Updated May 1, 2026 · 785 articles
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Latest market intelligence, industry updates, and institutional investing news from SEC filings data.
CoreWeave CDO Brannin McBee Sells $6M: Decoding the Multi-Class Structure and AI Infrastructure Moat
CoreWeave Chief Development Officer Brannin McBee sold ~$6 million in CRWV stock on April 27, 2026. We dive into the company's complex multi-class share structure and its massive $66 billion backlog as an AI cloud leader.
Alex RiveraVita Coco CEO Martin Roper Cashes $3.6M: Lessons from Boston Beer Applied to the Coconut Water Boom
Vita Coco CEO Martin Roper executed a $3.6 million exercise-and-sell transaction in April 2026. The former Boston Beer chief is applying a 'global platform' strategy to the beverage leader, driving record margins and international growth.
Alex RiveraArista Networks CEO Jayshree Ullal Sells $13M: Is the AI Networking Rally Peak Ethernet?
Arista Networks CEO Jayshree Ullal sold approximately $13 million in ANET stock on April 21, 2026. With career sales reaching $2.20 billion, we analyze Arista's dominance in the AI networking market and the ongoing battle between Ethernet and InfiniBand.
Alex RiveraMartine Rothblatt’s $1.4M Move: Why the United Therapeutics Visionary Just Trimmed Her Stake
United Therapeutics CEO Martine Rothblatt executed a $1.4 million option exercise and sale on April 27, 2026. As she nears $1.05 billion in career sales, we examine her mission to revolutionize organ transplantation and the biotech firm's market dominance.
Alex RiveraCarvana's 2026 Liquidity: Decoding Ernest Garcia III's 13D Beneficial Ownership
Ernest Garcia III continues his insider selling at Carvana (CVNA), but a deep dive into Schedule 13D filings reveals a sophisticated beneficial ownership network that secures the family's control.
Alex RiveraCharles Schwab's $2.8B Liquidity Path: Unpacking the 56M Share Multi-Class Foundation
Charles R. Schwab continues his systematic divestment in 2026, but a 13F Insight analysis reveals a massive 56 million share stake in Table II that secures his long-term legacy.
Alex RiveraMarc Benioff's $11B Salesforce Strategy: Decoding the 11.9M Share Table II Moat
Salesforce CEO Marc Benioff has sold $11.38 billion in CRM stock over his career, but a look at his Form 4 Table II reveals a massive 11.9 million share stake that the headlines often ignore.
Alex RiveraAMD's Q1 2026 AI Surge: BlackRock and Citadel Build an Institutional Moat
Advanced Micro Devices (AMD) reports a surge in AI chip demand for Q1 2026, backed by a massive $55 billion institutional moat from BlackRock, State Street, and Citadel.
Alex RiveraStarbucks Q2 Sales Drop Sparks Institutional Recalibration: Where the Smart Money Stands
Starbucks (SBUX) shares fell after reporting a surprise drop in Q2 comparable sales. We analyze how institutional giants like Capital World and BlackRock are positioned amid the turnaround effort.
Alex RiveraExxon Mobil Slips on Iran Peace Proposal: What 4,800 Institutional Holders Are Watching
As oil prices retreat following a surprise Iran peace proposal, we dive into the institutional ownership data of Exxon Mobil (XOM) to see how the world's largest asset managers are positioned.
Alex RiveraVita Coco CEO Martin Roper Executes $3.6M in Exercise-and-Sell: Inside the Beverage Leader’s Strategy
Vita Coco (COCO) CEO Martin Roper reports a series of option exercises and sales in April 2026. We look at the ownership context and institutional depth.
Alex RiveraDatadog CTO Alexis Le-Quoc Sells $6.3M in Shares: Reading the April Sell-Side Signal
Datadog CTO Alexis Le-Quoc executes a series of sales in late April 2026. We analyze the conviction signal and the institutional holder base.
Alex RiveraCoreWeave CDO Brannin McBee Sells $6M in Class A Shares: Why the Multi-Class Ownership Matters
CoreWeave CDO Brannin McBee reports significant sales of Class A shares. We look at the Table II derivative holdings and beneficial ownership context.
Alex RiveraAstraZeneca Stock Falls on FDA Panel Rejection: Why PRIMECAP and 891 Institutions Remain Anchored
AstraZeneca (AZN) faces a clinical setback as an FDA panel votes against camizestrant. We look at the institutional holder base for signs of long-term conviction.
Sarah MitchellAres Management Records $30B Q1 Fundraising: The Institutional Surge into Private Credit
Ares Management sets a new fundraising record in Q1 2026. We analyze the institutional holder base and the private credit boom.
Marcus ChenExxon Mobil Q1 Earnings: Why 4,835 Institutions Are Watching the Hedging Gap
Exxon Mobil reports Q1 earnings amidst oil price surges and hedging losses. We dive into the institutional holder base to see who is doubling down.
Marcus ChenEnergy Giants in Retreat: What the 13F Data Says About Exxon and Chevron's Post-Earnings Landscape
As Exxon Mobil and Chevron report first-quarter profit declines, we look at how the largest institutional holders like BlackRock and Norges Bank are positioning in the energy sector.
Alex RiveraApple's Next Chapter: John Ternus and the 6,340 Institutional Holders Watching the Transition
As John Ternus is named Tim Cook's successor, we analyze Apple's massive institutional holder base, including Berkshire Hathaway and the index giants anchored in the stock.
Alex RiveraAtlassian's Earnings Beat: What the Institutional Ownership Map Reveals About the Post-Results Jump
Atlassian shares surged after a fiscal third-quarter beat, but 13F data reveals a deeper story of institutional conviction and heavy concentration among top active managers.
Alex RiveraCharles Schwab's Strategic Pivot: Clearing the 'TD Overhang' Amid Insider Sales
As TD Bank completes its total exit from Charles Schwab to fund regulatory penalties, founder Charles R. Schwab and top execs engage in tactical rebalancing.
Alex Rivera