This week in power × markets

the briefing · 2026-10-31

Senate coverage paused. Senate trade data shown here is as of Oct 22, 2026, 10:40 AM ET and is not being updated. The Senate's public disclosure site is not currently available to our automated systems, and we are not working around that. House and executive-branch (OGE) filings are unaffected and still update normally. For the latest Senate filings, see the official source: efdsearch.senate.gov.

Senate rows: as of Oct 22, 2026, 10:40 AM ET. New Senate filings since then are not reflected.

Energy and defense names where Washington is actively doing something — $CVX, $BA, $GD, $LMT — are also the names showing up in disclosed trades, while Big Tech remains the default holding on Capitol Hill.

• $CVX leads the convergence list: 10 members of Congress and 1 executive-branch filer traded it (20 buys / 15 sells) against 8-K and Executive Action signals, and $BA drew 7 members of Congress and 1 executive-branch filer (13 buys / 12 sells) alongside Federal Contract and USTR signals. $GD (4 members of Congress and 1 executive-branch filer, 5 buys / 5 sells) and $LMT (3 and 1, 2 buys / 3 sells) pair with Federal Contract signals; $ICE and $CME trading overlaps with CFTC signals.
• Two outsized individual rows: a Pelosi household filing lists owner Spouse selling $AAPL at a disclosed range of $5M–$25M, and a Chip Roy filing lists owner Spouse buying $AESI, also $5M–$25M.
• The year-to-date congressional leaderboard (House and Senate only, ranked by distinct filers) runs $AAPL — 20 members of Congress, 17 buys / 17 sells, 7 committee-sector overlaps — then $MSFT (18 members, 27 buys / 27 sells, 10 overlaps) and $NVDA (14 members, 12 buys / 20 sells, 3 overlaps). $GOOGL, at 12 members and 10 buys / 18 sells, carries 8 committee-sector overlaps.
• On the corporate side, Form 4s filed 2026-10-30 show six open-market $HLT sales totaling roughly $53.4M and eight $DDOG sales by CTO Alexis Le-Quoc at about $11.9M (shares × reported price, unverified), while Healy James reported four open-market $RAPP purchases around $20.4M and Nippon Life Insurance reported an $8.7M $CRBG buy.

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