Market Mechanics
From filing to price impact: microstructure, currency-normalised comparisons, walk-forward design.
Circle’s $2.68m sale, and the stablecoin backdrop
Circle’s product chief sold $2.68m of stock under a 10b5-1 plan as USDC growth, rate sensitivity and a six-insider cluster frame the trade.
Oklo’s September 8 sale lands beside a 10 GW nuclear push
Oklo insider selling clustered around a 10 GW AI-nuclear buildout. Here is how the September 8 filing reads against peers, price action, and our data.
Sprouts, September 9, and a 4-insider selling cluster
Sprouts fell back toward $74 as a September insider cluster built. Here is how the filings, Q2 comp softness, and grocery backdrop fit together.
DocuSign CFO sells EUR 3.1m as AI peers reprice
DocuSign’s CFO sold EUR 3.1m after a recent run lower. Read the filing against AI-driven SaaS peers, rates, and the stock’s discount.
Delek director sells EUR 393,580 as refiners rip
Delek director Vicky Sutil sold EUR 393,580 under a 10b5-1 plan while refining margins stay hot and peers keep ripping higher.
Roku's $3.22m insider sales as Fox deal hangs
Charles Collier sold 20,538 Roku shares for about EUR 3.22m while the Fox deal and CTV ad market keep the stock in focus.
Tarsus: September 2026 selling cluster after XDEMVY surge
Tarsus posted 69% XDEMVY growth, then three insiders sold in early September. Here is what the filings say against biotech's 2026 rebound.
Dell’s $13.1m insider sales hit near record highs
Dell insiders sold $13.1m and $2.8m as the stock hovered near records, while AI server demand and a wide cluster keep the setup tense.
Snowflake directors sell EUR 33.5m as cloud peers trade
Snowflake directors sold EUR 33.5m after a volatile week for the stock, while cloud peers keep riding AI demand and macro noise.
Semtech CEO and director sell into AI chip strength
Semtech insiders sold into a strong AI chip bid, with CEO Hong Q. Hou and director Julie Garcia Ruehl filing September 9 sales after a sharp run.
AGCO’s September seller cluster meets weak farm demand
AGCO’s latest SVP sale lands as farm equipment demand stays soft, peers trade stronger, and the insider cluster keeps growing.
DRS: Mark Dorfman sells EUR 237,930 as peers rally
Leonardo DRS trades near $37 while defense peers stay bid. Mark Dorfman sold EUR 237,930 under a 10b5-1 plan, after a wider insider sell cluster.