⚡ CHTR CEO sells $369.6M stake. Charter's largest insider sale…
Published Apr 24, 2026
We read 219 filings today. Here are the ones worth your time.
90 Form 4129 8-K1 Buys17 Sells
Horizon Kinetics just bought $438M worth of Texas Pacific Land. That's not a typo, $438 million in a single filing.
Meanwhile, the borrowing circuit lit up. Prologis locked in $2.75B in senior notes, Keysight tapped a $750M credit facility, and ServiceNow closed a $3B credit agreement ahead of earnings. On the sell side, 17 insiders headed for the exits while exactly one person showed up to buy.
Horizon Kinetics added $438 to their TPL position this week. Discretionary. Not pre-planned. The stock sits 20% below its 52-week high of $547, down from the peak but well above the $269 low. TPL reports earnings in 13 days. Here's the pattern that matters. Horizon Kinetics has made 29 trades in TPL over the last two years.
Twenty-nine buys. Zero sells. Not one share out the door. That's not position management. That's conviction with a paper trail. The timing puts this buy eleven trading days ahead of the earnings print. They keep adding while the market waits.
TPL $439.50 . 52w: $269-$547 . +0% YTD
THE TAPE
CHTR
Thomas Rutledge exercises options in $369.6M of CHTR
ANET
CEO Jayshree Ullal sells $15.8M of ANET
CRM
CEO Marc Benioff sells $4.3M of CRM
CRWD
CEO George Kurtz sells $1.9M of CRWD
CCL
CEO Joshua Weinstein sells $1.6M of CCL
KEY
Of Bank sells $1.1M of KEY
TDG
W Howley exercises options in $521K of TDG
CCL
CFO David Bernstein sells $498K of CCL
ANET
CTO Kenneth Duda exercises options in $488K of ANET
Prologis issued $1.5 billion in senior notes across two tranches, priced at 4.875% for seven years and 5.375% for thirty years. The industrial REIT is raising capital at relatively attractive rates given its A-rated balance sheet, likely earmarking proceeds for acquisitions or development as e-commerce demand for warehouse space remains robust. With shares near 52-week highs at $141, the company is optimizing its capital structure while equity is expensive.
Keysight borrowed $700 million through a new term loan agreement, marking a rare debt raise for the test equipment maker trading near all-time highs. The company has been on an acquisition spree lately, snapping up software and 5G testing assets. This looks like pre-funding for another deal rather than balance sheet stress, given KEYS is up 147% from its 52-week low with strong free cash flow generation.
ServiceNow borrowed $3B through a new credit facility while simultaneously reporting Q4 results that beat expectations with 23% subscription revenue growth. The company is raising cash just as its stock trades 51% below its 52-week high, suggesting management sees opportunity to invest or acquire at current valuations. Fresh capital deployed during a selloff tends to work out better than debt raised near all-time highs.