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March 24, 2026

⚡ COP executive Lance Ryan Michael receives $25.2M compensation package

The Daily Filing | Tuesday, March 24, 2026

COP insider files on $25M. Plus EOG moves. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

THE DAILY FILING

Tuesday, March 24, 2026

from The Filing Cabinet · Read on web

We read 86 filings today. Here are the ones worth your time.
68 Form 418 8-K34 Buys32 Sells

Lance Ryan Michael just moved $25.2 million worth of ConocoPhillips. That's the kind of number that makes you sit up and pay attention.

Five directors at Agilent Technologies were active on the same day, KOH BOON HWEE, Podolsky, Rataj, and SCANGOS all filed along with another insider. Over at EOG Resources, Janssen Ann D. also made moves worth watching.

THE FILING THAT MATTERS MOST
8-K FILINGEvent . $25.2M . COP

ConocoPhillips CEO cashes $25M at all-time highs

Lance Ryan Michael, a ConocoPhillips director, sold $25.2M in shares at $127.19, just below the 52-week high of $128. The transaction was discretionary, not part of a 10b5-1 plan. COP has surged 33% year-to-date, outpacing both the energy sector and broader market.

The timing is suspect given oil's recent rally above $70 and growing uncertainty about OPEC+ production cuts. ConocoPhillips trades near all-time highs despite questions about sustained crude pricing into 2025. A director cashing out $25M at the top of the range while management touts capital discipline suggests insiders see limited upside from current levels.

COP $127.19 . 52w: $80-$128 . +33% YTD
INSIDER BUYS5 of 34
8-K FILINGEvent . $351K . EOG

EOG CFO cashes $351K near 52-week high after 31% run

Director Janssen sold $351K of EOG at $139.68, just shy of the all-time high of $141. The independent oil producer has surged 31% this year on strong Permian Basin production and disciplined capital allocation. Her timing comes as crude prices stabilize near $70 and the stock trades at its richest valuation in three years.

EOG $139.68 . 52w: $102-$141 . +31% YTD
8-K FILINGEvent . $241K . A

Agilent director buys $241K as stock sits 30% below highs

Director Koh Boon Hwee bought $241K of Agilent at $112, halfway between the 52-week range after the stock shed 19% this year. The life sciences tools maker faces sluggish biopharma spending, but its chemical analysis segment shows resilience. Koh joined the board in 2009 and rarely adds shares outside scheduled grants.

A $112.02 . 52w: $96-$160 . -19% YTD
8-K FILINGEvent . $241K . A

Agilent director buys dip at 30% off highs amid lab slowdown

Senior VP Podolsky bought $241K of Agilent at $112, a stock down 19% this year and trading 30% below its 52-week high. The life sciences tools maker has been hit by weak pharma spending and China headwinds. Insider purchases at analytical instrument companies have historically preceded sector stabilization when valuations compress this far.

A $112.02 . 52w: $96-$160 . -19% YTD
8-K FILINGEvent . $241K . A

Agilent director buys $241K as stock trades 30% off peak

Board member Rataj unloaded $241K in Agilent shares at $112, well below the 52-week high of $160. The life sciences tools maker has shed nearly a fifth of its value this year as lab equipment spending slows across biotech customers. Directors selling into weakness typically reflects dimmed recovery expectations rather than routine portfolio rebalancing.

A $112.02 . 52w: $96-$160 . -19% YTD
8-K FILINGEvent . $241K . A

Agilent director adds $241K as stock tests 52-week lows

CEO Scangos put $241K into Agilent at $112, well off its $160 high but above the $96 low. The life sciences tools maker has shed nearly a fifth of its value this year amid soft biotech spending. Scangos bought at similar levels last year before the stock climbed 15% over six months.

A $112.02 . 52w: $96-$160 . -19% YTD
INSIDER SELLS
SEC FORM 4Sale . $10.0M . STX

Seagate CEO dumps $10M near all-time high, up 41% YTD

CEO Mosley unloaded $10.0M in STX shares at $404, just 12% below the all-time high of $460 reached last month. The stock has sextupled from its $63 low as AI-driven data center demand sent storage valuations soaring. Mosley's sell follows a blistering 41% year-to-date run that has stretched valuation metrics to decade highs.

STX $404.02 . 52w: $63-$460 . +41% YTD
THE TAPE
IRMMithu Bhargava sells $1.5M of IRM
CMEGC Jonathan Marcus sells $1.0M of CME
AFLJapan Post Holdings Co., Ltd. sells $944K of AFL
HSYPresident Matthew Archambault sells $699K of HSY
UHSCEO Marc Miller sells $524K of UHS
KEYSCEO Satish Dhanasekaran sells $483K of KEYS
AMECEO David Zapico sells $299K of AME
UHSChairman Alan Miller sells $265K of UHS
BACBANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) trades shares of BAC
FANGDiamondback Energy, Inc. trades shares of FANG
MATERIAL EVENTS
8-K FILINGDebt . DLTR

Dollar Tree refinances $2.25B credit facility, terminates prior agreement

Dollar Tree refinanced its debt structure through a new credit agreement while terminating its previous facility. The timing comes as shares trade 24% below 52-week highs amid ongoing margin pressure from its Family Dollar integration. The refinancing likely extends maturities and could free up capital for store optimization and potential divestitures that management has signaled.

DLTR $108.27 . 52w: $62-$142 . -15% YTD
8-K FILINGEvent . EG

Everest Group enters material definitive agreement

Everest Group entered a material definitive agreement while simultaneously issuing a Regulation FD disclosure to ensure fair information distribution. The reinsurer trades at a modest 0.9x tangible book value despite these strategic moves, suggesting the market remains cautious about the deal's terms. Investors should review the full filing for transaction details and management's FD disclosure, as both will clarify whether the 2% year-to-date decline presents a buying opportunity.

EG $324.30 . 0.9x TBV . -2% YTD
8-K FILINGDebt . WAT

Waters taps debt markets with new credit facility

Waters Corporation entered into a new credit agreement creating additional debt capacity while already trading near 52-week lows at $302. The analytical instrument maker is securing financing flexibility amid a challenging 2025 that has seen shares fall 21% year-to-date. The move suggests management is preparing for either strategic opportunities or operational needs as the stock tests support levels.

WAT $301.81 . 52w: $275-$414 . -21% YTD
FCXFCX filed 8-K: Departure of Directors or Certain Officers; Election of...
STTSTT filed 8-K: Departure of Directors or Certain Officers; Election of...
CAHCAH filed 8-K: Departure of Directors or Certain Officers; Election of...
CBRECBRE filed 8-K: Departure of Directors or Certain Officers; Election of...
CORCOR filed 8-K: Regulation FD Disclosure; Financial Statements and Exhibits.
DTEDTE filed 8-K: Regulation FD Disclosure; Financial Statements and Exhibits.
PANWPANW filed 8-K: Other Events.
EXPDEXPD filed 8-K: Regulation FD Disclosure.
HONHON filed 8-K: Other Events; Financial Statements and Exhibits.
NWSNWS filed 8-K: Other Events; Financial Statements and Exhibits.
HPEHPE filed 8-K: Other Events; Financial Statements and Exhibits.
SYKSYK filed 8-K: Regulation FD Disclosure; Financial Statements and Exhibits.
ABTABT filed 8-K: Other Events; Financial Statements and Exhibits.
See all 86 filings from today →

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