This week in power × markets

the briefing · 2026-11-04

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.

Boeing leads the week's convergence list: seven members of Congress and one executive-branch filer disclosed trades in $BA while federal contract and USTR signals landed on the same ticker. Elsewhere, Big Tech remains the chamber's default holding, and corporate insiders dumped nine figures of stock in a single Form 4 batch.

• $BA drew disclosed trades from 7 members of Congress and 1 executive-branch filer (13 buys / 12 sells) alongside Federal Contract and USTR signals; $ICE saw 3 members of Congress and 1 executive-branch filer (9 buys / 8 sells) with CFTC signals, $BLK 3 members of Congress and 1 executive-branch filer (8 buys / 5 sells) with SEC signals, and $LMT 3 members of Congress and 1 executive-branch filer (2 buys / 3 sells) with DOJ and Federal Contract signals.
• Year to date, $AAPL tops the House-and-Senate ranking with 20 members of Congress trading (17 buys / 17 sells) and 7 committee-sector overlaps, followed by $MSFT at 18 members (27 buys / 27 sells, 10 committee-sector overlaps) and $NVDA at 14 members (12 buys / 20 sells, 3 overlaps). $GOOGL carries 8 committee-sector overlaps on 12 filers.
• Two outsized individual rows: a Spouse-owned $AAPL sale of $5M–$25M on Nancy Pelosi's filing, and a Spouse-owned $AESI purchase of $5M–$25M on Chip Roy's.
• On Form 4s filed 2026-11-03, Amphenol President & CEO Richard Adam Norwitt reported an open-market $APH sale totaling roughly $65.9M (shares × reported price, unverified) — $APH also shows 3 members of Congress trading it, all buys, with Insider Trades and USTR signals. Arista's Andreas Bechtolsheim reported seven $ANET sales totaling about $45.4M, and Berkshire Hathaway reported three $SIRI purchases near $26.9M.

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