Putting It Together
Two distinct groups are putting new money into VST in the open market, and they are doing it around different price zones:
- CEO James Burke is buying at \~$135 (late August / early September 2026) under no Rule 10b5-1 plan, with cash, as the only insider bidder in the window.
- Nancy Pelosi disclosed two consecutive January-end purchases of VST in 2025 and 2026, each ranging up to the mid-six-figures to low-seven-figures bracket.
The earlier June 2026 insider sales at $147–$170 by directors and a CAO are the natural contrast — the people exiting did so meaningfully above where the CEO is now adding.
|Date|Buyer (role)|Shares|Price|Value|Shares owned after|
|:-|:-|:-|:-|:-|:-|
|2026-08-24|BURKE JAMES A (President and CEO)|2,000|$135.00|$270,000.00|1,139,687|
|2026-08-31|BURKE JAMES A (President and CEO)|2,200|$135.99|$299,178.00|1,141,887|
|2026-09-01|BURKE JAMES A (President and CEO)|4,465|$135.25|$603,891.25|1,146,352|
Burke is buying with his own cash on the open market, not under a Rule 10b5-1 plan (isRule10b5One: false on all three), in the $135 area — well below the 52-week closing range shown on the card. The next piece of context: every other recent insider transaction at VST is a director or officer sale (Helm, Sult, Acosta, Barbas, Montemayor) executed at $147–$170 between May and June 2026, and several were under 10b5-1 plans. The price action since then has pulled VST down from those sale prints into the mid-$130s, where the CEO is now adding.
For broader market context, Vistra does not appear on the platform's trailing-60-day market-wide top-buy list — the largest open-market insider accumulation right now is at JEF (Sumitomo Mitsui), RSG (Cascade), MAIR (Bertarelli) and MPLT (Catalyst4). VST's signal is being driven entirely by one person.
Congressional Trades in VST
The most interesting open-market purchases from members of Congress over the last several disclosure cycles:
|Member|Type|Disclosed range|Transaction date|
|:-|:-|:-|:-|
|Nancy Pelosi (House)|Purchase|$100,001 – $250,000|2026-01-16|
|Nancy Pelosi (House)|Purchase|$500,001 – $1,000,000|2025-01-14|
|Julia Letlow (House)|Purchase|$1,001 – $15,000|2026-02-17|
|Jefferson Shreve (House)|Purchase|$15,001 – $50,000|2025-03-05|
|Julie Johnson (House)|Purchase|$1,001 – $15,000|2025-02-12|
|Lisa McClain (House)|Purchase|$1,001 – $15,000|2025-06-17|
The standout is the back-to-back Pelosi purchases — the larger one in January 2025 ($500K–$1M) and a follow-on in January 2026 ($100K–$250K), both at undisclosed exact prices. Pelosis disclosed ranges are 30–60× the size of the other members' disclosed purchases in this list, making her the dominant political-side buyer. Lisa McClain has also been an active trader in the name, but on smaller size and with both buys and sells interspersed in late October 2025.