Congress Trades in Review

Call me Sherlock Holmes (or Scott Bauer), but I love checking out what members of Congress have been trading. 

I’m not here to poke and prod what Congress does in their personal lives, but I do think it’s a great way of seeing the landscape with those who are a bit more privy to information you and I don’t have access to as civilians. 

Lately, I’ve been looking closely at the public disclosures from February and March 2025 (through the 25th). The volume of trades—and some of the timing—caught my attention. So I decided to dig a little deeper.

What I’m Seeing

From February 1 to March 25, members of Congress filed over 1,000 trades. About 570 of those were buys, 443 were sells, and a small handful were categorized as exchanges.

A few things stood out right away:

• A small number of members were responsible for a large chunk of the trades.
  
• Several individual trades exceeded $100,000 in value.
  
• Some trades were filed over 30 days after they occurred.
  
• Multiple members traded the same stock, often within days of each other.

Some of the most frequently traded names include: Bank of America. JPMorgan Chase, Goldman Sachs, Advanced Micro Devices (AMD), Tempur Sealy (TPX), and Super Micro Computer (SMCI)

Financials and tech stocks dominated—possibly reflecting macro trends or committee-specific visibility. We also saw trades in U.S. Treasury Bills, notable in the context of interest rate uncertainty.

The “Not Like Us” Scoreboard

And now the good stuff. To get a better sense of potential anomalies, I created a basic scoring system that flags trades based on size ($100K+), filing delays (30+ days), repeat trades in the same stock, clustered trades across members, or activity on key Congressional days.

Ashley Moody (R-FL)

On February 23, Senator Ashley Moody made a flurry of trades:

• Sold: CrowdStrike, Okta, Carnival, and Super Micro Computer (SMCI)
  
• Bought: Between $100K–$250K of AMD

All of these trades were executed on the same day and filed 26 days later. The trade timing is notable. Each of the companies involved released major announcements shortly afterward:

• AMD: On Feb 28, AMD unveiled its RDNA 4 architecture and the new Radeon RX 9000 Series GPUs, a major product launch that positioned the company at the forefront of gaming and AI chip development. (Source)
  
• CrowdStrike: On Feb 24, CrowdStrike, in partnership with AWS and NVIDIA, announced the selection of 36 startups for its 2025 Cybersecurity Accelerator, signaling expanded influence in cloud and AI security. (Source)
  
• Super Micro Computer (SMCI): By Feb 25, SMCI confirmed it had submitted its overdue filings and regained Nasdaq compliance, resolving prior delisting risk and prompting stock movement. (Source)
  
• Okta: On Feb 24, Okta kicked off its first “Launch Week” of the year, announcing several updates to its identity and security platforms. (Source)

This series of trades came just 1–5 days before these material news events. While the timing may be coincidental, the clustering and volume of the transactions stand out.

John Delaney (D-MD)

On multiple occasions throughout February, Representative John Delaney executed five separate sales of Tempur Sealy (TPX), each reportedly made on behalf of a child’s account.

While trading on behalf of a family member is permitted, it’s still subject to the same transparency rules—and several of these trades were filed more than 30 days after the fact, cutting it somewhat close to the legal disclosure threshold of 45 days.

What adds intrigue is that these trades occurred around two significant announcements by Tempur Sealy:

• February 5: The company announced a major rebrand, changing its name to Somnigroup International, signaling a shift in corporate identity and strategic vision. (Source)
  
• February 18: Tempur Sealy released Q4 and full-year 2024 earnings, which revealed mixed results and led to a temporary stock dip. (Source)

While it’s entirely possible these trades were part of routine portfolio management, the timing— paired with delayed filings—makes it a set worth monitoring.

Ro Khanna (D-CA)

Representative Ro Khanna was the most active trader by a wide margin, logging over 400 transactions during the two-month period—many in large-cap tech and banking stocks.

Just looking at the trades and the amount of trades, it seems the California representative is doing a major rebalancing of their portfolio. I’m not quite sure I’ve ever done such a drastic override of my own accounts, but who am I to judge?

Still, though… 400 trades in less than two months? That’s quite an overhaul.

Some notable activity:

• Apple: Multiple trades from Feb 5 through Mar 20
  
• Netflix: Traded Feb 8 and again on Mar 15
  
• Salesforce: Feb 12 and Mar 18
  
• Morgan Stanley: Feb 15 and Mar 22

Those trades surrounded key events:

• Netflix reported earnings on Feb 20 (Source)
  
• Apple launched new devices on Mar 8 (Source)
  
• Salesforce announced an acquisition on Mar 10 (Source)
  
• Morgan Stanley provided new guidance on Feb 28 (Source)

Committees:

• House Armed Services (Ranking Member, Cyber & Innovation)
  
• Oversight Subcommittees (Cybersecurity & Economic Growth)
  
• Select Committee on U.S.–China Strategic Competition

Khanna’s roles give him direct exposure to trends in cybersecurity, AI, cloud infrastructure, and global finance. Many of the companies he traded fall under those categories—a pattern worth keeping on our radar. However, I should note, some of this information was already available to the public.

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At the end of the day, this is all my speculation. I find it fun to see what our elected officials are thinking. And more importantly, why am I not considering these trades?

When you zoom out and look at the patterns—the timing, the clustering, the filing delays—it becomes clear that this is a part of the market worth watching. I would never consider this to be a tried-and-true approach to trading and investing, but it can’t hurt to analyze. 

Have a stock on your radar? See what Congress thinks. If the stars align, that might be another sign that you’re on to something.

Trade like a pro—join my Live Signal Room and trail me as I take on these volatile markets.

*All data pulled from http://www.capitoltrades.com
** If source not provided, information pulled from Federal government, State government, or company websites.
*** Prosper Trading believes that the information provided is correct and accurate but cannot guarantee the accuracy of the information.