FICO
Outperforming without a clear catalyst yet
- FICO +3.88% on the last session vs SPY −0.29%: +4.2 pts of stock-specific move.
- Aftermath, big gain (+3.9% today so far, past its big-gain line of +3.3%): After its 67 big gains in the past 5 years, FICO was higher a month later 43 times out of 67; half the outcomes fell between -5.8% and +9.3%. History, not a forecast.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: Wells Fargo maintained Overweight, lowered target $950 → $800.
- 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 |
|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | Eva Manolis | Director | Sell | 10b5-1 plan | 967 | $1,400.00 | $1.4M | Jul 31 |
| Jul 5, 2026 | Nikhil Behl | President | Tax | tax withholding | 124 | $1,270.83 | $157.6K | Jul 7 |
| Jun 5, 2026 | William J Lansing | CEO | Tax | tax withholding | 236 | $1,137.33 | $268.4K | Jun 8 |
| May 23, 2026 | Nikhil Behl | President | Tax | tax withholding | 998 | $1,239.91 | $1.2M | May 27 |
| May 15, 2026 | Steven P. Weber | CFO | Tax | tax withholding | 310 | $1,098.59 | $340.6K | May 19 |
| Feb 25, 2026 | Eva Manolis | Director | Sell | 10b5-1 plan | 520 | $1,227.63 | $638.4K | Feb 27 |
| Feb 13, 2026 | Joanna Rees | Director | Sell | unplanned | 358 | $1,360.00 | $486.9K | Feb 18 |
| Jan 9, 2026 | Steven P. Weber | CFO | Tax | tax withholding | 141 | $1,665.53 | $234.8K | Jan 13 |
| Dec 17, 2025 | Steven P. Weber | CFO | Sell | unplanned | 1,426 | $1,810.00 | $2.6M | Dec 19 |
| Dec 12, 2025 | Eva Manolis | Director | Sell | 10b5-1 plan | 521 | $1,825.83 | $951.3K | Dec 16 |
| Dec 10, 2025 | Nikhil Behl | President | Tax | tax withholding | 1,664 | $1,751.77 | $2.9M | Dec 11 |
| Dec 10, 2025 | Thomas A. Bowers | President | Tax | tax withholding | 2,667 | $1,751.74 | $4.7M | Dec 11 |
| Dec 10, 2025 | Richard Deal | President | Tax | tax withholding | 3,583 | $1,751.75 | $6.3M | Dec 11 |
| Dec 10, 2025 | William J Lansing | CEO | Tax | tax withholding | 17,769 | $1,751.73 | $31.1M | Dec 11 |
| Dec 10, 2025 | Michael S Leonard | President | Tax | tax withholding | 625 | $1,751.78 | $1.1M | Dec 11 |
| Dec 10, 2025 | Mark R Scadina | EVP | Tax | tax withholding | 4,434 | $1,751.75 | $7.8M | Dec 11 |
| Dec 10, 2025 | Steven P. Weber | CFO | Tax | tax withholding | 2,106 | $1,751.71 | $3.7M | Dec 11 |
| Dec 4, 2025 | Braden R Kelly | Director | Tax | tax withholding | 203 | $1,771.87 | $359.7K | Dec 8 |
| Nov 26, 2025 | Marc F Mcmorris | Director | Sell | unplanned | 240 | $1,809.53 | $434.3K | Dec 1 |
| Nov 10, 2025 | William J Lansing | CEO | Sell | unplanned | 2,400 | $1,732.88 | $4.2M | Nov 12 |
| Oct 14, 2025 | William J Lansing | CEO | Sell | 10b5-1 plan | 4,942 | $1,631.34 | $8.1M | Oct 16 |
| Oct 14, 2025 | William J Lansing | CEO | Sell | 10b5-1 plan | 1,069 | $1,650.17 | $1.8M | Oct 16 |
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 |
|---|---|---|---|---|---|
| Apr 14, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | May 8 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Feb 10, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Feb 4, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Mar 16 |
| Dec 19, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
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 |
|---|---|---|---|---|---|
| Fundsmith (Terry Smith) | 17,953 | $21.4M | 0.16% | 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