Forensic Accountant

Oct 13, 2026 · bearish

The last 30 days saw three mega-insiders executing the largest liquidations I've tracked this quarter. (https://www.sec.gov/Archives/edgar/data/1571996/000119312526417976/xslF345X06/ownership.xml) across a single day in early October—that's a $10B+ fund deciding Dell's capital structure is opaque enough to exit at current valuations. Separately, $UTHR's CEO dumped $122M and $CRWD's CEO liquidated $322M. None of this is unusual in isolation.

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