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2 articles20 insider tx20 holders0 supply chain1 selling intent filing2 new insiders

Research articles

Includes notes from domestic 8-K and foreign private issuer 6-K disclosures.

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Recent insider activity

Insider net $ (monthly)open-market Form 4 only - grants, exercises, tax withholding excluded$100.0M$50.0M$0-$50.0M-$100.0M2024-10 $02024-11 -$2.3M2024-12 $02025-01 $02025-02 -$2.5M2025-03 $02025-04 $02025-05 $56.0M2025-06 $225K2025-07 $02025-08 -$181K2025-09 $02025-10 $02025-11 $02025-12 $02026-01 $02026-02 $02026-03 $4.4M2026-04 $02026-05 -$391K2026-06 $02026-07 $02026-08 $02026-09 $0Institutional shares (majority-gated quarters)50.0M25.0M02025-Q4 35.9M sh2026-Q1 21.5M sh2026-Q2 18.6M shOct 24Dec 24Feb 25Apr 25Jun 25Aug 25Oct 25Dec 25Feb 26Apr 26Jun 26Aug 26Q4 2025Q1 2026Q2 2026~ derived from SEC-reported shares x price. Hatched: excluded (implausible price) or unpriced.

open-market Form 4 only - grants, exercises, tax withholding excluded

0 buyers - 0 unique sellers · 6 accumulating - 8 trimming - 0 unchanged

Date Insider Title Type Shares Price Value
September 10, 2026 Boydston Cory Jacobs — GRANT 470 — —
September 10, 2026 Christophe Cleveland A — GRANT 564 — —
September 10, 2026 Hayes William B — GRANT 583 — —
September 10, 2026 Levy Paul S — GRANT 1,204 — —
September 10, 2026 Renz Maria — GRANT 489 — —
September 10, 2026 Charles Dirkson R — GRANT 470 — —
September 10, 2026 Oleary James — GRANT 564 — —
September 10, 2026 Steinke Craig Arthur — GRANT 564 — —
July 18, 2026 O'Brien Matthew Coley Chief Human Resources Officer GRANT 7,406 — —
July 18, 2026 Vaughn Paul President - West Division GRANT 3,366 — —
July 18, 2026 Vance Todd President - East Division GRANT 3,366 — —
June 13, 2026 Narayan Gayatri President - Tech & Digital TAX_WITHHOLD -2,842 $78 ~$0.2M
June 5, 2026 Herron Stephen J Chief Operating Officer GIFT -850 — —
June 4, 2026 Hiller Michael COO-Designate GIFT -900 — —
June 1, 2026 Boydston Cory Jacobs — GRANT 409 $76 ~$31K
June 1, 2026 Renz Maria — GRANT 426 $76 ~$32K
June 1, 2026 Alexander Mark A — GRANT 409 $76 ~$31K
June 1, 2026 Oleary James — GRANT 491 $76 ~$37K
June 1, 2026 Christophe Cleveland A — GRANT 491 $76 ~$37K
June 1, 2026 Levy Paul S — GRANT 1,049 $76 ~$80K

Insider Selling Intent (Form 144)

Date Filer Relationship Est. shares Filing
May 8, 2026 Rush David E — 5,000 SEC

New Insiders (Form 3)

Date Insider Title Relationship Shares Filing
May 27, 2026 — — — — SEC
April 30, 2026 — — — — SEC

Institutional holdings

Institution Shares Value ($) Change % Filing date
BlackRock 11,340,555 ~$1.6B — August 13, 2024
Vanguard Group 12,377,575 ~$1.3B — January 29, 2026
BlackRock 8,876,413 ~$913.3M — February 12, 2026
BlackRock 8,761,277 ~$721.3M -1.3% May 13, 2026
BlackRock 7,833,417 ~$700.9M -10.6% August 7, 2026
State Street 5,108,120 ~$525.6M — February 13, 2026
State Street 4,839,758 ~$433.1M -5.5% August 7, 2026
State Street 5,120,090 ~$421.5M 0.2% May 15, 2026
Fidelity (FMR) 3,476,283 ~$357.7M — February 17, 2026
Citadel Advisors 1,602,288 ~$164.9M — February 17, 2026
Morgan Stanley 1,543,719 ~$158.8M — May 27, 2026
Goldman Sachs 1,716,804 ~$141.3M 68.0% May 15, 2026
Morgan Stanley 1,552,867 ~$139.0M 9.9% August 13, 2026
Goldman Sachs 1,391,799 ~$124.5M -18.9% August 14, 2026
Morgan Stanley 1,413,231 ~$116.4M -8.4% May 15, 2026
Goldman Sachs 1,022,000 ~$105.2M — March 25, 2026
Fidelity (FMR) 1,266,304 ~$104.3M -63.6% May 15, 2026
Citadel Advisors 937,406 ~$83.9M 10.8% August 14, 2026
Millennium Management 1,013,362 ~$83.4M 240.4% May 15, 2026
Fidelity (FMR) 795,290 ~$71.2M -37.2% August 13, 2026
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