Updated May 13, 2026 · 744 articles

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Latest market intelligence, industry updates, and institutional investing news from SEC filings data.

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May 13, 2026

Eric Yuan's ZM April Print: $10M Across Exercise, Sell, Convert

Zoom founder Eric Yuan filed a 20-transaction Form 4 sequence across April 13-14, 2026 mixing exercises, conversions, tax withholdings, and open-market sales for roughly $10.1 million in proceeds. The codes mix says this is a compensation event, not a directional bet.

Rothblatt's UTHR May Exercise-and-Sell: $13M at 4x Strike

United Therapeutics CEO Martine Rothblatt exercised 9,500 options at $146 and immediately sold 27 lots at $574-580 across May 11, 2026, generating roughly $13.4 million. The structure was M plus S, not discretionary selling on a directional view.

Joe Mansueto's MORN May Drip: 35 Sales, Still Owns 37.5%

Morningstar founder Joe Mansueto filed 35 Form 4 sales in the first 12 days of May 2026, draining about $5 million at $176-180 per share. The drip is programmatic. His 37.5% beneficial stake is untouched.

GameStop's $56B EBAY Bid Rejected: The Holder Mismatch

GameStop CEO Ryan Cohen's unsolicited $56 billion takeover proposal for eBay was rejected with a six-point public letter. Beneath the headline, the two holder bases barely overlap, and GME's own filings suggest a story far smaller than the bid.

SAP Ships AI Agents: US Active Holders Lead vs Index Complexes

SAP rolled out a new enterprise AI agent platform and unified automation layer for its Business Suite this week. For a German large-cap with a US ADR, the more interesting fact is the 13F holder mix: this is one of the few mega-cap enterprise software names where active managers dominate the top of the holder list.

Senate's Crypto Bill Lands on COIN: Holders Are 72% Mechanical

The Senate Banking Committee released its crypto market structure bill ahead of expected ethics-rule wrangling. The bill matters for Coinbase. The COIN cap table tells you who actually owns the stock — and the answer is mostly market-maker inventory and index complexes, not long-only active conviction.

CoreWeave April Sale: NVIDIA Still Owns 11.5%, Magnetar 14.9%

CoreWeave's April 27 Form 4 from Chief Development Officer Brannin McBee documents a familiar post-IPO founder mechanic. The more interesting filings on CoreWeave's docket are happening at the institutional layer — a 14.9% Magnetar block, an 11.5% NVIDIA strategic stake, and a fresh 8.1% Goldman 13G filed last week.

Lilly's Oral GLP-1 Reads Out: Founding Endowment Holds 9.7%

Eli Lilly's oral GLP-1 candidate orforglipron published fresh maintenance-phase data — patients who stopped weekly obesity injections kept the weight off on the daily pill. The pipeline story is well-covered. What gets less attention: the largest holder of LLY isn't BlackRock or Vanguard. It's a private endowment.

Charles Schwab Founder Sells Through Q2 Price Drop: No Pause

Charles Schwab's founder didn't pause his sale program when the stock dropped 13% between February and late April. He kept printing 35K-55K share lines at progressively lower prices. The cadence itself is the read — and so is what didn't change in the 13G tape.

Anthony Wood's ROKU April Drip: FMR Still Holds 10.5%

Roku CEO Anthony Wood's April Form 4 lines show the same convert-Class-B-then-drip mechanic visible across other founder-led tech names. The question worth asking isn't how much the CEO sold; it's who built the other side of those tickets — and the 13G/A tape says it was Fidelity at 10.5% and a freshly reseeded Vanguard at 5.26%.

Matthew Prince April NET Sell: Class B Convert-Drip

Cloudflare CEO Matthew Prince's April Form 4 shows the by-now familiar founder pattern: convert a tranche of Class B super-voting shares to Class A, then drip-sell the result into the open market. The dollar figure is small. The mechanic — and what it implies about the 7.7% beneficial stake left behind — is what matters.

PayPal Pays $30M DEI Settlement: Who Owns PYPL Now

PayPal agreed to a $30 million settlement over its DEI investment program. The headline is the regulatory cost — the more interesting tape is what 13F and 13G filings reveal about who holds PYPL today, and how the institutional base has shifted in the two quarters leading up to this announcement.

Ken Duda's ANET April Sales: Plan Cadence Meets Vanguard 13G

Arista Networks CTO Ken Duda exercised and sold ANET stock on April 17 at $161-$165 — the latest tick in a programmatic monthly cycle. Vanguard's fresh 6.25% 13G filing two weeks later is the more telling document on the cap table.

John Hess's $36M CVX Sale: Post-Merger Disposal Pattern

Hess Corp CEO John Hess sold roughly $36M of Chevron stock on May 6 at $183-$185. The transaction is the latest in a quarterly disposal pattern that started after the CVX-HES merger closed in July 2025.

Paul Mahon's UTHR May Sale: Monthly Exercise Cadence Decoded

United Therapeutics EVP Paul Mahon's May 7 Form 4 reads as a $5M open-market sale at $585-$597 — but the full transaction tape shows a programmatic monthly exercise-and-sell pattern, not a discretionary view on the stock.

May 12, 2026

Byron Allen's $120M BuzzFeed Bid Hits an Empty Cap Table

Byron Allen wants 51% of BuzzFeed for $120M. The 13D/G tape says he's buying into a company NEA, Comcast, and Hearst have all already exited — a hollowed-out institutional base where the largest active holder reports under $500,000 in stock.

Frontier Tarmac Fatality at Denver: Who Really Owns ULCC

A Frontier Airlines aircraft fatally struck a person at Denver International Airport — the kind of operational headline that markets price in seconds. The ULCC cap table is where the story gets interesting: founder-PE Indigo Partners holds nearly half its book in this single name.

Bristol Myers Bets $15B on Hengrui: BMY Active Holders Read

Bristol Myers Squibb committed $600M upfront and up to $15.2B in milestones for 13 Hengrui Pharma assets. The cap table tells you which active managers were already positioned for this kind of pipeline bet — and which weren't.

Eric Yuan's $7M Zoom Sell: Founder's Class B Drip Continues

Eric Yuan's April Form 4 stack converted 85K Class B Zoom shares to Class A and sold at $80-84. He still holds 20.7M shares — a methodical, plan-driven distribution, not an AI-pivot vote of no-confidence.

George Kurtz Sells $20M of CrowdStrike on Daily Cadence

CrowdStrike CEO George Kurtz's most recent Form 4 stack shows 2,500-share daily sales at $498-528 - the unmistakable cadence of a Rule 10b5-1 plan, executing into post-outage recovery prices.

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