Ratatoskr Intel
Live
More filters · 2 active
–
–
year to date ✕
Value ≥ $1.00M ✕
Score ≥ 80 ✕
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
100
Open-market purchase+25
Unscheduled+15
Purchase $17.1M (p95–p99)+26
CEO/CFO+20
4 other insider(s) bought within 30d+18
High conviction100
Measures how rare and deliberate this 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 700,000 $24.41 wtd avg $17.1M
Since buy $26.47 — +8.5% ▲
vs SPY -1.1%
18 days held · as of Oct 20
2026-10-02 Unscheduled
100
Open-market purchase+25
Unscheduled+15
Purchase $26.4M (p95–p99)+26
CEO/CFO+20
4 other insider(s) bought within 30d+18
High conviction100
Measures how rare and deliberate this 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 1,150,680 $22.94 wtd avg $26.4M
Since buy $26.47 — +15.4% ▲
vs SPY -1.6%
29 days held · as of Oct 20
2026-09-21 Unscheduled
100
Open-market purchase+25
Unscheduled+15
Purchase $20.4M (p95–p99)+26
CEO/CFO+20
4 other insider(s) bought within 30d+18
232d since last purchase+5
High conviction100
Measures how rare and deliberate this 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 1,000,000 $20.38 wtd avg $20.4M
Since buy $26.47 — +29.9% ▲
vs SPY +0.4%
40 days held · as of Oct 20
2026-09-10 Unscheduled
100
Open-market purchase+25
Unscheduled+15
Purchase $9.0M (p90–p95)+20
CEO/CFO+20
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction100
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
BSX
Mahoney Michael F
Common Stock
DirectorChairman, President & CEO P Purchase 186,240 $48.33 wtd avg $9.00M
Since buy $45.59 — -5.7% ▼
vs SPY +0.4%
78 days held · as of Oct 20
2026-08-03 Unscheduled
100
Open-market purchase+25
Unscheduled+15
Purchase $12.8M (p95–p99)+26
CEO/CFO+20
4 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction100
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
NUTTALL SCOTT C
Common Stock
Co-Chief Executive Officer P Purchase 3 lines combined 125,000 $102.66 wtd avg $12.8M
Since buy $89.22 — -13.1% ▼
vs SPY +11.7%
245 days held · as of Oct 20
2026-02-17 Unscheduled
100
Open-market purchase+25
Unscheduled+15
Purchase $12.8M (p95–p99)+26
CEO/CFO+20
4 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction100
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
BAE JOSEPH Y
Common Stock
Co-Chief Executive Officer P Purchase 4 lines combined 125,000 $102.19 wtd avg $12.8M
Since buy $89.22 — -12.7% ▼
vs SPY +11.7%
245 days held · as of Oct 20
2026-02-17 Unscheduled
98
Open-market purchase+25
Unscheduled+15
Purchase $22.8M (p95–p99)+26
CEO/CFO+20
2 other insider(s) bought within 30d+12
High conviction98
Measures how rare and deliberate this 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 2 lines combined 844,130 $26.98 wtd avg $22.8M
Since buy $26.47 — -1.9% ▼
vs SPY -2.2%
7 days held · as of Oct 20
2026-10-13 Unscheduled
98
Open-market purchase+25
Unscheduled+15
Purchase $10.6M (p90–p95)+20
CEO/CFO+20
4 other insider(s) bought within 30d+18
High conviction98
Measures how rare and deliberate this 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 2 lines combined 450,000 $23.48 wtd avg $10.6M
Since buy $26.47 — +12.8% ▲
vs SPY -0.4%
21 days held · as of Oct 20
2026-09-29 Unscheduled
98
Open-market purchase+25
Unscheduled+15
Purchase $3.7M (p90–p95)+20
CEO/CFO+20
3 other insider(s) bought within 30d+18
High conviction98
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
NSP
SARVADI PAUL J
Common Stock
DirectorChairman of the Board & CEO P Purchase 160,000 $23.22 wtd avg $3.72M
Since buy $49.04 — +111.2% ▲
vs SPY +15.3%
215 days held · as of Oct 19
2026-03-18 Unscheduled
98
Open-market purchase+25
Unscheduled+15
Purchase $4.4M (p90–p95)+20
CEO/CFO+20
4 other insider(s) bought within 30d+18
High conviction98
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
NUTTALL SCOTT C
Common Stock
Co-Chief Executive Officer P Purchase 50,000 $87.81 wtd avg $4.39M
Since buy $89.22 — +1.6% ▲
vs SPY +11.2%
235 days held · as of Oct 20
2026-02-27 Unscheduled
98
Open-market purchase+25
Unscheduled+15
Purchase $4.4M (p90–p95)+20
CEO/CFO+20
4 other insider(s) bought within 30d+18
High conviction98
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
BAE JOSEPH Y
Common Stock
Co-Chief Executive Officer P Purchase 50,000 $88.56 wtd avg $4.43M
Since buy $89.22 — +0.7% ▲
vs SPY +11.2%
235 days held · as of Oct 20
2026-02-27 Unscheduled
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
95
Open-market purchase+25
Unscheduled+15
Purchase $15.0M (p95–p99)+26
Director+7
10 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction95
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
QNT
Barron Hal
Class A Common Stock
Director P Purchase 250,000 $60.00 $15.0M
Since buy $34.93 — -41.8% ▼
vs SPY +3.2%
136 days held · as of Oct 19
2026-06-05 Unscheduled
95
Open-market purchase+25
Unscheduled+15
Purchase $12.6M (p95–p99)+26
Director+7
6 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction95
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
NCLH
PAGLIUCA STEPHEN G
Common Stock
Director P Purchase 695,000 $18.16 $12.6M
Since buy $15.24 — -16.1% ▼
vs SPY +0.3%
140 days held · as of Oct 19
2026-06-01 Unscheduled
95
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
3 other insider(s) bought within 30d+18
224d since last purchase+5
High conviction95
Measures how rare and deliberate this 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 Joey
Common Shares
DirectorPRESIDENT & CEO P Purchase 13,295 $75.41 wtd avg $1.00M
Since buy $67.08 — -11.0% ▼
vs SPY +1.7%
159 days held · as of Oct 20
2026-05-14 Unscheduled
94
Open-market purchase+25
Unscheduled+15
Purchase $2.5M (p75–p90)+12
CEO/CFO+20
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction94
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
APTV
CLARK KEVIN P
Ordinary Shares
Chair and CEO P Purchase 51,190 $48.89 wtd avg $2.50M
Since buy $45.13 — -7.7% ▼
vs SPY -1.5%
71 days held · as of Oct 20
2026-08-10 Unscheduled
94
Open-market purchase+25
Unscheduled+15
Purchase $2.5M (p75–p90)+12
CEO/CFO+20
6 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction94
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
NCLH
CHIDSEY JOHN
Common Stock
DirectorPresident and CEO P Purchase 153,000 $16.37 $2.50M
Since buy $15.24 — -6.9% ▼
vs SPY +2.0%
150 days held · as of Oct 19
2026-05-22 Unscheduled
94
Open-market purchase+25
Unscheduled+15
Purchase $2.0M (p75–p90)+12
CEO/CFO+20
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction94
Measures how rare and deliberate this 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
Emanuel Ariel
Class A Common Stock
Chief Executive Officer P Purchase 2 lines combined 10,805 $185.09 wtd avg $2.00M
Since buy $179.64 — -2.9% ▼
vs SPY +2.5%
160 days held · as of Oct 20
2026-05-13 Unscheduled
94
Open-market purchase+25
Unscheduled+15
Purchase $6.4M (p90–p95)+20
Named officer+12
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction94
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
MRP
Richman Darren
Class A Common Stock
See Remarks P Purchase 2 lines combined 235,000 $27.31 wtd avg $6.42M
Since buy $23.46 — -14.1% ▼
vs SPY +2.9%
162 days held · as of Oct 20
2026-05-11 Unscheduled
94
Open-market purchase+25
Unscheduled+15
Purchase $1.2M (p75–p90)+12
CEO/CFO+20
4 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction94
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
CHTR
Winfrey Christopher L
Class A Common Stock
DirectorPresident and CEO P Purchase 2 lines combined 6,936 $172.23 wtd avg $1.19M
Since buy $109.95 — -36.2% ▼
vs SPY +6.9%
175 days held · as of Oct 20
2026-04-28 Unscheduled
94
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction94
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
SKWD
Robinson Andrew S
Common Stock
Chairman & CEO, Skyward Group P Purchase 2 lines combined 22,100 $46.76 wtd avg $1.03M
Since buy $61.65 — +31.8% ▲
vs SPY +11.2%
235 days held · as of Oct 20
2026-02-27 Unscheduled
94
Open-market purchase+25
Unscheduled+15
Purchase $2.5M (p75–p90)+12
CEO/CFO+20
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction94
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
CSGP
FLORANCE ANDREW C
Common Stock, par value $0.01 per share
DirectorPresident and CEO P Purchase 55,720 $44.52 $2.48M
Since buy $33.05 — -25.8% ▼
vs SPY +11.2%
235 days held · as of Oct 20
2026-02-27 Unscheduled
92
Open-market purchase+25
Unscheduled+15
Purchase $10.8M (p90–p95)+20
CEO/CFO+20
2 other insider(s) bought within 30d+12
High conviction92
Measures how rare and deliberate this 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 $21.60 wtd avg $10.8M
Since buy $26.47 — +22.5% ▲
vs SPY +11.3%
272 days held · as of Oct 20
2026-01-21 Unscheduled
90
Open-market purchase+25
Unscheduled+15
Purchase $10.0M (p90–p95)+20
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
High conviction90
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
UBER
KHOSROWSHAHI DARA
Common Stock
DirectorChief Executive Officer P Purchase 141,000 $70.96 wtd avg $10.0M
Since buy $68.93 — -2.9% ▼
vs SPY +0.4%
40 days held · as of Oct 20
2026-09-10 Unscheduled
90
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
987d since last purchase — rare re-entry+18
High conviction90
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
ALK
MINICUCCI BENITO
COMMON STOCK
DirectorCEO AND PRESIDENT P Purchase 25,000 $40.06 wtd avg $1.00M
Since buy $34.52 — -13.8% ▼
vs SPY -0.2%
61 days held · as of Oct 20
2026-08-20 Unscheduled
90
Open-market purchase+25
Unscheduled+15
Purchase $4.9M (p90–p95)+20
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
High conviction90
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
MTN
KATZ ROBERT A
Common Stock
DirectorCEO & Chairperson of the Board P Purchase 37,500 $131.81 wtd avg $4.94M
Since buy $150.97 — +14.5% ▲
vs SPY +14.0%
217 days held · as of Oct 19
2026-03-16 Unscheduled
90
Open-market purchase+25
Unscheduled+15
Purchase $58M (top 1%)+30
CEO/CFO+20
High conviction90
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
TTD
Green Jeffrey Terry
Class A Common Stock
DirectorPresident and CEO10% owner P Purchase 2,314,304 $25.08 wtd avg $58.0M
Since buy $12.64 — -49.6% ▼
vs SPY +11.4%
230 days held · as of Oct 20
2026-03-04 Unscheduled
90
Open-market purchase+25
Unscheduled+15
Purchase $48.0M (p95–p99)+26
CEO/CFO+20
First purchase in our history+4
High conviction90
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
TTD
Green Jeffrey Terry
Class A Common Stock
DirectorPresident and CEO10% owner P Purchase 2 lines combined 2,000,000 $23.98 wtd avg $48.0M
Since buy $12.64 — -47.3% ▼
vs SPY +11.2%
232 days held · as of Oct 20
2026-03-02 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $5.0M (p90–p95)+20
Director+7
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
APTV
MEISTER PAUL M
Ordinary Shares
Director P Purchase 105,631 $47.33 $5.00M
Since buy $45.13 — -4.7% ▼
vs SPY -1.2%
76 days held · as of Oct 20
2026-08-05 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $4.0M (p90–p95)+20
Director+7
10 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
QNT
JIMENEZ JOSEPH
Class A Common Stock
Director P Purchase 66,665 $60.00 $4.00M
Since buy $34.93 — -41.8% ▼
vs SPY +3.2%
136 days held · as of Oct 19
2026-06-05 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $5.0M (p90–p95)+20
Director+7
7 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
GEHC
CULP H LAWRENCE JR
Common Stock, par value $0.01 per share
Director P Purchase 80,805 $61.88 wtd avg $5.00M
Since buy $70.20 — +13.4% ▲
vs SPY +3.7%
167 days held · as of Oct 20
2026-05-06 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $5.6M (p90–p95)+20
Director+7
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
LW
JANA Partners Management, LP
Common Stock, par value $1.00 per share ("Common Stock")
DirectorSee Remarks P Purchase 136,000 $40.89 wtd avg $5.56M
Since buy $53.44 — +30.7% ▲
vs SPY +15.4%
195 days held · as of Oct 19
2026-04-07 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $9.2M (p90–p95)+20
Director+7
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
ALKT
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. +8 more
Common Stock, par value $0.001 per share ("Common Stock")
Director10% owner P Purchase 500,000 $18.33 $9.16M
Since buy $14.01 — -23.6% ▼
vs SPY +14.5%
221 days held · as of Oct 19
2026-03-12 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $5.3M (p90–p95)+20
Director+7
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
VSNT
NOVAK DAVID C
Class A Common Stock
Director P Purchase 143,000 $36.85 $5.27M
Since buy $31.73 — -13.9% ▼
vs SPY +12.0%
229 days held · as of Oct 20
2026-03-05 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $4.5M (p90–p95)+20
Director+7
4 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
Cohler Matt
Common Stock
Director P Purchase 43,872 $102.90 wtd avg $4.51M
Since buy $89.22 — -13.3% ▼
vs SPY +11.7%
245 days held · as of Oct 20
2026-02-17 Unscheduled
89
Open-market purchase+25
Unscheduled+15
Purchase $5.2M (p90–p95)+20
Director+7
4 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction89
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
BARAKETT TIMOTHY R
Common Stock
Director P Purchase 50,000 $104.93 wtd avg $5.25M
Since buy $89.22 — -15.0% ▼
vs SPY +9.9%
253 days held · as of Oct 20
2026-02-09 Unscheduled
88
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction88
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
PFE
BOURLA ALBERT
Common Stock
DirectorChairman & CEO P Purchase 38,000 $26.34 $1.00M
Since buy $30.14 — +14.4% ▲
vs SPY -1.5%
69 days held · as of Oct 20
2026-08-12 Unscheduled
88
Open-market purchase+25
Unscheduled+15
Purchase $2.2M (p75–p90)+12
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction88
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
ONON
Coppetti Caspar Felix
Class A Shares
Executive Officer & Co-CEO P Purchase 2 lines combined 60,000 $36.64 wtd avg $2.20M
Since buy $35.42 — -3.3% ▼
vs SPY +1.7%
159 days held · as of Oct 20
2026-05-14 Unscheduled
88
Open-market purchase+25
Unscheduled+15
Purchase $2.2M (p75–p90)+12
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction88
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
ONON
Allemann David Michael
Class A Shares
Executive Officer & Co-CEO P Purchase 2 lines combined 60,000 $36.63 wtd avg $2.20M
Since buy $35.42 — -3.3% ▼
vs SPY +1.7%
159 days held · as of Oct 20
2026-05-14 Unscheduled
88
Open-market purchase+25
Unscheduled+15
Purchase $1.4M (p75–p90)+12
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction88
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
FCN
Gunby Steven Henry
Common Stock
DirectorCEO, Chairman and President P Purchase 2 lines combined 10,000 $144.17 wtd avg $1.44M
Since buy $150.68 — +4.5% ▲
vs SPY +2.5%
160 days held · as of Oct 20
2026-05-13 Unscheduled
88
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction88
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
OLED
ABRAMSON STEVEN V
Common Stock
President and CEO P Purchase 3 lines combined 11,000 $93.43 wtd avg $1.03M
Since buy $82.09 — -12.1% ▼
vs SPY +4.0%
166 days held · as of Oct 20
2026-05-07 Unscheduled
88
Open-market purchase+25
Unscheduled+15
Purchase $1.1M (p75–p90)+12
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction88
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
SPGI
Clay Catherine R
Common Stock
CEO, S&P Dow Jones Indices P Purchase 2,500 $431.39 $1.08M
Since buy $438.21 — +7.4% ▲
vs SPY +5.6%
172 days held · as of Oct 20
2026-05-01 Unscheduled
88
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction88
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
SOFI
Noto Anthony
Common Stock
DirectorChief Executive Officer P Purchase 56,000 $17.88 wtd avg $1.00M
Since buy $14.68 — -17.9% ▼
vs SPY +11.2%
232 days held · as of Oct 20
2026-03-02 Unscheduled
86
Open-market purchase+25
Unscheduled+15
Purchase $42.1M (p95–p99)+26
CEO/CFO+20
High conviction86
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
TTD
Green Jeffrey Terry
Class A Common Stock
DirectorPresident and CEO10% owner P Purchase 1,685,696 $24.97 wtd avg $42.1M
Since buy $12.64 — -49.4% ▼
vs SPY +12.1%
231 days held · as of Oct 20
2026-03-03 Unscheduled
85
Open-market purchase+25
Unscheduled+15
Purchase $35.1M (p95–p99)+26
Director+7
2 other insider(s) bought within 30d+12
High conviction85
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
PAM
Mindlin Marcos Marcelo
American Depositary shares
Director10% owner P Purchase 435,000 $80.78 $35.1M
Since buy $78.07 — -3.4% ▼
vs SPY -1.5%
5 days held · as of Oct 20
2026-10-15 Unscheduled
85
Open-market purchase+25
Unscheduled+15
Purchase $12.4M (p90–p95)+20
Director+7
6 other insider(s) bought within 30d+18
High conviction85
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
NCLH
PAGLIUCA STEPHEN G
Common Stock
Director P Purchase 685,000 $18.06 $12.4M
Since buy $15.24 — -15.6% ▼
vs SPY +0.2%
139 days held · as of Oct 19
2026-06-02 Unscheduled
85
Open-market purchase+25
Unscheduled+15
Purchase $4.2M (p90–p95)+20
Director+7
3 other insider(s) bought within 30d+18
High conviction85
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
LW
JANA Partners Management, LP
Common Stock, par value $1.00 per share ("Common Stock")
DirectorSee Remarks P Purchase 100,000 $42.12 $4.21M
Since buy $53.44 — +26.9% ▲
vs SPY +10.9%
189 days held · as of Oct 19
2026-04-13 Unscheduled
85
Open-market purchase+25
Unscheduled+15
Purchase $4.1M (p90–p95)+20
Director+7
3 other insider(s) bought within 30d+18
High conviction85
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
LW
JANA Partners Management, LP
Common Stock
DirectorSee Remarks P Purchase 100,000 $41.41 $4.14M
Since buy $53.44 — +29.1% ▲
vs SPY +12.6%
194 days held · as of Oct 19
2026-04-08 Unscheduled
85
Open-market purchase+25
Unscheduled+15
Purchase $9.2M (p90–p95)+20
Director+7
3 other insider(s) bought within 30d+18
High conviction85
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
ALKT
GENERAL ATLANTIC, L.P. +9 more
Common Stock, par value $0.001 per share ("Common Stock")
Director10% owner P Purchase 500,000 $18.33 $9.16M
Since buy $14.01 — -23.6% ▼
vs SPY +14.5%
221 days held · as of Oct 19
2026-03-12 Unscheduled
85
Open-market purchase+25
Unscheduled+15
Purchase $4.7M (p90–p95)+20
Director+7
4 other insider(s) bought within 30d+18
High conviction85
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
BARAKETT TIMOTHY R
Common Stock
Director P Purchase 50,000 $94.47 wtd avg $4.72M
Since buy $89.22 — -5.6% ▼
vs SPY +11.4%
230 days held · as of Oct 20
2026-03-04 Unscheduled
84
Open-market purchase+25
Unscheduled+15
Purchase $10.0M (p90–p95)+20
CEO/CFO+20
First purchase in our history+4
High conviction84
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
INTC
TAN LIP BU
Common Stock
DirectorCEO P Purchase 105,263 $95.00 $10.0M
Since buy $91.61 — -3.6% ▼
vs SPY -1.2%
70 days held · as of Oct 20
2026-08-11 Unscheduled
84
Open-market purchase+25
Unscheduled+15
Purchase $7.6M (p90–p95)+20
CEO/CFO+20
First purchase in our history+4
High conviction84
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
WCN
MITTELSTAEDT RONALD J
Common Shares
President & CEO P Purchase 50,000 $152.24 $7.61M
Since buy $169.48 — +11.3% ▲
vs SPY +3.1%
161 days held · as of Oct 20
2026-05-12 Unscheduled
84
Open-market purchase+25
Unscheduled+15
Purchase $5.0M (p90–p95)+20
CEO/CFO+20
First purchase in our history+4
High conviction84
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KHC
CAHILLANE STEVEN A
Common Stock
DirectorChief Executive Officer P Purchase 213,106 $23.46 wtd avg $5.00M
Since buy $23.83 — +1.6% ▲
vs SPY +3.1%
161 days held · as of Oct 20
2026-05-12 Unscheduled
84
Open-market purchase+25
Unscheduled+15
Purchase $10.0M (p90–p95)+20
CEO/CFO+20
First purchase in our history+4
High conviction84
Measures how rare and deliberate this 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
Arora Nikesh
Common Stock
Chief Executive Officer P Purchase 2 lines combined 68,085 $146.87 wtd avg $10.0M
Since buy $340.28 — +131.7% ▲
vs SPY +20.0%
207 days held · as of Oct 20
2026-03-27 Unscheduled
83
Open-market purchase+25
Unscheduled+15
Purchase $25.0M (p95–p99)+26
Director+7
1 other insider(s) bought within 30d+6
First purchase in our history+4
High conviction83
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
PSA
Mitra Shankh
OP Options
Director P Purchase 561,293 $44.54 $25.0M — 2026-02-20 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
Named officer+12
5532d since last purchase — rare re-entry+18
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.
IIPR
Gold Alan D
9.25% Series B Cumulative Redeemable Preferred Stock
DirectorEXECUTIVE CHAIRMAN P Purchase 40,000 $25.00 $1.00M — 2026-10-08 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
Director+7
4 other insider(s) bought within 30d+18
228d since last purchase+5
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.
GME
Cheng Lawrence
Class A Common Stock
Director P Purchase 55,000 $18.80 $1.03M
Since buy $26.47 — +40.8% ▲
vs SPY -0.7%
42 days held · as of Oct 20
2026-09-08 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $5.3M (p90–p95)+20
Named officer+12
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
UBER
Macdonald Andrew
Common Stock
See Remarks P Purchase 2 lines combined 70,000 $75.83 wtd avg $5.31M
Since buy $68.93 — -9.1% ▼
vs SPY -1.2%
46 days held · as of Oct 20
2026-09-04 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
ELV
BOUDREAUX GAIL
Common Stock
DirectorPresident and CEO P Purchase 2 lines combined 2,725 $367.79 wtd avg $1.00M
Since buy $439.70 — +19.6% ▲
vs SPY +2.3%
95 days held · as of Oct 20
2026-07-17 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
CXT
Saak Aaron W
COMMON STOCK
DirectorCEO P Purchase 24,000 $42.13 wtd avg $1.01M
Since buy $55.88 — +32.6% ▲
vs SPY +2.6%
130 days held · as of Oct 20
2026-06-12 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $1.4M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
UPST
Gu Paul
Common Stock
DirectorChief Executive Officer P Purchase 50,000 $27.50 $1.38M
Since buy $23.65 — -14.0% ▼
vs SPY +2.5%
160 days held · as of Oct 20
2026-05-13 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $1.0M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
PODD
McEvoy Ashley
Common Stock
DirectorPresident and CEO P Purchase 4,300 $239.35 wtd avg $1.03M
Since buy $142.64 — -40.4% ▼
vs SPY +10.7%
242 days held · as of Oct 20
2026-02-20 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $3.1M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
MSCI
Fernandez Henry A
Common Stock
DirectorChairman and CEO P Purchase 6,000 $524.18 wtd avg $3.15M
Since buy $592.17 — +13.0% ▲
vs SPY +11.9%
249 days held · as of Oct 20
2026-02-13 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $1.2M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
TDG
Lisman Michael
Common Stock
President & CEO P Purchase 950 $1,284.26 $1.22M
Since buy $1,141.91 — -11.1% ▼
vs SPY +10.5%
256 days held · as of Oct 20
2026-02-06 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $2.0M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
IP
Silvernail Andrew K
Common Stock
Chief Executive Officer P Purchase 50,000 $39.98 wtd avg $2.00M
Since buy $33.76 — -15.6% ▼
vs SPY +10.3%
263 days held · as of Oct 20
2026-01-30 Unscheduled
82
Open-market purchase+25
Unscheduled+15
Purchase $2.0M (p75–p90)+12
CEO/CFO+20
1 other insider(s) bought within 30d+6
First purchase in our history+4
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.
ABT
Ford Robert B
Common shares without par value
CHAIRMAN AND CEO P Purchase 18,800 $107.13 wtd avg $2.01M
Since buy $102.61 — -4.2% ▼
vs SPY +10.7%
270 days held · as of Oct 20
2026-01-23 Unscheduled
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
81
Open-market purchase+25
Unscheduled+15
Purchase $2.2M (p75–p90)+12
Director+7
5 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction81
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
DKS
Barrenechea Mark J
Common Stock, par value $0.01 per share
Director P Purchase 17,000 $130.72 wtd avg $2.22M
Since buy $143.08 — +9.5% ▲
vs SPY -1.3%
54 days held · as of Oct 20
2026-08-27 Unscheduled
81
Open-market purchase+25
Unscheduled+15
Purchase $1.2M (p75–p90)+12
Director+7
10 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction81
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
QNT
BHATIA MANISH H
Class A Common Stock
Director P Purchase 20,000 $60.00 $1.20M
Since buy $34.93 — -41.8% ▼
vs SPY +3.2%
136 days held · as of Oct 19
2026-06-05 Unscheduled
81
Open-market purchase+25
Unscheduled+15
Purchase $2.0M (p75–p90)+12
Director+7
5 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction81
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
SHAK
Meyer Daniel Harris
Class A Common Stock, par value $0.001 per share
Director10% owner P Purchase 32,258 $61.88 wtd avg $2.00M
Since buy $71.87 — +16.1% ▲
vs SPY +2.9%
157 days held · as of Oct 19
2026-05-15 Unscheduled
81
Open-market purchase+25
Unscheduled+15
Purchase $1.4M (p75–p90)+12
Director+7
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction81
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
CHTR
Ramos Mauricio
Class A Common Stock
Director P Purchase 9,929 $140.93 wtd avg $1.40M
Since buy $109.95 — -22.0% ▼
vs SPY +2.9%
158 days held · as of Oct 20
2026-05-15 Unscheduled
81
Open-market purchase+25
Unscheduled+15
Purchase $1.1M (p75–p90)+12
Director+7
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction81
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
NKE
COOK TIMOTHY D
Class B Common Stock
Director P Purchase 25,000 $42.43 wtd avg $1.06M
Since buy $37.86 — -10.8% ▼
vs SPY +12.0%
193 days held · as of Oct 20
2026-04-10 Unscheduled
81
Open-market purchase+25
Unscheduled+15
Purchase $2.0M (p75–p90)+12
Director+7
4 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction81
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
KKR
Dillon Mary N
Common Stock
Director P Purchase 22,225 $90.96 wtd avg $2.02M
Since buy $89.22 — -1.9% ▼
vs SPY +11.2%
232 days held · as of Oct 20
2026-03-02 Unscheduled
81
Open-market purchase+25
Unscheduled+15
Purchase $1.1M (p75–p90)+12
Director+7
3 other insider(s) bought within 30d+18
First purchase in our history+4
High conviction81
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
NMFC
KLINSKY STEVEN B
Common Stock
Director P Purchase 2 lines combined 138,002 $7.69 wtd avg $1.06M
Since buy $6.61 — -14.1% ▼
vs SPY +11.2%
234 days held · as of Oct 19
2026-02-27 Unscheduled
80
Open-market purchase+25
Unscheduled+15
Purchase $1.2M (p75–p90)+12
Named officer+12
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction80
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
PAM
Mindlin Damian Miguel
American Depositary shares
Vicepresident P Purchase 15,000 $77.63 $1.16M
Since buy $78.07 — +0.6% ▲
vs SPY -0.6%
22 days held · as of Oct 20
2026-09-28 Unscheduled
80
Open-market purchase+25
Unscheduled+15
Purchase $2.0M (p75–p90)+12
Named officer+12
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction80
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
ACI
Moriarty Thomas M
Class A common stock, par value $0.01
EVP, M&A and Corporate Affairs P Purchase 170,500 $11.51 $1.96M
Since buy $13.47 — +17.0% ▲
vs SPY +3.0%
85 days held · as of Oct 20
2026-07-27 Unscheduled
80
Open-market purchase+25
Unscheduled+15
Purchase $7.9M (p90–p95)+20
CEO/CFO+20
High conviction80
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
NSP
SARVADI PAUL J
Common Stock
DirectorChairman of the Board & CEO P Purchase 233,000 $34.05 wtd avg $7.93M
Since buy $49.04 — +44.0% ▲
vs SPY +0.9%
138 days held · as of Oct 19
2026-06-03 Unscheduled
80
Open-market purchase+25
Unscheduled+15
Purchase $2.2M (p75–p90)+12
Named officer+12
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction80
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
ONON
Bernhard Olivier
Class A Shares
Executive Officer P Purchase 2 lines combined 60,000 $36.63 wtd avg $2.20M
Since buy $35.42 — -3.3% ▼
vs SPY +1.7%
159 days held · as of Oct 20
2026-05-14 Unscheduled
80
Open-market purchase+25
Unscheduled+15
Purchase $1.8M (p75–p90)+12
Named officer+12
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction80
Measures how rare and deliberate this 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
Shah Dharmesh
Common Stock
Chief Technology Officer P Purchase 10,000 $181.37 wtd avg $1.81M
Since buy $250.76 — +38.3% ▲
vs SPY +3.1%
161 days held · as of Oct 20
2026-05-12 Unscheduled
80
Open-market purchase+25
Unscheduled+15
Purchase $1.2M (p75–p90)+12
Named officer+12
2 other insider(s) bought within 30d+12
First purchase in our history+4
High conviction80
Measures how rare and deliberate this trade is — not expected return. Tested against post-filing returns (median 113-day hold): the bands showed no short-horizon edge. Longer horizons untested.
POOL
St Romain Kenneth G
Common Stock
Senior Vice President P Purchase 2 lines combined 5,560 $218.67 wtd avg $1.22M
Since buy $171.60 — -21.5% ▼
vs SPY +11.8%
239 days held · as of Oct 20
2026-02-23 Unscheduled
M&A
Control / M&A transaction
10% holder with no board/officer role — fund or sponsor ($1,000M). Shown for information — a buyout is real news — but excluded from the conviction ranking.
RIVN
VOLKSWAGEN AG +1 more
Class A common stock, par value $0.001 per share
10% owner P Purchase 62,889,522 $15.90 $999.9M
Since buy $12.43 — -21.8% ▼
vs SPY +5.9%
173 days held · as of Oct 20
2026-04-30 Unscheduled
M&A
Control / M&A transaction
institutional filer ($550M) — a strategic stake, not an individual. Shown for information — a buyout is real news — but excluded from the conviction ranking.
LCID
PUBLIC INVESTMENT FUND +1 more
Series C Convertible Preferred Stock
Director10% owner P Purchase 55,000 $10,000.00 $550.0M — 2026-04-28 Unscheduled
M&A
Control / M&A transaction
institutional filer ($310M) — a strategic stake, not an individual. Shown for information — a buyout is real news — but excluded from the conviction ranking.
JEF
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Common Stock
Director P Purchase 6,429,337 $48.22 $310.0M
Since buy $43.60 — -9.6% ▼
vs SPY +5.6%
171 days held · as of Oct 19
2026-05-01 Unscheduled
M&A
Control / M&A transaction
institutional filer ($154M) — a strategic stake, not an individual. Shown for information — a buyout is real news — but excluded from the conviction ranking.
KOD
BAKER BROS. ADVISORS LP +5 more
Common Stock
Director10% owner P Purchase 76 lines combined 1,908,029 $80.77 wtd avg $154.1M
Since buy $92.97 — +15.1% ▲
vs SPY -0.6%
22 days held · as of Oct 20
2026-09-28 Unscheduled
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.
NFE
Strategic Value Partners, LLC +5 more
Series A Mandatorily Convertible Preferred Stock
10% owner P Purchase 4 lines combined 60,000 $490.00 wtd avg $29.4M — 2026-09-14 Unscheduled
M&A
Control / M&A transaction
2 large filings on the same ticker & date — deal structure. Shown for information — a buyout is real news — but excluded from the conviction ranking.
ALKT
GENERAL ATLANTIC, L.P. +9 more
Common Stock
Director10% owner P Purchase 1,103,749 $17.56 $19.4M
Since buy $14.01 — -20.2% ▼
vs SPY +12.7%
223 days held · as of Oct 19
2026-03-10 Unscheduled
M&A
Control / M&A transaction
2 large filings on the same ticker & date — deal structure. Shown for information — a buyout is real news — but excluded from the conviction ranking.
ALKT
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. +7 more
Common Stock
Director10% owner P Purchase 1,103,749 $17.56 $19.4M
Since buy $14.01 — -20.2% ▼
vs SPY +12.7%
223 days held · as of Oct 19
2026-03-10 Unscheduled
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.
NFE
King Street Capital Management GP, L.L.C. +2 more
Series A Mandatorily Convertible Preferred Stock
10% owner P Purchase 4 lines combined 43,846 $431.68 wtd avg $18.9M — 2026-09-30 Unscheduled
M&A
Control / M&A transaction
2 large filings on the same ticker & date — deal structure. Shown for information — a buyout is real news — but excluded from the conviction ranking.
ALKT
GENERAL ATLANTIC, L.P. +9 more
Common Stock
Director10% owner P Purchase 900,000 $18.41 $16.6M
Since buy $14.01 — -23.9% ▼
vs SPY +12.8%
222 days held · as of Oct 19
2026-03-11 Unscheduled
M&A
Control / M&A transaction
2 large filings on the same ticker & date — deal structure. Shown for information — a buyout is real news — but excluded from the conviction ranking.
ALKT
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. +7 more
Common Stock
Director10% owner P Purchase 900,000 $18.41 $16.6M
Since buy $14.01 — -23.9% ▼
vs SPY +12.8%
222 days held · as of Oct 19
2026-03-11 Unscheduled
M&A
Control / M&A transaction
institutional filer ($15M) — a strategic stake, not an individual. Shown for information — a buyout is real news — but excluded from the conviction ranking.
ALKT
GENERAL ATLANTIC, L.P. +9 more
Common Stock, par value $0.001 per share ("Common Stock")
Director10% owner P Purchase 842,266 $17.35 $14.6M
Since buy $14.01 — -19.3% ▼
vs SPY +12.5%
224 days held · as of Oct 19
2026-03-09 Unscheduled
M&A
Control / M&A transaction
institutional filer ($15M) — a strategic stake, not an individual. Shown for information — a buyout is real news — but excluded from the conviction ranking.
ALKT
GENERAL ATLANTIC GENPAR (BERMUDA), L.P. +7 more
Common Stock, par value $0.001 per share ("Common Stock")
Director10% owner P Purchase 842,266 $17.35 $14.6M
Since buy $14.01 — -19.3% ▼
vs SPY +12.5%
224 days held · as of Oct 19
2026-03-09 Unscheduled