SNDK
Sandisk Corporation · Technology · Computer Hardware
$1,319.11
-6.00% today · -18.04% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with its memory & storage peers
- SNDK −6.00% on the last session vs SPY −0.29%: −5.7 pts of stock-specific move.
- News: Memory and storage peers fell 5.61% amid AI trade concerns and weak smartphone demand linked to high memory costs.
- Memory & storage basket -5.0% (-4.7 pts vs SPY; STX -6.9%, WDC -6.3%, SKHY -4.4%, NTAP -4.2%): the stock moved with its peers. Overnight: SK Hynix (Seoul) -11.1%, Samsung (Seoul) -9.5%.
- Aftermath, volume spike (4.2× average volume on pace today so far): After its 5 volume spikes in the past 5 years, SNDK was higher a day later 5 times out of 5; half the outcomes fell between +2.2% and +6.8%. History, not a forecast.
- 85 Reddit mentions in the past 24 hours, 71% positive over the week.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: Mizuho maintained Outperform, raised target $1,875 → $2,050.
- 2 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 4.2× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
$0
unplanned net · 0 buys · 3 sells · 3 insiders
sales: 0 unplanned, 3 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
$0
unplanned net · 0 buys · 9 sells · 4 insiders
sales: 0 unplanned, 9 under a 10b5-1 plan (0% unplanned)
Congress · 3 months
none
no reported trades
Congress · 1 year
≈+$24K
5 buys · 2 sells · 4 members
Fund moves · 3 months
≈−$178.7M
0 buys · 1 sell · 1 investor
Held by funds · now
≈$80.1M
2 investors · largest: Duquesne Family Office
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Bernard Shek | General Counsel | Sell | 10b5-1 plan | 600 | $1,734.94 | $1M | Oct 2 |
| Sep 20, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 118 | $1,791.82 | $211.4K | Sep 21 |
| Sep 17, 2026 | David Goeckeler | CEO | Sell | 10b5-1 plan | 33,841 | $1,574.21 | $53.3M | Sep 21 |
| Sep 15, 2026 | Luis Felipe Visoso | CFO | Sell | 10b5-1 plan | 1,000 | $1,568.83 | $1.6M | Sep 16 |
| Sep 14, 2026 | David Goeckeler | CEO | Sell | 10b5-1 plan | 33,838 | $1,527.87 | $51.7M | Sep 16 |
| Sep 8, 2026 | Bernard Shek | General Counsel | Sell | 10b5-1 plan | 2,308 | $1,767.33 | $4.1M | Sep 8 |
| Sep 3, 2026 | Michael Pokorny | CAO | Tax | tax withholding | 1,283 | $1,554.99 | $2M | Sep 8 |
| Sep 3, 2026 | Luis Felipe Visoso | CFO | Tax | tax withholding | 5,838 | $1,554.99 | $9.1M | Sep 8 |
| Sep 3, 2026 | David Goeckeler | CEO | Tax | tax withholding | 10,540 | $1,554.99 | $16.4M | Sep 8 |
| Sep 3, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 2,271 | $1,554.99 | $3.5M | Sep 8 |
| Sep 3, 2026 | Alper Ilkbahar | CTO | Sell | 10b5-1 plan | 4,712 | $1,540.58 | $7.3M | Sep 8 |
| Sep 3, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 3,244 | $1,554.99 | $5M | Sep 8 |
| Sep 3, 2026 | Alper Ilkbahar | CTO | Sell | 10b5-1 plan | 400 | $1,563.89 | $625.6K | Sep 8 |
| Sep 1, 2026 | Bernard Shek | General Counsel | Sell | 10b5-1 plan | 600 | $1,525.60 | $915.4K | Sep 2 |
| Aug 25, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 654 | $1,480.77 | $968.4K | Aug 27 |
| Aug 25, 2026 | David Goeckeler | CEO | Tax | tax withholding | 49,782 | $1,480.77 | $73.7M | Aug 27 |
| Aug 25, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 212 | $1,480.77 | $313.9K | Aug 27 |
| Aug 21, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 219 | $1,598.38 | $350K | Aug 24 |
| Aug 21, 2026 | David Goeckeler | CEO | Tax | tax withholding | 2,333 | $1,598.61 | $3.7M | Aug 24 |
| Aug 21, 2026 | Luis Felipe Visoso | CFO | Tax | tax withholding | 27,244 | $1,600.36 | $43.6M | Aug 24 |
| Aug 21, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 759 | $1,598.71 | $1.2M | Aug 24 |
| Aug 3, 2026 | Bernard Shek | General Counsel | Sell | 10b5-1 plan | 600 | $1,162.16 | $697.3K | Aug 4 |
| Jul 1, 2026 | Bernard Shek | General Counsel | Sell | 10b5-1 plan | 600 | $2,088.00 | $1.3M | Jul 2 |
| Jun 20, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 117 | $2,184.75 | $255.6K | Jun 22 |
| Jun 3, 2026 | Bernard Shek | General Counsel | Sell | 10b5-1 plan | 600 | $1,736.00 | $1M | Jun 5 |
| Jun 1, 2026 | Alper Ilkbahar | CTO | Sell | unplanned | 2,000 | $1,756.58 | $3.5M | Jun 2 |
| May 25, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 653 | $1,478.69 | $965.6K | May 27 |
| May 25, 2026 | David Goeckeler | CEO | Tax | tax withholding | 1,569 | $1,478.69 | $2.3M | May 27 |
| May 25, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 211 | $1,478.69 | $312K | May 27 |
| May 21, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 481 | $1,491.83 | $717.6K | May 22 |
| May 21, 2026 | David Goeckeler | CEO | Tax | tax withholding | 2,331 | $1,458.83 | $3.4M | May 22 |
| May 21, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 216 | $1,466.71 | $316.8K | May 22 |
| May 21, 2026 | Luis Felipe Visoso | CFO | Tax | tax withholding | 1,588 | $1,542.24 | $2.4M | May 22 |
| May 12, 2026 | Michael Pokorny | CAO | Sell | unplanned | 2,446 | $1,426.18 | $3.5M | May 14 |
| May 9, 2026 | Michael Pokorny | CAO | Tax | tax withholding | 1,429 | $1,562.34 | $2.2M | May 11 |
| May 8, 2026 | Necip Sayiner | Director | Sell | unplanned | 579 | $1,503.11 | $870.3K | May 11 |
| Apr 20, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 2,251 | $913.02 | $2.1M | Apr 21 |
| Apr 20, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 41 | $913.02 | $37.4K | Apr 21 |
| Mar 20, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 117 | $709.71 | $83K | Mar 24 |
| Feb 25, 2026 | Miyuki Suzuki | Director | Sell | unplanned | 3,500 | $627.53 | $2.2M | Feb 26 |
| Feb 25, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 566 | $632.38 | $357.9K | Feb 27 |
| Feb 25, 2026 | David Goeckeler | CEO | Tax | tax withholding | 1,569 | $632.38 | $992.2K | Feb 27 |
| Feb 25, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 211 | $632.38 | $133.4K | Feb 27 |
| Feb 21, 2026 | Alper Ilkbahar | CTO | Tax | tax withholding | 345 | $649.97 | $224.2K | Feb 24 |
| Feb 21, 2026 | David Goeckeler | CEO | Tax | tax withholding | 2,332 | $649.97 | $1.5M | Feb 24 |
| Feb 21, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 224 | $649.97 | $145.6K | Feb 24 |
| Feb 21, 2026 | Luis Felipe Visoso | CFO | Tax | tax withholding | 1,594 | $649.97 | $1M | Feb 24 |
| Jan 20, 2026 | Bernard Shek | General Counsel | Tax | tax withholding | 34 | $453.12 | $15.4K | Jan 21 |
| Dec 20, 2025 | Bernard Shek | General Counsel | Tax | tax withholding | 117 | $237.61 | $27.8K | Dec 23 |
| Dec 3, 2025 | Necip Sayiner | Director | Sell | unplanned | 1,271 | $195.14 | $248K | Dec 4 |
| Nov 25, 2025 | Alper Ilkbahar | CTO | Tax | tax withholding | 653 | $220.50 | $144K | Nov 26 |
| Nov 25, 2025 | David Goeckeler | CEO | Tax | tax withholding | 1,569 | $220.50 | $346K | Nov 26 |
| Nov 25, 2025 | Bernard Shek | General Counsel | Tax | tax withholding | 211 | $220.50 | $46.5K | Nov 26 |
| Nov 21, 2025 | Alper Ilkbahar | CTO | Tax | tax withholding | 481 | $198.82 | $95.6K | Nov 24 |
| Nov 21, 2025 | David Goeckeler | CEO | Tax | tax withholding | 2,331 | $197.87 | $461.2K | Nov 24 |
| Nov 21, 2025 | Bernard Shek | General Counsel | Tax | tax withholding | 216 | $198.10 | $42.8K | Nov 24 |
| Nov 21, 2025 | Luis Felipe Visoso | CFO | Tax | tax withholding | 1,588 | $200.27 | $318K | Nov 24 |
| Nov 20, 2025 | Michael Pokorny | CAO | Tax | tax withholding | 821 | $195.96 | $160.9K | Nov 24 |
| Nov 17, 2025 | Miyuki Suzuki | Director | Tax | tax withholding | 2,213 | $265.88 | $588.4K | Nov 19 |
| Oct 20, 2025 | Bernard Shek | General Counsel | Tax | tax withholding | 362 | $148.04 | $53.6K | Oct 21 |
| Sep 20, 2025 | Bernard Shek | General Counsel | Tax | tax withholding | 117 | $102.21 | $12K | Sep 22 |
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
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| May 7, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Jun 3 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Jan 9, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
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
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Duquesne Family Office (Stanley Druckenmiller) | 34,900 | $79.4M | 1.8% | -9% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 317 | $720.8K | 0.00% | -97% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Appaloosa (David Tepper) | Sold out | 13F, Q2 2026 | 281,250 | $178.7M | Aug 14 | |
| May 15, 2026 | Appaloosa (David Tepper) | New stake | 13F, Q1 2026 | 281,250 | $178.7M | 3.0% | May 15 |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q1 2026 | 38,155 | $24.2M | 0.8% | May 15 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q4 2025 | 166,235 | $18.7M | Feb 17 | |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Sold out | 13F, Q3 2025 | 526,825 | $23.9M | Nov 14 | |
| Nov 14, 2025 | Elliott (Paul Singer) | Sold out | 13F, Q3 2025 | 749,997 | $34M | Nov 14 | |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q3 2025 | 166,235 | $18.7M | 0.5% | Nov 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