This week in power × markets

the briefing · 2026-07-12

Where Congress trades, Washington's own levers are often pulling the same tickers: seven members traded Boeing while the company sits on federal contracts and USTR trade actions, leading a week thick with committee-sector overlaps and nine-figure insider selling.

• $BA drew trades from 7 members even as it carries a Federal Contract and USTR signal; defense peer $LMT saw 3 members trade against an Executive Action and Federal Contract backdrop — two contractors whose Washington business overlaps directly with the lawmakers holding them.
• Big tech remains the caucus consensus: $AAPL (19 members, 28 buys/15 sells, 3 committee-sector overlaps), $MSFT (18 members, 6 overlaps), and $NVDA (12 members, an even 20 buys/20 sells) top the leaderboard, with Nancy Pelosi disclosing an $AAPL sale of $5M–$25M.
• Crypto and market-plumbing names lit up on both sides: $COIN (3 members) and $ICE (4 members) each overlap with CFTC and SEC signals, while $SCHW drew 4 members alongside Insider Trades and SEC activity.
• Insiders headed for the exits en masse: Insight Holdings logged ~$299.9M in $HNGE open-market sales, CoreWeave CEO Michael Intrator sold ~$60.1M of $CRWV, and Samsara's John Bicket and CEO Sanjit Biswas sold ~$34.5M of $IOT — with Globalharvest Holdings the rare buyer, scooping ~$31.6M of $AVO.

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