Smart money / SEC Form 4
Insider Activity
As of Oct 4
Receipt-linked open-market buys and sells, with planned sales separated only when the filing supports it. How we read filings
As of Oct 4 2026, 8:34 AM EDT
Exhibit 01
Net salesNet flow · filed in the last 30 days
- Buys
- $5M
- Sells
- $1.6B
- Net
- -$1.6B
14 buys47.6% planned47.6% of sell value is 10b5-1 planned566 sells
- Filed rows
- 580
- Disclosed value
- $1.6B
- Companies
- 52
- Insiders
- 106
- Clusters
- 23
- Top evidence score
- 89
Snapshot/Last attempt: Oct 4 2026, 8:34 AM EDT; published. Reason: Published 580 receipt-qualified open-market rows from the completed universe scan.
This refresh cycle: 9 parser-excluded of 2,185 matched-issuer open-market rows. 104 rows in 25 filings were correctly refused for a different issuer and are outside those counts.
One transaction can be noise. Repeated open-market action by distinct insiders is the stronger exhibit, so clusters are separated from the complete filing ledger rather than promoted as cards.
Filed ledger
Combined ledger · filed in the last 30 days
Sort and filter the receipt-qualified record; no transaction is published without an exact SEC accession link.
| Filed | Side | Ticker | Insider | Shares | Reported price | Value ▼ | Δ Holdings | Score | Signal | Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 22 | Sell | ◆ NVDA NVIDIA | STEVENS MARK A Director | 1,356,000 | $219.72 | $297,942,896 | -58.0% | 79Highest qualified | 87 · HighSale notability factors role 62 · holdings delta 100 · size 100 · cluster 90 · score divergence 92 · plan status 54 Weights: role 15%, holdings delta 22%, value 22%, cluster 16%, score divergence 15%, 10b5-1 status 10%. 10b5-1: plan unknown. | Form 4 ↗ 0001199039-26-000016 |
| Sep 25 | Sell 10b5-1 planned | AVGO Broadcom | SAMUELI HENRY Director | 230,031 | $355.5 | $81,776,021 | -0.6% | 58Middle range | 55 · WatchSale notability factors role 62 · holdings delta 38 · size 100 · cluster 34 · score divergence 48 · plan status 24 Weights: role 15%, holdings delta 22%, value 22%, cluster 16%, score divergence 15%, 10b5-1 status 10%. 10b5-1: planned. | Form 4 ↗ 0001104659-26-110983 |
| Sep 25 | Sell 10b5-1 planned | AVGO Broadcom | SAMUELI HENRY Director | 186,809 | $354.71 | $66,263,020 | -0.5% | 58Middle range | 55 · WatchSale notability factors role 62 · holdings delta 38 · size 100 · cluster 34 · score divergence 48 · plan status 24 Weights: role 15%, holdings delta 22%, value 22%, cluster 16%, score divergence 15%, 10b5-1 status 10%. 10b5-1: planned. | Form 4 ↗ 0001104659-26-110983 |
Company coverage
Filing dates from 2026-07-06. Measured Oct 4 2026, 8:34 AM EDT. P and S count qualified purchase and sale rows before ledger filters.
| Company | Filings in window | Filings read | P rows | S rows | State / reason | Last scanned |
|---|---|---|---|---|---|---|
| NVDANVIDIA | 16 | 16 | 0 | 25 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| AAPLApple | 15 | 15 | 0 | 8 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| MSFTMicrosoft | 43 | 43 | 0 | 16 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| AVGOBroadcom | 7 | 7 | 0 | 19 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| ORCLOracle | 14 | 14 | 1 | 3 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| CRMSalesforce | 22 | 22 | 1 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| AMDAdvanced Micro Devices | 28 | 28 | 0 | 78 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| ADBEAdobe | 14 | 14 | 0 | 13 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| QCOMQualcomm | 11 | 11 | 0 | 31 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| TXNTexas Instruments | 4 | 4 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| INTUIntuit | 36 | 36 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| AMATApplied Materials | 4 | 4 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| MUMicron Technology | 11 | 11 | 0 | 90 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| PLTRPalantir Technologies | 14 | 14 | 0 | 40 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| NOWServiceNow | 22 | 22 | 0 | 4 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| PANWPalo Alto Networks | 13 | 13 | 0 | 26 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| CRWDCrowdStrike | 54 | 54 | 0 | 688 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| SNOWSnowflake | 48 | 48 | 0 | 149 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| INTCIntel | 3 | 3 | 1 | 0 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| GFSGlobalFoundries | 38 | 38 | 1 | 20 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| FTNTFortinet | 20 | 20 | 0 | 15 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| CEVACEVA | 3 | 3 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| AAOIApplied Optoelectronics | 13 | 13 | 0 | 7 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| TTMITTM Technologies | 5 | 5 | 2 | 1 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| LLYEli Lilly | 19 | 19 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| UNHUnitedHealth Group | 27 | 27 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| JNJJohnson & Johnson | 9 | 9 | 0 | 10 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| ABBVAbbVie | 3 | 3 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| MRKMerck | 10 | 10 | 0 | 17 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| TMOThermo Fisher | 23 | 23 | 0 | 93 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| ABTAbbott Laboratories | 10 | 10 | 0 | 4 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| DHRDanaher | 20 | 20 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| PFEPfizer | 17 | 17 | 3 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| AMGNAmgen | 7 | 7 | 0 | 6 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| ISRGIntuitive Surgical | 11 | 11 | 0 | 20 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| GILDGilead Sciences | 18 | 18 | 0 | 26 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| BMYBristol-Myers Squibb | 10 | 10 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| VRTXVertex Pharmaceuticals | 10 | 10 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| REGNRegeneron | 7 | 7 | 0 | 6 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| HALOHalozyme Therapeutics | 8 | 8 | 0 | 29 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| JPMJPMorgan Chase | 9 | 9 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| VVisa | 10 | 10 | 0 | 9 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| MAMastercard | 13 | 13 | 0 | 44 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| BACBank of America | 15 | 15 | 0 | 0 | Refusedissuer mismatch | Oct 4 2026, 8:34 AM EDT |
| WFCWells Fargo | 2 | 2 | 0 | 0 | Refusedissuer mismatch | Oct 4 2026, 8:34 AM EDT |
| GSGoldman Sachs | 10 | 10 | 0 | 6 | Refusedissuer mismatch | Oct 4 2026, 8:30 AM EDT |
| MSMorgan Stanley | 6 | 6 | 0 | 5 | Refusedissuer mismatch | Oct 4 2026, 8:30 AM EDT |
| AXPAmerican Express | 10 | 10 | 0 | 1 | Refusedissuer mismatch | Oct 4 2026, 8:34 AM EDT |
| BLKBlackRock | 14 | 14 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| CCitigroup | 10 | 10 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| SCHWCharles Schwab | 38 | 38 | 0 | 37 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| BRK.BBerkshire Hathaway | 9 | 9 | 3 | 1 | Refusedissuer mismatch | Oct 4 2026, 8:30 AM EDT |
| PGRProgressive | 48 | 48 | 0 | 10 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| SPGIS&P Global | 2 | 2 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| AMZNAmazon | 14 | 14 | 0 | 26 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| TSLATesla | 1 | 1 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| HDHome Depot | 12 | 12 | 0 | 4 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| MCDMcDonald's | 4 | 4 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| NKENike | 33 | 33 | 0 | 8 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| LOWLowe's | 14 | 14 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| SBUXStarbucks | 5 | 5 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| BKNGBooking Holdings | 9 | 9 | 0 | 21 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| HRBH&R Block | 10 | 10 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| TJXTJX Companies | 1 | 1 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| ABNBAirbnb | 32 | 32 | 0 | 105 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| FFord Motor | 13 | 13 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| GMGeneral Motors | 6 | 6 | 0 | 10 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| WMTWalmart | 29 | 29 | 0 | 11 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| COSTCostco Wholesale | 10 | 10 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| PGProcter & Gamble | 49 | 49 | 0 | 14 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| KOCoca-Cola | 7 | 7 | 0 | 12 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| PEPPepsiCo | 3 | 3 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| PMPhilip Morris | 0 | 0 | 0 | 0 | Not scannedno form4 filings in window | Oct 4 2026, 8:34 AM EDT |
| MOAltria | 1 | 1 | 1 | 0 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| MDLZMondelez | 2 | 2 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| CLColgate-Palmolive | 22 | 22 | 0 | 4 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| TGTTarget | 6 | 6 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| XOMExxon Mobil | 0 | 0 | 0 | 0 | Not scannedno form4 filings in window | Oct 4 2026, 8:30 AM EDT |
| CVXChevron | 9 | 9 | 0 | 14 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| COPConocoPhillips | 6 | 6 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| EOGEOG Resources | 21 | 21 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| SLBSchlumberger | 4 | 4 | 0 | 4 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| MPCMarathon Petroleum | 6 | 6 | 0 | 7 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| PSXPhillips 66 | 8 | 8 | 0 | 13 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| OXYOccidental Petroleum | 3 | 3 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| GEGeneral Electric | 6 | 6 | 0 | 8 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| CATCaterpillar | 12 | 12 | 0 | 14 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| RTXRTX Corp | 5 | 5 | 0 | 6 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| HONHoneywell | 25 | 25 | 0 | 7 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| UNPUnion Pacific | 26 | 26 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| BABoeing | 15 | 15 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| DALDelta Air Lines | 6 | 6 | 0 | 6 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| LMTLockheed Martin | 5 | 5 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| DEDeere & Co | 4 | 4 | 0 | 21 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| UPSUnited Parcel Service | 3 | 3 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| ETNEaton | 5 | 5 | 2 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| MMM3M | 8 | 8 | 0 | 5 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| GDGeneral Dynamics | 20 | 20 | 0 | 12 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| LINLinde | 1 | 1 | 1 | 0 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| SHWSherwin-Williams | 6 | 6 | 0 | 2 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| APDAir Products | 9 | 9 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| FCXFreeport-McMoRan | 7 | 7 | 0 | 5 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| NEMNewmont | 15 | 15 | 0 | 8 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| DOWDow | 1 | 1 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| NUENucor | 4 | 4 | 0 | 6 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| NEENextEra Energy | 5 | 5 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| SOSouthern Co | 6 | 6 | 0 | 6 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| DUKDuke Energy | 2 | 2 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| AEPAmerican Electric Power | 14 | 14 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| SRESempra | 10 | 10 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| DDominion Energy | 0 | 0 | 0 | 0 | Not scannedno form4 filings in window | Oct 4 2026, 8:34 AM EDT |
| EXCExelon | 4 | 4 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| GOOGLAlphabet (Class A) | 51 | 51 | 0 | 4 | Refusedissuer mismatch | Oct 4 2026, 7:55 AM EDT |
| METAMeta Platforms | 34 | 34 | 0 | 100 | Coveredqualified open market rows | Oct 4 2026, 7:55 AM EDT |
| NFLXNetflix | 40 | 40 | 0 | 10 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| DISWalt Disney | 19 | 19 | 0 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| VZVerizon | 59 | 59 | 0 | 7 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| TAT&T | 23 | 23 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:30 AM EDT |
| CMCSAComcast | 9 | 9 | 0 | 0 | No open-market tradesread filings have no open market rows | Oct 4 2026, 8:34 AM EDT |
| TMUST-Mobile US | 7 | 7 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| PLDPrologis | 18 | 18 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| AMTAmerican Tower | 3 | 3 | 1 | 3 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| DLRDigital Realty | 4 | 4 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| EQIXEquinix | 5 | 5 | 0 | 6 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| CCICrown Castle | 2 | 2 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| PSAPublic Storage | 9 | 9 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:34 AM EDT |
| ORealty Income | 1 | 1 | 0 | 1 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
| SPGSimon Property Group | 16 | 16 | 11 | 0 | Coveredqualified open market rows | Oct 4 2026, 8:30 AM EDT |
| GEOThe GEO Group | 4 | 4 | 0 | 4 | Coveredqualified open market rows | Oct 4 2026, 8:32 AM EDT |
Coverage note ↗ 3 of 580 matching receipt-linked transaction rows filed in the last 30 days are shown. 23 same-direction buy or sell clusters among filings from the last 30 days, before other ledger filters; each has at least two distinct insiders. Score context is available for 580 of 580 receipt-linked transaction rows filed in the last 30 days, before ledger filters. 285 of 566 receipt-linked sale rows filed in the last 30 days have unresolved 10b5-1 status, before ledger filters; those status cells are omitted. Rows without an exact SEC accession receipt are excluded by the tracker.
Methodology
Different rules for buys and sells
Purchases use the Insider Evidence score: role 20%, holdings delta 20%, disclosed value 20%, cluster 15%, Veridion Score agreement 15%, rarity 10%. Sales use neutral Notability: role 15%, holdings delta 22%, value 22%, cluster 16%, score divergence 15%, 10b5-1 status 10%. Missing factors are omitted and remaining weights are normalized.
SEC EDGAR Form 4, transaction codes P and S. Loaded universe 129; receipt drops 0. Identification, not recommendation.
Prices and shares are as filed, not split-adjusted comparisons. Size history compares transaction dollar values.