HD
Home Depot, Inc. (The) · Consumer Cyclical · Home Improvement Retail
$308.12
+4.27% today · +4.28% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Outperforming without a clear catalyst yet
- HD +4.27% on the last session vs SPY −0.29%: +4.6 pts of stock-specific move.
- Aftermath, big gain (+4.3% today so far, past its big-gain line of +1.9%): After its 67 big gains in the past 5 years, HD was higher a week later 39 times out of 67; half the outcomes fell between -2.1% and +2.1%. History, not a forecast.
- 5 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 2.3× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
−$3.3M
unplanned net · 0 buys · 4 sells · 4 insiders
sales: 4 unplanned, 0 under a 10b5-1 plan (100% unplanned)
Congress · 3 months
≈−$253.5K
3 buys · 11 sells · 6 members
Congress · 1 year
≈−$297K
22 buys · 24 sells · 15 members
Fund moves · 3 months
≈+$499.5M
2 buys · 0 sells · 2 investors
Held by funds · now
≈$677.4M
2 investors · largest: Gates Foundation Trust
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 20, 2026 | Stephanie Smith | EVP | Tax | tax withholding | 130 | $299.98 | $39K | Sep 22 |
| Sep 20, 2026 | Richard V McPhail | CFO | Tax | tax withholding | 554 | $299.98 | $166.2K | Sep 22 |
| Sep 20, 2026 | John A. Deaton | EVP | Tax | tax withholding | 344 | $299.98 | $103.2K | Sep 22 |
| Sep 20, 2026 | Angie Brown | EVP | Tax | tax withholding | 96 | $299.98 | $28.8K | Sep 22 |
| Sep 20, 2026 | Jordan Broggi | EVP | Tax | tax withholding | 130 | $299.98 | $39K | Sep 22 |
| Sep 20, 2026 | Kimberly R Scardino | SVP | Tax | tax withholding | 81 | $299.98 | $24.3K | Sep 22 |
| Sep 10, 2026 | Kimberly R Scardino | SVP | Sell | unplanned | 675 | $305.95 | $206.5K | Sep 11 |
| Aug 28, 2026 | Teresa Wynn Roseborough | EVP | Sell | unplanned | 2,455 | $328.77 | $807.1K | Aug 31 |
| Aug 26, 2026 | Michael F. Rowe | EVP | Sell | unplanned | 710 | $336.76 | $239.1K | Aug 27 |
| Aug 19, 2026 | Richard V McPhail | CFO | Sell | unplanned | 5,989 | $348.40 | $2.1M | Aug 21 |
| Apr 3, 2026 | William D Bastek | EVP | Tax | tax withholding | 2,972 | $321.63 | $955.9K | Apr 6 |
| Mar 24, 2026 | Stephanie Smith | EVP | Tax | tax withholding | 109 | $330.91 | $36.1K | Mar 26 |
| Mar 24, 2026 | Kimberly R Scardino | SVP | Tax | tax withholding | 107 | $330.91 | $35.4K | Mar 26 |
| Mar 24, 2026 | Richard V McPhail | CFO | Tax | tax withholding | 514 | $330.91 | $170.1K | Mar 26 |
| Mar 24, 2026 | John A. Deaton | EVP | Tax | tax withholding | 155 | $330.91 | $51.3K | Mar 26 |
| Mar 24, 2026 | Angie Brown | EVP | Tax | tax withholding | 38 | $330.91 | $12.6K | Mar 26 |
| Mar 24, 2026 | Jordan Broggi | EVP | Tax | tax withholding | 126 | $330.91 | $41.7K | Mar 26 |
| Mar 24, 2026 | William D Bastek | EVP | Tax | tax withholding | 160 | $330.91 | $52.9K | Mar 26 |
| Mar 22, 2026 | Michael F. Rowe | EVP | Tax | tax withholding | 239 | $320.75 | $76.7K | Mar 24 |
| Mar 4, 2026 | John A. Deaton | EVP | Sell | unplanned | 1,793 | $369.00 | $661.6K | Mar 5 |
| Mar 4, 2026 | Richard V McPhail | CFO | Sell | unplanned | 2,550 | $368.89 | $940.7K | Mar 5 |
| Feb 26, 2026 | Stephanie Smith | EVP | Tax | tax withholding | 273 | $375.09 | $102.4K | Mar 2 |
| Feb 26, 2026 | Kimberly R Scardino | SVP | Tax | tax withholding | 268 | $375.09 | $100.5K | Mar 2 |
| Feb 26, 2026 | Michael F. Rowe | EVP | Tax | tax withholding | 226 | $375.09 | $84.8K | Mar 2 |
| Feb 26, 2026 | Teresa Wynn Roseborough | EVP | Tax | tax withholding | 1,724 | $375.09 | $646.7K | Mar 2 |
| Feb 26, 2026 | Richard V McPhail | CFO | Tax | tax withholding | 1,328 | $375.09 | $498.1K | Mar 2 |
| Feb 26, 2026 | John A. Deaton | EVP | Tax | tax withholding | 759 | $375.09 | $284.7K | Mar 2 |
| Feb 26, 2026 | Ann Marie Campbell | EVP | Tax | tax withholding | 3,173 | $375.09 | $1.2M | Mar 2 |
| Feb 26, 2026 | Angie Brown | EVP | Tax | tax withholding | 243 | $375.09 | $91.1K | Mar 2 |
| Feb 26, 2026 | Jordan Broggi | EVP | Tax | tax withholding | 280 | $375.09 | $105K | Mar 2 |
| Feb 26, 2026 | William D Bastek | EVP | Tax | tax withholding | 336 | $375.09 | $126K | Mar 2 |
| Feb 26, 2026 | Edward P. Decker | CEO | Tax | tax withholding | 10,206 | $375.09 | $3.8M | Mar 2 |
| Dec 26, 2025 | Teresa Wynn Roseborough | EVP | Sell | unplanned | 2,872 | $348.52 | $1M | Dec 30 |
| Dec 12, 2025 | Angie Brown | EVP | Sell | unplanned | 1,946 | $357.63 | $695.9K | Dec 15 |
| Dec 11, 2025 | Ann Marie Campbell | EVP | Sell | unplanned | 145 | $358.26 | $51.9K | Dec 12 |
| Nov 19, 2025 | Jordan Broggi | EVP | Tax | tax withholding | 89 | $334.50 | $29.8K | Nov 21 |
| Nov 19, 2025 | Richard V McPhail | CFO | Tax | tax withholding | 206 | $334.50 | $68.9K | Nov 21 |
| Sep 22, 2025 | William D Bastek | EVP | Tax | tax withholding | 201 | $412.00 | $82.8K | Sep 24 |
| Sep 22, 2025 | Richard V McPhail | CFO | Tax | tax withholding | 692 | $412.00 | $285.1K | Sep 24 |
| Sep 22, 2025 | Kimberly R Scardino | SVP | Tax | tax withholding | 147 | $412.00 | $60.6K | Sep 24 |
| Sep 22, 2025 | John A. Deaton | EVP | Tax | tax withholding | 455 | $412.00 | $187.5K | Sep 24 |
| Sep 22, 2025 | Jordan Broggi | EVP | Tax | tax withholding | 110 | $412.00 | $45.3K | Sep 24 |
| Sep 22, 2025 | Angie Brown | EVP | Tax | tax withholding | 94 | $412.00 | $38.7K | Sep 24 |
| Sep 22, 2025 | Stephanie Smith | EVP | Tax | tax withholding | 160 | $412.00 | $65.9K | Sep 24 |
| Sep 12, 2025 | William D Bastek | EVP | Sell | unplanned | 2,303 | $423.12 | $974.4K | Sep 15 |
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 |
|---|---|---|---|---|---|
| Oct 8, 2026 | Rick Larsen | House | Sell | $1K–$15K | Oct 12 |
| Sep 23, 2026 | Kevin Hern | House | Sell | $1K–$15K | Oct 13 |
| Sep 22, 2026 | David J. Taylor | House | Buy | $1K–$15K | Oct 1 |
| Sep 22, 2026 | David J. Taylor | House | Buy | $1K–$15K | Oct 1 |
| Sep 17, 2026 | Lloyd Doggett | House | Buy | $1K–$15K | Oct 5 |
| Sep 14, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 25 |
| Sep 14, 2026 | Kevin Hern | House | Sell | $1K–$15K | Sep 25 |
| Sep 10, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 25 |
| Sep 2, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 25 |
| Aug 31, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 25 |
| Aug 27, 2026 | Kevin Hern | House | Sell | $1K–$15K | Sep 25 |
| Aug 24, 2026 | Kevin Hern | House | Sell | $50K–$100K | Sep 1 |
| Jul 30, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Aug 14 |
| Jul 20, 2026 | James A. Himes | House | Sell | $15K–$50K | Jul 20 |
| Jul 9, 2026 | John Boozman | Senate | Sell | $1K–$15K | Aug 17 |
| Jun 18, 2026 | Lloyd Doggett | House | Buy | $1K–$15K | Jul 6 |
| Jun 17, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Jul 26 |
| May 15, 2026 | David J. Taylor | House | Buy | $1K–$15K | May 28 |
| May 15, 2026 | David J. Taylor | House | Buy | $1K–$15K | May 28 |
| Apr 27, 2026 | David J. Taylor | House | Buy | $1K–$15K | May 7 |
| Apr 27, 2026 | David J. Taylor | House | Sell | $1K–$15K | May 7 |
| Apr 9, 2026 | Josh Gottheimer | House | Sell | $15K–$50K | May 19 |
| Mar 31, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Apr 30 |
| Mar 27, 2026 | Alan Armstrong | Senate | Sell | $15K–$50K | Jul 21 |
| Mar 26, 2026 | Lloyd Doggett | House | Buy | $1K–$15K | Apr 6 |
| Mar 24, 2026 | Alan Armstrong | Senate | Sell | $50K–$100K | Jul 21 |
| Mar 19, 2026 | Richard Dean McCormick | House | Buy | $1K–$15K | Apr 7 |
| Mar 19, 2026 | Richard Dean McCormick | House | Buy | $1K–$15K | Apr 7 |
| Mar 12, 2026 | David J. Taylor | House | Buy | $1K–$15K | Mar 20 |
| Feb 23, 2026 | Sheldon Whitehouse | Senate | Sell | $1K–$15K | Mar 6 |
| Jan 30, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Jan 16, 2026 | David J. Taylor | House | Sell | $1K–$15K | Feb 2 |
| Jan 9, 2026 | Sheldon Whitehouse | Senate | Sell | $1K–$15K | Feb 4 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $15K–$50K | Jan 16 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Dec 18, 2025 | Lloyd Doggett | House | Buy | $1K–$15K | Jan 2 |
| Dec 10, 2025 | David J. Taylor | House | Buy | $1K–$15K | Dec 19 |
| Nov 19, 2025 | Josh Gottheimer | House | Sell | $1K–$15K | Dec 29 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Nov 11, 2025 | David J. Taylor | House | Buy | $1K–$15K | Nov 18 |
| Nov 5, 2025 | Richard Dean McCormick | House | Buy | $1K–$15K | Dec 9 |
| Oct 28, 2025 | Kevin Hern | House | Sell | $1K–$15K | Nov 16 |
| Oct 24, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 28 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 26, 2025 | Kevin Hern | House | Sell | $15K–$50K | Oct 16 |
| Sep 12, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 10 |
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
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Gates Foundation Trust (Bill Gates) | 1,000,000 | $352.7M | 1.0% | new | Q2 2026 |
| Viking Global (Andreas Halvorsen) | 920,595 | $324.7M | 0.93% | +83% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Gates Foundation Trust (Bill Gates) | New stake | 13F, Q2 2026 | 1,000,000 | $352.7M | 1.0% | Aug 14 |
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q2 2026 | 416,338 | $146.8M | 0.9% | Aug 14 |
| May 15, 2026 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q1 2026 | 504,257 | $165.8M | 0.5% | May 15 |
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