Updated May 12, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Director Form 4 Sales vs CEO Form 4 Sales: Reading the Difference
A long-tenured director selling $71M of stock and a CEO selling $71M of stock are not the same signal. Here is how to read each Form 4 with the correct interpretive frame.
Sarah MitchellFounder-Controlled Cap Tables: Reading 13D/A Family Block Filings
When a founder family files a Schedule 13D/A reflecting a major share movement, the percent-of-class line tells one story and the underlying transactions tell another. Here is how to read both without confusing structure for sentiment.
Sarah Mitchell13F Share Count vs Weight: Two Columns, Two Stories
A 13F position can hold a steady weight while the share count drops by a third — and vice versa. Here is how to read both columns together so the trade isn't hidden by the price-driven noise.
Sarah MitchellDatadog CTO Le-Quoc Sells $9.4M DDOG Across 8 April Tranches
Datadog co-founder and CTO Alexis Le-Quoc sold 75,524 DDOG shares for $9.4 million across two clusters in April 2026, leaving 531,311 directly held alongside 2.55 million Class B shares.
Alex RiveraApple Chair Levinson Sells $71M AAPL — Holds 3.82M Shares
Arthur Levinson, Apple's chairman of the board, sold 250,000 AAPL shares for $71.2 million on May 6, 2026 at an average $284.80, leaving 3.82 million shares directly held — roughly $1.09 billion at the sale-day price.
Alex RiveraCarvana Co-Founder Garcia Sells $1.9B in May 2026 Form 4
Ernest Garcia II reported $1.9 billion in CVNA share sales on May 1, 2026 — 4 million shares at $450 and $500 — alongside a 13D/A confirming the family's remaining 22.9% beneficial ownership.
Alex RiveraGreenhaven Q4 2025: GM Cut 34%, Baxter +70%, SLB New
Edgar Wachenheim's Greenhaven Associates ran a 30-stock $6.17B book in Q4 2025. The quarter: GM share count cut 34%, Baxter shares up 70%, SLB initiated, four homebuilders still anchor the top five.
Marcus ChenGeneral Atlantic Q4 2025: Chime +38%, Akero Exit, Biotech Adds
General Atlantic's Q4 2025 13F runs 13 names and $2.87B — a thin slice of a much larger PE book. The quarter's signal: Chime added 38%, Akero exited, biotech deepens, Webull near-zero.
Marcus ChenPineStone Q4 2025: 43 Names, $16.1B AUM, Compounder Bias
PineStone Asset Management ran a 43-stock $16.09B book in Q4 2025 with TSM, GOOGL, and MSFT at the apex. The quarter's tape: rotation into GOOGL and Moody's, a 19.8% trim of AutoZone.
Marcus ChenGM's $12.75M Privacy Deal: Active Holders Will Price It
General Motors agreed to a $12.75 million settlement over selling customer driving data. With 1,584 institutional holders, the real reaction comes from a small active block — not the index complex.
Alex RiveraHow to Spot a 10b5-1 Plan in Form 4: The VWAP Fill Profile
Most 'CEO sells stock' headlines misread the underlying Form 4 cadence. Pre-scheduled Rule 10b5-1 plans and discretionary block sales execute very differently, and the data tells you which is which — if you know what to look for in the fill profile, daily share count, and continuation pattern.
Sarah MitchellWhen 13F Reported Value Lies: The BRK/A and 5 Other Traps
13F filings report dollar value across millions of institutional positions, but the headline number can wildly mismatch economic ownership. Six common traps — Berkshire Class A's per-share price distortion, options notional reporting, market-maker inventory, and others — that every reader should learn to spot before drawing portfolio inferences.
Sarah MitchellMirae Asset Q4 2025: A $36B Korean Tech-Heavy Global Book
Mirae Asset Global Investments — Korea's largest asset manager — reported a $36.04B US-listed equity book in its Q4 2025 13F, anchored by a 7.4% Nvidia position, a 5.5% Apple stake, and an unusually dense semiconductor sleeve totaling roughly 15% of disclosed AUM across NVDA, AVGO, AMD, TSM, MU, TXN, LRCX, and QCOM.
Marcus ChenTim Cook Bought $4M of NIKE Personally While Selling Apple
Apple CEO Tim Cook bought 25,000 NIKE shares at $42.43 on April 10, 2026 — his second personal NKE purchase in four months. The same Form 4 tape shows his April 1-2 Apple option vest-and-sell cycle generating roughly $16.6M in AAPL proceeds. A CEO selling his own company's stock on schedule and personally buying another company's stock at a 28% lower price is a rare data alignment.
Alex RiveraUTHR CEO Rothblatt: $38M Exercise-and-Sell Across 7 Sessions
United Therapeutics CEO Martine Rothblatt has been running a clean exercise-and-sell cadence: 9,500 options exercised at $146.03 strike, then 9,500 shares sold at the open market ~$580+ price — repeating across seven trading sessions from April 16 through May 7, 2026.
Alex RiveraCrowdStrike CEO Kurtz Sells $11M Across 8 Trading Days in May
CrowdStrike CEO George Kurtz disposed of roughly 26,399 CRWD shares across eight consecutive trading sessions from April 27 to May 6, 2026, at prices ranging from $467 to $475. The execution pattern — uniform daily share counts split across 8-25 fills per day — is the signature of a Rule 10b5-1 algorithmic plan, not discretionary sentiment.
Alex RiveraFrontier (ULCC) After Denver Incident: A Founder-Controlled Tape
A fatal ramp incident at Denver International involving a Frontier Airlines aircraft has put the airline's operational and ownership structure under fresh scrutiny. ULCC's 166-name institutional holder list is unlike a typical mega-cap tape: Indigo Partners and Wildcat Capital combined sit on more than half the disclosed dollar weight.
Alex RiveraCoinbase Faces Senate Crypto Bill Vote: Market-Maker-Heavy Tape
The Senate Banking Committee is set to vote on landmark digital asset legislation that would reshape how exchanges like Coinbase report and custody assets. Our 1,300-name institutional holder map tells a story most coverage misses: the top of the tape is dominated by market makers, not active conviction.
Alex RiveraNvidia 'Load Up by May 20' Trade: Holder Data Check
TipRanks circulated a 'load up ahead of May 20' Nvidia call this week, tying the trade to the next earnings print. With 6,041 institutional holders tracked, the question isn't whether anyone is buying — it's which active filers actually moved the needle into the window.
Alex Rivera