This week in power × markets

the briefing · 2026-07-11

Congressional trading kept bumping into Washington's own machinery this week, with lawmakers active in $BA, $LMT, $ICE and $COIN even as those tickers drew federal contracts, executive actions and regulatory signals — while corporate insiders dumped roughly $300M of a single stock in one day.

• Seven members traded Boeing ($BA) as the defense contractor sat under both Federal Contract and USTR signals, and three traded Lockheed Martin ($LMT) amid an Executive Action and a Federal Contract — a tidy congressional overlap with the government agencies writing the checks.
• Crypto plumbing drew a crowd: four members traded Intercontinental Exchange ($ICE) alongside CFTC and SEC signals, and three traded Coinbase ($COIN) as it faced an 8-K plus CFTC and SEC activity — a committee-sector overlap for anyone on the panels overseeing exchanges and digital assets.
• On the consensus board, $MSFT led with 18 members (41 buys/28 sells) and six committee-sector overlaps, followed by $AAPL's 19 members — where Nancy Pelosi disclosed a SELL of Apple ($AAPL) worth $5M–$25M, and Chip Roy disclosed a BUY of Atlas Energy ($AESI) in the same range.
• Insiders headed for the exits en masse: Insight Holdings sold ~$299.9M of $HNGE in 48 open-market sales, CoreWeave CEO Michael Intrator sold ~$60.1M of $CRWV, and Lightspeed sold ~$56.3M of $NTSK — all dated the same July 9 — while GlobalHarvest went the other way, buying ~$31.6M of $AVO.

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