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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 23 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 24 hours ago
Cluster selling PL
3 insiders sold $6.26M about 24 hours 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.

10,028 filings

Official insider and political disclosure transactions
Filed Transaction Issuer / asset Reporting person Qty / price Value Source Actions
Aug 19, 2026 1-day lag Sale Aug 18, 2026 Common Stock Read Brian Insider Chief Financial Officer 6,129 shares @ $4.56 Direct ownership $27.95K SEC Form 4
Same filing as the row above Sale Aug 17, 2026 25,240 shares @ $5.24 Direct ownership $132.26K
Aug 19, 2026 1-day lag Sale Aug 18, 2026 Common Stock Parang Touraj Insider President & COO 18,183 shares @ $4.53 Direct ownership $82.37K SEC Form 4
Same filing as the row above Sale Aug 18, 2026 19,810 shares @ $4.56 Direct ownership $90.33K
Aug 19, 2026 1-day lag Sale Aug 18, 2026 Common Stock Kashani Ali Insider Chief Executive Officer 45,158 shares @ $4.56 Direct ownership $205.92K SEC Form 4
Aug 19, 2026 Same-day filing Sale Aug 19, 2026 Class A Common Stock Eisen Anthony Mathew Insider Director 6,000 shares @ $79.55 Direct ownership $477.3K SEC Form 4
Same filing as the row above Sale Aug 18, 2026 6,000 shares @ $79.17 Direct ownership $475.02K
Same filing as the row above Sale Aug 17, 2026 6,000 shares @ $81.63 Direct ownership $489.78K
Aug 19, 2026 2-day lag Award Aug 17, 2026 Common Stock (Long-Term Incentive Performance... Ellerker Marco Insider President, Global Marketplace 16,162 shares @ $0 Direct ownership $0 SEC Form 4
Aug 19, 2026 2-day lag Award Aug 17, 2026 Common Stock (Long-Term Incentive Performance... Spring-green Robin Insider President, Hoka 21,336 shares @ $0 Direct ownership $0 SEC Form 4
Aug 19, 2026 2-day lag Award Aug 17, 2026 Common Stock (Long-Term Incentive Performance... Spangenberg Anne Insider President, Fashion Lifestyle 25,862 shares @ $0 Direct ownership $0 SEC Form 4
Aug 19, 2026 2-day lag Award Aug 17, 2026 Common Stock (Long-Term Incentive Performance... Garcia Thomas Insider Chief Administrative Officer 19,396 shares @ $0 Direct ownership $0 SEC Form 4
Aug 19, 2026 2-day lag Award Aug 17, 2026 Common Stock (Long-Term Incentive Performance... Stefano Caroti Insider President & CEO 109,912 shares @ $0 Direct ownership $0 SEC Form 4
Aug 19, 2026 2-day lag Award Aug 17, 2026 Common Stock (Long-Term Incentive Performance... Ogbechie Angela Insider Chief Supply Chain Officer 16,162 shares @ $0 Direct ownership $0 SEC Form 4
Aug 19, 2026 2-day lag Award Aug 17, 2026 Common Stock (Long-Term Incentive Performance... Fasching Steven J. Insider Chief Financial Officer 29,740 shares @ $0 Direct ownership $0 SEC Form 4
Aug 19, 2026 Same-day filing Sale Aug 19, 2026 Common Stock Abrahamsen Danielle Nicole Insider Chief Accounting Officer 486 shares @ $142.8 Direct ownership $69.4K SEC Form 4
Same filing as the row above Sale Aug 18, 2026 391 shares @ $143.64 Direct ownership $56.16K
Same filing as the row above Sale Aug 17, 2026 119 shares @ $143.98 Direct ownership $17.13K
Aug 19, 2026 26-day lag Buy Jul 24, 2026 Common Stock Rooney Robert Gerald Insider Director 10018.54 shares @ $9.98 Direct ownership $99.98K SEC Form 4
Aug 19, 2026 2-day lag Exercise Aug 17, 2026 Employee Stock Option (right to buy) on Class... Seifert Thomas J Insider Chief Financial Officer 10,000 shares @ $0 Direct ownership $0 SEC Form 4
Same filing as the row above Conversion Aug 17, 2026 Class A Common Stock 10,000 shares Direct ownership Not reported
Same filing as the row above Sale Aug 17, 2026 2,944 shares @ $306.24 Direct ownership $901.58K
Same filing as the row above Exercise Aug 17, 2026 Class B Common Stock on Class A Common Stock 10,000 shares @ $0 Direct ownership $0
Same filing as the row above Sale Aug 17, 2026 Class A Common Stock 2,456 shares @ $307.29 Direct ownership $754.71K
Same filing as the row above Conversion Aug 17, 2026 Class B Common Stock on Class A Common Stock 10,000 shares @ $0 Direct ownership $0
Eisen Anthony Mathew Insider Director
Sale
Calculated transaction value
$477.3K
Traded
Aug 19, 2026
Filed
Aug 19, 2026
Quantity / price
6,000 shares @ $79.55
Eisen Anthony Mathew Insider Director
Sale
Calculated transaction value
$475.02K
Traded
Aug 18, 2026
Filed
Aug 19, 2026
Quantity / price
6,000 shares @ $79.17
Eisen Anthony Mathew Insider Director
Sale
Calculated transaction value
$489.78K
Traded
Aug 17, 2026
Filed
Aug 19, 2026
Quantity / price
6,000 shares @ $81.63
Seifert Thomas J Insider Chief Financial Officer
Sale
Calculated transaction value
$901.58K
Traded
Aug 17, 2026
Filed
Aug 19, 2026
Quantity / price
2,944 shares @ $306.24
Seifert Thomas J Insider Chief Financial Officer
Sale
Calculated transaction value
$754.71K
Traded
Aug 17, 2026
Filed
Aug 19, 2026
Quantity / price
2,456 shares @ $307.29