Retail trading platform
Retail brokerage where crypto trading, customer activity, and product mix can materially affect results.
What changed
$HOOD director Malka Meyer reported a 249,000 share open-market purchase on May 28, 2026 valued at $20.0M (code P). Evidence shows no prior officer or director P-code purchase cluster in the 730-day lookback, and Meyer's clustered Form 4 activity in the prior 90 days carried codes S, M, and A rather than P.
Signal summary
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Regulatory filing quality and event signal from SEC disclosures
Key inputs: Recent Form 4 insider transactions · Recent Form 4 insider transactions
Degree of Bitcoin exposure relative to entity type
Key inputs: Retail trading platform
Net insider buying/selling pattern and cluster activity
Key inputs: 5 insider transaction clusters · 20 Form 4 transactions
Directional signal from recent SEC event categorizations
Key inputs: 20 recent SEC filings · 6 fresh source updates
Delayed quote
Session timestamp: Jun 5, 2026, 9:30 PM
Showing the latest source-confirmed income statement values. The bar scale compares magnitude within this statement only; it is not a trend line and does not indicate positive or negative quality.
2 metrics · latest period Mar 31, 2026. 2 metrics include a prior-period comparison.
| Metric | Value | Period | Prior | Change |
|---|---|---|---|---|
| Revenue | 1.07B USD | Mar 31, 2026 | 4.47B USD | -3.41B USD (-76.1%) |
| Net income | 350M USD | Mar 31, 2026 | 1.88B USD | -1.53B USD (-81.4%) |
Risk Factor Watch
Compared 10-K/A 2026-02-20 with 10-K 2026-02-18.
No newly detected risk-factor sentences above threshold.
No materially changed risk-factor sentences above threshold.
Source-extracted Item 1A comparison.
Form 4 context
Recent insider transaction activity
The 30, 90, and 365 day windows are measured backward from the newest Form 4 row loaded for this ticker. “Acquired” and “Disposed” are the Form 4 share-direction fields; they are not a Sawse conclusion about insider intent.
A cluster groups related Form 4 rows with the same transaction direction and code inside a weekly date window. Sawse flags a group as a cluster when it has multiple rows, multiple reporting owners, or at least 100,000 reported shares.
Cluster filter
Use clusters to inspect grouped Form 4 activity without scrolling through the full table.
Unclustered single rows remain in the table when All groups is selected.
20 transaction rows match the active filters; 12 rows are shown.
| Insider | Role | Group | Direction | Shares | Dollar value | Date |
|---|---|---|---|---|---|---|
| Gallagher Daniel Martin Jr | Chief Legal Officer, officer | Cluster 1 | Disposed | 800 | $67.76K | Jun 3, 2026 |
| Quirk Steven M. | Chief Brokerage Officer, officer | Cluster 1 | Disposed | 8,540 | $732.52K | Jun 3, 2026 |
| Quirk Steven M. | Chief Brokerage Officer, officer | Cluster 1 | Disposed | 2,297 | $198.51K | Jun 3, 2026 |
| Gallagher Daniel Martin Jr | Chief Legal Officer, officer | Cluster 1 | Disposed | 200 | $17.16K | Jun 3, 2026 |
| Gallagher Daniel Martin Jr | Chief Legal Officer, officer | Cluster 1 | Disposed | 4,200 | $353.07K | Jun 3, 2026 |
| Gallagher Daniel Martin Jr | Chief Legal Officer, officer | Cluster 1 | Disposed | 4,800 | $398.78K | Jun 3, 2026 |
| Loop Paula | director | Cluster 2 | Acquired | 3,289 | $0 | Jun 2, 2026 |
| Hegeman John William | director | Cluster 2 | Acquired | 3,289 | $0 | Jun 2, 2026 |
| RUBINSTEIN JONATHAN | director | Cluster 2 | Acquired | 3,289 | $0 | Jun 2, 2026 |
| Payne Christopher D | director | Cluster 2 | Acquired | 3,289 | $0 | Jun 2, 2026 |
| Bhatt Baiju | director | Cluster 2 | Acquired | 3,289 | $0 | Jun 2, 2026 |
| Zoellick Robert B. | director | Cluster 2 | Acquired | 3,289 | $0 | Jun 2, 2026 |
This is a partial 13F manager view, not a full shareholder register. Concentration percentages describe the manager positions currently loaded in this table. The shares-outstanding percentage divides each manager's reported shares by the latest public share-count record when available.
Loaded filings
Of loaded 13F shares
Only 3 loaded
Only 3 loaded
Position or value
Source: SEC 13F filings. 13F reports can arrive up to 45 days after quarter end and do not represent every shareholder. Position change is the reported share-count change versus the prior available filing. Value change is the reported market-value change and can move even when the share count is unchanged.
| Manager | Period | Shares | % Shares out. | Value | Movement |
|---|---|---|---|---|---|
| ARK Investment Management LLCMarket value moved | Mar 2026 | 6M | 0.66% | $416.01B | Position+1.2MValue-$127.57B |
| Geode Capital Management, LLCPosition and value moved | Mar 2026 | 18.99M | 2.08% | $1311.84B | Position+16.64MValue+$1046.52B |
| Geode Capital Management, LLCMarket value moved | Mar 2026 | 2.52M | 0.28% | $174.42B | Position+170.95KValue-$90.91B |
Retail trading platform
HOOD's crypto exposure should be read alongside its equity valuation, financing choices, dilution risk, taxes, and operating business.
| Title | Type |
|---|---|
| HOOD insiders sold $1.77 million on June 3 as the stock gave back a sharp single-day drop | Insider Activity |
| Crypto-equity briefing: Fear reading hits 12 as MSTR and COIN absorb sharp drawdowns | Research |
| Crypto-equity briefing: Fear gauge at 12, miners lead, MSTR absorbs a rough month | Research |
| HOOD insiders filed F-code transactions worth $6.72 million on June 1 | Insider Activity |
| Crypto-equity briefing: Fear gauge at 11, MARA leads the tape, COIN absorbs a rough month | Research |
| Crypto-equity briefing: MARA leads the tape, COIN holds its ground, and the fear gauge flashes red | Research |
| $HOOD director Malka Meyer bought $20.0M of stock on May 28 | Observation |
| Ticker | Category | Latest revenue | Filing Risk0-100 | BTC Exposure0-100 | Insider Signal0-100 | Event Momentum0-100 |
|---|---|---|---|---|---|---|
| $HOODRobinhood Markets | Retail trading platform | 1.07B | 80 | 45 | 51 | 100 |
| $COINCoinbase Global | Crypto exchange | 1.41B | 100 | 70 | 50 | 100 |
| $GLXYGalaxy Digital | Crypto financial services | 10.04B | 100 | 60 | 10 | 100 |
Scores run 0-100: higher means a stronger signal for that dimension, not a buy/sell rating. Market cap, YTD return, and P/E appear when quote history and share-count data are complete.