Insider Confidence Signals: Mason Morfit and Peers Make Major Moves in BUZZ Holdings

2026-02-06 08:13:52

The VanEck Social Sentiment ETF (BUZZ) is seeing a notable surge in insider confidence, with executive leadership and directors making significant share purchases across portfolio companies. A recent analysis reveals that over 10% of the ETF’s weighted holdings have experienced insider buying activity within the past six months—a compelling indicator of management conviction in these businesses.

Boeing: Directors Show Confidence Through Share Purchases

Boeing Co. (BA), representing 1.14% of BUZZ’s portfolio with $1,343,093 in holdings, ranks as the ETF’s 34th largest position. The aerospace giant has attracted insider attention, with two directors and officers completing purchases through Form 4 filings. In August 2025, director Mortimer J. Buckley acquired 2,200 shares at $226.10 per share, representing a $497,420 investment. More recently in November 2025, Dana S. Deasy, Chief Information and Digital Transformation Officer, purchased 554 shares at $178.88 each for $99,102. These transactions demonstrate continued management belief in Boeing’s recovery trajectory.

Date	Insider	Title	Shares	Price	Value
08/19/2025	Mortimer J. Buckley	Director	2,200	$226.10	$497,420
11/24/2025	Dana S. Deasy	CIDO, SVP IDT&S	554	$178.88	$99,102

Salesforce Leadership Moves: Mason Morfit’s $25 Million Signal

Salesforce Inc (CRM) presents an even more dramatic story, as the 41st largest holding in BUZZ with $868,176 in portfolio exposure. Recent Form 4 filings show multiple insider purchases, including a massive acquisition by notable investor G. Mason Morfit. In September 2025, David Blair Kirk, serving as director, purchased 3,400 shares at $254.66 per share. However, the headline transaction came in December when Mason Morfit, acting as director, made a substantial $25,015,680 investment, acquiring 96,000 shares at $260.58 each—a bold statement of confidence in Salesforce’s strategic direction.

Just days later, David Blair Kirk filed another purchase, buying 1,936 shares at $258.64 per share for $500,722. This clustering of insider activity within a compressed timeframe underscores management’s bullish outlook on the software giant’s prospects.

Date	Insider	Title	Shares	Price	Value
09/10/2025	David Blair Kirk	Director	3,400	$254.66	$865,827
12/05/2025	G. Mason Morfit	Director	96,000	$260.58	$25,015,680
12/17/2025	David Blair Kirk	Director	1,936	$258.64	$500,722

What Insider Buying Signals Mean for ETF Investors

When executives and directors deploy personal capital into their companies’ stock at this scale—particularly Mason Morfit’s nine-figure Salesforce position—it typically reflects deep conviction that shares are undervalued or strategically underestimated by the broader market. These Form 4 filings provide transparent, SEC-verified evidence of insider perspectives, offering BUZZ shareholders additional context for understanding portfolio positioning and management sentiment across holdings.

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