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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.

69,047 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Sep 16, 2026 2-day lag Sale Sep 14, 2026 Class C Common Stock Silver Lake Partners V De (aiv), ... Insider Director / Ten Percent Owner 323 shares @ $536.74 Indirect ownership $173.37K SEC Form 4
Same filing as the row above Sale Sep 14, 2026 665 shares @ $535.76 Indirect ownership $356.28K
Same filing as the row above Sale Sep 14, 2026 1,495 shares @ $539 Indirect ownership $805.8K
Same filing as the row above Sale Sep 14, 2026 1,487 shares @ $532.62 Indirect ownership $792.01K
Same filing as the row above Sale Sep 14, 2026 878 shares @ $534.55 Indirect ownership $469.33K
Same filing as the row above Sale Sep 14, 2026 48 shares @ $543.04 Indirect ownership $26.07K
Same filing as the row above Sale Sep 14, 2026 278 shares @ $540.18 Indirect ownership $150.17K
Same filing as the row above Exercise Sep 14, 2026 Class B Common Stock on Class C Common Stock 20,434 shares @ $0 Indirect ownership $0
Same filing as the row above Sale Sep 14, 2026 Class C Common Stock 264 shares @ $540.82 Indirect ownership $142.78K
Same filing as the row above Sale Sep 14, 2026 1,039 shares @ $537.94 Indirect ownership $558.92K
Same filing as the row above Sale Sep 14, 2026 2,588 shares @ $530.67 Indirect ownership $1.37M
Same filing as the row above Sale Sep 14, 2026 1,029 shares @ $533.8 Indirect ownership $549.28K
Same filing as the row above Sale Sep 14, 2026 3,834 shares @ $531.63 Indirect ownership $2.04M
Same filing as the row above Exercise Sep 14, 2026 20,434 shares Indirect ownership Not reported
Sep 16, 2026 2-day lag Sale Sep 14, 2026 Class C Common Stock Sl Spv-2, L.p. Insider Director / Ten Percent Owner 83 shares @ $543.04 Indirect ownership $45.07K SEC Form 4
Same filing as the row above Sale Sep 14, 2026 6,674 shares @ $531.63 Indirect ownership $3.55M
Same filing as the row above Sale Sep 14, 2026 4,505 shares @ $530.67 Indirect ownership $2.39M
Same filing as the row above Sale Sep 14, 2026 546 shares @ $542.13 Indirect ownership $296K
Same filing as the row above Sale Sep 14, 2026 2,589 shares @ $532.62 Indirect ownership $1.38M
Same filing as the row above Sale Sep 14, 2026 485 shares @ $540.18 Indirect ownership $261.99K
Same filing as the row above Exercise Sep 14, 2026 Class B Common Stock on Class C Common Stock 36,773 shares @ $0 Indirect ownership $0
Same filing as the row above Sale Sep 14, 2026 Class C Common Stock 459 shares @ $540.82 Indirect ownership $248.24K
Same filing as the row above Sale Sep 14, 2026 2,602 shares @ $539 Indirect ownership $1.4M
Same filing as the row above Sale Sep 14, 2026 562 shares @ $536.74 Indirect ownership $301.65K
Same filing as the row above Sale Sep 14, 2026 1,792 shares @ $533.8 Indirect ownership $956.57K
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$173.37K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
323 shares @ $536.74
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$356.28K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
665 shares @ $535.76
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$792.01K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
1,487 shares @ $532.62
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$469.33K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
878 shares @ $534.55
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$150.17K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
278 shares @ $540.18
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$142.78K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
264 shares @ $540.82
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$558.92K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
1,039 shares @ $537.94
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$1.37M
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
2,588 shares @ $530.67
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$549.28K
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
1,029 shares @ $533.8
Silver Lake Partners V De (aiv), L.p. Insider Director / Ten Percent Owner
Sale
Calculated transaction value
$2.04M
Traded
Sep 14, 2026
Filed
Sep 16, 2026
Quantity / price
3,834 shares @ $531.63