News

Morningstar Founder Mansueto Keeps Trimming, Still Owns 37%

Morningstar Executive Chairman Joe Mansueto sold ~$3.72M in MORN in mid-May 2026 under a 10b5-1 plan, but still controls about 37.5% of the company.

Alex Rivera

Cloudflare's Co-Founders Keep Selling Into the AI Story

Cloudflare President Michelle Zatlyn sold ~$92.7M over six months alongside CEO Matthew Prince's ~$187.3M — structured founder selling as AI demand accelerates.

Alex Rivera

Arista's CEO and CTO Sell Into the AI Networking Boom

Arista Networks CEO Jayshree Ullal and CTO Kenneth Duda both exercised options and sold in May 2026 — plan-driven sales as the company doubled its AI revenue target.

Alex Rivera

Bezos Gifts $311M in Amazon Stock - and Why It's Not a Sale

Jeff Bezos transferred more than 1.25 million Amazon shares in early May 2026, worth roughly $311 million. The Form 4 codes them as gifts, not sales - a distinction that matters for how you read the filing.

Alex Rivera

Tim Cook's April 2026 AAPL Sale: An RSU Vest, Not a Signal

Apple CEO Tim Cook sold $16.5 million of AAPL on April 2, 2026 under a prearranged 10b5-1 plan - the net shares from a routine annual RSU vesting, not a discretionary bet. He still holds about 3.3 million shares.

Alex Rivera

Zoom Founder Yuan Sells $7M ZM Amid AI Reacceleration

Zoom founder Eric Yuan sold about $7 million of ZM in April 2026 through a convert-and-sell, keeping roughly 20.75 million shares, as the company's AI Companion adoption surged and growth began reaccelerating toward a $5 billion target.

Alex Rivera

CoreWeave Cofounder McBee Sells $32M CRWV Block

CoreWeave co-founder Brannin McBee sold $32 million of CRWV in a single late-April 2026 block, his largest disclosed sale, even as the Nvidia-backed AI cloud posted a record quarter and a near-$100 billion backlog. He still holds a 4.1% stake.

Alex Rivera

CrowdStrike CEO Kurtz Trims $5M CRWD Near Record Highs

CrowdStrike founder George Kurtz sold roughly $5 million of CRWD in a steady mid-May 2026 drip near record highs, weeks after the company crossed $5.25 billion in annual recurring revenue. The Form 4 cadence points to a plan, not a pivot.

Alex Rivera

UTHR CEO Rothblatt Sells $5M Stock After Pipeline Wins

United Therapeutics founder Martine Rothblatt exercised long-dated options and sold $5.4 million of UTHR on May 21, 2026, days after back-to-back late-stage trial wins that underpin the company's path to $8 billion in peak revenue.

Alex Rivera

Datadog Cofounder Le-Quoc Sells $9M DDOG After Raise

Datadog co-founder and CTO Alexis Le-Quoc sold roughly $9 million of DDOG on May 18, 2026, just weeks after the company posted its first billion-dollar quarter and lifted its 2026 revenue outlook on AI observability demand.

Alex Rivera

Roku CEO Wood Sells $10M ROKU, Keeps 16M Class B Shares

Roku founder Anthony Wood sold roughly $10 million of ROKU on May 11, 2026 through a convert-and-sell, but his Form 4 shows he retains 16.2 million Class B shares and the voting control that comes with them — just as Roku swung to profitability.

Alex Rivera

Monolithic Power CEO Hsing Sells $59M as MPWR Tops $1,500

Monolithic Power founder Michael Hsing sold 40,000 MPWR shares for $59.3 million on May 18, 2026, near record highs, days after AI data-center demand drove enterprise revenue up nearly 98% year over year.

Alex Rivera

Cloudflare CEO Prince Sells $33M in NET Amid AI Pivot

Cloudflare co-founder Matthew Prince sold roughly $33 million of NET stock across three sessions in May 2026, days after the company cut 20% of staff to chase an AI-first model. The Form 4 cadence — and his retained 7%+ stake — tell the fuller story.

Alex Rivera

Arista CEO Ullal Sells $120M in ANET as AI Outlook Rises

Arista Networks chief Jayshree Ullal sold more than $120 million of ANET stock across April 2026 even as the company lifted its 2026 AI networking forecast to $3.25 billion. Here is what the Form 4 cadence reveals.

Alex Rivera

Walmart Beats But Fuel Bites: The 13F Read on WMT

Alex Rivera

Washington Takes Equity in Quantum: The 13F Gap It Fills

Alex Rivera

Kroger's Price War Meets Buffett's $3.6B Stake

Alex Rivera

Meta Cuts 8,000 to Fund $145B AI: The 13F Read

Alex Rivera

Lilly's Retatrutide Hits 30%: The 13F Read on LLY vs Novo

Alex Rivera

Nvidia's $80B Buyback Pivot: What 13F Holders Signal

Alex Rivera