Q3 reporting left investors with a familiar challenge: hundreds of stocks traded lower after earnings, and only a few are worth deeper attention. Ben Silverman explains how he narrows that universe by looking at post-earnings insider behavior, focusing on where management actions diverge from prior patterns. He walks through cases such as Norwegian Cruise Line’s first executive purchase since 2016, the Sonos CEO buying again after a 45 percent rally, and Chubb’s 1.2 billion dollar buyback executed as management called shares "well below intrinsic value."

Then Christine Short, Director of Research, TMX Datalinx, examines what companies signaled before they reported through changes in their confirmed earnings dates, a form of corporate "body language." She highlights real Q3 moves including Verizon delaying its date by eight days (shares down about 3 percent after earnings) and Regeneron moving up by two days (shares up about 12 percent after results), illustrating how timing decisions can hint at the tone of upcoming announcements.

A concise look at how pre- and post-earnings behavior can shape positioning into year-end.

Verity was acquired by TMX Group in October 2025.

The old rule — "selling bad, buying good" — misses a lot today. Insider behavior now includes plan-driven sales, comp mechanics, shifting blackout policies, and more. For example, one insider signal isn't a buy or a sell at all, but a pause in selling.

Key questions that emerge:

· How do you find positive signals at companies where insiders never buy stock?

· What does it mean when executives who sell millions regularly suddenly stop?

In this episode, Ben Silverman and Senior Analyst Max Magee examine the "cessation selling" phenomenon through 3 key examples:

· Microsoft: First pause in insider selling since 2004 — stock up 40% since the signal.

· Expedia: Five-year selling streak ends at $150/share — stock rebounds to $225.

· Tableau Software: Co-founders cancel $35-50 million sale plans — company acquired months later at premium.

Edited, mixed, and scored by Calvin Marty.

Executive pay doesn’t always make headlines, yet it can offer a surprisingly clear view of a company’s next move. Host Ben Silverman sits down with Senior Analyst Amy Pessetto to show how changes in long-term incentives, performance metrics, and option grants may reveal where management is really focused. Sometimes before those priorities turn up on an earnings call.

Tickers Discussed: ADT, FSLR, SAM

In this episode, Ben and Amy discuss:

• Options on the Rise: Why some companies are swapping portions of time-based RSUs for stock options, and what that shift suggests about risk appetite in 2025.
• First Solar’s Comp Mix: A higher RSU weight and a shorter vesting schedule and what the revised package might mean for solar-sector bulls and bears.
• New CEO, New Metrics: How Boston Beer rewired its incentive plan around revenue growth after handing the reins to a new chief executive.
• Reading the Fine Print: Practical tips for spotting sandbagging, de-risking, or strategic pivots hidden inside proxy disclosures.
• From Data to Decisions: A step-by-step way to fold incentive-comp insights into your research process.

Edited, mixed, and scored by Calvin Marty.