Congress vs. Wall Street: Our Audit of 827 Capitol Hill Stock Disclosures Shows Lawmakers Quietly Exiting Consumer Tech for 3 Defense & Grid Bottlenecks
We cross-referenced every House and Senate Periodic Transaction Report against SEC Form 4 corporate insider cluster buys. Here is where bipartisan committee members are putting their own family money right now.
- Across 827 verified disclosures in Roarableβs Congressional & Whale ledger, lawmakers on Armed Services and Energy subcommittees increased net exposure to defense software (PLTR), baseload power (VST), and munitions prime contractors by 41% over the past two quarters.
- Simultaneously, corporate insiders at consumer-facing discretionary chains sold shares at a 4.6-to-1 ratio against open-market purchases.
- When Congressional STOCK Act accumulation overlaps with an RQD Score above 80 and positive free-cash-flow revisions, historical 6-month forward win rates in our backtest reach 76.4%.
$PLTR Ratings Summary & 5-Factor Quant Grades (Now vs. 3M vs. 6M)
| Factor Grade | Now (Unlocked Free) | 3M Ago | 6M Ago | Primary Forensic Metric |
|---|---|---|---|---|
| Valuation | D- | D- | D- | Fwd P/E 48.2x vs. Sector Median |
| Growth | A+ | A | B+ | YoY Revenue & FCF Per Share Trajectory |
| Profitability | A+ | A+ | A | ROIC 24.5% β’ Gross Margin 81.2% |
| Momentum | A+ | B+ | B | 3M / 6M Relative Strength vs. S&P 500 |
| EPS Revisions | A | B+ | B | 90-Day Upward vs. Downward Consensus Revisions |
1. What 827 Capitol Hill Disclosures Reveal That Analyst Notes Miss
Wall Street sell-side analysts publish polite price-target updates after a government contract is announced on the Pentagon wire. Members of Congress and corporate officers file disclosures before the narrative hits the front page.
By aggregating 827 verified filings across 28 active Congressional traders and 186 institutional/insider dossiers in the Roarable database, a stark bifurcation emerges: lawmakers have been net sellers of rate-sensitive consumer retail while steadily adding to defense AI orchestration (PLTR) and merchant nuclear/gas power generation (VST).
2. The Three Tickers With Triple-Signal Convergence
We filter for a strict three-part rule: (1) Bipartisan Congressional accumulation under the STOCK Act, (2) Positive institutional 13F or Form 4 flow, and (3) An RQD Cash Engine score in the top decile. Today, Palantir (PLTR), Vistra (VST), and Lockheed Martin (LMT) sit at the top of that intersection.
π¬ Community Debate (2 Trader Comments)
The Armed Services committee overlap with PLTR Maven contract expansions is wild when you lay the filing dates next to the DoD award announcements. Having all 28 lawmakers tracked for free here is a huge edge.
I love the fundamental business and the Rule of 40 score is elite, but the Valuation factor grade of D- is the one thing keeping me from adding at these levels. Waiting for a 15% pullback to the 50-day moving average.