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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 about 22 hours 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 about 23 hours ago
Cluster selling NTRA
5 insiders sold $62.97M about 23 hours ago
Cluster buying TENX
4 insiders bought $3.12M about 23 hours ago
Cluster selling RBRK
3 insiders sold $7.05M about 23 hours ago
Cluster selling PAYS
4 insiders sold $3.73M about 23 hours ago
Cluster selling PL
3 insiders sold $6.26M about 23 hours ago
Cluster selling ORCL
6 insiders sold $14.48M about 24 hours 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.

2,566 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Jul 13, 2026 4-day lag Sale Jul 9, 2026 Class C Common Stock Sl Spv 2, L.P. Insider Director / Ten Percent Owner 2,635 shares @ $459.11 Indirect ownership $1.21M SEC Form 4
Same filing as the row above Sale Jul 9, 2026 5,795 shares @ $454.1 Indirect ownership $2.63M
Same filing as the row above Sale Jul 9, 2026 2,205 shares @ $457.97 Indirect ownership $1.01M
Same filing as the row above Sale Jul 9, 2026 7,199 shares @ $453.06 Indirect ownership $3.26M
Same filing as the row above Sale Jul 9, 2026 546 shares @ $448.17 Indirect ownership $244.7K
Same filing as the row above Sale Jul 9, 2026 8,337 shares @ $451.08 Indirect ownership $3.76M
Same filing as the row above Sale Jul 9, 2026 4,794 shares @ $450.17 Indirect ownership $2.16M
Same filing as the row above Sale Jul 9, 2026 1,346 shares @ $460.02 Indirect ownership $619.19K
Same filing as the row above Sale Jul 9, 2026 5,342 shares @ $456.06 Indirect ownership $2.44M
Same filing as the row above Exercise Jul 9, 2026 Class B Common Stock on Class C Common Stock 88,164 shares @ $0 Indirect ownership $0
Same filing as the row above Sale Jul 9, 2026 Class C Common Stock 6,266 shares @ $455.06 Indirect ownership $2.85M
Same filing as the row above Exercise Jul 9, 2026 88,164 shares Indirect ownership Not reported
Jul 13, 2026 4-day lag Sale Jul 9, 2026 Class C Common Stock Silver Lake Technology Investors ... Insider Director / Ten Percent Owner 27 shares @ $459.11 Indirect ownership $12.4K SEC Form 4
Same filing as the row above Sale Jul 9, 2026 6 shares @ $448.17 Indirect ownership $2.69K
Same filing as the row above Sale Jul 9, 2026 22 shares @ $449.22 Indirect ownership $9.88K
Same filing as the row above Sale Jul 9, 2026 14 shares @ $460.02 Indirect ownership $6.44K
Same filing as the row above Exercise Jul 9, 2026 600 shares Indirect ownership Not reported
Same filing as the row above Sale Jul 9, 2026 54 shares @ $456.06 Indirect ownership $24.63K
Same filing as the row above Sale Jul 9, 2026 84 shares @ $451.08 Indirect ownership $37.89K
Same filing as the row above Sale Jul 9, 2026 73 shares @ $453.06 Indirect ownership $33.07K
Same filing as the row above Sale Jul 9, 2026 106 shares @ $452.07 Indirect ownership $47.92K
Same filing as the row above Sale Jul 9, 2026 63 shares @ $455.06 Indirect ownership $28.67K
Same filing as the row above Sale Jul 9, 2026 22 shares @ $457.97 Indirect ownership $10.08K
Same filing as the row above Sale Jul 9, 2026 58 shares @ $454.1 Indirect ownership $26.34K
Same filing as the row above Sale Jul 9, 2026 24 shares @ $457.08 Indirect ownership $10.97K
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$12.4K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
27 shares @ $459.11
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$9.88K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
22 shares @ $449.22
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$6.44K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
14 shares @ $460.02
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$24.63K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
54 shares @ $456.06
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$37.89K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
84 shares @ $451.08
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$33.07K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
73 shares @ $453.06
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$47.92K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
106 shares @ $452.07
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$28.67K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
63 shares @ $455.06
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$10.08K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
22 shares @ $457.97
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$26.34K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
58 shares @ $454.1
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$10.97K
Traded
Jul 9, 2026
Filed
Jul 13, 2026
Quantity / price
24 shares @ $457.08