NVTS
Moving with its group (SMH -3.0%)
- NVTS −4.46% on the last session vs SPY −0.25%: −4.2 pts of stock-specific move.
- The semiconductor ETF (SMH) -3.0% (-2.8 pts vs SPY): the stock moved with its group.
- 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 2.2× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| May 28, 2026 | Richard J Hendrix | Director | Sell | unplanned | 143,814 | $29.12 | $4.2M | May 29 |
| May 28, 2026 | Gary Kent Jr Wunderlich | Director | Sell | unplanned | 108,165 | $28.12 | $3M | May 29 |
| May 28, 2026 | Ranbir Singh | Director | Sell | unplanned | 3,724,176 | $29.19 | $108.7M | May 29 |
| May 27, 2026 | Chris Allexandre | CEO | Sell | unplanned | 13,323 | $31.81 | $423.8K | May 29 |
| Mar 17, 2026 | Todd Glickman | CFO | Sell | 10b5-1 plan | 98,152 | $10.78 | $1.1M | Mar 17 |
| Mar 3, 2026 | Chris Allexandre | CEO | Sell | 10b5-1 plan | 9,236 | $8.93 | $82.5K | Mar 5 |
| Feb 26, 2026 | Todd Glickman | CFO | Sell | 10b5-1 plan | 12,532 | $9.82 | $123.1K | Mar 2 |
| Feb 26, 2026 | Ranbir Singh | Director | Sell | unplanned | 389,096 | $9.52 | $3.7M | Mar 2 |
| Dec 15, 2025 | Dipender Saluja | Director | Sell | unplanned | 1,188,884 | $8.25 | $9.8M | Dec 16 |
| Dec 12, 2025 | Ranbir Singh | Director | Sell | unplanned | 179,354 | $8.68 | $1.6M | Dec 16 |
| Dec 11, 2025 | Gary Kent Jr Wunderlich | Director | Sell | unplanned | 128,300 | $9.27 | $1.2M | Dec 12 |
| Dec 9, 2025 | Gary Kent Jr Wunderlich | Director | Sell | unplanned | 50,000 | $9.25 | $462.5K | Dec 9 |
| Dec 8, 2025 | Todd Glickman | CFO | Sell | unplanned | 78,307 | $9.77 | $765.1K | Dec 8 |
| Dec 3, 2025 | Brian Long | Director | Sell | unplanned | 48,165 | $8.50 | $409.4K | Dec 5 |
| Dec 2, 2025 | Brian Long | Director | Sell | unplanned | 164,184 | $8.54 | $1.4M | Dec 3 |
| Nov 26, 2025 | Brian Long | Director | Sell | unplanned | 1,493,046 | $8.54 | $12.8M | Dec 1 |
| Nov 21, 2025 | Todd Glickman | CFO | Sell | 10b5-1 plan | 345 | $7.41 | $2.6K | Nov 21 |
| Nov 5, 2025 | Todd Glickman | CFO | Sell | 10b5-1 plan | 96,313 | $10.56 | $1M | Nov 5 |
| Sep 15, 2025 | Brian Long | Director | Sell | unplanned | 500,000 | $6.11 | $3.1M | Sep 16 |
| Sep 11, 2025 | Brian Long | Director | Sell | unplanned | 455,596 | $6.05 | $2.8M | 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
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 |
|---|---|---|---|---|---|
| Duquesne Family Office (Stanley Druckenmiller) | 311,100 | $5.6M | 0.13% | new | Q2 2026 |
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