This week in power × markets

the briefing · 2026-07-10

Congress kept circling the sectors it watches, with defense giant $LMT drawing three member trades atop fresh executive action and federal contract signals — a tidy example of lawmakers trading names their government just moved.

• $LMT saw three members trade alongside an Executive Action and a Federal Contract signal, while aerospace peer $BA drew seven members trading amid Federal Contract and USTR activity — a busy week for the defense-industrial complex on the Hill.
• Crypto and exchange names converged: $COIN had three members trading against 8-K, CFTC, and SEC signals, $ICE three members with CFTC and SEC signals, and $SCHW four members trading amid Insider Trades and an SEC signal.
• On the consensus board, $MSFT led with 18 members (41 buys/28 sells) and six committee-sector overlaps, followed by $AAPL at 19 members — including Nancy Pelosi's disclosed $AAPL sale of $5M–$25M; $IBM logged nine members with two committee-sector overlaps.
• In the executive suites, insiders at Insight Holdings dumped roughly $299.9M of $HNGE, $CRWV CEO Michael Intrator sold ~$60.1M, and $IOT's Sanjit Biswas and John Bicket unloaded ~$34.5M — while Globalharvest Holdings bucked the trend, buying ~$31.6M of $AVO.

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