Moving with its group (XLK -1.2%)
- NXT −0.85% on the last session vs SPY +0.04%: −0.9 pts of stock-specific move.
- The tech sector ETF (XLK) -1.2% (-1.3 pts vs SPY): the stock moved with its group.
- 2 analyst actions in the past 10 days (0 positive, 2 negative); latest: Barclays maintained Overweight, lowered target $147 → $146.
- 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 |
|---|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | Charles D Boynton | CFO | Sell | 10b5-1 plan | 4,500 | $79.98 | $359.9K | Sep 2 |
| Aug 24, 2026 | Julia Blunden | Director | Sell | unplanned | 7,415 | $86.10 | $638.4K | Aug 24 |
| Aug 19, 2026 | Brandi Elizabeth Thomas | Director | Sell | unplanned | 7,415 | $91.25 | $676.6K | Aug 20 |
| Aug 11, 2026 | Howard Wenger | President | Sell | 10b5-1 plan | 11,176 | $104.78 | $1.2M | Aug 12 |
| Aug 10, 2026 | Daniel S Shugar | CEO | Sell | 10b5-1 plan | 67,636 | $103.07 | $7M | Aug 11 |
| Aug 5, 2026 | Julia Blunden | Director | Sell | unplanned | 2,289 | $97.22 | $222.5K | Aug 6 |
| Jun 1, 2026 | Charles D Boynton | CFO | Sell | 10b5-1 plan | 4,500 | $151.79 | $683.1K | Jun 2 |
| May 29, 2026 | Nicholas Marco Miller | COO | Sell | 10b5-1 plan | 22,427 | $156.00 | $3.5M | Jun 1 |
| May 26, 2026 | Bruce Ledesma | General Counsel | Sell | 10b5-1 plan | 3,248 | $134.72 | $437.6K | May 27 |
| May 26, 2026 | Daniel S Shugar | CEO | Sell | 10b5-1 plan | 26,077 | $134.72 | $3.5M | May 27 |
| May 26, 2026 | Howard Wenger | President | Sell | 10b5-1 plan | 62,670 | $130.25 | $8.2M | May 27 |
| May 22, 2026 | Howard Wenger | President | Sell | 10b5-1 plan | 9,051 | $121.02 | $1.1M | May 26 |
| May 20, 2026 | Nicholas Marco Miller | COO | Sell | 10b5-1 plan | 24,511 | $127.32 | $3.1M | May 22 |
| May 20, 2026 | Howard Wenger | President | Sell | 10b5-1 plan | 16,090 | $127.32 | $2M | May 22 |
| Mar 9, 2026 | Daniel S Shugar | CEO | Sell | 10b5-1 plan | 59,456 | $105.17 | $6.3M | Mar 9 |
| Mar 4, 2026 | Daniel S Shugar | CEO | Sell | 10b5-1 plan | 39,892 | $101.04 | $4M | Mar 6 |
| Mar 2, 2026 | Charles D Boynton | CFO | Sell | 10b5-1 plan | 4,500 | $100.45 | $452K | Mar 4 |
| Jan 30, 2026 | William D Watkins | Director | Sell | unplanned | 5,000 | $118.57 | $592.9K | Feb 2 |
| Dec 11, 2025 | David P Bennett | CAO | Sell | 10b5-1 plan | 33,725 | $88.08 | $3M | Dec 12 |
| Dec 1, 2025 | Charles D Boynton | CFO | Sell | 10b5-1 plan | 4,500 | $89.33 | $402K | Dec 2 |
| Nov 18, 2025 | William D Watkins | Director | Sell | unplanned | 10,000 | $91.85 | $918.5K | Nov 19 |
| Nov 17, 2025 | Daniel S Shugar | CEO | Sell | 10b5-1 plan | 47,743 | $91.28 | $4.4M | Nov 18 |
| Sep 29, 2025 | Howard Wenger | President | Sell | 10b5-1 plan | 5,217 | $75.00 | $391.3K | Sep 30 |
| Sep 15, 2025 | Charles D Boynton | CFO | Sell | 10b5-1 plan | 4,500 | $67.21 | $302.4K | Sep 15 |
| Sep 12, 2025 | David P Bennett | CAO | Sell | 10b5-1 plan | 29,178 | $67.08 | $2M | 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 |
|---|---|---|---|---|---|
| Fundsmith (Terry Smith) | 2,856,092 | $340.3M | 2.5% | new | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 50,590 | $6M | 0.02% | -80% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Fundsmith (Terry Smith) | New stake | 13F, Q2 2026 | 2,856,092 | $340.3M | 2.5% | Aug 14 |
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