This week in power × markets

the briefing · 2026-09-14

Congress keeps circling the tickers its committees oversee, but the loudest number this week is corporate: Silver Lake dumped roughly $399M of $DELL in open-market sales the same day four members were trading the stock.

• $DELL drew a convergence trifecta — four members trading, plus Federal Contract and Insider Trades signals — as Silver Lake affiliates (Sl Spv-2, L.P.; Silver Lake Partners IV) disclosed ~210 open-market sales totaling roughly $399,104,864 on 2026-09-11.
• $MSFT remains the chamber's favorite, with 22 members logging 52 buys and 37 sells and 10 committee-sector overlaps; $AAPL matches the 22-member count (30b/23s, 8 overlaps), with Nancy Pelosi disclosing an AAPL sale of $5M–$25M and $PG showing the densest overlap at 9.
• Defense-adjacent $LMT saw five members trading against a backdrop of both Executive Action and Federal Contract signals, while $T topped the participation chart at nine members trading alongside a Federal Contract signal.
• On the individual ledger, Chip Roy disclosed an AESI buy of $5M–$25M and Jefferson Shreve a RILA sale of $5M–$25M; elsewhere, Carlyle's David Rubenstein sold ~$34.2M of $CG and Conifer Management bucked the selling trend with ~$47.3M in $GPI open-market purchases.

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