u/Ape_Quant

Rep. Tim Moore disclosed a new purchase of $T today.

His track record in the Communication Services sector is very strong when you copy his buy trades when publicly disclosed and sell 90 days later:

• +19.1% median return
• +15.8% median SPY-adjusted
• 85.7% win rate (7 trades)

Worth watching if you're bullish on telecom, communication services right now.

Who here actually trades off congressional/insider disclosures?

House Rep. David Taylor disclosed a Home Depot buy on May 8. If you copied His Consumer Cyclical trades when they were publicly disclosed and sold 90d later:

• +14.5% median 90-day return
• 77.8% win rate
• +9.6% median vs SPY

The stock is already down ~6% since May amid interest rate uncertainty.

Could tomorrow’s earnings deliver a rebound? Interestingly, 4 insiders have filed Home Depot buys in the past month.

Congressional timing edge + fresh insider buying heading into the report. Worth watching.

Ran an analysis on congressional trading disclosures for SNOW. If you bought on the day the trade became public and sold 90 days later, across 8 trades since Feb 2025:

• Median return: +37%
• vs SPY: +32%
• Win rate: 100%

Last disclosed buy: June 2025

This is post-disclosure, not the original transaction date, so this is publicly available information, not insider trading. The disclosure lag is typically 30-45 days after the actual trade.

Worth noting 8 trades is a small sample. But the consistency is hard to ignore.

Positions: none.

Built an interactive heatmap showing post-disclosure performance of congressional trades broken down by House committee and market sector.

Methodology: buy when the congressional trade is publicly disclosed, sell 90 days later.

Some things that stood out:

• House Permanent Select Committee on Intelligence × Communication Services +8%
• House Science, Space, and Technology Committee × Crypto: +47%
• House Small Business × Industrial: +12%
• House Homeland Security × Energy: +8%

Full interactive table with filters for transaction type, date range, sector, and committee. Switch between absolute returns and SPY-adjusted.

Curious what else you spot.