Trade of the BUY SAIL · Josh Gottheimer
SailPoint Technologies Holdings, Inc. (SAIL)
Concentrated bet inside their own jurisdiction
| Inside their committee's jurisdiction |
|
32/32 |
| Isolated decision, not a bulk rebalance |
|
21/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
6/10 |
| Committee chair or ranking member |
|
8/8 |
|
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
|
|
8/8 |
| Member's own account |
|
0/8 |
|
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
|
|
0/6 |
| Position size |
|
0/3 |
| Leveraged instrument (option) |
|
0/3 |
A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.
It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.
The filing it came from
filed in 21 days Within the 30-day notification window.
Still held, as far as the filings show. No disclosed sale of this name from this account since the purchase. A sale inside its 45-day disclosure window would look exactly the same, so this is the absence of a filing rather than evidence of a position.
This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.
This filing disclosed 13 transactions in total, of which 2 share this trade date (20 Jul 2026).
Few other trades share this date, so this reads as a discrete decision rather than a portfolio sweep.
Filed 10 Aug 2026 · source PDF
Same day: NICE
Price
52-week range $10.49 – $23.63. The marker is the entry: the first market open after this filing became public.
SailPoint, Inc.
SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally. Its solutions enable organizations to establish, control, and automate policies that help define and maintain a robust security posture and achieve regulatory compliance; and address various types of systems and identities, including data and applic…
| Sector | Technology |
| Industry | Software - Infrastructure |
| Analyst range | $10 – $25 |
| Employees | 3,229 |
| Instrument | ST |
| Jurisdiction tags | technology |
Inside this member's remit. Their committees cover cryptodefensefinancialsreal estatetechnology
Expressing this with options
An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.
Loading chain…
Outcome
| Held | This trade | S&P 500 | Alpha |
|---|---|---|---|
| 1m | — | — | — |
| 3m | — | — | — |
| 6m | — | — | — |
| 12m 1yr | — | — | — |
| 18m | — | — | — |
| 24m | — | — | — |
| 36m | — | — | — |
| 48m | — | — | — |
| 60m 5yr | — | — | — |
Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 9 rows are blank because those windows have not closed yet: this trade was entered 12 Aug 2026, so anything longer than that is still running.