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QuantConomy

Weekly market brief: May 21 – May 27, 2026

QuantConomy Weekly digest

Strong signals point to significant market movements, with VRE and SLDE indicating strong bearish sentiment through a 8-K filing and insider selling, while BZFD, NL, and others show strong bullish indicators through acquisition and director purchases. Prediction markets lean towards a France victory in the 2026 FIFA World Cup, reflecting current betting trends. This is market context, not advice.

Signals
8
Insider trades
20
8-K items
20
SEC filings
16
Prediction markets
20
News
20

Strongest signals

Multiple strong bearish and bullish signals from insider trades and 8-K filings, with significant material events and large share transactions.

Asset Signal Score Detail
VRE
Veris Residential Inc
very bearish
corporate event
100
VRE filed 8-K: Termination of Material Agreement, Acquisition or Disposition, Delisting Notice - 7 material events - [very strong very bearish signal]
SLDE
Slide Insurance Holdings Inc
very bearish
insider trade
72
Lucas Bruce (Chief Executive Officer, Director, 10% Owner) sold SLDE shares ($3.47M) - 184817 shares - [strong very bearish signal]
BZFD
BuzzFeed Inc
bullish
corporate event
100
BZFD filed 8-K: Other Events, Change in Control, Director or Officer Changes - 6 material events - [very strong bullish signal]
LTH
Life Time Inc
bearish
insider trade
70
Cluster selling detected: 3 insider trades for LTH worth $977283119772831232.00M total - 2951282 shares - [strong bearish signal]
NL
NL INDUSTRIES INC
bullish
corporate event
100
NL filed 8-K: Material Definitive Agreement, Acquisition or Disposition, Direct Financial Obligation - 5 material events - [very strong bullish signal]
TXO
TXO Partners, L P
very bullish
insider trade
69
SIMPSON BOB R (Director, 10% Owner) purchased TXO shares ($0.87M) - 65592 shares - [strong very bullish signal]
POLA
Polar Power Inc
bullish
corporate event
100
POLA filed 8-K: Material Definitive Agreement, Termination of Material Agreement, Direct Financial Obligation - 5 material events - [very strong bullish signal]
KLRS
Kalaris Therapeutics Inc
very bullish
insider trade
68
AKKARAJU SRINIVAS (Director, 10% Owner) purchased KLRS shares ($1.18M) - 244300 shares - [strong very bullish signal]

Insider filings

Multiple large-scale insider purchases and sales, with some very strong bullish and bearish signals.

Ticker Insider Type Value Filed
CPB Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 other $384.7M 2026-03-31
ARM Child Jason Chief Financial Officer sale $7.2M 2026-05-20
MPWR Hsing Michael CEO sale $5.0M 2026-05-18
UWMC Elezaj Alex EVP, Chief Strategy Officer exercise $4.7M 2026-05-19
UWMC Wilner Melinda EVP, COO exercise $4.7M 2026-05-19
ALAB Mohan Jitendra Chief Executive Officer sale $4.6M 2026-05-18
ASX Chen Jeffrey sale $4.3M 2026-05-19
AFL Japan Post Holdings Co., Ltd. sale $4.2M 2026-05-19
RACC Hammond Matthew Chief Executive Officer grant $2.8M 2026-05-21
FBNC Mayer Michael Goodwin sale $2.6M 2026-05-20
SCHW Schwab Charles R. Co-Chairman sale $2.5M 2026-05-19
ARM Abbey William Chief Commercial Officer sale $2.4M 2026-05-19
RBC CROWELL RICHARD R Director gift $2.0M 2025-11-04
SNOW Slootman Frank exercise $1.3M 2026-05-19
INCY Clancy Paul J exercise $1.3M 2026-05-19
CRDO Laufman James Chief Legal Officer, Secretary other $1.2M 2026-05-19
NXT Bennett David P Chief Accounting Officer exercise $1.2M 2026-05-18
MP Rosenthal Michael Stuart Chief Operating Officer purchase $963K 2026-05-20
ARM Eaton Charlotte Claire Chief People Officer sale $782K 2026-05-20
ARW Nowak Eric President, Global ECS sale $733K 2026-05-20

8-K items

Multiple companies filed 8-K notices of delisting or failure to satisfy listing rules, indicating potential liquidity issues.

Company Item Materiality Filed
NVVE Item 3.01 NVVE - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
— Item 4.02 Specificity, Inc. - 4.02 - Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review 1.00 2026-05-23
LASE Item 3.01 LASE - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
TPST Item 3.01 TPST - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
GITS Item 3.01 GITS - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
LRHC Item 3.01 LRHC - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
TNON Item 3.01 TNON - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
SEGG Item 3.01 SEGG - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
AAME Item 3.01 AAME - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
ENSC Item 3.01 ENSC - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
NMTC Item 4.02 NMTC - 4.02 - Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review 1.00 2026-05-22
NKLR Item 3.01 NKLR - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
— Item 4.01 Waste Energy Corp. - 4.01 - Changes in Registrant's Certifying Accountant 1.00 2026-05-22
RICK Item 3.01 RICK - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
RNAZ Item 3.01 RNAZ - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
COCH Item 3.01 COCH - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
DEVS Item 3.01 DEVS - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
— Item 4.01 GROOVE BOTANICALS INC. - 4.01 - Changes in Registrant's Certifying Accountant 1.00 2026-05-22
AVXL Item 3.01 AVXL - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22
GTBP Item 3.01 GTBP - 3.01 - Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing 1.00 2026-05-22

SEC filings radar

Significant ownership stakes and large proposed sales, with major institutional holdings reported in 13F filings.

Kind Ticker Filing Detail Filed
13D/G — Senior Credit Investments, LLC - SC_13D Senior Credit Investments, LLC 100% stake 2026-05-05
13D/G — Mega Fortune Co Ltd - SC_13D Mega Fortune Co Ltd 77.27% stake 2026-05-21
13D/G — CLARION PARTNERS REAL ESTATE INCOME FUND INC. - SC_13D CLARION PARTNERS REAL ESTATE INCOME FUND INC. 70.7% stake 2026-05-20
13D/G — KALARIS THERAPEUTICS, INC. - SC_13D KALARIS THERAPEUTICS, INC. 54.2% stake 2026-05-20
Form 144 — ELI LILLY AND COMPANY - LILLY ENDOWMENT, INC. ELI LILLY AND COMPANY $312.5M proposed sale 2026-05-22
Form 144 — Astera Labs, Inc. - Navad Trust dated November 1, 2012 Astera Labs, Inc. $115.0M proposed sale 2026-05-21
Form 144 — Life Time Group Holdings, Inc. - Green LTF Holdings II LP Life Time Group Holdings, Inc. $97.2M proposed sale 2026-05-22
Form 144 — Life Time Group Holdings, Inc. - TPG VII Magni SPV, L.P. Life Time Group Holdings, Inc. $62.2M proposed sale 2026-05-22
13F — MORGAN STANLEY - 13F MORGAN STANLEY $1675.0B portfolio, 45419 positions 2025-12-31
13F — MORGAN STANLEY - 13F MORGAN STANLEY $1651.6B portfolio, 45054 positions 2025-09-30
13F — CTC LLC - 13F CTC LLC $217.2B portfolio, 112 positions 2026-03-31
13F — GLENMEDE TRUST CO NA - 13F GLENMEDE TRUST CO NA $20.4B portfolio, 2801 positions 2026-03-31
Financial report — KKR Infrastructure Conglomerate LLC - 8-K KKR Infrastructure Conglomerate LLC — 2026-05-21
Financial report REXR REXR - 8-K REXFORD INDUSTRIAL REALTY, INC. — 2026-05-21
Financial report HHS HHS - 8-K Harte Hanks, Inc. — 2026-05-21
Financial report BSVN BSVN - 8-K Bank7 Corp. — 2026-05-21

Prediction markets

Highly speculative prediction markets with low probabilities for most teams to win the 2026 FIFA World Cup, except for France and Argentina.

Question Yes Volume Platform Snapshot
MicroStrategy sells any Bitcoin by May 31, 2026? 0.3% $363.8M polymarket 2026-06-03 23:59 UTC
Will Egypt win the 2026 FIFA World Cup? 0.1% $158.6M polymarket 2026-07-07 21:31 UTC
Will Morocco win the 2026 FIFA World Cup? 0.1% $152.3M polymarket 2026-07-10 01:10 UTC
Will USA win the 2026 FIFA World Cup? 0.1% $142.5M polymarket 2026-07-07 05:09 UTC
Will Mexico win the 2026 FIFA World Cup? 0.1% $137.8M polymarket 2026-07-06 06:00 UTC
Will Belgium win the 2026 FIFA World Cup? 2.2% $125.7M polymarket 2026-07-10 18:06 UTC
Will Norway win the 2026 FIFA World Cup? 6.2% $125.6M polymarket 2026-07-10 18:06 UTC
Will Argentina win the 2026 FIFA World Cup? 18% $122.5M polymarket 2026-07-10 18:06 UTC
Will Switzerland win the 2026 FIFA World Cup? 1.8% $121.6M polymarket 2026-07-10 18:06 UTC
Will Cape Verde win the 2026 FIFA World Cup? 0.1% $119.2M polymarket 2026-07-04 03:43 UTC
Will Ivory Coast win the 2026 FIFA World Cup? 0.1% $111.7M polymarket 2026-06-30 21:52 UTC
Will Croatia win the 2026 FIFA World Cup? 0.1% $109.5M polymarket 2026-07-03 04:04 UTC
Will Portugal win the 2026 FIFA World Cup? 0.1% $109.1M polymarket 2026-07-07 00:13 UTC
Will France win the 2026 FIFA World Cup? 38.6% $108.8M polymarket 2026-07-10 18:06 UTC
Will South Korea win the 2026 FIFA World Cup? 0.1% $107.5M polymarket 2026-06-28 04:49 UTC
Will Paraguay win the 2026 FIFA World Cup? 0.1% $107.4M polymarket 2026-07-05 02:12 UTC
Will Colombia win the 2026 FIFA World Cup? 0.1% $104.7M polymarket 2026-07-08 01:58 UTC
Will Canada win the 2026 FIFA World Cup? 0.1% $102.9M polymarket 2026-07-04 22:14 UTC
Will Spain win the 2026 FIFA World Cup? 16.7% $99.2M polymarket 2026-07-10 18:06 UTC
Will Ecuador win the 2026 FIFA World Cup? 0.1% $96.9M polymarket 2026-07-01 06:48 UTC

In the news

Asset-linked headlines published in this window, newest first.

Generated automatically from live QuantConomy data. Every row is a real platform record; the summary is model-written from those rows. Not investment advice.

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