EOSE
Reddit attention is surging
- EOSE +1.03% on the last session vs SPY +0.04%: +1.0 pts of stock-specific move.
- 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.
- Activity: volume on pace for 1.7× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 16, 2026 | Joe Mastrangelo | CEO | Sell | 10b5-1 plan | 250,000 | $3.92 | $980K | Sep 16 |
| Sep 16, 2026 | Sumeet Puri | CAO | Sell | 10b5-1 plan | 43,750 | $3.92 | $171.5K | Sep 16 |
| Sep 14, 2026 | Haiyan Song | Director | Buy | open-market buy | 15,000 | $3.91 | $58.7K | Sep 15 |
| Sep 9, 2026 | Sumeet Puri | CAO | Sell | 10b5-1 plan | 34,167 | $4.13 | $141.1K | Sep 9 |
| Jul 28, 2026 | Nathan Kroeker | Chief Commercial Officer | Sell | 10b5-1 plan | 110,417 | $3.36 | $371K | Jul 28 |
| Jul 28, 2026 | Sumeet Puri | CAO | Sell | 10b5-1 plan | 29,167 | $3.36 | $98K | Jul 28 |
| Jul 27, 2026 | Joe Mastrangelo | CEO | Sell | unplanned | 159,154 | $3.61 | $574.5K | Jul 28 |
| Jul 7, 2026 | Nathan Kroeker | CFO | Sell | 10b5-1 plan | 79,309 | $4.68 | $371.2K | Jul 7 |
| Jul 6, 2026 | Joe Mastrangelo | CEO | Tax | tax withholding | 121,245 | $5.06 | $613.5K | Jul 7 |
| Jun 30, 2026 | Joe Mastrangelo | CEO | Tax | tax withholding | 60,703 | $6.09 | $369.7K | Jun 30 |
| Jun 30, 2026 | Nathan Kroeker | CFO | Sell | 10b5-1 plan | 35,289 | $5.86 | $206.8K | Jun 30 |
| Jun 30, 2026 | Michael W Silberman | General Counsel | Sell | 10b5-1 plan | 14,998 | $5.87 | $88K | Jun 30 |
| Jun 30, 2026 | Michelle Buczkowski | Chief Administration Off | Sell | 10b5-1 plan | 11,469 | $5.87 | $67.3K | Jun 30 |
| Jun 30, 2026 | Sumeet Puri | CAO | Sell | 10b5-1 plan | 8,823 | $5.86 | $51.7K | Jun 30 |
| Jun 12, 2026 | Joe Mastrangelo | CEO | Tax | tax withholding | 116,646 | $6.06 | $706.9K | Jun 15 |
| May 28, 2026 | Marian Walters | Director | Sell | unplanned | 30,000 | $9.18 | $275.4K | May 29 |
| May 20, 2026 | Marian Walters | Director | Sell | unplanned | 22,319 | $7.20 | $160.7K | May 22 |
| May 19, 2026 | Marian Walters | Director | Sell | unplanned | 7,681 | $7.07 | $54.3K | May 19 |
| Mar 9, 2026 | David Urban | Director | Buy | open-market buy | 16,250 | $6.16 | $100.1K | Mar 10 |
| Mar 4, 2026 | Joe Mastrangelo | CEO | Buy | open-market buy | 23,900 | $6.58 | $157.3K | Mar 5 |
| Mar 2, 2026 | Joe Mastrangelo | CEO | Buy | open-market buy | 60,000 | $5.75 | $345K | Mar 3 |
| Mar 2, 2026 | Alexander Dimitrief | Director | Buy | open-market buy | 15,000 | $6.04 | $90.6K | Mar 4 |
| Jan 26, 2026 | Nathan Kroeker | CFO | Sell | 10b5-1 plan | 50,000 | $16.04 | $802K | Jan 26 |
| Jan 23, 2026 | Michael W Silberman | General Counsel | Sell | 10b5-1 plan | 41,667 | $17.74 | $739.2K | Jan 23 |
| Dec 8, 2025 | Russell Monoki Stidolph | Director | Tax | tax withholding | 60,304 | $14.85 | $895.2K | Dec 8 |
| Dec 8, 2025 | Russell Monoki Stidolph | Director | Sell | unplanned | 766,134 | $14.97 | $11.5M | Dec 8 |
| Dec 5, 2025 | Jeffrey S Bornstein | Director | Sell | unplanned | 40,328 | $15.19 | $612.5K | Dec 8 |
| Dec 5, 2025 | Alexander Dimitrief | Director | Tax | tax withholding | 17,704 | $15.03 | $266.1K | Dec 8 |
| Dec 4, 2025 | Marian Walters | Director | Sell | unplanned | 50,000 | $15.81 | $790.5K | Dec 8 |
| Dec 4, 2025 | Marian Walters | Director | Tax | tax withholding | 16,933 | $15.75 | $266.7K | Dec 8 |
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) | 633,125 | $3.7M | 0.02% | 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