News

Anthony Wood's Roku Sales Show Why Table II Matters

Anthony Wood's Form 4 activity in ROKU needs a remaining-ownership check before investors infer sentiment.

Datadog CTO Alexis Le-Quoc's April Sales Need The Ownership Context

Alexis Le-Quoc's Form 4 activity in DDOG needs a remaining-ownership check before investors infer sentiment.

Apple's Ternus Succession Lands In A 6,332-Holder Ownership Base

AAPL news needs the ownership map: 6,332 institutional holders, with BlackRock, State Street, FMR, Morgan Stanley, and Berkshire Hathaway all visible near the top of the disclosed holder base.

Charles Schwab’s February Sales Need the 56.1M-Share Table II Context

Charles R. Schwab reported a run of SCHW sales in early February 2026, but the important ownership fact is that the Form 4 data still shows 30.5 million Class A shares and 56.1 million derivative or indirect shares after the recent activity.

PPL’s Data-Center Grid Project Lands in a 996-Holder Utility Map

PPL’s April 2026 data-center transmission headline has a measurable ownership angle: 996 tracked holders and 17 active top-20 names before the next 13F refresh.

Kenneth Duda’s April Arista Sales Meet a Deep AI-Networking Holder Base

Arista CTO Kenneth Duda paired an April 17, 2026 option exercise with multiple same-day ANET sales around $161 to $165, while the company’s stock already sits in a 2,046-holder institutional map.

Capital One’s $425 Million Settlement Meets a 2,189-Holder Base

A federal judge approved Capital One’s $425 million 360 Savings settlement in April 2026. The ownership angle is that COF already sits in a deep institutional map with 2,189 holders, 17 active top-20 names, and two recent 13D/G signals.

April 26, 2026

Ronald Tutor's TPC Form 4 Needs the Backlog Context

Ronald Tutor's recent Form 4 activity sits beside Tutor Perini's record 2025 cash flow, $20.6B backlog, and a beneficial-ownership cross-check.

Oracle's OpenAI Data-Center Headline Lands in a 3,811-Holder Stock

A new Oracle and OpenAI data-center financing headline gets an ownership test: ORCL already has a deep institutional holder base with 15 active top-20 holders.

Murray Stahl Keeps Adding RENN Fund Shares in April Form 4 Filings

Murray Stahl's latest RENN Fund purchases are small, but they extend a long-running open-market buying pattern visible in his insider profile.

NVDA News Gets a 6,028-Holder Ownership Test

Five "Magnificent Seven" companies to report earnings this week is the news peg; 13F Insight's ownership data shows 6,028 holders and 14 active top-holder names behind NVDA.

TSLA News Gets a 4,459-Holder Ownership Test

Tesla starts Cybercab production at Gigafactory Texas is the news peg; 13F Insight's ownership data shows 4,459 holders and 14 active top-holder names behind TSLA.

AMD News Gets a 3,245-Holder Ownership Test

AMD Ryzen 9 9950X3D2 dual-cache processor released is the news peg; 13F Insight's ownership data shows 3,245 holders and 14 active top-holder names behind AMD.

Travis Boersma’s Dutch Bros Sales Still Leave a 27.5% Beneficial Ownership Marker

Dutch Bros founder Travis Boersma has a large career sale history, but the latest ownership context shows why investors should not read the Form 4 sale table as a full exit.

SiriusXM’s iHeart Talks Land in a Holder Base Led by Berkshire

SiriusXM and iHeartMedia merger talks give SIRI a strategic catalyst, but the ownership map is unusually concentrated: Berkshire is the largest disclosed holder and 13D/G activity is already present.

Rivian’s R2 Production Start Now Has an 852-Holder Ownership Test

Rivian started R2 production in Normal, Illinois; 13F Insight data shows 852 institutional holders and an active-holder base that will test whether the milestone can become durable sponsorship.

Mariner Kemper’s UMBF Sales Come After Heartland, Not in an Ownership Vacuum

Mariner Kemper sold UMBF shares in February 2026 after UMB’s Heartland acquisition year, while 13D/G data still showed a 4.81% beneficial ownership marker.

Balu Balakrishnan’s POWI Sales Need an Earnings and Ownership Cross-Check

Power Integrations director Balu Balakrishnan sold POWI shares after Q4 results, but the filed data points to a continuing position and a deep 320-holder institutional base.

Delta’s Jet-Fuel Risk Is Now a 1,386-Holder Ownership Test

A European jet-fuel shortage has turned airline cost pressure back into a market story. Delta’s 1,386-holder base shows where to look for confirmation beyond fare and cancellation headlines.

GM’s Beijing Auto Show Moment Lands in a 1,575-Holder Ownership Base

Global automakers used the Beijing auto show to showcase new models. GM’s ownership map shows why the event matters beyond headlines: 1,575 tracked institutional holders and recent 13D/G activity create a deep but mixed signal.