This week in power × markets

the briefing · 2026-11-06

Senate filings are collected manually each week from efdsearch.senate.gov. Latest retrieval: Nov 5, 2026, 3:11 AM ET. Filings made since then may not appear yet.

Government contractors are where the paperwork piles up: $ACN, $BA and $GD all carry federal-contract signals alongside disclosed congressional and executive-branch trading, while the year-to-date congressional favorites remain plain old megacap tech.

• $ACN leads the convergence list with 9 members of Congress and 1 executive-branch filer trading it (11 buys / 12 sells) against Federal Contract and Insider Trades signals; $BA shows 7 members of Congress and 1 executive-branch filer (13 buys / 12 sells) with Federal Contract and USTR signals, and $GD shows 4 members of Congress and 1 executive-branch filer (5 buys / 5 sells). $CME and $ICE each pair CFTC signals with trading — $ICE by 3 members of Congress and 1 executive-branch filer (9 buys / 8 sells).
• The two headline disclosures are both Spouse-owner rows: Nancy Pelosi (House, owner Spouse) disclosed a SELL of $AAPL in the $5M–$25M range, and Chip Roy (House, owner Spouse) disclosed a BUY of $AESI in the $5M–$25M range. Disclosed figures are ranges, not point totals.
• Year to date, the most-traded names in the House and Senate are $AAPL (20 members of Congress, 17 buys / 17 sells, 7 committee overlaps — members trading a sector their committee oversees), $MSFT (18 members, 27 buys / 27 sells, 10 committee overlaps) and $NVDA (15 members, 13 buys / 21 sells, 3 committee overlaps). Consensus rows add $GOOGL at 12 members with 8 committee overlaps and $META at 11 members with 5.
• On the corporate side, Form 4s filed 2026-11-05 that we parsed include 9 open-market sales of $ILMN tied to Meister Keith A. at roughly $65.4M, 16 $IDXX sales at about $26.0M, and a reported $SPPL figure of roughly $67.2B across 3 sales — all shares × reported price from filings, unverified.

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