Moving with its group (XLY +1.0%)
- DKNG +1.80% on the last session vs SPY −0.25%: +2.1 pts of stock-specific move.
- The consumer discretionary ETF (XLY) +1.0% (+1.3 pts vs SPY): the stock moved with its group.
- 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 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 646 | $19.35 | $12.5K | Oct 2 |
| Sep 1, 2026 | Jason Robins | Director | Tax | tax withholding | 61,197 | $23.44 | $1.4M | Sep 3 |
| Sep 1, 2026 | Paul Liberman | Director | Tax | tax withholding | 35,230 | $23.44 | $825.8K | Sep 3 |
| Sep 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 15,193 | $23.44 | $356.1K | Sep 3 |
| Sep 1, 2026 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 13,589 | $23.44 | $318.5K | Sep 3 |
| Aug 19, 2026 | Jocelyn Moore | Director | Sell | 10b5-1 plan | 10,759 | $24.05 | $258.8K | Aug 20 |
| Aug 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 646 | $23.48 | $15.2K | Aug 4 |
| Aug 1, 2026 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 2,084 | $23.48 | $48.9K | Aug 4 |
| Jul 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 646 | $25.77 | $16.6K | Jul 2 |
| Jun 11, 2026 | R Stanton Dodge | General Counsel | Sell | 10b5-1 plan | 62,500 | $29.68 | $1.9M | Jun 12 |
| Jun 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 15,193 | $26.33 | $400K | Jun 2 |
| Jun 1, 2026 | Paul Liberman | Director | Tax | tax withholding | 35,230 | $26.33 | $927.6K | Jun 2 |
| Jun 1, 2026 | Jason Robins | Director | Tax | tax withholding | 61,197 | $26.33 | $1.6M | Jun 2 |
| Jun 1, 2026 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 13,558 | $26.33 | $357K | Jun 2 |
| May 20, 2026 | Erik Bradbury | CAO | Sell | 10b5-1 plan | 862 | $25.33 | $21.8K | May 22 |
| May 18, 2026 | Woodrow Levin | Director | Sell | unplanned | 34,234 | $25.71 | $880.2K | May 19 |
| May 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 646 | $23.00 | $14.9K | May 5 |
| May 1, 2026 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 1,438 | $23.00 | $33.1K | May 5 |
| Apr 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 646 | $22.16 | $14.3K | Apr 2 |
| Mar 13, 2026 | Jocelyn Moore | Director | Sell | 10b5-1 plan | 2,150 | $25.60 | $55K | Mar 16 |
| Mar 11, 2026 | Paul Liberman | Director | Sell | 10b5-1 plan | 484,417 | $25.16 | $12.2M | Mar 12 |
| Mar 3, 2026 | Erik Bradbury | CAO | Sell | 10b5-1 plan | 2,883 | $24.56 | $70.8K | Mar 3 |
| Mar 1, 2026 | Jason Robins | Director | Tax | tax withholding | 32,838 | $23.84 | $782.9K | Mar 3 |
| Mar 1, 2026 | Paul Liberman | Director | Tax | tax withholding | 19,176 | $23.84 | $457.2K | Mar 3 |
| Mar 1, 2026 | Erik Bradbury | CAO | Tax | tax withholding | 3,730 | $23.84 | $88.9K | Mar 3 |
| Mar 1, 2026 | Matthew Kalish | Director | Tax | tax withholding | 19,176 | $23.84 | $457.2K | Mar 3 |
| Mar 1, 2026 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 2,875 | $23.84 | $68.5K | Mar 3 |
| Mar 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 9,477 | $23.84 | $225.9K | Mar 3 |
| Feb 19, 2026 | Erik Bradbury | CAO | Sell | 10b5-1 plan | 7,268 | $22.50 | $163.5K | Feb 20 |
| Feb 17, 2026 | Harry Sloan | Director | Buy | open-market buy | 100,000 | $21.85 | $2.2M | Feb 18 |
| Feb 13, 2026 | Paul Liberman | Director | Tax | tax withholding | 22,273 | $21.76 | $484.7K | Feb 18 |
| Feb 13, 2026 | Jason Robins | Director | Tax | tax withholding | 42,301 | $21.76 | $920.5K | Feb 18 |
| Feb 13, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 11,258 | $21.76 | $245K | Feb 18 |
| Feb 13, 2026 | Matthew Kalish | Director | Tax | tax withholding | 22,273 | $21.76 | $484.7K | Feb 18 |
| Feb 13, 2026 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 7,338 | $21.76 | $159.7K | Feb 18 |
| Feb 13, 2026 | Erik Bradbury | CAO | Tax | tax withholding | 20,677 | $21.76 | $449.9K | Feb 18 |
| Feb 9, 2026 | Jason Robins | Director | Tax | tax withholding | 11,793 | $27.22 | $321K | Feb 11 |
| Feb 9, 2026 | Paul Liberman | Director | Tax | tax withholding | 8,663 | $27.22 | $235.8K | Feb 11 |
| Feb 9, 2026 | Matthew Kalish | Director | Tax | tax withholding | 8,663 | $27.22 | $235.8K | Feb 11 |
| Feb 9, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 6,193 | $27.22 | $168.6K | Feb 11 |
| Feb 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 354 | $27.51 | $9.7K | Feb 3 |
| Feb 1, 2026 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 1,494 | $27.51 | $41.1K | Feb 3 |
| Jan 20, 2026 | R Stanton Dodge | General Counsel | Sell | 10b5-1 plan | 52,777 | $32.01 | $1.7M | Jan 22 |
| Jan 1, 2026 | R Stanton Dodge | General Counsel | Tax | tax withholding | 279 | $34.46 | $9.6K | Jan 5 |
| Dec 10, 2025 | Matthew Kalish | Director | Tax | tax withholding | 1,449,984 | $34.63 | $50.2M | Dec 11 |
| Dec 1, 2025 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 4,735 | $33.87 | $160.4K | Dec 2 |
| Dec 1, 2025 | R Stanton Dodge | General Counsel | Sell | 10b5-1 plan | 52,777 | $33.84 | $1.8M | Dec 2 |
| Dec 1, 2025 | R Stanton Dodge | General Counsel | Tax | tax withholding | 9,477 | $33.87 | $321K | Dec 2 |
| Dec 1, 2025 | Matthew Kalish | Director | Tax | tax withholding | 19,177 | $33.87 | $649.5K | Dec 2 |
| Dec 1, 2025 | Paul Liberman | Director | Tax | tax withholding | 19,177 | $33.87 | $649.5K | Dec 2 |
| Dec 1, 2025 | Jason Robins | Director | Tax | tax withholding | 32,837 | $33.87 | $1.1M | Dec 2 |
| Dec 1, 2025 | Erik Bradbury | CAO | Tax | tax withholding | 1,770 | $33.87 | $59.9K | Dec 2 |
| Nov 14, 2025 | Alan Wayne Ellingson | CFO | Sell | 10b5-1 plan | 8,421 | $29.23 | $246.1K | Nov 14 |
| Nov 11, 2025 | Gregory Westin Wendt | Director | Buy | open-market buy | 10,000 | $30.27 | $302.7K | Nov 12 |
| Nov 11, 2025 | Harry Sloan | Director | Buy | open-market buy | 25,000 | $30.30 | $757.5K | Nov 12 |
| Nov 9, 2025 | Matthew Kalish | Director | Tax | tax withholding | 13,687 | $30.40 | $416.1K | Nov 10 |
| Nov 9, 2025 | Paul Liberman | Director | Tax | tax withholding | 13,687 | $30.40 | $416.1K | Nov 12 |
| Nov 9, 2025 | R Stanton Dodge | General Counsel | Tax | tax withholding | 6,193 | $30.40 | $188.3K | Nov 12 |
| Nov 9, 2025 | Jason Robins | Director | Tax | tax withholding | 18,478 | $30.40 | $561.7K | Nov 12 |
| Nov 6, 2025 | R Stanton Dodge | General Counsel | Sell | 10b5-1 plan | 52,777 | $29.00 | $1.5M | Nov 7 |
| Nov 1, 2025 | R Stanton Dodge | General Counsel | Tax | tax withholding | 354 | $30.59 | $10.8K | Nov 4 |
| Nov 1, 2025 | Alan Wayne Ellingson | CFO | Tax | tax withholding | 2,084 | $30.59 | $63.7K | Nov 4 |
| Oct 17, 2025 | R Stanton Dodge | General Counsel | Sell | 10b5-1 plan | 52,777 | $34.57 | $1.8M | Oct 22 |
| Oct 1, 2025 | R Stanton Dodge | General Counsel | Tax | tax withholding | 354 | $35.16 | $12.4K | Oct 3 |
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) | 299,841 | $7.6M | 0.03% | -24% | Q2 2026 |
| ARK Invest (Cathie Wood) | 1,728 | $32.7K | ARKW 0.0% | — | Oct 15 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q1 2026 | 19,119,912 | $658.9M | May 15 | |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q4 2025 | 4,116,561 | $141.9M | 1.7% | Feb 17 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q3 2025 | 15,003,351 | $561.1M | 1.5% | Nov 14 |
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