Congress Stock Disclosures Dec. 2025

Disclosures filed January 2026 for transactions in December 2025.

Observation Window December 2025
Status: Active Trading Detected

Total Transactions Analyzed

418

Recorded in this period

Est. Volume Moved

~$92.5M

Combined buy/sell value

Most Active Sector

Tech & AI

Driven by AAPL, GOOGL, MSFT

The "Mag 7" & Beyond

Trading activity reported in December 2025 highlights a significant concentration of capital in the technology sector. The most frequently exchanged assets among lawmakers were AAPL, GOOGL, and MSFT, reflecting a strong year-end preference for these market leaders.

Top 10 Assets by Transaction Frequency

*Includes both Purchase and Sale transactions.

Trend Analysis

Recent legislative disclosures indicate a significant portfolio concentration in the technology sector, suggesting lawmakers are prioritizing mega-cap stability amidst broader market shifts. This trend is headlined by aggressive trading volumes in AAPL, GOOGL, and MSFT, cementing these companies as the preferred bipartisan holdings on Capitol Hill.

Contrarian Signal?

Recent congressional dumping of consumer-reliant giants AAPL and DIS suggests insiders are fading the "soft landing" narrative and betting on a retraction in discretionary spending. This pattern points toward a defensive rotation, where capital flees cyclical growth names to hide in utilities or healthcare ahead of potential economic volatility.

Sleeper Stock Radar

Notable non-consensus trades.

PURCHASE

JPM

JPMorgan Chase & Co

$1M+

Member: Jefferson Shreve (House)

"Shreve's massive $10M-$25M entry into **JPM** represents an extraordinarily high-conviction bet on large-cap financials, significantly outpacing typical congressional position sizing."

PURCHASE

PRU

Prudential Financial Inc

$1M+

Member: Jefferson Shreve (House)

"Shreve executed a massive $10M-$25M entry into **PRU**, dwarfing typical congressional volume. This extraordinary position size signals a major high-conviction bet on the insurance sector’s resilience."

PURCHASE

MA

Mastercard Inc

$50k-100k

Member: Markwayne Mullin (Senate)

"Senator Mullin’s significant $50k-$100k investment in **MA** suggests a defensive bet on consumer spending resilience and sustained transaction volumes within the financial sector."

PURCHASE

JPM

JPMorgan Chase & Co

$50k-100k

Member: Markwayne Mullin (Senate)

"Mullin’s $50k-$100k allocation to **JPM** signals conviction in major banks, suggesting a strategic move toward financial sector stability despite potential economic headwinds."

PURCHASE

COF

Capital One Financial Corp

$50k-100k

Member: Markwayne Mullin (Senate)

"Mullin’s $50k-$100k purchase of **COF** signals a bullish stance on consumer finance, implying confidence in banking resilience despite broader economic headwinds."

Most Active Traders

By number of reported transactions

Insight: Spanning both political parties, the high-frequency trading patterns of Gilbert Cisneros, Markwayne Mullin, Julie Johnson, John Boozman, and Dan Newhouse underscore a persistent trend where certain political figures actively manage extensive financial portfolios while in the public eye.

Transaction Mix

Are they buying the dip or selling the top?

41% Purchase Volume
57% Sale Volume

High-Profile Traders

Watchlist
Total Trades 126
Est. Volume ~$84.8M
Watchlist traders executed 126 trades totaling ~$84.8M. Activity was led by Gilbert Cisneros (90 trades).

Top Traded Assets

NVDA 4
AMZN 4
AAPL 3
GOOGL 3
FIG 2

Key Takeaways

Watchlist members executed 126 trades valued at approximately $84.8M, with activity overwhelmingly driven by Gilbert Cisneros, who was responsible for 90 of these transactions. Trading focused heavily on major technology companies, with AAPL, GOOGL, MSFT, NVDA, and AMZN emerging as the top traded symbols. Despite the concentration in large-cap growth stocks, the overall sentiment leaned bearish as members executed 57% sells compared to 41% buys.

Important Disclaimer

STOCK Act Trades aggregates publicly disclosed congressional trading data for informational purposes only. This content does not constitute investment advice. Trading decisions should not be based solely on politician disclosures. Consult a licensed financial advisor before making investment decisions.

Read full disclaimer →