02 · The Finvestex Brief

Big Money Moves

What are billionaires, executives and major funds actually doing?

Significant purchases and sales disclosed by executives, institutional portfolio filings, activist stakes and major acquisitions — always with the transaction date and the filing date.

  1. Charles Schwab's trust sold $18.1M of Schwab stock in two days

    A Form 4 filed on Oct 29, 2026 shows 203,150 shares sold on Oct 28 and 29. The size is modest next to the stake. The reason is not in the filing.

    Read the story
  2. Accenture's CEO put $3.0M of her own money into the stock, lifting her direct stake by a third

    A Form 4 filed Oct 28, 2026 shows Julie Sweet bought 12,200 shares on the open market, outside any reported trading plan. Here is what the filing does and doesn't tell you.

    Read the story
  3. A Stride director bought $12.2 million of stock on the open market

    A Form 4 filed Oct 27, 2026 shows three purchases of Stride shares worth about $12.2 million. The buyer is a director who also runs the fund named in the filing.

    Read the story
  4. Applied Digital's CEO and president bought .66M of their own stock, their first buy since 2023

    Two executives made open-market purchases on Oct 16, 2026, after a quarter with a 21 million loss to common holders. What a Form 4 buy does and doesn't tell you.

    Read the story
  5. A 10% owner bought $24.2 million of Group 1 Automotive stock

    A Form 4 filed Oct 26, 2026 shows 100,000 GPI shares bought over three trading days, outside any 10b5-1 plan. It shows what was done, not why.

    Read the story
  6. A VC fund sold $10.3M of Alamar stock at 76% above the IPO price

    A Form 4 filed Oct 23 shows Qiming-affiliated funds selling 342,626 Alamar shares on Oct 21–22, about six months after the IPO. The filing says what was sold, not why.

    Read the story
  7. Lockheed's backlog jumped 27% in one quarter to a record $292 billion

    Most of the leap traces to one multi-year missile-interceptor award worth about $52.5 billion. Lockheed also skipped share buybacks for the first nine months of 2026.

    Read the story
  8. Starboard reportedly builds a Solstice stake after its $14.5B deal collapsed

    The activist fund is said to hold several hundred million dollars of Honeywell's spin-off, weeks after Solstice walked away from its biggest acquisition. The details come from press reports, not a filing.

    Read the story
  9. A 10% owner of Dole just spent $8.6 million buying more of its own stock

    Pale Fire Capital, a Prague investor, bought 648,356 Dole shares in three days, according to a Form 4 filed Oct 22, 2026. The filing says none of it was a pre-arranged plan trade.

    Read the story
  10. A fund's own chairman keeps buying its shares, and just spent $3.3 million

    A Form 4 filed Oct 21, 2026 shows 271,555 BPRE shares bought on the open market over three days, following similar buys in September.

    Read the story
  11. Insider Buy of the Week: a Sonic Automotive 10% owner just added $752,044

    Paul Rusnak, listed as a 10% owner of Sonic Automotive, bought 12,555 more shares on Oct. 14, a week after an earlier purchase. Here is what the filings show, and what a buy like this can and can't tell you.

    Read the story
  12. Micron's Scott DeBoer sold about $25.7M of stock under a pre-set plan

    A Form 4 filed Oct. 20 shows the chief technology and products officer sold about 28,545 shares on Oct. 16, around $900 each, under a plan adopted in July.

    Read the story
  13. Two Cloudflare insiders sold $5.3 million of stock in one day

    The CFO and a director sold on Oct. 19, but both sales ran under trading plans adopted months earlier, in November 2025 and February 2026.

    Read the story
  14. A 10% owner of Talos Energy has sold about $206 million of stock in nine days

    Three Form 4 filings show the Slim family's holding company cutting its Talos stake by about 12 million shares in October, none of it flagged as a pre-set 10b5-1 plan.

    Read the story
  15. Applied Digital's president buys $5.7 million of APLD stock on the open market

    A Form 4 filed Oct. 19 shows Jason Gechen Zhang bought 300,000 shares at about $18.86 on Oct. 16, outside any pre-arranged trading plan.

    Read the story
Free · Every US trading day

Big Money Moves, every morning.

Big Money Moves is one of the three sections of The Finvestex Brief — free in your inbox at 8:45 a.m. ET. Subscribing also unlocks every story in full.

Every trading day · Free · Unsubscribe anytime. By subscribing you agree to our Privacy Policy.