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HPE
Ticker

HPE

Congressional Trades
19
by 4 members
Ticker Intelligence Brief

Who in Congress traded HPE, 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
Ro Khanna
SELL · 2026-03-10
Largest range
$15K – $50K
Ro Khanna
Slowest filing
354d
Julia Letlow
Best vs SPY
64.1%
Julia Letlow
Buys
8
42%
Sells
11
58%
Total Volume
$177K
midpoint
Unique Traders
4
members

Party Breakdown

Democrats9 · 47%
Republicans10 · 53%

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
Apr '24
1
May '24
01
Aug '24
1
Jan '25
1
01
Feb '25
Mar '25
01
01
May '25
Jun '25
2
02
Jul '25
Oct '25
24
01
Mar '26
Democrats36Net sellers
vs
Republicans55Neutral
Net buyingNet selling⚡ Party split

💼 Lobbying Filings

all →
  • 2026-05-18$30K
    HEWLETT PACKARD ENTERPRISE
    Section 889 technology exclusion provisions and FAR Clauses Section 224 semiconductor standards PCB restrictions CMMC security standards Section 870/Section 879 FY26 NDAA Section 1260H lists FAR Part 40 supply chain clauses software assurance and attestation DoD supply chain exclusionary programs FAR Clauses Buy American provisions in Trump EOs EO restrictions on regulations and directions for the FAR Council to craft new clauses The Revolutionary FAR Overhaul GSA OneGov initiative GWAC contract consolidation Office of Centralized Acquisition Services
  • 2026-04-20$1.1M
    HEWLETT PACKARD ENTERPRISE COMPANY & AFFILIATES
    FY2026 Commerce, Justice, Science, and Related Agencies Appropriations Act; all provisions related to high performance computing and artificial intelligence at the National Oceanic and Atmospheric Administration and the National Science Foundation FY2026 Energy and Water Appropriations Act; all provisions related to high performance computing and artificial intelligence, the Advanced Scientific Computing Research program, the Advanced Simulation and Computing Program, and the Exascale Computing Initiative FY2026 Department of Defense Appropriations Act; all provisions related to high performance computing, artificial intelligence, edge computing, and Hybrid IT S. 2296, H.R. 3838, National Defense Authorization Act for FY2026; all provisions related to high performance computing, artificial intelligence, edge computing, and Hybrid IT Advanced Weather Model Computing Development Act (No bill number yet) DOE and USDA Interagency Research Act (No bill number yet) HR 856; Safe and Smart Fed
  • 2026-04-20$150K
    HEWLETT PACKARD ENTERPRISE ("HPE")
    General issues relating to competiton impacting HPE.
  • 2026-04-20$120K
    SIDLEY AUSTIN LLP ON BEHALF OF HEWLETT PACKARD ENTERPRISE
    Provide strategic counsel and advocate on issues related to competition impacting Hewlett Packard Enterprise
  • 2026-04-20$40K
    HEWLETT PACKARD ENTERPRISE COMPANY
    H.R.____/S.____ Department of Defense Appropriations Bill, 2027 - Titles III & IV, all provisions related to high performance computing. H.R.____/S.____, Energy and Water Development Appropriations Bill, 2027 - Title III, all provisions related to high performance computing. H.R.____/S.____, Commerce, Justice, Science, and Related Agencies Appropriations Bill, 2027 - Title I, all provisions related to high performance computing. H.R.____/S.____ National Defense Authorization Act, 2027 - Titles I and II, all provisions related to high performance computing. H.R.5167/S.3242 Intelligence Authorization Act, 2026 - Title I, all provisions related to high performance computing.
  • 2026-04-17$60K
    HEWLETT PACKARD ENTERPRISE ("HPE")
    Provide counsel and advocacy on competition issues impacting HPE
  • 2026-04-17$50K
    HEWLETT PACKARD ENTERPRISE COMPANY
    Issues related to spectrum policy, broadband infrastructure, super computing and Artificial Intelligence.
  • 2026-04-14$120K
    SIDLEY AUSTIN LLP (ON BEHALF OF HEWLETT PACKARD ENTERPRISE CO.)
    Assist HPE on legislative oversight of antitrust issues. Assist HPE on legislative oversight of antitrust issues.
  • 2026-04-01$40K
    HEWLETT PACKARD ENTERPRISE COMPANY
    Issues related to corporate and international tax. Issues related to OECD Pillar 1 and Pillar 2 negotiations and agreements on the taxation of global income and the potential impacts on the tax base of the U.S. and its Territories. Issues related to IRC sections 11, 163(j), 174, and 951A.
  • 2026-02-05$30K
    HEWLETT PACKARD ENTERPRISE
    FAR Part 40 supply chain clauses DHS ICT SCRM Task Force - AI supply chain software assurance and attestation DoD supply chain exclusionary programs FAR Clauses Buy American provisions in Trump EOs EO restrictions on regulations and directions for the FAR Council to craft new clauses The Revolutionary FAR Overhaul GSA OneGov initiative GWAC contract consolidation Office of Centralized Acquisition Services Section 889 technology exclusion provisions and FAR Clauses Section 224 semiconductor standards PCB restrictions CMMC security standards Section 870/Section 879 FY26 NDAA Section 1260H lists

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
8 buys19 total11 sells
$89K buys · $88K sells
Cumulative Net Position (buy vol − sell vol)
+$499
2024-0419 trades plotted2026-03

Best Timers

avg excess return vs SPY · HPE trades only4 members w/ alpha data

Excess return = stock price change minus SPY change over the same holding window.Congress avg: +24.5%· 100% of traders beat SPY on this name

Top Alpha Generators
D:2R:2House:4
underperformed SPY|beat SPY
1st
R
Julia Letlow
+32.0%
2×
2nd
D
Ritchie Torres
+23.5%
1×
3rd
D
Ro Khanna
+23.3%
7×
4th
R
Lisa McClain
+19.3%
4×
Worst Timers
bottom 4 by avg excess return
underperformed SPY|beat SPY
R
Lisa McClain
+19.3%
4×
D
Ro Khanna
+23.3%
7×
D
Ritchie Torres
+23.5%
1×
R
Julia Letlow
+32.0%
2×
Worst single trade: Julia Letlow (0.0%)Best single trade: Julia Letlow (+64.1%)

Timing Fingerprint

filing delay vs. excess return over SPY · 14 tradesCongress avg +23.4% 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 SPY6 tradesQUICK + BEAT SPY8 tradesQUICK + TRAILEDLATE + TRAILED-71%-36%0%+36%+71%median 22d0d75d150d225d300dRo Khanna (D) · 2026-03-10 · sell · 28d delay · +29.0% vs SPY · $8KLisa McClain (R) · 2025-10-31 · sell · 21d delay · +12.5% vs SPY · $8KLisa McClain (R) · 2025-10-30 · sell · 22d delay · +12.2% vs SPY · $8KLisa McClain (R) · 2025-10-30 · buy · 22d delay · +12.2% vs SPY · $8KRitchie Torres (D) · 2025-07-11 · sell · 40d delay · +23.5% vs SPY · $8KLisa McClain (R) · 2025-06-17 · buy · 57d delay · +40.2% vs SPY · $8KRo Khanna (D) · 2025-05-19 · sell · 22d delay · +43.7% vs SPY · $8KJulia Letlow (R) · 2025-03-13 · sell · 306d delay · +64.1% vs SPY · $8KRo Khanna (D) · 2025-02-19 · sell · 15d delay · +14.5% vs SPY · $8KJulia Letlow (R) · 2025-01-24 · buy · 354d delay · +0.0% vs SPY · $8KRo Khanna (D) · 2025-01-16 · buy · 21d delay · +1.6% vs SPY · $33KRo Khanna (D) · 2024-08-05 · sell · 32d delay · +26.7% vs SPY · $8KRo Khanna (D) · 2024-05-29 · buy · 7d delay · +21.6% vs SPY · $8KRo Khanna (D) · 2024-04-26 · buy · 10d delay · +26.1% vs SPY · $8KFiling Delay (days)Excess Return vs SPY
100% of trades beat SPYavg excess +23.4%avg delay 68d6 buys8 sellsBuySellOther· dot size ∝ trade size

Trade Activity Timeline

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

24/04
24/05
24/08
25/01
25/02
25/03
25/05
25/06
25/07
25/10
26/03
BuysSellsOtherHigh-volume month

Who Moved First

each row = one member · sorted by earliest disclosed trade
3 buyers ·4 sellers
20252026DRo Khanna7×2024-04-26 · buy · $8K2024-05-29 · buy · $8K2024-08-05 · sell · $8K2025-01-16 · buy · $33K2025-02-19 · sell · $8K2025-05-19 · sell · $8K2026-03-10 · sell · $8KRJulia Letlow2×2025-01-24 · buy · $8K2025-03-13 · sell · $8KRLisa McClain8×2025-06-17 · buy · $8K2025-06-17 · 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 · $8KDRitchie Torres2×2025-07-11 · sell · $8K2025-07-11 · sell · $8K
BuySellOtherDot size ∝ trade size · top 4 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.

JanFebMarAprMayJunJulAugSepOctNovDec20262026-01: 0▲ 0▼2026-02: 0▲ 0▼2026-03: 0▲ 1▼ · $0.0M12026-04: 0▲ 0▼2026-05: 0▲ 0▼2026-06: 0▲ 0▼2026-07: 0▲ 0▼2026-08: 0▲ 0▼2026-09: 0▲ 0▼2026-10: 0▲ 0▼2026-11: 0▲ 0▼2026-12: 0▲ 0▼20252025-01: 2▲ 0▼ · $0.0M22025-02: 0▲ 1▼ · $0.0M12025-03: 0▲ 1▼ · $0.0M12025-04: 0▲ 0▼2025-05: 0▲ 1▼ · $0.0M12025-06: 2▲ 0▼ · $0.0M22025-07: 0▲ 2▼ · $0.0M22025-08: 0▲ 0▼2025-09: 0▲ 0▼2025-10: 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: 1▲ 0▼ · $0.0M12024-05: 1▲ 0▼ · $0.0M12024-06: 0▲ 0▼2024-07: 0▲ 0▼2024-08: 0▲ 1▼ · $0.0M12024-09: 0▲ 0▼2024-10: 0▲ 0▼2024-11: 0▲ 0▼2024-12: 0▲ 0▼
Net buyingNet sellingNo trades · number = trade count
Peak buy month: Jan · Peak sell month: Oct

Congressional Conviction Timeline

net positioning · alpha track recordBEARISH
8 buys11 sellscumulative α +101.8%11mo tracked
Monthly Net Flow (Buys − Sells)
+2-202024-04: +1 net (1B / 0S)2024-05: +1 net (1B / 0S)2024-08: -1 net (0B / 1S)2025-01: +2 net (2B / 0S)2025-02: -1 net (0B / 1S)2025-03: -1 net (0B / 1S)2025-05: -1 net (0B / 1S)2025-06: +2 net (2B / 0S)2025-07: -2 net (0B / 2S)2025-10: -2 net (2B / 4S)2026-03: -1 net (0B / 1S)Apr 24Aug 24Feb 25May 25Jul 25Mar 26
Cumulative Excess Return on Congressional Buys vs SPY
+101.8%102%0%0%

All Disclosed Trades

DateMemberActionAmountFiling DelayReceipt
2026-03-10DRo KhannaSELL$1K – $15K28dreceipt →
2025-03-13RJulia LetlowSELL$1K – $15K306dreceipt →
2025-01-24RJulia LetlowBUY$1K – $15K354dreceipt →
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 →
2025-07-11DRitchie TorresSELL$1K – $15K41dreceipt →
2025-07-11DRitchie TorresSELL$1K – $15K40dreceipt →
2025-06-17RLisa McClainBUY$1K – $15K58dreceipt →
2025-06-17RLisa McClainBUY$1K – $15K57dreceipt →
2025-05-19DRo KhannaSELL$1K – $15K22dreceipt →
2025-02-19DRo KhannaSELL$1K – $15K15dreceipt →
2025-01-16DRo KhannaBUY$15K – $50K21dreceipt →
2024-08-05DRo KhannaSELL$1K – $15K32dreceipt →
2024-05-29DRo KhannaBUY$1K – $15K7dreceipt →
2024-04-26DRo KhannaBUY$1K – $15K10dreceipt →