Moving with its uranium peers
- UEC +2.66% on the last session vs SPY +0.10%: +2.6 pts of stock-specific move.
- Uranium basket +3.5% (+3.4 pts vs SPY; NXE +5.9%, CCJ +1.1%): the stock moved with its peers.
- 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 1.6× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Josephine Man | CFO | Tax | tax withholding | 2,872 | $9.36 | $26.9K | Oct 2 |
| Jul 31, 2026 | Brent Berg | Senior VP | Tax | tax withholding | 4,141 | $9.60 | $39.8K | Jul 31 |
| Jul 31, 2026 | Josephine Man | CFO | Tax | tax withholding | 8,613 | $9.60 | $82.7K | Jul 31 |
| Jul 31, 2026 | Scott Melbye | President | Tax | tax withholding | 55,656 | $9.60 | $534.3K | Jul 31 |
| Jul 31, 2026 | David Kong | Director | Tax | tax withholding | 5,748 | $9.60 | $55.2K | Jul 31 |
| Jul 31, 2026 | Amir Adnani | CEO | Tax | tax withholding | 426,649 | $9.60 | $4.1M | Jul 31 |
| Oct 1, 2025 | Josephine Man | CFO | Tax | tax withholding | 2,872 | $12.99 | $37.3K | Oct 3 |
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