Activity briefing
Fresh disclosures show broad but mixed activity, with concentrated selling in LAMR and MIDD and cross-party churn in megacap tech.
The newest filing is Gilbert Cisneros’s late-August reshuffle: purchases of PWR, ETN, WMT and GS alongside sales of DASH, NKE, LAMR and DLTR. Across the last 7–14 days, LAMR and MIDD each had five sell disclosures, while MSFT activity was split across five to six politicians. NVDA was also mixed, with four sellers and two buyers in the 14-day slice. These are delayed, range-based disclosures, not signals of privileged information.
What to watch
- LAMR — five recent sell disclosures, including repeated sales by Gilbert Cisneros; a notable short-term selling cluster.
- MSFT — recent buys and sells were evenly split across six politicians, making it a high-participation but mixed signal.
- Gilbert Cisneros — his newly disclosed late-August transactions form the freshest identifiable activity cluster.
