Tuesday, · Edited by K. Song
The Spill
- Scorpio Tankers VP Lauro Filippo sold 135,100 STNG shares for $12,492,628.79 on Oct. 30 and filed Nov. 2.
- Landstar CEO Frank A. Lonegro bought 5,000 LSTR shares for $714,619, a 22% top-up of his stake.
- CME's Julie Winkler sold 10,079 shares, 31.9% of her stake, for $3,075,606.85 and filed the same day.
About a four-minute read.
Scorpio Tankers VP Lauro Filippo sold 135,100 shares in a day. The rest are unvested.
Filed Nov. 2, 2026, 8:02 a.m. ET · Published Nov. 2, 2026, 9 a.m. ET
Signal Check: Discretionary sale · $12,492,628.79 · Traded Oct. 30 → Filed Nov. 2 → 1 business day
Vested shares, all sold. Lauro Filippo, a vice president at Scorpio Tankers (STNG), sold 135,100 shares on Oct. 30 in three open-market trades at $92.22 to $92.62 a share. That's $12,492,628.79, a 22.4% trim of a 603,850-share stake.
The insider filing (Form 4) reached the SEC on Nov. 2 at 8:02 a.m. ET, one business day after the trade and inside the two-business-day deadline. No pre-set trading plan (10b5-1) is marked, so the desk calls it a discretionary sale.
A footnote says every share sold had been awarded under the company's 2013 equity plan and had vested. The 468,750 shares left are all unvested. The form does not say why he sold.
Capitol Hill
Two House reports. Both are small trades, $1,001 to $15,000 each, and both landed inside the 45-day STOCK Act window. The longest lag is 43 days. One price note from the desk: JNJ closed at $264.74 on Sept. 30, the day Kean sold some, and at $270.56 on Nov. 2.
| Rep. John J Mr McGuire (R-Va.) | |
Ticker MU, AVGO | Type 3 buys, 1 partial sale (spouse) |
Range $1,001 to $15,000 each | Traded → Filed (lag) Sept. 24 to Oct. 1 → Nov. 1 (38 days) |
| Rep. Thomas H. Kean (R-N.J.) | |
Ticker ABT, MDLZ, JNJ, SYK, TXN, ESAB | Type 4 partial sales, 2 buys |
Range $1,001 to $15,000 each | Traded → Filed (lag) Sept. 17 to Sept. 30 → Oct. 30 (43 days) |
Also filed
- Rep. John J Mr McGuire (R-Va.) · bought MU on Sept. 24, Sept. 25 and Oct. 1 and sold part of an AVGO position on Sept. 24, all in a spouse's account · $1,001 to $15,000 each · filed 38 days later · Story · PTR #20035484
- Rep. Thomas H. Kean (R-N.J.) · sold part of ABT, MDLZ, JNJ and SYK and bought TXN and ESAB · $1,001 to $15,000 each · filed 43 days later · Story · PTR #20035591
Insider Desk
Landstar's CEO bought 5,000 shares, a 22% top-up. The form came one business day later.
Filed Nov. 2, 2026, 7:54 a.m. ET · Published Nov. 2, 2026, 9:20 a.m. ET
Landstar System (LSTR). Frank A. Lonegro, president, CEO and director. Signal Check: Discretionary buy · $714,619.
Lonegro paid $141.04 to $144.28 a share on Oct. 30 and now holds 28,110 shares directly, up from 23,110. The form arrived Nov. 2 at 7:54 a.m. ET, one business day later, with no 10b5-1 box checked.
Julie Winkler sold 31.9% of her CME Group stake. The filing came the same day.
Filed Nov. 2, 2026, 7:59 p.m. ET · Published Nov. 2, 2026, 9:04 p.m. ET
CME Group (CME). Julie Winkler, senior managing director and chief commercial officer. Signal Check: Discretionary sale · $3,075,606.85.
Winkler sold 10,079 Class A shares on Nov. 2 at a weighted average of $305.15, in trades from $305.11 to $305.34, and kept 21,482 shares held directly. The Form 4 was accepted at 7:59 p.m. ET that same day, zero business days after the trade.
Fortive's chief accounting officer sold 26% of the stake in one day. No plan is marked.
Filed Nov. 2, 2026, 7:01 p.m. ET · Published Nov. 2, 2026, 8:36 p.m. ET
Fortive (FTV). Christopher M. Mulhall, VP and chief accounting officer. Signal Check: Discretionary sale · $1,708,246.73.
Mulhall exercised options on 18,431 shares on Oct. 30 at $34.85 to $46.67 and sold 26,055 shares at $65.56 to $65.57, with 8,093 of those sold from a spouse's account. He holds 44,598 shares directly after the sale, and the form was filed Nov. 2 at 7:01 p.m. ET, one business day later.
Hype Check
Apple (AAPL) mentions on r/wallstreetbets went from 10 to 213 in one day.
Observed Nov. 2, 2026, 7:59 p.m. ET · Published Nov. 2, 2026, 8:06 p.m. ET
213 mentions vs 10. Apple moved from 11th to first on ApeWisdom's r/wallstreetbets tracker, a 21.3x rise, with 574 upvotes attached to the mentions. The window is a rolling 24 hours, the tracker scans the subreddit about twice an hour, and mentions count posts and comments, not trades.
Read the story → · ApeWisdom tracker
Attention is not buying.
The Other Side
He sold what he could. A footnote says all 135,100 shares Filippo sold had vested under the 2013 plan, and the 468,750 left are unvested, so the sale covered every sellable share and nothing else. The form reached the SEC one business day after the trade, inside the deadline.
A vice president cashing vested awards at $92.22 to $92.62 is a line on a form, and the form gives no reason. It gives no forecast either.
Term of the Day
Notification date. On a trade report (PTR), it's the date the lawmaker says they were told about the trade, which can differ from the trade date when a third party manages the account. McGuire's report lists Oct. 2 as the notification date for four trades made Sept. 24 to Oct. 1.
Yesterday on MarketSpill
- Scorpio Tankers VP Lauro Filippo sold 135,100 shares in a day. The rest are unvested.
- Landstar's CEO bought 5,000 shares, a 22% top-up. The form came one business day later.
- Julie Winkler sold 31.9% of her CME Group (CME) stake. The filing came the same day.
- Fortive's chief accounting officer sold 26% of the stake in one day. No plan is marked.
- Three Micron buys, one Broadcom sale in a spouse's account. Filed 38 days later.
- Rep. Thomas H. Kean filed six September trades. Four sales, two buys, all under $15,000.
- Apple mentions on r/wallstreetbets went from 10 to 213 in one day.
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].