Insights

Walmart Beats But Fuel Bites: The 13F Read on WMT

Alex Rivera

Washington Takes Equity in Quantum: The 13F Gap It Fills

Alex Rivera

Kroger's Price War Meets Buffett's $3.6B Stake

Alex Rivera

Meta Cuts 8,000 to Fund $145B AI: The 13F Read

Alex Rivera

Lilly's Retatrutide Hits 30%: The 13F Read on LLY vs Novo

Alex Rivera

Nvidia's $80B Buyback Pivot: What 13F Holders Signal

Alex Rivera

NextEra-Dominion $67B Merger: Who Owns Both Sides

Alex Rivera

What Is a 13F-NT? The Notice Filing Most Readers Skip

13F-NT is the notice filing institutional managers use when their qualifying assets are reported by another manager. It is a pointer, not a portfolio — and it is the single most-misread document in the 13F system.

Sarah Mitchell

John Hess Sells $36M CVX in One Day Post-Merger

John Hess, now a Chevron director after the 2025 merger, sold 195,000 CVX shares for $36M on May 6, 2026 at $183.90-$185.21. His combined trust and direct holdings still total over 1.18M Chevron shares.

Alex Rivera

Marc Benioff's CRM Distributions: Inside the 10b5-1 Cadence

Through Q1 2026 the Salesforce CEO continued mechanical 10b5-1 exercise-and-sell activity while retaining 11.9M shares via trusts and derivatives. The pattern reads as compensation conversion, not conviction shift.

Alex Rivera

What Is a Schedule 13G? Passive 5% Stake Disclosures Explained

Schedule 13G is the SEC's disclosure for passive investors crossing the 5% ownership threshold. Index funds, insurance companies, and qualified institutional buyers file it instead of 13D when they have no intent to influence control.

Sarah Mitchell

Franklin Q1 2026: $1B Into Kroger, +135% AT&T, Trims TDG/ONTO

Franklin Resources flat-lined at -0.4% QoQ but rotated $3.5B+ into KR (+721% shares), BSX (+159%), AJG (+401%), and AT&T (+135%) while trimming TDG, ONTO, and TYL. The internal rotation reads as a defensive cash-flow tilt.

Marcus Chen

Morningstar Founder Mansueto Sells $6.1M MORN Under 10b5-1

Morningstar founder Joe Mansueto sold roughly $6.1M of MORN across May 5-15 under a 10b5-1 plan adopted November 2025. He still beneficially owns 37.5% of the company.

Alex Rivera

Charles Schwab Sells $22M of SCHW in 7 Trading Days

The Schwab founder sold roughly $22M of SCHW across April 23-May 1 at prices from $90 to $91.86. He remains a 10% beneficial owner with 54.4M directly-held Class A shares plus 56.1M via family trusts.

Alex Rivera

Publicis Buys LiveRamp at $38.50: RAMP Holder File Read

Publicis is paying $38.50 per share in cash for LiveRamp, a 29.8% premium. With 288 institutional holders and a year-end close, the ownership file is now a merger-arb problem, not a fundamental one.

Alex Rivera

NextEra to Buy Dominion for $67B: NEE Holder Stack Read

NextEra is paying $67B in stock for Dominion at a fixed 0.8138 exchange ratio. The combined book stretches across NEE's 3,166 holders and D's institutional roster — here is who is set up to gain and who has to swap exposure.

Alex Rivera

Regeneron Fianlimab Trial Fails: What 1,455 REGN Holders Now See

Regeneron's fianlimab+Libtayo combo missed its primary PFS endpoint vs Keytruda at p=0.0627. The data angle is in who has to defend the position — and who already trimmed.

Alex Rivera

How to Read WhaleScore: 13F Filer Quality Composite

WhaleScore combines AUM, portfolio concentration, holdings count, and filer-type classification into a 0-100 composite. This explainer walks through each input, the score bands, and the five misreadings that send first-time users astray.

Sarah Mitchell

Form 4 Insider Trading: What It Tells You About a Company

Form 4 reports corporate insider transactions within 2 business days of execution. This explainer covers transaction codes, the dual-class Table I trap, cluster buying patterns, and 10b5-1 plan sales — plus how to use Form 4 data on 13F Insight.

Sarah Mitchell

What Is a 13F Filing? A Beginner's Guide

Form 13F-HR is the quarterly SEC filing that institutional investment managers running over $100M in U.S. equities must file. This beginner's guide covers who files, what's inside, what it leaves out, and the six-step exercise to read your first 13F.

Sarah Mitchell