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Desk brief

AI Sep 17

Corporate insiders dominated a heavily sell-skewed session, while seven-day cluster selling stood out across several stocks.

Selling dominated the session — The session logged 1,897 filings: 247 buys worth about $380.4M versus 1,650 sells worth about $2.6B. Corporate insiders accounted for 1,880 filings across 471 tickers, compared with 17 congressional filings.
Multiple stocks saw insider clusters — Cluster selling was detected in ZS, where 6 insiders sold about $4.9M, and CRWV, where 4 insiders sold about $72.9M. Other multi-insider selling appeared in IOT, EBAY, TALO, AI, AMAL and NTNX. ZS CRWV IOT EBAY TALO AI AMAL NTNX
XBP drew concentrated buying — XBP was the notable cluster-buying name: 5 insiders bought about $2.4M. Jonovic Andrej was also flagged for an executive purchase of about $89.1K in XBP. XBP Jonovic Andrej
TYRA purchase led buying scale — Over the past 14 days, Ra Capital Management, L.p. made the largest reported purchase, buying about $200.0M of TYRA. RSG led the bought-value list at about $572.7M across 2 filers, while APGE led sold value at about $1.1B across 9 filers. TYRA RSG APGE L.p. Ra Capital Management

The tape to monitor was the contrast between concentrated XBP buying and the broader cluster selling in ZS, CRWV, EBAY, TALO and AMAL. The 14-day totals remained heavily sell-skewed, with about $8.3B sold versus $1.5B bought.

AI-generated from the filings on this page — not financial advice.

Filings · Sep 17
1923

Latest about 23 hours ago

Disclosed buying · 14d
$1.46B

1143 purchases across 1487 tickers

Disclosed selling · 14d
$8.28B

6840 sales and dispositions

Tape lean · 14d
Heavy selling

Largest buy: TYRA $199.99M

Disclosure flow

Value filed per session · last 60 days

Where the money went

By disclosed value · 14 days · click a bar for the filings
Most bought
Most sold

Signals

Fixed rules over the last 21 days — see each card for why it fired
Cluster selling TVTX
8 insiders sold $66.34M about 24 hours ago
Cluster selling NTRA
5 insiders sold $62.97M about 24 hours ago
Cluster buying TENX
4 insiders bought $3.12M about 24 hours ago
Cluster selling RBRK
3 insiders sold $7.05M about 24 hours ago
Cluster selling PAYS
4 insiders sold $3.73M 1 day ago
Cluster selling PL
3 insiders sold $6.26M 1 day ago
Cluster selling ORCL
6 insiders sold $14.48M 1 day ago
Cluster selling NTNX
4 insiders sold $28.75M 1 day ago
Cluster selling CRWD
4 insiders sold $75.54M 1 day ago
Cluster selling ZS
6 insiders sold $4.93M 1 day ago
Cluster selling CRWV
4 insiders sold $110.93M 1 day ago
Cluster selling IOT
4 insiders sold $4.92M 1 day ago

Disclosure sentiment

Who is buying against who is selling · 90 days · −100 to +100
Accumulation
AMR 26 buys · 0 sells +100
AAT 18 buys · 0 sells +100
RCG 55 buys · 0 sells +100
SUJA 22 buys · 0 sells +100
DLHC 45 buys · 0 sells +100
UUU 32 buys · 0 sells +100
Distribution
DELL 0 buys · 936 sells -100
UTHR 0 buys · 517 sells -100
CRWV 0 buys · 795 sells -100
SE 0 buys · 516 sells -100
STX 0 buys · 309 sells -100
CHYM 0 buys · 317 sells -100

Bullish and bearish sectors

Net disclosed value · 30 days

Buying extends right, selling left. A company in more than one industry counts in each.

69,830 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Sep 15, 2026 1-day lag Sale Sep 14, 2026 Common Stock Mesa Nilda Insider Director 130 shares @ $505.79 Direct ownership $65.75K SEC Form 4
Same filing as the row above Exercise Sep 14, 2026 Stock Option on Common Stock 130 shares @ $0 Direct ownership $0
Sep 15, 2026 Same-day filing Award Sep 15, 2026 COMMON CLASS Freeman Thomas E. Insider Director 70 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 4-day lag Gift Sep 11, 2026 Common Stock Grabe William O Insider Director 672 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 75-day lag Sale Jul 2, 2026 Common Stock Miller Timothy William Insider Vice President, Sales 1,000 shares @ $1 Direct ownership $1K SEC Form 4
Sep 15, 2026 3-day lag Award Sep 12, 2026 Common Stock, $0.01 par value Conacher Lionel F. Insider Interim CEO 23,437 shares @ $0.64 Direct ownership $15K SEC Form 4
Sep 15, 2026 4-day lag Sale Sep 11, 2026 Class A Common Shares (as defined in Exhibit ... Control Empresarial De Capitales ... Insider Ten Percent Owner / Other 150,000 shares @ $80.6 Direct ownership $12.09M SEC Form 4
Sep 15, 2026 1-day lag Buy Sep 14, 2026 Common Stock Equels Thomas K Insider CEO & President 5,900 shares @ $0.22 Direct ownership $1.29K SEC Form 4
Sep 15, 2026 4-day lag Gift Sep 11, 2026 Common Stock Higgins Jack Insider Chief Scientific Officer 8,800 shares @ $0 Direct ownership $0 SEC Form 4
Same filing as the row above Exercise Sep 11, 2026 18,000 shares @ $1.35 Direct ownership $24.3K
Same filing as the row above Exercise Sep 11, 2026 Employee Stock Option (right to buy) on Common Stock 18,000 shares @ $0 Direct ownership $0
Same filing as the row above Sale Sep 11, 2026 Common Stock 13,200 shares @ $25.32 Direct ownership $334.22K
Sep 15, 2026 4-day lag Exercise Sep 11, 2026 Stock Option (Right to Buy) on Common Stock Bitterman Kevin Insider Director 10,000 shares @ $0 Direct ownership $0 SEC Form 4
Same filing as the row above Sale Sep 11, 2026 Common Stock 27,136 shares @ $70.11 Direct ownership $1.9M
Same filing as the row above Exercise Sep 11, 2026 7,136 shares @ $45.69 Direct ownership $326.04K
Same filing as the row above Exercise Sep 11, 2026 10,000 shares @ $38.85 Direct ownership $388.5K
Same filing as the row above Exercise Sep 11, 2026 10,000 shares @ $50.86 Direct ownership $508.6K
Same filing as the row above Exercise Sep 11, 2026 Stock Option (Right to Buy) on Common Stock 10,000 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 11, 2026 7,136 shares @ $0 Direct ownership $0
Sep 15, 2026 32-day lag Other Aug 14, 2026 Common Stock Mchugh Ryan Insider VP, CAO & Assistant Treasurer 31.02 shares @ $59.23 Direct ownership $1.84K SEC Form 4
Same filing as the row above Other Aug 14, 2026 36.79 shares @ $59.23 Direct ownership $2.18K
Sep 15, 2026 97-day lag Sale Jun 10, 2026 Common Stock Miller Timothy William Insider Vice President, Sales 1,000 shares @ $1 Direct ownership $1K SEC Form 4
Sep 15, 2026 32-day lag Other Aug 14, 2026 Common Stock Magdol David L. Insider President, CIO And Smd 57.6 shares @ $59.23 Direct ownership $3.41K SEC Form 4
Same filing as the row above Other Aug 14, 2026 60.7 shares @ $59 Direct ownership $3.58K
Sep 15, 2026 32-day lag Other Aug 14, 2026 Common Stock Jackson John Earl Insider Director 9 shares @ $59.13 Indirect ownership $532.13 SEC Form 4
Miller Timothy William Insider Vice President, Sales
Sale
Calculated transaction value
$1K
Traded
Jul 2, 2026
Filed
Sep 15, 2026
Quantity / price
1,000 shares @ $1
Control Empresarial De Capitales S.a. De C.v. Insider Ten Percent Owner / Other
Sale
Calculated transaction value
$12.09M
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
150,000 shares @ $80.6
Higgins Jack Insider Chief Scientific Officer
Exercise
Calculated transaction value
$24.3K
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
18,000 shares @ $1.35
Higgins Jack Insider Chief Scientific Officer
Exercise
Calculated transaction value
$0
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
18,000 shares @ $0
Higgins Jack Insider Chief Scientific Officer
Sale
Calculated transaction value
$334.22K
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
13,200 shares @ $25.32
Miller Timothy William Insider Vice President, Sales
Sale
Calculated transaction value
$1K
Traded
Jun 10, 2026
Filed
Sep 15, 2026
Quantity / price
1,000 shares @ $1