AA
Moving with the market
- AA +0.32% on the last session vs SPY +0.10%: +0.2 pts of stock-specific move.
- Earnings today after the close: EPS $1.51 expected (10 analysts); it moved ±5.6% on average after its last 8 reports.
- Aftermath, rsi oversold (Oct 14): After its 11 oversold readings in the past 5 years, AA was higher a month later 7 times out of 11; half the outcomes fell between -3.8% and +8.6%. History, not a forecast.
- 2 Reddit mentions in the past 24 hours, 67% positive over the week.
- 3 analyst actions in the past 10 days (0 positive, 2 negative); latest: Morgan Stanley maintained Equal-Weight, lowered target $53.00 → $50.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.7× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | Andrew Hastings | EVP | Tax | tax withholding | 3,725 | $46.52 | $173.3K | Sep 17 |
| Aug 31, 2026 | Renato Bacchi | EVP | Sell | unplanned | 700 | $51.02 | $35.7K | Sep 1 |
| Aug 27, 2026 | Tammi A Jones | EVP | Sell | unplanned | 15,628 | $50.60 | $790.7K | Aug 28 |
| Aug 17, 2026 | Andrew Hastings | EVP | Sell | unplanned | 6,000 | $50.90 | $305.4K | Aug 18 |
| Jul 22, 2026 | Matthew T Reed | EVP | Sell | unplanned | 4,600 | $46.82 | $215.4K | Jul 23 |
| Feb 23, 2026 | William F Oplinger | CEO | Tax | tax withholding | 3,801 | $59.81 | $227.3K | Feb 25 |
| Feb 23, 2026 | Molly S. Beerman | CFO | Tax | tax withholding | 3,040 | $59.81 | $181.8K | Feb 25 |
| Feb 23, 2026 | Renato Bacchi | EVP | Tax | tax withholding | 2,113 | $59.81 | $126.4K | Feb 25 |
| Feb 23, 2026 | Tammi A Jones | EVP | Tax | tax withholding | 2,878 | $59.81 | $172.1K | Feb 25 |
| Jan 29, 2026 | William F Oplinger | CEO | Tax | tax withholding | 14,840 | $60.64 | $899.9K | Feb 2 |
| Jan 29, 2026 | Molly S. Beerman | CFO | Tax | tax withholding | 3,940 | $60.64 | $238.9K | Feb 2 |
| Jan 29, 2026 | Renato Bacchi | EVP | Tax | tax withholding | 2,290 | $60.64 | $138.9K | Feb 2 |
| Jan 29, 2026 | Andrew Hastings | EVP | Tax | tax withholding | 1,736 | $60.64 | $105.3K | Feb 2 |
| Jan 29, 2026 | Renee Henry | SVP | Tax | tax withholding | 366 | $60.64 | $22.2K | Feb 2 |
| Jan 29, 2026 | Tammi A Jones | EVP | Tax | tax withholding | 3,526 | $60.64 | $213.8K | Feb 2 |
| Jan 26, 2026 | William F Oplinger | CEO | Tax | tax withholding | 21,078 | $58.55 | $1.2M | Jan 28 |
| Jan 26, 2026 | Molly S. Beerman | CFO | Tax | tax withholding | 10,205 | $58.55 | $597.5K | Jan 28 |
| Jan 26, 2026 | Renato Bacchi | EVP | Tax | tax withholding | 7,214 | $58.55 | $422.4K | Jan 28 |
| Jan 26, 2026 | Andrew Hastings | EVP | Tax | tax withholding | 1,758 | $58.55 | $102.9K | Jan 28 |
| Jan 26, 2026 | Renee Henry | SVP | Tax | tax withholding | 1,303 | $58.55 | $76.3K | Jan 28 |
| Jan 26, 2026 | Tammi A Jones | EVP | Tax | tax withholding | 10,109 | $58.55 | $591.9K | Jan 28 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Duquesne Family Office (Stanley Druckenmiller) | 185,640 | $9.7M | 0.22% | -88% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 67,042 | $3.5M | 0.01% | +17% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Trimmed | 13F, Q2 2026 | 1,307,750 | $68.2M | 0.2% | Aug 14 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q4 2025 | 1,376,050 | $73.1M | 1.7% | Feb 17 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves