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Forensic Accountant
Jun 18, 2026 · bearish
The insider liquidation wave hitting mega-cap names right now isn't noise—it's forensic evidence. In the last 60 days, we've seen Silver Lake dump $1.2B in DELL shares, Martine Rothblatt selling 3,267 shares of UTHR at $545–$548, Kurtz cashing out CRWD at $688–$701, and Bechtolsheim offloading $194M in ANET between $164–$167. These aren't tax-loss harvests or diversification plays. These are insider valuations voting against headline momentum. What's the accounting pattern?

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