LEVI
Outperforming without a clear catalyst yet
- LEVI +3.45% on the last session vs SPY +0.10%: +3.4 pts of stock-specific move.
- Aftermath, big gain (+3.4% today so far, past its big-gain line of +2.8%): After its 62 big gains in the past 5 years, LEVI was higher a week later 33 times out of 62; half the outcomes fell between -2.9% and +4.0%. History, not a forecast.
- 7 analyst actions in the past 10 days (0 positive, 5 negative); latest: Wells Fargo maintained Equal-Weight, lowered target $25.00 → $20.00.
- 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 |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Timothy Joseph Davis | SVP | Tax | tax withholding | 1,899 | $19.92 | $37.8K | Oct 5 |
| Jul 29, 2026 | Gianluca Flore | EVP | Tax | tax withholding | 27,429 | $24.67 | $676.7K | Jul 31 |
| Jul 23, 2026 | Harmit J Singh | EVP | Sell | 10b5-1 plan | 98,144 | $24.22 | $2.4M | Jul 24 |
| Jul 23, 2026 | Harmit J Singh | EVP | Tax | tax withholding | 304,757 | $24.33 | $7.4M | Jul 24 |
| Jun 12, 2026 | Robert D. Haas | 10% owner | Sell | 10b5-1 plan | 202,135 | $24.02 | $4.9M | Jun 15 |
| Jun 11, 2026 | Robert D. Haas | 10% owner | Sell | 10b5-1 plan | 492,033 | $24.10 | $11.9M | Jun 11 |
| Jun 11, 2026 | Margaret E. Haas | 10% owner | Sell | 10b5-1 plan | 47,721 | $24.01 | $1.1M | Jun 12 |
| Jun 11, 2026 | Peter E. Haas Jr. Family Fund | 10% owner | Sell | 10b5-1 plan | 145,662 | $24.01 | $3.5M | Jun 12 |
| Jun 3, 2026 | David Jedrzejek | General Counsel | Sell | 10b5-1 plan | 336 | $22.82 | $7.7K | Jun 3 |
| Jun 1, 2026 | David Jedrzejek | General Counsel | Tax | tax withholding | 634 | $23.18 | $14.7K | Jun 3 |
| May 27, 2026 | Robert D. Haas | 10% owner | Sell | 10b5-1 plan | 198,283 | $22.72 | $4.5M | May 28 |
| May 27, 2026 | Peter E. Haas Jr. Family Fund | 10% owner | Sell | 10b5-1 plan | 4,338 | $24.00 | $104.1K | May 28 |
| May 27, 2026 | Margaret E. Haas | 10% owner | Sell | 10b5-1 plan | 2,279 | $24.01 | $54.7K | May 28 |
| May 22, 2026 | Robert D. Haas | 10% owner | Sell | 10b5-1 plan | 207,549 | $22.01 | $4.6M | May 26 |
| May 18, 2026 | Robert D. Haas | 10% owner | Sell | 10b5-1 plan | 100,000 | $21.13 | $2.1M | May 19 |
| May 6, 2026 | Karyn Hillman | EVP | Sell | unplanned | 38,938 | $22.91 | $892.1K | May 8 |
| Apr 21, 2026 | Harmit J Singh | EVP | Sell | unplanned | 231,767 | $23.27 | $5.4M | Apr 22 |
| Feb 12, 2026 | Jason Gowans | EVP | Sell | unplanned | 40,000 | $21.83 | $873.3K | Feb 13 |
| Feb 6, 2026 | Jason Gowans | EVP | Tax | tax withholding | 1,358 | $20.55 | $27.9K | Feb 13 |
| Feb 3, 2026 | David Jedrzejek | General Counsel | Sell | 10b5-1 plan | 2,248 | $19.60 | $44.1K | Feb 3 |
| Jan 30, 2026 | Harmit J Singh | EVP | Tax | tax withholding | 16,986 | $19.88 | $337.7K | Feb 3 |
| Jan 30, 2026 | Michelle Gass | CEO | Tax | tax withholding | 49,326 | $19.88 | $980.6K | Feb 3 |
| Jan 30, 2026 | David Jedrzejek | General Counsel | Tax | tax withholding | 3,231 | $19.88 | $64.2K | Feb 3 |
| Jan 30, 2026 | Gianluca Flore | EVP | Tax | tax withholding | 6,451 | $19.88 | $128.2K | Feb 3 |
| Jan 27, 2026 | David Jedrzejek | General Counsel | Sell | 10b5-1 plan | 7,093 | $21.38 | $151.6K | Jan 29 |
| Jan 27, 2026 | Harmit J Singh | EVP | Tax | tax withholding | 75,394 | $21.25 | $1.6M | Jan 29 |
| Jan 22, 2026 | Harmit J Singh | EVP | Tax | tax withholding | 107,946 | $21.55 | $2.3M | Jan 26 |
| Jan 22, 2026 | Michelle Gass | CEO | Tax | tax withholding | 119,888 | $21.55 | $2.6M | Jan 26 |
| Jan 22, 2026 | David Jedrzejek | General Counsel | Tax | tax withholding | 8,454 | $21.55 | $182.2K | Jan 26 |
| Dec 11, 2025 | David Jedrzejek | General Counsel | Tax | tax withholding | 3,395 | $21.61 | $73.4K | Dec 15 |
| Dec 11, 2025 | Harmit J Singh | EVP | Tax | tax withholding | 3,444 | $21.61 | $74.4K | Dec 15 |
| Nov 10, 2025 | David Jedrzejek | General Counsel | Sell | 10b5-1 plan | 4,341 | $20.60 | $89.4K | Nov 10 |
| Nov 6, 2025 | David Jedrzejek | General Counsel | Tax | tax withholding | 5,231 | $20.01 | $104.7K | Nov 10 |
| Oct 1, 2025 | Peter E. Haas Jr. Family Fund | 10% owner | Sell | 10b5-1 plan | 150,000 | $24.19 | $3.6M | Oct 3 |
| Oct 1, 2025 | Margaret E. Haas | 10% owner | Sell | 10b5-1 plan | 50,000 | $24.14 | $1.2M | Oct 3 |
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
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