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Stock brief · the live tape
NETCloudflare, Inc. Class A
Information Technology
$299.84
▲ $29.46 (+10.9%) · 30dclose Friday, August 28, 2026
Disclosed flow is mixed.
4 members · 11 disclosed trades · 546 insider filings
The Hill
▲ 6▼ 5
6 buys · 5 sellsThe Boardroom
▲ 70▼ 476
70 buys · 476 sells · 546 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed50
Events counted, 90d410
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.
Gottheimer+79.7+44.6
Cisneros+69.1+53.1
Cisneros+48.0+60.9
Cisneros+52.6+52.4
Cisneros+42.8+52.6
Cisneros+35.5+40.2
Gottheimer+67.2+58.0
Shreve+110.6+63.1
Bresnahan+207.7+141.2
Bresnahan+208.9+180.7
Median copy kept +58.0% from the filing vs +69.1% from the trade date; the lag took 11.1 pts. The S&P returned +17.8% 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.
Gilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 14dmixed$40KJefferson ShreveHouse · AppropriationsFiled this one in 41dsold$33KRobert P. Bresnahan, Jr.House · Transportation & Infrastructure · AgricultureFiled this one in 30dmixed$24KJosh GottheimerHouse · Intelligence · Financial ServicesFiled this one in 40dmixed$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.
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
SEIFERT THOMAS JChief Financial OfficerScheduled · 10b5-1
SEIFERT THOMAS JChief Financial OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
SEIFERT THOMAS JChief Financial OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerUnscheduled
SEIFERT THOMAS JChief Financial OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
SEIFERT THOMAS JChief Financial OfficerUnscheduled
SEIFERT THOMAS JChief Financial OfficerScheduled · 10b5-1
SEIFERT THOMAS JChief Financial OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
SEIFERT THOMAS JChief Financial OfficerUnscheduled
Riley JanelChief Accounting OfficerUnscheduled
SEIFERT THOMAS JChief Financial OfficerUnscheduled
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerUnscheduled
SEIFERT THOMAS JChief Financial OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerUnscheduled
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
SEIFERT THOMAS JChief Financial OfficerUnscheduled
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Riley JanelChief Accounting OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerScheduled · 10b5-1
Starzak Alissa MichelleChief Legal OfficerUnscheduled
SEIFERT THOMAS JChief Financial OfficerUnscheduled
Zatlyn MichellePresident and Board Co-Chair, DirectorUnscheduled
Prince MatthewCEO & Board Co-Chair, Director, 10% OwnerUnscheduled
Riley JanelChief Accounting OfficerUnscheduled
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 NET 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 NET 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.
No convergence: NET is not showing congress and insider filings together in the last 90 days.
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.