Insider Radar — Week of October 26, 2026
Reported insider buying was $286.2 million in the week of October 26 and selling was $1.11 billion, a ratio of 3.9 to 1 against a median of 9.1 over the preceding twenty-six weeks. Buying was close to its median, while selling was 42% of its median and the second lowest of the last twelve weeks. The largest purchase was $51.5 million of MGM Resorts by director Keith Meister's Corvex funds. The largest disposal was MUFG selling $111.1 million of Morgan Stanley stock back to Morgan Stanley under a plan adopted in 2018.
Insiders bought $286.2 million and sold $1.11 billion in the week of October 26, a ratio of 3.9 to 1 against a 26-week median of 9.1. Buying was close to its median, and selling was 42% of its median. The largest purchase was $51.5 million of MGM Resorts by director Keith Meister's Corvex funds, in the week MGM said takeover talks with its largest shareholder were over.
Buying returned to about its median, led by $51.5 million of MGM bought through a director's funds
Reported buying came to $286.2M across 186 events, against $153.2M the week before on the same basis and a median of $266.7M over the preceding twenty-six weeks. Filers flagged as officers or directors bought $125.8M, and filers flagged only as 10% holders bought $160.3M. Much of the total was not an insider's bet on the market, so the purchases below are grouped by what they were.
The largest purchase was at MGM Resorts (MGM). Keith Meister, a director, bought 1,738,074 shares on October 30 at weighted average prices of $28.92 and $29.75, $51.5M, for private funds advised by Corvex Management, whose general partner he controls. The funds held 7,086,052 shares afterwards, and the filing reports another 7,518 shares on November 2, after the window. It came in the week MGM reported third quarter results, amended its voting agreement with People Inc., its largest shareholder, and said talks about a deal between the two were over. It is the first trade recorded for him in our data over the last twenty-six weeks, 18% of all reported buying and 41% of the $125.8M flagged to officers and directors.
Smaller purchases by individual officers and directors continued at Stride (LRN), where director Dylan Haggart bought 150,000 shares at $78.33 to $78.52 between October 26 and 30, $11.8M, after $4.7M on October 23, and at Scholar Rock (SRRK), where director Srinivas Akkaraju bought 146,970 shares at $41.59 on October 26, $6.1M, after $5.9M on October 23. At Accenture (ACN), chair and chief executive Julie Sweet bought 12,200 Class A shares at $245.11 to $246.17 on October 26, $3.0M, held directly. It is her first trade in our data over the last twenty-six weeks, and a director, Paula Price, bought $0.2M the same day. The chief executives of Truist (TFC), HF Sinclair (DINO) and SiteOne Landscape Supply (SITE) each bought about $1M.
Two large purchases were existing holders adding to big positions. LOR Inc., a 10% holder of Rollins (ROL), bought 1,444,402 shares at a single price of $34.59 on October 29, $50.0M, and reports 146,728,468 shares after. The R. Randall Rollins Voting Trust reported the same block, and we count it once. It came a week after Rollins' third quarter report. Berkshire Hathaway bought 743,965 Sirius XM (SIRI) shares at a weighted average $28.89 on October 30, $21.5M, after Sirius XM's third quarter report, and holds 125,551,082 shares. Its filing also reports further purchases on November 2 and 3, after the window. Nippon Life's 10b5-1 purchases of Corebridge Financial (CRBD) continued for an eighth week, $38.0M across all five sessions at $34.61 to $35.50, after $318.2M over the preceding seven weeks. It is a scheduled program by a 10% holder, not a new decision, and without it the ratio is 4.5 to 1.
Four purchases were allocations in offerings or negotiated blocks, $63.0M in all, and are not market conviction. Venrock Healthcare Capital Partners, a 10% holder of Lycia Therapeutics (LYCA), bought 1,944,444 shares at a flat $18.00 on October 26, $35.0M, the day Lycia closed its upsized IPO, and added $1.9M in the market at $25.23 to $26.97 during the week. Rapport Therapeutics (RAPP) director James Healy bought 952,380 shares at a flat $21.00 on October 28, the day Rapport priced its $380M stock and convertible notes offerings, $20.4M with three smaller lots at the same price. Docler Holding, a director and 10% holder of Playboy (PLBY), bought 4,761,905 shares at $1.05 on October 30, $5.0M, exactly the number of shares another 10% holder, FIG Buyer GP, reported selling at that price the same day. SPACCircle Acquisition (SCQC) director and 10% holder Soumen Das bought $2.7M of Class A shares at $10.00 in a private placement as its IPO closed. Without Corebridge and these four, buying was $185.2M and the ratio 6.0 to 1, still below the median.
RA Capital Management, a director and 10% holder of Bambusa Therapeutics (BBTX), bought 453,820 shares at $14.23 and $14.92 on October 30, $6.6M, a fund's purchase rather than a person's. The same filing reports 2,500,000 more shares at a flat $16.00 on November 2, after the window, the price another 10% holder paid that day. Conifer Management, a 10% holder of Group 1 Automotive (GPI), added $5.0M at $244.02 to $249.30 on October 26 after $19.2M the week before. Bluerock Private Real Estate Fund (BPRE) director Ramin Kamfar bought $2.2M of shares in the non-traded fund, priced at its own share value rather than in a market.
| Ticker | Buyer | Role | Value | Price | Date |
|---|---|---|---|---|---|
| MGM | Keith A. Meister (Corvex funds) | Director | $51.5M | $28.92–$29.75 | Oct 30 |
| ROL | LOR Inc. | 10% holder | $50.0M | $34.59 | Oct 29 |
| CRBD | Nippon Life Insurance Co | 10% holder, 10b5-1 | $38.0M | $34.61–$35.50 | Oct 26–30 |
| LYCA | Venrock Healthcare Capital Partners | 10% holder ($35.0M IPO allocation) | $36.9M | $18.00 IPO; $25.23–$26.97 | Oct 26–30 |
| SIRI | Berkshire Hathaway Inc | 10% holder | $21.5M | $28.89 | Oct 30 |
| RAPP | James Healy | Director (offering price) | $20.4M | $21.00 | Oct 28 |
| LRN | Dylan G. Haggart | Director | $11.8M | $78.33–$78.52 | Oct 26–30 |
| BBTX | RA Capital Management, L.P. | Director and 10% holder | $6.6M | $14.23–$14.92 | Oct 30 |
| SRRK | Srinivas Akkaraju | Director | $6.1M | $41.59 | Oct 26 |
| GPI | Conifer Management, L.L.C. | 10% holder | $5.0M | $244.02–$249.30 | Oct 26 |
| PLBY | Docler Holding S.a r.l. | Director and 10% holder (block matching FIG Buyer GP's sale) | $5.0M | $1.05 | Oct 30 |
| ACN | Julie Spellman Sweet | Chair and CEO | $3.0M | $245.11–$246.17 | Oct 26 |
| SCQC | Soumen Das | Director and 10% holder (private placement) | $2.7M | $10.00 | Oct 28 |
Selling was 42% of its median, and the largest line was a sale back to Morgan Stanley
Insiders and large holders disposed of $1.11B across 490 events, against $868.1M the week before on the same basis and a median of $2.65B over the preceding twenty-six weeks. It is the second lowest weekly total of the last twelve, after the week of October 19. Against $286.2M of buying the ratio is 3.9 to 1, below the 9.1 median. Of the selling, $421.9M, 38%, was open-market sales under 10b5-1 plans, and $156.6M was disposed back to issuers under code D. Open-market sales outside plans came to $527.0M, 48%: $366.5M by filers flagged as officers or directors and $158.8M by filers flagged only as 10% holders, of which $69.0M is Berkshire Hathaway's DaVita sale described below.
The largest line is not a market sale. Mitsubishi UFJ Financial Group, a 10% holder of Morgan Stanley (MS) and a director by deputization, sold 604,396 shares to Morgan Stanley at $183.84 on October 29, $111.1M, under a sales plan adopted in 2018. It is MUFG's third such sale in our data since July, $484.4M in all. At Dover (DOV), chairman and chief executive Richard Tobin surrendered 147,677 shares to the company at $210.07 on October 30, $31.0M, to cover the exercise price of stock appreciation rights. It is reported under code D, and no shares were sold in the market that day; he sold $18.6M in the market on November 2, after the window. Without Morgan Stanley the ratio is 3.5 to 1.
The largest discretionary sale by an officer was at Hilton (HLT). Executive vice president and chief financial officer Kevin Jacobs exercised options and sold 151,050 shares on October 29 at $353.18 to $358.79, $53.8M, two days after Hilton's third quarter report, with no plan marked. It is the first trade in our data for him over the last twenty-six weeks. At Scorpio Tankers (STNG), chief executive Emanuele Lauro sold 234,637 shares at $92.88 and vice president Filippo Lauro 135,100 shares at $92.22 to $92.62 on October 30, $34.3M together, two days after the company reported record rates and raised its dividend 67%. Neither filing marked a plan. Goldman Sachs (GS) chairman and chief executive David Solomon sold $10.9M at $910.46 to $912.11 and Charles Schwab (SCHW) co-chairman Charles Schwab $12.2M, both outside plans.
Berkshire Hathaway sold 382,563 DaVita (DVA) shares at a single price of $180.43 on October 27, $69.0M, its third sale of the stock in our data since May, after $219.4M on May 1 and July 31, in the same week it bought Sirius XM. DaVita has had an agreement with Berkshire since 2024 to buy back shares from it each quarter so that Berkshire's stake stays at 45%. The filing reports the sale under code S and does not name the buyer, so we do not read it as a market sale. Berkshire reports 28,314,666 shares after. Control Empresarial de Capitales, a 10% holder of Talos Energy (TALO), sold $27.7M at $18.50 and $18.33 on October 27 and 28. It is the holder's fourth straight week of sales and $351.8M since the week of September 14, though the smallest of the four weeks.
Scheduled sales were spread across many names. Andreas Bechtolsheim, a 10% holder of Arista Networks (ANET), sold $45.9M at $167.51 to $174.14 on October 30. Dutch Bros (BROS) executive chairman Travis Boersma and two related holding entities sold $41.0M, and United Therapeutics (UTHR) chairperson and chief executive Martine Rothblatt $28.1M across all five sessions. Four Kiniksa Pharmaceuticals (KNSA) officers, including chairman and chief executive Sanj Patel, sold $26.3M at $91.87 to $98.16 on October 30, after the company's third quarter results. Walmart (WMT) chief technology officer Suresh Kumar sold $20.5M and Capital One (COF) chairman and chief executive Richard Fairbank $18.4M, all under plans.
| Ticker | Seller | Role | Value | Type | Date |
|---|---|---|---|---|---|
| MS | Mitsubishi UFJ Financial Group | 10% holder, director by deputization | $111.1M | Sale to the issuer (code D), 10b5-1 | Oct 29 |
| DVA | Berkshire Hathaway Inc | 10% holder | $69.0M | Single price; standing buyback agreement with the issuer (see text) | Oct 27 |
| HLT | Kevin J. Jacobs | EVP and Chief Financial Officer | $53.8M | Open market, no plan | Oct 29 |
| ANET | Andreas Bechtolsheim | 10% holder | $45.9M | 10b5-1 | Oct 30 |
| DOV | Richard J. Tobin | Chairman, President and CEO | $31.0M | Shares surrendered to the issuer (code D) for a SAR exercise | Oct 30 |
| UTHR | Martine Rothblatt | Chairperson and CEO | $28.1M | 10b5-1 | Oct 26–30 |
| BROS | Travis Boersma and two related holders | Executive Chairman; 10% holders | $41.0M | 10b5-1 | Oct 26–30 |
| TALO | Control Empresarial de Capitales S.A. de C.V. | 10% holder | $27.7M | Open market, no plan | Oct 27–28 |
| KNSA | Kiniksa insiders (4) | Officers, incl. Chairman and CEO | $26.3M | 10b5-1 | Oct 30 |
| STNG | Emanuele Lauro | CEO | $21.8M | Open market, no plan | Oct 30 |
| WMT | Suresh Kumar | Chief Technology Officer | $20.5M | 10b5-1 | Oct 30 |
| COF | Richard D. Fairbank | Chairman and CEO | $18.4M | 10b5-1 | Oct 27 |
| STNG | Filippo Lauro | Vice President | $12.5M | Open market, no plan | Oct 30 |
| GS | David M. Solomon | Chairman and CEO | $10.9M | Open market, no plan | Oct 27 |
Methodology
Source data is public SEC Form 4 filings collected by AlphAI, covering transactions dated October 26 through November 1, 2026: 576 filings with a reported value across 360 tickers, and 573 after the co-filed correction below. The data was pulled on November 4, after the two-business-day filing deadline for October 30, the window's last trading day, had closed; 12 filings worth $96.5 million arrived in the last hours before it. Transactions are grouped into events by ticker, filing, ownership form, transaction code and date, so a sale executed in many tranches under one filing counts once rather than inflating the count. Purchases are P-code transactions, disposals are S and D codes. Event groups summing above $1 billion are excluded, because at that size the row is almost always a merger, tender or reorganisation rather than a discretionary trade; this week the cap removed nothing. Where related filers report the same block, it is counted once. From this issue a block is one trade when the ticker, date, transaction code, security, share count and price match and the filers are one holder's entities or one person's refilings; the direct filer's copy is kept, and two direct filers with different names are always two trades. This week that removed three copies, $55.5 million: the R. Randall Rollins Voting Trust's copy of LOR Inc.'s $50.0 million Rollins purchase, Drawbridge Special Opportunities Fund's copy of FIG Buyer GP's $5.0 million Playboy sale, and a second Ares Management copy of a $0.5 million CTEV purchase. Earlier issues merged every exact match, which also merged separate trades of the same size; on that basis this week would read $286.1 million bought and $1.10 billion sold, and the ratio is 3.9 either way. The 26-week baseline and the prior week's comparison figures are restated on the new rule (median 9.1 against 9.2); published issues are unchanged. Activity filed under 10b5-1 plans is split out, because those trades are scheduled months ahead and say nothing about what a seller thinks now. D-code disposals back to an issuer, including MUFG's sale to Morgan Stanley and the shares Dover's chief executive surrendered on a stock appreciation right exercise, are reported separately from open-market selling. Roles come from the officer, director and 10 percent holder flags on the filing itself, and titles are used only where the filing supplies one (Hilton's is in the filing's remarks). Prices above $500 a share (Goldman Sachs, Regeneron, Thermo Fisher, Medpace, Mastercard, Seagate, United Therapeutics) were checked against the same tickers' own filings over the previous 180 days and sit within 0.8 to 1.25 times that median. Kiniksa's officers sold at about 1.8 times it in the days after the company's third quarter results, and Accenture's $245 sits inside the $200 to $250 range its other insiders reported in October. The ordinary shares of foreign-domiciled issuers (Accenture, Kiniksa, AerCap) are priced in US dollars. The recent median sell to buy ratio covers the twenty-six preceding weeks that each had more than $10 million of reported buying, after the same grouping and co-filed correction, so a single week's ratio should be read against that norm rather than on its own. Filing coverage matured over the first half of 2026, so week to week comparisons are more reliable than comparisons with the spring. This is a readout of public filings and not investment advice.
Sources: SEC EDGAR Form 4 filings
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