RCAT
Outperforming without a clear catalyst yet
- RCAT +1.48% on the last session vs SPY +0.10%: +1.4 pts of stock-specific move.
- 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 15, 2026 | Jeffrey M Thompson | CEO | Sell | 10b5-1 plan | 150,000 | $7.74 | $1.2M | Sep 17 |
| Aug 28, 2026 | Nicholas Reyland Jr Liuzza | Director | Sell | unplanned | 65,000 | $8.50 | $552.5K | Sep 1 |
| Aug 17, 2026 | Jeffrey M Thompson | CEO | Sell | 10b5-1 plan | 150,000 | $10.45 | $1.6M | Aug 19 |
| Aug 11, 2026 | Nicholas Reyland Jr Liuzza | Director | Sell | unplanned | 55,000 | $10.63 | $584.6K | Aug 13 |
| Aug 11, 2026 | Christopher R. Moe | Director | Sell | unplanned | 30,000 | $10.35 | $310.6K | Aug 13 |
| Jul 15, 2026 | Jeffrey M Thompson | CEO | Sell | 10b5-1 plan | 150,000 | $8.51 | $1.3M | Jul 16 |
| Jun 11, 2026 | Paul Ii Funk | Director | Sell | unplanned | 165,028 | $11.50 | $1.9M | Jun 15 |
| Apr 6, 2026 | Jeffrey M Thompson | CEO | Tax | tax withholding | 1,570 | $13.06 | $20.5K | May 11 |
| Mar 31, 2026 | Christian Ericson | COO | Tax | tax withholding | 1,176 | $13.09 | $15.4K | Apr 13 |
| Mar 31, 2026 | Christian Spenst Morrison | CFO | Tax | tax withholding | 145 | $13.09 | $1.9K | Apr 13 |
| Mar 31, 2026 | Geoffrey Wayne Hitchcock | Chief Revenue Officer | Tax | tax withholding | 645 | $13.09 | $8.4K | Apr 13 |
| Mar 17, 2026 | Christian Ericson | COO | Tax | tax withholding | 3,607 | $15.54 | $56.1K | Mar 18 |
| Mar 11, 2026 | Christian Ericson | COO | Tax | tax withholding | 7,870 | $14.67 | $115.5K | Mar 13 |
| Oct 1, 2025 | Geoffrey Wayne Hitchcock | Chief Revenue Officer | Tax | tax withholding | 89,838 | $10.47 | $940.6K | Oct 3 |
| Sep 29, 2025 | Christopher R. Moe | Director | Sell | unplanned | 10,000 | $10.91 | $109.1K | Sep 30 |
| Sep 12, 2025 | Christopher R. Moe | Director | Sell | unplanned | 50,000 | $10.04 | $501.9K | 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
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