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Stock brief · the live tape
AMATApplied Materials, Inc.
Information Technology
$461.67
▲ $25.22 (+5.8%) · 30dclose Friday, August 28, 2026
Disclosed flow is one-sided toward buying.
11 members · 23 disclosed trades · 39 insider filings
The Hill
▲ 16▼ 7
16 buys · 7 sellsThe Boardroom
▲ 0▼ 39
0 buys · 39 sells · 39 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed57
Crowd · 3 members in 30d+5
Events counted, 90d44
Net congressional flowbuying
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.
Moskowitz-19.8-4.3
McGuire-20.3-11.6
Moskowitz-25.2-10.7
Moskowitz-25.2-10.7
Moskowitz-25.2-10.7
Armstrong+36.9-18.2
Newhouse-23.4-12.8
Boozman+24.0+42.2
Mullin+75.5+41.2
Newhouse+182.3+159.2
Median copy kept +151.1% from the filing vs +163.7% from the trade date; the lag took 12.6 pts. The S&P returned +19.3% 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.
Jefferson ShreveHouse · AppropriationsFiled this one in 45dmixed$290KAlan ArmstrongSenate · Health, Education, Labor & Pensions · Indian AffairsFiled this one in 116dbought$33KMarkwayne MullinSenateFiled this one in 18dbought$33KJared MoskowitzHouse · the Judiciary · Foreign AffairsFiled this one in 45dbought$32KMarjorie Taylor GreeneHouseFiled this one in 12dbought$32K
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.
Sanders AdamCorp. Controller & CAOUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
Raja Prabu G.President, Semi. Products Grp.Unscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
Iannotti Thomas JDirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
Iannotti Thomas JDirectorUnscheduled
DICKERSON GARY EPresident and CEO, DirectorUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Nalamasu OmkaramSenior Vice President, CTOUnscheduled
Deane Timothy MSVP, Applied Global ServicesUnscheduled
Deane Timothy MSVP, Applied Global ServicesUnscheduled
Raja Prabu G.President, Semi. Products Grp.Unscheduled
Raja Prabu G.President, Semi. Products Grp.Unscheduled
Raja Prabu G.President, Semi. Products Grp.Unscheduled
Raja Prabu G.President, Semi. Products Grp.Unscheduled
Hill BriceSVP, CFOUnscheduled
BRUNER JUDYDirectorUnscheduled
Sanders AdamCorp. Controller & CAOUnscheduled
DE GEUS AARTDirectorUnscheduled
The forward book
Every disclosed option leg on this ticker: what was filed, and where the strike sits versus today.
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 AMAT 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.
- Jared MoskowitzHouse · the Judiciary · Foreign Affairs▲
- John J. McGuire IIIHouse · Armed Services · Oversight & Government Reform▲
- Tommy TubervilleSenate · Agriculture, Nutrition & Forestry · Armed Services▼
- Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian Affairs▲
- Sanders AdamCorp. Controller & CAO▼
- DICKERSON GARY EPresident and CEO, Director▼
- Raja Prabu G.President, Semi. Products Grp.▼
- Nalamasu OmkaramSenior Vice President, CTO▼
Last 90 days · 8 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.