Updated Mar 25, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Two ConnectOne Bancorp Executives Logged March Tax Sales After Equity Vesting
ConnectOne Bancorp insiders Frank Sorrentino III and Laura Criscione reported roughly $623K of code F dispositions on March 20 and March 23, 2026, a pattern that reads as tax settlement rather than open-market selling.
Alex RiveraHow to Connect AUM History With Holdings Changes to Find Real Conviction
A rising position can mean fresh buying, but it can also mean a rising stock inside a portfolio that is already getting larger for other reasons.
Sarah MitchellHow to Read a Stock Holder List Without Confusing Big Positions for Fresh Buying
A large holder is not automatically a recent buyer. Holder lists are most useful when you compare them across quarters and against portfolio context.
Sarah MitchellHow Dual-Class Share Structures Distort Insider Ownership Signals
If you only read Table I or only look at one ticker line, you can end up calling a founder out when they still control the company.
Sarah MitchellHow to Use Insider Profile Pages to Separate Routine Sellers From New Signals
The insider profile page is where you decide whether a fresh filing fits a long-running pattern or breaks from the insider's usual behavior.
Sarah MitchellHow to Read Locked Historical Quarters on 13F Insight Without Misunderstanding Tier Limits
A locked quarter does not mean the data is bad. It means the page is older than your plan allows for full detail access.
Sarah MitchellHow to Use Historical Quarter Pages Without Chasing a Stale Position
Historical quarter pages are useful when you want context, but dangerous when you forget that the portfolio snapshot is old by design.
Sarah MitchellWhy Form 4 Tax Withholding Is Not the Same as Open-Market Selling
Code F can look like insider selling in a headline, but it usually reflects shares withheld to cover taxes after vesting or exercise events.
Sarah MitchellHow to Read a Multi-Insider Cluster Without Calling It a Bearish Signal
When several executives file Form 4s around the same week, the right question is whether they sold, bought, exercised, or just covered taxes.
Sarah MitchellUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's $472.97B 2025Q4 Build Opened 38 New Positions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported $472.97B for 2025Q4, with NVDA at 8.13% and top-5 concentration at 27.42%.
Marcus ChenDiesslin Group, Inc.'s $251.64M 2025Q4 Filing Prints a 66.61% Top-5 Cluster
Diesslin Group, Inc. reported $251.64M for 2025Q4, with BRK/B at 23.93% and top-5 concentration at 66.61%.
Marcus ChenBANK OF MONTREAL /CAN/'s $288.73B 2025Q4 Build Opened 78 New Positions
BANK OF MONTREAL /CAN/ reported $288.73B for 2025Q4, with NVDA at 5.02% and top-5 concentration at 18.22%.
Marcus ChenOutset Medical CEO Leslie Trigg Kept Selling Small Lots Into a 2026 Margin-Rebuild Story
Outset Medical CEO Leslie Trigg continued a small-lot selling pattern into early 2026 even as the company pointed to better margins and a stronger cash runway.
Alex RiveraENVESTNET ASSET MANAGEMENT INC's $337.09B 2025Q4 Build Opened 33 New Positions
ENVESTNET ASSET MANAGEMENT INC reported $337.09B for 2025Q4, with IVV at 6.17% and top-5 concentration at 14.27%.
Marcus ChenKYN Chairman Jim Baker Bought Another 25,000 Shares as Energy Infrastructure Stayed in Focus
Jim Baker added 25,000 more KYN shares in March 2026, extending a steady run of open-market purchases in Kayne Anderson Energy Infrastructure Fund.
Alex RiveraThree AMETEK Executives Logged Same-Week Tax Sales After Fresh Stock Awards
AMETEK insiders David Zapico, John Hardin, and Tony Ciampitti all reported March 2026 code F tax withholdings after new equity awards, a compensation event that reads differently from open-market selling.
Alex RiveraHow Form 4 Table I Can Mislead You About Insider Ownership in Multi-Class Companies
A Form 4 can show zero Class A shares after a sale even when the insider still controls a large beneficial stake elsewhere. Here is how to read Table I, Table II, and 13D or 13G together.
Sarah MitchellWhy Share Count Changes and Portfolio Weights Can Tell Opposite Stories in 13F Data
A manager can buy more shares and still show a lower portfolio weight, or cut shares while a position looks bigger. This guide explains how to read both signals together.
Sarah MitchellInside National Pension Service's $135.07B 2025Q4 Portfolio: What the Latest Filing Says
National Pension Service reported $135.07B for 2025Q4, with NVDA at 6.92% and top-5 concentration at 24.48%.
Marcus ChenFIRST TRUST ADVISORS LP's $137.60B 2025Q4 Build Opened 51 New Positions
FIRST TRUST ADVISORS LP reported $137.60B for 2025Q4, with CSCO at 1.72% and top-5 concentration at 7.55%.
Marcus Chen