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The Convergence Report · 2026-08-19 · nonpartisan, sourced, not advice

Cascade Buys $230M of $RSG as Three Members Hold the Same Name

The week's largest single convergence sits on a waste-management ticker. Cascade Investment, L.L.C. disclosed 15 open-market purchases of $RSG (Republic Services) totaling roughly $229,930,519 dated 2026-08-18. Over the same reporting window, three congressional members appear in the trading data for $RSG, and the ticker carries a separate Insider Trades signal. That places member activity, a large institutional accumulation, and Form 4 flow on the same name in the same week.

The scale is what distinguishes it. Cascade's $230M purchase is one of the two largest open-market buys on the tape, standing against a field otherwise dominated by sales. Insider flow this week ran heavily to the sell side — $EQPT (~$341.5M), $CVX (~$127.1M), $WRLD (~$100.0M), $MXL (~$98.8M), $RDDT (~$27.2M) — with buying concentrated in only a handful of names, including $RSG and $MLPT (~$100.1M). A nine-figure open-market purchase into that backdrop is the outlier, and the overlap with three-member trading gives it added context rather than any implication about the members involved.

The $RSG buy also lands the same day $CVX chairman and CEO Michael K. Wirth sold roughly $127,133,722 across four transactions. $CVX itself is a consensus name — 11 members traded it, 20 buys against 11 sells, one committee-sector overlap — making it one of the few widely held tickers where members net bought while the top executive sold. The two signals point in opposite directions on adjacent parts of the tape.

The Signal Lab

Among the pre-registered strategies, Committee Overlap leads at +1.6% versus SPY across 77 positions, followed by Options Tape (+1.39%, 13 positions) and Convergence (+0.82%, 226 positions). Copy Everything sits at +0.76% across 454 positions. The concentrated baskets lag: Big Bets ≥$250K is -7.88% on a single position, and High Conviction ≥60 is -5.25% on two. In the ETF race, NANC returned +1.89% and KRUZ -2.27%, with SPY at +2.15%.

Also on the tape

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