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Stock brief · the live tape
PANWPalo Alto Networks, Inc.
Information Technology
$371.59
▲ $57.44 (+18.3%) · 30dclose Friday, August 28, 2026
Disclosed flow is mixed.
15 members · 36 disclosed trades · 41 insider filings
The Hill
▲ 21▼ 15
21 buys · 15 sellsThe Boardroom
▲ 1▼ 40
1 buys · 40 sells · 41 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed51
Events counted, 90d32
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.
McGuire+12.0-3.5
Gottheimer+5.0-3.5
Armstrong+152.8+8.6
Newhouse+14.0+3.6
Gottheimer+56.0+32.5
Cisneros+130.0+78.8
Moskowitz+131.8+107.2
Moskowitz+126.5+107.2
Moskowitz+126.5+107.2
Cisneros+122.5+118.7
Median copy kept +97.0% from the filing vs +102.7% from the trade date; the lag took 5.7 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.
Nancy PelosiHouseFiled this one in 28dAlso holds call $100bought$3.0MJefferson ShreveHouse · AppropriationsFiled this one in 41dmixed$98KJonathan L. JacksonHouse · Agriculture · Foreign AffairsFiled this one in 35dmixed$91KMarjorie Taylor GreeneHouseFiled this one in 4dbought$40KJosh GottheimerHouse · Intelligence · Financial ServicesFiled this one in 25dmixed$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.
Paul Josh D.Chief Accounting OfficerUnscheduled
Thorning-Schmidt HelleDirectorUnscheduled
Arora NikeshChief Executive Officer, DirectorUnscheduled
Paul Josh D.Chief Accounting OfficerScheduled · 10b5-1
Paul Josh D.Chief Accounting OfficerUnscheduled
Bawa AparnaDirectorUnscheduled
Bawa AparnaDirectorUnscheduled
Bawa AparnaDirectorUnscheduled
Golechha DipakEVP, Chief Financial OfficerScheduled · 10b5-1
Golechha DipakEVP, Chief Financial OfficerScheduled · 10b5-1
Golechha DipakEVP, Chief Financial OfficerScheduled · 10b5-1
Golechha DipakEVP, Chief Financial OfficerScheduled · 10b5-1
Golechha DipakEVP, Chief Financial OfficerScheduled · 10b5-1
Golechha DipakEVP, Chief Financial OfficerScheduled · 10b5-1
Bawa AparnaDirectorUnscheduled
GOETZ JAMES JDirectorUnscheduled
GOETZ JAMES JDirectorUnscheduled
GOETZ JAMES JDirectorUnscheduled
GOETZ JAMES JDirectorUnscheduled
GOETZ JAMES JDirectorUnscheduled
Bawa AparnaDirectorUnscheduled
Key John P.DirectorUnscheduled
Bawa AparnaDirectorUnscheduled
Bawa AparnaDirectorUnscheduled
Jenkins William D JrPresidentUnscheduled
Thorning-Schmidt HelleDirectorUnscheduled
Paul Josh D.Chief Accounting OfficerScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Klarich LeeEVP Chief Product & Tech Ofcr, DirectorScheduled · 10b5-1
Paul Josh D.Chief Accounting OfficerScheduled · 10b5-1
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 PANW 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.
- John J. McGuire IIIHouse · Armed Services · Oversight & Government Reform▼
- Josh GottheimerHouse · Intelligence · Financial Services▲
- Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian Affairs▲
- Dan NewhouseHouse · Agriculture · Appropriations▼
- Paul Josh D.Chief Accounting Officer▼
- Thorning-Schmidt HelleDirector▼
- Arora NikeshChief Executive Officer, Director▼
- Bawa AparnaDirector▼
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.