CMI

Ticker

CMI

Congressional Trades

by 7 members

Ticker Intelligence Brief

Who in Congress traded CMI, when, and what happened after?

A ticker-first view for retail/data users: latest disclosure, largest range, disclosure lag, party flow, contracts, lobbying, and source-linked receipts.

Latest receipt

Jared Moskowitz

SELL · 2026-03-31

Largest range

$50K – $100K

Ro Khanna

Slowest filing

51d

Lisa McClain

Best vs SPY

99.6%

Ro Khanna

Buys

56%

Sells

44%

Total Volume

$316K

midpoint

Unique Traders

members

Party Breakdown

Democrats11 · 44%

Republicans14 · 56%

Party Trading Divergence

Democrat vs. Republican buy / sell pressure by monthMODERATE

Bar length = total trades. Color = net sentiment — green = net buying, red = net selling. Months with no activity hidden.

Democrat ←

Month

→ Republican

1▲

Sep '23

—

2▲

Jun '24

—

1▲1▼

Aug '24

—

Sep '24

0▲1▼

1▲

Nov '24

—

Mar '25

1▲

—

Apr '25

0▲2▼

—

Jun '25

2▲

—

Oct '25

2▲4▼

2▲1▼

Feb '26

2▲

0▲2▼

Mar '26

—

Democrats7▲4▼Net buyers

Republicans7▲7▼Neutral

Net buyingNet selling⚡ Party split

🏛️ Federal Contracts

all →

2026-06-05$9K
Department of Justice
SST-P3-CUMMINS-ANNUAL GEN PM BATTERIES-APR26
2026-06-03$15K
Department of Justice
TITLE: RECURRING CUMMINS ALLISON PMIA POP DATES: 06/15/2026 TO 06/14/2027
2026-06-01$12K
Department of Homeland Security
PURCHASE OF MULTIPLE PARTS FOR THE CUMMINS DIESEL ENGINE AND ENGINE PARTS CONTRACT.
2026-05-22$58K
Department of Justice
ENGINE FOR BUS 225
2026-05-19$76K
Department of Homeland Security
PURCHASE OF MULTIPLE CLIN'S FOR CUMMINS DIESEL ENGINES AND ENGINE PARTS CONTRACT.
2026-05-11$24K
Department of the Interior
SERVICE, BACKUP GENERATOR PREVENTIVE MAINTENANCE SERVICES AND INSPECTIONS, CAVE
2026-05-05$5K
Department of Commerce
BUF WFO EMERGENCY POWER GENERATOR REPAIRS AT WFO LOCATED IN BUFFALO, NY.
2026-05-05$4K
Department of Justice
FY26 P1 CUMMINS GENERATOR 2 RELAY APR 26
2026-04-29$26K
Smithsonian Institution
MAJOR MAINTENANCE IN CTPA ANCON GENERATOR, STRI
2026-04-23$8K
Department of Commerce
NWR EMERGENCY POWER GENERATOR REPAIRS AT THE HENDERSON, NC NOAA WEATHER RADIO (NWR) TRANSMITTER SITE.

💼 Lobbying Filings

all →

2026-04-20$690K
CUMMINS INC
Surface Transportation Reauthorization-No Bill; Commercial vehicle emissions regulations- No Bill; Commercial vehicle fuel efficiency regulations- No Bill; Right to Repair-H.R. 1566; Cold Weather Diesel Reliability Act of 2025-S. 3135 and H.R. 6250; CRISI Grants-Infrastructure Investment and Jobs Act Implementation - No Bill Surface Transportation Reauthorization-No Bill; Commercial vehicle emissions regulations- No Bill; Commercial vehicle fuel efficiency regulations- No Bill; Right to Repair-H.R. 1566; Cold Weather Diesel Reliability Act of 2025-S. 3135 and H.R. 6250; Permitting Reform-H.R. 4776, CRISI Grants-Infrastructure Investment and Jobs Act Implementation - No Bill IRA Grant Support-No Bill; Permitting Reform-H.R. 4776; Commercial vehicle fuel efficiency regulations- No Bill; Battery storage policy- No Bill IEEPA Tariffs -No Bill; 301 Tariffs- No Bill; 232 Tariffs- No Bill; USMCA renegotiation-No Bill Immigration reform- No Bill FY2026 Energy and Water Appropriations
2026-04-20$20K
CUMMINS INC.
Public Law 119-75, Consolidated Appropriations Act, 2026, Division A - Department of Defense Appropriations Act, 2026, Advanced Medium Mobile Power Sources (AMMPS), Advanced Combat Engine (ACE); and Large Tactical Power Systems (LTPS) Department of Defense Appropriations Act, 2027, Advanced Medium Mobile Power Sources (AMMPS) and Large Tactical Power Systems (LTPS) National Defense Authorization Act for Fiscal Year 2027, Advanced Medium Mobile Power Sources (AMMPS) and Large Tactical Power Systems (LTPS) Public Law 119-75, Consolidated Appropriations Act, 2026, Division A - Department of Defense Appropriations Act, 2026, Advanced Medium Mobile Power Sources (AMMPS), Advanced Combat Engine (ACE); and Large Tactical Power Systems (LTPS) Department of Defense Appropriations Act, 2027, Advanced Medium Mobile Power Sources (AMMPS) and Large Tactical Power Systems (LTPS) National Defense Authorization Act for Fiscal Year 2027, Advanced Medium Mobile Power Sources (AMMPS) and Large Tactical
2026-04-19$80K
CUMMINS INC.
Monitor the implementation of P.L. 119-21, the One Big Beautiful Bill Act. Discuss Right to Repair and the implementation of P.L. 119-21, the One Big Beautiful Bill Act. Monitor electric vehicle and battery legislation. Monitor issues related to clean energy and energy tax credits. Monitor and discuss appropriations related to the Department of Energy for FY26/FY27; advocate for FY27 appropriations goals. Monitor international trade proposals; monitor tariffs on Canada, Mexico, and China; and Section 232 investigation on medium- and heavy-duty truck imports. Discuss the implementation of P.L. 119-21, the One Big Beautiful Bill Act; Monitor rulemaking surrounding greenhouse gas emissions; monitor rulemaking surrounding the U.S. Environmental Protection Agency's (EPA) rule on nitrogen oxide emissions (NOx). Monitor issues related to artificial intelligence.
2026-04-15$20K
CUMMINS INC.
Tariff policy and actions; battery policy; supply chain resilience
2026-01-20$437K
CUMMINS INC
Surface Transportation Reauthorization-No Bill; Commercial vehicle emissions regulations- No Bill; Commercial vehicle fuel efficiency regulations- No Bill Surface Transportation Reauthorization-No Bill; Commercial vehicle emissions regulations- No Bill; Commercial vehicle fuel efficiency regulations- No Bill IRA Grant Support-No Bill; Commercial vehicle fuel efficiency regulations- No Bill; One Big Beautiful Bill Act- H.R. 1, Public Law No: 119-21; Battery policy- No Bill IEEPA Tariffs -No Bill; 301 Tariffs- No Bill; 232 Tariffs- No Bill; USMCA renegotiation-No Bill Immigration reform- No Bill Department of Defense Appropriations Act, 2026- H.R.4016 & S.2572; Energy and Water Development and Related Agencies Appropriations Act, 2026-H.R.6938 & S.3293 National Defense Authorization Act for Fiscal Year 2026- H.R. 3838 & S.1071
2026-01-20$20K
CUMMINS INC.
Tariff policy and actions; battery policy; supply chain resilience
2026-01-19$50K
CUMMINS INC.
H.R.4016/S.2572, Department of Defense Appropriations Act, FY2026, Advanced Medium Mobile Power Sources (AMMPS), Advanced Combat Engine (ACE); and Large Tactical Power Systems (LTPS) Public Law 119-60, National Defense Authorization Act for Fiscal Year 2026, Advanced Medium Mobile Power Sources (AMMPS), Advanced Combat Engine (ACE); and Large Tactical Power Systems (LTPS) H.R.4016/S.2572, Department of Defense Appropriations Act, FY2026, Advanced Medium Mobile Power Sources (AMMPS), Advanced Combat Engine (ACE); and Large Tactical Power Systems (LTPS) Public Law 119-60, National Defense Authorization Act for Fiscal Year 2026, Advanced Medium Mobile Power Sources (AMMPS), Advanced Combat Engine (ACE); and Large Tactical Power Systems (LTPS) Monitor Marine Diesel Engine Propulsion issues
2026-01-17$80K
CUMMINS INC.
Monitor the implementation of P.L. 119-21, the One Big Beautiful Bill Act. Discuss the implementation of P.L. 119-21, the One Big Beautiful Bill Act. Monitor electric vehicle and battery legislation. Monitor issues related to clean energy and energy tax credits. Monitor and discuss appropriations related to the Department of Energy for FY26/FY27. Monitor international trade proposals; monitor tariffs on Canada, Mexico, and China; and Section 232 investigation on medium- and heavy-duty truck imports. Discuss the implementation of P.L. 119-21, the One Big Beautiful Bill Act; Monitor rulemaking surrounding greenhouse gas emissions; monitor rulemaking surrounding the U.S. Environmental Protection Agency's (EPA) rule on nitrogen oxide emissions (NOx). Monitor issues related to artificial intelligence.
2025-10-23$20K
CUMMINS INC.
Tariff policy and actions; battery policy; supply chain resilience
2025-10-20$544K
CUMMINS INC
IEEPA Tariffs -No Bill; 301 Tariffs- No Bill; 232 Tariffs- No Bill; USMCA renegotiation-No Bill Department of Defense Appropriations Act FY2026 - H.R. 4016; S.2572; National Defense Authorization Act for Fiscal Year 2026-H.R.3838; S. 2296 Immigration reform- No Bill; H1B visas- No Bill Surface Transportation Reauthorization-No Bill; Commercial vehicle emissions regulations- No Bill; Commercial vehicle fuel efficiency regulations- No Bill; One Big Beautiful Bill Act- H.R. 1, Public Law No: 119-21 Surface Transportation Reauthorization-No Bill; Commercial vehicle emissions regulations- No Bill; Commercial vehicle fuel efficiency regulations- No Bill; One Big Beautiful Bill Act- H.R. 1, Public Law No: 119-21; Energy and Water Development and Related Agencies Appropriations Act FY2026 - H.R.4553 Grant Support-No Bill; Commercial vehicle fuel efficiency regulations- No Bill; One Big Beautiful Bill Act- H.R. 1, Public Law No: 119-21 One Big Beautiful Bill Act- H.R. 1, Public Law

Congressional Momentum

buy vs. sell pressureDISTRIBUTING

Score 0–100: above 50 = net buying pressure, below 50 = net selling. Signal based on last 90 days.

Last 30 Days

No trades

Last 90 Days

▼0

0 buys2 total2 sells

$0 buys · $16K sells

All-Time

–51

14 buys25 total11 sells

$161K buys · $155K sells

Cumulative Net Position (buy vol − sell vol)

+$6K

2023-0925 trades plotted2026-03

Best Timers

avg excess return vs SPY · CMI trades only7 members w/ alpha data

Excess return = stock price change minus SPY change over the same holding window.Congress avg: +47.1%· 100% of traders beat SPY on this name

Top Alpha Generators

D:3R:4House:7

underperformed SPY|beat SPY

1st

John James

+82.7%

1×

2nd

Bruce Westerman

+76.2%

2×

3rd

Ro Khanna

+75.9%

5×

4th

Lisa McClain

+51.2%

4×

5th

Jared Moskowitz

+28.7%

3×

6th

Josh Gottheimer

+13.3%

1×

7th

Julia Letlow

+1.9%

1×

Worst Timers

bottom 5 by avg excess return

underperformed SPY|beat SPY

Julia Letlow

+1.9%

1×

Josh Gottheimer

+13.3%

1×

Jared Moskowitz

+28.7%

3×

Lisa McClain

+51.2%

4×

Ro Khanna

+75.9%

5×

Worst single trade: Julia Letlow (1.9%)Best single trade: Ro Khanna (+99.6%)

Timing Fingerprint

filing delay vs. excess return over SPY · 17 tradesCongress avg +54.2% vs SPY

Each dot = one disclosed trade. X-axis = days between trade and STOCK Act filing.Y-axis = return above (or below) SPY over the subsequent holding window. Upper-right = late filers who beat the market.

100% of trades beat SPYavg excess +54.2%avg delay 27d9 buys8 sellsBuySellOther· dot size ∝ trade size

Congress Swarm Events

synchronized trading — 3+ members within 21 daysSUSPICIOUS

A swarm event occurs when 3 or more members disclose trades in CMI within a rolling 21-day window. Tight windows with high directional consensus score highest on the suspicion meter.

🔴 #1▲ BUY3 members · same day

Window

2026-02-04 → 2026-02-05

▲ 4 buys▼ 1 sell$40K vol

Consensus

80%

RJulia Letlow2026-02-042×

DJosh Gottheimer2026-02-052×

DRo Khanna2026-02-05

1 swarm event detectedmax members in single event: 3highest suspicion score: 7421-day rolling window · top 6 by score

Trade Activity Timeline

Congressional buys & sells by month · last 11 months w/ activity

23/09

24/06

24/08

24/09

24/11

25/03

25/04

25/06

25/10

26/02

26/03

BuysSellsOtherHigh-volume month

Who Moved First

each row = one member · sorted by earliest disclosed trade

6 buyers ·5 sellers

BuySellOtherDot size ∝ trade size · top 7 most-active traders shown

Seasonal Rhythm

Congress buy/sell pressure by month & year

Each cell = one calendar month. Green = net Congress buying, red = net selling. Intensity ∝ consensus strength. Hover for details.

Net buyingNet sellingNo trades · number = trade count

Peak buy month: Feb · Peak sell month: Oct

Congressional Conviction Timeline

net positioning · alpha track recordBULLISH

14 buys11 sellscumulative α +536.0%11mo tracked

Monthly Net Flow (Buys − Sells)

Cumulative Excess Return on Congressional Buys vs SPY

All Disclosed Trades

Date	Member	Action	Amount	Filing Delay	Receipt
2026-03-31	DJared Moskowitz	SELL	$1K – $15K	31d	receipt →
2026-03-31	DJared Moskowitz	SELL	$1K – $15K	30d	receipt →
2026-02-05	DJosh Gottheimer	BUY	$1K – $15K	40d	receipt →
2026-02-05	DJosh Gottheimer	BUY	$1K – $15K	39d	receipt →
2026-02-04	RJulia Letlow	BUY	$1K – $15K	37d	receipt →
2026-02-04	RJulia Letlow	BUY	$1K – $15K	36d	receipt →
2026-02-05	DRo Khanna	SELL	$1K – $15K	32d	receipt →
2025-10-31	RLisa McClain	SELL	$1K – $15K	24d	receipt →
2025-10-30	RLisa McClain	SELL	$1K – $15K	25d	receipt →
2025-10-30	RLisa McClain	BUY	$1K – $15K	25d	receipt →
2025-10-31	RLisa McClain	SELL	$1K – $15K	21d	receipt →
2025-10-30	RLisa McClain	BUY	$1K – $15K	22d	receipt →
2025-10-30	RLisa McClain	SELL	$1K – $15K	22d	receipt →
2025-06-24	RLisa McClain	BUY	$1K – $15K	51d	receipt →
2025-06-24	RLisa McClain	BUY	$1K – $15K	50d	receipt →
2025-04-21	RBruce Westerman	SELL	$1K – $15K	22d	receipt →
2025-04-21	RBruce Westerman	SELL	$1K – $15K	21d	receipt →
2025-03-03	RBruce Westerman	BUY	$1K – $15K	44d	receipt →
2024-11-08	DJared Moskowitz	BUY	$1K – $15K	31d	receipt →
2024-09-04	RJohn James	SELL	$1K – $15K	2d	receipt →
2024-08-20	DRo Khanna	SELL	$50K – $100K	17d	receipt →
2024-08-02	DRo Khanna	BUY	$1K – $15K	35d	receipt →
2024-06-24	DRo Khanna	BUY	$15K – $50K	14d	receipt →
2024-06-20	DRo Khanna	BUY	$15K – $50K	18d	receipt →
2023-09-27	DJared Moskowitz	BUY	$1K – $15K	3d	receipt →