LUNR
Space stocks fall on Rocket Lab delay
- LUNR −3.27% on the last session vs SPY −0.29%: −3.0 pts of stock-specific move.
- Space: Rocket Lab's Neutron launch slipped to 2027, cited by AOL.com and 24/7 Wall St. (AOL.com)
- Space basket -5.4% (-5.2 pts vs SPY; RKLB -12.0%, SPCX -4.5%, ASTS -3.0%, PL -2.2%): the stock moved with its peers.
- Aftermath, volume spike (3.6× average volume on pace today so far): After its 40 volume spikes in the past 5 years, LUNR was higher a month later 24 times out of 40; half the outcomes fell between -4.4% and +7.2%. History, not a forecast.
- 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 3.6× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 21, 2026 | Timothy Price Ii Crain | CTO | Sell | 10b5-1 plan | 150,000 | $14.34 | $2.2M | Sep 22 |
| Sep 9, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 96,304 | $15.41 | $1.5M | Sep 10 |
| Aug 27, 2026 | Steven Vontur | See Remarks | Sell | unplanned | 3,050 | $16.13 | $49.2K | Aug 28 |
| Aug 24, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $16.87 | $2.4M | Aug 26 |
| Aug 10, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 267,448 | $16.17 | $4.3M | Aug 12 |
| Jul 28, 2026 | Advent International, L.p. | 10% owner | Sell | unplanned | 11,495,514 | $12.84 | $147.6M | Jul 29 |
| Jul 27, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 47,303 | $13.20 | $624.4K | Jul 29 |
| Jul 13, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 110,976 | $15.64 | $1.7M | Jul 15 |
| Jun 29, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $20.43 | $2.9M | Jul 1 |
| Jun 18, 2026 | Timothy Price Ii Crain | CTO | Sell | 10b5-1 plan | 150,000 | $21.87 | $3.3M | Jun 22 |
| Jun 15, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $26.15 | $3.7M | Jun 17 |
| Jun 8, 2026 | William John Jr Liquori | Director | Sell | unplanned | 18,321 | $29.87 | $547.2K | Jun 8 |
| Jun 1, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $39.02 | $5.5M | Jun 3 |
| May 18, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $34.25 | $4.9M | May 20 |
| May 4, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $25.14 | $3.6M | May 6 |
| Apr 20, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $28.16 | $4M | Apr 22 |
| Apr 15, 2026 | Timothy Price Ii Crain | CTO | Sell | unplanned | 8,447 | $23.61 | $199.4K | Apr 16 |
| Apr 15, 2026 | Stephen J Altemus | CEO | Sell | unplanned | 13,751 | $23.61 | $324.6K | Apr 16 |
| Apr 15, 2026 | Anna Chiara Jones | SVP | Sell | unplanned | 4,911 | $23.61 | $115.9K | Apr 16 |
| Apr 15, 2026 | Peter McGrath | CFO | Sell | unplanned | 24,554 | $23.61 | $579.7K | Apr 16 |
| Apr 6, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 141,909 | $23.20 | $3.3M | Apr 8 |
| Mar 24, 2026 | Kamal Seyed Ghaffarian | Director | Sell | 10b5-1 plan | 283,818 | $18.78 | $5.3M | Mar 26 |
| Mar 19, 2026 | Timothy Price Ii Crain | CTO | Sell | 10b5-1 plan | 150,000 | $17.55 | $2.6M | Mar 23 |
| Feb 13, 2026 | Stephen J Altemus | CEO | Sell | unplanned | 86,803 | $16.01 | $1.4M | Feb 13 |
| Feb 11, 2026 | Timothy Price Ii Crain | CTO | Sell | unplanned | 23,226 | $17.44 | $405K | Feb 13 |
| Feb 11, 2026 | Steven Vontur | See Remarks | Sell | unplanned | 4,343 | $17.44 | $75.7K | Feb 13 |
| Feb 11, 2026 | Peter McGrath | CFO | Sell | unplanned | 25,541 | $17.44 | $445.3K | Feb 13 |
| Feb 11, 2026 | Anna Chiara Jones | See Remarks | Sell | unplanned | 16,779 | $17.44 | $292.6K | Feb 13 |
| Jan 16, 2026 | Timothy Price Ii Crain | SVP | Sell | 10b5-1 plan | 194,340 | $20.06 | $3.9M | Jan 20 |
| Jan 16, 2026 | Stephen J Altemus | CEO | Sell | 10b5-1 plan | 487,331 | $20.06 | $9.8M | Jan 20 |
| Jan 8, 2026 | Timothy Price Ii Crain | SVP | Sell | 10b5-1 plan | 5,660 | $20.00 | $113.2K | Jan 12 |
| Jan 8, 2026 | Stephen J Altemus | CEO | Sell | 10b5-1 plan | 12,669 | $20.00 | $253.4K | Jan 12 |
| Jan 5, 2026 | Stephen J Altemus | CEO | Sell | 10b5-1 plan | 500,000 | $18.08 | $9M | Jan 6 |
| Dec 22, 2025 | Timothy Price Ii Crain | SVP | Sell | 10b5-1 plan | 350,000 | $15.26 | $5.3M | Dec 23 |
| Dec 22, 2025 | Stephen J Altemus | CEO | Sell | 10b5-1 plan | 2,000,000 | $15.75 | $31.5M | Dec 23 |
| Nov 15, 2025 | Steven Vontur | See Remarks | Tax | tax withholding | 1,339 | $9.53 | $12.8K | Nov 18 |
| Nov 13, 2025 | Michael Blitzer | Director | Buy | open-market buy | 241,080 | $9.09 | $2.2M | Nov 13 |
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
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| ARK Invest (Cathie Wood) | 3,873,415 | $42.7M | ARKX 1.9% · ARKQ 1.6% | — | Oct 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