The Daily Filing | Thursday, May 28, 2026
SYY insider buys $1M. Plus BA moves. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
We read 312 filings today. Here are the ones worth your time. 221 Form 491 8-K2 Buys83 Sells |
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Sysco's director just walked in with $1M of his own money while 83 insiders across the market were heading the other direction. That's a 41-to-1 sell-buy ratio. Boeing's Tilden also bought, putting skin in the game during the company's manufacturing crisis. Meanwhile, Warner Bros Discovery filed an 8-K on a material agreement, and Lululemon dropped regulatory paperwork on a definitive deal. |
| THE FILING THAT MATTERS MOST | |
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| SEC FORM 4 | Buy . D . $1.0M . SYYD |
Sysco's John Hinshaw just dropped $1.0M on the open market. That's discretionary, not pre-planned. He bought while the stock sits $17 below its 52-week high and flat on the year. One quarter of his position now comes from what he bought this week. Here's the backdrop: Sysco reports earnings next month. Food distributors have been navigating margin pressure and volume softness, but insiders across the sector haven't been buying. Hinshaw did. Directors don't usually add 25% to their stakes unless they see something the market's missing. The last time a Sysco insider made a move this size, the stock climbed 8% in the following quarter. SYY $75.32 . 52w: $68-$92 . +0% YTD |
| SEC FORM 4 | Buy . D . $299K . BAD |
Boeing board member Bradley Tilden bought $299K at $224, a discretionary purchase near the middle of the stock's range. He doubled his position while BA trades flat this year despite production issues easing at both the 737 and 787 programs. His last open-market buy in 2020 came right before a 150% rally. BA $224.30 . 52w: $177-$254 . +0% YTD |
| APP | CTO Vasily Shikin sells $34.3M of APP | | ANET | Andreas Bechtolsheim sells $31.1M of ANET | | PANW | Lee Klarich sells $16.3M of PANW | | BKNG | GC Peter Millones sells $10.2M of BKNG | | ADI | Roche Vincent exercises options in $8.6M of ADI | | APP | CTO Vasily Shikin sells $7.7M of APP | | CRWD | Sameer Gandhi sells $7.5M of CRWD | | LITE | Ian Small sells $4.3M of LITE | | HSY | Hershey Trust CO Trustee IN Trust For Milton Hershey School sells $3.9M of HSY | | HSY | Hershey Trust CO Trustee IN Trust For Milton Hershey School sells $3.8M of HSY |
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Warner Bros. Discovery amended its credit agreement to extend $10.5B in maturity dates through 2030 and 2031, pushing out near-term refinancing risk. The media giant also disclosed ongoing negotiations to restructure its NBA broadcast rights amid reports it may lose those games to NBC and Amazon. WBD trades at 52-week highs despite persistent concerns about cord-cutting and debt load, making the credit extension more defensive than opportunistic. WBD $27.00 . 52w: $9-$30 . +0% YTD |
Lululemon secured a new $1.5B revolving credit facility to replace its expiring $1B line, extending the maturity to 2030 while adding accordion features that could push it to $2B. The timing aligns with their global expansion push into China and men's apparel, giving them dry powder for store buildouts and potential acquisitions. Trading near 52-week lows at $127, the company is locking in liquidity before the critical holiday quarter with margins under pressure. LULU $127.35 . 52w: $117-$340 . +0% YTD |
Molson Coors entered a new credit agreement creating direct financial obligations for the beer maker. The timing is with TAP trading near its 52-week low of $41, down from $55 highs earlier this year. The company is locking in debt terms while navigating flat year-to-date performance in a challenging beverage market. TAP $41.23 . 52w: $41-$55 . +0% YTD |
Market Context | Market Breadth | Moderate (56% above SMA-50) |
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