Insider Transactions
Form 4 buys & sells for tracked tickers, same-day tranches collapsed, newest first, each with a conviction & rarity score (hover a score for how it's built; click Score to rank by it) · buyouts & sponsor stakes flagged Control / M&A, after each day's scored trades and below them when ranked by score · year to date · showing 6,601–6,900 of 6,932 events matching · excludes filings pending amendment review
More filters · 1 active
Since: for sales a falling price is shown green (good timing for the seller); sorting uses the raw % change for both.
Discretionary buys & sales (codes P/S). Grants, exercises and withholdings:
show all transaction types (slower).
| Score | Ticker | Insider | Role | Transaction | Shares | Price | Value | Sincevs SPY | Date ▼ | 10b5-1 |
|---|---|---|---|---|---|---|---|---|---|---|
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NOVT |
Glastra Matthijs
Common Stock
|
DirectorChief Executive Officer | S Sale | 7,500 | $140.00 | $1.05M |
Since sale
$135.59 — -3.2% ▼
vs SPY +11.3%
272 days held · as of Oct 20
|
2026-01-21 | Scheduled plan adopted 2025-09-11 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TKO |
KRAUSS SETH D
Class A Common Stock
|
See Remarks | S Sale 13 lines combined | 14,016 | $201.22 wtd avg | $2.82M |
Since sale
$179.64 — -10.7% ▼
vs SPY +11.3%
272 days held · as of Oct 20
|
2026-01-21 | Scheduled plan adopted 2025-09-16 |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PEGA |
TREFLER ALAN
Common stock
|
DirectorC.E.O. & Chairman10% owner | S Sale 5 lines combined | 45,000 | $49.02 wtd avg | $2.21M |
Since sale
$36.23 — -26.1% ▼
vs SPY +11.3%
272 days held · as of Oct 20
|
2026-01-21 | Scheduled plan date not disclosed |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($29M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
UA |
WATSA V PREM ET AL +1 more
Class C Common Shares
|
10% owner | P Purchase | 5,000,000 | $5.89 wtd avg | $29.5M |
Since buy
$4.76 — -19.2% ▼
vs SPY +11.3%
272 days held · as of Oct 20
|
2026-01-21 | Unscheduled |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($22M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 320,000 | $67.48 wtd avg | $21.6M |
Since buy
$74.08 — +9.8% ▲
vs SPY +11.3%
271 days held · as of Oct 19
|
2026-01-21 | Scheduled plan date not disclosed |
|
96
Open-market purchase+25
Unscheduled+15
Purchase $10.6M (p90–p95)+20
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction96
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
GME |
Cohen Ryan
Class A Common Stock, $0.001 par value per share
|
DirectorPresident, CEO and Chairman | P Purchase | 500,000 | $21.12 wtd avg | $10.6M |
Since buy
$26.47 — +25.3% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
62
Open-market purchase+25
Unscheduled+15
Purchase $9.9M (p90–p95)+20
10% owner+2
Elevated62
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
UA |
WATSA V PREM ET AL +1 more
Class C Common Shares
|
10% owner | P Purchase | 1,769,581 | $5.62 wtd avg | $9.94M |
Since buy
$4.76 — -15.3% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
24
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
5 insiders selling within 30d+4
Routine24
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NTRA |
Chapman Steven Leonard
Common Stock
|
CEO AND PRESIDENT | S Sale | 71,932 | $234.74 | $16.9M |
Since sale
$405.92 — +72.9% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan date not disclosed |
|
17
Unscheduled sale+5
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MS |
YESHAYA SHARON
Common Stock
|
Chief Financial Officer | S Sale | 15,838 | $185.77 wtd avg | $2.94M |
Since sale
$180.26 — -3.0% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AEO |
SCHOTTENSTEIN JAY L
Common Stock, without par value
|
DirectorExec Chairman & CEO | S Sale | 500,000 | $25.27 wtd avg | $12.6M |
Since sale
$17.81 — -29.5% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
COR |
Mauch Robert P.
Common Stock
|
DirectorPresident & CEO | S Sale | 5,096 | $354.73 | $1.81M |
Since sale
$343.51 — -3.2% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
6 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MS |
CRAWLEY MANDELL
Common Stock
|
Chief Client Officer | S Sale 5 lines combined | 7,860 | $183.45 wtd avg | $1.44M |
Since sale
$180.26 — -1.7% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
6 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MS |
GROSSMAN ERIC F
Common Stock
|
Chief Legal/Admin Officer | S Sale | 21,555 | $184.00 wtd avg | $3.97M |
Since sale
$180.26 — -2.0% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
6 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MS |
Pizzi Michael A.
Common Stock
|
Head Technology & Operations | S Sale | 20,000 | $184.55 | $3.69M |
Since sale
$180.26 — -2.3% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
6 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MS |
SAPERSTEIN ANDREW M
Common Stock
|
Co-President | S Sale 6 lines combined | 30,330 | $183.62 wtd avg | $5.57M |
Since sale
$180.26 — -1.8% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
6 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MS |
SMITH CHARLES A
Common Stock
|
Chief Risk Officer | S Sale | 8,500 | $182.08 wtd avg | $1.55M |
Since sale
$180.26 — -1.0% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
12
CEO/CFO sale+8
5 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
INSM |
Lewis William
Common Stock
|
DirectorChair and CEO | S Sale 5 lines combined | 10,699 | $158.93 wtd avg | $1.70M |
Since sale
$95.67 — -39.8% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-09-04 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
SEIFERT THOMAS J
Class A Common Stock
|
Chief Financial Officer | S Sale 7 lines combined | 10,000 | $178.37 wtd avg | $1.78M |
Since sale
$291.69 — +63.5% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2024-11-26 |
|
12
CEO/CFO sale+8
5 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NTRA |
Brophy Michael Burkes
Common Stock
|
CHIEF FINANCIAL OFFICER | S Sale | 23,948 | $234.74 | $5.62M |
Since sale
$405.92 — +72.9% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan date not disclosed |
|
12
Sale in top 5% of insider-sale size+12
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SNOW |
Slootman Frank
Common Stock
|
Director | S Sale 5 lines combined | 200,000 | $206.77 wtd avg | $41.4M |
Since sale
$319.84 — +54.7% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-09-19 |
|
9
Unscheduled sale+5
3 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AGX |
Jeffrey John Ronald Jr.
Common Stock
|
Director | S Sale | 2,700 | $380.60 | $1.03M |
Since sale
$349.64 — -8.1% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
9
Unscheduled sale+5
4 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
IPGP |
IP FIBRE DEVICES LTD
Common Stock
|
10% owner | S Sale 2 lines combined | 21,619 | $79.90 wtd avg | $1.73M |
Since sale
$72.49 — -9.3% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRSP |
Kulkarni Samarth
Common Shares
|
Chief Executive Officer | S Sale 2 lines combined | 30,000 | $51.75 wtd avg | $1.55M |
Since sale
$49.88 — -3.6% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-08-27 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWV |
McBee Brannin
Class A Common Stock
|
Chief Development Officer | S Sale 40 lines combined | 166,670 | $95.29 wtd avg | $15.9M |
Since sale
$62.13 — -34.8% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-09-02 |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DASH |
Adarkar Prabir
Class A Common Stock
|
PRESIDENT AND COO | S Sale 7 lines combined | 15,000 | $204.59 wtd avg | $3.07M |
Since sale
$191.67 — -6.3% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-06-03 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
EQH |
Pearson Mark
Common Stock
|
DirectorPresident and CEO | S Sale 2 lines combined | 39,700 | $46.20 wtd avg | $1.83M |
Since sale
$54.02 — +16.9% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-05-16 |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NTRA |
Fesko John
Common Stock
|
PRESIDENT, CHIEF BUS. OFFICER | S Sale | 17,806 | $234.74 | $4.18M |
Since sale
$405.92 — +72.9% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan date not disclosed |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NTRA |
Moshkevich Solomon
Common Stock
|
PRESIDENT, CLINICALDIAGNOSTICS | S Sale | 23,205 | $234.74 | $5.45M |
Since sale
$405.92 — +72.9% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan date not disclosed |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NTRA |
RABINOWITZ DANIEL
Common Stock
|
SEC. AND CHIEF LEGAL OFFICER | S Sale | 19,234 | $234.74 | $4.51M |
Since sale
$405.92 — +72.9% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan date not disclosed |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RDDT |
Wong Jennifer L.
Class A Common Stock
|
Chief Operating Officer | S Sale 18 lines combined | 39,167 | $225.73 wtd avg | $8.84M |
Since sale
$155.65 — -31.0% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-05-16 |
|
8
Officer sale+4
3 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
UTHR |
BENKOWITZ MICHAEL
Common Stock
|
PRESIDENT AND COO | S Sale 28 lines combined | 22,500 | $464.66 wtd avg | $10.5M |
Since sale
$553.88 — +19.2% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ANET |
Duda Kenneth
Common Stock
|
DirectorPresident and CTO | S Sale 12 lines combined | 56,000 | $128.43 wtd avg | $7.19M |
Since sale
$181.53 — +41.3% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
HUBS |
Halligan Brian
Common Stock
|
Director | S Sale | 8,500 | $303.38 | $2.58M |
Since sale
$250.76 — -17.3% ▼
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2025-03-03 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
IBRX |
Simon Barry J.
Common Stock
|
Director | S Sale 2 lines combined | 151,967 | $7.20 wtd avg | $1.09M |
Since sale
$8.78 — +22.0% ▲
vs SPY +12.6%
273 days held · as of Oct 20
|
2026-01-20 | Scheduled plan adopted 2024-09-04 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($21M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 310,000 | $67.80 wtd avg | $21.0M |
Since buy
$74.08 — +9.3% ▲
vs SPY +12.6%
272 days held · as of Oct 19
|
2026-01-20 | Scheduled plan date not disclosed |
|
29
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine29
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
BLK |
Small Martin
Common Stock
|
CFO & Senior Managing Director | S Sale 4 lines combined | 27,047 | $1,171.14 wtd avg | $31.7M |
Since sale
$1,128.21 — -3.7% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
21
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
7 insiders selling within 30d+4
Routine21
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
GS |
VINIAR DAVID A
Common Stock, par value $0.01 per share
|
Director | S Sale 37 lines combined | 68,186 | $965.31 wtd avg | $65.8M |
Since sale
$884.44 — -8.4% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
7 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JPM |
Erdoes Mary E.
Common Stock
|
CEO Asset & Wealth Management | S Sale | 5,732 | $312.78 | $1.79M |
Since sale
$335.17 — +7.2% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
7 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JPM |
Lake Marianne
Common Stock
|
CEO CCB | S Sale | 3,908 | $312.78 | $1.22M |
Since sale
$335.17 — +7.2% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
7 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JPM |
Petno Douglas B
Common Stock
|
Co-CEO CIB | S Sale | 3,487 | $312.80 | $1.09M |
Since sale
$335.17 — +7.2% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
16
Sale in top 5% of insider-sale size+12
Officer sale+4
Routine16
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
IR |
Reynal Vicente
Common Stock
|
See Remarks | S Sale | 191,000 | $88.12 wtd avg | $16.8M |
Since sale
$78.59 — -10.8% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Scheduled plan adopted 2025-05-22 |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DAL |
Snell Erik Storey
Common Stock
|
EVP & Chief Cust Exper Officer | S Sale | 39,420 | $71.02 wtd avg | $2.80M |
Since sale
$76.66 — +7.9% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
4 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JBL |
MONDELLO MARK T
Common Stock
|
DirectorExecutive Chairman | S Sale 2 lines combined | 17,200 | $250.00 wtd avg | $4.30M |
Since sale
$282.06 — +12.8% ▲
vs SPY +10.3%
276 days held · as of Oct 19
|
2026-01-16 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JPM |
BACON ASHLEY
Common Stock
|
Chief Risk Officer | S Sale | 7,364 | $312.79 | $2.30M |
Since sale
$335.17 — +7.2% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JPM |
Friedman Stacey
Common Stock
|
General Counsel | S Sale | 3,404 | $312.80 | $1.06M |
Since sale
$335.17 — +7.2% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JPM |
Piepszak Jennifer
Common Stock
|
Chief Operating Officer | S Sale | 8,571 | $312.79 | $2.68M |
Since sale
$335.17 — +7.2% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
12
CEO/CFO sale+8
7 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
EQIX |
Fox-Martin Adaire
Common Stock
|
DirectorCEO and President | S Sale 8 lines combined | 2,670 | $804.08 wtd avg | $2.15M |
Since sale
$987.68 — +22.8% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
7 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
EQIX |
TAYLOR KEITH D
Common Stock
|
Chief Financial Officer | S Sale 7 lines combined | 2,051 | $804.17 wtd avg | $1.65M |
Since sale
$987.68 — +22.8% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Scheduled plan date not disclosed |
|
9
Unscheduled sale+5
3 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AGX |
Leimkuhler William F.
Common Stock
|
Director | S Sale | 11,044 | $379.15 | $4.19M |
Since sale
$349.64 — -7.8% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AZO |
Smith Richard Craig
Common Stock
|
Sr. Vice President | S Sale | 3,190 | $3,500.00 | $11.2M |
Since sale
$3,161.36 — -9.7% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
9
Unscheduled sale+5
4 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
IPGP |
IP FIBRE DEVICES LTD
Common Stock
|
10% owner | S Sale 2 lines combined | 29,167 | $79.87 wtd avg | $2.33M |
Since sale
$72.49 — -9.2% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
8
Officer sale+4
7 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
EQIX |
MORANDI BRANDI GALVIN
Common Stock
|
Chief People Officer | S Sale 7 lines combined | 1,333 | $804.25 wtd avg | $1.07M |
Since sale
$987.68 — +22.8% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Scheduled plan date not disclosed |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NFLX |
HYMAN DAVID A
Common Stock
|
Chief Legal Officer | S Sale | 23,439 | $88.11 wtd avg | $2.07M |
Since sale
$68.69 — -22.0% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Scheduled plan adopted 2025-08-05 |
|
4
7 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
EQIX |
Meyers Charles J
Common Stock
|
DirectorExecutive Chairman | S Sale 8 lines combined | 2,094 | $804.14 wtd avg | $1.68M |
Since sale
$987.68 — +22.8% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
STRL |
Wilson Dwayne Andree
Common Stock
|
Director | S Sale | 2,860 | $350.00 | $1.00M |
Since sale
$411.95 — +17.7% ▲
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Scheduled plan adopted 2025-09-24 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($20M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 300,000 | $68.18 wtd avg | $20.5M |
Since buy
$74.08 — +8.7% ▲
vs SPY +10.3%
276 days held · as of Oct 19
|
2026-01-16 | Scheduled plan date not disclosed |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($10M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
UA |
WATSA V PREM ET AL +1 more
Class C Common Shares
|
10% owner | P Purchase | 1,837,686 | $5.60 wtd avg | $10.3M |
Since buy
$4.76 — -14.9% ▼
vs SPY +10.3%
277 days held · as of Oct 20
|
2026-01-16 | Unscheduled |
|
54
Open-market purchase+25
Unscheduled+15
Purchase $1.9M (p75–p90)+12
10% owner+2
Some signal54
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PAR |
Voss Capital, LP +4 more
Common Stock, $0.02 par value
|
10% owner | P Purchase | 50,068 | $38.93 wtd avg | $1.95M |
Since buy
$17.75 — -54.4% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AMLX |
Cohen Joshua B
Common Stock
|
Co-Chief Executive Officer | S Sale | 136,193 | $13.59 wtd avg | $1.85M |
Since sale
$28.77 — +111.7% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AMLX |
Klee Justin B.
Common Stock
|
Co-Chief Executive Officer | S Sale | 136,193 | $13.58 wtd avg | $1.85M |
Since sale
$28.77 — +111.8% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
7 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DAL |
Bastian Edward H
Common Stock
|
DirectorChief Executive Officer | S Sale | 173,230 | $71.00 wtd avg | $12.3M |
Since sale
$76.66 — +8.0% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DRI |
Vennam Rajesh
Common Stock
|
SVP, CFO | S Sale 2 lines combined | 6,774 | $214.12 wtd avg | $1.45M |
Since sale
$217.92 — +1.8% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DAL |
BELLEMARE ALAIN
Common Stock
|
EVP & Pres. - International | S Sale | 36,000 | $69.21 | $2.49M |
Since sale
$76.66 — +10.8% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DAL |
Carter Peter W
Common Stock
|
Chief External Affairs Officer | S Sale | 14,300 | $70.30 | $1.01M |
Since sale
$76.66 — +9.0% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
LPX |
Southern William Bradley
Common Stock
|
Chief Executive Officer | S Sale 3 lines combined | 14,166 | $93.08 wtd avg | $1.32M |
Since sale
$70.69 — -24.1% ▼
vs SPY +10.2%
277 days held · as of Oct 19
|
2026-01-15 | Unscheduled |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
COIN |
HAAS ALESIA J
Class A Common Stock
|
Chief Financial Officer | S Sale 2 lines combined | 8,050 | $250.00 wtd avg | $2.01M |
Since sale
$170.80 — -31.7% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-09-03 |
|
12
CEO/CFO sale+8
5 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
KN |
Niew Jeffrey
Common Stock
|
DirectorPresident & CEO | S Sale 2 lines combined | 50,000 | $24.75 wtd avg | $1.24M |
Since sale
$34.32 — +38.7% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-08-13 |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RDDT |
Huffman Steve Ladd
Class A Common Stock
|
DirectorCEO & President10% owner | S Sale 18 lines combined | 18,000 | $232.78 wtd avg | $4.19M |
Since sale
$155.65 — -33.1% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-05-19 |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TDG |
Reiss Joel
Common Stock
|
Co-Chief Operating Officer | S Sale 18 lines combined | 3,900 | $1,429.92 wtd avg | $5.58M |
Since sale
$1,141.91 — -20.1% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
BKNG |
Fogel Glenn D
Common Stock
|
CEO AND PRESIDENT | S Sale 34 lines combined | 1,013 | $5,182.92 wtd avg | $5.25M |
Since sale
$163.92 — -20.9% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2024-12-09 |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CIEN |
DiPerna Dino
Common Stock
|
SVP Global R&D | S Sale 2 lines combined | 5,054 | $246.23 wtd avg | $1.24M |
Since sale
$341.95 — +38.9% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan date not disclosed |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CIEN |
Phipps Jason
Common Stock
|
SVP Global Sales and Marketing | S Sale | 21,383 | $247.89 wtd avg | $5.30M |
Since sale
$341.95 — +37.9% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan date not disclosed |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CPRT |
Liaw Jeffrey
Common Stock
|
Chief Executive Officer | S Sale 2 lines combined | 25,137 | $40.17 wtd avg | $1.01M |
Since sale
$27.84 — -30.7% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-04-15 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRDO |
Cheng Chi Fung
Ordinary Shares
|
DirectorChief Technology Officer | S Sale 15 lines combined | 30,000 | $155.47 wtd avg | $4.66M |
Since sale
$171.51 — +10.3% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan date not disclosed |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
Zatlyn Michelle
Class A Common Stock
|
DirectorPresident and Board Co-Chair | S Sale 2 lines combined | 25,641 | $190.05 wtd avg | $4.87M |
Since sale
$291.69 — +53.5% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-02-14 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 6 lines combined | 7,665 | $130.81 wtd avg | $1.00M |
Since sale
$221.11 — +69.0% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-02-20 |
|
8
Officer sale+4
3 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
UTHR |
MAHON PAUL A
Common Stock
|
EVP & GENERAL COUNSEL | S Sale 6 lines combined | 8,300 | $469.89 wtd avg | $3.90M |
Since sale
$553.88 — +17.9% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan date not disclosed |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WH |
Ballotti Geoffrey A
Common Stock
|
DirectorPresident and CEO | S Sale 3 lines combined | 55,124 | $79.27 wtd avg | $4.37M |
Since sale
$77.35 — -2.4% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan date not disclosed |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WMT |
Furner John R.
Common
|
Executive Vice President | S Sale | 13,125 | $119.99 | $1.57M |
Since sale
$117.82 — -1.8% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan date not disclosed |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WSM |
ALBER LAURA
Common Stock
|
DirectorPRESIDENT & CEO | S Sale 4 lines combined | 35,000 | $207.39 wtd avg | $7.26M |
Since sale
$254.20 — +22.6% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-10-02 |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
GPCR |
FMR LLC
American Depositary Shares
|
See Remark 1 | S Sale 8 lines combined | 17,452 | $83.30 wtd avg | $1.45M |
Since sale
$22.88 — -72.5% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Unscheduled |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JOE |
BERKOWITZ BRUCE R +1 more
Common Stock
|
10% owner | S Sale | 87,700 | $65.51 | $5.75M |
Since sale
$67.52 — +3.1% ▲
vs SPY +10.2%
277 days held · as of Oct 19
|
2026-01-15 | Unscheduled |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
EQH |
Lane Nick
Common Stock
|
See Remarks | S Sale 3 lines combined | 30,000 | $47.65 wtd avg | $1.43M |
Since sale
$54.02 — +13.4% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-09-18 |
|
4
5 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NFLX |
SMITH BRADFORD L
Common Stock
|
Director | S Sale 3 lines combined | 31,790 | $88.86 wtd avg | $2.82M |
Since sale
$68.69 — -22.7% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-02-10 |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ORCL |
KEHRING DOUGLAS A
Common Stock
|
EVP, Principal Financial Offcr | S Sale | 35,000 | $194.89 | $6.82M |
Since sale
$130.85 — -32.9% ▼
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-10-09 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWD |
Flower Johanna
Class A common stock
|
Director | S Sale 14 lines combined | 3,000 | $461.94 wtd avg | $1.39M |
Since sale
$227.31 — +96.8% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-01-16 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 6 lines combined | 7,665 | $130.81 wtd avg | $1.00M |
Since sale
$221.11 — +69.0% ▲
vs SPY +10.2%
278 days held · as of Oct 20
|
2026-01-15 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($16M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 235,000 | $68.90 wtd avg | $16.2M |
Since buy
$74.08 — +7.5% ▲
vs SPY +10.2%
277 days held · as of Oct 19
|
2026-01-15 | Scheduled plan date not disclosed |
|
67
Open-market purchase+25
Unscheduled+15
Purchase $3.9M (p90–p95)+20
Director+7
Elevated67
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MU |
Liu Teyin M
Common Stock
|
Director | P Purchase 2 lines combined | 11,600 | $337.22 wtd avg | $3.91M |
Since buy
$896.63 — +165.9% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
54
Open-market purchase+25
Unscheduled+15
Purchase $1.6M (p75–p90)+12
10% owner+2
Some signal54
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PAR |
Voss Capital, LP +4 more
Common Stock, $0.02 par value
|
10% owner | P Purchase | 41,034 | $39.10 | $1.60M |
Since buy
$17.75 — -54.6% ▼
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
3 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
COST |
Klauer James C
Common Stock
|
Executive Vice President | S Sale | 1,500 | $939.00 | $1.41M |
Since sale
$993.76 — +5.8% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DAL |
HAUENSTEIN GLEN W
Common Stock
|
President | S Sale | 20,000 | $70.00 | $1.40M |
Since sale
$76.66 — +9.5% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DAL |
Samant Rahul D
Common Stock
|
EVP & Chief Info Officer | S Sale 2 lines combined | 57,003 | $69.57 wtd avg | $3.97M |
Since sale
$76.66 — +10.2% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
7 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DAL |
Sear Steven M
Common Stock
|
EVP - Global Sales & Distrib | S Sale | 31,290 | $69.69 wtd avg | $2.18M |
Since sale
$76.66 — +10.0% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
4 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JBL |
MONDELLO MARK T
Common Stock
|
DirectorExecutive Chairman | S Sale | 4,223 | $240.00 | $1.01M |
Since sale
$282.06 — +17.5% ▲
vs SPY +10.5%
278 days held · as of Oct 19
|
2026-01-14 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
LPX |
Southern William Bradley
Common Stock
|
Chief Executive Officer | S Sale 4 lines combined | 55,346 | $91.66 wtd avg | $5.07M |
Since sale
$70.69 — -22.9% ▼
vs SPY +10.5%
278 days held · as of Oct 19
|
2026-01-14 | Unscheduled |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWV |
Intrator Michael N
Class A Common Stock
|
DirectorCEO and President10% owner | S Sale 14 lines combined | 82,455 | $89.39 wtd avg | $7.37M |
Since sale
$62.13 — -30.5% ▼
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan adopted 2025-05-23 |
|
12
CEO/CFO sale+8
5 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
FIG |
Field Dylan
Class A Common Stock
|
President & CEO | S Sale 6 lines combined | 312,500 | $32.63 wtd avg | $10.2M |
Since sale
$22.71 — -30.4% ▼
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan adopted 2025-08-04 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
VTS |
Gerrity Robert W
Common Stock
|
DirectorChief Executive Officer | S Sale | 90,737 | $20.14 | $1.83M |
Since sale
$18.33 — -9.0% ▼
vs SPY +10.5%
278 days held · as of Oct 19
|
2026-01-14 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ZM |
Yuan Eric S.
Class A Common Stock
|
DirectorChief Executive Officer | S Sale 2 lines combined | 12,100 | $83.46 wtd avg | $1.01M |
Since sale
$97.46 — +16.8% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan adopted 2025-06-20 |
|
9
Unscheduled sale+5
4 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
IPGP |
Valentin Gapontsev Trust I
Common Stock
|
10% owner | S Sale 3 lines combined | 17,526 | $77.57 wtd avg | $1.36M |
Since sale
$72.49 — -6.6% ▼
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
Zatlyn Michelle
Class A Common Stock
|
DirectorPresident and Board Co-Chair | S Sale 3 lines combined | 25,641 | $187.67 wtd avg | $4.81M |
Since sale
$291.69 — +55.4% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan adopted 2025-02-14 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 6 lines combined | 7,665 | $133.66 wtd avg | $1.02M |
Since sale
$221.11 — +65.4% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan adopted 2025-02-20 |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WMT |
Morris Donna
Common
|
Executive Vice President | S Sale | 9,384 | $120.19 | $1.13M |
Since sale
$117.82 — -2.0% ▼
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan date not disclosed |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PBF |
Control Empresarial de Capitales S.A. de C.V.
Class A Common Shares (as defined in Exhibit 99.1 hereto)
|
Add'l Rep. Persons-see Ex.99-1 | S Sale | 260,000 | $33.17 wtd avg | $8.62M |
Since sale
$83.00 — +150.2% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TDG |
Stein Kevin M
Common Stock
|
Director | S Sale 3 lines combined | 7,627 | $1,406.38 wtd avg | $10.7M |
Since sale
$1,141.91 — -18.8% ▼
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Unscheduled |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DE |
Reed Cory J
$1 Par Common Stock
|
Pres, Life Sol Cust Sup & S.M. | S Sale | 12,000 | $510.00 | $6.12M |
Since sale
$632.35 — +24.0% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan adopted 2025-05-21 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MDB |
MERRIMAN DWIGHT A
Common Stock
|
Director | S Sale 5 lines combined | 10,000 | $407.70 wtd avg | $4.08M |
Since sale
$366.18 — -10.2% ▼
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 6 lines combined | 7,665 | $133.66 wtd avg | $1.02M |
Since sale
$221.11 — +65.4% ▲
vs SPY +10.5%
279 days held · as of Oct 20
|
2026-01-14 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($16M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 230,000 | $69.19 wtd avg | $15.9M |
Since buy
$74.08 — +7.1% ▲
vs SPY +10.5%
278 days held · as of Oct 19
|
2026-01-14 | Scheduled plan date not disclosed |
|
71
Open-market purchase+25
Unscheduled+15
Purchase $3.9M (p90–p95)+20
Director+7
First purchase in our history+4
Elevated71
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MU |
Liu Teyin M
Common Stock
|
Director | P Purchase | 11,600 | $337.07 wtd avg | $3.91M |
Since buy
$896.63 — +166.0% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
6 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DRI |
Burrowes Todd
Common Stock
|
Group President | S Sale | 7,103 | $207.12 wtd avg | $1.47M |
Since sale
$217.92 — +5.2% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
4 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
JBL |
MONDELLO MARK T
Common Stock
|
DirectorExecutive Chairman | S Sale | 15,777 | $240.06 wtd avg | $3.79M |
Since sale
$282.06 — +17.5% ▲
vs SPY +10.0%
279 days held · as of Oct 19
|
2026-01-13 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
VRSN |
BIDZOS D JAMES
Common Stock
|
DirectorExec. Chairman, Pres, & CEO | S Sale 5 lines combined | 5,000 | $248.20 wtd avg | $1.24M |
Since sale
$306.53 — +23.5% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ZM |
Yuan Eric S.
Class A Common Stock
|
DirectorChief Executive Officer | S Sale 4 lines combined | 47,369 | $83.65 wtd avg | $3.96M |
Since sale
$97.46 — +16.5% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan adopted 2025-06-20 |
|
9
Unscheduled sale+5
3 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AGX |
Leimkuhler William F.
Common Stock
|
Director | S Sale | 4,212 | $320.53 | $1.35M |
Since sale
$349.64 — +9.1% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
FIVE |
BULL KENNETH R
Common Stock
|
COO | S Sale 5 lines combined | 5,100 | $203.21 wtd avg | $1.04M |
Since sale
$223.80 — +10.1% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
FIVE |
SPECTER ERIC M
Common Stock
|
CAO | S Sale 3 lines combined | 8,500 | $201.15 wtd avg | $1.71M |
Since sale
$223.80 — +11.3% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
9
Unscheduled sale+5
4 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
IPGP |
Valentin Gapontsev Trust I
Common Stock
|
10% owner | S Sale 2 lines combined | 23,029 | $76.98 wtd avg | $1.77M |
Since sale
$72.49 — -5.8% ▼
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MTG |
Mattke Timothy J.
Common Stock
|
DirectorChief Executive Officer | S Sale 6 lines combined | 139,203 | $26.51 wtd avg | $3.69M |
Since sale
$28.17 — +6.3% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan adopted 2025-05-06 |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
Zatlyn Michelle
Class A Common Stock
|
DirectorPresident and Board Co-Chair | S Sale 4 lines combined | 25,641 | $187.96 wtd avg | $4.82M |
Since sale
$291.69 — +55.2% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan adopted 2025-02-14 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NVDA |
Kress Colette
Common
|
EVP & Chief Financial Officer | S Sale 15 lines combined | 47,640 | $184.92 wtd avg | $8.81M |
Since sale
$216.29 — +17.0% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan adopted 2025-03-04 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 9 lines combined | 7,665 | $139.84 wtd avg | $1.07M |
Since sale
$221.11 — +58.1% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan adopted 2025-02-20 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
W |
Tan Fiona
Class A Common Stock
|
Chief Technology Officer | S Sale | 9,000 | $119.00 | $1.07M |
Since sale
$113.56 — -4.6% ▼
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan date not disclosed |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MKC |
Kurzius Lawrence Erik
Common Stock - Voting
|
10% owner | S Sale | 50,000 | $67.43 | $3.37M |
Since sale
$47.56 — -29.5% ▼
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PBF |
Control Empresarial de Capitales S.A. de C.V.
Class A Common Shares (as defined in Exhibit 99.1 hereto)
|
Add'l Rep. Persons-see Ex.99-1 | S Sale | 106,000 | $33.73 wtd avg | $3.57M |
Since sale
$83.00 — +146.1% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Unscheduled |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ABM |
JACOBSEN RENE
Common Stock
|
EVP & Chief Operating Officer | S Sale | 31,034 | $44.12 wtd avg | $1.37M |
Since sale
$51.41 — +16.5% ▲
vs SPY +10.0%
279 days held · as of Oct 19
|
2026-01-13 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AI |
SIEBEL THOMAS M
Class A Common Stock
|
Executive Chairman | S Sale 2 lines combined | 522,175 | $13.52 wtd avg | $7.06M |
Since sale
$11.69 — -13.5% ▼
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
MDB |
MERRIMAN DWIGHT A
Common Stock
|
Director | S Sale | 6,000 | $417.73 | $2.51M |
Since sale
$366.18 — -12.3% ▼
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 9 lines combined | 7,665 | $139.84 wtd avg | $1.07M |
Since sale
$221.11 — +58.1% ▲
vs SPY +10.0%
280 days held · as of Oct 20
|
2026-01-13 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($22M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 325,000 | $68.03 wtd avg | $22.1M |
Since buy
$74.08 — +8.9% ▲
vs SPY +10.0%
279 days held · as of Oct 19
|
2026-01-13 | Scheduled plan date not disclosed |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ALNY |
Greenstreet Yvonne
Common Stock
|
DirectorChief Executive Officer | S Sale 21 lines combined | 9,577 | $362.86 wtd avg | $3.48M |
Since sale
$230.71 — -36.4% ▼
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ALNY |
Poulton Jeffrey V.
Common Stock
|
EVP, Chief Financial Officer | S Sale 21 lines combined | 2,780 | $362.87 wtd avg | $1.01M |
Since sale
$230.71 — -36.4% ▼
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ROIV |
Venker Eric
Common Shares
|
President & Immunovant CEO | S Sale | 200,000 | $21.92 wtd avg | $4.38M |
Since sale
$34.92 — +59.3% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Unscheduled |
|
12
CEO/CFO sale+8
5 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
INSM |
Lewis William
Common Stock
|
DirectorChair and CEO | S Sale 7 lines combined | 19,215 | $169.00 wtd avg | $3.25M |
Since sale
$95.67 — -43.4% ▼
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan adopted 2025-09-04 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ROKU |
Wood Anthony J.
Class A Common Stock
|
DirectorCEO and Chairman BOD10% owner | S Sale 8 lines combined | 75,000 | $109.61 wtd avg | $8.22M |
Since sale
$157.57 — +43.8% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan date not disclosed |
|
9
Unscheduled sale+5
4 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
IPGP |
Valentin Gapontsev Trust I
Common Stock
|
10% owner | S Sale 2 lines combined | 17,993 | $76.25 wtd avg | $1.37M |
Since sale
$72.49 — -4.9% ▼
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SNX |
POLK DENNIS
Common Stock
|
DirectorHyve Solutions Executive | S Sale 3 lines combined | 20,000 | $149.98 wtd avg | $3.00M |
Since sale
$248.21 — +65.5% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ALL |
WILSON THOMAS J
Common Stock
|
DirectorChairman, President & CEO | S Sale 5 lines combined | 16,807 | $207.83 wtd avg | $3.49M |
Since sale
$250.09 — +20.3% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan adopted 2025-06-27 |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CIEN |
Cumello Joseph
Common Stock
|
SVP, General Mgr. Blue Planet | S Sale | 11,929 | $229.82 wtd avg | $2.74M |
Since sale
$341.95 — +48.8% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan date not disclosed |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWV |
McBee Brannin
Class A Common Stock
|
Chief Development Officer | S Sale 92 lines combined | 166,670 | $88.77 wtd avg | $14.8M |
Since sale
$62.13 — -30.0% ▼
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan adopted 2025-09-02 |
|
8
Officer sale+4
8 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
KTOS |
Rock Stacey G
Common Stock
|
President, KTT Division | S Sale 5 lines combined | 16,568 | $116.74 wtd avg | $1.93M |
Since sale
$38.96 — -66.6% ▼
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan adopted 2025-06-16 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 5 lines combined | 7,665 | $147.15 wtd avg | $1.13M |
Since sale
$221.11 — +50.3% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan adopted 2025-02-20 |
|
8
Officer sale+4
3 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
UTHR |
BENKOWITZ MICHAEL
Common Stock
|
PRESIDENT AND COO | S Sale 2 lines combined | 22,500 | $479.51 wtd avg | $10.8M |
Since sale
$553.88 — +15.5% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan date not disclosed |
|
4
6 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CIEN |
GALLAGHER PATRICK
Common Stock
|
Director | S Sale | 11,618 | $227.45 wtd avg | $2.64M |
Since sale
$341.95 — +50.3% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
KLIC |
WONG NELSON MUNPUN
Common Stock
|
Senior Vice President | S Sale | 30,000 | $56.53 wtd avg | $1.70M |
Since sale
$81.32 — +43.9% ▲
vs SPY +9.8%
280 days held · as of Oct 19
|
2026-01-12 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ABNB |
Gebbia Joseph
Class A Common Stock
|
Director10% owner | S Sale 4 lines combined | 58,000 | $138.45 wtd avg | $8.03M |
Since sale
$176.94 — +27.8% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan adopted 2025-08-29 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 5 lines combined | 7,665 | $147.15 wtd avg | $1.13M |
Since sale
$221.11 — +50.3% ▲
vs SPY +9.8%
281 days held · as of Oct 20
|
2026-01-12 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($18M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase | 256,041 | $68.73 wtd avg | $17.6M |
Since buy
$74.08 — +7.8% ▲
vs SPY +9.8%
280 days held · as of Oct 19
|
2026-01-12 | Scheduled plan date not disclosed |
|
82
Open-market purchase+25
Unscheduled+15
Purchase $1.7M (p75–p90)+12
Named officer+12
1 other insider(s) bought within 30d+6
680d since last purchase+12
High conviction82
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ADC |
AGREE RICHARD
Common Shares
|
DirectorEXECUTIVE CHAIRMAN OF BOARD | P Purchase | 24,000 | $70.67 wtd avg | $1.70M |
Since buy
$67.08 — -5.1% ▼
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
3 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
COST |
Miller Russell D
Common Stock
|
Sr. Executive Vice President | S Sale | 1,500 | $916.32 | $1.37M |
Since sale
$993.76 — +8.5% ▲
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Unscheduled |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DOCU |
Thygesen Allan C.
Common Stock
|
DirectorPresident and CEO | S Sale 3 lines combined | 26,250 | $69.60 wtd avg | $1.83M |
Since sale
$80.28 — +15.3% ▲
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
Karanikolas Michael
Class A Common Stock
|
CO-CHIEF EXECUTIVE OFFICER | S Sale 2 lines combined | 68,995 | $30.68 wtd avg | $2.12M |
Since sale
$22.31 — -27.3% ▼
vs SPY +9.9%
283 days held · as of Oct 19
|
2026-01-09 | Scheduled plan adopted 2025-05-29 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
Mente Michael
Class A Common Stock
|
CO-CHIEF EXECUTIVE OFFICER | S Sale 2 lines combined | 68,995 | $30.68 wtd avg | $2.12M |
Since sale
$22.31 — -27.3% ▼
vs SPY +9.9%
283 days held · as of Oct 19
|
2026-01-09 | Scheduled plan adopted 2025-05-29 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
BBIO |
Kumar Neil
Common Stock
|
DirectorChief Executive Officer | S Sale 8 lines combined | 40,000 | $77.11 wtd avg | $3.08M |
Since sale
$67.55 — -12.4% ▼
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Scheduled plan adopted 2025-03-31 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
LOW |
Ellison Marvin R
Common Stock
|
DirectorChairman, President & CEO | S Sale 3 lines combined | 18,000 | $261.17 wtd avg | $4.70M |
Since sale
$198.59 — -24.0% ▼
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Scheduled plan adopted 2025-03-20 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 7 lines combined | 7,665 | $145.91 wtd avg | $1.12M |
Since sale
$221.11 — +51.5% ▲
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Scheduled plan adopted 2025-02-20 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TKO |
KRAUSS SETH D
Class A Common Stock
|
See Remarks | S Sale 5 lines combined | 5,712 | $200.39 wtd avg | $1.14M |
Since sale
$179.64 — -10.4% ▼
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Scheduled plan adopted 2025-09-16 |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DY |
Gertel Eitan
Common Stock
|
Director | S Sale | 3,645 | $345.62 wtd avg | $1.26M |
Since sale
$252.00 — -27.1% ▼
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Unscheduled |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
H |
KLP 2006-N3 Family Trust
Class B Common Stock
|
See Remarks | S Sale | 12,000 | $168.01 wtd avg | $2.02M |
Since sale
$176.15 — +4.8% ▲
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Unscheduled |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PBF |
Control Empresarial de Capitales S.A. de C.V.
Class A Common Shares (as defined in Exhibit 99.1 hereto)
|
Add'l Rep. Persons-see Ex.99-1 | S Sale | 50,000 | $32.31 wtd avg | $1.62M |
Since sale
$83.00 — +156.9% ▲
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Unscheduled |
|
4
3 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
MMMK Development, Inc.
Class A Common Stock
|
10% owner | S Sale 2 lines combined | 68,995 | $30.68 wtd avg | $2.12M |
Since sale
$22.31 — -27.3% ▼
vs SPY +9.9%
283 days held · as of Oct 19
|
2026-01-09 | Scheduled plan adopted 2025-05-29 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 7 lines combined | 7,665 | $145.91 wtd avg | $1.12M |
Since sale
$221.11 — +51.5% ▲
vs SPY +9.9%
284 days held · as of Oct 20
|
2026-01-09 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($19M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 3 lines combined | 275,000 | $68.95 wtd avg | $19.0M |
Since buy
$74.08 — +7.4% ▲
vs SPY +9.9%
283 days held · as of Oct 19
|
2026-01-09 | Scheduled plan date not disclosed |
|
20
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
Routine20
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DE |
May John C II
$1 Par Common Stock
|
Chairman & CEO | S Sale 4 lines combined | 41,472 | $501.49 wtd avg | $20.8M |
Since sale
$632.35 — +26.1% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-06-20 |
|
17
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
LGN |
Blackstone EMA III L.L.C. +6 more
Class A Common Stock
|
10% owner | S Sale 2 lines combined | 1,260,326 | $45.00 wtd avg | $56.7M |
Since sale
$41.23 — -8.4% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Unscheduled |
|
17
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
LGN |
Legence Parent ML LLC +8 more
Class A Common Stock
|
10% owner | S Sale 2 lines combined | 1,260,326 | $45.00 wtd avg | $56.7M |
Since sale
$41.23 — -8.4% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Unscheduled |
|
17
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TDG |
Stein Kevin M
Common Stock
|
Director | S Sale 7 lines combined | 17,373 | $1,407.25 wtd avg | $24.4M |
Since sale
$1,141.91 — -18.9% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Unscheduled |
|
16
Sale in top 5% of insider-sale size+12
Officer sale+4
Routine16
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PANW |
Klarich Lee
Common Stock
|
EVP Chief Product & Tech Ofcr | S Sale 5 lines combined | 120,768 | $191.03 wtd avg | $23.1M |
Since sale
$340.28 — +78.1% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2024-09-27 |
|
16
Sale in top 5% of insider-sale size+12
6 insiders selling within 30d+4
Routine16
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WDAY |
DUFFIELD DAVID A
Class A Common Stock
|
10% owner | S Sale 5 lines combined | 82,884 | $209.75 wtd avg | $17.4M |
Since sale
$204.08 — -2.7% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRDO |
Brennan William Joseph
Ordinary Shares
|
DirectorPres & Chief Executive Officer | S Sale 8 lines combined | 9,476 | $139.54 wtd avg | $1.32M |
Since sale
$171.51 — +22.9% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-04-15 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
Prince Matthew
Class A Common Stock
|
DirectorCEO & Board Co-Chair10% owner | S Sale 13 lines combined | 52,384 | $189.47 wtd avg | $9.93M |
Since sale
$291.69 — +54.0% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-02-11 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
Karanikolas Michael
Class A Common Stock
|
CO-CHIEF EXECUTIVE OFFICER | S Sale | 52,864 | $31.32 | $1.66M |
Since sale
$22.31 — -28.8% ▼
vs SPY +10.7%
284 days held · as of Oct 19
|
2026-01-08 | Scheduled plan adopted 2025-05-29 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
Mente Michael
Class A Common Stock
|
CO-CHIEF EXECUTIVE OFFICER | S Sale | 52,864 | $31.32 | $1.66M |
Since sale
$22.31 — -28.8% ▼
vs SPY +10.7%
284 days held · as of Oct 19
|
2026-01-08 | Scheduled plan adopted 2025-05-29 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SAIL |
McClain Mark D.
Common Stock
|
DirectorChief Executive Officer | S Sale | 52,799 | $19.57 wtd avg | $1.03M |
Since sale
$19.25 — -1.7% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SARO |
Ford Russell Wayne
Common Stock
|
Chief Executive Officer | S Sale | 40,000 | $30.76 wtd avg | $1.23M |
Since sale
$21.43 — -30.3% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-08-18 |
|
9
Unscheduled sale+5
3 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AGX |
Getsinger Peter W
Common Stock
|
Director | S Sale | 6,595 | $313.71 | $2.07M |
Since sale
$349.64 — +11.5% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
BBIO |
Kumar Neil
Common Stock
|
DirectorChief Executive Officer | S Sale 6 lines combined | 40,000 | $73.97 wtd avg | $2.96M |
Since sale
$67.55 — -8.7% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-03-31 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRDO |
Cheng Chi Fung
Ordinary Shares
|
DirectorChief Technology Officer | S Sale 8 lines combined | 30,000 | $139.93 wtd avg | $4.20M |
Since sale
$171.51 — +22.6% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan date not disclosed |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RDDT |
Slowe Christopher Brian
Class A Common Stock
|
Chief Technology Officer | S Sale 11 lines combined | 14,000 | $253.88 wtd avg | $3.55M |
Since sale
$155.65 — -38.7% ▼
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-05-09 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 9 lines combined | 7,665 | $151.87 wtd avg | $1.16M |
Since sale
$221.11 — +45.6% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-02-20 |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CDNS |
TENG CHIN-CHI
Common Stock
|
Sr. Vice President | S Sale | 6,319 | $317.96 | $2.01M |
Since sale
$319.87 — +0.6% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-08-07 |
|
4
3 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
MMMK Development, Inc.
Class A Common Stock
|
10% owner | S Sale | 52,864 | $31.32 | $1.66M |
Since sale
$22.31 — -28.8% ▼
vs SPY +10.7%
284 days held · as of Oct 19
|
2026-01-08 | Scheduled plan adopted 2025-05-29 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 9 lines combined | 7,665 | $151.87 wtd avg | $1.16M |
Since sale
$221.11 — +45.6% ▲
vs SPY +10.7%
285 days held · as of Oct 20
|
2026-01-08 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($14M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 3 lines combined | 195,000 | $70.16 wtd avg | $13.7M |
Since buy
$74.08 — +5.6% ▲
vs SPY +10.7%
284 days held · as of Oct 19
|
2026-01-08 | Scheduled plan date not disclosed |
|
25
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
Sale in top 1% of insider-sale size+8
Routine25
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
LLY |
LILLY ENDOWMENT INC
Common Stock
|
10% owner | S Sale 30 lines combined | 292,148 | $1,103.48 wtd avg | $322.4M |
Since sale
$1,286.19 — +16.6% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Unscheduled |
|
20
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
Routine20
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
INTU |
Goodarzi Sasan K
Common Stock
|
DirectorCEO, President and Director | S Sale 2 lines combined | 41,000 | $650.10 wtd avg | $26.7M |
Since sale
$335.24 — -48.4% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-10-06 |
|
17
Unscheduled sale+5
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
GOOGL |
Pichai Sundar
Class C Capital Stock
|
Chief Executive Officer | S Sale 11 lines combined | 32,500 | $321.21 wtd avg | $10.4M |
Since sale
$339.94 — +5.8% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Unscheduled |
|
16
Sale in top 5% of insider-sale size+12
Officer sale+4
Routine16
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NVDA |
Puri Ajay K
Common Stock
|
EVP, Worldwide Field Ops | S Sale 3 lines combined | 200,000 | $187.82 wtd avg | $37.6M |
Since sale
$216.29 — +15.2% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-09-19 |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
FLEX |
Krumm Kevin
Ordinary Shares
|
Chief Financial Officer | S Sale 2 lines combined | 21,406 | $61.23 wtd avg | $1.31M |
Since sale
$87.49 — +42.9% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Unscheduled |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRDO |
Brennan William Joseph
Ordinary Shares
|
DirectorPres & Chief Executive Officer | S Sale 18 lines combined | 10,456 | $135.03 wtd avg | $1.41M |
Since sale
$171.51 — +27.0% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-04-15 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
Prince Matthew
Class A Common Stock
|
DirectorCEO & Board Co-Chair10% owner | S Sale 7 lines combined | 52,384 | $201.84 wtd avg | $10.6M |
Since sale
$291.69 — +44.5% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-02-11 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RMD |
Farrell Michael J.
ResMed Common Stock
|
DirectorChairman and CEO | S Sale | 4,991 | $248.46 wtd avg | $1.24M |
Since sale
$245.48 — -1.2% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
Karanikolas Michael
Class A Common Stock
|
CO-CHIEF EXECUTIVE OFFICER | S Sale | 72,337 | $31.16 | $2.25M |
Since sale
$22.31 — -28.4% ▼
vs SPY +10.6%
285 days held · as of Oct 19
|
2026-01-07 | Scheduled plan adopted 2025-05-29 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
Mente Michael
Class A Common Stock
|
CO-CHIEF EXECUTIVE OFFICER | S Sale | 72,337 | $31.16 | $2.25M |
Since sale
$22.31 — -28.4% ▼
vs SPY +10.6%
285 days held · as of Oct 19
|
2026-01-07 | Scheduled plan adopted 2025-05-29 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SAIL |
McClain Mark D.
Common Stock
|
DirectorChief Executive Officer | S Sale | 51,986 | $19.90 wtd avg | $1.03M |
Since sale
$19.25 — -3.3% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SARO |
Ford Russell Wayne
Common Stock
|
Chief Executive Officer | S Sale | 40,000 | $30.24 wtd avg | $1.21M |
Since sale
$21.43 — -29.1% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-08-18 |
|
9
Unscheduled sale+5
3 insiders selling within 30d+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AGX |
Getsinger Peter W
Common Stock
|
Director | S Sale | 4,000 | $328.34 | $1.31M |
Since sale
$349.64 — +6.5% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
GH |
Monroe Terilyn J.
Common Stock
|
Chief People Officer | S Sale 3 lines combined | 10,031 | $112.08 wtd avg | $1.12M |
Since sale
$162.59 — +45.1% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
INCY |
Issa Mohamed Khairie
Common Stock
|
EVP, Head of US Oncology | S Sale | 10,856 | $109.07 | $1.18M |
Since sale
$116.62 — +6.9% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AXON |
SMITH PATRICK W
Common Stock
|
DirectorCHIEF EXECUTIVE OFFICER | S Sale 14 lines combined | 10,000 | $619.01 wtd avg | $6.19M |
Since sale
$392.55 — -36.6% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-05-12 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
COMP |
Wahlers Scott R.
Class A Common Stock
|
CFO | S Sale | 99,986 | $12.03 wtd avg | $1.20M |
Since sale
$9.53 — -20.7% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2024-05-17 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWV |
Venturo Brian M
Class A Common Stock
|
DirectorChief Strategy Officer | S Sale 4 lines combined | 154,479 | $78.11 wtd avg | $12.1M |
Since sale
$62.13 — -20.5% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-05-21 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NRG |
Chung Bruce
Common Stock, par value $.01 per share
|
EVP & CFO | S Sale 2 lines combined | 12,383 | $156.56 wtd avg | $1.94M |
Since sale
$97.84 — -37.5% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan date not disclosed |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RBLX |
Baszucki David
Class A Common Stock
|
DirectorPresident & CEO10% owner | S Sale 6 lines combined | 66,896 | $76.48 wtd avg | $5.12M |
Since sale
$52.35 — -31.6% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-08-06 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RDDT |
Lee Benjamin Seong
Class A Common Stock
|
Chief Legal Officer | S Sale 2 lines combined | 27,930 | $260.08 wtd avg | $7.26M |
Since sale
$155.65 — -40.2% ▼
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-09-11 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 7 lines combined | 7,665 | $161.11 wtd avg | $1.23M |
Since sale
$221.11 — +37.2% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-02-20 |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ALL |
Gupta Suren
Common Stock
|
President,Enterprise Solutions | S Sale | 19,593 | $210.00 | $4.11M |
Since sale
$250.09 — +19.1% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Unscheduled |
|
4
3 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RVLV |
MMMK Development, Inc.
Class A Common Stock
|
10% owner | S Sale | 72,337 | $31.16 | $2.25M |
Since sale
$22.31 — -28.4% ▼
vs SPY +10.6%
285 days held · as of Oct 19
|
2026-01-07 | Scheduled plan adopted 2025-05-29 |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
VRTX |
Tatsis Ourania
Common Stock
|
EVP, Chief Reg. & Quality Off. | S Sale | 4,500 | $474.99 | $2.14M |
Since sale
$514.42 — +8.3% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
REGN |
Bassler Bonnie L
Common Stock
|
Director | S Sale | 1,500 | $800.00 wtd avg | $1.20M |
Since sale
$807.41 — +0.9% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-05-02 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 7 lines combined | 7,665 | $161.11 wtd avg | $1.23M |
Since sale
$221.11 — +37.2% ▲
vs SPY +10.6%
286 days held · as of Oct 20
|
2026-01-07 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($18M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 265,000 | $68.50 wtd avg | $18.2M |
Since buy
$74.08 — +8.2% ▲
vs SPY +10.6%
285 days held · as of Oct 19
|
2026-01-07 | Scheduled plan date not disclosed |
|
25
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
Routine25
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AVGO |
TAN HOCK E
Common Stock, $0.001 par value
|
DirectorPresident and CEO | S Sale 3 lines combined | 70,000 | $347.30 wtd avg | $24.3M |
Since sale
$334.32 — -3.7% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
24
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
8 insiders selling within 30d+4
Routine24
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
KTOS |
DEMARCO ERIC M
Common Stock
|
DirectorPresident & CEO | S Sale 2 lines combined | 191,699 | $90.28 wtd avg | $17.3M |
Since sale
$38.96 — -56.8% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-08-29 |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Hickey William M III
Class A Common Stock
|
DirectorCo-Chief Executive Officer | S Sale | 467,725 | $13.63 wtd avg | $6.38M |
Since sale
$24.84 — +82.2% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Oliphint Guy M
Class A Common Stock
|
EVP, Chief Financial Officer | S Sale | 172,904 | $13.63 wtd avg | $2.36M |
Since sale
$24.84 — +82.2% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Walter James H
Class A Common Stock
|
DirectorCo-Chief Executive Officer | S Sale | 467,700 | $13.63 wtd avg | $6.37M |
Since sale
$24.84 — +82.2% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
4 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Bell John Charles
Class A Common Stock
|
EVP, General Counsel | S Sale | 106,399 | $13.63 wtd avg | $1.45M |
Since sale
$24.84 — +82.2% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
4 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Shannon Robert Regan
Class A Common Stock
|
EVP, Chief Accounting Officer | S Sale | 106,405 | $13.63 wtd avg | $1.45M |
Since sale
$24.84 — +82.2% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWV |
Intrator Michael N
Class A Common Stock
|
DirectorCEO and President10% owner | S Sale 5 lines combined | 61,386 | $76.15 wtd avg | $4.67M |
Since sale
$62.13 — -18.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-05-23 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
Prince Matthew
Class A Common Stock
|
DirectorCEO & Board Co-Chair10% owner | S Sale 7 lines combined | 52,384 | $194.77 wtd avg | $10.2M |
Since sale
$291.69 — +49.8% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-02-11 |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
RDDT |
Vollero Andrew
Class A Common Stock
|
Chief Financial Officer | S Sale 5 lines combined | 8,413 | $252.72 wtd avg | $2.13M |
Since sale
$155.65 — -38.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-09-11 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SAIL |
McClain Mark D.
Common Stock
|
DirectorChief Executive Officer | S Sale | 61,106 | $19.23 wtd avg | $1.18M |
Since sale
$19.25 — +0.1% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan date not disclosed |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SARO |
Ford Russell Wayne
Common Stock
|
Chief Executive Officer | S Sale | 40,000 | $30.46 wtd avg | $1.22M |
Since sale
$21.43 — -29.6% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-08-18 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WDAY |
Rowe Zane
Class A Common Stock
|
Chief Financial Officer | S Sale 5 lines combined | 6,000 | $208.75 wtd avg | $1.25M |
Since sale
$204.08 — -2.2% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-03-07 |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AVGO |
Brazeal Mark David
Common Stock, $0.001 par value
|
Chief Legal & Corp Affairs Ofc | S Sale 2 lines combined | 30,000 | $347.12 wtd avg | $10.4M |
Since sale
$334.32 — -3.7% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
GPOR |
Rucker Matthew
Common Stock
|
EVP & COO | S Sale 2 lines combined | 10,732 | $186.61 wtd avg | $2.00M |
Since sale
$161.69 — -13.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
HL |
Allen Kurt
Common Stock
|
VP-Exploration | S Sale 2 lines combined | 52,219 | $21.91 wtd avg | $1.14M |
Since sale
$15.02 — -31.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRSP |
Prasad Raju
Common Shares
|
Chief Financial Officer | S Sale 3 lines combined | 29,700 | $60.16 wtd avg | $1.79M |
Since sale
$49.88 — -17.1% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-08-18 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWV |
Venturo Brian M
Class A Common Stock
|
DirectorChief Strategy Officer | S Sale 5 lines combined | 52,473 | $76.15 wtd avg | $4.00M |
Since sale
$62.13 — -18.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-05-21 |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
INSM |
Flammer Martina M.D.
Common Stock
|
Chief Medical Officer | S Sale 4 lines combined | 10,185 | $173.80 wtd avg | $1.77M |
Since sale
$95.67 — -45.0% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-02-27 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NOC |
Warden Kathy J
Common Stock
|
DirectorChair, CEO and President | S Sale | 3,000 | $615.00 | $1.84M |
Since sale
$534.34 — -13.1% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-09-02 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NRG |
Chung Bruce
Common Stock, par value $.01 per share
|
EVP & CFO | S Sale | 7,617 | $158.79 | $1.21M |
Since sale
$97.84 — -38.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan date not disclosed |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 7 lines combined | 7,665 | $158.62 wtd avg | $1.22M |
Since sale
$221.11 — +39.4% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-02-20 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TWLO |
Shipchandler Khozema
Class A Common Stock
|
DirectorChief Executive Officer | S Sale 3 lines combined | 13,336 | $134.28 wtd avg | $1.79M |
Since sale
$258.69 — +92.6% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan date not disclosed |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
VSAT |
DANKBERG MARK D
$.0001 par value common stock
|
Chairman and CEO | S Sale | 100,000 | $40.34 wtd avg | $4.03M |
Since sale
$60.17 — +49.2% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-09-15 |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NRG |
Curci Brian
Common Stock, par value $.01 per share
|
Exec VP & General Counsel | S Sale | 46,976 | $158.84 | $7.46M |
Since sale
$97.84 — -38.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NRG |
Gaudette Robert J
Common Stock, par value $.01 per share
|
Exec VP, NRG Business | S Sale | 45,000 | $158.76 | $7.14M |
Since sale
$97.84 — -38.4% ▼
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
VRTX |
WAGNER CHARLES F JR
Common Stock
|
EVP, CO & FO | S Sale | 9,532 | $461.00 | $4.39M |
Since sale
$514.42 — +11.6% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan date not disclosed |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 7 lines combined | 7,665 | $158.62 wtd avg | $1.22M |
Since sale
$221.11 — +39.4% ▲
vs SPY +10.3%
287 days held · as of Oct 20
|
2026-01-06 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($15M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 2 lines combined | 215,288 | $70.05 wtd avg | $15.1M |
Since buy
$74.08 — +5.8% ▲
vs SPY +10.3%
286 days held · as of Oct 19
|
2026-01-06 | Scheduled plan date not disclosed |
|
63
Open-market purchase+25
Unscheduled+15
Purchase $1.4M (p75–p90)+12
Director+7
First purchase in our history+4
Elevated63
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NTLA |
Cohen Fred E
Common Stock
|
Director | P Purchase | 150,000 | $9.35 wtd avg | $1.40M |
Since buy
$11.84 — +26.6% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
24
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine24
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CIEN |
SMITH GARY B
Common Stock
|
DirectorPresident, CEO | S Sale | 83,552 | $229.44 wtd avg | $19.2M |
Since sale
$341.95 — +49.0% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
24
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine24
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CVX |
Wirth Michael K
Common Stock
|
DirectorChairman and CEO | S Sale 5 lines combined | 320,700 | $162.99 wtd avg | $52.3M |
Since sale
$225.73 — +38.5% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2024-11-06 |
|
24
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine24
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
HOOD |
Tenev Vladimir
Class A Common Stock
|
DirectorChief Executive Officer | S Sale 6 lines combined | 375,000 | $121.63 wtd avg | $45.6M |
Since sale
$98.19 — -19.3% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
20
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
Routine20
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AFRM |
Levchin Max R
Class A Common Stock
|
DirectorChief Executive Officer10% owner | S Sale 2 lines combined | 666,666 | $80.62 wtd avg | $53.7M |
Since sale
$73.85 — -8.4% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-03-17 |
|
17
Unscheduled sale+5
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CPT |
CAMPO RICHARD J
Common Shares
|
Chairman and CEO | S Sale 2 lines combined | 38,021 | $109.78 wtd avg | $4.17M |
Since sale
$99.82 — -9.1% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Hickey William M III
Class A Common Stock
|
DirectorCo-Chief Executive Officer | S Sale | 309,980 | $13.74 wtd avg | $4.26M |
Since sale
$24.84 — +80.8% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Oliphint Guy M
Class A Common Stock
|
EVP, Chief Financial Officer | S Sale | 128,837 | $13.76 wtd avg | $1.77M |
Since sale
$24.84 — +80.5% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
17
Unscheduled sale+5
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
PR |
Walter James H
Class A Common Stock
|
DirectorCo-Chief Executive Officer | S Sale | 310,003 | $13.74 wtd avg | $4.26M |
Since sale
$24.84 — +80.8% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
17
Unscheduled sale+5
Sale in top 5% of insider-sale size+12
Routine17
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TDG |
Stein Kevin M
Common Stock
|
Director | S Sale 21 lines combined | 25,000 | $1,373.59 wtd avg | $34.3M |
Since sale
$1,141.91 — -16.9% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
3 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ADI |
Cotter Martin
Comm Stock-$.16-2/3 value
|
SVP, Vertical Business Units | S Sale | 10,000 | $278.44 | $2.78M |
Since sale
$397.33 — +42.7% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CCK |
DONAHUE TIMOTHY J
Common
|
DirectorPresident & CEO | S Sale | 29,024 | $105.00 | $3.05M |
Since sale
$114.89 — +9.4% ▲
vs SPY +10.9%
287 days held · as of Oct 19
|
2026-01-05 | Unscheduled |
|
13
Unscheduled sale+5
Officer sale+4
4 insiders selling within 30d+4
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
HAL |
Pope Lawrence J
Common Stock
|
EVP and Chief Admin Officer | S Sale | 100,000 | $32.25 | $3.23M |
Since sale
$33.59 — +4.2% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SRE |
Martin Jeffrey W
Common Stock
|
DirectorChairman, CEO and President | S Sale 3 lines combined | 23,111 | $87.21 wtd avg | $2.02M |
Since sale
$82.77 — -5.1% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
COIN |
Armstrong Brian
Class A Common Stock
|
DirectorChairman and CEO10% owner | S Sale 3 lines combined | 40,000 | $248.96 wtd avg | $9.96M |
Since sale
$170.80 — -31.4% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-08-15 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CVX |
BONNER EIMEAR P
Common Stock
|
Chief Financial Officer | S Sale | 28,334 | $165.05 | $4.68M |
Since sale
$225.73 — +36.8% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-02-24 |
|
12
CEO/CFO sale+8
6 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DASH |
Xu Tony
Class A Common Stock
|
CHIEF EXECUTIVE OFFICER | S Sale | 16,667 | $230.00 | $3.83M |
Since sale
$191.67 — -16.7% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-03-08 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SARO |
Ford Russell Wayne
Common Stock
|
Chief Executive Officer | S Sale | 40,000 | $30.18 wtd avg | $1.21M |
Since sale
$21.43 — -29.0% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-08-18 |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TKO |
Schleimer Andrew M
Class A Common Stock
|
Chief Financial Officer | S Sale | 5,739 | $204.08 wtd avg | $1.17M |
Since sale
$179.64 — -12.0% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
GPOR |
Craine Patrick K.
Common Stock
|
CLAO and Corp Secretary | S Sale | 11,929 | $191.87 wtd avg | $2.29M |
Since sale
$161.69 — -15.7% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
9
Unscheduled sale+5
Officer sale+4
Routine9
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
INCY |
Stein Steven H
Common Stock
|
EVP & Chief Medical Officer | S Sale | 15,634 | $101.70 | $1.59M |
Since sale
$116.62 — +14.7% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
AFRM |
O'Hare Robert
Class A Common Stock
|
Chief Financial Officer | S Sale | 36,401 | $80.00 | $2.91M |
Since sale
$73.85 — -7.7% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-06-12 |
|
8
Officer sale+4
3 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
COF |
Raghu Ravi
Common Stock
|
Pres, Software, Intl & Sm Bus | S Sale | 13,450 | $250.00 | $3.36M |
Since sale
$201.68 — -19.3% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
8
Officer sale+4
3 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CRWV |
McBee Brannin
Class A Common Stock
|
Chief Development Officer | S Sale 56 lines combined | 166,670 | $79.28 wtd avg | $13.2M |
Since sale
$62.13 — -21.6% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-09-02 |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CVX |
Knowles Alana K
Common Stock
|
Controller | S Sale | 7,956 | $165.05 | $1.31M |
Since sale
$225.73 — +36.8% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-02-21 |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
FIG |
Rasmussen Kris
Class A Common Stock
|
Chief Technology Officer | S Sale 3 lines combined | 181,345 | $37.25 wtd avg | $6.76M |
Since sale
$22.71 — -39.0% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-08-06 |
|
8
Officer sale+4
3 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
HOOD |
Gallagher Daniel Martin Jr
Class A Common Stock
|
Chief Legal Officer | S Sale 5 lines combined | 10,000 | $121.58 wtd avg | $1.22M |
Since sale
$98.19 — -19.2% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-08-08 |
|
8
Officer sale+4
5 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
INSM |
Flammer Martina M.D.
Common Stock
|
Chief Medical Officer | S Sale 7 lines combined | 12,303 | $171.38 wtd avg | $2.11M |
Since sale
$95.67 — -44.2% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-02-27 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NOC |
Warden Kathy J
Common Stock
|
DirectorChair, CEO and President | S Sale | 7,000 | $600.00 | $4.20M |
Since sale
$534.34 — -10.9% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-09-02 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SNAP |
Spiegel Evan
Class A Common Stock
|
Chief Executive Officer | S Sale | 1,220,165 | $8.25 wtd avg | $10.1M |
Since sale
$6.38 — -22.7% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-09-04 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Cannon-Brookes Michael
Class A Common Stock
|
CEO, Co-Founder | S Sale 4 lines combined | 7,665 | $154.20 wtd avg | $1.18M |
Since sale
$221.11 — +43.4% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-02-20 |
|
8
Officer sale+4
4 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TKO |
SHAPIRO MARK S
Class A Common Stock
|
See Remarks | S Sale | 32,022 | $204.08 wtd avg | $6.54M |
Since sale
$179.64 — -12.0% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
8
Officer sale+4
3 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
UTHR |
BENKOWITZ MICHAEL
Common Stock
|
PRESIDENT AND COO | S Sale 28 lines combined | 22,500 | $487.38 wtd avg | $11.0M |
Since sale
$553.88 — +13.6% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
8
Officer sale+4
6 insiders selling within 30d+4
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WDAY |
Enslin Robert
Class A Common Stock
|
President, CCO | S Sale 4 lines combined | 22,185 | $210.17 wtd avg | $4.66M |
Since sale
$204.08 — -2.9% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CBRL |
GMT CAPITAL CORP +4 more
Common Stock
|
10% owner | S Sale | 42,400 | $27.10 | $1.15M |
Since sale
$66.69 — +146.1% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
5
Unscheduled sale+5
Routine5
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
LLY |
LILLY ENDOWMENT INC
Common Stock
|
10% owner | S Sale | 1,390 | $1,085.01 wtd avg | $1.51M |
Since sale
$1,286.19 — +18.5% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Unscheduled |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ARWR |
Hamilton James C
Common Stock
|
Chief Medical Officer | S Sale 7 lines combined | 40,164 | $63.11 wtd avg | $2.53M |
Since sale
$58.92 — -6.6% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ARWR |
O'Brien Patrick
Common Stock
|
COO | S Sale 12 lines combined | 49,493 | $63.11 wtd avg | $3.12M |
Since sale
$58.92 — -6.6% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
BRKR |
Munch Mark
Common Stock
|
EXEC VP&PRES BRUKER NANO INC. | S Sale 3 lines combined | 33,843 | $49.66 wtd avg | $1.68M |
Since sale
$55.93 — +12.6% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
DDOG |
Le-Quoc Alexis
Class A Common Stock
|
DirectorChief Technology Officer | S Sale 4 lines combined | 43,106 | $133.93 wtd avg | $5.77M |
Since sale
$256.24 — +91.3% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
4
6 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NET |
Ledbetter Carl
Class A Common Stock
|
Director | S Sale 3 lines combined | 6,134 | $198.26 wtd avg | $1.22M |
Since sale
$291.69 — +47.1% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-02-14 |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NRG |
Curci Brian
Common Stock, par value $.01 per share
|
Exec VP & General Counsel | S Sale | 60,580 | $161.71 | $9.80M |
Since sale
$97.84 — -39.5% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan date not disclosed |
|
4
Officer sale+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
QS |
Holme Timothy
Class A Common Stock
|
CHIEF TECHNOLOGY OFFICER | S Sale 2 lines combined | 211,362 | $11.28 wtd avg | $2.38M |
Since sale
$3.98 — -64.7% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-06-05 |
|
4
4 insiders selling within 30d+4
Routine4
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TKO |
Khan Nick
Class A Common Stock
|
Director | S Sale 4 lines combined | 37,425 | $204.01 wtd avg | $7.64M |
Since sale
$179.64 — -11.9% ▼
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-03-03 |
|
0
Routine0
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TEAM |
Farquhar Scott
Class A Common Stock
|
Director10% owner | S Sale 4 lines combined | 7,665 | $154.20 wtd avg | $1.18M |
Since sale
$221.11 — +43.4% ▲
vs SPY +10.9%
288 days held · as of Oct 20
|
2026-01-05 | Scheduled plan adopted 2025-02-12 |
|
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($14M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
|
WRB |
MITSUI SUMITOMO INSURANCE CO LTD +1 more
Common Stock
|
10% owner | P Purchase 3 lines combined | 200,930 | $70.59 wtd avg | $14.2M |
Since buy
$74.08 — +4.9% ▲
vs SPY +10.9%
287 days held · as of Oct 19
|
2026-01-05 | Scheduled plan date not disclosed |
|
20
Sale in top 5% of insider-sale size+12
CEO/CFO sale+8
Routine20
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NDAQ |
FRIEDMAN ADENA T
Common Stock, par value $0.01 per share
|
Chair and CEO | S Sale | 300,000 | $96.39 wtd avg | $28.9M |
Since sale
$94.84 — -1.6% ▼
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2025-09-11 |
|
16
Sale in top 5% of insider-sale size+12
3 insiders selling within 30d+4
Routine16
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
NFLX |
HASTINGS REED
Common Stock
|
Director | S Sale 4 lines combined | 426,290 | $91.67 wtd avg | $39.1M |
Since sale
$68.69 — -25.1% ▼
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2023-08-08 |
|
16
Sale in top 5% of insider-sale size+12
6 insiders selling within 30d+4
Routine16
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
WDAY |
DUFFIELD DAVID A
Class A Common Stock
|
10% owner | S Sale 12 lines combined | 81,479 | $205.29 wtd avg | $16.7M |
Since sale
$204.08 — -0.6% ▼
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan date not disclosed |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
FLO |
McMullian Ryals
Common Stock
|
DirectorChairman and CEO | S Sale | 209,000 | $10.87 wtd avg | $2.27M |
Since sale
$6.00 — -44.8% ▼
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Unscheduled |
|
13
Unscheduled sale+5
CEO/CFO sale+8
Routine13
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
SRE |
Martin Jeffrey W
Common Stock
|
DirectorChairman, CEO and President | S Sale 2 lines combined | 30,000 | $89.29 wtd avg | $2.68M |
Since sale
$82.77 — -7.3% ▼
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Unscheduled |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ADI |
ROCHE VINCENT
Comm Stock - $.16-2/3 value
|
DirectorChair & CEO | S Sale | 10,000 | $275.07 | $2.75M |
Since sale
$397.33 — +44.4% ▲
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2025-05-23 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
CVNA |
JENKINS MARK W.
Class A Common Stock
|
Chief Financial Officer | S Sale 25 lines combined | 12,750 | $403.02 wtd avg | $5.14M |
Since sale
$60.26 — -25.2% ▼
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2024-08-05 |
|
12
CEO/CFO sale+8
3 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
STX |
MOSLEY WILLIAM D
Ordinary Shares
|
DirectorCEO | S Sale 9 lines combined | 20,000 | $285.56 wtd avg | $5.71M |
Since sale
$675.13 — +136.4% ▲
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan date not disclosed |
|
12
Sale in top 5% of insider-sale size+12
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
TSLA |
MURDOCH JAMES R
Common Stock
|
Director | S Sale 22 lines combined | 60,000 | $445.40 wtd avg | $26.7M |
Since sale
$373.73 — -16.1% ▼
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2025-05-20 |
|
12
CEO/CFO sale+8
4 insiders selling within 30d+4
Routine12
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
W |
Gulliver Kate
Class A Common Stock
|
CFO and Chief Admin Officer | S Sale | 36,497 | $106.50 | $3.89M |
Since sale
$113.56 — +6.6% ▲
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2025-08-06 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
ALL |
WILSON THOMAS J
Common Stock
|
DirectorChairman, President & CEO | S Sale 4 lines combined | 16,807 | $204.77 wtd avg | $3.44M |
Since sale
$250.09 — +22.1% ▲
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2025-06-27 |
|
8
CEO/CFO sale+8
Routine8
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
|
BOH |
HO PETER S
Common Stock
|
Chairman & CEO | S Sale | 15,000 | $67.87 wtd avg | $1.02M |
Since sale
$68.64 — +1.1% ▲
vs SPY +12.2%
291 days held · as of Oct 20
|
2026-01-02 | Scheduled plan adopted 2025-08-29 |