CTVA
Underperforming without a clear catalyst yet
- CTVA −4.44% on the last session vs SPY −0.29%: −4.1 pts of stock-specific move.
- Aftermath, big drop (-4.4% today so far, past its big-drop line of -1.5%): After its 62 big drops in the past 5 years, CTVA was higher a day later 25 times out of 62; half the outcomes fell between -0.7% and +0.8%. History, not a forecast.
- 2 analyst actions in the past 10 days (2 positive, 0 negative); latest: Keybanc upgraded to Overweight, target $17.00.
- 1 insider or congressional trade 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
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 16, 2026 | David Paul Johnson | CFO | Tax | tax withholding | 8,517 | $81.01 | $690K | Sep 17 |
| Sep 15, 2026 | Jennifer Amy Johnson | General Counsel | Tax | tax withholding | 446 | $83.39 | $37.2K | Sep 17 |
| Apr 30, 2026 | Klaus A Engel | Director | Tax | tax withholding | 906 | $81.01 | $73.4K | May 4 |
| Apr 30, 2026 | Marcos M Lutz | Director | Tax | tax withholding | 906 | $81.01 | $73.4K | May 4 |
| Feb 28, 2026 | Charles V. Magro | CEO | Tax | tax withholding | 4,958 | $80.12 | $397.2K | Mar 2 |
| Feb 28, 2026 | Robert D. King | EVP | Tax | tax withholding | 574 | $80.12 | $46K | Mar 2 |
| Feb 28, 2026 | Judd M O'Connor | EVP | Tax | tax withholding | 188 | $80.12 | $15.1K | Mar 2 |
| Feb 28, 2026 | Samuel R Eathington | See Remarks | Tax | tax withholding | 471 | $80.12 | $37.7K | Mar 2 |
| Feb 28, 2026 | Audrey Grimm | SVP | Tax | tax withholding | 285 | $80.12 | $22.8K | Mar 2 |
| Feb 28, 2026 | Brian Titus | See Remarks | Tax | tax withholding | 111 | $80.12 | $8.9K | Mar 2 |
| Feb 20, 2026 | Charles V. Magro | CEO | Tax | tax withholding | 6,026 | $76.31 | $459.8K | Feb 24 |
| Feb 20, 2026 | Robert D. King | EVP | Tax | tax withholding | 576 | $76.31 | $44K | Feb 24 |
| Feb 20, 2026 | Samuel R Eathington | See Remarks | Tax | tax withholding | 572 | $76.31 | $43.6K | Feb 24 |
| Feb 20, 2026 | Audrey Grimm | SVP | Tax | tax withholding | 387 | $76.31 | $29.5K | Feb 24 |
| Feb 20, 2026 | Judd M O'Connor | EVP | Tax | tax withholding | 247 | $76.31 | $18.8K | Feb 24 |
| Feb 20, 2026 | Brian Titus | See Remarks | Sell | unplanned | 8,311 | $76.55 | $636.2K | Feb 24 |
| Feb 20, 2026 | Brian Titus | See Remarks | Tax | tax withholding | 132 | $76.31 | $10.1K | Feb 24 |
| Feb 18, 2026 | Charles V. Magro | CEO | Tax | tax withholding | 5,319 | $76.59 | $407.4K | Feb 20 |
| Feb 18, 2026 | Robert D. King | EVP | Tax | tax withholding | 526 | $76.59 | $40.3K | Feb 20 |
| Feb 18, 2026 | Judd M O'Connor | EVP | Tax | tax withholding | 352 | $76.59 | $27K | Feb 20 |
| Feb 18, 2026 | David Paul Johnson | CFO | Tax | tax withholding | 704 | $76.59 | $53.9K | Feb 20 |
| Feb 18, 2026 | Samuel R Eathington | See Remarks | Tax | tax withholding | 524 | $76.59 | $40.1K | Feb 20 |
| Feb 18, 2026 | Audrey Grimm | SVP | Tax | tax withholding | 399 | $76.59 | $30.6K | Feb 20 |
| Feb 18, 2026 | Brian Titus | See Remarks | Tax | tax withholding | 113 | $76.59 | $8.7K | Feb 20 |
| Jan 27, 2026 | Charles V. Magro | CEO | Tax | tax withholding | 23,562 | $73.00 | $1.7M | Jan 29 |
| Jan 27, 2026 | Robert D. King | EVP | Tax | tax withholding | 2,551 | $73.00 | $186.2K | Jan 29 |
| Jan 27, 2026 | Samuel R Eathington | See Remarks | Tax | tax withholding | 2,520 | $73.00 | $184K | Jan 29 |
| Jan 27, 2026 | Judd M O'Connor | EVP | Tax | tax withholding | 1,138 | $73.00 | $83.1K | Jan 29 |
| Jan 27, 2026 | Audrey Grimm | SVP | Tax | tax withholding | 1,563 | $73.00 | $114.1K | Jan 29 |
| Jan 27, 2026 | Brian Titus | See Remarks | Tax | tax withholding | 639 | $73.00 | $46.6K | Jan 29 |
| Sep 16, 2025 | David Paul Johnson | CFO | Tax | tax withholding | 6,754 | $69.88 | $472K | Sep 18 |
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 17, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Oct 12 |
| Apr 23, 2026 | Gary C Peters | Senate | Sell | $15K–$50K | May 11 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
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) | 243,050 | $20.6M | 0.08% | new | 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