Monday, · Edited by K. Song
The Spill
- Reddit led r/wallstreetbets with 74 mentions in the 24 hours to Nov. 1; its insiders sold $820,070 in 90 days and bought nothing.
- Hilton's Kevin J. Jacobs exercised 151,050 options on Oct. 29 and sold every share the same day for $53.8 million.
- Four funds tied to Rapport Therapeutics director James Healy bought 969,480 shares at $21 on Oct. 28, $20,359,080 in all.
About a four-minute read.
Reddit led r/wallstreetbets with 74 mentions. Its insiders sold $820,070 in 90 days and bought nothing.
Observed Nov. 1, 2026, 1:07 a.m. ET · Published Nov. 2, 2026, 12:36 a.m. ET
74 mentions · insider buys $0 / sales $820,070 · Insiders sold
Seven sold, one bought. The weekly WSB vs. Insiders table puts the eight most-mentioned tickers on r/wallstreetbets, counted in the 24 hours to Nov. 1, next to 90 days of insider filings (Form 4). Seven of the eight rows carry the label "Insiders sold." One row, Intel, reads "Insiders bought": CEO Tan Lip Bu paid $9,999,985 for 105,263 shares on Aug. 11.
Reddit itself drew 74 mentions. Its one sale in the window was director Robert A. Sauerberg's 5,128 shares for $820,070 on Aug. 25; nine option-exercise sales are counted apart.
Nvidia, third at 34 mentions, shows $967.6 million in sales. Mentions include comments, and the tracker scans about twice an hour.
Capitol Hill
One House trade report (PTR) cleared the bar, and it ranked as a one-liner, so it lives in the table and the line below it.
| Rep. David J. Taylor (R-Ohio) | |
Ticker T, LRCX, MPC, PLD, RPM, V | Type 5 buys, 3 sales |
Range $1,001 to $15,000 each | Traded → Filed (lag) Oct. 15 → Oct. 29 (14 days) |
Also filed
- Rep. David J. Taylor (R-Ohio) · bought T, LRCX, PLD and RPM, sold MPC and V · $1,001 to $15,000 each · filed 14 days later · Lag Clock: Traded Oct. 15 → Filed Oct. 29 → 14 days. Corrected after it ran: the PTR shows all eight rows held through the David Taylor Trust, six in a 401(k) and two in an account labeled Schwab Joint Brokerage #1, with no spouse, child or joint owner codes. Story · PTR
Insider Desk
Rapport Therapeutics (RAPP): four funds tied to director James Healy bought 969,480 shares
Filed Oct. 30, 2026, 7:32 p.m. ET · Published Oct. 30, 2026, 8:36 p.m. ET
Signal Check: Discretionary buy · $20,359,080
Four funds, one price. Healy's insider filing (Form 4) reports open-market buys of 969,480 shares at $21 on Oct. 28, every share held through Sofinnova and SummitTX funds, with Sofinnova Venture Partners XI taking 952,380 of them. The form arrived two business days later, on deadline, and Healy disclaims ownership beyond his pecuniary interest. Story · Form 4
Corebridge Financial (CRBG): Nippon Life bought 245,898 shares
Filed Oct. 30, 2026, 6:04 p.m. ET · Published Oct. 30, 2026, 7:36 p.m. ET
Signal Check: Discretionary buy · $8,671,494.61
A 0.2% top-up. The 10% owner paid $8,671,494.61 on Oct. 28 at prices from $35.03 to $35.61, adding to the 131,623,670 shares it held before. The form says the buys ran under a pre-set trading plan (10b5-1) adopted Aug. 7, 2026, so the plan picked the day, and it was filed two business days later. Story · Form 4
Hilton (HLT): Kevin J. Jacobs exercised 151,050 options and sold every share
Filed Oct. 30, 2026, 4:33 p.m. ET · Published Oct. 30, 2026, 5:56 p.m. ET
Signal Check: Discretionary sale · $53.8 million
Exercise, then sell. Jacobs exercised seven option grants on Oct. 29, with strike prices from $83.10 to $259.10, at a cost of $20.8 million, and sold 151,050 shares the same day at $353.175 to $358.789. He filed one business day later and still reports 293,758 shares held directly plus 48,387 through a family trust. Story · Form 4
Also filed
- Cheesecake Factory (CAKE) · CFO Matthew Eliot Clark · Signal Check: Discretionary sale · exercised 23,832 options at $40.42 on Oct. 29 and sold all 23,832 the same day at about $113.31, about $2.7 million · filed one business day later. Story · Form 4
- Esquire Financial (ESQ) · EVP Ari Kornhaber · Signal Check: Discretionary sale · 20,000 shares on Oct. 28 for $2.56 million, a 16.4% trim, with 101,739 shares still reported · filed two business days later. Story · Form 4
- Robinhood Ventures Fund I (RVI) · 10% owner Robinhood Markets · Signal Check: Discretionary sale · 124,319 fund shares at $24.77 on Oct. 28, about $3.1 million, a 1% trim · filed on deadline. Story · Form 4
- Datadog (DDOG) · CTO Alexis Le-Quoc · Signal Check: Planned sale (10b5-1) · 43,224 shares on Oct. 28 in nine lots at $276.38 to $284.33, $12.1 million, an 8.1% trim, under a plan dated June 13, 2025 · filed two business days later. Story · Form 4
Hype Check
Intel (INTC): 192 mentions vs 17 a day earlier
Observed Oct. 30, 2026, 6:45 a.m. ET · Published Oct. 30, 2026, 7:36 a.m. ET
Rank 25 → 4. ApeWisdom counted 192 r/wallstreetbets mentions and 1,529 upvotes in the 24 hours to 6:45 a.m. ET on Oct. 30, up from 17 a day earlier; the tracker scans about twice an hour and counts comments. The base was small. By the Nov. 1 weekly reading, Intel sat at 25 mentions. Story · Tracker
Attention is not buying.
WSB vs. Insiders
The weekly table is out: the most-mentioned tickers in the 24 hours to Nov. 1, each set against 90 days of insider filings.
- Reddit (RDDT). 74 mentions · insider buys $0 / sales $820,070 · Insiders sold
- Alphabet (GOOG). 37 mentions · insider buys $0 / sales $79,238 · Insiders sold
- NVIDIA (NVDA). 34 mentions · insider buys $0 / sales $967.6 million · Insiders sold
The Other Side
The table is a one-day reading. The tracker had no prior-day count for any of the eight tickers, so there is no ratio, and a mention can be a comment as easily as a post. On the insider side, "Insiders sold" covers very different things.
Reddit's label rests on a single filing, one director's $820,070 sale on Aug. 25, out of 21 filings in the window, while nine option-exercise sales worth $48,933,741.10 are reported apart. Alphabet's three sales, all planned, total $79,238. A label describes the filings.
The forms don't say why anyone traded.
Term of the Day
Exchange (E). On a trade report (PTR), "E" marks a swap of one asset for another, with no cash buy or cash sale on the row. It shows up most in fund reallocations, so an E row is a change of holdings and the dollar range is the value swapped.
Yesterday on MarketSpill
- Reddit led r/wallstreetbets with 74 mentions in the 24 hours to Nov. 1. Its insiders sold $820,070 in 90 days and bought nothing.
- Hilton's Kevin J. Jacobs exercised 151,050 options and sold every share the same day.
- Four funds tied to a Rapport Therapeutics director bought 969,480 shares at $21.
- Nippon Life bought 245,898 Corebridge shares. A plan set in August picked the day.
- Cheesecake Factory's CFO exercised 23,832 options and sold every share the same day.
- Rep. David J. Taylor made eight trades on one October day. Filed 14 days later.
- Esquire Financial's Ari Kornhaber sold 20,000 shares, a 16.4% trim of his stake.
- Robinhood Markets sold 124,319 fund shares, a 1% trim. The filing landed on deadline.
- Datadog's CTO sold 43,224 shares for $12.1 million under a plan dated June 2025.
- Intel went from 17 to 192 r/wallstreetbets mentions in a day. The base was small.
Back tomorrow at 8 a.m. ET.
— K. Song, editor
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MarketSpill reads public filings with software and an editor; every item is checked against its source. Free forever: no paywall, no paid tier. Ads and sponsors pay for it and do not pick the stories. Not investment advice. Corrections: [email protected].