Author · brief 2026-06-22

@BeatTheInsider BeatTheInsider

Anonymous alert feed transcribing insider buys and congressional stock disclosures

Aggregates and broadcasts real-time SEC Form 4 insider trans

trader score
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hit rate
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mean α
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signals 14d
72

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 47 mentions with price data).

Insider-buy alerts dominate while politicians rotate megacap tech

BeatTheInsider is mostly surfacing insider purchases and congressional disclosures rather than making original directional calls. The distinctive read is transaction-following: bullish emphasis on insider buys in AVGO, SOFI, ABT, FISV and AUR, while political disclosures show sales across megacap tech. No clean late-week flip is evident; the window is dominated by episodic alerts and recap posts.

Themes5analyst read · 2026-06-22
Insider buying as bullish signal
bullintensifying12 signals
Congressional megacap tech selling
bearintensifying21 signals
Congressional semiconductor and AI hardware flow
mixedintensifying14 signals
Political disclosures outside megacap tech
mixedNEW12 signals
Post hoc performance recaps of prior alerts
bullintensifying22 signals
Direction this week

No clear intensifying, fading, or flipping pattern is evident from the supplied signals; the author mainly posted transaction alerts and performance recaps. Adds and buys concentrate in insider-buy alerts such as AVGO, SOFI, FISV, AUR and ABT, while trims appear in congressional disclosures for ACN, MSFT, NVDA, AMZN and GOOGL. Concentration risk is moderate because no single ticker dominates, but the author repeatedly amplifies transaction-flow narratives rather than fundamental theses.

Position disclosures5skin in the game
TSM Four politicians bought TSM in 2026, with Rep. Allen adding up to $15K more. added
ACN Rep. Richard Allen disclosed an ACN sale after another Julie Johnson ACN sale disclosure. trimmed
NVDA Rep. Van Epps disclosed NVDA as part of up to $230K in megacap stock sales. trimmed
AMCR Rep. Kean disclosure included AMCR among purchases and sales, later framed constructively. added
MSFT MSFT appeared in Rep. Van Epps megacap sales after a separate Jonathan Jackson sale disclosure. trimmed
Best hypotheses5their highest-scoring claims in our index
CEO Kevin Tang’s roughly $12.5 million open-market purchase signals insider confidence and supports AUPH upside.
bullMEDIUM3 co-supporters
Rep. David Taylor’s disclosed Parker-Hannifin purchases are a bullish discrete catalyst for PH sentiment.
bullMEDIUM2 co-supporters
Rep. Virginia Foxx’s disclosed ARLP purchase is a modest positive insider-style signal for sentiment toward the units.
bullMEDIUM2 co-supporters
Congressional purchase disclosures add a minor confidence signal, though timing limits fresh informational value.
bullMEDIUM2 co-supporters
Berkshire’s DPZ stake is a double-edged signal: ownership attracts attention, but followers are underwater and sales rum
neutralMEDIUM6 co-supporters
Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02IBP@BeatTheInsider+0.30Reports Rep. David Taylor bought CVX and IBP dips via disclosure.·
2026-07-02CVX@BeatTheInsider+0.30Reports Rep. David Taylor bought CVX and IBP dips via disclosure.
2026-07-02IBP@BeatTheInsider+0.30Political trade disclosure shows Rep. David Taylor bought CVX and IBP, $1k-$15k each.·
2026-07-02CVX@BeatTheInsider+0.30Political trade disclosure shows Rep. David Taylor bought CVX and IBP, $1k-$15k each.
2026-07-01GTLB@BeatTheInsider+0.30CEO purchased 4,188 GTLB shares worth $122,959.68.+1.7%
2026-07-01MU@BeatTheInsider+0.00References how Trump has been trading Micron recently, with details in linked chart.-5.5%
2026-07-01AMD@BeatTheInsider+0.25Trump disclosed bought and sold stock trades; max ticker cap keeps first six.-4.3%
2026-07-01MRVL@BeatTheInsider+0.25Trump disclosed bought and sold stock trades; max ticker cap keeps first six.-9.8%
2026-07-01MU@BeatTheInsider-0.20Trump disclosed bought and sold stock trades; max ticker cap keeps first six.-5.5%
2026-07-01PANW@BeatTheInsider+0.25Trump disclosed bought and sold stock trades; max ticker cap keeps first six.-1.1%
2026-07-01TEM@BeatTheInsider+0.25Trump disclosed bought and sold stock trades; max ticker cap keeps first six.-2.2%
2026-07-01IBM@BeatTheInsider+0.25Trump disclosed bought and sold stock trades; max ticker cap keeps first six.+1.1%
2026-07-01·@BeatTheInsider·Says Trump disclosed hundreds of new stock trades, but no tickers listed.·
2026-07-01T@BeatTheInsider+0.25Rep. Keith Self disclosed purchases over 500 days late, including NVDA, T, GPC.+0.5%
2026-07-01GPC@BeatTheInsider+0.25Rep. Keith Self disclosed purchases over 500 days late, including NVDA, T, GPC.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.