| THE FILING CABINET | THU · JUN 11 2026 |
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NO HYPE. JUST THE FILING. THE DAILY
FILING. |
We read 104 filings today. Here are the 42 that matter. |
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▸ THE ONE-LINER Four buyers showed up this week against 40 sellers. One of them put $197K into Ventas, the healthcare REIT that's been under pressure all year. |
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| 01 — THE FILING THAT MATTERS MOST |
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Michael Embler put $197K into Ventas on the open market, a discretionary purchase with no pre-planned schedule behind it. He added to a position that now represents 11.5% of his holdings, buying at $82.47 with the stock sitting in the upper half of its 52-week range between $62 and $91. Healthcare REITs have had a complicated run, and a director choosing to add discretionary exposure near the top of the range is a different kind of statement than buying into weakness. |
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VTR $82.47 . 52w: $62-$91 . +0% YTD |
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| $BRO BRO director buys near 52-week low as stock halved Buy . D . $50K . BRO | +$50K |
| BRO $60.18 . 52w: $54-$111 . +0% YTD | | $CPB Campbell's heir buys dip near 52-week lows Buy . D . $6K . CPB | +$6K |
| CPB $22.88 . 52w: $20-$34 . +0% YTD | | $TPL Horizon Kinetics adds TPL near midpoint of 52-week range Buy . D . $387 . TPL | +$387 |
| TPL $382.11 . 52w: $269-$547 . +0% YTD |
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| $DDOG CFO David Obstler sells $17.4M of DDOG Form 4 · Thursday, June 11, 2026 | |
| | $TJX Chairman Carol Meyrowitz sells $9.1M of TJX Form 4 · Thursday, June 11, 2026 | |
| | $ABNB CEO Brian Chesky sells $5.7M of ABNB Form 4 · Thursday, June 11, 2026 | |
| | $KO EVP Jennifer Mann exercises options in $5.5M of KO Form 4 · Thursday, June 11, 2026 | |
| | $HSY Hershey Trust CO Trustee IN Trust For Milton Hershey School sells $5.3M of HSY Form 4 · Thursday, June 11, 2026 | |
| | $TJX President Kenneth Canestrari sells $5.0M of TJX Form 4 · Thursday, June 11, 2026 | |
| | $HOOD Robinhood Markets, Inc sells $4.0M of HOOD Form 4 · Thursday, June 11, 2026 | |
| | $CPT Chairman Richard Campo sells $3.4M of CPT Form 4 · Thursday, June 11, 2026 | |
| | $NVDA Stephen Neal sells $3.3M of NVDA Form 4 · Thursday, June 11, 2026 | |
| | $CSX CFO Kevin Boone exercises options in $3.2M of CSX Form 4 · Thursday, June 11, 2026 | |
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| 04 — MATERIAL EVENTS | 23 8-K |
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| $APP APP holds shareholder vote |
| | $GOOG GOOG announces leadership change |
| | $TT TT holds shareholder vote |
| | $GDDY GDDY announces leadership change |
| | $XYZ XYZ announces leadership change |
| | $BLDR BLDR announces leadership change |
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| 05 — THE 144 TELL: PLANNED SALES |
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| $FANG SGF FANG Holdings, LP plans to sell $2.1B by Jun 04 Form 144 · Thursday, June 11, 2026 | |
| | $DELL Silver Lake Partners IV, L.P. plans to sell $71.0M by Jun 04 Form 144 · Thursday, June 11, 2026 | |
| | $DELL SL SPV-2, L.P. plans to sell $65.9M by Jun 04 Form 144 · Thursday, June 11, 2026 | |
| | $ANET Andreas Bechtolsheim plans to sell $39.8M by Jun 04 Form 144 · Thursday, June 11, 2026 | |
| | $DELL Silver Lake Partners IV, L.P. plans to sell $37.8M by Jun 05 Form 144 · Thursday, June 11, 2026 | |
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| BREADTH | MODERATE 55% above SMA-50 | | IPO WATCH | MIACU · GHXIU · NORTU |
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SPREAD THE FILE KNOW SOMEONE WHO
TRACKS THE INSIDERS? |
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THE FILING CABINET Not financial advice. Not even close. |
