Key Findings

The STOCK Act did not stop trading. It changed who dared.

The Three Camps

The Quitters

Complied immediately. No trades during sensitive windows. Represent genuine reform response.

Lee (NV)FallonBeyerNewmanJacobs
Post-act activity: minimal
Compliance: immediate
The Defiant

Continued trading through enforcement windows. Bet that scrutiny would remain weak.

McClainCisnerosGreene (GA)GottheimerPelosi
Sell%: sustained elevation
Enforcement actions: near-zero
The Whales

Large-volume traders who shifted timing rather than stopping. Most sophisticated adaptation.

Biggs ($10.9M)Hern ($10.5M)Pelosi ($1.5M)
CHIPS Act window: 18 trades
Semiconductor sector focus

Sell% Timeline

Congressional Sell% — Key Inflection Quarters

62.1%
12.4%
45.7%
Q3 '23
peak reform pressure
Q4 '24
ban dies — buying frenzy
Q2 '25
back to normal

CHIPS Act Trading Window

CHIPS Act Window — 18 Semiconductor Trades

Jun–Jul 2022 · markup period

While the CHIPS and Science Act was being marked up in committee, members with direct jurisdiction made concentrated semiconductor sector trades. Both parties involved.

LegislatorActionAssetSizeDateNote
PelosiBUYNVDA$1–5MJun 17Pre-markup
PelosiSELLNVDA$1–5MJul 2639 days later
ManningBUYChips/SOXXmultipleJun–Jul8 purchases
Total: 18 trades across semiconductor sector · Source: House PTR disclosures

2025 Committee Conflicts

2025 Committee Conflicts

Reform pressure worked temporarily — the ban's failure emboldened continued trading with direct committee jurisdiction conflicts into 2025.

LegislatorHoldings / TradesCommittee
GottheimerVisa, MastercardFinancial Services
CisnerosBoeing, RaytheonArmed Services
McClainHumana, UnitedHealthEnergy & Health
Influence Map

Watch influence flow through Congress

Every node is a legislator. Size reflects their Influence Exposure Score. Edges appear when two members traded the same stock in the same month. Pulse rings fire when trades occur — green for buys, red for sells. Use the control bar to play, adjust speed, or reset.

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Node size
IES score — larger = more deeply embedded in influence networks
Red heat glow
IES ≥ 20 — node's sphere of influence extends well beyond direct donations
Cyan edges
Two legislators traded shares of the same company in the same calendar month