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Stock brief · the live tape
ABNBAirbnb, Inc. - Class A
Consumer Discretionary
$189.43
▲ $36.42 (+23.8%) · 30dclose Friday, August 28, 2026
Disclosed flow leans to the sell side.
5 members · 6 disclosed trades · 251 insider filings
The Hill
▲ 2▼ 4
2 buys · 4 sellsThe Boardroom
▲ 36▼ 215
36 buys · 215 sells · 251 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed50
Events counted, 90d179
Net congressional flowmixed
The tape
Price with a twin dot per disclosed trade: filled at the trade, hollow at the filing. The dashed gap is what the market did in between, not anyone’s return.
trade (congress)filingtrade (insider)call legput leg
The cost of chasing
Each rail runs from their trade to their filing. The hatched part is the move a copier missed to the disclosure lag; the solid part is what copying at the filing kept.
Guest+43.5+2.9
Armstrong+54.2+31.5
Bresnahan+79.2+53.6
Bresnahan+33.8+50.8
Cisneros+49.0+40.8
Keating+44.3+42.9
Median copy kept +41.8% from the filing vs +46.7% from the trade date; the lag took 4.8 pts. The S&P returned +28.5% over the same windows. Numbers describe the window shown; they are not a forecast.
Who is behind it
Congress members with a disclosed position, biggest first. Click through to their dossier.
Robert P. Bresnahan, Jr.House · Transportation & Infrastructure · AgricultureFiled this one in 20dmixed$16KMichael GuestHouse · Appropriations · Homeland SecurityFiled this one in 241dsold$8KAlan ArmstrongSenate · Health, Education, Labor & Pensions · Indian AffairsFiled this one in 116dbought$8KGilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 18dsold$8KWilliam R. KeatingHouse · Armed Services · Foreign AffairsFiled this one in 8dsold$8K
Committee overlap is a fact, not an accusation. An option leg behind a share buy reads very differently from a plain purchase, so it is called out but never scored as intent.
The boardroom
Scheduled 10b5-1 sales are usually noise, set on autopilot months ago. The unscheduled ones are the tell.
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerUnscheduled
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerUnscheduled
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Lin AlfredDirectorUnscheduled
Lin AlfredDirectorUnscheduled
Lin AlfredDirectorUnscheduled
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerUnscheduled
Lin AlfredDirectorUnscheduled
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerUnscheduled
Lin AlfredDirectorUnscheduled
Lin AlfredDirectorUnscheduled
Lin AlfredDirectorUnscheduled
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Blecharczyk NathanChief Strategy Officer, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerUnscheduled
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
Chesky BrianCEO and Chairman, Director, 10% OwnerScheduled · 10b5-1
The forward book
Every disclosed option leg on this ticker: what was filed, and where the strike sits versus today.
No disclosed option legs on ABNB yet. They plot here the day they file.
A call and a put are shown as filed. We do not infer whether a leg is a hedge or a leveraged bet, because the filing does not say. Read the strike and expiry, not an implied intent.
The fund book
Tracked 13F holders and how their position moved, quarter over quarter.
13F fund positions on ABNB light up when fund ingestion lands. Quarter-end marks, up to 45 days lagged, never live holdings.
Cross-check
When different sources file on the same name inside a window. Overlap like this is rare.
- Michael GuestHouse · Appropriations · Homeland Security▼
- Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian Affairs▲
- Blecharczyk NathanChief Strategy Officer, Director, 10% Owner▼
- Lin AlfredDirector▼
- Chesky BrianCEO and Chairman, Director, 10% Owner▼
Last 90 days · 5 filers converging
Sources file on different clocks; an overlap like this is rare.
⚠️ Public information, sourced from STOCK Act, Form 4 and 13F filings. Ranges use midpoints. Price paths between a trade and its filing are market moves, not anyone’s return. Not financial advice.