From the archive · Wednesday, August 12, 2026

The report, as it went out.

This is the morning report exactly as published on Wednesday, August 12, 2026 — 34 newly filed disclosures, 5 overnight signals and 10 rating changes. Readings were mechanical and dated; prices have moved since. Not investment advice.

Read today's report → · All past reports

New disclosures

Filed since 2026-08-09

The email highlights the 20 most recent stock & option filings; the whole picture — all 34, bonds included — is below.

Kevin Hern R · filed Aug 10 · traded Aug 5

CMCSA Comcast Corporation - Class A Common Stock

sell

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Aug 5

OGN Organon & Co. Common Stock

sell

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Aug 5

VSNT Versant Media Group, Inc. - Class A Common Stock

sell

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Aug 5

DEO Diageo plc Common Stock

sell

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Aug 5

EL Estee Lauder Companies, Inc.

sell

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Aug 5

KVUE Kenvue Inc. Common Stock

sell

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Aug 5

MDLZ Mondelez International, Inc. - Class A Common Stock

sell

$1,001 - $15,000 filing ↗

John J. McGuire III R · filed Aug 10 · traded Jul 31

PANW Palo Alto Networks, Inc.

sell

$1,001 - $15,000 filing ↗

John Fetterman D · filed Aug 10 · traded Jul 24

— Freeport McMoran Rate/Coupon: 9.5% Matures: 2031-06-01

sell

$1,001 - $15,000 filing ↗

John Fetterman D · filed Aug 10 · traded Jul 24

— Hasbro Inc Note Rate/Coupon: 3.55% Matures: 2026-11-19

sell

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 24

GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock

buy

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 24

GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock

buy

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Jul 24

— CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030

buy

$50,001 - $100,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Jul 24

— TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026

buy

$100,001 - $250,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 23

GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock

buy

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 23

CCI Crown Castle Inc. Common Stock

sell

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 20

NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share

buy

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 20

SAIL SailPoint Technologies Holdings, Inc.

buy

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Jul 20

— GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 $200?

buy

$15,001 - $50,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Jul 20

— KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031

buy

$100,001 - $250,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 17

GTLS Chart Industries, Inc.

sell

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 17

MNST Monster Beverage Corporation - Common Stock

buy

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Jul 17

— OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028

buy

$15,001 - $50,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Jul 17

— LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027

buy

$15,001 - $50,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 16

PANW Palo Alto Networks, Inc.

buy

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 16

IBM International Business Machines Corporation Common Stock

sell

$1,001 - $15,000 filing ↗

Kevin Hern R · filed Aug 10 · traded Jul 16

— EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033

buy

$15,001 - $50,000 filing ↗

John J. McGuire III R · filed Aug 10 · traded Jul 15

AMAT Applied Materials, Inc. - Common Stock

buy

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 15

CRWD CrowdStrike Holdings, Inc. - Class A Common Stock

buy

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 15

IBM International Business Machines Corporation Common Stock

sell

$1,001 - $15,000 filing ↗

John J. McGuire III R · filed Aug 10 · traded Jul 14

BLK BlackRock, Inc. Common Stock

sell

$1,001 - $15,000 filing ↗

Josh Gottheimer D · filed Aug 10 · traded Jul 14

FN Fabrinet Ordinary Shares

sell

$1,001 - $15,000 filing ↗

John J. McGuire III R · filed Aug 10 · traded Jul 10

BLK BlackRock, Inc. Common Stock

sell

$1,001 - $15,000 filing ↗

John Fetterman D · filed Aug 10 · traded Jul 7

— Venus Tex Independent Sch Dist Rate/Coupon: 5.25% Matures: 2055-08-15

sell

$1,001 - $15,000 filing ↗

Disclosures arrive 30–45 days after the trade and amounts are the brackets as filed, never exact. Browse the whole record on the tracker, or by stock and member.

Featured stocks

Mechanical technical read

MarketS&P 500 volatility 14.06+0.08 ptsCalm2026-08-11

Annualised 20-day realized volatility of the S&P 500, computed from daily closes. Our own reading, not the VIX. Bands are our own convention, not an official classification.

Ticker	Price	1d	RSI	Trend	Read
NVDA	$217.5	-0.02%	58	50d›200d	Strong Buy
AMD	$474.32	+1.01%	46	50d›200d	Sell
INTC	$97.71	+0.19%	47	50d›200d	Hold
AVGO	$416.08	-1.5%	58	50d›200d	Strong Buy
MU	$868.52	+0.87%	47	50d›200d	Sell
TSM	$422.06	+0.86%	53	50d›200d	Strong Buy
ASML	$1799.38	+3.8%	56	50d›200d	Strong Buy
SNDK	$1271.05	+2.68%	44	50d›200d	Sell
MSFT	$503.81	-0.44%	78	50d‹200d	Buy
GOOGL	$343.8	-3.84%	46	50d›200d	Sell
AMZN	$272.27	-2.09%	61	50d›200d	Strong Buy
META	$599.12	+0.71%	50	50d‹200d	Sell
TSLA	$332.81	+0.58%	44	50d‹200d	Strong Sell
VRT	$281.81	+4.34%	50	50d›200d	Buy
SMCI	$31.6	+0.45%	56	50d‹200d	Hold
DELL	$440.97	-3.69%	54	50d›200d	Strong Buy
YPF	$49.15	-3.51%	47	50d›200d	Sell
MELI	$1940	+6.34%	64	50d‹200d	Strong Buy
NU	$13.65	-1.52%	45	50d‹200d	Strong Sell
SPCX	$133.29	-3.93%	54	—	Buy
PYPL	$59	-0.12%	71	50d‹200d	Buy
SNOW	$334.14	-0.17%	81	50d›200d	Strong Buy
NOW	$127.54	+0.08%	69	50d‹200d	Strong Buy

"Read" is a rule-based tally of the indicators shown — each casts a buy/hold/sell vote. The count is how many checks agreed with the read, out of those cast; a stock with a short price history casts fewer, and ★ marks a clean sweep. It is a reproducible mechanical summary, not a recommendation, and it is blind to fundamentals, news and your own goals. See the full breakdown on the tracker.

Overnight

Signals & rating changes

ASML Reclaimed the 50-day average 2026-08-11

GOOGL Lost the 50-day average 2026-08-11

META Reclaimed the 50-day average 2026-08-11

SMCI Reclaimed the 50-day average 2026-08-11

YPF Lost the 50-day average 2026-08-11

INTC rating: Buy → Hold changed

MU rating: Hold → Sell changed

TSM rating: Buy → Strong Buy changed

ASML rating: Buy → Strong Buy changed

GOOGL rating: Strong Buy → Sell changed

META rating: Strong Sell → Sell changed

VRT rating: Hold → Buy changed

YPF rating: Strong Buy → Sell changed

MELI rating: Strong Sell → Strong Buy changed

NU rating: Sell → Strong Sell changed

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