DE Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for DE. 6 published articles.
Insider Activity
Over the trailing 90-day window, there were no open-market purchases or sales by insiders at DE, resulting in net insider buying of $0. The insider sentiment score stands at 50/100, indicating a neutral posture with no cluster buying activity observed. The stock has declined 6.5% over the three-month period, while institutional 13F holdings show a mixed trend. The absence of insider transactional activity and neutral sentiment positioning suggest neither conviction nor concern among company insiders during this period.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 4, 2026 | WALKER KELLYE L.officer: Snr VP & CLO GLSRA | Tax | 568 | $577.26 |
| Mar 5, 2026 | HUNN LAURENCE NEILdirector | Grant | 293 | — |
| Mar 5, 2026 | STOCKTON DMITRI Ldirector | Grant | 293 | — |
| Mar 5, 2026 | PAGE GREGORY Rdirector | Grant | 293 | — |
| Mar 5, 2026 | Heuberger Alan Cletusdirector | Grant | 293 | — |
| Mar 5, 2026 | Talton Sheiladirector | Grant | 293 | — |
| Mar 5, 2026 | FEIGHT R PRESTONdirector | Grant | 293 | — |
| Mar 5, 2026 | Erwin Tami A.director | Grant | 293 | — |
| Mar 5, 2026 | Caret Leanne Gdirector | Grant | 293 | — |
| Mar 5, 2026 | Sikes James Briandirector | Grant | 293 | — |
| Jan 15, 2026 | Reed Cory Jofficer: Pres, Life Sol Cust Sup & S.M. | Option | 12,000 | $169.70 |
| Jan 15, 2026 | Reed Cory Jofficer: Pres, Life Sol Cust Sup & S.M. | Sell | 12,000 | $510.00 |
| Jan 9, 2026 | May John C IIofficer: Chairman & CEO | Sell | 12,456 | $501.31 |
| Jan 9, 2026 | May John C IIofficer: Chairman & CEO | Option | 41,472 | $254.83 |
| Jan 9, 2026 | May John C IIofficer: Chairman & CEO | Sell | 15,504 | $500.46 |
Source: DE SEC Form 4 filings, latest May 4, 2026. For informational purposes only — not investment advice.
Research
Fertilizer Price Surge: CF's 41% Margins Lead MOS and NTR as Trump Probe Looms
Trump's April 11 pledge to curb fertilizer gouging amid Iran tensions highlights producers like CF, MOS, and NTR as winners from sustained price surges, while ADM, DE, and AGCO face margin squeezes from cost-stressed farmers. Backed by FY2025 financials, CF tops conviction with 41% margins and cheap valuation.
CFMOSNTRUS Factory Orders Flat 2 Months Running: CAT Wins, NUE Lags — 6 Stocks Ranked
US factory orders flat in February for the second month highlight manufacturing weakness, creating winners like diversified Honeywell and backlog-rich Caterpillar, while cyclical steelmaker Nucor and toolmaker Stanley Black & Decker lag. Analysis ranks six industrials/materials stocks by theme exposure, financials, and outlooks. Key: Favor resilience amid stagnation.
CATNUEDDStrait of Hormuz Blockade Risk: PG and COST Win While TGT and CAT Face the Squeeze
Potential Strait of Hormuz blockade risks broad inflation, favoring pricing power staples like PG, COST, and WMT while pressuring discretionary TGT and input-heavy CAT/DE. Analysis ranks PG highest conviction amid TTM metrics showing superior margins and growth resilience.
PGCOSTWMTNVDA Leads $1T Robotics Race — 6 Stocks Positioned to Win on AI and Autonomous Tech
Anchored in a 2026 report on Nvidia AI, autonomous trucking, and $1T robotics growth, this analysis ranks NVDA, TSLA, ISRG, DE, PATH, and PLTR as key winners. Nvidia leads with GPU dominance, while Tesla's Optimus eyes trillion-dollar potential amid scrutiny.
NVDATSLAISRGHIMS Stock Surges 18% After FDA Semaglutide Win — Is This the Start of a New Rally?
Supreme Court oral arguments cast doubt on Trump's birthright citizenship EO, a potential win for labor-reliant firms like MAR, HLT, HD, and MCD amid staffing woes. Financials show margin pressure but resilient FCF; stable immigration supports growth. Bullish stance with eyes on ruling.
ADMMARHLTUS Manufacturing Hits 2-Year High: CAT and DE Win While CLF and DOW Face Margin Squeeze
US manufacturing's sharp expansion since 2022 boosts machinery demand for CAT, DE, and HON, while surging input costs erode margins at steelmakers NUE/CLF and chemicals firm DOW. CAT leads with record backlog and pricing leverage; CLF lags with negative margins.
CATNUEDOW
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