $389.28 per share across a wide price range ($371.90–$393.70). This concentrated, nine-figure acquisition increased his post-transaction holdings to 413,362,808 shares from 410,794,076 shares. The filing marks a material open-market purchase by the company's top executive during a period when TSLA's stock has recovered substantially (up 24.0% over 30 days and 29.6% over 90 days), though it remains -14.6% from its 52-week high of $479.86. The scale and methodical execution across multiple price points warrants examination of the underlying strategic intent and market context.

SVP Zhu Xiaotong sold 20,000 TSLA shares at $363.76 on 2025-09-11 for $7.3M, reducing holdings by 29.6%.

Zhu Xiaotong, SVP of APAC, conducted a substantial open-market sale of 20,000 shares at $363.76, reducing his position from 67,599 to 47,599 shares and generating $7,275,100.00 in proceeds. His cross-ticker track record shows 1 prior sell with an average 90-day return of +7.4%, indicating the stock rose after his previous sale—a poorly-timed outcome for the seller. At TSLA specifically, his single prior sale on 2025-06-12 was also poorly-timed (90d return +7.4%), with a 0.00% well-timed rate on this ticker. Tesla's current price of $395.94 is 16.7% higher than the sale price over 30 days, extending the pattern of post-sale appreciation.

Director James R Murdoch sells 120.0K TSLA shares at $350.29 for $42.0M, reducing stake by 14.7%

Director James R Murdoch sold 120,000 shares of Tesla on 2025-08-26 at $350.29, realizing $42,034,320.00, and retained 697,031 shares post-transaction. This represents a 14.7% reduction in his stated holdings. Across his open-market history on all tickers, Murdoch's prior sells averaged +13.0% return over 30 days and +22.6% over 90 days, with a 90-day well-timed rate of 0.00%—meaning his prior sell was followed by gains, not declines. His single prior sale at Tesla on 2025-03-10 showed identical 30-day and 90-day returns (+13.0% and +22.6% respectively), indicating the stock rose after that earlier sale. The current price of $345.98 is 27.9% below the 52-week high of $479.86, and the stock has moved +7.7% in the last 30 days but is essentially flat (-0.1%) over 90 days. Tesla's valuation remains elevated at a P/E of 184.03, with modest 1.0% annual revenue growth despite a $1.2B net income on $22.5B quarterly revenue. The timing pattern here lacks the benefit of recent downward momentum and mirrors his prior Tesla sales' pattern of subsequent stock gains rather than declines.

SVP Zhu Xiaotong sells 15,000 Tesla shares at $323.81 for $4.9M; retains 67,599 shares post-sale

Zhu Xiaotong, Senior Vice President of APAC, sold 15,000 shares at $323.81 on 2025-06-12, representing an 18.2% reduction in stated holdings. The sale occurs while the stock trades 31.4% below its 52-week high of $479.86 and has declined 6.0% over the prior 30 days, though it has appreciated 46.1% over 90 days. The executive retains material ownership of 67,599 shares post-transaction. Against the company's challenging fundamentals—annual revenue growth of only 1.0% and a notably elevated P/E of 166.23—the sale warrants attention to whether it reflects liquidity management or broader capital allocation signals by senior APAC leadership.