IBRX
Moving with its group (XBI +2.2%)
- IBRX +4.69% on the last session vs SPY −0.29%: +5.0 pts of stock-specific move.
- The biotech ETF (XBI) +2.2% (+2.5 pts vs SPY): the stock moved with its group.
- Filing: 8-K: Reg FD disclosure (item 7.01) (filing)
- Aftermath, volume spike (3.2× average volume on pace today so far): After its 25 volume spikes in the past 5 years, IBRX was higher a day later 15 times out of 25; half the outcomes fell between -3.5% and +9.1%. History, not a forecast.
- 2 Reddit mentions in the past 24 hours, 78% positive over the week · today's pace is 1.8× its recent daily average.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: HC Wainwright & Co. reiterated Buy, target $15.00.
- 4 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 3.2× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 5, 2026 | Barry J. Simon | Director | Sell | 10b5-1 plan | 25,000 | $10.75 | $268.8K | Oct 6 |
| Oct 2, 2026 | Cheryl Cohen | Director | Sell | 10b5-1 plan | 81,056 | $10.50 | $851.1K | Oct 6 |
| Jul 2, 2026 | Cheryl Cohen | Director | Sell | 10b5-1 plan | 131,210 | $9.50 | $1.2M | Jul 6 |
| Jul 1, 2026 | Christobel Selecky | Director | Sell | 10b5-1 plan | 159,478 | $9.02 | $1.4M | Jul 6 |
| Jun 30, 2026 | Christobel Selecky | Director | Sell | 10b5-1 plan | 96,722 | $9.01 | $871.2K | Jul 1 |
| Jun 24, 2026 | Barry J. Simon | Director | Sell | 10b5-1 plan | 25,000 | $7.88 | $196.9K | Jun 26 |
| Jun 4, 2026 | Barry J. Simon | Director | Sell | 10b5-1 plan | 23,033 | $7.18 | $165.3K | Jun 5 |
| Feb 24, 2026 | Barry J. Simon | Director | Sell | 10b5-1 plan | 75,000 | $12.01 | $900.8K | Feb 26 |
| Feb 23, 2026 | Barry J. Simon | Director | Sell | 10b5-1 plan | 175,000 | $10.19 | $1.8M | Feb 24 |
| Feb 23, 2026 | Christobel Selecky | Director | Sell | 10b5-1 plan | 25,000 | $10.00 | $250K | Feb 24 |
| Feb 22, 2026 | Barry J. Simon | Director | Tax | tax withholding | 6,026 | $8.70 | $52.4K | Feb 24 |
| Feb 22, 2026 | Richard Adcock | CEO | Tax | tax withholding | 77,560 | $8.70 | $674.8K | Feb 24 |
| Feb 22, 2026 | Regan J Lauer | CAO | Tax | tax withholding | 1,673 | $8.70 | $14.6K | Feb 24 |
| Feb 22, 2026 | Patrick Soon-shiong | Director | Tax | tax withholding | 58,170 | $8.70 | $506.1K | Feb 24 |
| Feb 22, 2026 | David C. Sachs | CFO | Tax | tax withholding | 20,682 | $8.70 | $179.9K | Feb 24 |
| Feb 10, 2026 | Richard Adcock | CEO | Tax | tax withholding | 140,048 | $6.93 | $970.5K | Feb 12 |
| Feb 10, 2026 | Regan J Lauer | CAO | Tax | tax withholding | 2,257 | $6.93 | $15.6K | Feb 12 |
| Feb 10, 2026 | David C. Sachs | CFO | Tax | tax withholding | 42,643 | $6.93 | $295.5K | Feb 12 |
| Feb 10, 2026 | Patrick Soon-shiong | Director | Tax | tax withholding | 118,560 | $6.93 | $821.6K | Feb 12 |
| Jan 20, 2026 | Christobel Selecky | Director | Sell | 10b5-1 plan | 75,000 | $5.84 | $437.6K | Jan 21 |
| Jan 20, 2026 | Barry J. Simon | Director | Sell | 10b5-1 plan | 151,967 | $7.20 | $1.1M | Jan 21 |
| Dec 31, 2025 | Richard Adcock | CEO | Tax | tax withholding | 17,510 | $1.98 | $34.7K | Jan 5 |
| Dec 31, 2025 | David C. Sachs | CFO | Tax | tax withholding | 15,435 | $1.98 | $30.6K | Jan 5 |
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 30, 2026 | Lisa McClain | House | Buy | $1K–$15K | Oct 12 |
| Sep 28, 2026 | Lisa McClain | House | Buy | $1K–$15K | Oct 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
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