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A one-sided tape: insiders sell, nobody accumulates
2026-W29 · 2026-07-13
10
Filings cited
896,082
Shares sold
$191.6M
The first tracked week is quiet on the only axis this monitor cares about, at least among this week's new filings. Every one of the 42 transactions filed this week is a disposal, and no watched institution filed a 13D or a new 13F position this week. Nothing among this week's activity scores as accumulation. Most of the selling is programmatic 10b5-1 activity that carries little informational signal. The one discretionary transaction of size is a NVIDIA director trimming a family-trust stake, and even that is a small slice of what the trusts still hold. The dashboards on this site also carry the Q1 2026 institutional baseline — 13F positions filed in May, well before this week — with the next quarterly update due mid-August. We flag every story below as weak: read this week's new filings as a baseline week, not a signal.
NVIDIA director trims ~$186M through family trusts weak
Director Mark Stevens reported selling 885,000 NVDA shares on 18 June for about $186.0M, split across two trust-held lots at weighted-average prices near $210 (events 0001199039-26-000007:0, 0001199039-26-000007:1). Unlike the rest of this week's tape, the filing carries no 10b5-1 footnote, so this is a discretionary sale rather than a scheduled one. That makes it the most notable single action of the week. Context matters, though: the same filing shows the reporting person's trusts still holding well over 20 million shares, so this reads as a partial trim by a long-tenured board member, not an exit.
Four Alphabet insiders — including chairman John Hennessy and chief legal officer Kent Walker — reported GOOGL sales this week, netting roughly $3.7M of disposals against zero buys (totals aggregate all transaction rows in the cited filings). Every transaction is flagged 10b5-1 (events 0001193125-26-276111:0, 0001193125-26-289028:0, 0001193125-26-290710:0, 0001193125-26-292904:0). Plan-based selling like this is calendar-driven and reveals little about how these insiders view the business; we surface it only to show the direction of flow, which is one-way out.
COO Javier Olivan filed two more 10b5-1 sales and director Robert Kimmitt one, together about $4.3M of META shares sold (events 0000950103-26-009164:0, 0000950103-26-010417:0, 0000950103-26-010283:0; totals aggregate all transaction rows in the cited filings). This is a continuation of a standing plan rather than a fresh decision. No offsetting purchases appear from any watched actor this week.
AMD CTO Mark Papermaster reported a 10b5-1 sale of 6,000 shares for about $3.2M (event 0000002488-26-000111:0). A single scheduled officer sale in isolation is not a read on the chip cycle; it is included to keep the semiconductor picture complete alongside the NVIDIA trust trim.
Doug Herrington, who runs Amazon's Worldwide Stores, reported a 10b5-1 sale of 1,000 AMZN shares for about $240K (event 0001018724-26-000022:0). The smallest disposal of the week and the least informative — a routine plan execution that rounds to noise.
software_internet — All flow this week was outbound: six insiders across Alphabet and Meta sold roughly $8M combined, entirely 10b5-1, with no new filings this week beyond those insider sales. Aggregate outflow with no buy-side counterweight, but the plan-based nature means it says little about conviction. The dashboards' Q1 2026 baseline (filed in May, not this week) shows 23 new 13F positions in GOOGL, META, and MSFT opened across four allocators — Berkshire, Pershing Square, TCI, and Coatue — history that is visible but did not change this week.
semiconductors — Two sellers, two names. The NVIDIA director's ~$186M discretionary trust sale dominates the dollar figure; AMD's CTO sale was a small scheduled disposal. No accumulation, no activist filings, no 13F adds in chips this week.