This week in power × markets

the briefing · 2026-11-10

Federal contractors dominate this week's overlap board: $ACN, $BA, $GD, $T, $LMT and $BAH all carry federal-contract signals alongside disclosed trades by members of Congress and executive-branch filers — while Big Tech keeps doing the heavy lifting in congressional portfolios.

• $ACN leads the convergence list with 9 members of Congress and 1 executive-branch filer trading (11 buys / 12 sells) against a Federal Contract signal; $BA shows 7 members of Congress and 1 executive-branch filer (13 buys / 12 sells) with both Federal Contract and USTR signals. $GD pairs 4 members of Congress and 1 executive-branch filer (5 buys / 5 sells) with an Insider Trades signal — and separately, Form 4s filed 2026-11-09 report 3 open-market $GD sales by Chairman and CEO Phebe N. Novakovic totaling roughly $15,442,841 (shares × reported price, unverified).
• Year to date, $AAPL ranks #1 with 20 members of Congress trading (17 buys / 17 sells, 7 committee overlaps), followed by $MSFT with 18 members of Congress (27 buys / 27 sells, 10 committee overlaps) and $NVDA with 15 (13 buys / 21 sells, 3 committee overlaps) — members trading sectors their committees oversee.
• The single largest disclosed range on the notable-filings line: a Spouse-owned $AAPL sale of $5M–$25M on Nancy Pelosi's House filing, matched in range by a Spouse-owned $AESI purchase of $5M–$25M on Chip Roy's.
• Elsewhere on Form 4s filed 2026-11-09: 6 open-market $SYK sales reported for Stryker Ronda E at about $178,924,730, one $FIGS sale by CEO Catherine Eva Spear at about $79,672,394, and 13 $ANET sales by Andreas Bechtolsheim at about $42,896,761 — all shares × reported price, unverified.

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