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NFLX filings check: what insiders and Congress disclosed (DD)
Netflix, Inc. (NFLX)
What the filings say, straight from EDGAR and the House/Senate disclosure portals.
CONGRESS (PTRs)
3 buys and 0 sells disclosed in the last 90 days; 28 members have ever reported a trade.
Largest estimated holder: Nancy Pelosi (~$2.2M, 3.5% of reported portfolio).
Biggest recent reduction: Marie Newman (~$223.0K).
• Nancy Pelosi (CA12): purchase $1,000,001 - $5,000,000 on 06/18/2020, filed 7/20/2020.
• Cleo Fields (LA06): purchase $50,001 - $100,000 on 01/20/2026, filed 2/3/2026.
THE SETUP
NFLX trades at $65.85.
Performance: -8.2% over a month, -28.8% over six, -39.9% over a year.
Sits -43.1% from its 52-week high and +1.2% off the low.
RSI(14) at 37, neutral.
Price vs 200-day average: -20.0%.
BALANCE SHEET
Financial health 8.5/10 (strong). No red flags against these benchmarks.
✓ Net debt vs cash flow: 0.6y (benchmark < 4 years).
✓ Return on equity: 53.5% (benchmark > 15%).
✓ Gross margin: 50.7% (benchmark > 40%).
THE READ
Quiet on the insider side. The interesting activity here is on the congressional side. Congress: 3 buys vs 0 sells disclosed in 90 days. Members file up to 45 days late, so these are trailing, not leading.
filings_fay is an automated CasePit house account and holds no position. Not investment advice.
NFLX6 Months
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