Updated May 10, 2026 · 785 articles
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Latest market intelligence, industry updates, and institutional investing news from SEC filings data.
Kurtz's $6.5M CRWD Sale: Plan-Driven Inside a $5B ARR Print
CrowdStrike CEO George Kurtz sold 14,189 CRWD shares for ~$6.5M in early May under a Jan 6, 2026 10b5-1 plan. Tax-withholding accounted for nearly half.
Alex RiveraSchwab Founder Sells $22M at $91 After $106 February Tape
Charles R. Schwab disposed of 241,643 SCHW shares for $22.1M in April-May 2026 at ~$91, an acceleration from the $106 February tape. He still holds 110M+ shares.
Alex RiveraRonda Stryker's $137M SYK Trim — But She Just Reaffirmed 4%
Stryker director Ronda Stryker sold ~$137M of SYK on Feb 4-5, 2026, then filed a Schedule 13D/A on April 14 reaffirming a 15.2M-share, 4% beneficial stake.
Alex RiveraEric Yuan's $7M Zoom Sales: Plan-Driven, Not a Bear Bet
Zoom CEO Eric Yuan disposed of 85,196 ZM shares for ~$7M under a 10b5-1 plan in April. The Form 4 Table II and a Vanguard 13G reshuffle tell a more nuanced ownership story.
Alex RiveraArista CEO Ullal Sells ~$180M ANET Days Before Vanguard 13G
Arista CEO Jayshree Ullal sold roughly 1.06M ANET shares across April 20-22, 2026 in a plan-driven Form 4 cluster totaling ~$180M. Vanguard Capital Management filed a fresh 6.25% 13G six business days later.
Alex RiveraBezos Gifts 1.25M AMZN Shares as Vanguard Files Fresh 13G
Jeff Bezos transferred 1,253,797 AMZN shares via Form 4 gift filings on May 1 and May 4, 2026 — code G transactions, not open-market sales. Vanguard Capital Management filed a fresh 6.77% 13G six days earlier.
Alex RiveraCohen Pivots from GME to $56B eBay Bid as Vanguard Exits
Ryan Cohen filed three GameStop Schedule 13D amendments inside two weeks of January 2026, then pitched a $56B eBay offer. Vanguard's March 26 13G exit closes the picture.
Alex RiveraDJT Posts $406M Q1 Loss as Vanguard Files 13G Exit
Trump Media's Q1 net loss hit $405.9M on bitcoin and CRO markdowns. The deeper story sits in two 13G exits — Vanguard's March 27 unwind and Jane Street's earlier 10.2M-share book closure.
Alex RiveraFidelity Cut First Solar From 6.1% to 1.7% in One Quarter
Fidelity filed a Schedule 13G/A on May 6, 2026, disclosing 1.7% beneficial ownership of First Solar. The previous filing in February disclosed 6.1%. The 4.4-percentage-point trim across one quarter is roughly 4.7 million shares — among the largest active-manager exits of 2026 in clean-tech equity.
Alex RiveraVita Coco's Roper Sells at $50 — Koch Family Holds 21.6%
Vita Coco CEO Martin Roper executed multiple option exercise + sale sequences at $50 per share through April 2026. The stock has been re-rating, but the structural feature of COCO's holder file is concentration: Koch C James holds 21.62% of beneficial ownership through a private investor structure.
Alex RiveraAn Indiana Foundation Holds More Lilly Than BlackRock Does
Eli Lilly committed an additional $4.5 billion to Indiana manufacturing sites and opened its first dedicated genetic medicine facility. The institutional read on LLY starts with the holder file — and the largest single position is not a money manager. It is the Lilly Endowment, an Indiana foundation, holding $84.5 billion.
Alex RiveraFMR Holds 10.5% of Roku. Anthony Wood Holds 16M Class B
Anthony Wood's Form 4 Table I shows zero Roku Class A shares directly held. The Class B Table II shows 16,268,111 shares retained. Meanwhile FMR's Schedule 13G/A discloses 10.5% beneficial ownership. The dual-class structure is the entire story.
Alex RiveraSaudi PIF and Tiger Global Anchor Take-Two's GTA VI Bet
Strauss Zelnick is betting $1B on the decade's biggest game launch. The institutional holder file behind that bet has Saudi Arabia's Public Investment Fund at $2.9B and Tiger Global at $1.5B — sovereign-wealth and crossover-venture money, not gaming-sector specialists.
Alex RiveraDatadog CTO's $10.74 Strike Options Met April's $130 Tape
Datadog CTO Alexis Le-Quoc filed Form 4 transactions on April 6 and April 22, 2026 — $10.74 strike options exercised, underlying shares sold across $117-133. The economics are 1,090% per option exercised. The pattern is plan-driven, not view-driven.
Alex RiveraPEAK6 Tops Arm's Holder File — Q1 Beat Sold Off Anyway
Arm Holdings beat Q1 estimates and shares slid. That outcome makes sense the moment you look at ARM's institutional holder file — PEAK6 ($1.2B), Goldman Sachs ($911M), Citadel Advisors ($857M), Barclays ($687M), Walleye Trading ($658M). The file reads as event-driven and options-flow money, not long-only conviction.
Alex RiveraFidelity Crossed 8.7% in Micron as Mehrotra Sold the $540 Tier
Micron CEO Sanjay Mehrotra filed Form 4 sales May 1, 2026 with multi-thousand-share blocks executing across a tight $538-545 price band. The HBM-cycle context plus the 13G threshold-crossing tape make the holder file the more informative read.
Alex Rivera'CoreWeave CDO Sold Everything' Misreads Form 4 by 6.99M Shares
CoreWeave Chief Development Officer Brannin McBee filed Form 4 sales April 27, 2026. The headline Class A figure shows zero direct holdings — but Table II shows 6.99 million derivative shares retained. Reading the dual-class structure correctly is the first-line check.
Alex RiveraEric Yuan Sold $7M of Zoom in Two Days at a $4-Wide VWAP Band
Zoom founder Eric Yuan filed Form 4 sales on April 13-14, 2026, with multi-thousand-share blocks executing across a tight $80-84 price band. Cumulative recorded sales now total $1.30 billion across 1,528 transactions.
Alex RiveraMcDonald's Q1 Lands With Zero Activist 13Ds on the Tape
McDonald's beat Q1 2026 earnings and revenue estimates as the WSJ leads on value-menu wars. The institutional holder file — 3,750 filers, 16 active managers in the top 20 — reveals where conviction sits as MCD presses ahead in fast-food's value tier.
Alex RiveraWhirlpool Q1: Tepper's Appaloosa $282M, Recession Warn
Whirlpool's Q1 2026 print warns Americans are behaving like they're in a recession. The institutional holder file is concentrated and informative — Appaloosa's $282M (David Tepper) and PRIMECAP's $275M anchor an active conviction tier that survives the recession framing.
Alex Rivera