Insider Clusters

High-Conviction Executive Convergence

Cluster Signal Definition

An Insider Cluster is identified when at least 3 distinct corporate insiders transact in the same direction within a 7-day window. This minimizes noise and highlights boardroom sentiment.

Date

Ticker

Company Name

Industry

Exch

Type

Insiders

Total Vol, $

Details

2026-02-10

FFIV

F5, INC.

Computer Communications Equipment

NASDAQ

SELL

$909,992

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-03	SCHRAMM LYRA AMBER	Chief People Officer	$281.37	199	177	-52.9%
2026-02-10	Maddison John Anthony	Chief Product Mkting Officer	$280.66	1,000	2,925	-25.5%
2026-02-10	FOUNTAIN THOMAS DEAN	EVP Global Services & Strategy	$278.32	1,297	8,060	-13.9%
2026-02-10	ANAND KUNAL	Chief Technology Officer	$278.32	377	8,971	-4.0%
2026-02-10	OKEKE ANGELIQUE M	EVP, General Counsel	$278.32	386	1,874	-17.1%

2026-02-10

NFLX

NETFLIX INC

Services-Video Tape Rental

NASDAQ

SELL

$3,748,536

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	Neumann Spencer Adam	Chief Financial Officer	$81.27	9,248	73,787	-11.1%
2026-02-09	HYMAN DAVID A	Chief Legal Officer	$81.06	5,727	316,100	-1.8%
2026-02-10	Peters Gregory K	Co-CEO	$83.24	27,312	122,140	-18.3%
2026-02-10	Willems Cletus R	Chief Global Affairs Officer	$82.67	3,136	0	-100.0%

2026-02-10

VYGR

Voyager Therapeutics, Inc.

Biological Products, (No Diagnostic Substances)

Nasdaq

SELL

$77,248

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-10	Swartz Robin	COO & CBO	$3.85	4,569	210,078	-2.1%
2026-02-10	Sandrock Alfred	President and CEO	$3.78	12,192	509,989	-2.3%
2026-02-10	Carter Todd Alfred	Chief Scientific Officer	$3.85	3,525	153,193	-2.2%

2026-02-10

BMI

BADGER METER INC

Totalizing Fluid Meters & Counting Devices

NYSE

BUY

$1,255,516

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-05	Htwe Richard	VP-Global Operations	$148.71	3,370	4,885	+222.4%
2026-02-09	Wrocklage Robert	EVP-N.A. Muncipal Utility	$152.35	1,650	19,541	+9.2%
2026-02-10	Bockhorst Kenneth	Chairman, President & CEO	$152.42	3,300	40,013	+9.0%

2026-02-10

REG

N/A

Other

SELL

$3,764,652

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-10	MAS MICHAEL J	EVP and CFO	$76.85	15,000	39,020	-27.8%
2026-02-10	PALMER LISA	President and CEO	$76.75	26,000	107,690	-19.4%
2026-02-10	ROTH ALAN TODD	E. Regional Pres. & COO	$77.05	8,000	14,991	-34.8%

2026-02-10

KNX

Knight-Swift Transportation Holdings Inc.

Trucking (No Local)

NYSE

SELL

$908,094

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-04	Liu Michael K	EVP - Operations	$60.87	1,243	0	-100.0%
2026-02-04	Fitzsimmons James L	COO Swift Transportation	$54.77	5,917	8,716	-40.4%
2026-02-10	Harrington Timothy Sean	Pres - US Xpress	$59.81	8,500	5,812	-59.4%

2026-02-10

Trane Technologies plc

Auto Controls For Regulating Residential & Comml Environments

NYSE

SELL

$4,798,086

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	Simmons Donald E.	Group President, Americas	$451.30	439	4,969	-8.1%
2026-02-06	Elwell Elizabeth A.	VP & Chief Accounting Officer	$451.13	46	7,308	-0.6%
2026-02-06	Regnery David S	Chair and CEO	$451.08	987	106,206	-0.9%
2026-02-10	Elwell Elizabeth A.	VP & Chief Accounting Officer	$462.48	137	7,100	-1.9%
2026-02-10	Simmons Donald E.	Group President, Americas	$462.57	822	3,819	-17.7%
2026-02-10	Regnery David S	Chair and CEO	$462.60	5,588	96,948	-5.4%
2026-02-10	Kuehn Christopher J	Executive Vice President & CFO	$462.70	2,389	60,486	-3.8%

2026-02-10

HTFL

Heartflow, Inc.

Surgical & Medical Instruments & Apparatus

NASDAQ

SELL

$56,938,113

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-04	Bain Capital Life Sciences Investors, LLC		$28.05	2,000,000	10,448,158	-16.1%
2026-02-05	Cullivan Julie A		$27.32	8,000	36,413	-18.0%
2026-02-10	Farquhar John C.M.	Chief Executive Officer	$27.46	22,562	591,656	-3.7%

2026-02-10

Knowles Corp

Household Audio & Video Equipment

NYSE

SELL

$4,087,737

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-03	Niew Jeffrey	President & CEO	$25.50	25,000	814,370	-3.0%
2026-02-06	Niew Jeffrey	President & CEO	$26.50	75,000	739,370	-9.2%
2026-02-10	PERNA ROBERT J	SVP, General Counsel & Sec	$27.09	3,166	60,440	-5.0%
2026-02-09	Giesecke Daniel J.	Senior Vice President & COO	$27.22	15,885	164,963	-8.8%
2026-02-09	Cabrera Raymond D.	SVP, Chief HR Officer	$26.75	10,000	102,019	-8.9%
2026-02-10	Anderson John S.	Senior Vice President & CFO	$27.08	25,000	185,691	-11.9%

2026-02-10

RAL

Ralliant Corp

Industrial Instruments For Measurement, Display, and Control

NYSE

BUY

$511,538

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	MOORTHY GANESH		$39.74	2,000	8,434	+31.1%
2026-02-06	Bryant Kevin E.		$39.97	1,250	4,653	+36.7%
2026-02-06	Worrell Brian		$39.93	2,500	5,904	+73.4%
2026-02-06	Kazmi Amir A.	SVP - Chief Technology Officer	$39.27	2,545	39,699	+6.8%
2026-02-09	Sacks Anelise Angelino		$41.25	2,000	5,403	+58.8%
2026-02-10	MITCHELL KATE		$42.48	2,350	8,411	+38.8%

2026-02-10

GEFGEF-B

N/A

Other

SELL

$3,463,405

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-03	Hilsheimer Lawrence A.	EVP and CFO	$71.83	22,778	67,505	-25.2%
2026-02-03	Sathyanarayanan Bala	EVP, Chief Human Resources Off	$74.41	13,337	36,807	-26.6%
2026-02-03	Kellermann Kimberly Anne	SVP, Chief Operations Officer	$71.99	5,265	5,808	-47.5%
2026-02-05	Leahy Matthew B.	SVP SBU GM Innovative Closure	$73.82	1,300	2,739	-32.2%
2026-02-04	Benner Gaylord	SVP SBGM Sust. Fiber Solutions	$75.58	2,800	7,163	-28.1%
2026-02-10	Bergwall Timothy	SVP, Chief Commercial Officer	$74.11	2,000	73,832	-2.6%

2026-02-10

ACN

Accenture plc

Services-Business Services, NEC

NYSE

SELL

$2,825,902

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-01-07	Macchi Mauro	Chief Executive Officer-EMEA	$280.00	500	7,623	-6.2%
2026-01-14	Sweet Julie Spellman	Chair and CEO	$288.30	1,694	37,346	-4.3%
2026-01-14	Sharma Manish	Chief Strategy & Services Ofcr	$288.13	2,731	7,057	-27.9%
2026-01-14	Macchi Mauro	Chief Executive Officer-EMEA	$280.00	500	7,123	-6.6%
2026-01-20	Clifford Katherine Lee	Chief Leadership & HR Officer	$280.63	681	6,788	-9.1%
2026-01-23	Unruch Joel	General Counsel/Corp Secretary	$281.70	1,026	27,181	-3.6%
2026-01-26	Burgum Melissa A	Chief Accounting Officer	$281.01	3,588	8,179	-30.5%
2026-01-27	Walsh John F	CEO-The Americas	$276.38	3,986	27,221	-12.8%
2026-01-26	Hogan Catherine Kiernan	Chief Operating Officer	$280.93	660	12,688	-4.9%
2026-01-26	Clifford Katherine Lee	Chief Leadership & HR Officer	$280.79	787	6,001	-11.6%
2026-02-03	Burgum Melissa A	Chief Accounting Officer	$250.43	15	8,033	-0.2%
2026-02-03	Sweet Julie Spellman	Chair and CEO	$242.39	5,500	21,150	-20.6%
2026-02-03	Sharma Manish	Chief Strategy & Services Ofcr	$250.36	98	5,031	-1.9%
2026-02-04	Walsh John F	CEO-The Americas	$242.04	14	24,972	-0.1%
2026-02-10	Sweet Julie Spellman	Chair and CEO	$241.23	6,057	15,255	-28.4%

2026-02-09

WVE

Wave Life Sciences Ltd.

Pharmaceutical Preparations

Nasdaq

SELL

$257,958

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-09	Moran Kyle	Chief Financial Officer	$13.45	3,588	134,385	-2.6%
2026-02-09	BOLNO PAUL	President and CEO	$13.45	10,480	275,520	-3.7%
2026-02-09	Francis Chris	See Remarks	$13.45	1,883	61,867	-3.0%
2026-02-09	Vargeese Chandra	See Remarks	$13.45	3,228	408,246	-0.8%

2026-02-09

CHRW

C. H. ROBINSON WORLDWIDE, INC.

Arrangement of Transportation of Freight & Cargo

NASDAQ

SELL

$3,555,415

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-02	Castagnetto Michael D.	Pres, NAST	$194.20	2,849	28,149	-9.2%
2026-02-09	Freeman Angela K.	CHRO and ESG Officer	$200.52	8,579	55,611	-13.4%
2026-02-09	Short Michael John	President, Global Forwarding	$201.30	6,368	52,101	-10.9%

2026-02-09

SGP

SpyGlass Pharma, Inc.

Surgical & Medical Instruments & Apparatus

BUY

$221,480,000

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-02-09	Nielsen Kirk G.	$16.00	165,000	3,310,619	+5.2%
2026-02-09	Vensana Capital I GP, LLC	$16.00	165,000	3,310,619	+5.2%
2026-02-09	Behbahani Ali	$16.00	937,500	6,035,038	+18.4%
2026-02-09	Florence Anthony A. Jr.	$16.00	937,500	6,035,038	+18.4%
2026-02-09	BASKETT FOREST	$16.00	937,500	6,035,038	+18.4%
2026-02-09	New Enterprise Associates 17, L.P.	$16.00	937,500	6,035,038	+18.4%
2026-02-09	Yang Rick	$16.00	937,500	6,035,038	+18.4%
2026-02-09	Makhzoumi Mohamad	$16.00	937,500	6,035,038	+18.4%
2026-02-09	SANDELL SCOTT D	$16.00	937,500	6,035,038	+18.4%
2026-02-09	Chang Carmen	$16.00	937,500	6,035,038	+18.4%
2026-02-09	Mathers Edward T	$16.00	937,500	6,035,038	+18.4%
2026-02-09	Walker Paul Edward	$16.00	937,500	6,035,038	+18.4%
2026-02-09	RA CAPITAL MANAGEMENT, L.P.	$16.00	3,690,000	2,054,678	+100.0%
2026-02-09	Pardo Geoffrey B	$16.00	312,500	2,187,513	+16.7%
2026-02-09	Khan Bilal Arshad	$16.00	135,000	251,427	+116.0%

2026-02-09

HOOD

Robinhood Markets, Inc.

Security Brokers, Dealers & Flotation Companies

NASDAQ

SELL

$16,119,975

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-03	Quirk Steven M.	Chief Brokerage Officer	$87.81	52,540	27,564	-65.6%
2026-02-03	Gallagher Daniel Martin Jr	Chief Legal Officer	$87.07	10,000	393,612	-2.5%
2026-02-09	Warnick Jason		$85.09	125,000	402,370	-23.7%

2026-02-09

RPID

RAPID MICRO BIOSYSTEMS, INC.

Laboratory Analytical Instruments

Nasdaq

SELL

$278,897

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-04	Longitude Capital Partners II, LLC		$3.88	49,000	0	-100.0%
2026-02-09	WIRTJES SEAN M	CHIEF FINANCIAL OFFICER	$3.78	6,027	483,928	-1.2%
2026-02-09	Spignesi Robert G. Jr.	PRESIDENT AND CEO	$3.78	12,840	962,097	-1.3%
2026-02-09	Wilson John J. Addington	CHIEF OPERATING OFFICER	$3.78	4,610	257,768	-1.8%

2026-02-09

VRNS

VARONIS SYSTEMS INC

Services-Prepackaged Software

Nasdaq

BUY

$1,178,310

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	GAVIN JOHN J JR		$22.54	5,000	273,666	+1.9%
2026-02-06	Kess Avrohom J.		$22.29	17,800	49,403	+56.3%
2026-02-09	Faitelson Yakov	CEO, President, Chairman	$22.41	26,725	2,185,387	+1.2%
2026-02-09	Bass David	EVP Engineering & CTO	$23.47	2,980	1,042,924	+0.3%

2026-02-09

BWFG

Bankwell Financial Group, Inc.

State Commercial Banks

NASDAQ

SELL

$701,804

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-09	Sacchetti Courtney E	EVP & Chief Financial Officer	$49.79	1,062	3,201	-24.9%
2026-02-09	Chivily Christine	EVP & Chief Credit Officer	$49.80	1,985	16,186	-10.9%
2026-02-09	Fusaro Angelo G		$49.88	316	2,273	-12.2%
2026-02-09	Brunner Steven H	EVP & Chief Risk Officer	$49.85	1,876	3,389	-35.6%
2026-02-09	McNeill Matt	President & CBO	$49.83	3,794	45,019	-7.8%
2026-02-09	Gruseke Christopher R	CEO	$49.79	5,056	172,147	-2.9%

2026-02-09

ENSG

ENSIGN GROUP, INC

Services-Skilled Nursing Care Facilities

NASDAQ

SELL

$214,128

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-02-02	SMITH BARRY M	$171.54	700	23,552	-2.9%
2026-02-09	Blouin Ann Scott	$198.00	375	22,852	-1.6%
2026-02-09	Parkinson Mark Vincent	$198.00	100	2,900	-3.3%

2026-02-09

ARCC

ARES CAPITAL CORP

NASDAQ

BUY

$703,723

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-05	HENSON MARY BETH		$19.14	4,000	31,913	+14.3%
2026-02-05	SCHNABEL MICHAEL KORT	Chief Executive Officer	$19.13	12,500	40,500	+44.6%
2026-02-06	Lem Scott C	CFO and Treasurer	$19.29	5,186	39,463	+15.1%
2026-02-09	MARKOWICZ JANA	Chief Operating Officer	$19.20	15,000	25,176	+147.4%

2026-02-09

MIFAX

N/A

Other

BUY

$216,000

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-02-04	Haggerty John Andrew	$28.13	355	355	+100.0%
2026-02-04	Samson Ethan Isaac	$28.13	373	373	+100.0%
2026-02-04	Woolley Peter Scott	$28.13	1,777	1,777	+100.0%
2026-02-04	Chew Gerald Stephen	$28.13	711	711	+100.0%
2026-02-04	Toczylowski Adam Murray	$28.13	355	355	+100.0%
2026-02-04	Chambers Judith Fae	$28.13	373	373	+100.0%
2026-02-04	Bacon Elise Frazer	$28.13	355	355	+100.0%
2026-02-04	McCourt Stephen Patrick	$28.13	1,955	1,955	+100.0%
2026-02-09	MEKETA INVESTMENT GROUP INC /ADV	$28.20	1,418	1,418	+100.0%

2026-02-09

PMPEX

N/A

Other

BUY

$255,600

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-02-04	Samson Ethan Isaac	$14.83	708	708	+100.0%
2026-02-04	LeStage Molly Reidy	$14.83	681	681	+100.0%
2026-02-04	Haggerty John Andrew	$14.83	674	674	+100.0%
2026-02-04	Hartt Steven Knut	$14.83	674	674	+100.0%
2026-02-04	Woolley Peter Scott	$14.83	3,372	3,372	+100.0%
2026-02-04	McCourt Stephen Patrick	$14.83	3,709	3,709	+100.0%
2026-02-09	MEKETA INVESTMENT GROUP INC /ADV	$14.83	7,417	7,417	+100.0%

2026-02-09

VIAV

VIAVI SOLUTIONS INC.

Semiconductors & Related Devices

Nasdaq

SELL

$10,217,542

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-02	McNab Paul	EVP, Chief Mktg & Stgy Officer	$25.80	4,638	21,749	-17.6%
2026-02-02	Siebert Kevin Christopher	SVP Gen. Counsel & Secretary	$25.72	13,577	35,648	-27.6%
2026-02-02	Staley Gary W	SVP Global Sales NSE	$25.83	22,784	203,552	-10.1%
2026-02-03	Staley Gary W	SVP Global Sales NSE	$25.92	20,742	182,810	-10.2%
2026-02-04	KHAYKIN OLEG	President & CEO	$26.48	74,315	1,849,437	-3.9%
2026-02-05	KHAYKIN OLEG	President & CEO	$24.50	70,000	1,779,437	-3.8%
2026-02-04	Staley Gary W	SVP Global Sales NSE	$26.14	22,306	160,504	-12.2%
2026-02-05	Staley Gary W	SVP Global Sales NSE	$23.93	24,237	136,267	-15.1%
2026-02-06	KHAYKIN OLEG	President & CEO	$26.27	70,566	1,708,871	-4.0%
2026-02-09	KHAYKIN OLEG	President & CEO	$26.25	73,250	1,635,621	-4.3%

2026-02-09

POWI

POWER INTEGRATIONS INC

Semiconductors & Related Devices

NASDAQ

SELL

$1,367,571

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-01-29	Gupta Sunil	VP of Operations	$46.50	1,698	97,672	-1.7%
2026-01-29	Jain Gagan	VP, Worldwide Sales	$46.50	995	32,549	-3.0%
2026-01-29	BALAKRISHNAN BALU		$46.59	5,581	585,206	-0.9%
2026-02-03	BALAKRISHNAN BALU		$44.75	10,080	575,331	-1.7%
2026-02-03	Gupta Sunil	VP of Operations	$45.58	2,168	95,766	-2.2%
2026-02-03	Jain Gagan	VP, Worldwide Sales	$45.58	157	32,654	-0.5%
2026-02-09	BALAKRISHNAN BALU		$46.82	11,363	576,256	-1.9%
2026-02-09	Lloyd Jennifer A	President and CEO	$46.57	3,322	76,307	-4.2%
2026-02-09	Gupta Sunil	VP of Operations	$46.28	2,673	96,933	-2.7%

2026-02-09

MTB

N/A

Other

SELL

$5,363,683

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-01-28	GEISEL GARY N		$215.79	887	16,446	-5.1%
2026-02-02	Taylor John R.	EVP and Controller	$225.34	704	4,972	-12.4%
2026-02-03	WALTERS KIRK W		$227.37	909	5,976	-13.2%
2026-02-09	BARNES JOHN P		$235.85	21,193	15,142	-58.3%

2026-02-09

DAL

DELTA AIR LINES, INC.

Air Transportation, Scheduled

NYSE

SELL

$13,323,770

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-02	Carroll William C	SVP, Fin & Controller	$68.10	5,967	7,182	-45.4%
2026-02-05	HAUENSTEIN GLEN W	President	$71.00	13,576	583,327	-2.3%
2026-02-05	Samant Rahul D	EVP & Chief Info Officer	$70.18	62,528	20,939	-74.9%
2026-02-09	Sear Steven M	EVP - Global Sales & Distrib	$75.05	38,600	104,404	-27.0%
2026-02-06	Carter Peter W	Chief External Affairs Officer	$74.82	27,000	421,744	-6.0%
2026-02-09	BELLEMARE ALAIN	EVP & Pres. - International	$75.20	35,212	138,176	-20.3%

2026-02-09

DASH

DoorDash, Inc.

Services-Business Services, NEC

NASDAQ

SELL

$11,821,227

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-02-02	Fang Andy	$209.03	10,000	0	-100.0%
2026-02-02	Tang Stanley	$209.01	45,410	0	-100.0%
2026-02-03	Still Ashley	$207.42	63	2,228	-2.7%
2026-02-09	Brown Shona L	$181.28	1,250	32,252	-3.7%

2026-02-06

CING

N/A

Other

BUY

$166,693

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	Brams Matthew	EVP and Chief Medical Officer	$5.04	1,946	4,656	+71.8%
2026-02-06	Schaffer Shane J.	Chief Executive Officer	$5.04	6,809	10,175	+202.3%
2026-02-06	Callahan Jennifer L.	SVP and CFO	$5.04	4,864	5,059	+2,494.4%
2026-02-06	Werth Peter J.		$5.04	19,455	117,449	+19.9%

2026-02-06

ZNTL

Zentalis Pharmaceuticals, Inc.

Pharmaceutical Preparations

Nasdaq

SELL

$134,669

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-02	Vultaggio Vincent	PAO and PFO	$2.54	3,096	186,730	-1.6%
2026-02-06	Bruns Ingmar	Chief Medical Officer	$2.43	3,297	33,332	-9.0%
2026-02-06	Vultaggio Vincent	PAO and PFO	$2.43	40,224	146,506	-21.5%
2026-02-06	EASTLAND JULIA MARIE	CEO & President	$2.43	8,755	79,133	-10.0%

2026-02-06

WFRD

Weatherford International plc

Oil & Gas Field Machinery & Equipment

Nasdaq

SELL

$15,601,546

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	Weatherholt Scott C	EVP, GC & CCO	$105.49	37,825	129,348	-22.6%
2026-02-09	SLEDGE CHARLES M		$104.69	2,204	32,729	-6.3%
2026-02-06	Saligram Girish	President and CEO	$105.50	100,000	0	-100.0%
2026-02-06	Mills Desmond J	SVP & Chief Accounting Officer	$104.95	10,118	12,899	-44.0%

2026-02-06

HCIC

N/A

Other

BUY

$20,130,000

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	HENNESSY DANIEL J	Chairman and CEO	$10.00	671,000	671,000	+100.0%
2026-02-06	HC VIII Sponsor LLC		$10.00	671,000	671,000	+100.0%
2026-02-06	Hennessy Thomas D	President	$10.00	671,000	671,000	+100.0%

2026-02-06

CDXS

CODEXIS, INC.

Industrial Organic Chemicals

NASDAQ

SELL

$13,259

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	MOORE ALISON	President and CEO	$1.31	3,826	250,506	-1.5%
2026-02-06	Erbez Georgia	See Remarks	$1.31	3,826	66,810	-5.4%
2026-02-06	Lutz Stefan	Chief Scientific Officer	$1.31	2,492	136,283	-1.8%

2026-02-06

BOBS

Bob's Discount Furniture, Inc.

Retail-Furniture Stores

BUY

$532,015

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-06	Lang Trevor		$17.00	1,845	1,845	+100.0%
2026-02-06	Williams Scott K		$17.00	12,000	12,000	+100.0%
2026-02-06	Carbone Barbara		$17.00	1,200	1,200	+100.0%
2026-02-06	Schaffer Ryan Gregory	See Remarks	$17.00	1,250	1,250	+100.0%
2026-02-06	Moeller Stephen	See Remarks	$17.00	15,000	15,000	+100.0%

2026-02-06

PHM

PULTEGROUP INC/MI/

Operative Builders

NYSE

SELL

$24,392,123

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-05	FOLLIARD THOMAS J		$134.04	37,000	8,230	-81.8%
2026-02-05	MARSHALL RYAN	Chief Exec Officer, President	$133.86	111,250	659,392	-14.4%
2026-02-06	Sheldon Todd N	EVP, Gen Counsel, Corp Sec'y	$135.01	14,220	69,753	-16.9%
2026-02-06	O'Meara Brien P.	Vice President & Controller	$135.51	4,000	8,601	-31.7%
2026-02-06	Koart Matthew William	Exec. VP & COO	$135.79	15,309	42,418	-26.5%

2026-02-06

EIKN

Eikon Therapeutics, Inc.

Biological Products, (No Diagnostic Substances)

BUY

$51,119,604

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-02-04	FRAZIER KENNETH C	$18.00	111,111	111,111	+100.0%
2026-02-04	Lux Venture Partners V, LLC	$18.00	277,776	138,888	+100.0%
2026-02-04	Foresite Capital Management IV, LLC	$18.00	55,555	1,318,983	+4.4%
2026-02-04	Wolfe Josh	$18.00	277,776	138,888	+100.0%
2026-02-06	Column Group IV GP, LP	$18.00	2,117,760	1,319,164	+100.0%

2026-02-06

AIT

APPLIED INDUSTRIAL TECHNOLOGIES INC

Wholesale-Machinery, Equipment & Supplies

NYSE

SELL

$9,383,341

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-04	Schrimsher Neil A	President and CEO	$285.85	19,207	130,528	-12.8%
2026-02-05	Hoffner Warren E III	VP, General Mgr-Fluid Power	$288.62	4,000	52,751	-7.0%
2026-02-05	Vasquez Jason W	VP-Sales & Marketing-USSC	$287.87	5,447	14,491	-27.3%
2026-02-06	Hoffner Warren E III	VP, General Mgr-Fluid Power	$292.64	4,000	48,751	-7.6%

2026-02-06

EWBC

EAST WEST BANCORP INC

State Commercial Banks

NASDAQ

SELL

$7,139,037

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-04	NG DOMINIC	Chief Executive Officer	$117.82	50,000	808,331	-5.8%
2026-02-05	LIU JACK C		$119.00	1,421	13,553	-9.5%
2026-02-06	CAMPBELL MOLLY		$122.81	1,800	5,756	-23.8%
2026-02-06	TEO GARY	Executive Vice President	$122.59	7,000	5,252	-57.1%

2026-02-06

WDC

WESTERN DIGITAL CORP

Computer Storage Devices

Nasdaq

SELL

$16,559,219

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-02	Tan Irving	Chief Executive Officer	$255.44	20,000	623,586	-3.1%
2026-02-05	MASSENGILL MATTHEW E		$260.43	36,926	0	-100.0%
2026-02-06	Tregillis Cynthia L	Chief Legal Officer & Corp Sec	$270.49	6,780	136,538	-4.7%

2026-02-06

SWZ

Total Return Securities Fund

NYSE

BUY

$228,407

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-01-30	GOLDSTEIN PHILLIP		$5.92	10,000	72,910	+15.9%
2026-02-02	SELL MORITZ A		$5.97	2,120	9,998	+26.9%
2026-02-03	Dakos Andrew	President and CEO	$5.99	16,000	39,453	+68.2%
2026-02-06	GOLDSTEIN PHILLIP		$6.07	10,000	82,910	+13.7%

2026-02-05

N/A

Other

SELL

$25,070,023

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-01-30	J.P. Morgan Investment Management Inc.	$17.78	1,124,935	1,908,853	-37.1%
2026-02-02	TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	$11.74	425,894	23,454,145	-1.8%
2026-02-05	Haugen Timothy	$25.50	2,746	15,519	-15.0%

2026-02-05

MANE

Veradermics, Inc

Pharmaceutical Preparations

BUY

$43,549,971

Trade Date	Insider Name	Price	Qty	Owned After	Change, %
2026-02-05	CHILDS JOHN W	$17.00	294,117	2,202,006	+15.4%
2026-02-05	ENRIGHT PATRICK G	$17.00	1,075,000	2,053,474	+109.9%
2026-02-05	Coric Vlad	$17.00	117,646	319,398	+58.3%
2026-02-05	Longitude Capital Partners V, LLC	$17.00	1,075,000	2,053,474	+109.9%

2026-02-05

INSM

INSMED Inc

Pharmaceutical Preparations

NASDAQ

SELL

$943,383

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-03	Lewis William	Chair and CEO	$156.34	3,009	303,882	-1.0%
2026-02-03	Bonstein Sara	Chief Financial Officer	$156.34	748	79,758	-0.9%
2026-02-03	Adsett Roger	Chief Operating Officer	$156.17	791	106,810	-0.7%
2026-02-03	Smith Michael Alexander	Chief Legal Officer	$156.27	640	56,397	-1.1%
2026-02-05	Flammer Martina M.D.	Chief Medical Officer	$152.44	869	83,243	-1.0%

2026-02-04

SLDB

Solid Biosciences Inc.

Biological Products, (No Diagnostic Substances)

Nasdaq

SELL

$809,515

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-04	Howton David T	Chief Operating Officer	$6.44	18,894	97,859	-16.2%
2026-02-04	Cumbo Alexander	President and CEO	$6.44	48,913	222,018	-18.1%
2026-02-04	Herzich Paul	Chief Technology Officer	$6.44	10,905	69,067	-13.6%
2026-02-04	Hanrahan Jessie	Chief Regulatory Officer	$6.44	12,348	70,327	-14.9%
2026-02-04	Brooks Gabriel	Chief Medical Officer	$6.44	12,616	84,092	-13.0%
2026-02-04	Tan Kevin	CFO & Treasurer	$6.44	14,783	94,201	-13.6%
2026-02-04	Ganot Ilan		$6.44	7,205	25,271	-22.2%

2026-02-04

IRAB

N/A

Other

BUY

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-04	Nanani Rohit		$0.00	251,000	251,000	+100.0%
2026-02-04	Mehta Sumit	Chief Executive Officer	$0.00	251,000	251,000	+100.0%
2026-02-04	Iris Acquisition Holdings II LLC		$0.00	251,000	251,000	+100.0%

2026-02-04

CVCO

CAVCO INDUSTRIES, INC.

Mobile Homes

NASDAQ

BUY

$866,594

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-02	MOSTER STEVEN W		$456.23	300	2,976	+11.2%
2026-02-03	Greenblatt David A.		$469.45	500	16,076	+3.2%
2026-02-04	Boor William C	President & CEO	$495.00	1,000	48,022	+2.1%

2026-02-04

LKFN

LAKELAND FINANCIAL CORP

State Commercial Banks

NASDAQ

SELL

$486,399

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-02	O'Neill Lisa M	EVP & CFO	$60.74	2,900	34,066	-7.8%
2026-02-02	Lahrman Brok A	SVP, Chief Accounting Officer	$60.76	275	3,504	-7.3%
2026-02-04	FINDLAY DAVID M	CEO	$63.02	3,000	113,918	-2.6%
2026-02-04	Leniski Stephanie R	Executive Vice President	$62.76	1,665	8,355	-16.6%

2026-02-04

GOOGL

N/A

Other

SELL

$11,241,940

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-01-29	ARNOLD FRANCES		$340.00	102	18,307	-0.6%
2026-02-02	O'Toole Amie Thuener	VP, Chief Accounting Officer	$336.55	933	9,916	-8.6%
2026-02-04	Pichai Sundar	Chief Executive Officer	$335.18	32,500	2,179,372	-1.5%

2026-02-04

SARO

StandardAero, Inc.

Aircraft Engines & Engine Parts

NYSE

SELL

$1,831,855,109

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-01-29	Carlyle Group Inc.		$31.00	48,246,588	104,427,303	-31.6%
2026-01-29	GIC Private Ltd		$30.54	10,890,877	23,572,756	-31.6%
2026-02-02	Ford Russell Wayne	Chief Executive Officer	$30.67	80,000	766,955	-9.4%
2026-02-04	Ford Russell Wayne	Chief Executive Officer	$30.12	40,000	726,955	-5.2%

2026-02-04

TVTX

Travere Therapeutics, Inc.

Pharmaceutical Preparations

Nasdaq

SELL

$4,909,714

Trade Date	Insider Name	Title	Price	Qty	Owned After	Change, %
2026-02-03	REED ELIZABETH E	Chief Legal Officer and GC	$32.12	7,175	108,205	-6.2%
2026-02-03	ROTE WILLIAM E.	Chief Research Officer	$32.87	12,446	109,087	-10.2%
2026-02-03	Dube Eric M	CHIEF EXECUTIVE OFFICER	$32.28	100,087	432,886	-18.8%
2026-02-03	Heerma Peter	CHIEF COMMERCIAL OFFICER	$32.12	7,310	131,823	-5.3%
2026-02-03	Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	$32.12	4,333	49,080	-8.1%
2026-02-03	Inrig Jula	CHIEF MEDICAL OFFICER	$32.12	6,956	107,485	-6.1%
2026-02-03	Cline Christopher R.	CHIEF FINANCIAL OFFICER	$32.12	7,242	112,971	-6.0%
2026-02-04	REED ELIZABETH E	Chief Legal Officer and GC	$32.18	2,994	105,211	-2.8%
2026-02-04	Inrig Jula	CHIEF MEDICAL OFFICER	$32.21	1,779	105,706	-1.7%
2026-02-04	Cline Christopher R.	CHIEF FINANCIAL OFFICER	$32.19	1,745	111,226	-1.5%

101-150 OF 62,850

Strategic Executive Alignment

A single insider buy might be routine, but an Executive Cluster indicates strategic alignment. When multiple top managers commit personal capital simultaneously, it signals that those with the most intimate company knowledge believe the stock is deeply undervalued.

Institutional Sentiment Quality

Professional analysts use Cluster Analysis to filter out market noise. Tracking aggregate moves at the boardroom level allows retail investors to access institutional-grade signals often before they are reflected in official quarterly reports.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.