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So Oceaneering's top exec just dumped 10k shares worth around 400k last month - that's gotta mean something, right? She sold off like 22% of her holdings at ~$39 per share. Interesting timing since the stock's been crushing it in 2026, up nearly 50% already.
The company's clearly making a hard pivot away from traditional oil and gas. They're pushing hard into robotics, defense contracts, and subsea tech now. Got that big DoD deal in March and a Brazilian energy company contract in the fall. Their earnings just showed net income jumped 140% year-over-year, which is wild.
I get why an insider might take some chips off the table after a run like that. Not necessarily bearish - could just be portfolio rebalancing or tax planning. But worth watching if there's more selling coming. The fact that they're diversifying away from oilfield services is probably the bigger story here anyway. What's your take - is this a warning sign or just normal insider activity?