⚡ AFL: Japan Post Holdings sells $18.7M stake; Berkshire trims position by $1B this quarter
Published Apr 13, 2026
We read 117 filings today. Here are the ones worth your time.
65 Form 452 8-K2 Buys30 Sells
Japan Post Holdings just dumped $18.7M of Aflac shares. That's the largest move we tracked this week across 117 filings.
On the buy side, two insiders deployed capital: Horizon Kinetics added TPL and Nike's Rogers picked up NKE stock. Meanwhile, Broadcom's Velaga moved out of AVGO while Dover and Camden Property Trust filed 8-Ks on material agreements.
Japan Post Holdings sold $18.7M of AFL on Thursday. Discretionary. Not a pre-planned trade under a 10b5-1. The stock sits near the top of its 52-week range at $110.70, with a ceiling at $119. This is the third straight quarter Japan Post has trimmed its Aflac position, always discretionary, always near the high end of the range. Here's the pattern: 18 sales in two years.
Zero purchases. $30.3M out the door, all of it timed when the stock trades within 10% of its 52-week high. They didn't sell when AFL sat at $97 in August. They waited. Insurance giant selling an insurance stock, quarter after quarter, only when the price cooperates. The trimming is methodical.
Board member John Rogers bought $173K of Nike at $43, right at the 52-week low. The stock is down 47% from its peak as the company struggles with inventory bloat and fierce competition from On and Hoka. This was a pre-planned 10b5-1 purchase, but the timing looks prescient given the price level.
Horizon Kinetics added $402 to their TPL position in a discretionary buy. The asset manager has made 24 consecutive purchases over two years without a single sale. TPL trades 25% below its 52-week high as the royalty-based business model faces questions about Permian production growth rates.
Broadcom's Chief Technology Officer just dumped $10.6M in a discretionary sale, offloading nearly a third of his position. No 10b5-1 plan, so this was an active decision. The stock sits 10% off its recent high as AI infrastructure hype cools.
AVGO $371.55 . 52w: $162-$415 . +0% YTD
THE TAPE
MPWR
GC Saria Tseng sells $11.7M of MPWR
TKO
Nick Khan sells $3.8M of TKO
DASH
Stanley Tang sells $3.5M of DASH
AVGO
President Charlie Kawwas sells $3.5M of AVGO
FANG
Charles Meloy sells $3.1M of FANG
WYNN
Tilman Fertitta sells $1.7M of WYNN
CVNA
President Thomas Taira sells $1.3M of CVNA
EW
CFO Scott Ullem exercises options in $770K of EW
AMD
CTO Mark Papermaster sells $741K of AMD
RMD
CEO Michael Farrell exercises options in $730K of RMD
Dover refinanced $1.5B in debt with a new five-year revolving credit facility, replacing its 2020 agreement. The industrial conglomerate locked in committed credit through 2030 while trading near all-time highs. Standard liquidity move that extends runway for M&A and working capital needs.
Camden Property Trust signed a new $800 million unsecured revolving credit facility to replace its existing line while extending the maturity to 2030. The REIT is refinancing at a time when apartment fundamentals remain solid but financing costs have been elevated. Trading near the bottom of its 52-week range, the company is locking in long-term liquidity at current rates rather than waiting for potential cuts.
Paramount Skydance completed its merger and installed David Ellison as CEO while Jeff Shell took over as president. The new leadership team brings operational experience from Oracle and NBCUniversal to a studio trading near its 52-week lows after years of streaming losses. The combination gives Paramount access to Skydance's proven film franchises and Ellison's deep-pocketed tech connections at a time when traditional media needs both content hits and distribution leverage.