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SF
Ticker

SF

Congressional Trades
22
by 5 members
Ticker Intelligence Brief

Who in Congress traded SF, 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
Julia Letlow
BUY · 2025-11-03
Largest range
$100K – $250K
Michael McCaul
Slowest filing
72d
Julia Letlow
Best vs SPY
15.1%
Michael McCaul
Buys
10
45%
Sells
12
55%
Total Volume
$577K
midpoint
Unique Traders
5
members

Party Breakdown

Democrats5 · 23%
Republicans17 · 77%

Party Trading Divergence

Democrat vs. Republican buy / sell pressure by monthHIGH DIVERGENCE

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

Democrat ←
Month
→ Republican
Feb '24
3
01
Jun '24
1
Aug '24
03
01
Oct '24
01
Apr '25
Jun '25
2
Oct '25
24
02
Nov '25
2
Democrats05Net sellers
vs
Republicans107Net buyers
Net buyingNet selling⚡ Party split

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
No trades
All-Time
25
10 buys22 total12 sells
$147K buys · $430K sells
Cumulative Net Position (buy vol − sell vol)
-$283K
2024-0222 trades plotted2025-11

Best Timers

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

Excess return = stock price change minus SPY change over the same holding window.Congress avg: -1.5%· 40% of traders beat SPY on this name

Top Alpha Generators
D:2R:3House:5
underperformed SPY|beat SPY
1st
R
Michael McCaul
+10.2%
7×
2nd
D
Josh Gottheimer
+1.5%
3×
3rd
R
Lisa McClain
-4.1%
4×
4th
R
Julia Letlow
-6.7%
1×
5th
D
Gilbert Cisneros
-8.4%
1×
Worst Timers
bottom 5 by avg excess return
underperformed SPY|beat SPY
R
Julia Letlow
-6.7%
1×
R
Lisa McClain
-4.1%
4×
R
Michael McCaul
+10.2%
7×
Worst single trade: Josh Gottheimer (-13.1%)Best single trade: Michael McCaul (+15.1%)

Timing Fingerprint

filing delay vs. excess return over SPY · 16 tradesCongress avg +2.8% 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 SPY4 tradesQUICK + TRAILEDLATE + TRAILED-17%-9%0%+9%+17%median 24d0d15d30d45d60dGilbert Cisneros (D) · 2025-11-24 · sell · 21d delay · -8.4% vs SPY · $8KJulia Letlow (R) · 2025-11-03 · buy · 71d delay · -6.7% vs SPY · $8KLisa McClain (R) · 2025-10-31 · sell · 21d delay · -6.3% vs SPY · $8KLisa McClain (R) · 2025-10-30 · buy · 22d delay · -6.0% vs SPY · $8KLisa McClain (R) · 2025-10-30 · sell · 22d delay · -6.0% vs SPY · $8KLisa McClain (R) · 2025-06-17 · buy · 57d delay · +1.9% vs SPY · $8KJosh Gottheimer (D) · 2025-04-09 · sell · 35d delay · +3.4% vs SPY · $8KJosh Gottheimer (D) · 2024-10-31 · sell · 6d delay · -13.1% vs SPY · $8KMichael McCaul (R) · 2024-08-20 · sell · 27d delay · +9.4% vs SPY · $8KMichael McCaul (R) · 2024-08-19 · sell · 28d delay · +8.4% vs SPY · $175KMichael McCaul (R) · 2024-08-16 · sell · 31d delay · +7.3% vs SPY · $175KJosh Gottheimer (D) · 2024-06-21 · sell · 18d delay · +14.3% vs SPY · $8KMichael McCaul (R) · 2024-06-05 · buy · 47d delay · +15.1% vs SPY · $8KMichael McCaul (R) · 2024-02-21 · buy · 23d delay · +11.1% vs SPY · $8KMichael McCaul (R) · 2024-02-20 · buy · 24d delay · +10.1% vs SPY · $75KMichael McCaul (R) · 2024-02-20 · buy · 24d delay · +10.1% vs SPY · $8KFiling Delay (days)Excess Return vs SPY
63% of trades beat SPYavg excess +2.8%avg delay 30d7 buys9 sellsBuySellOther· dot size ∝ trade size

Trade Activity Timeline

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

24/02
24/06
24/08
24/10
25/04
25/06
25/10
25/11
BuysSellsOtherHigh-volume month

Who Moved First

each row = one member · sorted by earliest disclosed trade
3 buyers ·4 sellers
2025RMichael McCaul7×2024-02-20 · buy · $75K2024-02-20 · buy · $8K2024-02-21 · buy · $8K2024-06-05 · buy · $8K2024-08-16 · sell · $175K2024-08-19 · sell · $175K2024-08-20 · sell · $8KDJosh Gottheimer3×2024-06-21 · sell · $8K2024-10-31 · sell · $8K2025-04-09 · sell · $8KRLisa McClain8×2025-06-17 · buy · $8K2025-06-17 · buy · $8K2025-10-30 · sell · $8K2025-10-30 · buy · $8K2025-10-30 · buy · $8K2025-10-30 · sell · $8K2025-10-31 · sell · $8K2025-10-31 · sell · $8KRJulia Letlow2×2025-11-03 · buy · $8K2025-11-03 · buy · $8KDGilbert Cisneros2×2025-11-24 · sell · $8K2025-11-24 · sell · $8K
BuySellOtherDot size ∝ trade size · top 5 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: 0▲ 0▼2025-03: 0▲ 0▼2025-04: 0▲ 1▼ · $0.0M12025-05: 0▲ 0▼2025-06: 2▲ 0▼ · $0.0M22025-07: 0▲ 0▼2025-08: 0▲ 0▼2025-09: 0▲ 0▼2025-10: 2▲ 4▼ · $0.0M62025-11: 2▲ 2▼ · $0.0M42025-12: 0▲ 0▼20242024-01: 0▲ 0▼2024-02: 3▲ 0▼ · $0.1M32024-03: 0▲ 0▼2024-04: 0▲ 0▼2024-05: 0▲ 0▼2024-06: 1▲ 1▼ · $0.0M22024-07: 0▲ 0▼2024-08: 0▲ 3▼ · $0.4M32024-09: 0▲ 0▼2024-10: 0▲ 1▼ · $0.0M12024-11: 0▲ 0▼2024-12: 0▲ 0▼
Net buyingNet sellingNo trades · number = trade count
Peak buy month: Feb · Peak sell month: Oct

Congressional Conviction Timeline

net positioning · alpha track recordMIXED
10 buys12 sellscumulative α +35.6%8mo tracked
Monthly Net Flow (Buys − Sells)
+3-302024-02: +3 net (3B / 0S)2024-06: 0 net (1B / 1S)2024-08: -3 net (0B / 3S)2024-10: -1 net (0B / 1S)2025-04: -1 net (0B / 1S)2025-06: +2 net (2B / 0S)2025-10: -2 net (2B / 4S)2025-11: 0 net (2B / 2S)Feb 24Aug 24Apr 25Oct 25
Cumulative Excess Return on Congressional Buys vs SPY
+35.6%48%0%0%

All Disclosed Trades

DateMemberActionAmountFiling DelayReceipt
2025-11-03RJulia LetlowBUY$1K – $15K72dreceipt →
2025-11-03RJulia LetlowBUY$1K – $15K71dreceipt →
2025-11-24DGilbert CisnerosSELL$1K – $15K22dreceipt →
2025-11-24DGilbert CisnerosSELL$1K – $15K21dreceipt →
2025-10-31RLisa McClainSELL$1K – $15K24dreceipt →
2025-10-30RLisa McClainSELL$1K – $15K25dreceipt →
2025-10-30RLisa McClainBUY$1K – $15K25dreceipt →
2025-10-31RLisa McClainSELL$1K – $15K21dreceipt →
2025-10-30RLisa McClainBUY$1K – $15K22dreceipt →
2025-10-30RLisa McClainSELL$1K – $15K22dreceipt →
2025-06-17RLisa McClainBUY$1K – $15K58dreceipt →
2025-06-17RLisa McClainBUY$1K – $15K57dreceipt →
2025-04-09DJosh GottheimerSELL$1K – $15K35dreceipt →
2024-10-31DJosh GottheimerSELL$1K – $15K6dreceipt →
2024-08-20RMichael McCaulSELL$1K – $15K27dreceipt →
2024-08-19RMichael McCaulSELL$100K – $250K28dreceipt →
2024-08-16RMichael McCaulSELL$100K – $250K31dreceipt →
2024-06-05RMichael McCaulBUY$1K – $15K47dreceipt →
2024-06-21DJosh GottheimerSELL$1K – $15K18dreceipt →
2024-02-21RMichael McCaulBUY$1K – $15K23dreceipt →
2024-02-20RMichael McCaulBUY$50K – $100K24dreceipt →
2024-02-20RMichael McCaulBUY$1K – $15K24dreceipt →