PLD Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for PLD. 9 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 1 open-market purchase and 5 sales, a net selling of $11.2K. The largest was Slusser Sarah A (director) selling $4.8K. The stock fell 0.4% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 10/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 29, 2026 | Letter Danieldirector, officer: Chief Executive Officer | Option | 50,000 | — |
| Apr 30, 2026 | Piani Olivierdirector | Grant | 1,695 | — |
| Apr 30, 2026 | Piani Olivierdirector | Option | 1,985 | — |
| Apr 30, 2026 | Modjtabai Aviddirector | Option | 1,985 | — |
| Apr 30, 2026 | Piani Olivierdirector | Tax | 595 | $141.53 |
| Apr 30, 2026 | Modjtabai Aviddirector | Option | 1,984 | — |
| Apr 30, 2026 | Modjtabai Aviddirector | Grant | 1,695 | — |
| Apr 30, 2026 | Piani Olivierdirector | Grant | 1,984 | — |
| Apr 30, 2026 | LYONS IRVING F IIIdirector | Option | 43,830 | — |
| Apr 30, 2026 | OCONNOR DAVID Pdirector | Grant | 1,695 | — |
| Apr 30, 2026 | KENNARD LYDIA Hdirector | Grant | 1,695 | — |
| Apr 30, 2026 | Slusser Sarah Adirector | Grant | 1,695 | — |
| Apr 30, 2026 | Metcalfe Guy Adirector | Grant | 1,695 | — |
| Apr 30, 2026 | FOTIADES GEORGE Ldirector | Grant | 1,695 | — |
| Apr 30, 2026 | Connor James B.director | Option | 1,984 | — |
Source: PLD SEC Form 4 filings, latest May 29, 2026. For informational purposes only — not investment advice.
Research
Hot CPI Kills 2025 Fed Cut Hopes — JPM, BAC Lead Bank Winners While REITs Take the Hit
Hotter CPI has bond markets pricing fewer 2025 Fed cuts, favoring banks like JPM, BAC, and WFC via NIM expansion while hurting REITs (PLD, O) and homebuilders (DHI) with higher costs and weak demand. JPM leads conviction ranking; avoid leveraged real estate. Article analyzes financials, guidance, and exposures.
JPMBACWFCJamie Dimon's Warning: XOM & WMT Win, NVDA Suffers — 6 Stocks Ranked by Risk
Jamie Dimon's April 11 warning spotlights inflation, deficits, and geopolitics, favoring XOM and WMT as winners while pressuring NVDA and PLD. JPM and BAC offer mixed bank exposure with strong fundamentals. Ranked picks prioritize resilient cash flows over growth hype.
JPMBACXOMTreasury Yield Volatility Surges — JPM and PGR Climb as NVDA and REITs Take the Hit
April 10, 2026 Treasury yields snapshot signals volatility surge, favoring banks/insurers like PGR, JPM, BAC via NII/margins while pressuring REITs (PLD, EQIX) and NVDA on costs/valuations. PGR tops conviction ranks for pristine balance sheet and yield leverage.
JPMBACPGRHawkish Fed Bets: JPM Leads as NEE, PLD, and HD Face Rate Headwinds
Bond traders' inflation hedges spotlight hawkish Fed risks, positioning banks like JPM and BAC for NIM gains while utilities (NEE, DUK), REITs (PLD), and HD face debt and demand headwinds. JPM tops conviction rankings with superior scale; DUK ranks most vulnerable. Elevated rates reshape sector winners and losers.
JPMBACNEEHot Inflation Kills Rate Cut Hopes: JPM Surges While REITs and Utilities Crack
Hotter-than-expected inflation dashed rate cut hopes, favoring banks like JPM and WFC via NIM expansion while pressuring debt-laden REITs (PLD, AMT) and utilities (NEE, DUK). JPM tops conviction ranks with superior scale; REITs lag on cap rate risks. Prolonged high rates could widen these gaps further.
JPMWFCAMT10-Year Treasury Yield Outlook: JPM Wins, NEE and AMT Face Debt Squeeze
ETF Trends' March 2026 10-year Treasury yield analysis forecasts elevated rates, favoring banks like JPM and BAC via NIM expansion while pressuring leveraged utilities (NEE, DUK) and REITs (PLD, AMT) on debt costs and valuations. JPM tops conviction rankings for its balance sheet strength; AMT ranks as most vulnerable.
JPMBACNEEFed Cut Bets Collapse: JPM, BAC Surge While REITs Like PLD Face Debt Pain
April 1's strong US data reduced Fed cut bets, favoring banks (JPM, BAC) and cyclicals (CAT, XOM) via higher NII and demand, while REITs (PLD, EQIX) face debt headwinds. JPM leads conviction at cheap multiples; ranked picks prioritize resilient earners.
JPMBACCATIran War Sparks Record Defense Spending: LMT, RTX, NOC — Who Gets the Biggest Share?
ADP's 62K March jobs miss boosts Fed cut odds, favoring REITs like PLD and growth stocks MSFT/AMZN over banks JPM/WFC. Analysis ranks exposure with financial metrics, highlighting winners from lower rates.
MSFTAMZNJPMECB Tightening Warning: JPM, BAC, and CAT Among 6 Stocks With Most EU Revenue at Risk
FT's April 8 warning on ECB tightening revives 2011 fears, hammering US-exposed stocks. JPM, BAC, MS, CAT, HON, and PLD—holding 13-23% Europe revenue—top the risk list amid negative returns and slowing growth. Ranked bears: BAC leads vulnerability.
JPMMSCAT
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