Insider and congress filings

HSBC Holdings plc (HSBC)

NYSE · Financial Services · 8 insider transactions · 13 congress trades · last filed 2 months ago

1
Open-market insider filing shown
2d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·1 sell
Purchases and sales in the filings shown
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About HSBC Holdings plc

from the company's filings and listing, as of Oct 22, 2026
Exchange
NYSE
Sector
Financial Services
Industry
Banks - Diversified
Chief executive
Georges Bahjat El-Hedery
Employees
209,000
Listed since
Jul 16, 1999
Market value
$321.8B
Price to earnings (12 mo)
13.3
Net income per share, as reported (12 mo)
$7.44
Dividend yield
3.98%

www.hsbc.com

Earnings

6 reported quarters · next on Oct 27, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 4, 2026$2.25$2.24$19.0B$18.7BEPS in lineRevenue beat
Q1 FY2026reported May 5, 2026$2.00$2.18$19.1B$18.6BEPS missRevenue beat
Q4 FY2025reported Feb 25, 2026$1.85$1.80$17.7B$17.0BEPS beatRevenue beat
Q3 FY2025reported Oct 28, 2025$1.80$1.65$33.5Bn/aEPS beatRevenue n/a
Q2 FY2025reported Jul 30, 2025$1.95$1.62$14.4B$16.4BEPS beatRevenue miss
Q1 FY2025reported Apr 29, 2025$1.95$1.60$33.9Bn/aEPS beatRevenue n/a

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A figure or flag reads n/a when a number is missing, or when the figure failed our check against the company's other quarters, its own filings and its share splits, and was left out. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
Fisher Asset Management, LLC$1.8B18,572,508+2.0%0.54%
Dimensional Fund Advisors LP$933.1M9,812,755-1.6%0.29%
Morgan Stanley$768.1M8,077,493+5.5%0.24%
Goldman Sachs Group Inc$538.0M5,658,007+22.2%0.17%
FMR LLC$412.4M4,336,546+14.8%0.13%
Northern Trust Corp$286.4M3,012,114-1.2%0.09%
Sanders Capital, LLC$250.3M2,632,430-6.2%0.08%
BlackRock, Inc.$235.8M2,480,130-3.3%0.07%
Bank of America Corp$228.2M2,399,615+0.6%0.07%
American Century Companies Inc$158.4M1,665,928-0.1%0.05%
Royal Bank of Canada$122.1M1,283,561-1.6%0.04%
Clearbridge Investments, LLC$100.6M1,057,593-31.3%0.03%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Open-market insider trades

1 filing shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Daniel Scott PalomakiGlobal Financial ControllerSold23,123$18.11$419KMay 7, 2026filed May 11, 20262d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (6)
InsiderEventSharesDate
Daniel Scott PalomakiGlobal Financial ControllerStock award76Aug 21, 2026
Daniel Scott PalomakiGlobal Financial ControllerStock award88May 22, 2026
Daniel Scott PalomakiGlobal Financial ControllerOther Form 4 entry (see filing)15,669Apr 1, 2026
Jonathan BinghamGlobal Financial ControllerOther (see filing)13Mar 27, 2026
Jonathan BinghamGlobal Financial ControllerStock award792Mar 20, 2026
Jonathan BinghamGlobal Financial ControllerOther Form 4 entry (see filing)28,081Mar 17, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in HSBC

13 disclosures of 13 on record · median 38d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Alan ArmstrongSelfStockPurchase$15,001 - $50,000+14.3%S&P 500 +20.3% · -6.0 pts vs S&P 500Mar 30, 2026Jul 21, 2026113d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+35.7%After the saleS&P 500 +14.8% · +20.9 pts vs S&P 500Oct 14, 2025Nov 21, 202538d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+55.0%S&P 500 +27.2% · +27.8 pts vs S&P 500Jun 17, 2025Aug 13, 202557d
Bruce WestermanStockSale$1,001 - $15,000+74.0%After the saleS&P 500 +47.9% · +26.1 pts vs S&P 500Apr 21, 2025May 12, 202521d
Bruce WestermanStockPurchase$1,001 - $15,000+50.3%S&P 500 +30.1% · +20.2 pts vs S&P 500Mar 3, 2025Apr 16, 202544d
Daniel S. GoldmanStockSale$100,001 - $250,000+132.0%After the saleS&P 500 +72.9% · +59.1 pts vs S&P 500Jul 10, 2023Aug 13, 202334d
Daniel S. GoldmanStockPurchase$1,001 - $15,000+138.8%S&P 500 +91.1% · +47.6 pts vs S&P 500Feb 27, 2023Mar 20, 202321d
Katherine M. ClarkSpouseStockSale$1,001 - $15,000+349.6%After the saleS&P 500 +120.7% · +228.9 pts vs S&P 500Oct 22, 2020Dec 3, 202042d
Josh GottheimerJointStockSale$1,001 - $15,000+201.0%After the saleS&P 500 +190.8% · +10.2 pts vs S&P 500Mar 26, 2020Apr 11, 202016d
Josh GottheimerJointStockPurchase$1,001 - $15,000+141.0%S&P 500 +141.1% · 0.0 pts vs S&P 500Nov 27, 2019Dec 9, 201912d
Katherine M. ClarkSpouseStockPurchase$1,001 - $15,000+115.8%S&P 500 +160.6% · -44.8 pts vs S&P 500Oct 1, 2018Nov 19, 201849d
John H. RutherfordStockPurchase$1,001 - $15,000+107.2%S&P 500 +214.1% · -106.9 pts vs S&P 500Jul 11, 2017Aug 20, 2018405d
Sheldon WhitehouseJointStockSale (Full)$1,001 - $15,000+163.3%After the saleS&P 500 +255.9% · -92.6 pts vs S&P 500Oct 26, 2016Nov 7, 201612d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in HSBC, filterable by party, chamber, type and account.

Questions

Are insiders buying or selling HSBC?

Across the one open-market filing shown here, 0 were purchases and 1 was a sale.

Which members of Congress have traded HSBC?

Alan Armstrong, Lisa C. McClain, Bruce Westerman, Daniel S. Goldman, Katherine M. Clark, Josh Gottheimer and others disclosed HSBC transactions in the filings shown here.

How quickly are HSBC trades disclosed?

Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 38 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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