TDG
Outperforming without a clear catalyst yet
- TDG +1.61% on the last session vs SPY −0.29%: +1.9 pts of stock-specific move.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: TD Cowen maintained Buy, lowered target $1,450 → $1,300.
- 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 |
|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | House | Sell | $100K–$250K | Sep 9 |
| Jul 28, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Aug 3 |
| May 22, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Jun 5 |
| May 21, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Jun 5 |
| May 13, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Jun 5 |
| May 8, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Jun 5 |
| May 7, 2026 | April McClain Delaney | House | Buy | $1K–$15K | Jun 5 |
| Apr 29, 2026 | April McClain Delaney | House | Buy | $1K–$15K | May 6 |
| Apr 20, 2026 | April McClain Delaney | House | Buy | $1K–$15K | May 6 |
| Apr 17, 2026 | April McClain Delaney | House | Buy | $1K–$15K | May 6 |
| Apr 15, 2026 | April McClain Delaney | House | Buy | $1K–$15K | May 6 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 25, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 16, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Jan 30, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
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 |
|---|---|---|---|---|---|
| Third Point (Dan Loeb) | 79,000 | $105.2M | 2.3% | +216% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 1,855 | $2.5M | 0.01% | -20% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Third Point (Dan Loeb) | Added | 13F, Q2 2026 | 54,000 | $71.9M | 2.3% | Aug 14 |
| May 15, 2026 | Third Point (Dan Loeb) | New stake | 13F, Q1 2026 | 25,000 | $29M | 1.4% | May 15 |
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