Wednesday, · Edited by K. Song
The Spill
- Boeing director Mortimer J. Buckley bought 5,820 BA shares for $998,421 on Oct. 30 and filed in two business days.
- A fund run by Stride director Dylan G. Haggart bought 228,057 LRN shares for $17,573,121.28 between Oct. 30 and Nov. 3.
- Glaukos development chief Tomas Navratil sold 44,436 GKOS shares for $10.6 million on Oct. 30, 54% of his stake.
About a four-minute read.
A Boeing director bought 5,820 shares and more than doubled his stake. Filed in two days.
Filed Nov. 3, 2026, 7:37 p.m. ET · Published Nov. 3, 2026, 8:37 p.m. ET
Signal Check: Discretionary buy · $998,421
Two days, no plan. Mortimer J. Buckley, a Boeing (BA) director, bought 5,820 shares on Oct. 30 at $171.55 each. Total: $998,421.
His insider filing (Form 4) reached the SEC on Nov. 3 at 7:37 p.m. ET, inside the two-business-day deadline. The pre-set trading plan (10b5-1) box is unchecked, so this was his call on the day.
Buckley held 4,430 shares before the trade and 10,250 after. The order added 131.4% of his old stake. By the desk's count, he is at least the second Boeing insider to buy this week.
Boeing closed at $171.55 on Oct. 30 and $173.31 on Nov. 3, up 1.0% over two sessions. The price move is context only. The form does not say why he bought.
Capitol Hill
No House or Senate trade report (PTR) cleared the desk's bar on Nov. 3, so there is no Lag Clock to run and no table today.
Insider Desk
Stride (LRN): a director's fund bought 228,057 shares
Filed Nov. 3, 2026, 8:34 p.m. ET · Published Nov. 3, 2026, 9:36 p.m. ET
Filed the same night. Dylan G. Haggart, a Stride director and Fivespan's co-founder, reported seven buys between Oct. 30 and Nov. 3 at $74.07 to $78.51 a share, $17,573,121.28 in all. Signal Check: Discretionary buy. The shares sit in Fivespan's fund, which went from 1,899,703 shares to 2,127,760, a 12% top-up, and the Form 4 hit the SEC at 8:34 p.m. ET on Nov. 3, the day of the last trade.
Caterpillar (CAT): a director bought 1,000 shares and filed the next morning
Filed Nov. 3, 2026, 11:43 a.m. ET · Published Nov. 3, 2026, 12:36 p.m. ET
Up 24%. James C. Fish Jr., a Caterpillar director, paid $620.39 a share, $620,390 in all, on Nov. 2, and his Form 4 was in at 11:43 a.m. ET on Nov. 3. Signal Check: Discretionary buy. He now holds 4,714 shares directly plus 250 in each of two family trusts, 5,214 in all, up from 4,214.
Glaukos (GKOS): development officer sold 44,436 shares, 54% of his stake
Filed Nov. 3, 2026, 9:45 p.m. ET · Published Nov. 3, 2026, 10:35 p.m. ET
Options in, shares out. Tomas Navratil, chief development officer, exercised options on 12,969 shares at $55 and $85.94 on Oct. 30 and sold 44,436 shares the same day at $237.54 to $240.52, $10.6 million in all. Signal Check: Discretionary sale. He reports 37,328 shares after, and a footnote says that figure is 37,328 restricted stock units that haven't vested yet.
The filing reached the SEC on Nov. 3 at 9:45 p.m. ET, inside the deadline. The form does not say why he sold.
Also filed.
- Andreas Bechtolsheim, 10% owner, Arista Networks (ANET) · a family trust sold 267,892 shares · $45,859,343.53 · Planned sale (10b5-1), plan dated Feb. 20, 2026 · traded Oct. 30, filed Nov. 3 · 0.1% of a stake that still holds 180,275,156 shares · story · SEC Form 4
Hype Check
No ticker cleared the bar on the Reddit tracker overnight, so there is no mention count to report.
The Other Side
One buy of $998,421 by one director is one purchase. Buckley's stake after the trade is 10,250 shares, and the form gives no reason for the purchase. The two-session move from $171.55 to $173.31 is a price fact and nothing more.
Two Boeing insiders buying in one week meets the desk's definition of a cluster; it is still two people. An insider buy says an insider wanted more stock at that price on that day. It doesn't say what the stock does next.
Term of the Day: Gift (G)
A Form 4 code for shares given away, often to a family member or charity. It is a transfer, not a sale, so a G on a filing means nobody bought and nobody sold on the open market.
Yesterday on MarketSpill
- A Boeing director bought 5,820 shares and more than doubled his stake. Filed in two days.
- A Stride director's fund bought 228,057 shares in three days and filed the same night.
- Glaukos (GKOS) development officer sold 44,436 shares on one day, 54% of his stake.
- A Caterpillar director bought 1,000 shares, a 24% top-up, and filed the next morning.
- A $45.9 million Arista sale trimmed Andreas Bechtolsheim's trust stake by 0.1%.
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].