⚡ AMD CTO Papermaster sells $11.0M; earnings May 15
Published Apr 29, 2026
We read 293 filings today. Here are the ones worth your time.
120 Form 4173 8-K3 Buys25 Sells
Two Charter Communications executives just bought $1.5M of their own stock while CHTR trades near 52-week lows. Both discretionary.
Horizon Kinetics added another $919K to their Texas Pacific Land position, their third buy in six months. Meanwhile, 25 insiders were selling across the board, and three companies filed material agreements: GPC entered a definitive agreement, CBRE locked in financing terms, and McKesson terminated a contract.
Charter's director bought $1.2M of CHTR at $173.11 on Monday. Discretionary. The stock sits three dollars off its 52-week low, down 60% from last April's high of $437. He now owns $3M total. The timing stands out.
Charter reports May 2, twelve days out. Last quarter they missed by 6.1%, and the stock dropped 11.8% the week after. The director walked in with six figures while the stock trades at basement levels ahead of earnings. He's been on the board since 2016. He knows what's in the pipeline.
Board member Nair Balan just bought $175K of CHTR at $173, within $1 of the 52-week low. The stock is down 60% from its peak as cord-cutting accelerates and broadband growth stalls. This discretionary purchase shows up when the board member is catching a falling knife, not a bounce.
Horizon Kinetics just added $436 to their TPL position. Discretionary buy, not pre-planned. The firm has made 32 consecutive purchases over two years without a single sale. Earnings drop in 8 days.
Genuine Parts refinanced a $1 billion term loan with fresh borrowing at favorable rates while shareholders approved standard governance measures at their annual meeting. The auto parts distributor is restructuring debt at $105 per share, down 30% from its 52-week high. The timing suggests management sees better credit terms now than waiting, though shares remain flat for the year.
CBRE just locked in $3 billion of committed credit through 2030, replacing its existing facility with better terms and extended maturity. The commercial real estate giant is refinancing while it still has pricing power, not because it needs the money. This gives management flexibility to fund acquisitions or weather a downturn in CRE markets without scrambling for liquidity later.
McKesson refinanced its credit facility, replacing a $3.5B revolver with a new $4B facility while extending the maturity to 2030. The healthcare distributor is locking in capacity at better terms while its stock trades near all-time highs following strong pharma distribution volumes. The extra $500M gives McKesson flexibility for bolt-on M&A in specialty pharma or oncology services.