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Stock brief · the live tape
SMCISuper Micro Computer
Information Technology
$37.08
▲ $11.38 (+44.3%) · 30dclose Friday, August 28, 2026
Disclosed flow is mixed.
5 members · 11 disclosed trades · 173 insider filings
The Hill
▲ 5▼ 6
5 buys · 6 sellsThe Boardroom
▲ 70▼ 103
70 buys · 103 sells · 173 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed50
Events counted, 90d134
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.
Boozman+9.0+29.7
Boozman+26.7+29.7
Cisneros-2.2+18.2
Cisneros-8.2-29.9
Moore+10.0-10.8
Moore+16.4-10.8
Johnson+5.8-17.6
Bresnahan+16.9+15.5
Bresnahan-18.6+6.8
Bresnahan+19.3-12.3
Median copy kept -6.6% from the filing vs +10.0% from the trade date; the lag took 16.6 pts. The S&P returned +27.5% 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.
Tim MooreHouse · Financial Services · the BudgetFiled this one in 42dmixed$65KRobert P. Bresnahan, Jr.House · Transportation & Infrastructure · AgricultureFiled this one in 30dmixed$24KJohn BoozmanSenate · Agriculture, Nutrition & Forestry · AppropriationsFiled this one in 33dmixed$16KGilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 33dmixed$16KJulie JohnsonHouse · Joint Committee of Congress on the Library · Homeland SecurityFiled this one in 43dmixed$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.
Thauberger MatthewChief Revenue OfficerUnscheduled
Liu Liang Chiu-Chu SaraDirector, 10% OwnerUnscheduled
Liang CharlesPresident and CEO, Director, 10% OwnerUnscheduled
Malyala VikranthSVP, Chief Business OfficerUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
WEIGAND DAVID ESVP, Chief Financial OfficerUnscheduled
Cheung KennethSVP, Chief Accounting OfficerUnscheduled
Liu Liang Chiu-Chu SaraDirector, 10% OwnerUnscheduled
Cheung KennethSVP, Chief Accounting OfficerUnscheduled
Liang CharlesPresident and CEO, Director, 10% OwnerUnscheduled
Xiao JinSr. Corporate VP, EngineeringUnscheduled
Xiao JinSr. Corporate VP, EngineeringUnscheduled
WEIGAND DAVID ESVP, Chief Financial OfficerUnscheduled
Xiao JinSr. Corporate VP, EngineeringUnscheduled
WEIGAND DAVID ESVP, Chief Financial OfficerUnscheduled
Malyala VikranthSVP, Chief Business OfficerUnscheduled
Malyala VikranthSVP, Chief Business OfficerUnscheduled
Liang CharlesPresident and CEO, Director, 10% OwnerUnscheduled
Liu Liang Chiu-Chu SaraDirector, 10% OwnerUnscheduled
Cheung KennethSVP, Chief Accounting OfficerUnscheduled
Mogensen SusanDirectorUnscheduled
Angel ScottDirectorUnscheduled
TUAN SHERMANDirectorUnscheduled
LIU TALLY CDirectorUnscheduled
BLAIR ROBERT LDirectorUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
Lin Judy L.DirectorUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
LIU TALLY CDirectorUnscheduled
Liang CharlesPresident and CEO, Director, 10% OwnerUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
Liu Liang Chiu-Chu SaraDirector, 10% OwnerUnscheduled
Thauberger MatthewChief Revenue OfficerUnscheduled
Cheung KennethSVP, Chief Accounting OfficerUnscheduled
Malyala VikranthSVP, Chief Business OfficerUnscheduled
Xiao JinSr. Corporate VP, EngineeringUnscheduled
Thauberger MatthewChief Revenue 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 SMCI 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 SMCI 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: SMCI 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.