STE
Moving with its group (XLV +2.6%)
- STE +2.80% on the last session vs SPY +0.12%: +2.7 pts of stock-specific move.
- The health care ETF (XLV) +2.6% (+2.5 pts vs SPY): the stock moved with its group.
- Aftermath, big gain (+2.8% today so far, past its big-gain line of +1.7%): After its 57 big gains in the past 5 years, STE was higher a week later 25 times out of 57; half the outcomes fell between -1.6% and +1.7%. History, not a forecast.
- 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
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 |
|---|---|---|---|---|---|
| Sep 15, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 25 |
| Aug 25, 2026 | April McClain Delaney | House | Sell | $100K–$250K | Sep 9 |
| Jul 31, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Aug 3 |
| Jul 29, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Aug 3 |
| Jul 27, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Aug 3 |
| Jul 24, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Aug 3 |
| Jul 13, 2026 | Jared Moskowitz | House | Sell | $1K–$15K | Aug 27 |
| May 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| May 11, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| May 1, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Apr 30, 2026 | April McClain Delaney | House | Buy | $1K–$15K | May 6 |
| Mar 16, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Apr 6 |
| Feb 10, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Mar 9 |
| Feb 6, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Mar 10 |
| Sep 18, 2025 | April McClain Delaney | House | Buy | $1K–$15K | Oct 6 |
| Sep 11, 2025 | April McClain Delaney | House | Buy | $1K–$15K | Oct 6 |
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) | 9,809 | $2.1M | 0.01% | -12% | 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