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Desk brief

AI Sep 11

The tape was heavily sell-led, with corporate insiders dominating and multiple cluster-selling signals.

Sell-heavy session — The session recorded 1,596 filings: 1,373 sells versus 223 buys. Disclosed value was roughly $1.0 billion sold against $281.0 million bought, with 1,529 corporate-insider filings and 67 congressional filings.
Broad cluster selling — Cluster selling was detected in DELL, where seven insiders sold about $460.1 million, and ESTC, where six insiders sold roughly $45.5 million. Other multi-insider selling signals appeared in HNGE, DOCU, META, BLLN, S, and BBD. DELL ESTC HNGE DOCU META BLLN S BBD
Buying remained concentrated — Over the past 14 days, RSG led disclosed buying at about $689.3 million from one filer. The largest reported purchase was Bluearc Capital Management, Llc buying roughly $99.4 million of PBLSX; PBLSX had about $164.4 million in total disclosed buying from one filer. RSG PBLSX Llc Bluearc Capital Management
PVH executive purchase — PVH was the clearest bullish executive signal: Larsson Stefan bought roughly $1.0 million, triggering both an executive-buy and a $1 million-plus insider-buy pattern. PVH Larsson Stefan

The 14-day tape remained sharply imbalanced, with about $13.8 billion sold versus $1.4 billion bought; YPF led disclosed selling at roughly $5.3 billion across 22 filers, followed by IHT at $1.6 billion from one filer. The strongest repeated insider signals were selling clusters in DELL, ESTC, HNGE, and DOCU, alongside the single executive purchase in PVH.

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

Filings · Sep 11
1044

Latest 3 days ago

Disclosed buying · 14d
$1.39B

1095 purchases across 1450 tickers

Disclosed selling · 14d
$13.81B

6104 sales and dispositions

Tape lean · 14d
Heavy selling

Largest buy: PBLSX $99.38M

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 buying GPUS
4 insiders bought $1.09M 3 days ago
Cluster selling NTRA
4 insiders sold $24.96M 3 days ago
Cluster selling WBD
3 insiders sold $28.31M 3 days ago
Cluster selling HNGE
4 insiders sold $31.75M 3 days ago
Executive buy PVH
Larsson Stefan bought $1M 3 days ago
$1M+ insider buy PVH
Larsson Stefan bought $1M 3 days ago
Cluster selling EW
4 insiders sold $3.33M 3 days ago
Cluster selling DOCU
4 insiders sold $9.23M 3 days ago
Cluster selling RNG
5 insiders sold $9.5M 3 days ago
Cluster selling GILD
6 insiders sold $5.99M 3 days ago
Cluster selling DELL
8 insiders sold $461.03M 3 days ago
Cluster selling LTH
4 insiders sold $385.86M 3 days ago

Disclosure sentiment

Who is buying against who is selling · 90 days · −100 to +100
Accumulation
AMR 26 buys · 0 sells +100
AAT 17 buys · 0 sells +100
RCG 51 buys · 0 sells +100
SUJA 22 buys · 0 sells +100
UUU 32 buys · 0 sells +100
DLHC 41 buys · 0 sells +100
Distribution
UTHR 0 buys · 484 sells -100
CRWV 0 buys · 785 sells -100
DELL 0 buys · 651 sells -100
SE 0 buys · 468 sells -100
NET 0 buys · 277 sells -100
STX 0 buys · 240 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.

2,407 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Aug 4, 2026 3-day lag Exercise Aug 1, 2026 Common Stock Xie Michael Insider VP, Engineering & CTO 2,764 shares @ $0 Direct ownership $0 SEC Form 4
Same filing as the row above Exercise Aug 1, 2026 2,242 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 1, 2026 Restricted Stock Units on Common Stock 2,242 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 1, 2026 2,764 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 1, 2026 Common Stock 1,300 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 1, 2026 Restricted Stock Units on Common Stock 1,300 shares @ $0 Direct ownership $0
Aug 4, 2026 Same-day filing Sale Aug 4, 2026 Common Stock Sarandos Theodore A Insider Co CEO 27,312 shares @ $73.35 Direct ownership $2M SEC Form 4
Same filing as the row above Exercise Aug 3, 2026 14,440 shares Direct ownership Not reported
Same filing as the row above Sale Aug 3, 2026 23,959 shares @ $73.48 Direct ownership $1.76M
Same filing as the row above Exercise Aug 3, 2026 Restricted Stock Units on Common Stock 14,440 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 3, 2026 Common Stock 25,930 shares Direct ownership Not reported
Same filing as the row above Exercise Aug 3, 2026 Restricted Stock Units on Common Stock 14,018 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 3, 2026 25,930 shares @ $0 Direct ownership $0
Same filing as the row above Sale Aug 3, 2026 Common Stock 81,891 shares @ $72.9 Direct ownership $5.97M
Same filing as the row above Disposition Aug 3, 2026 12,908 shares @ $71.71 Direct ownership $925.63K
Same filing as the row above Disposition Aug 3, 2026 6,979 shares @ $71.71 Direct ownership $500.46K
Same filing as the row above Disposition Aug 3, 2026 7,189 shares @ $71.71 Direct ownership $515.52K
Same filing as the row above Exercise Aug 3, 2026 14,018 shares Direct ownership Not reported
Aug 4, 2026 4-day lag Award Jul 31, 2026 Common Stock Clark Janet F Insider Director 314.27 shares @ $148.69 Direct ownership $46.73K SEC Form 4
Aug 4, 2026 Same-day filing Sale Aug 4, 2026 Class A Common Stock Razzaghi Hossein Insider Chief Commercial Officer 1,829 shares @ $60.08 Direct ownership $109.89K SEC Form 4
Same filing as the row above Disposition Aug 1, 2026 1,717 shares @ $62.61 Direct ownership $107.5K
Aug 4, 2026 1-day lag Sale Aug 3, 2026 Common Stock Xie Ken Insider President & CEO 162 shares @ $164.49 Direct ownership $26.65K SEC Form 4
Same filing as the row above Exercise Aug 3, 2026 Nonqualified Stock Option (right to buy) on Common Stock 155,000 shares @ $0 Direct ownership $0
Same filing as the row above Sale Aug 3, 2026 Common Stock 67,971 shares @ $163.08 Direct ownership $11.08M
Same filing as the row above Exercise Aug 3, 2026 155,000 shares @ $22.9 Direct ownership $3.55M
Sarandos Theodore A Insider Co CEO
Sale
Calculated transaction value
$2M
Traded
Aug 4, 2026
Filed
Aug 4, 2026
Quantity / price
27,312 shares @ $73.35
Sarandos Theodore A Insider Co CEO
Sale
Calculated transaction value
$1.76M
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
23,959 shares @ $73.48
Sarandos Theodore A Insider Co CEO
Sale
Calculated transaction value
$5.97M
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
81,891 shares @ $72.9
Sarandos Theodore A Insider Co CEO
Disposition
Calculated transaction value
$925.63K
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
12,908 shares @ $71.71
Sarandos Theodore A Insider Co CEO
Disposition
Calculated transaction value
$500.46K
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
6,979 shares @ $71.71
Sarandos Theodore A Insider Co CEO
Disposition
Calculated transaction value
$515.52K
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
7,189 shares @ $71.71