Steve Cohen
Suspicious Timing Detected
5 flagsRep. Cohen sold $15,001 - $50,000 in $FLR on 2025-12-29 — 35 days before HR6353, a bill to streamline public water system upgrades, which could increase demand for Fluor's services.
Rep. Cohen sold $15,001 - $50,000 in $FLR on 2025-12-29 — 35 days before HR6448, the TASA Act of 2025, which increases federal funding for airport projects.
Rep. Cohen sold $15,001 - $50,000 in $NOC on 2025-12-29 — 58 days before S3918, the Government Surveillance Transparency Act of 2026, which introduces reforms to government surveillance practices.
These flags identify timing coincidences between stock trades and legislative activity. They do not imply wrongdoing. Click any bill number or ticker to see the full analysis.
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Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
To amend title 49, United States Code, to clarify airport revenue use of local general sales taxes, and for other purposes.
HR6673 clarifies that local general sales taxes can be used for airport revenue under specific conditions, removing a federal restriction. This bill does not appropriate new funds but facilitates the use of existing local revenue for airport infrastructure projects. The direct market impact is limited to specific airports and their contractors.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 114, which directs the removal of U.S. Armed Forces from unauthorized hostilities in Iran, is in the early stage of legislative process, having been referred to the Senate Committee on Foreign Relations. This bill, if enacted, would reduce military engagement, potentially impacting defense contractors and oil prices. Related bills with similar objectives have failed to advance past committee discharge votes.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 118, aiming to withdraw U.S. forces from Iran, failed to advance in the Senate, indicating continued geopolitical risk premiums. Defense contractors, such as Lockheed Martin and RTX, have seen recent positive 7-day price changes, while major energy companies like Exxon Mobil and Chevron experienced negative 7-day changes.
NASA Transition Authorization Act of 2025
The NASA Transition Authorization Act of 2025 reauthorizes NASA programs through FY2025, providing a policy framework for sustained government investment in space exploration and technology. This bill, currently awaiting floor action, signals continued opportunities for aerospace and defense contractors involved in lunar, Mars, and commercial space station initiatives. Recent market data shows positive 7-day changes for $LMT (+6.57%), $RTX (+6.02%), $BA (+12.2%), $NOC (+3.6%), and $SPCE (+41.47%).
Government Surveillance Transparency Act of 2026
The Government Surveillance Transparency Act of 2026 (S.3918) introduces reforms to government surveillance practices, including eventual notification to targets and changes to non-disclosure orders. This bill, currently in the early committee stage, creates a bearish outlook for government contractors specializing in surveillance technology and services due to increased operational costs and reduced utility of surveillance contracts. No immediate market impact is expected as the bill progresses through the legislative process.
To waive certain requirements under section 306018 of title 54, United States Code, with respect to undertakings to upgrade public water systems and treatment works.
HR6353 streamlines public water system upgrades by waiving historic preservation requirements, accelerating project timelines and increasing demand for water infrastructure services and technology. This directly benefits companies in water treatment, piping, and construction. The bill's referral to subcommittee indicates progress towards enactment.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
The Senate's rejection of SJRES104, a joint resolution to remove U.S. Armed Forces from hostilities with Iran, maintains the executive branch's existing authority over military engagements. This outcome prevents an immediate shift in U.S. military posture in the Middle East, ensuring stability for defense contractors and energy markets. Defense spending and energy supply lines remain unaffected by this legislative action.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 117, introduced by Senator Schiff, directs the removal of U.S. Armed Forces from unauthorized hostilities in Iran, which is currently in the early stages of the legislative process. This bill, if enacted, would reduce the operational scope for defense contractors and could create instability in global oil markets. Defense sector stocks have shown mixed performance over the past 30 days, while oil majors have seen varied changes.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 116, which aimed to remove U.S. forces from unauthorized hostilities with Iran, was rejected by the Senate Committee on Foreign Relations on March 24, 2026. This outcome maintains the existing operational environment for defense contractors and does not introduce new geopolitical uncertainty that would directly impact oil prices from this specific legislative action. The defense sector has shown mixed performance over the last 30 days, with some tickers experiencing declines, while the energy sector has seen positive 30-day changes for most listed companies.
TASA Act of 2025
The TASA Act of 2025 directly increases federal funding for airport projects in distressed communities and U.S. territories, providing a clear financial boost for infrastructure development. This legislation immediately benefits companies involved in airport construction, equipment supply, and related services. The bill's bipartisan support ensures its passage and subsequent market impact.
Data sourced from the U.S. House of Representatives Office of the Clerk Financial Disclosure system. Stock prices from Financial Modeling Prep. Suspicious timing flags identify coincidences between stock trades and legislative activity and do not imply any wrongdoing or illegal activity. This is not financial advice.