@FollowTheFiling

the plan is simple: following the filings

FollowTheFilings.com
Joined August 2024
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201Media
* ANTHROPIC SAYS ITS MYTHOS 5 MODEL ALMOST NEVER STOPPED A CYBERATTACK ONCE BEGUN: INSIDER
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* ANTHROPIC’S FIRST PUBLIC S1 FILING EXPECTED AS SOON AS TODAY
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* META TO DELAY NEW COMMERCIAL TERMS CRITICIZED BY PUBLISHERS AND ADVERTISERS: REUTERS $META
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* AMEX 3Q ADJ EPS $4.68, EST. $4.58 * AMEX 3Q REV. $20.1B, EST. $20.12B $AXP
EARNINGS, OCT 23. AXP, American Express, 3Q 2026. Adjusted EPS $4.68, estimate $4.58: BEAT +2.2%. Revenue $20.1B, estimate $20.12B: MISS -0.1%. From the company's 8-K, estimate: analyst consensus. followthefilings.com/earnings/AXP.

ALT EARNINGS, OCT 23. AXP, American Express, 3Q 2026. Adjusted EPS $4.68, estimate $4.58: BEAT +2.2%. Revenue $20.1B, estimate $20.12B: MISS -0.1%. From the company's 8-K, estimate: analyst consensus. followthefilings.com/earnings/AXP.

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REPORTING TODAY · FRI OCT 23 BEFORE THE OPEN: PG, AXP, SLB
Reporting today. Friday, October 23, the largest and most widely held names. Before the open, 3 companies: PG (Procter & Gamble), EPS est. $1.89; AXP (American Express), EPS est. $4.58; SLB (Schlumberger), EPS est. $0.62. Estimates are analyst consensus. followthefilings.com/earnings/2026-10-23.

ALT Reporting today. Friday, October 23, the largest and most widely held names. Before the open, 3 companies: PG (Procter & Gamble), EPS est. $1.89; AXP (American Express), EPS est. $4.58; SLB (Schlumberger), EPS est. $0.62. Estimates are analyst consensus. followthefilings.com/earnings/2026-10-23.

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* SPACEX SAID TO BE IN TALKS TO ACCESS 80,000 CELL SITES FOR WIRELESS NETWORK: BLOOMBERG $SPCX
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* OPENAI NEARS UP TO $30 BILLION FUNDING ROUND AT $1.25 TRILLION VALUATION LED BY UAE INVESTORS: CNBC * ROUND MEANT TO BE A BRIDGE TO ITS 2027 IPO
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* DECKERS OUTDOOR 2Q EPS $2.31, EST. $1.80 * DECKERS OUTDOOR 2Q REV. $1.48B, EST. $1.51B * RAISES FY DILUTED EPS TO $7.80-$7.95 $DECK
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* SPACEX DISCLOSES $561 MILLION STAKE IN THE BORING COMPANY - 10Q $TBC
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* NEWMONT 3Q ADJ EPS $2.20, EST. $1.88 $NEM
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* WESTERN DIGITAL 1Q REV. $4.38B, EST. $4.15B $WDC
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* TRUMP CALLED MUSK TO LIFT STARLINK LIMITS IN UKRAINE ACCORDING TO THE WALL STREET JOURNAL: WSJ $SPCX
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* EX-OPENAI SCIENCE HEAD LAUNCHES STARTUP WITH $215 MILLION: BLOOMBERG
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JUST FILED: MURPHY POHLAD · 2026 Q3 · $288M NEW: ACN, CRM, BSX, KHC +7 more EXITED: XOM, LRCX, VYM, LEE +2 more TOP HOLDINGS: TRV, AEM, COP
Murphy Pohlad. Murphy Pohlad, 2026 Q3, $288M portfolio. Bars: change in portfolio share since 2026 Q2. Bought: ACN (Accenture), New, now 0.7%; CRM (Salesforce), New, now 0.5%; BSX (Boston Scientific), New, now 0.4%; KHC (Kraft Heinz), New, now 0.4%; ADSK (Autodesk), New, now 0.4%. Sold: XOM (Exxon Mobil), Exited, was 0.2%. SEC 13F filing, not investment advice. followthefilings.com/pohlad.

ALT Murphy Pohlad. Murphy Pohlad, 2026 Q3, $288M portfolio. Bars: change in portfolio share since 2026 Q2. Bought: ACN (Accenture), New, now 0.7%; CRM (Salesforce), New, now 0.5%; BSX (Boston Scientific), New, now 0.4%; KHC (Kraft Heinz), New, now 0.4%; ADSK (Autodesk), New, now 0.4%. Sold: XOM (Exxon Mobil), Exited, was 0.2%. SEC 13F filing, not investment advice. followthefilings.com/pohlad.

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* TECH MAHINDRA PARTNERS WITH SPACEX FOR AI-POWERED SOFTWARE DEVELOPMENT: REUTERS $SPCX
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* SPACEX RETIRES MAJOR ROCKET AS SPACE FORCE SCRAMBLES FOR ALTERNATIVES: INSIDER * LEAVING THE PENTAGON IN A BIND $SPCX
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* EBAY TO CUT ABOUT 9% OF WORKFORCE: 8-K * SEES $130-$150 MILLION IN RESTRUCTURING CHARGES $EBAY
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* META TO PAY STOCKHOLDERS A DIVIDEND EACH TIME STOCK DOUBLES WITH AT LEAST 10% ANNUAL COMPOUNDING IF ZUCKERBERG HITS: INSIDER $META
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* EXPERTS SAY META HAS A STRONG CHANCE OF GETTING THE $25 BILLION NEW MEXICO PENALTY SLASHED ON APPEAL: REUTERS $META
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* VALERO ENERGY 3Q ADJ EPS $23.90, EST. $15.00 $VLO
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