Latest research, educational guides, and news from the world of institutional investing.
Wells Fargo executive Bridget Engle sold 30,000 WFC shares worth $2.6M on Feb 26, 2026 — exactly one month after receiving a 41,428-share equity award.
Three Rexford Industrial insiders purchased a combined $487K in REXR shares on Feb 27, 2026 — a rare coordinated insider buying signal in the industrial REIT.
Garrett Motion executive Olivier Rabiller received a 456,461-share award on Feb 11 and then sold 662,963 shares ($13.5M) over two weeks — offloading far more than he was granted.
Bloom Energy officer Shawn Soderberg exercised options at $31 and immediately sold at $178-180, netting $8.1M in a single day — her third major sell-off in four months.
Arcellx CEO and founder Rami Elghandour sold nearly 90,000 ACLX shares worth $10.2M on Feb 27 — part of a structured liquidity sequence that included option exercises and share gifts earlier in the month.
Axsome Therapeutics COO Mark Jacobson sold his entire remaining position worth $5.7M while Director Mark Coleman sold $4M on the same day — a coordinated $9.8M insider exit.
Jane Street Group disclosed $662B across 17,120 positions for Q4 2025 — up 44% in one year. SPY puts alone total $96B. Inside the quant powerhouse.
Citadel Advisors disclosed $665.9B across 15,403 positions for Q4 2025. Every top-15 holding is a put option — from $39.5B in SPY puts to $34.5B in Tesla puts.
Norges Bank disclosed $935B in US equities for Q4 2025. NVIDIA leads at $62B (6.7%), Apple $52B, Microsoft $51B. Zero options, pure equity.
Norges Bank Investment Management, managing the world's largest sovereign wealth fund, disclosed $935B in US equities for Q4 2025 — a 7.4% QoQ increase. NVIDIA leads at $62B (6.7% of portfolio), followed by Apple at $52B and Microsoft at $51B.
A practical 10b5-1 filter that helps investors distinguish routine insider selling from meaningful risk signals.
How to separate true insider conviction from mechanical option-related flows in Form 4 filings.
A practical framework for identifying high-signal insider cluster buying events and filtering out low-information Form 4 noise.
CEO Marc Benioff and CTO Parker Harris combined for over $35 million in Salesforce stock sales during Q4 2025, with Harris executing a single-day $31.6M exercise-and-sell on December 2.
The Lilly family's philanthropic endowment dumped 376,000 LLY shares worth $406 million between November and December 2025, yet its remaining 92.2 million shares are worth over $100 billion.
Both Scott Farquhar and Mike Cannon-Brookes sold thousands of Atlassian shares across Jan 23-28 in near-identical transaction patterns, totaling approximately $4M in combined dispositions.
Sanders Capital's $86.8B portfolio exits Alibaba, Halliburton, and Schlumberger while opening a $2.3B Salesforce position and doubling its Lockheed Martin stake — a decisive Q4 2025 value pivot.
Abu Dhabi's Mubadala sovereign wealth fund holds 90% of its $17.5B portfolio in GlobalFoundries, added $631M in Bitcoin via IBIT, and opened positions in 4 quantum computing stocks in Q4 2025.
Snehal Amin's Windacre Partnership surged from $4.4B to $9.3B in a single quarter, deploying $4.9B across 7 new positions headlined by a brand-new $1.38B bet on Roper Technologies that the fund had never previously held.
Soros Fund Management's Q4 2025 13F reveals a bold pivot to energy options (XOP, XLE) and AI infrastructure (CoreWeave, Kodiak AI), with the portfolio surging 23% to $8.6B across 244 assets.