Underperforming without a clear catalyst yet
- PL −1.80% on the last session vs SPY −0.29%: −1.5 pts of stock-specific move.
- Less than its group: its space peers -5.4% (-5.1 pts vs SPY).
- 3 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 1.7× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Ita M Brennan | Director | Sell | 10b5-1 plan | 11,500 | $16.30 | $187.5K | Oct 2 |
| Sep 17, 2026 | Robert H Schingler | Director | Sell | 10b5-1 plan | 52,240 | $16.96 | $886.2K | Sep 17 |
| Sep 17, 2026 | Ashley F. Johnson | CFO | Sell | 10b5-1 plan | 55,663 | $16.96 | $944.3K | Sep 17 |
| Sep 15, 2026 | Robert H Schingler | Director | Tax | tax withholding | 54,117 | $16.02 | $867K | Sep 17 |
| Sep 15, 2026 | Ashley F. Johnson | CFO | Tax | tax withholding | 87,944 | $16.02 | $1.4M | Sep 17 |
| Sep 15, 2026 | William Spencer Marshall | CEO | Tax | tax withholding | 134,642 | $16.02 | $2.2M | Sep 17 |
| Jul 23, 2026 | Ashley F. Johnson | CFO | Sell | 10b5-1 plan | 110,028 | $22.08 | $2.4M | Jul 24 |
| Jul 15, 2026 | Kristen Robinson | Director | Sell | 10b5-1 plan | 37,107 | $25.05 | $929.6K | Jul 16 |
| Jul 13, 2026 | John W Raymond | Director | Sell | 10b5-1 plan | 6,494 | $26.16 | $169.9K | Jul 14 |
| Jul 10, 2026 | William Spencer Marshall | CEO | Sell | 10b5-1 plan | 200,000 | $25.92 | $5.2M | Jul 13 |
| Jul 10, 2026 | Robert H Schingler | Director | Sell | 10b5-1 plan | 89,593 | $25.92 | $2.3M | Jul 13 |
| Jul 1, 2026 | Ita M Brennan | Director | Sell | 10b5-1 plan | 11,500 | $33.00 | $379.5K | Jul 2 |
| Jun 15, 2026 | William Spencer Marshall | CEO | Tax | tax withholding | 134,641 | $30.58 | $4.1M | Jun 17 |
| Jun 15, 2026 | Robert H Schingler | Director | Tax | tax withholding | 54,116 | $30.58 | $1.7M | Jun 17 |
| Jun 15, 2026 | Ashley F. Johnson | CFO | Tax | tax withholding | 91,530 | $30.58 | $2.8M | Jun 17 |
| Apr 15, 2026 | Ita M Brennan | Director | Sell | 10b5-1 plan | 36,500 | $33.91 | $1.2M | Apr 17 |
| Apr 6, 2026 | William Spencer Marshall | CEO | Sell | 10b5-1 plan | 200,000 | $35.07 | $7M | Apr 8 |
| Apr 6, 2026 | Robert H Schingler | Director | Sell | 10b5-1 plan | 73,683 | $35.07 | $2.6M | Apr 8 |
| Apr 2, 2026 | Ashley F. Johnson | CFO | Sell | unplanned | 200,000 | $35.10 | $7M | Apr 6 |
| Mar 19, 2026 | William Spencer Marshall | CEO | Tax | tax withholding | 39,572 | $26.96 | $1.1M | Mar 23 |
| Mar 19, 2026 | Robert H Schingler | Director | Tax | tax withholding | 16,483 | $26.96 | $444.4K | Mar 23 |
| Mar 19, 2026 | Ashley F. Johnson | CFO | Tax | tax withholding | 28,244 | $26.96 | $761.5K | Mar 23 |
| Mar 15, 2026 | William Spencer Marshall | CEO | Tax | tax withholding | 122,167 | $24.79 | $3M | Mar 16 |
| Mar 15, 2026 | Robert H Schingler | Director | Tax | tax withholding | 50,431 | $24.79 | $1.3M | Mar 16 |
| Mar 15, 2026 | Ashley F. Johnson | CFO | Tax | tax withholding | 85,558 | $24.79 | $2.1M | Mar 16 |
| Feb 3, 2026 | William Spencer Marshall | CEO | Tax | tax withholding | 63,041 | $23.95 | $1.5M | Feb 5 |
| Feb 3, 2026 | Robert H Schingler | Director | Tax | tax withholding | 18,504 | $23.95 | $443.2K | Feb 5 |
| Feb 3, 2026 | Ashley F. Johnson | CFO | Tax | tax withholding | 33,694 | $23.95 | $807K | Feb 5 |
| Jan 22, 2026 | Vijaya Gadde | Director | Sell | unplanned | 20,000 | $26.77 | $535.4K | Jan 23 |
| Jan 21, 2026 | Ashley F. Johnson | CFO | Sell | unplanned | 150,731 | $27.01 | $4.1M | Jan 22 |
| Jan 21, 2026 | Ashley F. Johnson | CFO | Tax | tax withholding | 33,693 | $26.38 | $888.8K | Jan 22 |
| Jan 21, 2026 | William Spencer Marshall | CEO | Tax | tax withholding | 63,039 | $26.38 | $1.7M | Jan 23 |
| Jan 21, 2026 | Robert H Schingler | Director | Tax | tax withholding | 18,503 | $26.38 | $488.1K | Jan 23 |
| Jan 21, 2026 | Kristen Robinson | Director | Sell | unplanned | 47,835 | $26.96 | $1.3M | Jan 23 |
| Jan 13, 2026 | William Spencer Marshall | CEO | Tax | tax withholding | 120,522 | $25.32 | $3.1M | Jan 15 |
| Jan 13, 2026 | Robert H Schingler | Director | Tax | tax withholding | 31,455 | $25.32 | $796.4K | Jan 15 |
| Jan 13, 2026 | Ashley F. Johnson | CFO | Tax | tax withholding | 67,725 | $25.32 | $1.7M | Jan 15 |
| Dec 26, 2025 | William Spencer Marshall | CEO | Sell | 10b5-1 plan | 200,000 | $19.36 | $3.9M | Dec 30 |
| Dec 26, 2025 | Robert H Schingler | Director | Sell | 10b5-1 plan | 73,782 | $19.35 | $1.4M | Dec 30 |
| Dec 15, 2025 | William Spencer Marshall | CEO | Tax | tax withholding | 121,897 | $18.05 | $2.2M | Dec 16 |
| Dec 15, 2025 | Robert H Schingler | Director | Tax | tax withholding | 50,332 | $18.05 | $908.5K | Dec 16 |
| Dec 15, 2025 | Ashley F. Johnson | CFO | Tax | tax withholding | 85,403 | $18.05 | $1.5M | Dec 16 |
| Nov 11, 2025 | Gary B Smith | Director | Sell | unplanned | 20 | $12.69 | $254 | Feb 3 |
| Oct 13, 2025 | William Spencer Marshall | CEO | Sell | 10b5-1 plan | 200,000 | $15.50 | $3.1M | Oct 15 |
| Oct 13, 2025 | Robert H Schingler | Director | Sell | 10b5-1 plan | 81,656 | $15.50 | $1.3M | Oct 15 |
| Oct 9, 2025 | Gary B Smith | Director | Buy | open-market buy | 20 | $15.66 | $313 | Feb 3 |
| Oct 6, 2025 | Carl Bass | Director | Sell | unplanned | 376,748 | $15.67 | $5.9M | Oct 8 |
| Sep 15, 2025 | William Spencer Marshall | CEO | Tax | tax withholding | 140,476 | $9.86 | $1.4M | Sep 16 |
| Sep 15, 2025 | Robert H Schingler | Director | Tax | tax withholding | 57,702 | $9.86 | $568.9K | Sep 16 |
| Sep 15, 2025 | Ashley F. Johnson | CFO | Tax | tax withholding | 98,671 | $9.86 | $972.9K | Sep 16 |
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 |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 17,826 | $590.6K | 0.00% | 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