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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 1 day 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 1 day ago
Cluster selling NTRA
5 insiders sold $62.97M 1 day ago
Cluster buying TENX
4 insiders bought $3.12M 1 day ago
Cluster selling RBRK
3 insiders sold $7.05M 1 day 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.

128 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Sep 17, 2026 2-day lag Disposition Sep 15, 2026 Common Stock Iannone Jamie Insider President And CEO 3,959 shares @ $108.03 Direct ownership $427.69K SEC Form 4
Same filing as the row above Exercise Sep 15, 2026 7,401 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -13 on Common Stock 8,648 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Common Stock 8,648 shares @ $0 Direct ownership $0
Same filing as the row above Disposition Sep 15, 2026 6,075 shares @ $108.03 Direct ownership $656.28K
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -11 on Common Stock 9,264 shares @ $0 Direct ownership $0
Same filing as the row above Disposition Sep 15, 2026 Common Stock 4,582 shares @ $108.03 Direct ownership $494.99K
Same filing as the row above Exercise Sep 15, 2026 11,666 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 9,264 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -15 on Common Stock 7,401 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -8 on Common Stock 11,666 shares @ $0 Direct ownership $0
Same filing as the row above Disposition Sep 15, 2026 Common Stock 4,865 shares @ $108.03 Direct ownership $525.57K
Sep 17, 2026 2-day lag Disposition Sep 15, 2026 Common Stock Wellington Samantha Insider SVP, Chief Legal Officer 997 shares @ $108.03 Direct ownership $107.71K SEC Form 4
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -4 on Common Stock 1,507 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Common Stock 1,880 shares @ $0 Direct ownership $0
Same filing as the row above Disposition Sep 15, 2026 807 shares @ $108.03 Direct ownership $87.18K
Same filing as the row above Exercise Sep 15, 2026 1,507 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -3 on Common Stock 1,880 shares @ $0 Direct ownership $0
Sep 17, 2026 2-day lag Exercise Sep 15, 2026 Restricted Stock Units -10 on Common Stock Boone Cornelius Insider SVP, Chief People Officer 1,713 shares @ $0 Direct ownership $0 SEC Form 4
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -8 on Common Stock 2,200 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Restricted Stock Units -6 on Common Stock 2,206 shares @ $0 Direct ownership $0
Same filing as the row above Disposition Sep 15, 2026 Common Stock 833 shares @ $108.03 Direct ownership $89.99K
Same filing as the row above Disposition Sep 15, 2026 669 shares @ $108.03 Direct ownership $72.27K
Same filing as the row above Disposition Sep 15, 2026 844 shares @ $108.03 Direct ownership $91.18K
Same filing as the row above Exercise Sep 15, 2026 2,778 shares @ $0 Direct ownership $0
Iannone Jamie Insider President And CEO
Disposition
Calculated transaction value
$427.69K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
3,959 shares @ $108.03
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
7,401 shares @ $0
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
8,648 shares @ $0
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
8,648 shares @ $0
Iannone Jamie Insider President And CEO
Disposition
Calculated transaction value
$656.28K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
6,075 shares @ $108.03
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
9,264 shares @ $0
Iannone Jamie Insider President And CEO
Disposition
Calculated transaction value
$494.99K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
4,582 shares @ $108.03
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
11,666 shares @ $0
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
9,264 shares @ $0
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
7,401 shares @ $0
Iannone Jamie Insider President And CEO
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
11,666 shares @ $0
Iannone Jamie Insider President And CEO
Disposition
Calculated transaction value
$525.57K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
4,865 shares @ $108.03
Wellington Samantha Insider SVP, Chief Legal Officer
Disposition
Calculated transaction value
$107.71K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
997 shares @ $108.03
Wellington Samantha Insider SVP, Chief Legal Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
1,507 shares @ $0
Wellington Samantha Insider SVP, Chief Legal Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
1,880 shares @ $0
Wellington Samantha Insider SVP, Chief Legal Officer
Disposition
Calculated transaction value
$87.18K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
807 shares @ $108.03
Wellington Samantha Insider SVP, Chief Legal Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
1,507 shares @ $0
Wellington Samantha Insider SVP, Chief Legal Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
1,880 shares @ $0
Boone Cornelius Insider SVP, Chief People Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
1,713 shares @ $0
Boone Cornelius Insider SVP, Chief People Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
2,200 shares @ $0
Boone Cornelius Insider SVP, Chief People Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
2,206 shares @ $0
Boone Cornelius Insider SVP, Chief People Officer
Disposition
Calculated transaction value
$89.99K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
833 shares @ $108.03
Boone Cornelius Insider SVP, Chief People Officer
Disposition
Calculated transaction value
$72.27K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
669 shares @ $108.03
Boone Cornelius Insider SVP, Chief People Officer
Disposition
Calculated transaction value
$91.18K
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
844 shares @ $108.03
Boone Cornelius Insider SVP, Chief People Officer
Exercise
Calculated transaction value
$0
Traded
Sep 15, 2026
Filed
Sep 17, 2026
Quantity / price
2,778 shares @ $0