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Stock brief · the live tape
STLDSteel Dynamics, Inc.
Materials
$234.67
▼ $17.68 (-7.0%) · 30dclose Friday, August 28, 2026
Disclosed flow is one-sided toward buying.
2 members · 2 disclosed trades · 40 insider filings
The Hill
▲ 2▼ 0
2 buys · 0 sellsThe Boardroom
▲ 24▼ 16
24 buys · 16 sells · 40 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed50
Events counted, 90d19
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.
Armstrong+37.3+0.5
Cisneros+38.6+22.4
Median copy kept +11.4% from the filing vs +37.9% from the trade date; the lag took 26.5 pts. The S&P returned +7.8% 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.
Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian AffairsFiled this one in 116dbought$8KGilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 35dbought$8K
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.
Hamann Jennifer LDirectorUnscheduled
MILLETT MARK DChairman and CEO, DirectorUnscheduled
Seaman Bradley SDirectorUnscheduled
Sierra Luis ManuelDirectorUnscheduled
Hamann Jennifer LDirectorUnscheduled
DOLAN TRACI MDirectorUnscheduled
Cornew Kenneth W.DirectorUnscheduled
BARGABOS SHEREE LDirectorUnscheduled
Anderson James StanleySenior Vice PresidentUnscheduled
Anderson James StanleySenior Vice PresidentUnscheduled
Anderson James StanleySenior Vice PresidentUnscheduled
Anderson James StanleySenior Vice PresidentUnscheduled
DOLAN TRACI MDirectorUnscheduled
BARGABOS SHEREE LDirectorUnscheduled
Seaman Bradley SDirectorUnscheduled
Sierra Luis ManuelDirectorUnscheduled
Hamann Jennifer LDirectorUnscheduled
Cornew Kenneth W.DirectorUnscheduled
Poinsatte Richard ASenior Vice PresidentUnscheduled
Graham Christopher ASenior Vice PresidentUnscheduled
Graham Christopher ASenior Vice PresidentUnscheduled
Graham Christopher ASenior Vice PresidentUnscheduled
Poinsatte Richard ASenior Vice PresidentUnscheduled
BARGABOS SHEREE LDirectorUnscheduled
TEETS RICHARD P JRDirectorUnscheduled
Hamann Jennifer LDirectorUnscheduled
Bickford ChadVice PresidentUnscheduled
Alvarez MiguelSenior Vice PresidentUnscheduled
Alvarez MiguelSenior Vice PresidentUnscheduled
Cornew Kenneth W.DirectorUnscheduled
Cornew Kenneth W.DirectorUnscheduled
Alvarez MiguelSenior Vice PresidentUnscheduled
Hamann Jennifer LDirectorUnscheduled
Seaman Bradley SDirectorUnscheduled
Shaheen GabrielDirectorUnscheduled
Sierra Luis ManuelDirectorUnscheduled
TEETS RICHARD P JRDirectorUnscheduled
BARGABOS SHEREE LDirectorUnscheduled
Cornew Kenneth W.DirectorUnscheduled
DOLAN TRACI MDirectorUnscheduled
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 STLD 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 STLD 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.
- Alan ArmstrongSenate · Health, Education, Labor & Pensions · Indian Affairs▲
- Hamann Jennifer LDirector▲
- MILLETT MARK DChairman and CEO, Director▼
- Seaman Bradley SDirector▲
- Sierra Luis ManuelDirector▲
Last 90 days · 5 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.