Market Mechanics
From filing to price impact: microstructure, currency-normalised comparisons, walk-forward design.
MARA insiders sold EUR 434k as Bitcoin rebounded
MARA’s CEO, CFO and general counsel sold into a Bitcoin rebound. Here is how the filings line up with miners, rates and peers.
Wupen Yuen sells EUR 1.36m as Lumentum rallies
Lumentum rallied 4.17% as Wupen Yuen sold EUR 1.36m under a 10b5-1 plan. The filing sits inside a hot optical AI trade.
Generac’s Amazon jump and Norman Taffe’s EUR 30,032 sale
Generac jumped on its Amazon data-center pact, then another Norman Taffe sale landed. Here is the bull case, the catch, and the cohort read.
Unilever at 4,621p, CMA scrutiny and the missing insider tell
Unilever slipped to 4,621p as the CMA opened a probe into its McCormick food deal. The insider record stays thin, and that matters.
AJG: Richard Cary sells EUR 219,076 as peers soften
Arthur J. Gallagher’s controller sold EUR 219,076 after a cluster of insider sales. Read it against softening broker pricing, AJG’s guidance, and peers.
Teradata's 8-insider sell cluster and $30 prints
Teradata's COO and CEO sold into a mixed software tape, with 8 insiders trading the name over the past quarter and shares near $30.
Meta's 2 September sales and the AI spend trade
Meta's product chief sold twice in September as AI spending, ad growth and a Fed hike keep the stock in focus. Read the filings against the setup.
Guardant Health’s 3 insider sales and the Exact Sciences test
Guardant Health’s September selling cluster lands as liquid biopsy peers trade on screening adoption, guidance, and execution versus Exact Sciences.
Hims & Hers: 3 insiders sold into a $27.89 close
Hims & Hers drew a 3-name insider selling cluster as telehealth stays supported but volatile, with growth intact and valuation still under pressure.
Kodiak Gas Services: 6 insiders sold as gas demand held firm
Kodiak Gas Services has six insiders selling into a strong midstream backdrop. Pedro Buhigas sold 3,663 shares, while peers Archrock and USAC frame the trade.
Diamondback’s September 17 sales: $1.86bn and a warning
Diamondback Energy saw a September 17 selling cluster, led by a $1.86bn Rule 144 sale, as oil, peers and valuation pressure frame the filing.
EverCommerce director sells EUR 5,485 as peers reprice
EverCommerce director Eric Richard Remer sold EUR 5,485 in September as vertical SaaS peers stayed in focus and the stock lagged its range.