Key Metrics

• Jul 28
  3 insider transaction filings hit the record.

  Form 4s are events, not verdicts — officers, directors, and 10% owners reporting their own trades. The forms post hours before the media writes them up.

  RECEIPT: SEC FORM 4 × 3, TIMESTAMPED
• Jul 28
  Chatter ran way louder than usual.

  2 mentions across the stream that day (+3.9σ vs its own baseline) — attention, not direction. Loud days mark where the crowd was looking.

  RECEIPT: NARRATIVE VELOCITY, 30-DAY BASELINE
• Jul 24
  From its Jun 26 high, the share price fell 32%.

  Peak close $35.65 on Jun 26; trough close $24.12 on Jul 24. The drawdown is the fact — the chapters around it are the context.

  RECEIPT: PRICE SERIES, PEAK-TO-TROUGH -32%
• Jul 16
  Money rotated out of high-beta cohorts market-wide.

  High-beta names lagged the blue-chips by 20.3 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

  RECEIPT: ROTATION GAUGE, LIVE
• Jun 30
  The stock moved -15.8% in a single session.

  Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

  RECEIPT: DAILY BAR, Jun 30
• Feb 12
  The stock moved -16.5% in a single session.

  Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

  RECEIPT: DAILY BAR, Feb 12

The story updates itself as events post · The wolf reports; you decide