For informational purposes only — not investment advice

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STX

LONGINSIDER SELLCONGRESS BUY

Seagate Technology Hldngs Pl

Research: Finviz ↗·Perplexity ↗

Funds
8
Score
11.35
vs SPY
-12.0%
Stock return (since Q-end)
-8.0%
SPY return (since Q-end)
+4.0%
Current price
$887.09
Days to cover (short int.)
2.7d↑+7.6%
as of 2026-09-15

News Summary

Positive

Seagate delivered a strong fiscal Q4 2026 earnings beat with $3.6B revenue, 52.7% non-GAAP gross margin, and $5.71 non-GAAP EPS, driven by AI data center demand for mass-capacity storage. The company generated robust free cash flow of $3.1B and returned $2.21B to shareholders through debt reduction and distributions, while analysts issued a wave of bullish upgrades with price targets reaching $1,150, though valuation concerns and one 10.4% sector-wide sell-off on July 2 suggest near-term volatility risks.

Red flags

  • •Stock volatility with 10.38% single-session drop on July 2, 2026, citing memory-sector oversupply concerns
  • •Valuation divergence: longer-term analyst fair value estimate (~$930) significantly below near-term bullish targets (~$1,125), suggesting potential overextension
  • •Heavy reliance on AI data center demand cycle—concentration risk if capex spending normalizes

Funds Buying (8)

FundManagerShares Held∆ SharesPosition Value% of FundQoQStatus
Lone Pine CapitalSteve Mandel1.0M+1.0M$965M5.9%—NEW
Point72Steve Cohen823K+277K$794M1.2%+51%Existing
Sachem Head CapitalScott Ferguson472K+472K$455M9.4%—NEW
Tiger GlobalChase Coleman285K+285K$275M1.1%—NEW
Whale Rock CapitalAlex Sacerdote149K+149K$143M1.2%—NEW
Duquesne Family OfficeStanley Druckenmiller122K+71K$118M2.7%+141%Existing
D1 CapitalDan Sundheim30K+30K$29M<0.1%—NEW
Maverick CapitalLee Ainslie1K+1K$1M<0.1%—NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.

Portfolio Context

Where STX ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.

Sachem Head Capital

position #2 of this fund's book

  1. 1Talen Energy Corp$526M
  2. 2Seagate Technology Hldngs PL$455M
  3. 3Primo Brands Corporation$435M
  4. 4Performance Food Group Co$374M
  5. 5MKS INC.$361M
Lone Pine Capital

position #3 of this fund's book

  1. 1NEBIUS GROUP N.V.$1,176M
  2. 2ASML HLDG NV$1,132M
  3. 3SEAGATE TECHNOLOGY HLDNGS PL$965M
  4. 4HOME DEPOT INC$918M
  5. 5APPLIED MATLS INC$873M
  6. 6MEDLINE INC$827M
Point72

position #6 of this fund's book

  1. 3AMAZON COM INC$1,061M
  2. 4MKS INC.$888M
  3. 5ARISTA NETWORKS INC$873M
  4. 6SEAGATE TECHNOLOGY HLDNGS PL$794M
  5. 7ADVANCED MICRO DEVICES INC$772M
  6. 8TAIWAN SEMICONDUCTOR MANUFAC$766M
  7. 9SNOWFLAKE INC$716M
Duquesne Family Office

position #10 of this fund's book

  1. 7Bbb Foods Inc$121M
  2. 8Alphabet Inc$120M
  3. 9Ishares Inc$119M
  4. 10Seagate Technology Hldngs Pl$118M
  5. 11Fox Corp$115M
  6. 12United Airls Hldgs Inc$108M
  7. 13Sea Ltd$105M
Tiger Global

position #22 of this fund's book

  1. 19ADVANCED MICRO DEVICES INC$392M
  2. 20BLOCK INC$348M
  3. 21APOLLO GLOBAL MGMT INC$322M
  4. 22SEAGATE TECHNOLOGY HLDNGS PL$275M
  5. 23VISA INC$274M
  6. 24MERCADOLIBRE INC$260M
  7. 25LIBERTY MEDIA CORP DEL$217M
Whale Rock Capital

position #25 of this fund's book

  1. 22APPLOVIN CORP$238M
  2. 23SNOWFLAKE INC$225M
  3. 24TWILIO INC$170M
  4. 25SEAGATE TECHNOLOGY HLDNGS PL$143M
  5. 26KLAVIYO INC$83M
  6. 27NVIDIA CORPORATION$75M
  7. 28MONGODB INC$75M

Values are quarter-end position sizes. Shown only for funds where STX ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.

Insider Activity

NameTitleTypeSharesPriceValueFiledSrc
MOSLEY WILLIAM DCEOSELL822$934.35$0.77M2026-10-01↗
MOSLEY WILLIAM DCEOSELL640$935.15$0.60M2026-10-01↗
MOSLEY WILLIAM DCEOSELL759$936.43$0.71M2026-10-01↗
MOSLEY WILLIAM DCEOSELL579$937.33$0.54M2026-10-01↗
MOSLEY WILLIAM DCEOSELL640$938.32$0.60M2026-10-01↗
MOSLEY WILLIAM DCEOSELL360$929.01$0.33M2026-10-01↗
MOSLEY WILLIAM DCEOSELL720$939.27$0.68M2026-10-01↗
MOSLEY WILLIAM DCEOSELL80$940.20$0.08M2026-10-01↗
MOSLEY WILLIAM DCEOSELL40$941.22$0.04M2026-10-01↗
MOSLEY WILLIAM DCEOSELL280$943.21$0.26M2026-10-01↗
MOSLEY WILLIAM DCEOSELL440$944.81$0.42M2026-10-01↗
MOSLEY WILLIAM DCEOSELL1K$932.04$1.23M2026-10-01↗
MOSLEY WILLIAM DCEOSELL962$945.97$0.91M2026-10-01↗
MOSLEY WILLIAM DCEOSELL360$898.10$0.32M2026-10-01↗
MOSLEY WILLIAM DCEOSELL517$900.46$0.47M2026-10-01↗
MOSLEY WILLIAM DCEOSELL440$901.49$0.40M2026-10-01↗
MOSLEY WILLIAM DCEOSELL384$902.55$0.35M2026-10-01↗
MOSLEY WILLIAM DCEOSELL696$903.36$0.63M2026-10-01↗
MOSLEY WILLIAM DCEOSELL840$933.28$0.78M2026-10-01↗
MOSLEY WILLIAM DCEOSELL480$904.33$0.43M2026-10-01↗
MOSLEY WILLIAM DCEOSELL480$905.38$0.43M2026-10-01↗
MOSLEY WILLIAM DCEOSELL601$906.42$0.54M2026-10-01↗
MOSLEY WILLIAM DCEOSELL560$907.43$0.51M2026-10-01↗
MOSLEY WILLIAM DCEOSELL1K$908.58$0.93M2026-10-01↗
MOSLEY WILLIAM DCEOSELL307$909.84$0.28M2026-10-01↗
MOSLEY WILLIAM DCEOSELL855$930.03$0.80M2026-10-01↗
MOSLEY WILLIAM DCEOSELL840$910.69$0.76M2026-10-01↗
MOSLEY WILLIAM DCEOSELL1K$912.04$1.05M2026-10-01↗
MOSLEY WILLIAM DCEOSELL696$913.08$0.64M2026-10-01↗
MOSLEY WILLIAM DCEOSELL904$913.94$0.83M2026-10-01↗
MOSLEY WILLIAM DCEOSELL960$915.01$0.88M2026-10-01↗
MOSLEY WILLIAM DCEOSELL480$916.10$0.44M2026-10-01↗
MOSLEY WILLIAM DCEOSELL400$917.22$0.37M2026-10-01↗
MOSLEY WILLIAM DCEOSELL920$918.49$0.85M2026-10-01↗
MOSLEY WILLIAM DCEOSELL840$919.56$0.77M2026-10-01↗
MOSLEY WILLIAM DCEOSELL630$920.62$0.58M2026-10-01↗
MOSLEY WILLIAM DCEOSELL930$921.63$0.86M2026-10-01↗
MOSLEY WILLIAM DCEOSELL2K$930.99$1.55M2026-10-01↗
MOSLEY WILLIAM DCEOSELL800$922.66$0.74M2026-10-01↗
MOSLEY WILLIAM DCEOSELL760$923.78$0.70M2026-10-01↗
MOSLEY WILLIAM DCEOSELL640$924.72$0.59M2026-10-01↗
MOSLEY WILLIAM DCEOSELL1K$925.88$1.00M2026-10-01↗
MOSLEY WILLIAM DCEOSELL480$926.78$0.44M2026-10-01↗
MOSLEY WILLIAM DCEOSELL640$927.90$0.59M2026-10-01↗
Morris John ChristopherEVP & CTOSELL40$886.27$0.04M2026-09-21↗
Morris John ChristopherEVP & CTOSELL40$863.66$0.03M2026-09-21↗
Morris John ChristopherEVP & CTOSELL80$865.11$0.07M2026-09-21↗
Morris John ChristopherEVP & CTOSELL40$865.80$0.03M2026-09-21↗
Morris John ChristopherEVP & CTOSELL160$868.11$0.14M2026-09-21↗
Morris John ChristopherEVP & CTOSELL80$869.21$0.07M2026-09-21↗
Morris John ChristopherEVP & CTOSELL200$870.28$0.17M2026-09-21↗
Morris John ChristopherEVP & CTOSELL520$871.56$0.45M2026-09-21↗
Morris John ChristopherEVP & CTOSELL1K$872.42$0.87M2026-09-21↗
Morris John ChristopherEVP & CTOSELL1K$873.49$0.91M2026-09-21↗
Morris John ChristopherEVP & CTOSELL986$874.50$0.86M2026-09-21↗
Morris John ChristopherEVP & CTOSELL974$875.35$0.85M2026-09-21↗
Morris John ChristopherEVP & CTOSELL760$876.54$0.67M2026-09-21↗
Morris John ChristopherEVP & CTOSELL418$877.36$0.37M2026-09-21↗
Morris John ChristopherEVP & CTOSELL280$878.38$0.25M2026-09-21↗
Morris John ChristopherEVP & CTOSELL200$879.71$0.18M2026-09-21↗
Morris John ChristopherEVP & CTOSELL741$881.16$0.65M2026-09-21↗
Morris John ChristopherEVP & CTOSELL200$881.90$0.18M2026-09-21↗
Morris John ChristopherEVP & CTOSELL320$883.08$0.28M2026-09-21↗
Morris John ChristopherEVP & CTOSELL120$887.92$0.11M2026-09-21↗
Morris John ChristopherEVP & CTOSELL40$890.54$0.04M2026-09-21↗
Morris John ChristopherEVP & CTOSELL40$893.15$0.04M2026-09-21↗
Morris John ChristopherEVP & CTOSELL915$894.27$0.82M2026-09-21↗
Morris John ChristopherEVP & CTOSELL80$897.28$0.07M2026-09-21↗
Morris John ChristopherEVP & CTOSELL40$899.53$0.04M2026-09-21↗
Morris John ChristopherEVP & CTOSELL40$902.07$0.04M2026-09-21↗
Romano GianlucaEVP & CFOSELL50K$772.16$38.59M2026-09-15↗
MOSLEY WILLIAM DCEOSELL98K$772.14$75.58M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL914$771.38$0.71M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL3K$772.65$2.67M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$774.01$1.33M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$775.01$1.79M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL3K$776.20$2.52M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL4K$777.22$3.10M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL7K$778.35$5.65M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL7K$779.27$5.21M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$780.29$1.91M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$781.35$1.25M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL4K$782.56$3.25M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$783.28$1.38M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL1K$784.45$0.78M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL1K$786.14$0.82M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL120$787.26$0.09M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL280$788.43$0.22M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$789.84$1.39M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL560$791.36$0.44M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL1K$794.72$1.02M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$795.95$1.72M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$796.90$1.26M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL530$797.97$0.42M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL400$799.03$0.32M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$800.47$1.99M2026-09-15↗
Morris John ChristopherEVP & CTOSELL15K$772.15$11.94M2026-09-15↗
Teh Ban SengEVP & Chief Commercial OfficerSELL989$779.00$0.77M2026-09-14↗
Morris John ChristopherEVP & CTOSELL492$781.23$0.38M2026-09-14↗
MOSLEY WILLIAM DCEOSELL2K$781.23$1.46M2026-09-14↗
Romano GianlucaEVP & CFOSELL955$781.24$0.75M2026-09-14↗
Romano GianlucaEVP & CFOSELL5K$831.71$3.82M2026-09-11↗
Romano GianlucaEVP & CFOSELL200$844.81$0.17M2026-09-11↗
Romano GianlucaEVP & CFOSELL200$846.94$0.17M2026-09-11↗
Romano GianlucaEVP & CFOSELL320$847.98$0.27M2026-09-11↗
Romano GianlucaEVP & CFOSELL560$849.53$0.48M2026-09-11↗
Romano GianlucaEVP & CFOSELL80$849.87$0.07M2026-09-11↗
Romano GianlucaEVP & CFOSELL320$851.45$0.27M2026-09-11↗
Romano GianlucaEVP & CFOSELL640$852.87$0.55M2026-09-11↗
Romano GianlucaEVP & CFOSELL680$854.41$0.58M2026-09-11↗
Romano GianlucaEVP & CFOSELL240$855.72$0.21M2026-09-11↗
Romano GianlucaEVP & CFOSELL240$857.41$0.21M2026-09-11↗
Romano GianlucaEVP & CFOSELL280$860.47$0.24M2026-09-11↗
Romano GianlucaEVP & CFOSELL280$861.07$0.24M2026-09-11↗
Romano GianlucaEVP & CFOSELL320$864.41$0.28M2026-09-11↗
Romano GianlucaEVP & CFOSELL240$868.43$0.21M2026-09-11↗
Romano GianlucaEVP & CFOSELL1K$819.39$0.85M2026-09-11↗
Romano GianlucaEVP & CFOSELL1K$820.54$1.08M2026-09-11↗
Romano GianlucaEVP & CFOSELL2K$821.42$1.27M2026-09-11↗
Romano GianlucaEVP & CFOSELL2K$822.50$1.39M2026-09-11↗
Romano GianlucaEVP & CFOSELL880$823.72$0.72M2026-09-11↗
Romano GianlucaEVP & CFOSELL1K$824.60$1.15M2026-09-11↗
Romano GianlucaEVP & CFOSELL800$825.65$0.66M2026-09-11↗
Romano GianlucaEVP & CFOSELL2K$826.72$1.52M2026-09-11↗
Romano GianlucaEVP & CFOSELL2K$827.72$1.43M2026-09-11↗
Romano GianlucaEVP & CFOSELL3K$828.84$2.75M2026-09-11↗
Romano GianlucaEVP & CFOSELL6K$829.77$4.64M2026-09-11↗
Romano GianlucaEVP & CFOSELL8K$830.74$6.29M2026-09-11↗
Romano GianlucaEVP & CFOSELL4K$832.68$3.51M2026-09-11↗
Romano GianlucaEVP & CFOSELL2K$833.67$1.73M2026-09-11↗
Romano GianlucaEVP & CFOSELL1K$834.80$1.20M2026-09-11↗
Romano GianlucaEVP & CFOSELL1K$835.67$1.10M2026-09-11↗
Romano GianlucaEVP & CFOSELL480$836.92$0.40M2026-09-11↗
Romano GianlucaEVP & CFOSELL200$838.10$0.17M2026-09-11↗
Romano GianlucaEVP & CFOSELL880$839.15$0.74M2026-09-11↗
Romano GianlucaEVP & CFOSELL1K$840.12$0.84M2026-09-11↗
Romano GianlucaEVP & CFOSELL320$841.05$0.27M2026-09-11↗
Romano GianlucaEVP & CFOSELL280$842.23$0.24M2026-09-11↗
Romano GianlucaEVP & CFOSELL360$843.55$0.30M2026-09-11↗
Teh Ban SengEVP & Chief Commercial OfficerSELL663$860.09$0.57M2026-09-10↗
Morris John ChristopherEVP & CTOSELL253$862.13$0.22M2026-09-10↗
Morris John ChristopherEVP & CTOSELL319$862.14$0.28M2026-09-10↗
Romano GianlucaEVP & CFOSELL522$862.13$0.45M2026-09-10↗
Romano GianlucaEVP & CFOSELL825$862.13$0.71M2026-09-10↗
MOSLEY WILLIAM DCEOSELL2K$862.13$1.32M2026-09-10↗
MOSLEY WILLIAM DCEOSELL1K$862.14$1.13M2026-09-10↗
MOSLEY WILLIAM DCEOSELL357$804.61$0.29M2026-09-01↗
MOSLEY WILLIAM DCEOSELL160$805.55$0.13M2026-09-01↗
MOSLEY WILLIAM DCEOSELL160$807.19$0.13M2026-09-01↗
MOSLEY WILLIAM DCEOSELL960$808.62$0.78M2026-09-01↗
MOSLEY WILLIAM DCEOSELL1K$809.55$0.94M2026-09-01↗
MOSLEY WILLIAM DCEOSELL1K$810.78$0.90M2026-09-01↗
MOSLEY WILLIAM DCEOSELL2K$811.73$1.28M2026-09-01↗
MOSLEY WILLIAM DCEOSELL1K$812.55$0.98M2026-09-01↗
MOSLEY WILLIAM DCEOSELL2K$813.74$1.66M2026-09-01↗
MOSLEY WILLIAM DCEOSELL3K$814.75$2.34M2026-09-01↗
MOSLEY WILLIAM DCEOSELL5K$815.75$3.72M2026-09-01↗
MOSLEY WILLIAM DCEOSELL4K$816.75$3.50M2026-09-01↗
MOSLEY WILLIAM DCEOSELL2K$817.71$1.70M2026-09-01↗
MOSLEY WILLIAM DCEOSELL1K$818.78$0.85M2026-09-01↗
MOSLEY WILLIAM DCEOSELL1K$819.84$1.08M2026-09-01↗
MOSLEY WILLIAM DCEOSELL920$820.89$0.76M2026-09-01↗
MOSLEY WILLIAM DCEOSELL480$822.05$0.39M2026-09-01↗
MOSLEY WILLIAM DCEOSELL600$822.89$0.49M2026-09-01↗
MOSLEY WILLIAM DCEOSELL1K$824.05$1.02M2026-09-01↗
MOSLEY WILLIAM DCEOSELL600$824.93$0.49M2026-09-01↗
MOSLEY WILLIAM DCEOSELL580$826.00$0.48M2026-09-01↗
MOSLEY WILLIAM DCEOSELL340$826.86$0.28M2026-09-01↗
MOSLEY WILLIAM DCEOSELL120$827.90$0.10M2026-09-01↗
MOSLEY WILLIAM DCEOSELL80$829.10$0.07M2026-09-01↗
MOSLEY WILLIAM DCEOSELL80$830.36$0.07M2026-09-01↗
MOSLEY WILLIAM DCEOSELL80$832.04$0.07M2026-09-01↗
Conyers Yolanda Lee—SELL750$815.11$0.61M2026-09-01↗
Lee James CIEVP & CLOSELL40$774.84$0.03M2026-08-24↗
Lee James CIEVP & CLOSELL112$776.14$0.09M2026-08-24↗
Lee James CIEVP & CLOSELL8$777.05$0.01M2026-08-24↗
Lee James CIEVP & CLOSELL80$778.50$0.06M2026-08-24↗
Lee James CIEVP & CLOSELL160$780.66$0.12M2026-08-24↗
Lee James CIEVP & CLOSELL280$782.33$0.22M2026-08-24↗
Lee James CIEVP & CLOSELL280$783.28$0.22M2026-08-24↗
Lee James CIEVP & CLOSELL120$784.66$0.09M2026-08-24↗
Lee James CIEVP & CLOSELL240$786.27$0.19M2026-08-24↗
Lee James CIEVP & CLOSELL200$788.03$0.16M2026-08-24↗
Lee James CIEVP & CLOSELL560$789.25$0.44M2026-08-24↗
Lee James CIEVP & CLOSELL280$790.34$0.22M2026-08-24↗
Lee James CIEVP & CLOSELL440$791.80$0.35M2026-08-24↗
Lee James CIEVP & CLOSELL120$792.39$0.10M2026-08-24↗
Lee James CIEVP & CLOSELL480$793.66$0.38M2026-08-24↗
Lee James CIEVP & CLOSELL968$794.77$0.77M2026-08-24↗
Lee James CIEVP & CLOSELL845$795.90$0.67M2026-08-24↗
Lee James CIEVP & CLOSELL600$797.39$0.48M2026-08-24↗
Lee James CIEVP & CLOSELL600$798.49$0.48M2026-08-24↗
Lee James CIEVP & CLOSELL567$799.44$0.45M2026-08-24↗
Lee James CIEVP & CLOSELL480$800.42$0.38M2026-08-24↗
Lee James CIEVP & CLOSELL200$801.60$0.16M2026-08-24↗
Lee James CIEVP & CLOSELL593$802.67$0.48M2026-08-24↗
Lee James CIEVP & CLOSELL440$803.57$0.35M2026-08-24↗
Lee James CIEVP & CLOSELL80$804.87$0.06M2026-08-24↗
Lee James CIEVP & CLOSELL120$809.61$0.10M2026-08-24↗
Lee James CIEVP & CLOSELL40$812.72$0.03M2026-08-24↗
Lee James CIEVP & CLOSELL40$814.27$0.03M2026-08-24↗
Lee James CIEVP & CLOSELL40$816.96$0.03M2026-08-24↗
Teh Ban SengEVP & Chief Commercial OfficerSELL360$846.39$0.30M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL80$835.54$0.07M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL89$837.27$0.07M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL88$838.35$0.07M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL280$839.60$0.24M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL200$840.53$0.17M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL440$841.60$0.37M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL240$842.69$0.20M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL120$843.64$0.10M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL228$845.15$0.19M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL920$847.36$0.78M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL520$848.47$0.44M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL267$849.27$0.23M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL440$850.63$0.37M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL560$851.71$0.48M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL510$852.90$0.43M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL160$854.21$0.14M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL240$855.18$0.21M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL720$857.16$0.62M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL280$858.23$0.24M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL80$859.29$0.07M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL500$860.50$0.43M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL221$861.26$0.19M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL2K$861.81$1.52M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL360$863.21$0.31M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL120$865.77$0.10M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL80$868.00$0.07M2026-08-21↗
Morris John ChristopherEVP & CTOSELL879$849.35$0.75M2026-08-21↗
Morris John ChristopherEVP & CTOSELL2K$849.35$1.72M2026-08-21↗
Morris John ChristopherEVP & CTOSELL608$849.35$0.52M2026-08-21↗
Lee James CIEVP & CLOSELL667$849.35$0.57M2026-08-21↗
Lee James CIEVP & CLOSELL755$849.35$0.64M2026-08-21↗
Lee James CIEVP & CLOSELL3K$849.35$2.14M2026-08-21↗
Romano GianlucaEVP & CFOSELL3K$849.35$2.30M2026-08-21↗
Romano GianlucaEVP & CFOSELL5K$849.35$4.16M2026-08-21↗
Romano GianlucaEVP & CFOSELL1K$849.35$1.25M2026-08-21↗
MOSLEY WILLIAM DCEOSELL3K$849.35$2.92M2026-08-21↗
MOSLEY WILLIAM DCEOSELL11K$849.35$9.60M2026-08-21↗
MOSLEY WILLIAM DCEOSELL3K$849.35$2.88M2026-08-21↗
Teh Ban SengEVP & Chief Commercial OfficerSELL320$846.31$0.27M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL630$852.05$0.54M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL610$852.66$0.52M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL926$845.03$0.78M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL40$843.86$0.03M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL120$843.24$0.10M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL160$841.51$0.13M2026-08-20↗
Morris John ChristopherEVP & CTOSELL523$835.54$0.44M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL80$839.94$0.07M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL120$838.41$0.10M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL440$837.22$0.37M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL682$835.64$0.57M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL240$834.59$0.20M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL280$833.71$0.23M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL240$831.85$0.20M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL80$830.18$0.07M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL240$829.77$0.20M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL400$849.27$0.34M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL280$850.41$0.24M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL160$847.41$0.14M2026-08-20↗
Teh Ban SengEVP & Chief Commercial OfficerSELL6K$920.14$5.52M2026-08-13↗
Teh Ban SengEVP & Chief Commercial OfficerSELL1K$923.73$1.26M2026-08-13↗
Romano GianlucaEVP & CFOSELL412$813.50$0.34M2026-08-07↗
Romano GianlucaEVP & CFOSELL920$814.42$0.75M2026-08-07↗
Romano GianlucaEVP & CFOSELL320$815.50$0.26M2026-08-07↗
Romano GianlucaEVP & CFOSELL480$816.72$0.39M2026-08-07↗
Romano GianlucaEVP & CFOSELL280$817.74$0.23M2026-08-07↗
Romano GianlucaEVP & CFOSELL560$818.71$0.46M2026-08-07↗
Romano GianlucaEVP & CFOSELL400$820.21$0.33M2026-08-07↗
Romano GianlucaEVP & CFOSELL640$821.32$0.53M2026-08-07↗
Romano GianlucaEVP & CFOSELL520$822.45$0.43M2026-08-07↗
Romano GianlucaEVP & CFOSELL360$823.57$0.30M2026-08-07↗
Romano GianlucaEVP & CFOSELL120$824.90$0.10M2026-08-07↗
Romano GianlucaEVP & CFOSELL80$825.54$0.07M2026-08-07↗
Romano GianlucaEVP & CFOSELL40$827.88$0.03M2026-08-07↗
Romano GianlucaEVP & CFOSELL240$829.74$0.20M2026-08-07↗
Romano GianlucaEVP & CFOSELL280$831.25$0.23M2026-08-07↗
Romano GianlucaEVP & CFOSELL200$763.39$0.15M2026-08-07↗
Romano GianlucaEVP & CFOSELL160$765.58$0.12M2026-08-07↗
Romano GianlucaEVP & CFOSELL400$767.81$0.31M2026-08-07↗
Romano GianlucaEVP & CFOSELL560$769.21$0.43M2026-08-07↗
Romano GianlucaEVP & CFOSELL320$770.27$0.25M2026-08-07↗
Romano GianlucaEVP & CFOSELL321$771.40$0.25M2026-08-07↗
Romano GianlucaEVP & CFOSELL320$772.45$0.25M2026-08-07↗
Romano GianlucaEVP & CFOSELL280$773.60$0.22M2026-08-07↗
Romano GianlucaEVP & CFOSELL192$774.27$0.15M2026-08-07↗
Romano GianlucaEVP & CFOSELL127$775.52$0.10M2026-08-07↗
Romano GianlucaEVP & CFOSELL200$776.94$0.16M2026-08-07↗
Romano GianlucaEVP & CFOSELL120$778.54$0.09M2026-08-07↗
Romano GianlucaEVP & CFOSELL440$779.73$0.34M2026-08-07↗
Romano GianlucaEVP & CFOSELL80$780.22$0.06M2026-08-07↗
Romano GianlucaEVP & CFOSELL120$781.89$0.09M2026-08-07↗
Romano GianlucaEVP & CFOSELL200$782.96$0.16M2026-08-07↗
Romano GianlucaEVP & CFOSELL120$784.34$0.09M2026-08-07↗
Romano GianlucaEVP & CFOSELL200$785.08$0.16M2026-08-07↗
Romano GianlucaEVP & CFOSELL200$787.35$0.16M2026-08-07↗
Romano GianlucaEVP & CFOSELL160$788.60$0.13M2026-08-07↗
Romano GianlucaEVP & CFOSELL240$789.45$0.19M2026-08-07↗
Romano GianlucaEVP & CFOSELL80$790.53$0.06M2026-08-07↗
Romano GianlucaEVP & CFOSELL240$791.50$0.19M2026-08-07↗
Romano GianlucaEVP & CFOSELL280$793.15$0.22M2026-08-07↗
Romano GianlucaEVP & CFOSELL547$793.77$0.43M2026-08-07↗
Romano GianlucaEVP & CFOSELL480$795.02$0.38M2026-08-07↗
Romano GianlucaEVP & CFOSELL93$796.40$0.07M2026-08-07↗
Romano GianlucaEVP & CFOSELL240$797.34$0.19M2026-08-07↗
Romano GianlucaEVP & CFOSELL320$798.33$0.26M2026-08-07↗
Romano GianlucaEVP & CFOSELL80$835.77$0.07M2026-08-07↗
Romano GianlucaEVP & CFOSELL80$838.84$0.07M2026-08-07↗
Romano GianlucaEVP & CFOSELL120$841.16$0.10M2026-08-07↗
Romano GianlucaEVP & CFOSELL80$842.86$0.07M2026-08-07↗
Romano GianlucaEVP & CFOSELL40$844.40$0.03M2026-08-07↗
Romano GianlucaEVP & CFOSELL80$846.73$0.07M2026-08-07↗
Romano GianlucaEVP & CFOSELL160$849.03$0.14M2026-08-07↗
Romano GianlucaEVP & CFOSELL240$850.04$0.20M2026-08-07↗
Romano GianlucaEVP & CFOSELL320$799.64$0.26M2026-08-07↗
Romano GianlucaEVP & CFOSELL520$800.42$0.42M2026-08-07↗
Romano GianlucaEVP & CFOSELL767$801.71$0.61M2026-08-07↗
Romano GianlucaEVP & CFOSELL679$802.67$0.55M2026-08-07↗
Romano GianlucaEVP & CFOSELL1K$803.82$0.99M2026-08-07↗
Romano GianlucaEVP & CFOSELL620$804.78$0.50M2026-08-07↗
Romano GianlucaEVP & CFOSELL1K$805.89$0.92M2026-08-07↗
Romano GianlucaEVP & CFOSELL840$806.80$0.68M2026-08-07↗
Romano GianlucaEVP & CFOSELL440$807.85$0.36M2026-08-07↗
Romano GianlucaEVP & CFOSELL400$808.91$0.32M2026-08-07↗
Romano GianlucaEVP & CFOSELL320$810.10$0.26M2026-08-07↗
Romano GianlucaEVP & CFOSELL720$811.51$0.58M2026-08-07↗
Romano GianlucaEVP & CFOSELL440$812.47$0.36M2026-08-07↗
MOSLEY WILLIAM DCEOSELL480$793.70$0.38M2026-08-03↗
Morris John ChristopherEVP & CTOSELL168$817.76$0.14M2026-08-03↗
MOSLEY WILLIAM DCEOSELL400$819.41$0.33M2026-08-03↗
MOSLEY WILLIAM DCEOSELL520$820.35$0.43M2026-08-03↗
MOSLEY WILLIAM DCEOSELL575$821.46$0.47M2026-08-03↗
MOSLEY WILLIAM DCEOSELL840$822.56$0.69M2026-08-03↗
MOSLEY WILLIAM DCEOSELL1K$823.46$0.92M2026-08-03↗
MOSLEY WILLIAM DCEOSELL2K$824.57$1.32M2026-08-03↗
MOSLEY WILLIAM DCEOSELL1K$825.64$1.06M2026-08-03↗
MOSLEY WILLIAM DCEOSELL2K$826.76$1.64M2026-08-03↗
MOSLEY WILLIAM DCEOSELL2K$827.67$1.49M2026-08-03↗
MOSLEY WILLIAM DCEOSELL2K$828.60$1.36M2026-08-03↗
MOSLEY WILLIAM DCEOSELL2K$829.78$1.34M2026-08-03↗
MOSLEY WILLIAM DCEOSELL2K$830.83$1.63M2026-08-03↗
MOSLEY WILLIAM DCEOSELL320$832.02$0.27M2026-08-03↗
MOSLEY WILLIAM DCEOSELL400$832.73$0.33M2026-08-03↗
MOSLEY WILLIAM DCEOSELL200$833.91$0.17M2026-08-03↗
MOSLEY WILLIAM DCEOSELL181$835.06$0.15M2026-08-03↗
MOSLEY WILLIAM DCEOSELL400$835.99$0.33M2026-08-03↗
MOSLEY WILLIAM DCEOSELL160$836.77$0.13M2026-08-03↗
MOSLEY WILLIAM DCEOSELL80$837.98$0.07M2026-08-03↗
MOSLEY WILLIAM DCEOSELL80$783.84$0.06M2026-08-03↗
MOSLEY WILLIAM DCEOSELL40$786.12$0.03M2026-08-03↗
MOSLEY WILLIAM DCEOSELL160$787.77$0.13M2026-08-03↗
MOSLEY WILLIAM DCEOSELL120$789.55$0.09M2026-08-03↗
MOSLEY WILLIAM DCEOSELL440$790.98$0.35M2026-08-03↗
MOSLEY WILLIAM DCEOSELL711$792.72$0.56M2026-08-03↗
MOSLEY WILLIAM DCEOSELL368$794.39$0.29M2026-08-03↗
MOSLEY WILLIAM DCEOSELL761$795.81$0.61M2026-08-03↗
MOSLEY WILLIAM DCEOSELL680$797.04$0.54M2026-08-03↗
MOSLEY WILLIAM DCEOSELL560$797.85$0.45M2026-08-03↗
MOSLEY WILLIAM DCEOSELL480$799.27$0.38M2026-08-03↗
MOSLEY WILLIAM DCEOSELL520$800.08$0.42M2026-08-03↗
MOSLEY WILLIAM DCEOSELL400$801.04$0.32M2026-08-03↗
MOSLEY WILLIAM DCEOSELL360$802.08$0.29M2026-08-03↗
MOSLEY WILLIAM DCEOSELL520$803.73$0.42M2026-08-03↗
MOSLEY WILLIAM DCEOSELL840$804.73$0.68M2026-08-03↗
MOSLEY WILLIAM DCEOSELL640$806.47$0.52M2026-08-03↗
MOSLEY WILLIAM DCEOSELL280$807.65$0.23M2026-08-03↗
MOSLEY WILLIAM DCEOSELL697$808.72$0.56M2026-08-03↗
MOSLEY WILLIAM DCEOSELL383$809.71$0.31M2026-08-03↗
MOSLEY WILLIAM DCEOSELL520$810.44$0.42M2026-08-03↗
MOSLEY WILLIAM DCEOSELL640$811.82$0.52M2026-08-03↗
MOSLEY WILLIAM DCEOSELL400$812.84$0.33M2026-08-03↗
MOSLEY WILLIAM DCEOSELL366$814.07$0.30M2026-08-03↗
MOSLEY WILLIAM DCEOSELL394$814.99$0.32M2026-08-03↗
MOSLEY WILLIAM DCEOSELL320$815.87$0.26M2026-08-03↗
MOSLEY WILLIAM DCEOSELL440$817.17$0.36M2026-08-03↗
MOSLEY WILLIAM DCEOSELL320$818.32$0.26M2026-08-03↗
Lee James CIEVP & CLOSELL694$877.45$0.61M2026-07-30↗
Lee James CIEVP & CLOSELL542$905.01$0.49M2026-07-23↗
MOSLEY WILLIAM DCEOSELL1K$919.64$1.36M2026-07-01↗
MOSLEY WILLIAM DCEOSELL880$920.57$0.81M2026-07-01↗
MOSLEY WILLIAM DCEOSELL880$921.80$0.81M2026-07-01↗
MOSLEY WILLIAM DCEOSELL720$922.68$0.66M2026-07-01↗
MOSLEY WILLIAM DCEOSELL1K$923.83$1.07M2026-07-01↗
MOSLEY WILLIAM DCEOSELL770$925.03$0.71M2026-07-01↗
MOSLEY WILLIAM DCEOSELL1K$926.17$0.94M2026-07-01↗
MOSLEY WILLIAM DCEOSELL571$927.00$0.53M2026-07-01↗
MOSLEY WILLIAM DCEOSELL620$928.10$0.58M2026-07-01↗
MOSLEY WILLIAM DCEOSELL320$929.11$0.30M2026-07-01↗
MOSLEY WILLIAM DCEOSELL280$930.10$0.26M2026-07-01↗
MOSLEY WILLIAM DCEOSELL120$931.62$0.11M2026-07-01↗
MOSLEY WILLIAM DCEOSELL320$932.94$0.30M2026-07-01↗
MOSLEY WILLIAM DCEOSELL200$934.45$0.19M2026-07-01↗
MOSLEY WILLIAM DCEOSELL3$936.36$0.00M2026-07-01↗
MOSLEY WILLIAM DCEOSELL320$887.97$0.28M2026-07-01↗
MOSLEY WILLIAM DCEOSELL320$890.01$0.28M2026-07-01↗
MOSLEY WILLIAM DCEOSELL120$891.13$0.11M2026-07-01↗
MOSLEY WILLIAM DCEOSELL200$892.08$0.18M2026-07-01↗
MOSLEY WILLIAM DCEOSELL40$892.93$0.04M2026-07-01↗
MOSLEY WILLIAM DCEOSELL266$894.39$0.24M2026-07-01↗
MOSLEY WILLIAM DCEOSELL254$895.66$0.23M2026-07-01↗
MOSLEY WILLIAM DCEOSELL400$896.77$0.36M2026-07-01↗
MOSLEY WILLIAM DCEOSELL340$897.78$0.31M2026-07-01↗
MOSLEY WILLIAM DCEOSELL300$898.79$0.27M2026-07-01↗
MOSLEY WILLIAM DCEOSELL308$900.05$0.28M2026-07-01↗
MOSLEY WILLIAM DCEOSELL401$900.82$0.36M2026-07-01↗
MOSLEY WILLIAM DCEOSELL320$902.14$0.29M2026-07-01↗
MOSLEY WILLIAM DCEOSELL560$903.08$0.51M2026-07-01↗
MOSLEY WILLIAM DCEOSELL720$904.36$0.65M2026-07-01↗
MOSLEY WILLIAM DCEOSELL320$905.12$0.29M2026-07-01↗
MOSLEY WILLIAM DCEOSELL609$906.47$0.55M2026-07-01↗
MOSLEY WILLIAM DCEOSELL2K$918.67$1.90M2026-07-01↗
MOSLEY WILLIAM DCEOSELL2K$917.67$1.62M2026-07-01↗
MOSLEY WILLIAM DCEOSELL1K$916.61$1.09M2026-07-01↗
MOSLEY WILLIAM DCEOSELL2K$915.65$2.11M2026-07-01↗
MOSLEY WILLIAM DCEOSELL2K$914.77$2.18M2026-07-01↗
MOSLEY WILLIAM DCEOSELL2K$913.65$1.46M2026-07-01↗
MOSLEY WILLIAM DCEOSELL813$912.72$0.74M2026-07-01↗
MOSLEY WILLIAM DCEOSELL960$911.63$0.88M2026-07-01↗
MOSLEY WILLIAM DCEOSELL399$910.49$0.36M2026-07-01↗
MOSLEY WILLIAM DCEOSELL441$909.52$0.40M2026-07-01↗
MOSLEY WILLIAM DCEOSELL560$908.42$0.51M2026-07-01↗
MOSLEY WILLIAM DCEOSELL391$907.56$0.35M2026-07-01↗

Beneficial Ownership (13D/13G)

FilerFormShares% of ClassFiledSrc
Sanders Capital, LLCSC 13G/A3.5M1.6%2026-08-05↗
Vanguard Portfolio ManagementSC 13G/A8.0M3.6%2026-07-31↗
Vanguard Capital ManagementSC 13G16.3M7.5%2026-04-30↗
Vanguard Portfolio ManagementSC 13G11.1M5.1%2026-04-29↗
Sanders Capital, LLCSC 13G/A13.0M6.0%2026-04-16↗

SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.

Congressional Trading

MemberChamberStateTypeAmount RangeTransaction DateFiledSrc
Alan Armstrongsenate—BUY$1,001 - $15,0002026-03-272026-07-21↗

Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.