Updated May 12, 2026 · 785 articles

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

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May 12, 2026

Texas v. Netflix Children-Data Suit: What Active Holders See

Texas Attorney General Ken Paxton filed suit against Netflix on May 11, alleging unlawful collection of children's data and use of "addictive" engagement features. Behind the regulatory headline sits 3,789 institutional holders. The active discretionary money — Fidelity, Citadel Advisors, and a long active tail — is what actually prices this risk.

eBay Rejects Cohen's $125 Bid: Who Actually Holds the Vote

Ryan Cohen's GameStop offered $125 per share in cash and stock for eBay on May 3. The 13D filed the next day reveals the bidder owns just 25,000 shares — and the holders who actually sit on the cap table are nothing like the meme-era retail base Cohen is comfortable mobilizing.

May 11, 2026

Datadog CTO Le-Quoc Sells $9.4M DDOG Across 8 April Tranches

Datadog co-founder and CTO Alexis Le-Quoc sold 75,524 DDOG shares for $9.4 million across two clusters in April 2026, leaving 531,311 directly held alongside 2.55 million Class B shares.

Apple Chair Levinson Sells $71M AAPL — Holds 3.82M Shares

Arthur Levinson, Apple's chairman of the board, sold 250,000 AAPL shares for $71.2 million on May 6, 2026 at an average $284.80, leaving 3.82 million shares directly held — roughly $1.09 billion at the sale-day price.

Carvana Co-Founder Garcia Sells $1.9B in May 2026 Form 4

Ernest Garcia II reported $1.9 billion in CVNA share sales on May 1, 2026 — 4 million shares at $450 and $500 — alongside a 13D/A confirming the family's remaining 22.9% beneficial ownership.

GM's $12.75M Privacy Deal: Active Holders Will Price It

General Motors agreed to a $12.75 million settlement over selling customer driving data. With 1,584 institutional holders, the real reaction comes from a small active block — not the index complex.

Tim Cook Bought $4M of NIKE Personally While Selling Apple

Apple CEO Tim Cook bought 25,000 NIKE shares at $42.43 on April 10, 2026 — his second personal NKE purchase in four months. The same Form 4 tape shows his April 1-2 Apple option vest-and-sell cycle generating roughly $16.6M in AAPL proceeds. A CEO selling his own company's stock on schedule and personally buying another company's stock at a 28% lower price is a rare data alignment.

UTHR CEO Rothblatt: $38M Exercise-and-Sell Across 7 Sessions

United Therapeutics CEO Martine Rothblatt has been running a clean exercise-and-sell cadence: 9,500 options exercised at $146.03 strike, then 9,500 shares sold at the open market ~$580+ price — repeating across seven trading sessions from April 16 through May 7, 2026.

CrowdStrike CEO Kurtz Sells $11M Across 8 Trading Days in May

CrowdStrike CEO George Kurtz disposed of roughly 26,399 CRWD shares across eight consecutive trading sessions from April 27 to May 6, 2026, at prices ranging from $467 to $475. The execution pattern — uniform daily share counts split across 8-25 fills per day — is the signature of a Rule 10b5-1 algorithmic plan, not discretionary sentiment.

Frontier (ULCC) After Denver Incident: A Founder-Controlled Tape

A fatal ramp incident at Denver International involving a Frontier Airlines aircraft has put the airline's operational and ownership structure under fresh scrutiny. ULCC's 166-name institutional holder list is unlike a typical mega-cap tape: Indigo Partners and Wildcat Capital combined sit on more than half the disclosed dollar weight.

Coinbase Faces Senate Crypto Bill Vote: Market-Maker-Heavy Tape

The Senate Banking Committee is set to vote on landmark digital asset legislation that would reshape how exchanges like Coinbase report and custody assets. Our 1,300-name institutional holder map tells a story most coverage misses: the top of the tape is dominated by market makers, not active conviction.

Nvidia 'Load Up by May 20' Trade: Holder Data Check

TipRanks circulated a 'load up ahead of May 20' Nvidia call this week, tying the trade to the next earnings print. With 6,041 institutional holders tracked, the question isn't whether anyone is buying — it's which active filers actually moved the needle into the window.

AMD Q1 Skepticism: What 3,274 Holders Reveal Beyond the Tape

A widely-shared TipRanks piece quoted a top investor calling AMD's post-earnings stock action 'no sense.' The 3,274-name institutional holder base tells a more textured story: passive money dominates, but Citadel, Norges Bank, Fidelity and a thin layer of active managers still control multi-billion-dollar conviction sleeves.

Jayshree Ullal Sells $135M of ANET in 72 Hours: 17.8M Shares Left

Arista Networks CEO Jayshree Ullal disclosed roughly $135 million of ANET sales across three consecutive trading days in April 2026. The structural pattern of 20 lots distributed across multiple price points and her remaining 17.78M-share position suggest a Rule 10b5-1 plan execution rather than a directional exit.

Joe Mansueto Sells $3.7M MORN in 3 Days: Plan-Driven or Bearish?

Joe Mansueto's $3.7M of Morningstar stock sales over three trading days look like classic Rule 10b5-1 plan executions — small lot sizes, distributed across many limit prices. With the Mansueto family still holding roughly 47% of MORN combined, the relevant question for retail is not whether the founder is exiting, but what active institutional holders Select Equity and Baron Capital are doing alongside.

Oracle's $16B Michigan AI Build: Where the Active Money Sits

Oracle and OpenAI's $16 billion Michigan data center cleared local objections through a developer override. We pulled ORCL's 13F holder base to see who is actually paying for the AI infrastructure capex cycle.

Carl Icahn Holds $153M JBLU Stake as JetBlue Grabs Spirit's FLL

JetBlue absorbing Spirit Airlines' Fort Lauderdale routes is the surface story. Underneath, JBLU's 13F holder list shows Carl Icahn at $153M and a 10% activist 13D from Vladimir Galkin — two filings that reframe what consolidation means for the stock.

Apollo Eyes $3B Credit Fund Sale: What APO Holders Show

WSJ reports Apollo Global Management is shopping a $3 billion private credit fund. We pulled APO's 13F holder base, 13D/G filings, and the disclosed insider stake to see what the smart money is signaling beneath the headline.

Morningstar Founder Mansueto Trims MORN Daily — Still Holds 37.5%

Joe Mansueto, Morningstar's founder, sold MORN shares every trading day in early May 2026. The cadence looks like a 10b5-1 drip; the latest 13G/A still shows him at 37.5% beneficial ownership.

Hess Founder Sells $36M Chevron Stock in Post-Merger Cycle

John Hess sold roughly $36M of Chevron stock on May 6 — his single-largest CVX disposition since the Hess Corp merger consideration converted in July 2025. The Form 4 cadence tracks the post-merger founder unwind.

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