Jennifer Song
Author

Jennifer Song

Portfolio Watch
123 articles

Jennifer Song writes Portfolio Watch. She studied finance and likes digging through public filings to see what politicians and other well-known people are buying and selling. She doesn't trade herself. She just likes seeing where the big names put their money.

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Articles by Jennifer Song

Page 3 of 6
Two Datadog (DDOG) directors sold $20 million of stock on the same day
News

Two Datadog (DDOG) directors sold $20 million of stock on the same day

Two Datadog directors, both ICONIQ Growth partners, sold about $20 million of DDOG on August 13. One sale ran on a plan set in March, the other was the director's own call, and neither bought.

Aug 17, 2026
Kratos' CEO had to announce his $19 million KTOS sale before he made it. That filing is a Form 144.
Explainers

Kratos' CEO had to announce his $19 million KTOS sale before he made it. That filing is a Form 144.

Kratos CEO Eric DeMarco sold $19.3 million of KTOS stock last week, and a Form 144 flagged it first. Here is what that notice is, how it differs from a Form 4, and why a planned sale is not the warning it looks like.

Aug 17, 2026
Another Bitdeer (BTDR) executive bought the stock near the post-earnings lows
News

Another Bitdeer (BTDR) executive bought the stock near the post-earnings lows

Bitdeer (BTDR) chief strategy officer Basit Fozan bought 25,000 shares at $8.84 on August 14, days after the finance chief bought a nearly identical stake. Both executives paid more than 40 percent below their own $15.44 option strike, stepping in near the low that followed the August 10 earnings.

Aug 17, 2026
The oddest stock in Trump's portfolio is Korean: 18 Coupang (CPNG) trades as Washington challenged Seoul
Explainers

The oddest stock in Trump's portfolio is Korean: 18 Coupang (CPNG) trades as Washington challenged Seoul

Trump's disclosures show 18 Coupang (CPNG) trades across two accounts in eight months, the biggest of them landing while his own administration was accusing Seoul of persecuting the company.

Aug 16, 2026
Saudi Arabia's wealth fund now holds $26 billion of SpaceX (SPCX). That's 70% of its US stock book.
News

Saudi Arabia's wealth fund now holds $26 billion of SpaceX (SPCX). That's 70% of its US stock book.

Saudi Arabia's sovereign wealth fund now holds more SpaceX than any other US stock, a $26 billion position that surfaced in a 13F this week. A 13F only tells part of the story, though.

Aug 14, 2026
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
News

Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it

Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.

Aug 14, 2026
How to track what Congress, Hedge Funds and Insiders are buying and selling.
Explainers

How to track what Congress, Hedge Funds and Insiders are buying and selling.

Congress, hedge funds and company insiders all have to disclose their trades. Here is where each one files, what the timing means, and where to watch all three live.

Aug 14, 2026
Five more Nokia (NOK) insiders just bought. That is about a dozen this year, and none have sold since April.
News

Five more Nokia (NOK) insiders just bought. That is about a dozen this year, and none have sold since April.

Five more Nokia insiders bought shares on August 13, 2026, the latest to land on our insider tracker. That makes about a dozen Nokia insiders who have bought this year, with no selling since April, and NOK is up about 27 percent from its late-July low.

Aug 14, 2026
Aehr (AEHR) is up over 500% on the year, and five insiders just sold $11.15 million without a trading plan
News

Aehr (AEHR) is up over 500% on the year, and five insiders just sold $11.15 million without a trading plan

On Aug. 12, five Aehr insiders including the CEO, the COO and the company's founder sold 85,130 shares for $11.15 million, and every one of them picked the date without a trading plan.

Aug 14, 2026
Amazon offered $90 for Globalstar (GSAT). Insiders are selling $12 million near $83
News

Amazon offered $90 for Globalstar (GSAT). Insiders are selling $12 million near $83

Amazon agreed to pay $90 a share for Globalstar. In one week, three insiders sold or filed to sell about $12 million of GSAT stock near $83, none under a trading plan.

Aug 13, 2026
Bitdeer (BTDR) CFO buys $226,000 worth of stock in cash which was well below his option strike.
News

Bitdeer (BTDR) CFO buys $226,000 worth of stock in cash which was well below his option strike.

Bitdeer's chief financial officer bought 25,000 shares at $9.04 with his own cash, his first stock in the company, and well under the $15.44 strike on the options he was granted six weeks earlier.

Aug 13, 2026
Tower Semiconductor (TSEM) CEO sells $45.6 million in stock after a fivefold rally. But there's a catch.
News

Tower Semiconductor (TSEM) CEO sells $45.6 million in stock after a fivefold rally. But there's a catch.

Tower Semiconductor's CEO reported his largest disclosed stock sale, about $45.6 million, but the Form 4 shows it ran on a plan he scheduled back in March.

Aug 12, 2026
A new Ameresco (AMRC) director and the founder put $1.18 million of their own money into the stock
News

A new Ameresco (AMRC) director and the founder put $1.18 million of their own money into the stock

Two Ameresco (AMRC) insiders bought $1.18 million of stock in early August. New director Brian Cox spent $995,279 about a week after joining the board, and founder-CEO George Sakellaris added $180,920, both near multi-year lows.

Aug 12, 2026
Leopold Aschenbrenner quietly built a $2 billion stake in Japan's Taiyo Yuden (TYOYY) but ended up selling most of it
News

Leopold Aschenbrenner quietly built a $2 billion stake in Japan's Taiyo Yuden (TYOYY) but ended up selling most of it

Situational Awareness, Leopold Aschenbrenner's AI fund, quietly built a stake in Japan's Taiyo Yuden (TYOYY) that peaked at 16.61% on July 22, then cut it to 4.41% by Aug. 3 as margin calls forced sales. Taiyo Yuden makes the MLCC capacitors AI servers can't run without, up to 28,000 per server. Nine reports filed Aug. 12 revealed the round trip.

Aug 12, 2026
HubSpot (HUBS) just had its worst day ever. Its newest director bought $200,000 of the stock days later.
News

HubSpot (HUBS) just had its worst day ever. Its newest director bought $200,000 of the stock days later.

Jerry Dischler joined HubSpot's (HUBS) board on August 5, a day before the stock fell 19 percent. On August 10 he bought 925 shares in the open market for $199,735, nearly doubling his personal stake.

Aug 11, 2026
Congressman Tony Wied sold up to $250,000 worth of AMD stock and loaded up on software stocks
News

Congressman Tony Wied sold up to $250,000 worth of AMD stock and loaded up on software stocks

Wisconsin Rep. Tony Wied sold up to $250,000 of AMD on June 3, then bought Adobe (ADBE), Salesforce (CRM), ServiceNow, HubSpot and The Trade Desk six days later. His February filing showed the same move out of chips and into software.

Aug 11, 2026
President Donald Trump bought Snowflake (SNOW) before it doubled. The filing tells a different story.
Explainers

President Donald Trump bought Snowflake (SNOW) before it doubled. The filing tells a different story.

President Trump's disclosure shows three Snowflake (SNOW) trades in 17 days: a buy, a sell, and a buy. Walking the full record, rather than a single-line alert, shows why the round trip points to an automated model, not an insider bet.

Aug 11, 2026
Ten Viasat (VSAT) insiders sold $54.8 million in a year. None bought stock on the open market.
News

Ten Viasat (VSAT) insiders sold $54.8 million in a year. None bought stock on the open market.

A year of Viasat Forms 4 shows ten insiders selling 1,113,241 shares for $54.8 million, and not a single open-market purchase on the other side of the ledger.

Aug 10, 2026
Sinclair (SBGI) got the FCC ownership cap repeal it wanted. Two sessions later, a founding-family director filed to sell $10 million.
News

Sinclair (SBGI) got the FCC ownership cap repeal it wanted. Two sessions later, a founding-family director filed to sell $10 million.

Sinclair director Robert E. Smith filed to sell 700,000 shares worth $10.09 million, stock the notice traces to the June 1995 IPO. His last sale priced in the high $38s.

Aug 10, 2026
AXT (AXTI) director's last stock sale was at $8.41. His new one is priced at $87.51.
News

AXT (AXTI) director's last stock sale was at $8.41. His new one is priced at $87.51.

AXT director Leonard LeBlanc filed a Form 144 to sell stock at $87.51 a share. His only other sale this year priced out at $8.41.

Aug 8, 2026
Cathie Wood's ARK tripled its GeneDx (WGS) stake in 10 months. It now owns 5.33% of the company.
News

Cathie Wood's ARK tripled its GeneDx (WGS) stake in 10 months. It now owns 5.33% of the company.

ARK's GeneDx (WGS) position has grown every quarter for ten months straight, through an 81 percent stock crash and most of the recovery back. The fund just crossed 5 percent ownership.

Aug 7, 2026
Amkor (AMKR) director Guillaume Rutten has filed to sell $7.9 million of stock this year. Only one sale was under a trading plan.
News

Amkor (AMKR) director Guillaume Rutten has filed to sell $7.9 million of stock this year. Only one sale was under a trading plan.

Five Amkor insiders have filed to sell stock since February, $7.9 million of it from one director alone. Only one of his five filings has a trading plan behind it. The other four, including this week's, do not.

Aug 7, 2026
An Applied Digital (APLD) director just sold $2.34 million of stock. Four other insiders only looked like they did.
News

An Applied Digital (APLD) director just sold $2.34 million of stock. Four other insiders only looked like they did.

One Applied Digital director genuinely sold on August 4, and his Form 4 confirmed it on August 6: 75,000 shares for $2.34 million, an open-market sale with no 10b5-1 plan behind it. Four other insiders filed the same week and only looked like sellers, because their dispositions were tax withholding on newly vested stock, and all four finished the day owning more of the company.

Aug 6, 2026
ProPetro Holding (PUMP) director Larry Lawrence sold 35,831 shares. The number wasn't random. It was his exact balance from last October.
News

ProPetro Holding (PUMP) director Larry Lawrence sold 35,831 shares. The number wasn't random. It was his exact balance from last October.

Two ProPetro insiders sold on the same afternoon. The director's 35,831 shares are the exact balance he was carrying before his restricted stock vested in May, so he sold the old block and kept the new one.

Aug 5, 2026