Loading the brief…
Stock brief · the live tape
KVUEKenvue Inc.
Consumer Staples
$19.17
▼ $0.62 (-3.1%) · 30dclose Friday, August 28, 2026
Disclosed flow is mixed.
7 members · 17 disclosed trades · 20 insider filings
The Hill
▲ 8▼ 9
8 buys · 9 sellsThe Boardroom
▲ 15▼ 5
15 buys · 5 sells · 20 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed37
Events counted, 90d8
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.
Hern-2.5+0.7
Armstrong+9.4+0.8
Cisneros+4.0-3.3
Cisneros+9.6+10.0
Hern+7.9+10.8
Cisneros+4.6+5.6
Cisneros+13.9+2.5
Letlow-15.8+12.7
Letlow+20.9+12.7
Cisneros+15.0+11.4
Median copy kept +10.8% from the filing vs +9.6% from the trade date; the lag took -1.2 pts. The S&P returned +15.2% 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.
Kevin HernHouse · Ways & MeansFiled this one in 5dsold$41KGilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 16dmixed$40KLisa C. McClainHouse · Financial Services · Education & WorkforceFiled this one in 22dmixed$32KJulia LetlowHouse · Appropriations · Education & WorkforceFiled this one in 447dmixed$16KVal T. HoyleHouse · Natural Resources · Transportation & InfrastructureFiled this one in 17dmixed$16K
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.
Dasgupta AnindyaGroup President APACUnscheduled
Dasgupta AnindyaGroup President APACUnscheduled
ALLISON RICHARD E JRDirectorUnscheduled
Smith Jeffrey CDirectorUnscheduled
Howlett HeatherCFO & CAOUnscheduled
Hofstetter SarahDirectorUnscheduled
HOLDEN BETSY DDirectorUnscheduled
MERLO LARRY JDirectorUnscheduled
PRABHU VASANT MDirectorUnscheduled
Sneed Michael EDirectorUnscheduled
Smith Jeffrey CDirectorUnscheduled
PAWLUS KATHLEEN MDirectorUnscheduled
ALLISON RICHARD E JRDirectorUnscheduled
Mann Erica LDirectorUnscheduled
Godbole SeemantiniDirectorUnscheduled
Healey MelanieDirectorUnscheduled
Curado Gomes de Lemos LeonardoGroup President LATAMUnscheduled
Curado Gomes de Lemos LeonardoGroup President LATAMUnscheduled
Curado Gomes de Lemos LeonardoGroup President LATAMUnscheduled
Orlando MatthewGeneral CounselUnscheduled
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 KVUE 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 KVUE 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.
- Kevin HernHouse · Ways & Means▼
- Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian Affairs▲
- Gilbert Ray Cisneros, Jr.House · Armed Services · Small Business▲
- Dasgupta AnindyaGroup President APAC▲
- ALLISON RICHARD E JRDirector▲
- Smith Jeffrey CDirector▲
- Howlett HeatherCFO & CAO▼
Last 90 days · 7 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.