AEO
Moving with its group (XLY +1.0%)
- AEO +1.70% on the last session vs SPY −0.29%: +2.0 pts of stock-specific move.
- The consumer discretionary ETF (XLY) +1.0% (+1.3 pts vs SPY): the stock moved with its group.
- 2 insider or congressional trades in the past 30 days, including 2 insider sales not under a 10b5-1 plan.
- 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.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 6, 2026 | Cary D Mcmillan | Director | Sell | unplanned | 3,617 | $18.20 | $65.8K | Oct 7 |
| Oct 2, 2026 | Noel Joseph Spiegel | Director | Sell | unplanned | 3,617 | $17.68 | $63.9K | Oct 5 |
| Jul 17, 2026 | David M. Sable | Director | Sell | unplanned | 5,779 | $17.23 | $99.6K | Jul 21 |
| Jul 7, 2026 | Noel Joseph Spiegel | Director | Sell | unplanned | 2,892 | $16.78 | $48.5K | Jul 9 |
| Jul 7, 2026 | Beth M Henke | General Counsel | Tax | tax withholding | 634 | $16.52 | $10.5K | Jul 9 |
| Jul 7, 2026 | Cary D Mcmillan | Director | Sell | unplanned | 2,892 | $16.77 | $48.5K | Jul 9 |
| Apr 6, 2026 | Noel Joseph Spiegel | Director | Sell | unplanned | 2,887 | $17.32 | $50K | Apr 8 |
| Apr 6, 2026 | Cary D Mcmillan | Director | Sell | unplanned | 2,887 | $17.23 | $49.7K | Apr 8 |
| Apr 2, 2026 | Marisa Baldwin | EVP | Tax | tax withholding | 4,201 | $16.84 | $70.7K | Apr 6 |
| Apr 2, 2026 | Jennifer M. Foyle | President | Tax | tax withholding | 22,591 | $16.84 | $380.4K | Apr 6 |
| Apr 2, 2026 | Beth M Henke | General Counsel | Tax | tax withholding | 1,911 | $16.84 | $32.2K | Apr 6 |
| Apr 2, 2026 | James H Jr Keefer | SVP | Tax | tax withholding | 1,785 | $16.84 | $30.1K | Apr 6 |
| Apr 2, 2026 | Michael A. Mathias | CFO | Tax | tax withholding | 6,913 | $16.84 | $116.4K | Apr 6 |
| Apr 2, 2026 | Jay L Schottenstein | CEO | Tax | tax withholding | 31,610 | $16.84 | $532.3K | Apr 6 |
| Mar 30, 2026 | Marisa Baldwin | EVP | Tax | tax withholding | 2,113 | $16.09 | $34K | Apr 1 |
| Mar 30, 2026 | Jennifer M. Foyle | President | Tax | tax withholding | 12,809 | $16.09 | $206.1K | Apr 1 |
| Mar 30, 2026 | Beth M Henke | General Counsel | Tax | tax withholding | 1,262 | $16.09 | $20.3K | Apr 1 |
| Mar 30, 2026 | James H Jr Keefer | SVP | Tax | tax withholding | 1,179 | $16.09 | $19K | Apr 1 |
| Mar 30, 2026 | Michael A. Mathias | CFO | Tax | tax withholding | 3,904 | $16.09 | $62.8K | Apr 1 |
| Mar 30, 2026 | Jay L Schottenstein | CEO | Tax | tax withholding | 18,229 | $16.09 | $293.3K | Apr 1 |
| Feb 5, 2026 | Marisa Baldwin | EVP | Tax | tax withholding | 13,129 | $23.09 | $303.1K | Feb 9 |
| Feb 5, 2026 | Jennifer M. Foyle | President | Tax | tax withholding | 104,218 | $23.09 | $2.4M | Feb 9 |
| Feb 5, 2026 | Beth M Henke | General Counsel | Tax | tax withholding | 4,636 | $23.09 | $107K | Feb 9 |
| Feb 5, 2026 | James H Jr Keefer | SVP | Tax | tax withholding | 4,408 | $23.09 | $101.8K | Feb 9 |
| Feb 5, 2026 | Michael A. Mathias | CFO | Tax | tax withholding | 27,425 | $23.09 | $633.2K | Feb 9 |
| Feb 5, 2026 | Jay L Schottenstein | CEO | Tax | tax withholding | 151,081 | $23.09 | $3.5M | Feb 9 |
| Jan 22, 2026 | Jay L Schottenstein | CEO | Sell | unplanned | 1,048,579 | $25.57 | $26.8M | Jan 22 |
| Jan 21, 2026 | Noel Joseph Spiegel | Director | Sell | unplanned | 1,896 | $25.66 | $48.7K | Jan 23 |
| Jan 14, 2026 | Cary D Mcmillan | Director | Sell | unplanned | 1,896 | $26.21 | $49.7K | Jan 15 |
| Dec 9, 2025 | James H Jr Keefer | SVP | Sell | unplanned | 5,741.531 | $23.49 | $134.9K | Dec 11 |
| Dec 8, 2025 | Marisa Baldwin | EVP | Sell | unplanned | 61,319 | $22.41 | $1.4M | Dec 10 |
| Dec 5, 2025 | Jennifer M. Foyle | President | Sell | unplanned | 243,047 | $24.30 | $5.9M | Dec 9 |
| Dec 5, 2025 | Michael A. Mathias | CFO | Sell | unplanned | 186,580 | $24.05 | $4.5M | Dec 9 |
| Oct 3, 2025 | Cary D Mcmillan | Director | Sell | unplanned | 2,945 | $16.95 | $49.9K | Oct 7 |
| Sep 18, 2025 | James H Jr Keefer | SVP | Sell | unplanned | 12,337.236 | $19.75 | $243.7K | Sep 22 |
| Sep 16, 2025 | Michael A. Mathias | CFO | Sell | unplanned | 40,471 | $20.00 | $809.4K | Sep 17 |
| Sep 11, 2025 | David M. Sable | Director | Sell | unplanned | 5,000 | $19.22 | $96.1K | Sep 12 |
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 |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 425,644 | $7.3M | 0.03% | -35% | Q2 2026 |
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