New Pelosi Trades + Insider Buying Heats Up in Financials and Cyclicals

THE QUIVER QUANT
EXECUTIVE SUMMARY

Bottom Line: Members of Congress have stayed busy with their portfolios. Insider buying notched another solid week, with net purchases climbing across large-cap names and a clear tilt toward rate‑sensitive financials and beaten‑up cyclicals.

Congressional trading is still running hot into key policy debates, with activity clustering in defense, healthcare, and mega-cap tech tickers that stand to move with any headline risk.

Fresh financial disclosures show Nancy Pelosi filed roughly $34 million in new stock-related transactions, a headline-grabbing mix of large outright sales and smaller, directional call-option purchases that keep her exposure to megacap technology while trimming cash-equity positions.

On the institutional side, fresh 13F filings show funds quietly opening new positions in select infrastructure, fintech, and high‑growth healthcare names-often in size and well ahead of the retail crowd.

Quiver’s Insider Purchases Strategy has stayed hot over the last week, with a 1.73% return, bringing it to +14.3% over the last 30 days.

However, the highest performance of the week belongs to the Tina Smith Strategy, which is up 2.31% on the week thanks to a 5% pop in the last 5 days driven by investors cheering preliminary Q4 and 2025 revenue + upbeat 2026 growth and margin outlook.

STRATEGY PERFORMANCE

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In today’s edition:

• The Editorial Quant Preview

• Quiver News: What We’re Watching

• Social Media Roundup

  -David Love

THE EDITORIAL QUANT
The Regional Bank That's Quietly Rewriting Crypto and Deposit Rules

KeyCorp has spent the last year being a very normal regional bank: paying a 3–4% dividend, putting out middle-of-the-road earnings, trudging out of the regional-bank mini-crisis. Analysts call it a "Moderate Buy" and argue over whether the price target should be $22 or $23 instead of $20.

Then, on January 13th, a lobbying disclosure hit that changed the picture entirely. KeyCorp dropped a $300,000 lobbying spend, and the topics are anything but boring:

• Stablecoin legislation and crypto custody rules

• FDIC deposit insurance reform

• Capital requirements for regional banks

Meanwhile, four insiders bought $2.1M in shares over the past 30 days—the most concentrated buying we've seen at KEY since Q2 2023.

Why it matters: This is the exact pattern our lobbying-insider convergence signal is designed to catch. When a company suddenly increases political spend on legislation that could materially impact their business—and insiders are buying—it's worth paying attention. See the full KEY breakdown →

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QUIVER NEWS
What we’re watching:
→ Rep. Kevin Hern Sells UNH

Representative Kevin Hern disclosed the sale of his entire position in UnitedHealth Group ($UNH), worth between $250,001 and $500,000: Read analysis →

→ Pelosi Files $34M in New Trades

Fresh financial disclosures show Nancy Pelosi filed roughly $34 million in new stock-related transactions, a headline-grabbing mix of large outright sales: Read analysis →

→ U.S. GDP Growth

U.S. economic growth in the third quarter of 2025 was revised higher, with real gross domestic product increasing at a 4.4% annualized rate: Read analysis →

SOCIAL MEDIA ROUNDUP
WHAT QUIVER’S POSTING

@quiverquant

IT’S HEATIN’ UP 🔥 #quiverquant #investing #stocks #trump #fyp