This week in power × markets

the briefing · 2026-11-03

Boeing leads this week's overlap list: seven members of Congress and one executive-branch filer have disclosed trades in $BA even as federal contract and USTR signals hit the same ticker. Elsewhere, the megacaps stay crowded and a $49.9M Form 4 purchase tops the insider tape.

• $BA drew 7 members of Congress and 1 executive-branch filer (13 buys / 12 sells) alongside Federal Contract and USTR signals; other overlaps include $ICE (3 members of Congress and 1 executive-branch filer, 9 buys / 8 sells, CFTC signals), $BLK (3 members of Congress and 1 executive-branch filer, 8 buys / 5 sells, SEC signal), $CME (2 members of Congress and 1 executive-branch filer, CFTC and insider-trade signals), and $BAH (1 member of Congress and 1 executive-branch filer, 3 buys / 4 sells, Federal Contract).
• Year to date, $AAPL tops the Congress-only ranking with 20 members of Congress trading (17 buys / 17 sells) and 7 committee-sector overlaps, followed by $MSFT at 18 members and 10 committee-sector overlaps and $NVDA at 14 members (12 buys / 20 sells). $GOOGL shows 8 committee-sector overlaps across 12 members of Congress — members trading a sector their committee oversees.
• Two outsized disclosures: Nancy Pelosi (House) reported a SELL of $AAPL in the $5M–$25M range, owner coded Spouse, and Chip Roy (House) reported a BUY of $AESI in the $5M–$25M range, also owner Spouse. Disclosed amounts are ranges, not point figures.
• On the Form 4 tape filed 2026-11-02: Lor Inc reported an open-market purchase of $ROL totaling roughly $49.96M, Arch Venture Fund X about $20.0M in $ASPE, and Nippon Life Insurance Co about $8.75M in $CRBG — the same ticker with 8-K and insider-trade signals and 2 disclosed buys by an executive-branch filer. On the sell side, Lauro Emanuele (CEO) and Lauro Filippo (VP) figure in roughly $34.29M of $STNG sales, Evan Greenberg (Chairman & CEO) about $5.0M of $CB, and Martine Rothblatt (Chairperson & CEO) about $4.41M of $UTHR. All totals are shares × reported price from filings we parsed, unverified.

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