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CNM
Ticker

CNM

Congressional Trades
20
by 3 members
Ticker Intelligence Brief

Who in Congress traded CNM, 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
Lisa McClain
SELL · 2025-10-31
Largest range
$15K – $50K
Michael McCaul
Slowest filing
64d
Lisa McClain
Best vs SPY
-1.2%
Michael McCaul
Buys
10
50%
Sells
10
50%
Total Volume
$258K
midpoint
Unique Traders
3
members

Party Breakdown

Democrats4 · 20%
Republicans16 · 80%

Party Trading Divergence

Democrat vs. Republican buy / sell pressure by monthALIGNED

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

Democrat ←
Month
→ Republican
Aug '24
01
Sep '24
1
1
Feb '25
1
Apr '25
Jun '25
22
02
Aug '25
01
Sep '25
3
Oct '25
24
Democrats22Neutral
vs
Republicans88Neutral
Net buyingNet selling⚡ Party split

Congressional Momentum

buy vs. sell pressureNEUTRAL

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
No trades
All-Time
50
10 buys20 total10 sells
$129K buys · $129K sells
Cumulative Net Position (buy vol − sell vol)
+$0
2024-0820 trades plotted2025-10

Best Timers

avg excess return vs SPY · CNM trades only3 members w/ alpha data

Excess return = stock price change minus SPY change over the same holding window.Congress avg: -23.4%· 0% of traders beat SPY on this name

Top Alpha Generators
D:1R:2House:3
underperformed SPY|beat SPY
1st
R
Lisa McClain
-17.6%
6×
2nd
R
Michael McCaul
-20.5%
4×
Worst Timers
bottom 3 by avg excess return
underperformed SPY|beat SPY
R
Michael McCaul
-20.5%
4×
R
Lisa McClain
-17.6%
6×
Worst single trade: Michael McCaul (-35.7%)Best single trade: Michael McCaul (+-1.2%)

Timing Fingerprint

filing delay vs. excess return over SPY · 13 tradesCongress avg -21.9% 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.

LATE + BEAT SPY0 tradesQUICK + BEAT SPY0 tradesQUICK + TRAILEDLATE + TRAILED-40%-20%0%+20%+40%median 22d0d15d30d45d60dLisa McClain (R) · 2025-10-31 · sell · 21d delay · -10.5% vs SPY · $8KLisa McClain (R) · 2025-10-30 · sell · 22d delay · -11.0% vs SPY · $8KLisa McClain (R) · 2025-10-30 · buy · 22d delay · -11.0% vs SPY · $8KMichael McCaul (R) · 2025-09-22 · buy · 18d delay · -9.8% vs SPY · $33KLisa McClain (R) · 2025-09-11 · buy · 41d delay · -9.2% vs SPY · $8KMichael McCaul (R) · 2025-08-21 · sell · 21d delay · -35.4% vs SPY · $8KApril McClain Delaney (D) · 2025-08-11 · sell · 22d delay · -35.0% vs SPY · $33KLisa McClain (R) · 2025-06-17 · sell · 57d delay · -31.0% vs SPY · $8KLisa McClain (R) · 2025-06-11 · buy · 63d delay · -33.0% vs SPY · $8KApril McClain Delaney (D) · 2025-04-07 · buy · 25d delay · -33.2% vs SPY · $8KApril McClain Delaney (D) · 2025-02-08 · buy · 40d delay · -28.1% vs SPY · $8KMichael McCaul (R) · 2024-09-10 · buy · 30d delay · -1.2% vs SPY · $33KMichael McCaul (R) · 2024-08-26 · sell · 21d delay · -35.7% vs SPY · $8KFiling Delay (days)Excess Return vs SPY
0% of trades beat SPYavg excess -21.9%avg delay 31d7 buys6 sellsBuySellOther· dot size ∝ trade size

Trade Activity Timeline

Congressional buys & sells by month · last 8 months w/ activity

24/08
24/09
25/02
25/04
25/06
25/08
25/09
25/10
BuysSellsOtherHigh-volume month

Who Moved First

each row = one member · sorted by earliest disclosed trade
3 buyers ·3 sellers
2025RMichael McCaul4×2024-08-26 · sell · $8K2024-09-10 · buy · $33K2025-08-21 · sell · $8K2025-09-22 · buy · $33KDA. McClain Delaney4×2025-02-08 · buy · $8K2025-04-07 · buy · $8K2025-08-11 · sell · $33K2025-08-11 · sell · $33KRLisa McClain12×2025-06-11 · buy · $8K2025-06-11 · buy · $8K2025-06-17 · sell · $8K2025-06-17 · sell · $8K2025-09-11 · buy · $8K2025-09-11 · buy · $8K2025-10-30 · buy · $8K2025-10-30 · sell · $8K2025-10-30 · sell · $8K2025-10-30 · buy · $8K2025-10-31 · sell · $8K2025-10-31 · sell · $8K
BuySellOtherDot size ∝ trade size · top 3 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.

JanFebMarAprMayJunJulAugSepOctNovDec20252025-01: 0▲ 0▼2025-02: 1▲ 0▼ · $0.0M12025-03: 0▲ 0▼2025-04: 1▲ 0▼ · $0.0M12025-05: 0▲ 0▼2025-06: 2▲ 2▼ · $0.0M42025-07: 0▲ 0▼2025-08: 0▲ 3▼ · $0.1M32025-09: 3▲ 0▼ · $0.0M32025-10: 2▲ 4▼ · $0.0M62025-11: 0▲ 0▼2025-12: 0▲ 0▼20242024-01: 0▲ 0▼2024-02: 0▲ 0▼2024-03: 0▲ 0▼2024-04: 0▲ 0▼2024-05: 0▲ 0▼2024-06: 0▲ 0▼2024-07: 0▲ 0▼2024-08: 0▲ 1▼ · $0.0M12024-09: 1▲ 0▼ · $0.0M12024-10: 0▲ 0▼2024-11: 0▲ 0▼2024-12: 0▲ 0▼
Net buyingNet sellingNo trades · number = trade count
Peak buy month: Sep · Peak sell month: Aug

Congressional Conviction Timeline

net positioning · alpha track recordMIXED
10 buys10 sellscumulative α -125.5%8mo tracked
Monthly Net Flow (Buys − Sells)
+3-302024-08: -1 net (0B / 1S)2024-09: +1 net (1B / 0S)2025-02: +1 net (1B / 0S)2025-04: +1 net (1B / 0S)2025-06: 0 net (2B / 2S)2025-08: -3 net (0B / 3S)2025-09: +3 net (3B / 0S)2025-10: -2 net (2B / 4S)Aug 24Feb 25Jun 25Sep 25
Cumulative Excess Return on Congressional Buys vs SPY
-125.5%0%-125%0%

All Disclosed Trades

DateMemberActionAmountFiling DelayReceipt
2025-10-31RLisa McClainSELL$1K – $15K24dreceipt →
2025-10-30RLisa McClainBUY$1K – $15K25dreceipt →
2025-10-30RLisa McClainSELL$1K – $15K25dreceipt →
2025-10-31RLisa McClainSELL$1K – $15K21dreceipt →
2025-10-30RLisa McClainSELL$1K – $15K22dreceipt →
2025-10-30RLisa McClainBUY$1K – $15K22dreceipt →
2025-09-11RLisa McClainBUY$1K – $15K42dreceipt →
2025-09-11RLisa McClainBUY$1K – $15K41dreceipt →
2025-09-22RMichael McCaulBUY$15K – $50K18dreceipt →
2025-08-21RMichael McCaulSELL$1K – $15K21dreceipt →
2025-08-11DApril McClain DelaneySELL$15K – $50K23dreceipt →
2025-08-11DApril McClain DelaneySELL$15K – $50K22dreceipt →
2025-06-17RLisa McClainSELL$1K – $15K58dreceipt →
2025-06-11RLisa McClainBUY$1K – $15K64dreceipt →
2025-06-17RLisa McClainSELL$1K – $15K57dreceipt →
2025-06-11RLisa McClainBUY$1K – $15K63dreceipt →
2025-04-07DApril McClain DelaneyBUY$1K – $15K25dreceipt →
2025-02-08DApril McClain DelaneyBUY$1K – $15K40dreceipt →
2024-09-10RMichael McCaulBUY$15K – $50K30dreceipt →
2024-08-26RMichael McCaulSELL$1K – $15K21dreceipt →