STT
Moving with the market
- STT −0.14% on the last session vs SPY +0.12%: −0.3 pts of stock-specific move.
- Reported 3Q2026 Oct 14 before the open: EPS $3.69 vs $3.68 expected (beat, +$0.01, +0.4%); revenue $4.0B (-0.9% miss). The stock moved -4.1% on Wed's session (-3.1 pts vs SPY).
- Aftermath, big drop (Oct 14): After its 55 big drops in the past 5 years, STT was higher a day later 37 times out of 55; half the outcomes fell between -0.9% and +1.4%. History, not a forecast.
- 3 analyst actions in the past 10 days (1 positive, 2 negative); latest: BMO Capital maintained Outperform, lowered target $212 → $200.
- 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 |
|---|---|---|---|---|---|
| May 18, 2026 | Jake Auchincloss | House | Sell | $15K–$50K | May 22 |
| May 18, 2026 | Jake Auchincloss | House | Sell | $15K–$50K | May 22 |
| Feb 17, 2026 | Jake Auchincloss | House | Sell | $15K–$50K | Feb 19 |
| Nov 21, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Nov 17, 2025 | Jake Auchincloss | House | Sell | $15K–$50K | Nov 18 |
| Nov 11, 2025 | Jonathan Jackson | House | Buy | $1K–$15K | Dec 5 |
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) | 99,738 | $16.9M | 0.07% | -39% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 129,521 | $16.7M | 0.2% | Feb 13 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 142,642 | $16.5M | 0.2% | Nov 13 |
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