The Humble Bull

A regular guy building wealth one dividend at a time. Long-term investing, dividend growth & compounding. No hype, just patience.

[The Humble Bull @josephsimkassis]

Update to how this feed works:

Insider sales under pre-set 10b5-1 plans are scheduled months in advance and carry little signal. From now on, I'll only post them when they're over $5M.

Buys, and sales made without a plan, still get posted as usual (over $250k).

Less noise, more signal.

[The Humble Bull @josephsimkassis]

United Therapeutics ($UTHR) Chairperson and CEO Martine Rothblatt sold 9,500 shares on Nov 12 at a weighted average of about $593.52, about $5.64M. The sale followed an exercise of options for the same number of shares at $117.76.

The sale was under a pre-set trading plan adopted Nov 7, 2025.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Fair Isaac ($FICO) President and CEO William Lansing sold 20,465 shares on Nov 11–12 at a weighted average of about $723.31, about $14.8M, in the first of two Form 4s.

The filing marks the sales as made under a pre-set trading plan.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

CrowdStrike ($CRWD) President and CEO George Kurtz sold 30,000 shares on Nov 10–12 at a weighted average of about $228.17, about $6.85M, across two Form 4s.

The sales were under a pre-set trading plan adopted Jan 16, 2026.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Samsara ($IOT) CEO and director Sanjit Biswas reported sales of 235,018 shares on Nov 10–12 at a weighted average of about $41.62, about $9.78M. The shares were held by trusts.

The sales were under a pre-set trading plan adopted Sep 29, 2025.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Samsara ($IOT) director and Chief Technology Officer John Bicket reported sales of 235,028 shares on Nov 10–12 at a weighted average of about $41.62, about $9.78M. The shares were held by trusts.

The sales were under a pre-set trading plan adopted Sep 29, 2025.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Kratos Defense ($KTOS) President of the US Division Steven Fendley sold 14,000 shares on Nov 13 at a weighted average of about $33.85, about $474k.

The filing lists 274,176 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

East West Bancorp ($EWBC) CEO Dominic Ng sold 35,023 shares on Nov 13 at a weighted average of about $130.57, about $4.57M.

The filing lists 637,930 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Molina Healthcare ($MOH) director Dale Wolf sold 1,600 shares on Nov 13 at a weighted average of about $206.12, about $330k. The shares were held by the Dale B. Wolf Revocable Trust.

The filing lists 14,337 shares held by the trust after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Globalstar ($GSAT) director and VP of Finance and Operations Timothy Taylor sold 129,996 shares on Nov 11–12 at a weighted average of about $86.29, about $11.2M.

The filing also shows option exercises on both dates.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Royal Caribbean ($RCL) director Arne Alexander Wilhelmsen reported sales of 185,000 shares on Nov 11–12 at a weighted average of about $335.73, about $62.1M.

The filing lists 15,524,236 shares held after the last sale, through Wilhelmsen companies. It says the director disclaims beneficial ownership except for any pecuniary interest.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Delta Air Lines ($DAL) Executive Vice President Steven Sear sold 17,768 shares on Nov 12 at a weighted average of about $88.96, about $1.58M.

The filing lists 86,636 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Johnson & Johnson ($JNJ) EVP and Chief Legal Officer Elizabeth Forminard sold 13,072 shares on Nov 12 at $284.39, about $3.72M.

The filing shows an exercise of options for the same number of shares at $151.41 on the same day. It lists 16,994 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Estée Lauder ($EL) Executive Vice President Meridith Webster sold 4,177 shares on Nov 13 at $112.00, about $468k.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Marriott ($MAR) Chief Human Resources Officer Benjamin Breland sold 2,408 shares on Nov 12 at about $424.52, about $1.02M.

The filing lists 21,242.6153 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Costco ($COST) Executive Vice President Sarah George sold 756.439 shares on Nov 12 at $1,096.01, about $829k.

The filing lists 3,111.636 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Texas Instruments ($TXN) director Jean Hobby sold 8,758 shares on Nov 12 at a weighted average of about $308.92, about $2.71M.

The filing shows option exercises for 8,758 shares the same day, at prices from $167.42 to $187.03. It lists 4,627 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Coca-Cola ($KO) Executive Vice President Nancy Quan sold 15,000 shares on Nov 12 at $98.00, about $1.47M.

The filing shows an exercise of options for the same number of shares at $59.485 on the same day. It lists 223,330 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Live Nation ($LYV) EVP of M&A and Strategic Finance John Hopmans sold 11,133 shares on Nov 13 at $180.50, about $2.01M.

The filing lists 163,299 shares held after the sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Live Nation ($LYV) President and CFO Joe Berchtold sold 93,537 shares on Nov 13 at a weighted average of about $178.84, about $16.7M.

The filing shows an exercise of options for the same number of shares at $29.03 on the same day. It lists 901,617 shares held after the last sale.

Source: SEC Form 4 filed Nov 13.

[The Humble Bull @josephsimkassis]

Live Nation ($LYV) President and CEO Michael Rapino sold 195,578 shares on Nov 12 at a weighted average of about $181.03, about $35.4M.

The filing shows an exercise of options for the same number of shares at $29.03 on the same day. It lists 4,188,167 shares held after the last sale.

Source: SEC Form 4 filed Nov 13.