When insiders speak, we transcribe.
Long-form, data-driven studies on 1.6M+ filings across 37 markets. Comparative regulation, walk-forward backtests, profiles, market mechanics.
Bayer vs Novartis: Apollo’s €3bn deal and Roundup
Bayer’s Apollo capital deal and fresh Roundup push set the tone, while Novartis and Sanofi keep the pharma M&A backdrop hot.
BASF’s €5.8bn coatings sale resets the stock’s case
BASF closed its €5.8bn coatings sale, kept 40% of Surventis, and trades against a weak chemicals backdrop with no fresh insider buys.
Allianz versus AXA after 1,800 AI-linked job cuts
Allianz is cutting up to 1,800 jobs at Allianz Partners as AI bites into service work. Here is how that stacks up against AXA and the sector.
Black Diamond’s July 11 buy cluster totals EUR 11.6m
Black Diamond Group drew a July 11 insider buy cluster from the Kernaghan group. The stock has run hard, and the cohort math is less tidy.
BNP Paribas near 100 EUR, with July 23 earnings ahead
BNP Paribas trades near 100 EUR before July 23 results, after the Fed ended a long enforcement action and peers stayed firm.
ALTAREA’s EUR 34.6m filing lands after the ECB hike
ALTAREA’s July 10 filing came after the ECB’s June hike, with French property still fragile, peers mixed, and a family-linked vehicle buying.
ABC Arbitrage: July 10 board sale meets ECB tightening
ABC Arbitrage’s board sale lands as ECB tightening, Flow Traders’ update and Virtu’s momentum frame the market-neutral arb backdrop.
Antoine Flamarion buys again as Tikehau tests €17.44
Tikehau Capital’s co-founder bought again on July 10 as the stock held €17.44. Here is the bull case, the catch, and the cohort read.
Norie Campbell buys EUR 1,313 of TRI on July 10
Thomson Reuters sits in an AI-fuelled data-services backdrop as Norie Campbell buys on July 10, with peers and August 5 earnings in view.
BlackBerry’s July 10 buy cluster and the QNX trade
BlackBerry’s July 10 insider buys came after a sharp Q1 rally and into a crowded automotive cybersecurity trade. Here is the honest read.
Séché Environnement: Maxime Séché buys €34,805 as waste stocks
Séché Environnement’s CEO bought €34,805 of stock into a firmer waste-services backdrop, with a buy cluster and a tight July tape.
John Michael Hooks buys C$503,846 of CES Energy
CES Energy Solutions has a director buy cluster, but the stock is already up 31% this year. Here is what the filing adds, and what it does not.