This week in power × markets

the briefing · 2026-07-24

Congressional portfolios keep drifting toward the very sectors their committees oversee, with financial-market plumbing stocks drawing crowds of members just as their regulators circle — nowhere more so than $GS, where nine members traded a stock currently pinged by the CFTC, FTC, and SEC.

• $GS leads the convergence board: nine members traded Goldman Sachs while it drew signals from three separate regulators (CFTC, FTC, SEC); $MS (five members) hit the same regulatory trifecta, and $BA (eight members trading) overlaps with both Executive Action and a Federal Contract.
• On the consensus side, $MSFT drew 20 members (43 buys/29 sells) with seven flagged as committee-sector overlaps, and $PG matched that seven-overlap count among its 10 traders — members trading sectors their committees oversee, exactly as described.
• Big-ticket individual filings: Nancy Pelosi disclosed a SELL of $AAPL ($5M–$25M), Chip Roy a BUY of $AESI ($5M–$25M), and Jefferson Shreve a SELL of $RILA ($5M–$25M).
• In the C-suite, insiders headed for the exits: $SNEX saw ~$48.8M in open-market sales across 10 filers including CFO William Dunaway, and $CRWV CEO Michael Intrator was among 20 sellers unloading ~$46.6M — while $COE CEO Jack Huang bucked the trend, buying into ~$21M of purchases.

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