Insider & Political Trading
Desk brief
AI Sep 14The tape was heavily sell-skewed: 473 filings reported about $154.2M bought versus $745.9M sold, with only one congressional disclosure.
The filings to keep on the tape were the four-filer buying clusters in PMTS and GPUS versus the larger insider selling clusters in CHYM, DBX, COST, IOT, and LOGI. YPF remained the most sold ticker over 14 days at about $5.3B across 22 filers, followed by APGE at about $1.1B across nine filers.
AI-generated from the filings on this page — not financial advice.
Latest about 12 hours ago
1080 purchases across 1465 tickers
6075 sales and dispositions
Largest buy: PBLSX $99.38M
Disclosure flow
Where the money went
Signals
Disclosure sentiment
Bullish and bearish sectors
Buying extends right, selling left. A company in more than one industry counts in each.
8,404 filings
| Filed | Transaction | Issuer / asset | Reporting person | Qty / price | Value | Source | Actions |
|---|---|---|---|---|---|---|---|
| Jun 4, 2026 73-day lag | Buy Mar 23, 2026 |
No ticker
26North BDC, Inc
|
John Phelan Official Executive branch official | Not reported | $100K | OGE 278-T | |
| Same filing as the row above | Buy Mar 20, 2026 Dawson Portfolio Finance LP | Not reported | $50K | ||||
| Same filing as the row above | Sale Mar 17, 2026 White Tip Investments LLC | Not reported | $1M | ||||
| Same filing as the row above | Sale Mar 17, 2026 Double Mako Investments LLC | Not reported | $1M | ||||
| Same filing as the row above | Sale Mar 13, 2026 MSD Partners, L.P | Not reported | $1M | ||||
| Same filing as the row above | Sale Mar 13, 2026 MSD Capital, LP | Not reported | $1M | ||||
| Same filing as the row above | Sale Mar 12, 2026 26North BDC, Inc | Not reported | $15K - $50K | ||||
| Same filing as the row above | Sale Mar 11, 2026 MSD Special Investments Fund II, L.P | Not reported | $50K | ||||
| Jun 4, 2026 125-day lag | Buy Jan 30, 2026 | John Phelan Official Executive branch official | Not reported | $500K | OGE 278-T | ||
| Same filing as the row above | Sale Jan 29, 2026 Kingfish Investments II, LLC | Not reported | $100K | ||||
| Same filing as the row above | Sale Jan 29, 2026 Dawson Portfolio Finance 5 LP | Not reported | $1K - $15K | ||||
| Same filing as the row above | Buy Jan 29, 2026 Vesper Muse LLC | Not reported | $15K - $50K | ||||
| Same filing as the row above | Buy Jan 28, 2026 Turnbridge Equities Real Estate Fund II | Not reported | $100K | ||||
| Same filing as the row above | Buy Jan 28, 2026 GMF Group Fund II, LLC | Not reported | $500K | ||||
| Same filing as the row above | Sale Jan 27, 2026 RMDC, Inc | Not reported | $500K | ||||
| Same filing as the row above | Sale Jan 26, 2026 Kingfish Investments II, LLC | Not reported | $15K - $50K | ||||
| Same filing as the row above | Buy Jan 20, 2026 Valence8 PE 2024 Fund | Not reported | $250K | ||||
| Same filing as the row above | Buy Jan 20, 2026 MSD Special Investments Fund II, LP | Not reported | $50K | ||||
| Same filing as the row above | Buy Jan 13, 2026 HealthQuest Tactical Opportunities LP | Not reported | $15K - $50K | ||||
| Same filing as the row above | Sale Jan 12, 2026 MSD Holdings, LP | Not reported | $250K | ||||
| Same filing as the row above | Sale Jan 9, 2026 Cotulla Aviation LP | Not reported | $1M | ||||
| Same filing as the row above | Buy Jan 8, 2026 MSD Investment Corp. (BDC) | Not reported | $250K | ||||
| Same filing as the row above | Sale Jan 5, 2026 Kingfish Investments X, LLC | Not reported | $500K | ||||
| Jun 4, 2026 309-day lag | Sale Jul 30, 2025 |
No ticker
MSD Hospitality Partners LP
|
John Phelan Official Executive branch official | Not reported | $500K | OGE 278-T | |
| Same filing as the row above | Sale Jul 30, 2025 MSD Credit Opportunity Fund, L.P | Not reported | $100K | ||||