SPCX 10-K & 10-Q changes, risk factors and insider trading
Space Exploration Technologies Corp. · Nasdaq · Services-Computer Programming, Data Processing, Etc. · CIK 1181412 · All filings on SEC.gov
At a glance
What changed in the latest 10-K
Comparison not available: Not available: fewer than two 10-K filings on EDGAR to compare..
What changed in the latest 10-Q
Comparison not available: Not available: fewer than two 10-Q filings on EDGAR to compare (only one so far)..
SPCX insider buying and selling (Form 4)
Since 2026-04-11, insiders reported open-market purchases in 0 Form 4 filings and open-market sales in 2 filings (2 insiders, 2 trade dates, 353,560 shares, about $53.7M; 1 of these filings say the sales were made under a Rule 10b5-1 trading plan). Net open-market shares: -353,560 (purchases minus sales); net value about -$53.7M.Totals add up every open-market (code P and S) line in those filings, using the prices reported in the filings. Awards, option exercises, tax withholding and gifts are listed below but not counted.
| Trade date | Insider | Transaction | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-22 | Shotwell Gwynne |
Option exercise |
138,900 | $8.40 | $1.2M |
| 2026-09-22 | Shotwell Gwynne |
Option exercise |
74,405 | $11.20 | $833.3K |
| 2026-09-22 | Shotwell Gwynne |
Option exercise |
128,865 | $19.40 | $2.5M |
| 2026-09-22 | Shotwell Gwynne |
Open-market sale |
12,500 | $151.15 | $1.9M |
| 2026-09-22 | Shotwell Gwynne |
Open-market sale |
24,417 | $154.72 | $3.8M |
| 2026-09-22 | Shotwell Gwynne |
Open-market sale |
7,600 | $151.93 | $1.2M |
| 2026-09-22 | Shotwell Gwynne |
Open-market sale |
145,809 | $153.27 | $22.3M |
| 2026-09-22 | Shotwell Gwynne |
Open-market sale |
151,844 | $153.95 | $23.4M |
| 2026-09-11 | Gracias Antonio J. |
Other |
42,790,223 | — | — |
| 2026-09-11 | Gracias Antonio J. |
Other |
42,790,223 | — | — |
| 2026-06-15 | Musk Elon |
Conversion | 14,792,900 | — | — |
| 2026-06-15 | Musk Elon |
Conversion | 18,518,500 | — | — |
| 2026-06-15 | Musk Elon |
Conversion | 282,614,850 | — | — |
| 2026-04-18 | Shotwell Gwynne |
Option exercise |
138,900 | $8.40 | $1.2M |
| 2026-04-18 | Shotwell Gwynne |
Option exercise |
74,410 | $11.20 | $833.4K |
| 2026-04-02 | Musk Elon |
Other | 186,545 | — | — |
| 2026-04-02 | Musk Elon |
Gift | 480 | — | — |
| 2026-04-02 | Musk Elon |
Open-market sale | 11,390 | $105.32 | $1.2M |
| 2026-03-23 | Musk Elon |
Disposition to issuer | 25,172,695 | — | — |
| 2026-02-02 | Musk Elon |
Grant/award | 511,289,725 | — | — |
| 2026-02-02 | Musk Elon |
Grant/award | 78,395 | — | — |
Well-known investors holding SPCX (13F)
| Investor | Quarter | Shares | Reported value | % of their 13F | Change vs prior quarter |
|---|---|---|---|---|---|
| D1 Capital Partners (Dan Sundheim) | 2026-06-30 | 126,042,232 | $21.5B | 61.91% | New position |
| Baillie Gifford | 2026-06-30 | 51,397,806 | $8.8B | 7.97% | New position |
| Coatue Management (Philippe Laffont) | 2026-06-30 | 18,561,780 | $3.2B | 6.52% | New position |
| Millennium Management (Israel Englander) | 2026-06-30 | 17,604,863 | $3.0B | 2.01% | New position |
| D. E. Shaw & Co. | 2026-06-30 | 5,340,000 | $912.4M | 0.56% | New position |
| Citadel Advisors (Ken Griffin) | 2026-06-30 | 5,129,884 | $876.5M | 0.5% | New position |
| ARK Investment Management (Cathie Wood) | 2026-06-30 | 4,478,013 | $765.1M | 4.97% | New position |
| Altimeter Capital (Brad Gerstner) | 2026-06-30 | 1,776,485 | $303.5M | 3.09% | New position |
| Two Sigma Investments | 2026-06-30 | 1,775,121 | $303.3M | 0.23% | New position |
| PRIMECAP Management | 2026-06-30 | 1,407,762 | $240.5M | 0.14% | New position |
| Viking Global Investors (Andreas Halvorsen) | 2026-06-30 | 1,200,000 | $205.0M | 0.58% | New position |
| Tiger Global Management (Chase Coleman) | 2026-06-30 | 375,000 | $64.1M | 0.27% | New position |
| Appaloosa (David Tepper) | 2026-06-30 | 225,000 | $38.4M | 0.51% | New position |
| Third Point (Dan Loeb) | 2026-06-30 | 180,415 | $30.8M | 0.66% | New position |
| Whale Rock Capital Management | 2026-06-30 | 152,517 | $26.1M | 0.21% | New position |
| Bridgewater Associates | 2026-06-30 | 11,597 | $2.0M | 0.01% | New position |
| Polen Capital Management | 2026-06-30 | 6,705 | $1.1M | 0.01% | New position |