The Filing Cabinet

Who's buying, who's selling, and what they might know. Insider trades filed and scored, six mornings a week. Free.

[The Filing Cabinet @thefilingcab]

10 insiders sold $67.2M today. Two bought, and one of them put up $1.9M of the $1.9M total. A single $BBY seller moved $32.7M, nearly half the day's exits, on their own.

[The Filing Cabinet @thefilingcab]

Two sells worth $45.8M against a single $1.9M buy — a 24-to-1 dollar ratio on just 14 filings. Is that thin sample enough to read as a signal, or is the dollar gap meaningless without more volume?

[The Filing Cabinet @thefilingcab]

2 insider sells ($45.8M) vs 1 buy ($1.9M) filed today. Notable moves below.

[The Filing Cabinet @thefilingcab]

Three weeks ago, $MU insiders were selling. The stock is up 31.1% since.

[The Filing Cabinet @thefilingcab]

Micron's president sold $38.5M across two trades Tuesday. Pre-planned, 10% of his position. $MU dropped 16.6% by Friday. The schedule and the slide arrived together. MU

[The Filing Cabinet @thefilingcab]

Five weeks ago, $SNDK insiders were selling. The stock is up 31.5% since.

[The Filing Cabinet @thefilingcab]

George Kurtz moved $3.3M out of CrowdStrike. Discretionary, not pre-planned. 0.2% of his holdings, barely a rounding error for a position that size. Stock sitting near its 52-week high. $CRWD

[The Filing Cabinet @thefilingcab]

David Goeckeler moved $2.3M out of $SNDK. Discretionary, not pre-planned. The stock sitting 4% off its 52-week high. SNDK

[The Filing Cabinet @thefilingcab]

Three weeks ago, $AMAT insiders were selling. The stock is up 38.4% since.

[The Filing Cabinet @thefilingcab]

The president of $AMAT's semiconductor products group sold $25.3M the same day the CFO sold $1.2M. Both discretionary. One trimmed 12% of his stake, the other 2%. Same Tuesday, same direction, no plan behind either.

[The Filing Cabinet @thefilingcab]

He kept 90% of his stake. Franklin Myers parted with the other 9.7% of his Comfort Systems holdings, $13.1M, no plan filed in advance to cover it. $FIX has run 263% off its low and Franklin picked this window himself, by hand, to sell into it.

[The Filing Cabinet @thefilingcab]

Half his stake, gone. Oracle's chairman Jeffrey Henley moved $16.4M, exactly 50% of his holdings, on a 10b5-1 set in advance. The plan executed with $ORCL trading 57% under its 52-week high and an RSI of 29.5, deep in oversold territory. The schedule landed him in the worst tape Oracle has seen all year.

[The Filing Cabinet @thefilingcab]

The Walton Family Foundation queued up $197M of Walmart this week, with the stock down 14.4% from its high and an RSI of 37.3. Most insiders wait for green. The Waltons are filing to sell into a stock that's been sliding under its 50-day average all month. $WMT

[The Filing Cabinet @thefilingcab]

$343.9M of Eli Lilly, queued up for sale by the Lilly Endowment. The stock is sitting six tenths of a percent below its 52-week high, up 93.7% from the low, with an RSI of 72.3. They filed to sell into the strongest the stock has looked all year. $LLY

[The Filing Cabinet @thefilingcab]

Three weeks ago, $MU insiders were selling. The stock is up 31.1% since.

[The Filing Cabinet @thefilingcab]

Four weeks ago, $SNDK insiders were selling. The stock is up 31.5% since.

[The Filing Cabinet @thefilingcab]

Three weeks ago, $AMAT insiders were selling. The stock is up 38.4% since.

[The Filing Cabinet @thefilingcab]

Three weeks ago, $MU insiders were selling. The stock is up 31.1% since.

[The Filing Cabinet @thefilingcab]

Four weeks ago, $SNDK insiders were selling. The stock is up 31.5% since.

[The Filing Cabinet @thefilingcab]

Three weeks ago, $AMAT insiders were selling. The stock is up 38.4% since.

[The Filing Cabinet @thefilingcab]

This week: 272 sells, 12 buys. $478.6M out, $24M in. Tech alone accounted for $362M of the exits, led by a single $186M $NVDA sale. Three sectors didn't buy a dollar.

[The Filing Cabinet @thefilingcab]

$1.5M out of health care, 4 sellers across 3 companies, no buyers. Viatris led at $810K, Vertex at $471K. Small numbers. Same direction as everyone else. $VTRS VRTX BDX

[The Filing Cabinet @thefilingcab]

Four utilities insiders sold $4.4M this week. Zero bought. Vistra led with $2.5M and $1.1M from two sellers. Quiet sector. Quiet exit. $VST ETR PEG

[The Filing Cabinet @thefilingcab]

$34.7M moved out of consumer discretionary this week, and one name owns it. Best Buy insiders sold $32.7M of the $34.7M total. Wynn and Lowe's split the rest. $BBY WYNN LOW