Sunday, August 30Vol. I · Money talks. We read its lips.
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BE - who in Congress is trading Bloom Energy Corporation Class A | Tickertail
BE
Stock brief · the live tape
BE
Bloom Energy Corporation Class A
Industrials
$210.77
▲ $47.02 (+28.7%) · 30d
close Friday, August 28, 2026
Disclosed flow is one-sided toward buying.
3 members · 10 disclosed trades · 38 insider filings
The Hill
▲ 8▼ 2
8 buys · 2 sells
The Boardroom
▲ 14▼ 24
14 buys · 24 sells · 38 filings
Feeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed56
Events counted, 90d18
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.
Pelosi+14.0+4.6
Pelosi+26.3+4.6
Pelosi+26.3+4.6
Pelosi+14.0+4.6
Cisneros+39.2+50.8
Cisneros+129.4+54.0
Cisneros+100.8+135.3
Cisneros+89.0+100.8
Cisneros+199.7+142.6
Median copy kept +50.8% from the filing vs +39.2% from the trade date; the lag took -11.6 pts. The S&P returned +10.7% 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.
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.
IRIMMELT JEFFREY RDirectorsold $7.2Mtraded Aug 17 · filed Aug 18 · 1d lag · source filing ↗Scheduled · 10b5-1
JAJoshi AmanChief Commercial Officersold $1.1Mtraded Aug 14 · filed Aug 18 · 4d lag · source filing ↗Scheduled · 10b5-1
SMSODERBERG SHAWN MARIESee Remarkssold $676Ktraded Aug 14 · filed Aug 18 · 4d lag · source filing ↗Unscheduled
CSChitoori SatishChief Operations Officersold $496Ktraded Aug 14 · filed Aug 18 · 4d lag · source filing ↗Scheduled · 10b5-1
CTCHAMBERS JOHN TDirectorsold $3.8Mtraded Aug 13 · filed Aug 14 · 1d lag · source filing ↗Scheduled · 10b5-1
CTCHAMBERS JOHN TDirectorsold $3.1Mtraded Aug 3 · filed Aug 4 · 1d lag · source filing ↗Scheduled · 10b5-1
$100 strike · exp Jun 17 · $1,000,001 - $5,000,000
$92.00$227.63
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 BE 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.
NPNancy PelosiHouse▲
IRIMMELT JEFFREY RDirector▼
JAJoshi AmanChief Commercial Officer▼
SMSODERBERG SHAWN MARIESee Remarks▼
CSChitoori SatishChief Operations Officer▼
BE
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.