The State of Insider Trading 2025 is live.
S&P 500*: 18.09%. Top returns in this report’s sample: Meuser 25.9%, Pelosi 25.4%, Greene 24.2%.
Thank you to everyone following @GovStockTracker and sending filings, corrections, and tips throughout the year.
Special thanks to @QuiverQuant, @unusual_whales, and @joinautopilot for making high quality market and congressional trading data accessible and easier to analyze.
Additional thanks to @BeatTheInsider for the support, ideas and for partnering on something new that will be released soon.
*As of December 26.
https://t.co/T3YKmpbuNa
Rep. Richard W. Allen (GA-12) disclosed activity in publicly traded stocks in his latest financial disclosure, filed November 11, 2026. The filing includes one partial stock sale and two U.S. Treasury note purchases.
Stocks Bought
None
Stocks Sold
$SHW (The Sherwin-Williams Company) – Sold (partial) on 10/09/2026
Context
The Sherwin-Williams sale is directly related to Rep. Allen's work on the House Energy and Commerce Committee, given the company's operations in chemical manufacturing, coatings, and industrial products subject to environmental and energy-related regulation.
The filing also reports two U.S. Treasury note purchases of $15,001–$50,000 each, which are excluded from the publicly traded stock transactions above.
Disclaimer
AI-generated analysis. Verify all information manually.
Breaking: Michael Burry digs into Broadcom’s deal with Anthropic and finds a problem
Burry found:
• Broadcom promised Anthropic $161B of computer gear
• Broadcom passed some risk to insurance companies
• This is how companies hide debt as a deal gets bigger
Burry also found $AVGO is lending Anthropic $42B on top of the $161B it’s already owed, so he has no plans to buy Anthropic stock when it IPOs next week
Rep. Gilbert Cisneros (D-CA-31) disclosed purchases and sales of publicly traded stocks in his latest financial disclosure, filed November 10, 2026. The transactions were conducted through the 150 Main Street Trust.
Stocks Bought
$ARE (Alexandria Real Estate Equities, Inc.) – Purchased on 10/20/2026
$LNT (Alliant Energy Corporation) – Purchased on 10/20/2026
$ARGX (argenx SE) – Purchased on 10/14/2026, 10/15/2026, 10/27/2026
$BNS (Bank of Nova Scotia) – Purchased on 10/09/2026
$BBIO (BridgeBio Pharma, Inc.) – Purchased on 10/27/2026, 11/02/2026
$CF (CF Industries Holdings, Inc.) – Purchased on 10/20/2026
$CSCO (Cisco Systems, Inc.) – Purchased on 10/20/2026
$CMS (CMS Energy Corporation) – Purchased on 10/20/2026
$CMCSA (Comcast Corporation) – Purchased on 10/20/2026
$EIX (Edison International) – Purchased on 10/20/2026
$LLY (Eli Lilly and Company) – Purchased on 10/20/2026
$FIS (Fidelity National Information Services, Inc.) – Purchased on 10/20/2026
$FOXA (Fox Corporation) – Purchased on 10/20/2026
$PODD (Insulet Corporation) – Purchased on 10/20/2026
$LITE (Lumentum Holdings Inc.) – Purchased on 10/20/2026
$MTSI (MACOM Technology Solutions Holdings, Inc.) – Purchased on 10/27/2026
$META (Meta Platforms, Inc.) – Purchased on 10/09/2026
$MBGL (Mobility Global Inc.) – Purchased on 10/15/2026
$MRNA (Moderna, Inc.) – Purchased on 10/20/2026
$MRAAF (Murata Manufacturing Co., Ltd.) – Purchased on 10/08/2026
$ON (ON Semiconductor Corporation) – Purchased on 10/14/2026
$NOW (ServiceNow, Inc.) – Purchased on 10/21/2026
$SNEJF (Sony Group Corporation) – Purchased on 10/14/2026
$SARO (StandardAero, Inc.) – Purchased on 10/14/2026
$STRC (Strategy Inc., Series A Preferred Stock) – Purchased on 06/05/2026 (amended transaction)
$COO (The Cooper Companies, Inc.) – Purchased on 10/14/2026
$WFC (Wells Fargo & Company) – Purchased on 10/20/2026
Stocks Sold
$APP (AppLovin Corporation) – Sold (partial) on 10/14/2026; Sold (full) on 10/20/2026
$BNPQF (BNP Paribas SA) – Sold (full) on 10/13/2026
$CMG (Chipotle Mexican Grill, Inc.) – Sold (full) on 10/20/2026
$CIEN (Ciena Corporation) – Sold (full) on 10/21/2026
$CINF (Cincinnati Financial Corporation) – Sold (full) on 10/20/2026
$CTVA (Corteva, Inc.) – Sold (partial) on 10/14/2026
$ENGQF (ENGIE SA) – Sold (full) on 10/13/2026
$HD (The Home Depot, Inc.) – Sold (partial) on 10/06/2026
$ILMN (Illumina, Inc.) – Sold (partial) on 10/27/2026
$LNTH (Lantheus Holdings, Inc.) – Sold (partial) on 10/14/2026; Sold (full) on 10/15/2026
$MICR (Micron Solutions, Inc.) – Sold (partial) on 10/21/2026
$NVDA (NVIDIA Corporation) – Sold (partial) on 10/20/2026
$PTC (PTC Inc.) – Sold (partial) on 10/27/2026
$O (Realty Income Corporation) – Sold (partial) on 10/20/2026
$RVTY (Revvity, Inc.) – Sold (partial) on 10/27/2026
$STRC (Strategy Inc., Series A Preferred Stock) – Sold (full) on 10/15/2026
$TTD (The Trade Desk, Inc.) – Sold (full) on 10/20/2026
$TKO (TKO Group Holdings, Inc.) – Sold (full) on 10/06/2026
$TOELF (Tokyo Electron Limited) – Sold (partial) on 10/23/2026; Sold (full) on 10/30/2026
$UBER (Uber Technologies, Inc.) – Sold (full) on 10/20/2026
$WBD (Warner Bros. Discovery, Inc.) – Sold (full) on 10/07/2026
$CPB (The Campbell's Company) – Sold (full) on 10/20/2026
Context
Several transactions overlap with sectors relevant to Cisneros's committee assignments.
Armed Services: Purchases of SARO, MTSI, CSCO, LITE, ON, and MRAAF involve aerospace, defense-related technology, communications, or electronic components relevant to military procurement.
Intelligence and Special Operations: Transactions involving NVDA, META, and CIEN concern AI, computing, and communications technologies with intelligence applications.
Small Business: FIS, NOW, and PTC operate in business technology and enterprise services relevant to federal contracting.
These transactions overlap with sectors under his committees' jurisdiction, but the disclosure does not establish that they were motivated by committee work.
Disclaimer
AI-generated analysis. Verify all information manually.
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