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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.

61,327 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Sep 16, 2026 1-day lag Sale Sep 15, 2026 Common Stock Rothblatt Martine A Insider Chairperson & CEO 2,689 shares @ $501.66 Indirect ownership $1.35M SEC Form 4
Same filing as the row above Exercise Sep 15, 2026 Stock Option on Common Stock 9,500 shares @ $0 Indirect ownership $0
Same filing as the row above Sale Sep 15, 2026 Common Stock 650 shares @ $504.57 Indirect ownership $327.97K
Sep 16, 2026 2-day lag Sale Sep 14, 2026 Common Stock, par value $.05 Cuomo John A Insider CEO And President 18 shares @ $188.88 Direct ownership $3.4K SEC Form 4
Same filing as the row above Sale Sep 14, 2026 912 shares @ $187.42 Direct ownership $170.93K
Same filing as the row above Sale Sep 14, 2026 402 shares @ $188.22 Direct ownership $75.67K
Same filing as the row above Sale Sep 14, 2026 234 shares @ $186.42 Direct ownership $43.62K
Sep 16, 2026 1-day lag Sale Sep 15, 2026 Common Stock Harris Ivory Marie Insider SVP Chief HR Officer 1,600 shares @ $125.3 Direct ownership $200.48K SEC Form 4
Sep 16, 2026 1-day lag Sale Sep 15, 2026 Class A Common Stock Tobin James R Insider Director 30,000 shares @ $74.58 Direct ownership $2.24M SEC Form 4
Same filing as the row above Exercise Sep 15, 2026 15,000 shares @ $53.75 Direct ownership $806.25K
Same filing as the row above Exercise Sep 15, 2026 Stock Option (Right to Buy Class A Common Stock) on Class... 15,000 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 15,000 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Class A Common Stock 15,000 shares @ $63.68 Direct ownership $955.2K
Sep 16, 2026 1-day lag Award Sep 15, 2026 Common Stock Barbour Sondra L Insider Director 31.6 shares @ $122.79 Direct ownership $3.88K SEC Form 4
Sep 16, 2026 1-day lag Sale Sep 15, 2026 Common Stock Mann Elizabeth Insider Chief Financial Officer 400 shares @ $184.91 Direct ownership $73.96K SEC Form 4
Sep 16, 2026 2-day lag Award Sep 14, 2026 Restricted Stock Units on Common Stock Carvalho Christina Insider Chief Accounting Officer 21,309 shares @ $0 Direct ownership $0 SEC Form 4
Sep 16, 2026 1-day lag Award Sep 15, 2026 Restricted Stock Units on Common Stock Green Robert S. Insider Director 705 shares @ $0 Direct ownership $0 SEC Form 4
Sep 16, 2026 2-day lag Exercise Sep 14, 2026 Common Stock Braun Joseph P. Insider SVP And General Counsel 4,708 shares @ $84.93 Direct ownership $399.85K SEC Form 4
Same filing as the row above Disposition Sep 14, 2026 3,159 shares @ $126.6 Direct ownership $399.93K
Same filing as the row above Exercise Sep 14, 2026 Employee Stock Option (right to buy) on Common Stock 4,708 shares @ $0 Direct ownership $0
Sep 16, 2026 1-day lag Disposition Sep 15, 2026 Common Stock Schwartz Christina Insider Chief Financial Officer 42,242 shares @ $2.65 Direct ownership $111.94K SEC Form 4
Same filing as the row above Exercise Sep 15, 2026 Employee Stock Option on Common Stock 59,658 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Sep 15, 2026 Common Stock 59,658 shares @ $0.97 Direct ownership $57.87K
Sep 16, 2026 1-day lag Award Sep 15, 2026 LTIP Units on OP Units Mchugh Timothy Insider Director 705 shares Direct ownership Not reported SEC Form 4
Sep 16, 2026 1-day lag Award Sep 15, 2026 Common Stock Godbole Seemantini Insider EVP, Ci & Ai Officer 396 shares @ $0 Direct ownership $0 SEC Form 4
Cuomo John A Insider CEO And President
Sale
Calculated transaction value
$3.4K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
18 shares @ $188.88
Cuomo John A Insider CEO And President
Sale
Calculated transaction value
$170.93K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
912 shares @ $187.42
Cuomo John A Insider CEO And President
Sale
Calculated transaction value
$75.67K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
402 shares @ $188.22
Cuomo John A Insider CEO And President
Sale
Calculated transaction value
$43.62K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
234 shares @ $186.42
Harris Ivory Marie Insider SVP Chief HR Officer
Sale
Calculated transaction value
$200.48K
Traded
Sep 15, 2026
Filed
Sep 16, 2026
Quantity / price
1,600 shares @ $125.3