What SpaceX’s Empty Insider Filing Record Says About Lock-Up Expiries

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On Wednesday I wrote that of the shares coming off the SpaceX lock-up that week, only the affiliates' tranche would leave a record — and that it was therefore the only part where "did they sell" is a question with a documented answer.

So I went and read the answer.

The answer is nothing

The affiliates' tranche released on Thursday 10 September. Here is what SpaceX's filing history on EDGAR shows, re-checked this morning:

Form What it records Filed Form 3 Initial statement of beneficial ownership 10 — nine dated 11 June 2026, one dated 18 June Form 4 Changes in beneficial ownership 1, in total — filed 17 June 2026 by the founder, reporting a period of 2 February 2026Form 144 Notice of proposed sale none

The most recent filing of any kind in this company's own filing history is dated 14 August 2026. (Individual insiders have...

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