This week in power × markets

the briefing · 2026-11-02

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 making policy also show up in disclosed trades: $CVX drew 10 members of Congress and 1 executive-branch filer against 8-K and Executive Action signals, while $BA drew 7 members of Congress and 1 executive-branch filer alongside federal contract and USTR activity. Big Tech, meanwhile, remains the default holding of the disclosed trades we have ingested.

• $CVX leads the convergence list: 10 members of Congress and 1 executive-branch filer logged 20 buys and 15 sells on a ticker carrying 8-K and Executive Action signals; $BA follows with 7 members of Congress and 1 executive-branch filer (13 buys / 12 sells) against Federal Contract and USTR signals, and $BAH shows 1 member of Congress and 1 executive-branch filer (3 buys / 4 sells) on a Federal Contract signal.
• Market-structure and crypto tickers overlap with their own regulators: $COIN shows 2 members of Congress and 1 executive-branch filer (10 buys / 11 sells) with CFTC and SEC signals, $ICE shows 3 members of Congress and 1 executive-branch filer (9 buys / 8 sells) with CFTC signals, and $BLK shows 3 members of Congress and 1 executive-branch filer (8 buys / 5 sells) with an SEC signal.
• Year to date in the House and Senate, $AAPL ranks #1 with 20 members of Congress trading (17 buys / 17 sells) and 7 committee-sector overlaps, $MSFT #2 with 18 members (27 buys / 27 sells) and 10 committee-sector overlaps, and $NVDA #3 with 14 members (12 buys / 20 sells) and 3 overlaps; $GOOGL, at 12 members, carries 8 committee-sector overlaps of its own.
• Two outsized single filings: a Spouse-owned $AAPL sale of $5M–$25M disclosed by Nancy Pelosi (House), and a Spouse-owned $AESI buy of $5M–$25M disclosed by Chip Roy (House). On the corporate side, Form 4s filed 2026-10-30 show six open-market $HLT sales totaling roughly $53.4M by Jacobs Kevin J and four $BROS sales totaling roughly $20.5M by Executive Chairman Travis Boersma (shares × reported price, unverified), against four open-market $RAPP purchases of about $20.4M by Healy James.

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