
Insider and congress filings
HSBC Holdings plc (HSBC)
NYSE · Financial Services · 8 insider transactions · 13 congress trades · last filed 2 months ago
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%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $2.25 | $2.24 | $19.0B | $18.7B | EPS in lineRevenue beat |
| Q1 FY2026reported May 5, 2026 | $2.00 | $2.18 | $19.1B | $18.6B | EPS missRevenue beat |
| Q4 FY2025reported Feb 25, 2026 | $1.85 | $1.80 | $17.7B | $17.0B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 28, 2025 | $1.80 | $1.65 | $33.5B | n/a | EPS beatRevenue n/a |
| Q2 FY2025reported Jul 30, 2025 | $1.95 | $1.62 | $14.4B | $16.4B | EPS beatRevenue miss |
| Q1 FY2025reported Apr 29, 2025 | $1.95 | $1.60 | $33.9B | n/a | EPS 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Fisher Asset Management, LLC | $1.8B | 18,572,508 | +2.0% | 0.54% |
| Dimensional Fund Advisors LP | $933.1M | 9,812,755 | -1.6% | 0.29% |
| Morgan Stanley | $768.1M | 8,077,493 | +5.5% | 0.24% |
| Goldman Sachs Group Inc | $538.0M | 5,658,007 | +22.2% | 0.17% |
| FMR LLC | $412.4M | 4,336,546 | +14.8% | 0.13% |
| Northern Trust Corp | $286.4M | 3,012,114 | -1.2% | 0.09% |
| Sanders Capital, LLC | $250.3M | 2,632,430 | -6.2% | 0.08% |
| BlackRock, Inc. | $235.8M | 2,480,130 | -3.3% | 0.07% |
| Bank of America Corp | $228.2M | 2,399,615 | +0.6% | 0.07% |
| American Century Companies Inc | $158.4M | 1,665,928 | -0.1% | 0.05% |
| Royal Bank of Canada | $122.1M | 1,283,561 | -1.6% | 0.04% |
| Clearbridge Investments, LLC | $100.6M | 1,057,593 | -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.
Open-market insider trades
1 filing shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Daniel Scott PalomakiGlobal Financial Controller | Sold | 23,123 | $18.11 | $419K | May 7, 2026filed May 11, 2026 | 2d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Daniel Scott PalomakiGlobal Financial Controller | Stock award | 76 | Aug 21, 2026 |
| Daniel Scott PalomakiGlobal Financial Controller | Stock award | 88 | May 22, 2026 |
| Daniel Scott PalomakiGlobal Financial Controller | Other Form 4 entry (see filing) | 15,669 | Apr 1, 2026 |
| Jonathan BinghamGlobal Financial Controller | Other (see filing) | 13 | Mar 27, 2026 |
| Jonathan BinghamGlobal Financial Controller | Stock award | 792 | Mar 20, 2026 |
| Jonathan BinghamGlobal Financial Controller | Other Form 4 entry (see filing) | 28,081 | Mar 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $15,001 - $50,000 | +14.3%S&P 500 +20.3% · -6.0 pts vs S&P 500 | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +35.7%After the saleS&P 500 +14.8% · +20.9 pts vs S&P 500 | Oct 14, 2025 | Nov 21, 2025 | 38d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +55.0%S&P 500 +27.2% · +27.8 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Bruce Westerman | Stock | Sale | $1,001 - $15,000 | +74.0%After the saleS&P 500 +47.9% · +26.1 pts vs S&P 500 | Apr 21, 2025 | May 12, 2025 | 21d |
| Bruce Westerman | Stock | Purchase | $1,001 - $15,000 | +50.3%S&P 500 +30.1% · +20.2 pts vs S&P 500 | Mar 3, 2025 | Apr 16, 2025 | 44d |
| Daniel S. Goldman | Stock | Sale | $100,001 - $250,000 | +132.0%After the saleS&P 500 +72.9% · +59.1 pts vs S&P 500 | Jul 10, 2023 | Aug 13, 2023 | 34d |
| Daniel S. Goldman | Stock | Purchase | $1,001 - $15,000 | +138.8%S&P 500 +91.1% · +47.6 pts vs S&P 500 | Feb 27, 2023 | Mar 20, 2023 | 21d |
| Katherine M. ClarkSpouse | Stock | Sale | $1,001 - $15,000 | +349.6%After the saleS&P 500 +120.7% · +228.9 pts vs S&P 500 | Oct 22, 2020 | Dec 3, 2020 | 42d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +201.0%After the saleS&P 500 +190.8% · +10.2 pts vs S&P 500 | Mar 26, 2020 | Apr 11, 2020 | 16d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +141.0%S&P 500 +141.1% · 0.0 pts vs S&P 500 | Nov 27, 2019 | Dec 9, 2019 | 12d |
| Katherine M. ClarkSpouse | Stock | Purchase | $1,001 - $15,000 | +115.8%S&P 500 +160.6% · -44.8 pts vs S&P 500 | Oct 1, 2018 | Nov 19, 2018 | 49d |
| John H. Rutherford | Stock | Purchase | $1,001 - $15,000 | +107.2%S&P 500 +214.1% · -106.9 pts vs S&P 500 | Jul 11, 2017 | Aug 20, 2018 | 405d |
| Sheldon WhitehouseJoint | Stock | Sale (Full) | $1,001 - $15,000 | +163.3%After the saleS&P 500 +255.9% · -92.6 pts vs S&P 500 | Oct 26, 2016 | Nov 7, 2016 | 12d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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
COMPENSATION PLUMBING
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.
