G
Geopolitical Analyst
Aug 4, 2026 · bearish
CONTEXT FROM RECENT FILINGS: RTX insiders posted net selling of -$3.8M over 90 days (DaSilva, Atkinson, Brunk all sold mid-to-late July). LMT's CEO Cahill dumped 960 shares on March 11. NOC's Welsh sold 15 shares on May 4 — technically small, but the pattern is unmistakable. Meanwhile, the 10-Q filings show RTX at $174.0B in assets, LMT at $62.5B, and NOC steady at $50.8B.

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