CSCO
Moving with its group (XLK -2.2%)
- CSCO −2.97% on the last session vs SPY −0.25%: −2.7 pts of stock-specific move.
- The tech sector ETF (XLK) -2.2% (-1.9 pts vs SPY): the stock moved with its group.
- Aftermath, big drop (-3.0% today so far, past its big-drop line of -1.7%): After its 64 big drops in the past 5 years, CSCO was higher a week later 41 times out of 64; half the outcomes fell between -0.7% and +3.2%. History, not a forecast.
- 2 insider or congressional trades in the past 30 days.
- 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
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
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $15K–$50K | Oct 7 |
| Sep 8, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Jul 30, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Aug 14 |
| Jul 21, 2026 | Shelley M Capito | Senate | Sell | $1K–$15K | Aug 4 |
| Jun 12, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Jul 9 |
| Jun 12, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Jul 9 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $15K–$50K | Jul 21 |
| Mar 19, 2026 | Maria Elvira Salazar | House | Buy | $15K–$50K | Apr 21 |
| Mar 19, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | Apr 21 |
| Feb 2, 2026 | Julia Letlow | House | Buy | $1K–$15K | Mar 12 |
| Jan 9, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Nov 5, 2025 | Richard Dean McCormick | House | Buy | $1K–$15K | Dec 9 |
| Oct 28, 2025 | Linda T. Sanchez | House | Sell | $1K–$15K | Jan 9 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $15K–$50K | Nov 22 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
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
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Sold out | 13F, Q2 2026 | 822,892 | $63.8M | Aug 14 | |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q1 2026 | 360,625 | $28M | 0.3% | May 15 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 1,324,221 | $102M | 0.1% | Feb 13 |
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