VZ
Moving with its group (XLC +1.4%)
- VZ +2.23% on the last session vs SPY −0.29%: +2.5 pts of stock-specific move.
- The communications ETF (XLC) +1.4% (+1.7 pts vs SPY): the stock moved with its group.
- Aftermath, big gain (+2.2% today so far, past its big-gain line of +1.6%): After its 70 big gains in the past 5 years, VZ was higher a day later 39 times out of 70; half the outcomes fell between -0.5% and +1.0%. History, not a forecast.
- 9 Reddit mentions in the past 24 hours, 77% positive over the week.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: Scotiabank maintained Sector Outperform, lowered target $51.50 → $50.00.
- 5 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.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 13, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $42.93 | $47.2K | Oct 14 |
| Oct 6, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $45.75 | $50.3K | Oct 7 |
| Sep 29, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $46.40 | $51K | Sep 30 |
| Sep 22, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $47.65 | $52.4K | Sep 23 |
| Sep 15, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $51.19 | $56.3K | Sep 16 |
| Sep 8, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $49.98 | $55K | Sep 9 |
| Sep 1, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $50.50 | $55.5K | Sep 2 |
| Aug 25, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $50.06 | $55.1K | Aug 26 |
| Aug 18, 2026 | Kyle Malady | CEO | Sell | 10b5-1 plan | 1,100 | $48.68 | $53.5K | Aug 19 |
| May 29, 2026 | Samantha Hammock | EVP | Sell | unplanned | 73,069 | $47.83 | $3.5M | Jun 2 |
| Mar 2, 2026 | Mary-Lee Stillwell | SVP | Sell | 10b5-1 plan | 8,569 | $50.00 | $428.4K | Mar 3 |
| Feb 27, 2026 | Kyle Malady | CEO | Tax | tax withholding | 50,708 | $50.14 | $2.5M | Mar 3 |
| Feb 27, 2026 | Hans Erik Vestberg | Director | Tax | tax withholding | 101,077 | $50.14 | $5.1M | Mar 3 |
| Feb 27, 2026 | Samantha Hammock | EVP | Tax | tax withholding | 23,899 | $50.14 | $1.2M | Mar 3 |
| Feb 27, 2026 | Joseph J. Russo | EVP | Tax | tax withholding | 24,543 | $50.14 | $1.2M | Mar 3 |
| Feb 27, 2026 | Anthony T Skiadas | CFO | Tax | tax withholding | 49,095 | $50.14 | $2.5M | Mar 3 |
| Feb 27, 2026 | Mary-Lee Stillwell | SVP | Tax | tax withholding | 12,093 | $50.14 | $606.3K | Mar 3 |
| Feb 27, 2026 | Vandana Venkatesh | General Counsel | Tax | tax withholding | 24,306 | $50.14 | $1.2M | Mar 3 |
| Feb 24, 2026 | Hans Erik Vestberg | Director | Sell | unplanned | 225,000 | $49.61 | $11.2M | Feb 25 |
| Feb 11, 2026 | Samantha Hammock | EVP | Tax | tax withholding | 29,525 | $48.97 | $1.4M | Feb 13 |
| Feb 11, 2026 | Kyle Malady | CEO | Tax | tax withholding | 58,030 | $48.97 | $2.8M | Feb 13 |
| Feb 11, 2026 | Joseph J. Russo | EVP | Tax | tax withholding | 18,529 | $48.97 | $907.4K | Feb 13 |
| Feb 11, 2026 | Anthony T Skiadas | CFO | Tax | tax withholding | 42,378 | $48.97 | $2.1M | Feb 13 |
| Feb 11, 2026 | Mary-Lee Stillwell | SVP | Tax | tax withholding | 2,187 | $48.97 | $107.1K | Feb 13 |
| Feb 11, 2026 | Vandana Venkatesh | General Counsel | Tax | tax withholding | 23,710 | $48.97 | $1.2M | Feb 13 |
| Feb 11, 2026 | Hans Erik Vestberg | Director | Tax | tax withholding | 164,859 | $48.97 | $8.1M | Feb 13 |
| Feb 2, 2026 | Joseph J. Russo | EVP | Sell | unplanned | 9,579 | $44.88 | $429.9K | Feb 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
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 18, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 12 |
| Jul 17, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 4 |
| Apr 23, 2026 | Lloyd K. Smucker | House | Sell | $1K–$15K | Apr 30 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Apr 7, 2026 | Jennifer McClellan | House | Sell | $100K–$250K | Apr 16 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 9, 2026 | Pete Sessions | House | Sell | $1K–$15K | Mar 9 |
| Feb 23, 2026 | Sheldon Whitehouse | Senate | Sell | $1K–$15K | Mar 6 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Dec 12, 2025 | Gary C Peters | Senate | Buy | $1K–$15K | Jan 7 |
| Dec 10, 2025 | Tim Moore | House | Buy | $15K–$50K | Dec 19 |
| Nov 19, 2025 | Tim Moore | House | Sell | $100K–$250K | Dec 2 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Nov 5, 2025 | Tim Moore | House | Buy | $15K–$50K | Dec 2 |
| Oct 31, 2025 | Tim Moore | House | Buy | $15K–$50K | Nov 12 |
| Oct 10, 2025 | Tim Moore | House | Buy | $15K–$50K | Nov 12 |
| Oct 7, 2025 | Tim Moore | House | Buy | $50K–$100K | Nov 12 |
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) | 980,458 | $41.5M | 0.17% | +125% | Q2 2026 |
| Soros Fund Management (George Soros) | 43,292 | $1.8M | 0.03% | — | 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