GS
Analyst cuts weighing on the stock
- GS −1.81% on the last session vs SPY −0.29%: −1.5 pts of stock-specific move.
- Reported 3Q2026 Oct 13 before the open: EPS $17.01 vs $13.09 expected (beat, +$3.92, +30.0%); revenue $18.7B (+10.6% beat). The stock moved -0.2% on Tue's session (-0.2 pts vs SPY).
- Guidance: GS reported Q3 2026 results but provided no forward guidance for upcoming quarters or fiscal year. (release)
- Not a group move: its big banks peers -0.8% (-0.5 pts vs SPY).
- Aftermath, rsi oversold (RSI 28 today so far, below 30): After its 9 oversold readings in the past 5 years, GS was higher a month later 8 times out of 9; half the outcomes fell between +0.5% and +13.1%. History, not a forecast.
- 1 Reddit mentions in the past 24 hours, 65% positive over the week · today's pace is 2.0× its recent daily average.
- 6 analyst actions in the past 10 days (0 positive, 5 negative); latest: Citigroup maintained Neutral, lowered target $1,050 → $1,000.
- 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.
- Activity: volume on pace for 2.1× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 28, 2026 | Ericka T Leslie | Chief Administrative Off | Sell | unplanned | 600 | $1,033.80 | $620.3K | Sep 1 |
| Aug 6, 2026 | Goldman Sachs Group Inc | Insider | Buy | open-market buy | 585,000 | $17.58 | $10.3M | Aug 13 |
| Aug 5, 2026 | Goldman Sachs Group Inc | Insider | Sell | unplanned | 105,807 | $21.28 | $2.3M | Aug 13 |
| Aug 4, 2026 | Ericka T Leslie | Chief Administrative Off | Sell | unplanned | 175 | $1,053.97 | $184.4K | Aug 6 |
| Jul 15, 2026 | Ericka T Leslie | Chief Administrative Off | Sell | unplanned | 250 | $1,151.80 | $288K | Jul 17 |
| Jun 15, 2026 | Goldman Sachs Group Inc | 10% owner | Sell | unplanned | 48 | $9.90 | $475 | Jun 17 |
| May 14, 2026 | Denis P. Coleman | CFO | Sell | unplanned | 6,857 | $973.55 | $6.7M | May 18 |
| May 6, 2026 | Kathryn H. Ruemmler | General Counsel | Sell | unplanned | 14,292 | $939.07 | $13.4M | May 8 |
| May 1, 2026 | Kathryn H. Ruemmler | General Counsel | Sell | unplanned | 683 | $929.61 | $634.9K | May 5 |
| May 1, 2026 | Sheara J Fredman | CAO | Sell | unplanned | 10,301 | $929.17 | $9.6M | May 5 |
| May 1, 2026 | David M Solomon | CEO | Sell | unplanned | 3,470 | $930.70 | $3.2M | May 5 |
| Apr 28, 2026 | Kathryn H. Ruemmler | General Counsel | Tax | tax withholding | 14,972 | $937.81 | $14M | Apr 30 |
| Apr 28, 2026 | Sheara J Fredman | CAO | Tax | tax withholding | 7,843 | $937.81 | $7.4M | Apr 30 |
| Apr 28, 2026 | John F.w. Rogers | President | Tax | tax withholding | 11,105 | $937.81 | $10.4M | Apr 30 |
| Apr 28, 2026 | Denis P. Coleman | CFO | Tax | tax withholding | 10,621 | $937.81 | $10M | Apr 30 |
| Apr 28, 2026 | John E. Waldron | COO | Tax | tax withholding | 15,178 | $937.81 | $14.2M | Apr 30 |
| Apr 28, 2026 | David M Solomon | CEO | Tax | tax withholding | 18,812 | $937.81 | $17.6M | Apr 30 |
| Apr 23, 2026 | Alex S Golten | CHIEF RISK OFFICER | Sell | unplanned | 1,116 | $936.18 | $1M | Apr 24 |
| Apr 20, 2026 | Goldman Sachs Group Inc | 10% owner | Sell | unplanned | 9,964 | $0.51 | $5.1K | Apr 22 |
| Apr 20, 2026 | Goldman Sachs Group Inc | 10% owner | Buy | open-market buy | 10,006 | $0.55 | $5.5K | Apr 22 |
| Apr 17, 2026 | Alex S Golten | CHIEF RISK OFFICER | Sell | unplanned | 1,115 | $919.19 | $1M | Apr 21 |
| Apr 7, 2026 | Goldman Sachs Group Inc | 10% owner | Buy | open-market buy | 594,553 | $5.69 | $3.4M | Apr 9 |
| Feb 11, 2026 | John F.w. Rogers | President | Sell | unplanned | 15,855 | $959.37 | $15.2M | Feb 13 |
| Feb 9, 2026 | Alex S Golten | CHIEF RISK OFFICER | Sell | unplanned | 2,292 | $935.01 | $2.1M | Feb 11 |
| Feb 9, 2026 | Denis P. Coleman | CFO | Sell | unplanned | 11,623 | $941.57 | $10.9M | Feb 11 |
| Jan 29, 2026 | David M Solomon | CEO | Sell | unplanned | 272 | $938.92 | $255.4K | Jan 29 |
| Jan 29, 2026 | Goldman Sachs Group Inc | 10% owner | Sell | unplanned | 1,666,666 | $9.00 | $15M | Feb 2 |
| Jan 29, 2026 | Goldman Sachs Group Inc | 10% owner | Sell | unplanned | 1,666,666 | $9.00 | $15M | Feb 2 |
| Jan 27, 2026 | Carey Halio | Global Treasurer | Sell | unplanned | 2,846 | $927.17 | $2.6M | Jan 29 |
| Jan 27, 2026 | Denis P. Coleman | CFO | Tax | tax withholding | 12,973 | $931.86 | $12.1M | Jan 29 |
| Jan 23, 2026 | Carey Halio | Global Treasurer | Sell | unplanned | 1,757 | $920.62 | $1.6M | Jan 27 |
| Jan 23, 2026 | Carey Halio | Global Treasurer | Tax | tax withholding | 1,966 | $954.65 | $1.9M | Jan 27 |
| Jan 23, 2026 | Alex S Golten | CHIEF RISK OFFICER | Tax | tax withholding | 2,904 | $954.65 | $2.8M | Jan 27 |
| Jan 23, 2026 | Sheara J Fredman | CAO | Sell | unplanned | 4,863 | $923.75 | $4.5M | Jan 27 |
| Jan 23, 2026 | Denis P. Coleman | CFO | Tax | tax withholding | 2,467 | $954.65 | $2.4M | Jan 27 |
| Jan 23, 2026 | Kathryn H. Ruemmler | General Counsel | Sell | unplanned | 9,589 | $927.51 | $8.9M | Jan 27 |
| Jan 16, 2026 | David A Viniar | Director | Sell | unplanned | 64,796 | $965.00 | $62.5M | Jan 21 |
| Jan 16, 2026 | David A Viniar | Director | Sell | unplanned | 3,390 | $971.13 | $3.3M | Jan 21 |
| Dec 9, 2025 | Goldman Sachs Group Inc | 10% owner | Buy | open-market buy | 4,328 | $10.81 | $46.8K | Feb 26 |
| Dec 9, 2025 | Goldman Sachs Group Inc | 10% owner | Sell | unplanned | 4,872 | $10.82 | $52.7K | Feb 26 |
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 3, 2026 | Michael Rulli | House | Buy | $1K–$15K | Oct 2 |
| Aug 26, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 10 |
| Apr 16, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | May 19 |
| Apr 9, 2026 | Josh Gottheimer | House | Sell | $15K–$50K | May 19 |
| Mar 30, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| 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 | $15K–$50K | Apr 21 |
| Feb 4, 2026 | Markwayne Mullin | Senate | Sell | $15K–$50K | Mar 2 |
| Jan 23, 2026 | David H McCormick | Senate | Sell | $1M–$5M | Feb 22 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $15K–$50K | Jan 16 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Dec 18, 2025 | Markwayne Mullin | Senate | Sell | $15K–$50K | Jan 13 |
| Dec 17, 2025 | Steve Cohen | House | Sell | $15K–$50K | Jan 14 |
| Dec 17, 2025 | Steve Cohen | House | Sell | $15K–$50K | Jan 14 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Nov 11, 2025 | Rafael E Cruz | Senate | Sell | $100K–$250K | Nov 12 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q1 2026 | 27,500 | $24.2M | May 15 | |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q4 2025 | 27,500 | $24.2M | 0.6% | Feb 17 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Trimmed | 13F, Q3 2025 | 11,400 | $9.1M | 0.2% | Nov 14 |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q3 2025 | 42,000 | $29.7M | 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