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# Insider & Smart-Money Digest — Oct 09, 2026
- URL: https://www.altamiraequity.com/insider-digest-2026-10-09/
- Published: 2026-10-09T14:30:00.000Z
- Updated: 2026-11-10T07:36:30.000Z
- Description: Top signal: notable sale: ANET $100.75M (C-suite sale of $100.75M across 6 tranches).
- Author: Altamira Capital
- Tags: Money Flows

NYSE: OPEN · Form 4 filings through 10:42 PM PT · Edition window: filings dated Oct 08–Oct 09**Top signal:** notable sale: ANET $100.75M (C-suite sale of $100.75M across 6 tranches).

## A · Cluster buys — 3+ insiders, 14 days

No active clusters today — no ticker has 3+ distinct insiders buying within 14 days.

![Insider & Smart-Money Digest 2026-10-09: the open-market buys (green) and the sales that tripped a notable-sale filter (red), by ticker, as tabulated in sections B and C](https://www.altamiraequity.com/content/images/2026/11/insider-digest-2026-10-09-flow.png)

Insider & Smart-Money Digest 2026-10-09: the open-market buys (green) and the sales that tripped a notable-sale filter (red), by ticker, as tabulated in sections B and C. Source: SEC Form 4 filings via the FMP insider feed, as tabulated in this digest.

## B · Today's Form 4 flow — the tracked universe

No new open-market buys filed since the last edition.

### Notable sales — the ones that are not noise (3)

| Ticker | Insider          | Role                                   | Txn dates               | Shares                | Total value | Why flagged                                |
| ------ | ---------------- | -------------------------------------- | ----------------------- | --------------------- | ----------- | ------------------------------------------ |
| ANET   | Ullal Jayshree   | director, officer: CEO and Chairperson | 2026-10-06 → 2026-10-07 | 473,058 in 6 tranches | $100.75M    | C-suite sale of $100.75M across 6 tranches |
| CRWD   | Kurtz George     | director, officer: PRESIDENT AND CEO   | 2026-10-06              | 3,800                 | $1.06M      | C-suite sale of $1.06M                     |
| MRVL   | Scarpulla Justin | officer: SVP, Chief Accounting Officer | 2026-10-08              | 1,100                 | $301k       | sold 55% of the position in one tranche    |

⚠️ **ANET**: cluster selling — 3 distinct insiders sold in the last 14 days ($114.38M total). Weight with care: broad officer selling is often vest-cycle flow, not a coordinated exit.

⚠️ **CRWD**: cluster selling — 4 distinct insiders sold in the last 14 days ($108.99M total). Weight with care: broad officer selling is often vest-cycle flow, not a coordinated exit.

⚠️ **AAPL**: cluster selling — 4 distinct insiders sold in the last 14 days ($89.38M total). Weight with care: broad officer selling is often vest-cycle flow, not a coordinated exit.

Filtered as noise this edition: 27 routine open-market sales ($6.86M total); 2 gifts; 31 synchronized plan purchases (TSM) — whole officer corps at one price on one date = plan allotment, excluded from all signals.

## C · High-conviction singles

No non-cluster buys tripped a conviction filter in this edition.

## D · Clusters forming — one buyer away

No two-buyer names right now.

## E · Congress — newly disclosed (last 7 days)

| Ticker | Member    | Chamber | Type     | Amount            | Traded     | Disclosed  | Owner |
| ------ | --------- | ------- | -------- | ----------------- | ---------- | ---------- | ----- |
| AMZN   | Ro Khanna | House   | Purchase | $1,001 - $15,000  | 2026-09-04 | 2026-10-09 | —     |
| MSFT   | Ro Khanna | House   | Purchase | $1,001 - $15,000  | 2026-09-04 | 2026-10-09 | —     |
| TSLA   | Ro Khanna | House   | Purchase | $15,001 - $50,000 | 2026-09-11 | 2026-10-09 | —     |
| META   | Ro Khanna | House   | Purchase | $1,001 - $15,000  | 2026-09-11 | 2026-10-09 | —     |
| COST   | Ro Khanna | House   | Purchase | $1,001 - $15,000  | 2026-09-11 | 2026-10-09 | —     |
| VICI   | Ro Khanna | House   | Purchase | $1,001 - $15,000  | 2026-09-11 | 2026-10-09 | —     |
| CDNS   | Ro Khanna | House   | Purchase | $1,001 - $15,000  | 2026-09-11 | 2026-10-09 | —     |
| WM     | Ro Khanna | House   | Sale     | $1,001 - $15,000  | 2026-09-11 | 2026-10-09 | —     |
| MRVL   | Ro Khanna | House   | Sale     | $1,001 - $15,000  | 2026-09-11 | 2026-10-09 | —     |

STOCK Act disclosures lag the trade by up to \~45 days and amounts are ranges — corroborating sentiment, not a timing signal.

![Congressional trades newly disclosed in the covered names (last 7 days), purchases against sales per ticker, as listed in section E](https://www.altamiraequity.com/content/images/2026/11/insider-digest-2026-10-09-congress.png)

Congressional trades newly disclosed in the covered names (last 7 days), purchases against sales per ticker, as listed in section E. Source: STOCK Act disclosures via FMP senate/house feeds, as tabulated in this digest (amounts are ranges; counts only).

## F · Smart-money context — active names

**ANET** — Insider stats 2026 Q4: 0 open-market purchases vs 14 sales (last quarter: 0 vs 233) · free float 83.0% of 1.26B shares out · next earnings 2026-11-03 (25d) · 14d open-market sales: $114.38M by 3 insider(s) vs buys $0

**CRWD** — Insider stats 2026 Q4: 0 open-market purchases vs 56 sales (last quarter: 0 vs 718) · free float 98.2% of 1.02B shares out · next earnings 2026-12-01 (53d) · 14d open-market sales: $108.99M by 4 insider(s) vs buys $0

**MRVL** — Insider stats 2026 Q4: 0 open-market purchases vs 2 sales (last quarter: 0 vs 7) · free float 99.2% of 0.88B shares out · next earnings 2026-12-01 (53d) · 14d open-market sales: $2.92M by 2 insider(s) vs buys $0

## G · 14-day leaderboard — open-market insider flow

No open-market insider buying anywhere in the tracked universe in the last 14 days.

Method: Only open-market purchases (Form 4 code P) count as buy signals; sales are shown only when a notable-sale filter trips (C-suite ≥ $1M, any sale ≥ $10M, ≥25% of the seller's position, or 3+ sellers in 14 days). Option exercises, grants, gifts and tax-withholding dispositions are counted as noise. Clusters require ≥3 distinct insiders (by reporting CIK) with purchase transaction dates inside a rolling 14-day window, computed over a 120-day local store of Form 4 rows for the tracked tickers. Signal score (0–100): cluster size (40/50/60), $ bought (5/10/15), buyer seniority (3–10), stake increase ≥10%/25% (5/10), buying within 10% of the 52-week low (10), freshness ≤3 days (5). Every row links to its SEC EDGAR filing. Sources: FMP insider trading (latest feed + per-symbol history + statistics), senate/house disclosures, shares float, batch quotes, earnings calendar — 16 API calls this run.

Research for information only — not investment advice; see [Disclosures](https://www.altamiraequity.com/disclosures/).