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Insider & Smart-Money Digest — Nov 03, 2026

Top signal: forming (2 buyers): ACN.

Altamira Equity Research

Altamira Capital

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Insider & Smart-Money Digest 2026-11-03: the open-market buys (green) and the sales that tripped a notable-sale filter (red),

NYSE: OPEN · Form 4 filings through 06:12 AM PT · Edition window: filings dated Nov 02–Nov 03Top signal: forming (2 buyers): ACN.

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 2026-11-03: the open-market buys (green) and the sales that tripped a notable-sale filter (red), by ticker, as tabulated in sections B and C
Insider & Smart-Money Digest 2026-11-03: 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

Open-market buys filed since the last edition (1)

TickerInsiderRoleTxn dateShares @ priceValueStake ΔSEC
TSM Yuan Lipenofficer: VP2026-11-011,000 @ $71.49$71k+14% Form 4

Filtered as noise this edition: 30 routine open-market sales ($5.10M total).

C · High-conviction singles

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

D · Clusters forming — one buyer away

TickerBuyers (14d)$ boughtWindowBuyers
ACN2$3.20M2026-10-26 → 2026-10-26Price Paula A, Sweet Julie Spellman

E · Congress — newly disclosed (last 7 days)

TickerMemberChamberTypeAmountTradedDisclosedOwner
AVGO John McGuireHouseSale$1,001 - $15,0002026-09-242026-11-02Spouse
LRCXDavid TaylorHousePurchase$1,001 - $15,0002026-10-152026-10-30—
V David TaylorHouseSale$1,001 - $15,0002026-10-152026-10-30—
ASMLKevin HernHouseSale$15,001 - $50,0002026-10-232026-10-29Joint
GOOGL Pete SessionsHouseSale$100,001 - $250,0002026-10-022026-10-28Spouse
AMZN Pete SessionsHouseSale$100,001 - $250,0002026-10-022026-10-28Spouse
AMZN Pete SessionsHouseSale$15,001 - $50,0002026-10-272026-10-28—
AAPL Pete SessionsHouseSale$250,001 - $500,0002026-10-022026-10-28Spouse
COST Pete SessionsHouseSale$250,001 - $500,0002026-10-022026-10-28Spouse
COST Pete SessionsHouseSale$100,001 - $250,0002026-10-132026-10-28—
MAPete SessionsHouseSale$15,001 - $50,0002026-10-022026-10-28Spouse
MSFT Pete SessionsHouseSale$250,001 - $500,0002026-10-022026-10-28Spouse
NVDAPete SessionsHouseSale$15,001 - $50,0002026-10-022026-10-28Spouse
TSLAPete SessionsHouseSale$15,001 - $50,0002026-10-022026-10-28Spouse
V Pete SessionsHouseSale$15,001 - $50,0002026-10-022026-10-28Spouse

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
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

ACN — Insider stats 2026 Q4: 3 open-market purchases vs 9 sales (last quarter: 0 vs 6) · free float 96.4% of 0.61B shares out · next earnings 2026-12-17 (44d) · 14d open-market sales: $1.63M by 2 insider(s) vs buys $3.20M

TSM — Insider stats 2026 Q4: 31 open-market purchases vs 0 sales (last quarter: 114 vs 1) · free float 99.9% of 5.19B shares out

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

TickerScoreBuyers (14d)$ bought$ soldNet $Signal
ACN352$3.20M$1.63M$1.57Mforming
TSM 201$71k$0$71ksingle

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), with the seller's post-sale stake shown for scale. 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.

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