Government Stock Tracker

Rep. Pete Sessions, representing Texas's 17th Congressional District, has disclosed multiple transactions involving publicly traded stocks in his latest financial disclosure. The filing reports sales across technology, healthcare, energy, financial services, and consumer sectors. Stocks Bought None Stocks Sold $ABT (Abbott Laboratories) – Sold (partial or full) on 10/02/2026 $GOOG (Alphabet Inc.) – Sold (partial or full) on 10/02/2026 $AMZN (Amazon.com, Inc.) – Sold (partial or full) on 10/02/2026, 10/27/2026 $AAPL (Apple Inc.) – Sold (partial or full) on 10/02/2026 $BRK.B (Berkshire Hathaway Inc.) – Sold (partial or full) on 10/15/2026 $CVX (Chevron Corporation) – Sold (partial or full) on 10/14/2026 $CMG (Chipotle Mexican Grill, Inc.) – Sold (partial or full) on 10/02/2026 $COST (Costco Wholesale Corporation) – Sold (partial or full) on 10/02/2026, 10/13/2026 $XOM (Exxon Mobil Corporation) – Sold (partial or full) on 10/14/2026 $HD (The Home Depot, Inc.) – Sold (partial or full) on 10/22/2026 $HON (Honeywell International Inc.) – Sold (partial or full) on 10/01/2026 $IBM (International Business Machines Corporation) – Sold (partial or full) on 10/20/2026 $LOW (Lowe's Companies, Inc.) – Sold (partial or full) on 10/22/2026 $MA (Mastercard Incorporated) – Sold (partial or full) on 10/02/2026 $MCD (McDonald's Corporation) – Sold (partial or full) on 10/02/2026, 10/27/2026 $MSFT (Microsoft Corporation) – Sold (partial or full) on 10/02/2026 $NVDA (NVIDIA Corporation) – Sold (partial or full) on 10/02/2026 $PEP (PepsiCo, Inc.) – Sold (partial or full) on 10/21/2026 $PG (The Procter & Gamble Company) – Sold (partial or full) on 10/08/2026 $REZI (Resideo Technologies, Inc.) – Sold (partial or full) on 10/21/2026 $SOLS (Solstice Advanced Materials Inc.) – Sold (partial or full) on 10/21/2026 $SBUX (Starbucks Corporation) – Sold (partial or full) on 10/02/2026 $TSLA (Tesla, Inc.) – Sold (partial or full) on 10/02/2026 $TJX (The TJX Companies, Inc.) – Sold (partial or full) on 10/02/2026 (2 transactions) $VZ (Verizon Communications Inc.) – Sold (partial or full) on 10/02/2026 $V (Visa Inc.) – Sold (partial or full) on 10/02/2026 $WMT (Walmart Inc.) – Sold (partial or full) on 10/02/2026 $DIS (The Walt Disney Company) – Sold (partial or full) on 10/28/2026 Context Rep. Pete Sessions serves on the House Financial Services Committee, including the Capital Markets and National Security, Illicit Finance, and International Financial Institutions subcommittees, and the House Oversight and Government Reform Committee, including the Health Care and Financial Services subcommittee. Several transactions have sectoral connections to his committee responsibilities: $MA, $V, $BRK.B: Mastercard, Visa, and Berkshire Hathaway operate in financial services, payments, and insurance. These sales are directly connected by sector to Sessions' work on the Financial Services Committee. $ABT: Abbott Laboratories operates in healthcare and medical technology. This sale is directly connected by sector to his work on the Health Care and Financial Services Subcommittee. $GOOG, $AMZN, $AAPL, $MSFT, $NVDA, $IBM: These technology companies have exposure to federal procurement, artificial intelligence, digital infrastructure, and capital markets, overlapping with areas of federal oversight. $CVX, $XOM, $HON: These energy and industrial companies operate in sectors subject to federal regulatory and government oversight. $VZ: Verizon's telecommunications infrastructure and government contracting activities overlap with federal government operations oversight. These connections establish potential jurisdictional overlap, not evidence that the trades were influenced by committee responsibilities. Disclaimer AI-generated analysis. Verify all information manually.

Rep. Pete Sessions, representing Texas's 17th Congressional District, has disclosed multiple transactions involving publicly traded stocks in his latest financial disclosure. The filing reports sales across technology, healthcare, energy, financial services, and consumer sectors. Stocks Bought None Stocks Sold $ABT (Abbott Laboratories) – Sold (partial or full) on 10/02/2026 $GOOG (Alphabet Inc.) – Sold (partial or full) on 10/02/2026 $AMZN (Amazon.com, Inc.) – Sold (partial or full) on 10/02/2026, 10/27/2026 $AAPL (Apple Inc.) – Sold (partial or full) on 10/02/2026 $BRK.B (Berkshire Hathaway Inc.) – Sold (partial or full) on 10/15/2026 $CVX (Chevron Corporation) – Sold (partial or full) on 10/14/2026 $CMG (Chipotle Mexican Grill, Inc.) – Sold (partial or full) on 10/02/2026 $COST (Costco Wholesale Corporation) – Sold (partial or full) on 10/02/2026, 10/13/2026 $XOM (Exxon Mobil Corporation) – Sold (partial or full) on 10/14/2026 $HD (The Home Depot, Inc.) – Sold (partial or full) on 10/22/2026 $HON (Honeywell International Inc.) – Sold (partial or full) on 10/01/2026 $IBM (International Business Machines Corporation) – Sold (partial or full) on 10/20/2026 $LOW (Lowe's Companies, Inc.) – Sold (partial or full) on 10/22/2026 $MA (Mastercard Incorporated) – Sold (partial or full) on 10/02/2026 $MCD (McDonald's Corporation) – Sold (partial or full) on 10/02/2026, 10/27/2026 $MSFT (Microsoft Corporation) – Sold (partial or full) on 10/02/2026 $NVDA (NVIDIA Corporation) – Sold (partial or full) on 10/02/2026 $PEP (PepsiCo, Inc.) – Sold (partial or full) on 10/21/2026 $PG (The Procter & Gamble Company) – Sold (partial or full) on 10/08/2026 $REZI (Resideo Technologies, Inc.) – Sold (partial or full) on 10/21/2026 $SOLS (Solstice Advanced Materials Inc.) – Sold (partial or full) on 10/21/2026 $SBUX (Starbucks Corporation) – Sold (partial or full) on 10/02/2026 $TSLA (Tesla, Inc.) – Sold (partial or full) on 10/02/2026 $TJX (The TJX Companies, Inc.) – Sold (partial or full) on 10/02/2026 (2 transactions) $VZ (Verizon Communications Inc.) – Sold (partial or full) on 10/02/2026 $V (Visa Inc.) – Sold (partial or full) on 10/02/2026 $WMT (Walmart Inc.) – Sold (partial or full) on 10/02/2026 $DIS (The Walt Disney Company) – Sold (partial or full) on 10/28/2026 Context Rep. Pete Sessions serves on the House Financial Services Committee, including the Capital Markets and National Security, Illicit Finance, and International Financial Institutions subcommittees, and the House Oversight and Government Reform Committee, including the Health Care and Financial Services subcommittee. Several transactions have sectoral connections to his committee responsibilities: $MA, $V, $BRK.B: Mastercard, Visa, and Berkshire Hathaway operate in financial services, payments, and insurance. These sales are directly connected by sector to Sessions' work on the Financial Services Committee. $ABT: Abbott Laboratories operates in healthcare and medical technology. This sale is directly connected by sector to his work on the Health Care and Financial Services Subcommittee. $GOOG, $AMZN, $AAPL, $MSFT, $NVDA, $IBM: These technology companies have exposure to federal procurement, artificial intelligence, digital infrastructure, and capital markets, overlapping with areas of federal oversight. $CVX, $XOM, $HON: These energy and industrial companies operate in sectors subject to federal regulatory and government oversight. $VZ: Verizon's telecommunications infrastructure and government contracting activities overlap with federal government operations oversight. These connections establish potential jurisdictional overlap, not evidence that the trades were influenced by committee responsibilities. Disclaimer AI-generated analysis. Verify all information manually.

Aaaand we're starting the week with no new House stock disclosures! The congressional trading drought continues. 😭

My initial S-1 thoughts: As I expected, Anthropic is still firmly unprofitable. But, to their credit, they've significantly reduced compute costs as a % of revenue, leading to much narrower losses. On first look, there is a plausible and imminent path to profitability. This is impressive. However, the meat of the document begins at page 161, under "liquidity and capital resources." There, we learn where the true compute costs have been hiding: future compute purchase agreements. As of June 30, Anthropic has signed roughly $587 billion in compute leases and minimum purchase commitments that haven't begun. It has since signed $245 billion more, resulting in more than $800B in future compute costs. None of these costs have made their way onto the income statement yet. But they will, and when they do, the profitability picture will look completely different. Anthropic acknowledges how precarious these agreements are. They point out that their compute providers (on whom they also rely for financial support) also sell services that "compete with ours." As a result, these providers/competitors may eventually force them into onerous agreements. This is something I've expressed concerns about for a while, and it's nice to see Anthropic openly recognize it. That's why Anthropic admitted their most significant strategic decision: They're about to initiate "substantial capital expenditures." So far, they've spent zero. Why the change? Because they know they can no longer rely on leasing compute, "the magnitude and timing" of which are "inherently uncertain." So, they're going to build their own compute, which will, in their words, "change the cash flow profile of our business." I.e. make it severely negative. It's possible that this is why they want to go public now. Since these costs have not yet "come online," they can be left as footnotes at the bottom of the document. But very soon, that won't be possible. In sum, Anthropic's income statement is not telling you the full picture. To the company's credit, they spared us the accounting gymnastics of stripping out training costs in their non-GAAP adjustments. That would have been offensive. Still, the most important numbers aren't getting the requisite attention. I encourage you to start at page 161 for a more complete understanding of what's going on.

No House disclosures today! Will tweet a breakdown of Senator Boozman's disclosure later today

Today ▪ SPY was down at least -1.1% ▪QQQ was down at least -2.5% ▪ TLT was up at least +1.8% ▪ VIX closed under 20.00 That... Had never happened... In the history of the market... Until today.

No new Politicians Stock Disclosures Today. Have a good day everyone!

BREAKING: UKMTO says the majority of vessels struck by Iran are refusing to report to it, meaning the true number of attacks on vessels is at least double what has been recorded. "UKMTO struggling to accurately report true number of attacks with majority of vessels attacked refusing to report to UKMTO." "UKMTO is aware of further incidents through other sources but cannot report them without verification," the statement adds, meaning that even more vessels have been struck. That puts the floor at nearly 60 vessels struck by Iran since October 1, against the roughly 30 UKMTO has confirmed. The strength of the language points to a real figure in the 70 to 100 range. October was already the highest month of the war on the reported number alone.

🚨Political Trade Alert🚨 Rep. Richard McCormick has released a new financial disclosure. Highlights: $BRK.B Berkshire Hathaway $1k - $15k