NUE

Ticker

NUE

Congressional Trades

by 6 members

Ticker Intelligence Brief

Who in Congress traded NUE, 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

Michael McCaul

SELL · 2026-05-12

Largest range

$100K – $250K

Michael McCaul

Slowest filing

168d

Gary Peters

Best vs SPY

65.4%

Ro Khanna

Buys

40%

Sells

60%

Total Volume

$1.0M

midpoint

Unique Traders

members

Party Breakdown

Democrats3 · 20%

Republicans12 · 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

0▲1▼

Mar '23

—

1▲

Jul '24

—

Oct '24

1▲

—

Mar '25

1▲1▼

—

Apr '25

1▲

0▲1▼

May '25

1▲2▼

—

Jun '25

1▲1▼

—

Aug '25

0▲1▼

—

Oct '25

0▲1▼

—

May '26

0▲1▼

Democrats1▲2▼Net sellers

Republicans5▲7▼Net sellers

Net buyingNet selling⚡ Party split

💼 Lobbying Filings

all →

2026-05-06$540K
NUCOR CORPORATION
U.S. manufacturing strategy; domestic supply chains; national security; and job creation. Infrastructure investments; Buy America provisions and waivers; Implementation of Infrastructure Investment and Jobs Act. Affordable and reliable energy supply through development of all resources including clean coal, natural gas, nuclear, wind, solar, and other renewable sources; U.S. supply chain for renewable energy infrastructure. Sustainability of steel produced in the United States in terms of recycled content, recyclability, and emissions and energy intensity reductions; EPA regulatory activities; PM2.5 NAAQS Review; science-based green steel standard focused on reducing GHG emissions regardless of technology; industrial decarbonization in the U.S. through R&D and investment; Federal Buy Clean programs; carbon border policies; permitting reform; EAF slag treatment. Non-unionized workplace and cooperative workplace safety programs. H.R. 1548/S. 691, Leveling the Playing Field 2.0
2026-05-05$0
NUCOR CORPORATION
2026-04-20$490K
NUCOR CORPORATION
H.R. 3151/S. 1541 SHIPS for America Act of 2025 U.S. manufacturing strategy; domestic supply chains; national security; and job creation. H.R. 6644, Housing for the 21st Century Act Infrastructure investments; Buy America provisions and waivers; Implementation of Infrastructure Investment and Jobs Act. Affordable and reliable energy supply through development of all resources including clean coal, natural gas, nuclear, wind, solar, and other renewable sources; U.S. supply chain for renewable energy infrastructure. Sustainability of steel produced in the United States in terms of recycled content, recyclability, and emissions and energy intensity reductions; EPA regulatory activities; PM2.5 NAAQS Review; science-based green steel standard focused on reducing GHG emissions regardless of technology; EAF slag treatment; permitting reform. Non-unionized workplace and cooperative workplace safety programs. H.R. 1548/S. 691, Leveling the Playing Field 2.0 Act S. 1325 The Foreign Pol
2026-04-20$40K
NUCOR CORPORATION
Issues regarding climate measures; Issues regarding import surges; Issues regarding trade barriers; Issues relating to import restrictions; Issues relating to domestic steel production; Issues regarding Section 232 and other tariff measures; Confirmation of judicial nominee.
2026-04-15$10K
NUCOR STEEL
Production and qualification of metal plating for military platforms Production and qualification of metal plating for military platforms
2026-02-02$0
NUCOR CORPORATION
2026-01-20$510K
NUCOR CORPORATION
H.R. 3151/S. 1541 SHIPS for America Act of 2025 U.S. manufacturing strategy; domestic supply chains; national security; and job creation. H.R. 6644, Housing for the 21st Century Act Infrastructure investments; Buy America provisions and waivers; Implementation of Infrastructure Investment and Jobs Act. Sustainability of steel produced in the United States in terms of recycled content, recyclability, and emissions and energy intensity reductions; EPA regulatory activities; PM2.5 NAAQS Review; science-based green steel standard focused on reducing GHG emissions regardless of technology; Federal Buy Clean programs; EAF slag treatment; permitting reform. Non-unionized workplace and cooperative workplace safety programs. Affordable and reliable energy supply through development of all resources including clean coal, natural gas, nuclear, wind, solar, and other renewable sources; U.S. supply chain for renewable energy infrastructure. H.R. 1548/S. 691, Leveling the Playing Field 2.0
2026-01-20$40K
NUCOR CORPORATION
HR 6644 Housing for the 21st Century Act Issues regarding import surges; Issues regarding trade barriers; Issues relating to import restrictions; Issues relating to domestic steel production; Issues regarding Buy America; Issues regarding Section 232 and other tariff measures.
2026-01-14$10K
NUCOR STEEL
Production and qualification of metal plating for military platforms Production and qualification of metal plating for military platforms
2025-10-20$540K
NUCOR CORPORATION
Infrastructure investments; Buy America provisions and waivers; Implementation of Infrastructure Investment and Jobs Act. H.R. 5441 Fusion Advanced Manufacturing Parity Act Affordable and reliable energy supply through development of all resources including clean coal, natural gas, nuclear, wind, solar, and other renewable sources; U.S. supply chain for renewable energy infrastructure. Sustainability of steel produced in the United States in terms of recycled content, recyclability, and emissions and energy intensity reductions; EPA regulatory activities; PM2.5 NAAQS Review; science-based green steel standard focused on reducing GHG emissions regardless of technology; Federal Buy Clean programs; EAF slag treatment; permitting reform. Non-unionized workplace and cooperative workplace safety programs. H.R. 3151/S. 1541 SHIPS for America Act of 2025 U.S. manufacturing strategy; domestic supply chains; national security; and job creation. H.R. 1548/S. 691, Leveling the Playing Fi

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 buys1 total1 sell

$0 buys · $33K sells

All-Time

–56

6 buys15 total9 sells

$574K buys · $447K sells

Cumulative Net Position (buy vol − sell vol)

+$127K

2023-0315 trades plotted2026-05

Best Timers

avg excess return vs SPY · NUE trades only5 members w/ alpha data

Excess return = stock price change minus SPY change over the same holding window.Congress avg: +43.7%· 100% of traders beat SPY on this name

Top Alpha Generators

D:1R:4House:5

underperformed SPY|beat SPY

1st

Robert Bresnahan

+65.1%

1×

2nd

Jefferson Shreve

+45.3%

2×

3rd

Michael McCaul

+43.8%

7×

4th

Ro Khanna

+36.4%

2×

5th

Julia Letlow

+28.2%

1×

Worst Timers

bottom 5 by avg excess return

underperformed SPY|beat SPY

Julia Letlow

+28.2%

1×

Ro Khanna

+36.4%

2×

Michael McCaul

+43.8%

7×

Jefferson Shreve

+45.3%

2×

Robert Bresnahan

+65.1%

1×

Worst single trade: Michael McCaul (4.7%)Best single trade: Ro Khanna (+65.4%)

Timing Fingerprint

filing delay vs. excess return over SPY · 13 tradesCongress avg +43.3% 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 +43.3%avg delay 56d6 buys7 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 NUE within a rolling 21-day window. Tight windows with high directional consensus score highest on the suspicion meter.

🔴 #1▼ SELL3 members · 7d span

Window

2025-05-12 → 2025-05-19

▲ 1 buy▼ 3 sells$199K vol

Consensus

75%

RMichael McCaul2025-05-12

RRobert Bresnahan2025-05-152×

DRo Khanna2025-05-19

1 swarm event detectedmax members in single event: 3highest suspicion score: 7121-day rolling window · top 6 by score

Trade Activity Timeline

Congressional buys & sells by month · last 10 months w/ activity

23/03

24/07

24/10

25/03

25/04

25/05

25/06

25/08

25/10

26/05

BuysSellsOtherHigh-volume month

Who Moved First

each row = one member · sorted by earliest disclosed trade

4 buyers ·5 sellers

BuySellOtherDot size ∝ trade size · top 6 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: Mar · Peak sell month: May

Congressional Conviction Timeline

net positioning · alpha track recordBEARISH

6 buys9 sellscumulative α +249.9%10mo tracked

Monthly Net Flow (Buys − Sells)

Cumulative Excess Return on Congressional Buys vs SPY

All Disclosed Trades

Date	Member	Action	Amount	Filing Delay	Receipt
2026-05-12	RMichael McCaul	SELL	$15K – $50K	29d	receipt →
2024-10-23	RJulia Letlow	BUY	$1K – $15K	447d	receipt →
2025-10-27	RMichael McCaul	SELL	$15K – $50K	14d	receipt →
2025-08-22	RMichael McCaul	SELL	$50K – $100K	20d	receipt →
2025-06-27	RMichael McCaul	SELL	$100K – $250K	10d	receipt →
2025-06-16	RMichael McCaul	BUY	$100K – $250K	21d	receipt →
2025-05-15	RRobert Bresnahan	SELL	$1K – $15K	26d	receipt →
2025-05-19	DRo Khanna	SELL	$1K – $15K	22d	receipt →
2025-05-15	RRobert Bresnahan	SELL	$1K – $15K	25d	receipt →
2025-05-12	RMichael McCaul	BUY	$100K – $250K	28d	receipt →
2025-04-10	RMichael McCaul	BUY	$100K – $250K	32d	receipt →
2025-03-31	RJefferson Shreve	SELL	$15K – $50K	11d	receipt →
2025-03-05	RJefferson Shreve	BUY	$15K – $50K	37d	receipt →
2024-07-02	DRo Khanna	BUY	$1K – $15K	36d	receipt →
2023-03-13	DGary Peters	SELL	$50K – $100K	168d	receipt →