From filing to price impact: microstructure, currency-normalised comparisons, walk-forward design.
MIAX posted record Q2 revenue and 57% EBITDA growth. Then CEO Thomas Gallagher sold EUR 1.9m as exchange stocks stayed tied to volume.
Frontier’s CFO led a three-insider selling cluster as fuel pressure, weak LCC margins and a cautious analyst view frame ULCC’s latest filing.
Cheesecake Factory’s CEO sold EUR 8.7m while CAKE held above $105. The bull case is real, but the insider cluster changes the tone.
Antoine Flamarion bought EUR 566k of Tikehau Capital stock in two August filings as the asset manager leans on fee growth, buybacks and a steadier ECB.
Life360 drew a director selling cluster after a 13.6% jump, with earnings due August 10 and the stock still down about 19% over 12 months.
First Solar’s CTO and supply chain chief sold shares in August. Read the filings against a weak solar backdrop, peer moves, and our cohort data.
Teva logged two August 5 insider sales as healthcare stayed strong and the stock held near $34.43. Here is what the filings add, and what they do not.
United Airlines keeps lifting guidance while fuel costs climb. Andrew Nocella sold again, and the cluster says more about timing than panic.
Twist Bioscience rallied 15.65% on August 5, then five insiders filed sales. Here is what the cluster says, and what it does not.
Meta’s AI spending, ad growth and a director sale collide after a rough earnings reaction. Here is what the filing adds, and what it does not.
Ibotta CTO Luke Roy Swanson sold EUR 2.7k after a Q2 beat and a sharp post-earnings rally. Here is the bull case, the catch, and the cohort read.
BillionToOne’s CEO sold shares after a sharp Q2 print. We set the filing against Natera, Guardant and the biotech bid.