Updated Apr 5, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Leggett & Platt Insider Karl Glassman Discloses $22M Activity Following Recent Dividend Cut
Karl Glassman, a major insider at Leggett & Platt, has disclosed a series of transactions totaling $22.4 million as the company navigates a major strategic shift and dividend reduction.
Alex RiveraVeriFone Director Barry Zwarenstein Continues Systematic Sales Amid Post-Rally Volatility
VeriFone director Barry Zwarenstein has executed another round of systematic sales, bringing his total proceeds to over $85 million as the company's ownership structure evolves.
Alex RiveraFirst Solar Director Michael Ahearn Offloads $740M in Massive Multi-Year Exit
One of First Solar's most prominent insiders, Michael Ahearn, has completed one of the largest insider selling campaigns in recent memory, totaling over $740 million.
Alex RiveraMastering the Insider Cluster Signal: How to Spot Multiple Executives Buying at the Same Time
A single insider buy is interesting, but an 'insider cluster' is powerful. Learn how to identify when multiple executives are buying at once.
Sarah MitchellWhy Institutional Selling Doesn't Always Mean a Bearish Thesis: Rebalancing vs. Conviction Shifts
Don't panic when you see a fund trimming its top holdings. Learn how to distinguish between tactical rebalancing and a real shift in investment thesis.
Sarah MitchellDecoding 13F vs. 13D Filings: Why One Is a Quarterly Snapshot and the Other is a Red Alert
Learn the critical differences between delayed 13F reports and the rapid-fire 13D filings that signal active institutional moves.
Sarah MitchellMurray Stahl Kept Buying RENN Fund Into March: Why a Tiny Insider Buy Can Still Matter
Horizon Kinetics co-founder Murray Stahl kept adding RENN Fund shares in late March 2026. The dollars were small, but the setup matters because he sits at the center of the funds strategy, board, and ownership story.
Alex RiveraHow to Read Position Rank Changes Without Overreacting to Market Moves
A stocks rank in a portfolio can jump even when the manager barely touched the shares. Here is how to read rank changes without turning market movement into a false signal.
Sarah MitchellHow to Use Stock Holder Pages to See If a Trade Is Crowded
Before you chase a popular idea, check the stock holder page. It is the fastest way to see whether a trade is truly crowded or just widely known.
Sarah MitchellHow to Read Mega-Cap Overlap Without Assuming Funds Are Copying Each Other
Lots of filers own the same mega-cap names. That does not mean they share the same thesis. Here is how to tell real consensus from shallow overlap.
Sarah MitchellHow to Use Insider Profiles With 13F Data to Build Event-Driven Watchlists
The best watchlists combine institutional ownership with insider behavior. Here is a practical workflow using insider profiles, stock pages, and filer pages together.
Sarah MitchellWhen 13F AUM and Holdings Value Do Not Match: A Simple Sanity Check
Sometimes the headline 13F AUM and the visible holdings sum tell different stories. Here is how to sanity-check the numbers before you repeat the wrong one.
Sarah MitchellHow to Read ETF Positions in a 13F Without Mistaking Them for Stock Picks
ETF-heavy filings can look active when they are really just broad exposure sleeves. Here is how to spot the difference before you copy the wrong signal.
Sarah MitchellHow to Use Historical Quarter Pages to Find Real Position Changes
Historical quarter pages are the easiest way to stop comparing the wrong snapshots. Here is how to use them to isolate real change instead of filing-noise.
Sarah MitchellHow to Compare Two 13F Filers Without Letting AUM Fool You
A bigger 13F portfolio does not automatically mean a better idea source. Here is a cleaner way to compare managers using concentration, turnover, and stock-level context.
Sarah MitchellSimplex Trading's $177.41B Q4 2025 13F Looks Like an Options Wall, Not a Stock Portfolio
Simplex Trading reported a $177.41B Q4 2025 13F, but the filing reads less like a stock portfolio and more like an options-heavy market-structure book. That distinction is the whole story.
Marcus ChenQ1 2026 13F Filings Preview: What Smart Money Will Reveal
Q1 2026 13F filings are due May 15, 2026. Track Berkshire, Millennium, Bridgewater and more. See expected filing dates, AI/sector themes, and how to access data the moment it drops.
Marcus ChenHow to Track What Buffett Bought in Q4 2025 Using 13F Filings
Buffett's Berkshire Hathaway holds $274B across 42 positions. Here's how to read his Q4 2025 13F — what he added, what he trimmed, and how to follow his next move before most investors notice.
Sarah Mitchell