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Stock brief · the live tape
TSMTaiwan Semiconductor Manufacturing Company Ltd.
Information Technology
$417.52
▲ $42.85 (+11.4%) · 30dclose Friday, August 28, 2026
Disclosed flow is one-sided toward buying.
12 members · 50 disclosed trades · 192 insider filings
The Hill
▲ 34▼ 16
34 buys · 16 sellsThe Boardroom
▲ 184▼ 8
184 buys · 8 sells · 192 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed69
Events counted, 90d126
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.
Fields-3.8+3.5
Allen+1.4-2.0
Fields+14.2+14.0
Letlow+22.3+24.0
Allen+15.8+17.8
Cisneros+10.8+19.7
Cisneros+17.5+19.7
Cisneros+26.3+14.0
Fields+31.3+24.4
Letlow+107.9+26.1
Median copy kept +51.8% from the filing vs +72.9% from the trade date; the lag took 21.1 pts. The S&P returned +16.9% 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.
Cleo FieldsHouse · Financial ServicesFiled this one in 20dbought$1.3MLisa C. McClainHouse · Financial Services · Education & WorkforceFiled this one in 22dmixed$438KGilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 11dmixed$215KJulia LetlowHouse · Appropriations · Education & WorkforceFiled this one in 38dmixed$57KJared MoskowitzHouse · the Judiciary · Foreign AffairsFiled this one in 43dbought$24K
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.
Yuan LipenVPUnscheduled
Yuan LipenVPUnscheduled
Yuan LipenVPUnscheduled
Cao MinVPUnscheduled
Chuang Tzu-SouVPUnscheduled
Chen Pei-HungVPUnscheduled
Chuang JuipingVPUnscheduled
Chin Yung-PeiEVP and Co-COOUnscheduled
Wu Shien-YangSVPUnscheduled
Hou Yung-ChinSVP and Deputy Co-COOUnscheduled
Hsu Kuo-ChinVPUnscheduled
Hwang Yuan-KoVPUnscheduled
He JunVPUnscheduled
Ku Yao-ChingVPUnscheduled
Tien Bor-ZenVPUnscheduled
Huang Jen-ChauSVP and CFOUnscheduled
Chen Chih-HoControllerUnscheduled
Yuan LipenVPUnscheduled
Yoo Chue-SanVPUnscheduled
Mii Yuh-JierEVP and Co-COOUnscheduled
Wei Che-ChiaChairman and CEO, DirectorUnscheduled
Wang Ying-LangSVPUnscheduled
Yeap Choh FeiSVPUnscheduled
Lu Lee-ChungVPUnscheduled
Lin Chris Horng-DarVP and CIOUnscheduled
Tien Bor-ZenVPUnscheduled
Jang Syun-MingVPUnscheduled
Lin Shyue-ShyhVPUnscheduled
Lu Chin-ShengVPUnscheduled
Lee Chun-HsienSVPUnscheduled
Zhang Kevin XiaoqiangSVP and Deputy Co-COOUnscheduled
Fang Shu-HuaSVP and GCUnscheduled
Wu Yi-HuangVPUnscheduled
Chang Tzonz-ShengSVPUnscheduled
Tien Bor-ZenVPUnscheduled
Tseng Fang ChurngDirectorUnscheduled
Tseng Fang ChurngDirectorUnscheduled
Tien Bor-ZenVPUnscheduled
Tien Bor-ZenVPUnscheduled
Tien Bor-ZenVPUnscheduled
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 TSM 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 TSM 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.
- Cleo FieldsHouse · Financial Services▲
- Rick W. AllenHouse · Energy & Commerce · Education & Workforce▲
- Yuan LipenVP▲
- Cao MinVP▲
- Chuang Tzu-SouVP▲
- Chen Pei-HungVP▲
Last 90 days · 6 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.