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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.

2,566 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Jul 10, 2026 2-day lag Exercise Jul 9, 2026 Restricted Share Units on Common Stock Mcgee Susan B Insider Director 100,000 shares @ $0 Direct ownership $0 SEC Form 4
Jul 10, 2026 2-day lag Sale Jul 8, 2026 Class C Common Stock Sl Spv 2, L.P. Insider Director / Ten Percent Owner 3,573 shares @ $430.23 Indirect ownership $1.54M SEC Form 4
Same filing as the row above Sale Jul 8, 2026 1,242 shares @ $426.14 Indirect ownership $529.27K
Same filing as the row above Sale Jul 8, 2026 10,364 shares @ $420.99 Indirect ownership $4.36M
Same filing as the row above Sale Jul 8, 2026 3,623 shares @ $428.2 Indirect ownership $1.55M
Same filing as the row above Exercise Jul 8, 2026 93,479 shares Indirect ownership Not reported
Same filing as the row above Sale Jul 8, 2026 3,477 shares @ $429.16 Indirect ownership $1.49M
Same filing as the row above Sale Jul 8, 2026 4,836 shares @ $421.96 Indirect ownership $2.04M
Same filing as the row above Sale Jul 8, 2026 2,681 shares @ $422.96 Indirect ownership $1.13M
Same filing as the row above Sale Jul 8, 2026 3,414 shares @ $424.05 Indirect ownership $1.45M
Same filing as the row above Sale Jul 8, 2026 1,409 shares @ $437.13 Indirect ownership $615.92K
Same filing as the row above Sale Jul 8, 2026 4,009 shares @ $433.2 Indirect ownership $1.74M
Same filing as the row above Sale Jul 8, 2026 1,318 shares @ $427.19 Indirect ownership $563.04K
Same filing as the row above Sale Jul 8, 2026 4,570 shares @ $420.21 Indirect ownership $1.92M
Same filing as the row above Sale Jul 8, 2026 1,929 shares @ $436.33 Indirect ownership $841.68K
Same filing as the row above Exercise Jul 8, 2026 Class B Common Stock on Class C Common Stock 93,479 shares @ $0 Indirect ownership $0
Same filing as the row above Sale Jul 8, 2026 Class C Common Stock 3,011 shares @ $425.11 Indirect ownership $1.28M
Same filing as the row above Sale Jul 8, 2026 5,296 shares @ $431.15 Indirect ownership $2.28M
Same filing as the row above Sale Jul 8, 2026 144 shares @ $438 Indirect ownership $63.07K
Same filing as the row above Sale Jul 8, 2026 5,079 shares @ $432.29 Indirect ownership $2.2M
Same filing as the row above Sale Jul 8, 2026 1,675 shares @ $434.18 Indirect ownership $727.25K
Same filing as the row above Sale Jul 8, 2026 1,445 shares @ $435.23 Indirect ownership $628.91K
Jul 10, 2026 2-day lag Sale Jul 8, 2026 Class C Common Stock Silver Lake Technology Investors ... Insider Director / Ten Percent Owner 27 shares @ $422.96 Indirect ownership $11.42K SEC Form 4
Same filing as the row above Sale Jul 8, 2026 19 shares @ $436.33 Indirect ownership $8.29K
Same filing as the row above Sale Jul 8, 2026 14 shares @ $437.13 Indirect ownership $6.12K
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$11.42K
Traded
Jul 8, 2026
Filed
Jul 10, 2026
Quantity / price
27 shares @ $422.96
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$8.29K
Traded
Jul 8, 2026
Filed
Jul 10, 2026
Quantity / price
19 shares @ $436.33
Silver Lake Technology Investors V, L.P. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$6.12K
Traded
Jul 8, 2026
Filed
Jul 10, 2026
Quantity / price
14 shares @ $437.13