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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.

2,282 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 Restricted Stock Units on Common Stock Whittle John Insider Chief Operating Officer 1,827 shares @ $0 Direct ownership $0 SEC Form 4
Same filing as the row above Exercise Aug 1, 2026 Common Stock 1,138 shares @ $0 Direct ownership $0
Aug 4, 2026 1-day lag Disposition Aug 3, 2026 Common Stock Neumann Spencer Adam Insider Chief Financial Officer 4,371 shares @ $71.71 Direct ownership $313.44K SEC Form 4
Same filing as the row above Disposition Aug 3, 2026 2,364 shares @ $71.71 Direct ownership $169.52K
Same filing as the row above Exercise Aug 3, 2026 Restricted Stock Units on Common Stock 4,748 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 3, 2026 4,890 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 3, 2026 Common Stock 4,890 shares Direct ownership Not reported
Same filing as the row above Exercise Aug 3, 2026 Restricted Stock Units on Common Stock 8,780 shares @ $0 Direct ownership $0
Same filing as the row above Exercise Aug 3, 2026 Common Stock 4,748 shares Direct ownership Not reported
Same filing as the row above Exercise Aug 3, 2026 8,780 shares Direct ownership Not reported
Same filing as the row above Disposition Aug 3, 2026 2,435 shares @ $71.71 Direct ownership $174.61K
Aug 4, 2026 1-day lag Sale Aug 3, 2026 Common Stock Xie Michael Insider VP, Engineering & CTO 800 shares @ $163.98 Direct ownership $131.18K SEC Form 4
Same filing as the row above Sale Aug 3, 2026 200 shares @ $161.75 Direct ownership $32.35K
Same filing as the row above Sale Aug 3, 2026 1,421 shares @ $163.12 Direct ownership $231.79K
Same filing as the row above Sale Aug 3, 2026 700 shares @ $160.36 Direct ownership $112.25K
Same filing as the row above Disposition Aug 1, 2026 3,185 shares @ $161.95 Direct ownership $515.81K
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 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
Neumann Spencer Adam Insider Chief Financial Officer
Disposition
Calculated transaction value
$313.44K
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
4,371 shares @ $71.71
Neumann Spencer Adam Insider Chief Financial Officer
Disposition
Calculated transaction value
$169.52K
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
2,364 shares @ $71.71
Neumann Spencer Adam Insider Chief Financial Officer
Exercise
Calculated transaction value
$0
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
4,748 shares @ $0
Neumann Spencer Adam Insider Chief Financial Officer
Exercise
Calculated transaction value
$0
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
4,890 shares @ $0
Neumann Spencer Adam Insider Chief Financial Officer
Exercise
Reported value range
Not reported
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
4,890 shares
Neumann Spencer Adam Insider Chief Financial Officer
Exercise
Calculated transaction value
$0
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
8,780 shares @ $0
Neumann Spencer Adam Insider Chief Financial Officer
Exercise
Reported value range
Not reported
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
4,748 shares
Neumann Spencer Adam Insider Chief Financial Officer
Exercise
Reported value range
Not reported
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
8,780 shares
Neumann Spencer Adam Insider Chief Financial Officer
Disposition
Calculated transaction value
$174.61K
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
2,435 shares @ $71.71
Xie Michael Insider VP, Engineering & CTO
Sale
Calculated transaction value
$231.79K
Traded
Aug 3, 2026
Filed
Aug 4, 2026
Quantity / price
1,421 shares @ $163.12
Xie Michael Insider VP, Engineering & CTO
Disposition
Calculated transaction value
$515.81K
Traded
Aug 1, 2026
Filed
Aug 4, 2026
Quantity / price
3,185 shares @ $161.95
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