Insider and congress filings

Space Exploration Technologies Corp. (SPCX)

NASDAQ · Industrials · 52 insider transactions · 6 congress trades · last filed 18 days agoNasdaq 100

2
Open-market insider filings shown
28d
Median delay on the insider filings, in business days
Form 4 is due in two business days
0 buys·2 sells
Purchases and sales in the filings shown
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About Space Exploration Technologies Corp.

from the company's filings and listing, as of Oct 22, 2026
Exchange
NASDAQ
Sector
Industrials
Industry
Aerospace & Defense
Chief executive
Elon Reeve Musk
Employees
22,000
Listed since
Jun 12, 2026
Market value
$2.1T
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$0.12
Dividend yield
-

www.spacex.com

Earnings

3 reported quarters · next on Feb 25, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Oct 20, 2026$0.35$0.13$14.6B$12.9BEPS beatRevenue beat
Q2 FY2026reported Aug 4, 2026-$0.09-$0.23$7.8B$6.8BEPS beat, GAAPRevenue beat
Q1 FY2026reported May 20, 2026-$1.19n/a$4.7Bn/aEPS n/aRevenue 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 flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. 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
Alphabet Inc.$94.2B551,189,500New9.40%
Valor Management LLC$86.0B503,414,530New8.58%
FMR LLC$51.7B302,555,831New5.16%
VY Capital Management Co. Ltd.$46.4B271,811,500New4.64%
Gigafund Management Company, LLC$29.4B171,826,745New2.93%
Public Investment Fund$26.3B154,146,835New2.63%
BAMCO Inc$24.9B145,775,147New2.49%
D1 Capital Partners L.P.$21.5B126,042,232New2.15%
Nvidia Corp$21.0B122,764,805New2.09%
SC US (Ttgp), Ltd.$20.9B122,519,145New2.09%
Capricorn Investment Group LLC$20.6B120,801,820New2.06%
Darsana Capital Partners LP$17.3B101,461,915New1.73%

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. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. 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.

Tracked fund managers holding SPCX

12 of 29 managers
ManagerValueSharesShare of book
D1 Capital PartnersDaniel Sundheim$21.5B126,042,23261.9%
Darsana Capital Partners$17.3B101,461,91577.8%
Alpha Wave Global$5.3B31,246,96585.5%
Atreides Management$4.7B27,332,94332.6%
Coatue ManagementPhilippe Laffont$3.2B18,561,7806.5%
Millennium ManagementIsrael Englander$3.0B17,604,8631.1%
Dragoneer Investment Group$1.4B8,000,00048.2%
D. E. Shaw & Co.David Shaw$912.4M5,340,0000.4%
Cathie WoodARK Invest$765.1M4,478,0135.0%
Dmitry BalyasnyBalyasny Asset Management$580.5M3,397,6420.7%
ExodusPoint Capital Management$331.3M1,938,9352.1%
Altimeter CapitalBrad Gerstner$303.5M1,776,4853.1%

Also holding SPCX: Hudson Bay Capital, Davidson Kempner Capital Management, Tudor Investment Corporation, Schonfeld Strategic Advisors, Sculptor Capital, Freestone Grove Partners, Element Capital Management, Tiger Global Management, Samlyn Capital, HBK Capital Management, Pentwater Capital Management, David Tepper, Third Point, Whale Rock Capital Management, Steadfast Capital Management, Montanova Capital, Bracebridge Capital.

29 of the 97 fund managers we track list SPCX shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Open-market insider trades

2 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Gwynne ShotwellPresident and COOSold · scheduled · 5 lines342,170$153.57$52.5MSep 22, 2026filed Sep 24, 20262d
Elon MuskCEO, CTO & ChairmanSold11,390$105.32$1.2MApr 2, 2026filed Jun 17, 202653d

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. Scheduled: set up in advance under a Rule 10b5-1 trading plan. 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 (18)
InsiderEventSharesDate
Gwynne ShotwellPresident and COOOption exercise342,170Sep 22, 2026
Gwynne ShotwellPresident and COOOption exercise213,310Apr 18, 2026
Antonio J. GraciasDirectorOther (see filing)42,790,223Sep 11, 2026
Elon MuskCEO, CTO & ChairmanConversion13,869,448Jun 15, 2026
Elon MuskCEO, CTO & ChairmanConversion3,252,274,200Jun 15, 2026
Elon MuskCEO, CTO & ChairmanStock award532,689,090Feb 2, 2026
Elon MuskCEO, CTO & ChairmanConversion315,926,250Jun 15, 2026
Elon MuskCEO, CTO & ChairmanOther (see filing)186,545Apr 2, 2026
Elon MuskCEO, CTO & ChairmanGift480Apr 2, 2026
Elon MuskCEO, CTO & ChairmanDisposed to issuer25,172,695Mar 23, 2026
Elon MuskCEO, CTO & ChairmanStock award511,368,120Feb 2, 2026
Elon MuskCEO, CTO & ChairmanOther Form 4 entry (see filing)350,900,495Jun 11, 2026
Elon MuskCEO, CTO & ChairmanOther Form 4 entry (see filing)13,869,448Jun 11, 2026
Gwynne ShotwellPresident and COOOther Form 4 entry (see filing)4,779,240Jun 11, 2026
Gwynne ShotwellPresident and COOOther Form 4 entry (see filing)7,113,550Jun 11, 2026
Bret W. JohnsenChief Financial OfficerOther Form 4 entry (see filing)4,330,120Jun 11, 2026
Bret W. JohnsenChief Financial OfficerOther Form 4 entry (see filing)71,445Jun 11, 2026
Ira Matthew EhrenpreisDirectorOther Form 4 entry (see filing)564,650Jun 11, 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 SPCX

6 disclosures of 6 on record · median 20d 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
Maria Elvira SalazarStockSale$1,001 - $15,000-0.4%After the saleS&P 500 -1.2% · +0.8 pts vs S&P 500Sep 24, 2026Oct 7, 202613d
Maria Elvira SalazarStockPurchase$1,001 - $15,000+0.9%S&P 500 -1.6% · +2.6 pts vs S&P 500Aug 12, 2026Sep 9, 202628d
Jared MoskowitzStockPurchase$1,001 - $15,000-8.4%S&P 500 +2.4% · -10.8 pts vs S&P 500Jun 12, 2026Jul 26, 202644d
John McGuireSpouseStockPurchase$1,001 - $15,000-23.4%S&P 500 +0.7% · -24.1 pts vs S&P 500Jun 15, 2026Jul 8, 202623d
Daniel MeuserDependent childStockPurchase$15,001 - $50,000-23.4%S&P 500 +0.7% · -24.1 pts vs S&P 500Jun 15, 2026Jul 2, 202617d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-20.3%S&P 500 +1.5% · -21.8 pts vs S&P 500Jun 18, 2026Jul 2, 202614d

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.

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

Members of Congress reporting a position

7 members · estimate, as of Oct 21, 2026

7 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
William R. Timmons IVRepublican · House$50,001 - $100,00048.9%
John JamesRepublican · House$15,001 - $50,0003.2%
Daniel MeuserRepublican · House$15,001 - $50,0001.2%
Maria Elvira SalazarRepublican · House$1,001 - $15,0000.4%
Jared MoskowitzDemocrat · House$1,001 - $15,0000.2%
Gilbert Ray Cisneros, Jr.Democrat · House$1,001 - $15,000<0.1%
John McGuireRepublican · House$1,001 - $15,0001.5%

Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling SPCX?

Across the 2 most recent open-market filings shown here, 0 were purchases and 2 were sales. One was scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded SPCX?

Maria Elvira Salazar, Jared Moskowitz, John McGuire, Daniel Meuser and Gilbert Ray Cisneros, Jr. disclosed SPCX transactions in the filings shown here.

Which members of Congress hold SPCX?

7 members of Congress report a position in SPCX in the estimate we hold as of Oct 21, 2026. The three largest estimated positions belong to William R. Timmons IV, John James and Daniel Meuser. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is SPCX in the S&P 500 or the Nasdaq 100?

Space Exploration Technologies Corp. is a current member of the Nasdaq 100, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are SPCX trades disclosed?

Insider filings on this page reached the public a median of 28 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 20 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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