This week in power × markets

the briefing · 2026-11-11

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.

Microsoft sits at the center of the week's data: it's both the No. 2 most-traded name in Congress year to date and a convergence ticker carrying federal contract and insider-trade signals. Elsewhere, a batch of Form 4s filed November 10 shows nine-figure open-market selling.

• $MSFT shows 20 members of Congress and 1 executive-branch filer trading (51 buys / 41 sells), with signals from Federal Contract and Insider Trades; in the House-and-Senate-only year-to-date ranking it's #2 with 18 members of Congress (27 buys / 27 sells) and 10 committee overlaps — members trading a sector their committee oversees. $AAPL ranks #1 with 20 members of Congress (17 buys / 17 sells, 7 committee overlaps), and $NVDA #3 with 15 members (13 buys / 21 sells, 3 overlaps).
• Federal-contract-adjacent names cluster on the convergence list: $ACN with 9 members of Congress and 1 executive-branch filer (11 buys / 12 sells), $BA with 7 members of Congress and 1 executive-branch filer (13 buys / 12 sells, plus a USTR signal), $T with 5 and 1 (21 buys / 13 sells), and $BAH with 1 and 1 (3 buys / 4 sells). Market-structure tickers also appear: $CME and $ICE each carry CFTC signals, $BLK an SEC signal.
• Two notable filings: a Spouse-owned SELL of $AAPL disclosed by Nancy Pelosi (House) in the $5M–$25M range, and a Spouse-owned BUY of $AESI disclosed by Chip Roy (House), also $5M–$25M. Both are disclosed ranges, not point figures.
• Form 4s filed 2026-11-10 report 20 open-market sales of $RCL totaling roughly $159.1M by Wilhelmsen Arne Alexander, one $CRBG sale near $110.0M by Argon Holdco LLC, and 23 $MSI sales near $72.0M involving Chairman and CEO Gregory Q. Brown and EVP/COO John P. Molloy, among others — all shares × reported price from filings we parsed, unverified. The lone large purchase in the batch: about $24.5M of $NFRX by Harrison Street Real Assets Fund LLC.

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