From filing to price impact: microstructure, currency-normalised comparisons, walk-forward design.
Sea Ltd fell 4.62% on July 16 as COO Ye Gang and GC Wang Yanjun filed a cluster of sales. Here is how that fits the business and peers.
SBM’s director buy lands after a June peak and a rich valuation. Read the €394,500 filing against Monaco luxury demand and peer casino names.
Eight TotalEnergies executives sold shares on July 16 as oil swung and Q2 results approached. Here is what the filings add, and what they do not.
Séché Environnement’s CEO bought shares near EUR 76.12 while EU waste policy and tighter ECB rates frame the stock’s July move.
Tikehau Capital drew a July 16 buying cluster from co-founder Antoine Flamarion. Here is the bull case, the catch, and the cohort read.
AeroVironment's July selling cluster lands after a sharp rebound, a Raymond James upgrade, and a defense-drone backdrop that still supports the stock.
Alignment Healthcare’s July insider sales land as Medicare Advantage tightens, peers retrench, and ALHC heads into July 30 earnings.
Antoine Flamarion bought EUR 3.85m of Tikehau Capital on July 16. Read the filing against the private markets backdrop and the risks.
LVMH rose 2.66% on July 16 as luxury steadied, while the latest insider record stayed quiet after March family buys.
Nuvalent’s CEO filed a EUR 22.1m merger-related Form 4 as GSK closed its $124 cash deal. The real story is the oncology backdrop.
Whitestone REIT’s CEO filed a 1.16 million-share sale as the Ares cash deal closes, with retail REITs still trading on rate sensitivity.
ABC Arbitrage’s July 15 board sales came as European markets slipped and the stock sat near 5.06 EUR, with a 7.90 EUR target still on the board.