CrowdStrike Holdings, Inc. - Class A

Median copy kept +92.5% from the filing vs +113.8% from the trade date; the lag took 21.3 pts. The S&P returned +26.2% over the same windows. Numbers describe the window shown; they are not a forecast.

Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian AffairsFiled this one in 116dsold$33KJefferson ShreveHouse · AppropriationsFiled this one in 41dsold$33KRobert P. Bresnahan, Jr.House · Transportation & Infrastructure · AgricultureFiled this one in 16dmixed$32KGilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 24dmixed$24KGreg LandsmanHouse · Energy & CommerceFiled this one in 12dmixed$24K

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.

No disclosed option legs on CRWD 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.

13F fund positions on CRWD light up when fund ingestion lands. Quarter-end marks, up to 45 days lagged, never live holdings.

Sources file on different clocks; an overlap like this is rare.