RELY
Remitly Global, Inc. Common Stock
stock NASDAQ

Just finished pulling the final SEC filing data for the week. While the broader market was choppy, there was some massive executive conviction—specifically in the mid-cap space—totaling over **$8.15 billion** in volume.
Here is the raw breakdown of where the "Smart Money" moved this week:
**1. The Weekly Volume Profile ($8.15B Total)**
* **Mon:** $760.3M
* **Tue:** $990.7M
* **Wed:** $1.5B
* **Thu:** $3.3B
* **Fri:** $1.6B
* **Takeaway:** Wednesday and Thursday were the "conviction peaks," but Friday saw a massive late-day surge in filings (238 filings in the final hours).
**2. The "Whale" Signal: Alkami Technology ($ALKT)** The standout move was a **$101.1M** buy on Wednesday.
* **The Context:** I cross-referenced this with their recent **10-K** (Annual Report). While the company reported a net loss of **$-47.7M**, their **Free Cash Flow** is actually positive at **$41.3M**.
* **The Contrarian Play:** The 10-K mentions a "Demand Payment Risk" which usually scares off retail, but the insider dropping $101M suggests they view the liquidity risk as fully managed.
**3. Friday's Late-Session Clusters** We saw "Cluster Buying" (multiple insiders) in **$LOAR** (Aerospace) and **$PTLO** (Portillo's).
* **The Trend:** Insiders are rotating heavily into Aerospace and FinTech while exiting traditional Energy and Retail ($RELY, $PBF).
**4. The 8-K Wave** We processed over **700 8-K filings** (Material Events) this week. This high velocity of disclosures combined with nine-figure insider buys usually signals a sector re-alignment that isn't fully priced in yet.
**My Take:** I'm keeping a close eye on **$ALKT** and **$LOAR** for Monday's open. The insider size relative to the market cap is hard to ignore.
**Is anyone else digging into the $ALKT 10-K this weekend? I’m curious if your DCF models align with this $101M bet.**
**Disclaimer:** Not financial advice. Data summarized from public SEC filings. Do your own DD.

Just finished pulling the final SEC filing data for the week. While the broader market was choppy, there was some massive executive conviction—specifically in the mid-cap space—totaling over **$8.15 billion** in volume.
Here is the raw breakdown of where the "Smart Money" moved this week:
**1. The Weekly Volume Profile ($8.15B Total)**
* **Mon:** $760.3M
* **Tue:** $990.7M
* **Wed:** $1.5B
* **Thu:** $3.3B
* **Fri:** $1.6B
* **Takeaway:** Wednesday and Thursday were the "conviction peaks," but Friday saw a massive late-day surge in filings (238 filings in the final hours).
**2. The "Whale" Signal: Alkami Technology ($ALKT)** The standout move was a **$101.1M** buy on Wednesday.
* **The Context:** I cross-referenced this with their recent **10-K** (Annual Report). While the company reported a net loss of **$-47.7M**, their **Free Cash Flow** is actually positive at **$41.3M**.
* **The Contrarian Play:** The 10-K mentions a "Demand Payment Risk" which usually scares off retail, but the insider dropping $101M suggests they view the liquidity risk as fully managed.
**3. Friday's Late-Session Clusters** We saw "Cluster Buying" (multiple insiders) in **$LOAR** (Aerospace) and **$PTLO** (Portillo's).
* **The Trend:** Insiders are rotating heavily into Aerospace and FinTech while exiting traditional Energy and Retail ($RELY, $PBF).
**4. The 8-K Wave** We processed over **700 8-K filings** (Material Events) this week. This high velocity of disclosures combined with nine-figure insider buys usually signals a sector re-alignment that isn't fully priced in yet.
**My Take:** I'm keeping a close eye on **$ALKT** and **$LOAR** for Monday's open. The insider size relative to the market cap is hard to ignore.
**Is anyone else digging into the $ALKT 10-K this weekend? I’m curious if your DCF models align with this $101M bet.**
**Disclaimer:** Not financial advice. Data summarized from public SEC filings. Do your own DD.