⚡ ORCL insider sells $41.6M. Oracle earnings in 22 days.
Published May 12, 2026
We read 571 filings today. Here are the ones worth your time.
377 Form 4194 8-K7 Buys106 Sells
Coca-Cola's CEO just moved $15.8 million out of KO stock. That's the biggest insider sale we tracked this week.
Meanwhile, seven insiders put their own money to work: ADP's Swan bought in, two NCLH directors added shares including Lansberry and Byng-Thorne, O'Sullivan picked up BRK.B, and POOL's Stokely made a purchase. The sell side was heavier, 106 exits across the week.
Coca-Cola's CEO James Quincey sold $15.8M on Monday. Discretionary. Not a scheduled sale under a 10b5-1 plan. He unloaded 71.9% of his position with the stock trading at $78.66, just $3.34 off its 52-week high. That's not trimming around the edges.
This is Quincey's second trade in two years. The first was also a sale. He hasn't bought once in that window. While a House member picked up a token position the same week, the CEO who runs the company moved $15.8M in the opposite direction. KO sits near the top of its range. The CEO chose this week to exit most of his holdings.
Board member Swan just put $746K into ADP at $212, a 10b5-1 pre-planned buy increasing his stake by 41.6%. The stock trades near its 52-week low after dropping from $330, down sharply as the market rotates out of steady dividend growers. Swan's last pre-planned purchase at $205 preceded a 15% run.
Board member Byng-Thorne bought $521K of NCLH at $17.08, right at the 52-week low. Stock is flat for the year while the company faces a securities fraud investigation. She now owns 53% more shares than before the purchase.
Board member O'Sullivan just bought $251K in BRK.B at $480, a discretionary purchase near the middle of its 52-week range. The stock has been flat this year while Berkshire sits on a record $325B cash pile. He sold nearly half his position earlier, making this comeback bet harder to read.
Board member Lansberry bought $197K of NCLH at $17.08, right at the 52-week low. The timing is given an active securities fraud investigation into the company. This discretionary purchase represents 36% of his current holdings, a concentrated bet during maximum uncertainty.
Board member Stokely just bought $193K of POOL at $188, 2% above the 52-week low. The stock's down 46% from its peak as pool construction slumps, but cash flow remains strong at $400M annually. This discretionary buy adds 5.8% to his position right as the spring selling season approaches.
POOL $187.77 . 52w: $184-$345 . +0% YTD
THE TAPE
DVA
CFO Joel Ackerman sells $9.9M of DVAAlso in Capitol Desk (congress bought)
CRWD
Sameer Gandhi sells $9.2M of CRWD
AMZN
CEO Andrew Jassy sells $8.6M of AMZN
ABNB
Joseph Gebbia sells $8.1M of ABNB
CVS
Tilak Mandadi sells $6.2M of CVS
EQIX
Charles Meyers sells $5.7M of EQIX
HSY
Hershey Trust CO Trustee IN Trust For Milton Hershey School sells $5.5M of HSY
Booking Holdings entered a new credit agreement providing a $3 billion revolving credit facility with an option to increase by another $1 billion. The five-year facility replaces their existing credit line and comes at a time when BKNG trades near 52-week lows despite strong travel demand. The company now has dry powder for acquisitions or buybacks while shares sit 33% below their highs.
Hilton closed a new credit facility that expands its borrowing capacity while extending maturities, giving the company more financial flexibility as it approaches 2025. The hotel giant is reinforcing its balance sheet at a time when travel demand remains strong but economic uncertainty lingers. With the stock near 52-week highs, management is securing cheaper capital before conditions potentially tighten.
Amphenol signed a definitive agreement to acquire a connector business, disclosed in an 8-K alongside additional corporate updates. The filing came as shares trade near the middle of their 52-week range after a flat start to the year. This deal expands Amphenol's already dominant position in high-speed interconnect systems, a strategic priority as data center and AI infrastructure spending accelerates.