Walmart SEC Filings

Yandex N.V. (YNDX) – Form 144 filing: company co-founder Arkadiy Volozh has notified the SEC of his intent to sell up to 75,000 Class A ordinary shares through Citigroup Global Markets on or after 1 July 2025. The shares represent roughly 0.04 % of the 200,054,926 Class A shares outstanding and have an aggregate market value of US$4.02 million based on the filing’s reference price.

• Acquisition source: the shares were received on 30 June 2025 under the company’s 2024 RSP (restricted share plan) from Nebius Group N.V. as compensation.
• Broker & venue: Citigroup Global Markets, NASDAQ listing.
• Recent insider activity: over the past three months Volozh sold 37,355 and 37,645 shares on 1 April 2025 and 11 April 2025, generating gross proceeds of US$0.79 million and US$0.80 million respectively.
• Rule 144 representation: the filer certifies no undisclosed material adverse information.

While insider sales can signal profit-taking or diversification, the disclosed amount is immaterial to Yandex’s float and does not alter control. Investors may still monitor subsequent filings for any acceleration or pattern of larger disposals.

Schedule 13G/A (Amendment No. 4) – CI&T Inc. (CINT)

Five affiliated investment entities – BW Gestao de Investimentos Ltda., Brasil Warrant Administracao de Bens e Empresas S.A., Lepton Fund Ltd., Unicorp International Finance Corporation and Santana Investimentos Ltd. – report their aggregate ownership of CI&T’s Class A common shares as of 30 June 2025.

• Shared voting & dispositive power: 2,882,650 shares (12.2% of 23,602,836 outstanding) for BW Gestao, Brasil Warrant, Unicorp and Santana.
• Lepton Fund Ltd.: 2,439,440 shares, representing 10.3% of the class, held with shared voting & dispositive power.
• Sole voting/dispositive power: 0 shares for all reporting persons; all authority is shared.
• Control structure: BW Gestao is investment adviser to Lepton Fund and Mantiqueira Overseas Fund (additional 443,210 shares). Brasil Warrant controls BW Gestao. Unicorp holds all management shares of the Cayman funds and is controlled by Santana Investimentos.

The group certifies the holdings are passive and were not acquired to influence control of the issuer. No other material transactions, financial results or governance changes are disclosed.

For investors, the filing confirms a concentrated but passive 12.2% ownership position, providing transparency on the shareholder base and signalling continued exposure of this Brazilian/Cayman investment group to CI&T’s equity.

Form 4 highlights: Walmart Inc. (WMT) director Timothy Patrick Flynn reported the automatic acquisition of 347 common stock units on 06/30/2025. The units represent deferred quarterly board compensation; the number of units was calculated using Walmart’s closing share price on the grant date. Following the transaction, Flynn’s total beneficial ownership stands at 154,589.7135 shares, held directly. No cash was exchanged and no derivative securities were involved. The filing does not disclose any sales, option exercises or changes in control and therefore has minimal financial impact on Walmart’s capital structure or trading float.

Casey’s General Stores, Inc. (CASY) – Form 4 insider transaction

Director Mike Spanos reported the purchase of 200 shares of Casey’s General Stores common stock on 30-Jun-2025 at an average price of $503.18, representing a cash outlay of roughly $101 thousand. Following the transaction, Spanos’ direct holdings increased to 3,560 shares, which include 4 shares acquired through the company’s dividend reinvestment plan.

The filing also discloses the grant of 442 restricted stock units (RSUs) received as part of non-employee director equity compensation under the company’s 2018 Stock Incentive Plan. These RSUs vest in full at the 2025 annual shareholders’ meeting and convert 1-for-1 into common shares upon vesting.

• No derivative sales or dispositions were reported.
• The reporting person remains a non-employee director and is not flagged as a 10% owner.
• The purchase was reported on a timely basis (filed 01-Jul-2025, one business day after the trade).

While the purchase size is modest relative to Casey’s ~$20 billion market capitalization, insider buying—even in small amounts—can be read as a vote of confidence in the company’s outlook. However, the transaction alone is unlikely to measurably affect valuation or near-term trading dynamics.

Walmart (NYSE:WMT) filed a Form 4 reporting that 10% owner Walton Family Holdings Trust sold 378,639 common shares on 06/27/2025 at a weighted-average price of $97.5158, representing proceeds of roughly $36.9 million.

• Transaction code: S – open-market sale
• Shares remaining after sale: 552,231,200
• Percentage of trust’s holdings sold: ≈0.07%
• No derivative transactions or 10b5-1 plan indicated

The dollar value meets materiality thresholds, yet the relative size is small, suggesting limited immediate impact but warranting continued monitoring for further insider activity.

Walmart (NYSE:WMT) filed a Form 4 revealing that 10% owner Walton Family Holdings Trust sold 3,356,619 common shares on 24-25 June 2025 at weighted-average prices ranging from $98.12 to $99.03, generating roughly $330 million of gross proceeds. Post-sale ownership stands at 552,609,839 shares.

The transactions were open-market sales reported under Section 16(a). No derivative securities were involved, and the filing does not indicate use of a Rule 10b5-1 plan. No purchases or other insider activity were disclosed.

Walmart Inc. (WMT) – Form 144 Notice of Proposed Sale

The filing discloses that an affiliate of the Walton family intends to sell 4,000,000 shares of Walmart common stock through Goldman Sachs & Co. LLC on or about 24 June 2025. The shares carry an aggregate market value of US$392 million, based on the price prevailing at the time the form was prepared. Walmart has 7,980,418,164 shares outstanding, so the proposed transaction represents roughly 0.05 % of total shares and does not create dilution because the stock is already issued.

Seller background and recent activity

• The shares were originally acquired on 5 March 2020 via a contribution from Walton Enterprises, LLC.
• The Form 144 is being filed on behalf of a Walton-related entity (Walton Family Holdings Trust and other family organisations appear in the past-sales table).
• Over the past three months, Walton-affiliated entities have already sold approximately 21.4 million shares of Walmart stock for total gross proceeds of roughly US$2.1 billion (15 separate transactions listed).

Key logistical details

• Class: Common Stock
• Broker: Goldman Sachs & Co. LLC, New York, NY 10282
• Intended exchange: NYSE
• Relationship: Insider (family of Walmart founders)

The signer represents that no undisclosed material adverse information exists and that any applicable Rule 10b5-1 trading plan was adopted prior to the sale. No remarks or additional explanatory notes were provided in the filing.

Walmart (WMT) Executive Vice President John R. Furner reported a significant insider transaction on Form 4. On June 20, 2025, Furner sold 13,125 shares of common stock at a weighted average price of $95.85 per share, totaling approximately $1.26 million.

The sale was executed through multiple trades ranging from $95.295 to $96.280 per share, conducted under a pre-established Rule 10b5-1 trading plan initiated during an open trading window on March 17, 2025. Following the transaction, Furner maintains direct ownership of 945,434 shares and indirect ownership of 5,584 shares through a 401(k) plan.

This planned sale represents a moderate reduction in Furner's holdings while maintaining substantial equity stake in the company, suggesting routine portfolio management rather than a significant shift in insider sentiment.

Walmart Executive Vice President Kathryn J. McLay has reported the sale of 4,000 shares of common stock at a price of $95.24 per share on June 20, 2025. The transaction was executed under a pre-established Rule 10b5-1 trading plan that was disclosed by Walmart on November 22, 2024.

Following the transaction, McLay continues to hold 1,060,455.036 shares directly. The sale represents a small portion of her total holdings, approximately 0.38% of her beneficial ownership.

Key details:

• Transaction was conducted under a previously disclosed Rule 10b5-1 plan
• Total transaction value: approximately $380,960
• Form of ownership: Direct
• No derivative securities were involved in this transaction