Senate Floods With 56 New Filings as Armstrong Doubles Down on WMB and Sheehy Logs Back-to-Back $5M+ Moves

Armstrong Doubles Down on WMB With Back-to-Back $5M+ Filings as 56 New Senate Disclosures Flood the Wire

Fifty-six new Senate filings landed since yesterday's post — the largest single-day disclosure batch in recent memory — and the most actionable signal buried inside them belongs to Sen. Alan Armstrong of West Virginia, who filed two separate purchases of WMB each valued at $5.0M+. That kind of repeated, high-conviction positioning in a single company within the last 30 days is rare even by the standards of the Senate's most active traders, and it puts Williams Companies squarely on the radar for STOCK Act watchers tracking energy-sector legislative overlap. Armstrong's 30-day total now stands at $11.2M+ — fifth-highest in the chamber.

The other headline from today's batch is Timothy Sheehy, the Montana freshman who has quietly become one of the Senate's most prolific large-ticket filers. Sheehy recorded two separate transactions each exceeding $5.0M within the last 30 days, pushing his rolling total to $44.5M+ — second only to David McCormick's $58.8M+. Rick Scott rounds out the top three at $40.2M+, anchored by a $5.0M+ position in CBLDX, a leveraged bond fund that also shows up as one of the Senate's most-traded non-index instruments over the last 30 days. On the House side, five new filings arrived, with Nancy Pelosi continuing to accumulate BE (Bloom Energy) at the $500K+ level — a position she has now added to multiple times in recent sessions.

Cross-chamber cluster activity adds another layer of texture today: Peter Welch and Rick Scott both traded TLT within the last 30 days, while William Hagerty and John Curtis overlapped on SPY. These simultaneous moves across party lines often reflect shared macro positioning rather than coincidence, and with the Fed's next policy window approaching, the long-duration Treasury trade in particular deserves scrutiny.

Intelligence Briefing

• Senate 30-day total: 1,000 filings | 392 buys | 304 sells | $243.7M+ in disclosed value
• House 30-day total: 128 filings | 62 buys | 62 sells | $4.2M+ in disclosed value
• Top Senate mover (new filings): Alan Armstrong — twin WMB buys at $5.0M+ each; 30-day total $11.2M+
• Largest Senate individual transactions: Timothy Sheehy (×2 at $5.0M+), Armstrong WMB (×2 at $5.0M+), Rick Scott CBLDX ($5.0M+)
• High-signal House trades: 0 flagged; Pelosi BE accumulation continues at $500K+ per tranche
• Cross-chamber clusters active: TLT, SPY, VGIAX, VEA, VDIGX

Senate Activity — Last 30 Days

Volume & Value Snapshot

• 1,000 total filings | 392 buys · 304 sells · remainder exchanges/other
• Disclosed value: $243.7M+
• 56 of those filings are newly public since yesterday

Top Senators by Disclosed Value

• 🥇 David H. McCormick — $58.8M+ (30-day leader)
• 🥈 Timothy P. Sheehy — $44.5M+ | Two $5.0M+ transactions newly disclosed
• 🥉 Rick Scott — $40.2M+ | Includes $5.0M+ in CBLDX
• Mark R. Warner — $15.9M+
• Alan Armstrong — $11.2M+ | Double WMB buy at $5.0M+ each — most actionable new signal in today's batch

Most-Traded Senate Tickers (Last 30 Days, Index Funds Excluded)

• VTHRX — 18 transactions (target-date fund, broad exposure)
• BND — 14 transactions
• BSV — 12 transactions
• IWF — 12 transactions
• LBRDK — 12 transactions
• CBLDX — 12 transactions (leveraged bond; Scott's $5M+ trade included)
• TLT — 10 transactions (cross-chamber cluster; see below)
• INTC — 10 transactions

INTC's 10-transaction count over the last 30 days is worth flagging given ongoing semiconductor policy activity in Congress. LBRDK (Liberty Broadband) at 12 trades also stands out as an unusually concentrated non-ETF position across multiple senators.

House Activity — Last 30 Days

Volume & Value Snapshot

• 128 total filings | 62 buys · 62 sells (perfectly balanced)
• Disclosed value: $4.2M+
• 5 new filings disclosed since yesterday's post
• High-signal trades flagged: 0

Top Representatives by Disclosed Value

• 🥇 Scott H. Peters — $1.7M+ | Two $500K+ transactions
• 🥈 Nancy Pelosi — $1.0M+ | Two $500K+ BE filings (Bloom Energy accumulation continues)
• 🥉 Suzan K. DelBene — $750K+ | Two $250K+ transactions
• Kevin Hern — $317K+
• April McClain Delaney — $254K+

Most-Traded House Tickers (Last 30 Days, Index Funds Excluded)

• LTH — 9 transactions (Life Time Group Holdings — healthcare/wellness)
• FWONK — 6 transactions (Formula One / Liberty Media)
• CHRW — 6 transactions (C.H. Robinson; logistics/freight)
• SCI — 6 transactions (Service Corp International)
• CPAY — 6 transactions (Corpay — payments/fintech)
• MKL — 4 transactions (Markel Group)
• MLM — 3 transactions (Martin Marietta Materials — infrastructure play)
• BWXT — 3 transactions (BWX Technologies — nuclear/defense)

LTH's 9 House trades make it the most-transacted individual name in the lower chamber over the last 30 days — an unusual concentration in a mid-cap wellness company worth monitoring for any pending health policy legislation. BWXT's appearance (3 trades) is consistent with heightened congressional interest in advanced nuclear programs.

Cross-Chamber Signals — Who's Trading the Same Tickers?

🎯 Individual Stock Picks

Congressional trading is dominated by index funds, ETFs, and bonds — but the trades below are in specific, individually-picked companies, which is where the more interesting signal tends to live. Click any row to open the live dashboard's price chart and run an AI trading analysis for that ticker, including any timing clusters with other members and approximate performance since the trade.