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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.

61,400 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Sep 15, 2026 4-day lag Sale Sep 11, 2026 Common Stock Haycraft Benjamin Insider Cso & Gm Emea 13,810 shares @ $2.14 Direct ownership $29.55K SEC Form 4
Sep 15, 2026 4-day lag Disposition Sep 11, 2026 Common Stock, $0.025 par value per share Marks Thomas Insider EVP, Business Development 2,010 shares @ $15.9 Direct ownership $31.96K SEC Form 4
Sep 15, 2026 1-day lag Buy Sep 14, 2026 Common Stock Edell Michael Insider Chief Executive Officer 1,000 shares @ $0.84 Direct ownership $840 SEC Form 4
Sep 15, 2026 2-day lag Exercise Sep 13, 2026 Class A Common Stock Hanson John Insider Chief Of Staff 961 shares Direct ownership Not reported SEC Form 4
Same filing as the row above Exercise Sep 13, 2026 Restricted Stock Units on Class A Common Stock 961 shares @ $0 Direct ownership $0
Sep 15, 2026 Same-day filing Award Sep 15, 2026 COMMON CLASS Chappell Robert W Insider Director 70 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 1-day lag Buy Sep 14, 2026 Class A Common Stock Schwartz Todd G. Insider Chief Executive Officer 1,940 shares @ $7.8 Indirect ownership $15.12K SEC Form 4
Same filing as the row above Buy Sep 11, 2026 3,300 shares @ $7.96 Indirect ownership $26.28K
Sep 15, 2026 4-day lag Exercise Sep 11, 2026 Class A Common Stock Narayanadas Vivek Insider General Counsel & Secretary 210 shares Direct ownership Not reported SEC Form 4
Same filing as the row above Exercise Sep 11, 2026 Restricted Stock Units on Class A Common Stock 210 shares @ $0 Direct ownership $0
Sep 15, 2026 4-day lag Sale Sep 11, 2026 Class A Common Stock Johnson Pamela D. Insider CFO 8,650 shares @ $8.02 Direct ownership $69.37K SEC Form 4
Sep 15, 2026 1-day lag Buy Sep 14, 2026 Common Stock Livingston Iii Homer John Insider Director 16404.2 shares @ $15.05 Direct ownership $246.96K SEC Form 4
Sep 15, 2026 4-day lag Sale Sep 11, 2026 Common Stock Thornal Kevin R Insider Grp Pres-global Business 5,691 shares @ $92.95 Direct ownership $528.98K SEC Form 4
Sep 15, 2026 Same-day filing Gift Sep 15, 2026 Common Stock Demmings Keith Insider President & CEO 3,500 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 4-day lag Sale Sep 11, 2026 Common stock Akgonul Rifat Kerim Insider Chief Product Officer 7,000 shares @ $36.03 Direct ownership $252.21K SEC Form 4
Sep 15, 2026 4-day lag Sale Sep 11, 2026 Common Stock Pfeifer John C Insider Director 778 shares @ $150 Direct ownership $116.7K SEC Form 4
Sep 15, 2026 4-day lag Other Sep 11, 2026 Common Stock Furlong Mark F Insider Director 38 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 4-day lag Other Sep 11, 2026 Restricted Stock Units on Common Stock Brooks Derrick Dewan Insider Director 83 shares @ $0 Direct ownership $0 SEC Form 4
Same filing as the row above Other Sep 11, 2026 Common Stock 38 shares @ $0 Direct ownership $0
Sep 15, 2026 4-day lag Other Sep 11, 2026 Common Stock Liberatore Joseph J Insider President & CEO 1,728 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 Same-day filing Award Sep 15, 2026 COMMON CLASS Osborne Terry B Insider Director 70 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 4-day lag Other Sep 11, 2026 Common Stock Thomas Andrew G Insider Chief Experience Officer 338 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 4-day lag Other Sep 11, 2026 Restricted Stock Units on Common Stock Dunkel David L Insider Director 97 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 4-day lag Other Sep 11, 2026 Common Stock Simmons N John Insider Director 38 shares @ $0 Direct ownership $0 SEC Form 4
Sep 15, 2026 4-day lag Other Sep 11, 2026 Restricted Stock Units on Common Stock Cloudman Catherine Insider Director 64 shares @ $0 Direct ownership $0 SEC Form 4
Hanson John Insider Chief Of Staff
Exercise
Reported value range
Not reported
Traded
Sep 13, 2026
Filed
Sep 15, 2026
Quantity / price
961 shares
Hanson John Insider Chief Of Staff
Exercise
Calculated transaction value
$0
Traded
Sep 13, 2026
Filed
Sep 15, 2026
Quantity / price
961 shares @ $0
Schwartz Todd G. Insider Chief Executive Officer
Buy
Calculated transaction value
$15.12K
Traded
Sep 14, 2026
Filed
Sep 15, 2026
Quantity / price
1,940 shares @ $7.8
Schwartz Todd G. Insider Chief Executive Officer
Buy
Calculated transaction value
$26.28K
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
3,300 shares @ $7.96
Narayanadas Vivek Insider General Counsel & Secretary
Exercise
Reported value range
Not reported
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
210 shares
Narayanadas Vivek Insider General Counsel & Secretary
Exercise
Calculated transaction value
$0
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
210 shares @ $0
Johnson Pamela D. Insider CFO
Sale
Calculated transaction value
$69.37K
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
8,650 shares @ $8.02
Akgonul Rifat Kerim Insider Chief Product Officer
Sale
Calculated transaction value
$252.21K
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
7,000 shares @ $36.03
Brooks Derrick Dewan Insider Director
Other
Calculated transaction value
$0
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
83 shares @ $0
Brooks Derrick Dewan Insider Director
Other
Calculated transaction value
$0
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
38 shares @ $0
Liberatore Joseph J Insider President & CEO
Other
Calculated transaction value
$0
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
1,728 shares @ $0
Thomas Andrew G Insider Chief Experience Officer
Other
Calculated transaction value
$0
Traded
Sep 11, 2026
Filed
Sep 15, 2026
Quantity / price
338 shares @ $0