This week in power × markets

the briefing · 2026-09-19

Where Congress trades, Washington acts: nine House members traded Boeing ($BA) even as it drew both executive action and a federal contract — one of several tickers where lawmaker portfolios overlap neatly with the government's own moves.

• $BA saw the deepest congressional interest, with 9 members trading amid an executive action and a federal contract; defense peer $LMT drew 5 members against the same combination, and $T attracted 9 members trading alongside a federal contract signal.
• On the consensus board, $MSFT led with 22 members trading (54 buys/40 sells) and 11 committee-sector overlaps — members trading a sector their committee oversees — while $AAPL logged 23 members and 9 such overlaps and $PG racked up 10 overlaps across 12 members.
• Notable individual filings: Nancy Pelosi disclosed a SELL of $AAPL worth $5M–$25M, Chip Roy disclosed a BUY of $AESI at $5M–$25M, and Jefferson Shreve disclosed a SELL of $RILA at $5M–$25M.
• Insiders headed for the exits on 2026-09-18: two sales of $IHT totaled roughly $723M (EVP Marc E. Berg), Silver Lake unloaded ~$430M of $DELL across 210 filings, and Adobe chair/CEO Shantanu Narayen was among sellers dumping ~$61M of $ADBE — while Nippon Life leaned in with a ~$22M open-market buy of $CRBG.

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