The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

Meta (META)

Sector: software_internet · Tracking since 2026-05-15

What am I looking at?

Everything on this page comes from public SEC filings that name this company. The cards show the automated signal score, net insider activity (open-market buys minus sells over the last 90 days), distinct insider buyers, and watchlist institutions currently holding the stock. The timeline lists each transaction row with a link to the original filing.

insider_buy / insider_sell
An officer or director traded on the open market (Form 4). Scheduled 10b5-1 plan trades are noted and treated as low-signal.
13f_new / 13f_add / 13f_trim / 13f_exit
A watchlist fund opened, increased, reduced, or closed a position between quarterly 13F reports — these become public up to 45 days after the quarter ends.
13d_filed
An investor crossed 5% ownership with activist intent (Schedule 13D).
65
Signal score
−$103.9M
Net insider value 90d
0
Insider buyers 90d
5
Watchlist holders

Watchlist holders

Analysis

Meta COO continues programmatic disposals weak (2026-W29)

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.

Meta COO continues programmatic disposals weak (2026-W30)

COO Javier Olivan filed two more 10b5-1 sales totaling roughly $2.4M of META across the two accessions (events 0000950103-26-011028:0, 0000950103-26-010694:0; totals aggregate all transaction rows in the cited filings). This is a continuation of a standing plan rather than a fresh decision, consistent with his selling in prior weeks. No offsetting purchase appeared from any watched actor.

Meta COO continues programmatic disposals weak (2026-W31)

COO Javier Olivan filed five more 10b5-1 sales across a single accession, totaling 1,466 shares for roughly $891K (events 0000950103-26-011342:0, 0000950103-26-011342:1, 0000950103-26-011342:2, 0000950103-26-011342:3, 0000950103-26-011342:4). This continues the same standing-plan pattern seen in recent weeks; a scheduled disposal is calendar-driven and does not reflect a fresh decision. No offsetting purchase appeared from any watched actor.

Meta's COO and two board members continue programmatic selling weak (2026-W32)

COO Javier Olivan filed five 10b5-1 sale lines within a single accession totaling roughly $891K (events 0000950103-26-011342:0 through :4), continuing the same standing-plan pattern seen in recent weeks. Separately, board members Peggy Alford and Robert Kimmitt each filed one 10b5-1 sale, about $252K and $281K respectively (events 0000950103-26-011909:0, 0000950103-26-011964:0). Combined, three Meta insiders sold roughly $1.42M this week, all plan-based, with no offsetting purchase from any watched actor.

Meta draws sharp institutional buying even as executives keep selling on schedule strong (2026-W34)

Coatue nearly tripled its Meta stake this quarter, from 669K to 1.82M shares (+172%), and Appaloosa added 55% (436.5K to 675K shares). Altimeter and Fundsmith both opened new positions worth $763.3M and $592.5M respectively. The juxtaposition is worth noting: four allocators building or growing Meta stakes in the same quarter that Meta's CFO, COO, and a board member were all filing insider sales — though those sales are small relative to insider holdings and mostly plan-based (see the insider-selling recap below).

Insider tape is one-sided again: 21 sales, zero buys weak (2026-W34)

All 21 insider transactions filed this week are sales, with zero purchases across the watchlist. Microsoft EVP Judson Althoff sold $4.88M and Meta CFO Susan Li sold $1.47M, neither flagged as 10b5-1; AMD's Paul Darren Grasby sold $7.72M, also without a plan flag — the single largest discretionary insider sale of the week. The rest — Meta COO Javier Olivan (~$1.02M across nine lines), Meta director Marc Andreessen (~$251K across four lines), Amazon's Douglas Herrington (~$983K across three lines), and AMD's Mark Papermaster ($3.59M) and Ava Hahn ($67.9K) — are all explicit 10b5-1 plan sales. Combined, roughly $19.98M of insider selling this week and no offsetting purchase from any watched actor.

Meta CFO Susan Li's 13-line sale totals $5.1M weak (2026-W35)

Chief Financial Officer Susan Li filed 13 sale lines on 2026-08-18 totaling 9,196 shares for about $5.06M (events 0000950103-26-012727:0 through :12), disclosed as a Rule 10b5-1 plan transaction. The individual line sizes vary widely (from 40 to 1,864 shares), consistent with a pre-set formula rather than a discretionary decision made this week.

Meta's CTO and chief legal officer also sell on standing plans weak (2026-W35)

Chief Technology Officer Andrew Bosworth sold 7,848 shares for about $4.38M on 2026-08-18 (event 0000950103-26-012726:0). Chief Legal Officer Curtis Mahoney sold 1,559 shares for about $870K the same day (event 0000950103-26-012729:0). Both are 10b5-1 plan sales filed alongside Li's disposal, bringing Meta's total insider selling this week to three executives and about $10.3M, with no purchase or accumulation from any watched actor.

Meta chief accounting officer Aaron Anderson sells $2.0M under a standing plan weak (2026-W37)

Chief Accounting Officer Aaron Anderson sold 3,240 shares for about $2.0M on 2026-09-03 (event 0000950103-26-013672:0), disclosed as a Rule 10b5-1 plan transaction. The size and timing were pre-arranged, so this is routine scheduled selling rather than a decision made this week.

Meta Chief Product Officer Christopher Cox sells $13.0M under a standing plan weak (2026-W38)

Chief Product Officer Christopher K. Cox filed 2 sale lines on 2026-09-09, totaling 20,000 shares for about $13.01M (events 0000950103-26-013860:0, 0000950103-26-013860:1), disclosed as a Rule 10b5-1 plan transaction. The size and timing were pre-arranged, so this is routine scheduled selling rather than a decision made this week.

Meta COO Javier Olivan sells $4.3M combined across two standing-plan filings weak (2026-W38)

COO Javier Olivan filed two more 10b5-1 sales this week: 21 lines on 2026-09-08 totaling 5,354 shares for about $3.30M (events 0000950103-26-013794:0 through :20), and 5 lines on 2026-09-14 totaling 1,575 shares for about $1.04M (events 0000950103-26-014061:0 through :4). Combined, roughly $4.34M, continuing the same standing-plan pattern seen in recent weeks. No offsetting purchase appeared from any watched actor.

Meta Chief Product Officer Christopher Cox sells $42.0M combined across two standing-plan filings weak (2026-W39)

Chief Product Officer Christopher K. Cox filed two 10b5-1 sales this week: 1 line on 2026-09-15 (filed 2026-09-17) for 20,000 shares, about $13.50M (event 0000950103-26-014140:0), and 2 lines on 2026-09-21 (filed 2026-09-23) for 40,000 shares, about $28.51M (events 0000950103-26-014403:0, :1). Combined, roughly $42.0M, continuing the same standing-plan pattern seen in recent weeks.

Meta COO Javier Olivan sells $1.1M under a standing plan weak (2026-W39)

COO Javier Olivan filed 5 sale lines within a single accession on 2026-09-21 (filed 2026-09-23), totaling 1,575 shares for about $1.07M (events 0000950103-26-014402:0 through :4), disclosed as a Rule 10b5-1 plan transaction. This continues the recurring standing-plan pattern seen in prior weeks; no offsetting purchase appeared from any watched actor.

Meta CEO Mark Zuckerberg sells about $22.5M across 10 lines under a standing plan weak (2026-W40)

Zuckerberg filed 10 sale lines for transactions on 2026-09-24 (filed 2026-09-28), totaling 27,474 shares for about $22.5M, all disclosed as Rule 10b5-1 plan transactions (events 0000950103-26-014647:0 through :9). Because the timing was fixed in advance, the filings reveal little about current conviction; they continue a scheduled disposal pattern.

Meta COO Javier Olivan sells about $1.2M under a standing plan weak (2026-W40)

Olivan filed 5 sale lines for transactions on 2026-09-28 (filed 2026-09-30), totaling 1,575 shares for about $1.18M, all disclosed as Rule 10b5-1 plan transactions (events 0000950103-26-014886:0 through :4). Small and pre-scheduled, this is context rather than signal.

Meta COO Javier Olivan sells about $1.15M under a standing plan weak (2026-W41)

Olivan filed 5 sale lines for transactions on 2026-10-05 (filed 2026-10-07), totaling 1,575 shares for about $1.15M, all disclosed as Rule 10b5-1 plan transactions (events 0000950103-26-015324:0 through :4). This continues the small, pre-scheduled disposal pattern seen in the prior week's filing; because the timing was fixed in advance, it reveals little about current conviction.

Filing timeline

FiledActorEventSharesValue ($)Source
2026-10-07olivan-javierinsider_sell946688,764filing
2026-10-07olivan-javierinsider_sell8259,703filing
2026-10-07olivan-javierinsider_sell5741,501filing
2026-10-07olivan-javierinsider_sell8259,703filing
2026-10-07olivan-javierinsider_sell408297,057filing
2026-09-30olivan-javierinsider_sell946709,902filing
2026-09-30olivan-javierinsider_sell8261,411filing
2026-09-30olivan-javierinsider_sell5742,688filing
2026-09-30olivan-javierinsider_sell8261,411filing
2026-09-30olivan-javierinsider_sell408305,555filing
2026-09-28zuckerberg-markinsider_sell2,0931,622,893filing
2026-09-28zuckerberg-markinsider_sell2,5161,953,816filing
2026-09-28zuckerberg-markinsider_sell7,6075,915,434filing
2026-09-28zuckerberg-markinsider_sell4,3243,365,609filing
2026-09-28zuckerberg-markinsider_sell600467,596filing
2026-09-28zuckerberg-markinsider_sell1,133878,436filing
2026-09-28zuckerberg-markinsider_sell1,7691,373,739filing
2026-09-28zuckerberg-markinsider_sell4,8103,740,552filing
2026-09-28zuckerberg-markinsider_sell2,1461,670,445filing
2026-09-28zuckerberg-markinsider_sell476370,936filing
2026-09-23cox-christopher-kinsider_sell20,00014,009,932filing
2026-09-23cox-christopher-kinsider_sell20,00014,500,328filing
2026-09-23olivan-javierinsider_sell946643,535filing
2026-09-23olivan-javierinsider_sell8255,782filing
2026-09-23olivan-javierinsider_sell5738,775filing
2026-09-23olivan-javierinsider_sell8255,782filing
2026-09-23olivan-javierinsider_sell408277,550filing
2026-09-17cox-christopher-kinsider_sell20,00013,504,556filing
2026-09-16olivan-javierinsider_sell946622,213filing
2026-09-16olivan-javierinsider_sell8253,934filing
2026-09-16olivan-javierinsider_sell5737,491filing
2026-09-16olivan-javierinsider_sell8253,934filing
2026-09-16olivan-javierinsider_sell408268,354filing
2026-09-11cox-christopher-kinsider_sell18,57812,079,640filing
2026-09-11cox-christopher-kinsider_sell1,422925,935filing
2026-09-10olivan-javierinsider_sell258158,151filing
2026-09-10olivan-javierinsider_sell11771,863filing
2026-09-10olivan-javierinsider_sell262161,191filing
2026-09-10olivan-javierinsider_sell855526,955filing
2026-09-10olivan-javierinsider_sell555342,592filing
2026-09-10olivan-javierinsider_sell529327,019filing
2026-09-10olivan-javierinsider_sell12074,272filing
2026-09-10olivan-javierinsider_sell7848,389filing
2026-09-10olivan-javierinsider_sell4024,841filing
2026-09-10olivan-javierinsider_sell2414,952filing
2026-09-10olivan-javierinsider_sell328202,068filing
2026-09-10olivan-javierinsider_sell228140,462filing
2026-09-10olivan-javierinsider_sell328202,068filing
2026-09-10olivan-javierinsider_sell5231,835filing
2026-09-10olivan-javierinsider_sell4024,532filing
2026-09-10olivan-javierinsider_sell200122,898filing
2026-09-10olivan-javierinsider_sell354218,021filing
2026-09-10olivan-javierinsider_sell473291,740filing
2026-09-10olivan-javierinsider_sell304187,873filing
2026-09-10olivan-javierinsider_sell15797,200filing
2026-09-10olivan-javierinsider_sell5232,254filing
2026-09-08anderson-aaroninsider_sell3,2402,002,508filing
2026-08-20mahoney-curtis-jinsider_sell1,559869,922filing
2026-08-20li-susan-jinsider_sell1,8451,010,164filing
2026-08-20li-susan-jinsider_sell1,8641,021,836filing
2026-08-20li-susan-jinsider_sell1,219669,535filing
2026-08-20li-susan-jinsider_sell708389,540filing
2026-08-20li-susan-jinsider_sell1,031568,336filing
2026-08-20li-susan-jinsider_sell561309,935filing
2026-08-20li-susan-jinsider_sell768425,025filing
2026-08-20li-susan-jinsider_sell16088,702filing
2026-08-20li-susan-jinsider_sell4022,233filing
2026-08-20li-susan-jinsider_sell720401,449filing
2026-08-20li-susan-jinsider_sell12066,975filing
2026-08-20li-susan-jinsider_sell4022,384filing
2026-08-20li-susan-jinsider_sell12067,276filing
2026-08-20bosworth-andrewinsider_sell7,8484,379,184filing
2026-08-18li-susan-jinsider_sell2,1271,467,311filing
2026-08-14coatue13f_new1,821,8431,026,225,943filing
2026-08-14altimeter13f_trim1,354,990763,252,318filing
2026-08-14appaloosa13f_add675,000380,220,750filing
2026-08-14fundsmith13f_trim1,051,876592,511,232filing
2026-08-12olivan-javierinsider_sell14989,400filing
2026-08-12olivan-javierinsider_sell11368,073filing
2026-08-12olivan-javierinsider_sell9255,576filing
2026-08-12olivan-javierinsider_sell4024,239filing
2026-08-12olivan-javierinsider_sell4024,286filing
2026-08-12olivan-javierinsider_sell16498,400filing
2026-08-12olivan-javierinsider_sell11468,400filing
2026-08-12olivan-javierinsider_sell16498,400filing
2026-08-12olivan-javierinsider_sell816489,600filing
2026-08-06andreessen-marc-linsider_sell250147,040filing
2026-08-06andreessen-marc-linsider_sell8751,264filing
2026-08-06andreessen-marc-linsider_sell4425,977filing
2026-08-06andreessen-marc-linsider_sell4526,626filing
2026-08-05kimmitt-robert-minsider_sell500280,780filing
2026-08-04alford-peggyinsider_sell464252,212filing
2026-07-29olivan-javierinsider_sell837508,770filing
2026-07-29olivan-javierinsider_sell8249,844filing
2026-07-29olivan-javierinsider_sell5734,647filing
2026-07-29olivan-javierinsider_sell8249,844filing
2026-07-29olivan-javierinsider_sell408248,003filing
2026-07-29olivan-javierinsider_sell837508,770filing
2026-07-29olivan-javierinsider_sell8249,844filing
2026-07-29olivan-javierinsider_sell5734,647filing
2026-07-29olivan-javierinsider_sell8249,844filing
2026-07-29olivan-javierinsider_sell408248,003filing
2026-07-22olivan-javierinsider_sell837540,576filing
2026-07-22olivan-javierinsider_sell8252,960filing
2026-07-22olivan-javierinsider_sell5736,813filing
2026-07-22olivan-javierinsider_sell8252,960filing
2026-07-22olivan-javierinsider_sell408263,507filing
2026-07-15olivan-javierinsider_sell1,5341,013,936filing
2026-07-15olivan-javierinsider_sell8254,213filing
2026-07-15olivan-javierinsider_sell5737,684filing
2026-07-15olivan-javierinsider_sell8254,213filing
2026-07-15olivan-javierinsider_sell408269,741filing
2026-07-08olivan-javierinsider_sell2,0761,246,437filing
2026-07-08olivan-javierinsider_sell816490,779filing
2026-07-08olivan-javierinsider_sell376226,588filing
2026-07-08olivan-javierinsider_sell8048,251filing
2026-07-08olivan-javierinsider_sell246147,600filing
2026-07-08olivan-javierinsider_sell171102,600filing
2026-07-08olivan-javierinsider_sell246147,600filing
2026-07-08olivan-javierinsider_sell736441,835filing
2026-07-08olivan-javierinsider_sell314188,853filing
2026-07-08olivan-javierinsider_sell174104,878filing
2026-07-06kimmitt-robert-minsider_sell500303,875filing
2026-06-17olivan-javierinsider_sell14084,000filing
2026-06-17olivan-javierinsider_sell16498,400filing
2026-06-17olivan-javierinsider_sell11468,400filing
2026-06-17olivan-javierinsider_sell16498,400filing
2026-06-17olivan-javierinsider_sell816489,600filing
2026-05-15coatue13f_new62,46835,739,817filing
2026-05-15coatue13f_new34,35319,654,382filing
2026-05-15coatue13f_new560,583320,726,352filing
2026-05-15coatue13f_new5,2082,979,653filing
2026-05-15coatue13f_new6,3833,651,906filing
2026-05-15appaloosa13f_trim436,500249,734,745filing
2026-05-15tiger-global13f_add3,086,8641,766,087,500filing