This week in power × markets

the briefing · 2026-09-27

Defense contractors dominate the overlap between congressional trading and federal action this cycle, with $LMT, $BA, $GD and $T all drawing both member trades and fresh contract or executive-action signals — while Big Tech remains the bipartisan house favorite.

• The convergence list reads like a Pentagon vendor roster: $LMT (5 members trading, flagged on both Executive Action and Federal Contract), $BA and $T (9 members each, Federal Contract), and $GD (6 members, Federal Contract plus Insider Trades). IT services firms $CTSH (4 members) and $EPAM (2 members) each carry an Executive Action signal, and $DELL (4 members) pairs contract activity with insider trades.
• $COIN shows four members trading against simultaneous CFTC and SEC signals — the rare ticker where two market regulators and four congressional filers land on the same line of a spreadsheet.
• Consensus names come with committee-sector overlap, meaning members traded sectors their committees oversee: $MSFT (25 members, 58 buys/41 sells, 12 overlaps), $AAPL (27 members, 34b/28s, 10 overlaps), $GOOGL (16 members, 12b/23s, 9 overlaps), and $ABT (13 members, 16b/30s, 4 overlaps). Nancy Pelosi disclosed an $AAPL sale of $5M–$25M; Chip Roy disclosed an $AESI buy in the same $5M–$25M band.
• On the insider tape, Henry Samueli logged 26 open-market sales of $AVGO worth roughly $499.1M, while Berkshire Hathaway went the other way with 27 open-market purchases of $LEN totaling about $409.1M. CrowdStrike CFO Burt Podbere sold roughly $251.0M of $CRWD across 16 transactions, all dated 2026-09-25.

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