House/Senate Cluster Trades

{
  "pack": "congress-trades",
  "title": "House/Senate Cluster Trades",
  "version": "congress-cluster-relaxed-net-v0.1+2026-06-01",
  "asOf": "2026-06-01",
  "status": "bridge",
  "source": {
    "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES",
    "sample": false,
    "urls": [
      "https://www.capitoltrades.com/",
      "https://www.capitoltrades.com/trades?page=1",
      "https://www.capitoltrades.com/trades?page=35",
      "https://www.capitoltrades.com/trades?page=4",
      "https://www.capitoltrades.com/trades?page=10",
      "https://www.capitoltrades.com/trades?page=5",
      "https://www.capitoltrades.com/trades?page=60",
      "https://www.capitoltrades.com/trades?page=22",
      "https://www.capitoltrades.com/trades?page=48",
      "https://www.capitoltrades.com/trades?page=67",
      "https://www.capitoltrades.com/trades?page=15",
      "https://www.capitoltrades.com/trades?page=33",
      "https://www.capitoltrades.com/trades?page=51",
      "https://www.capitoltrades.com/trades?page=52",
      "https://www.capitoltrades.com/trades?page=21",
      "https://www.capitoltrades.com/trades?page=61",
      "https://www.capitoltrades.com/trades?page=62",
      "https://www.capitoltrades.com/trades?page=23",
      "https://www.capitoltrades.com/trades?page=34",
      "https://www.capitoltrades.com/trades?page=37",
      "https://www.capitoltrades.com/trades?page=50",
      "https://www.capitoltrades.com/trades?page=64",
      "https://www.capitoltrades.com/trades?page=53"
    ],
    "freshnessNotes": [
      "Source artifact generated at 2026-06-04T16:34:49Z."
    ],
    "limitations": [
      "Strict default filters currently surface no positions, which is a useful safety signal rather than a failure.",
      "Provider-normalized data still needs official disclosure verification at scale.",
      "Uses disclosure dates, not transaction dates, to avoid look-ahead bias.",
      "Position source records include CapitolTrades pages; official House/Senate filing links still need reconciliation before commercial use."
    ]
  },
  "methodologyVersion": "congress-cluster-relaxed-net-v0.1",
  "signals": [
    {
      "ticker": "T",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 12,
      "summary": "3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 11.0d. Net buy midpoint $48,500 after $8,000 same-window sells.",
      "convictionSignals": [
        "Target weight 12%",
        "Source score 6.923",
        "3 officials",
        "Officials: David Taylor, Rohit Khanna, Timothy Moore",
        "4 source transactions",
        "Buy midpoint $56,500",
        "Net buy midpoint $48,500",
        "Same-window sells $8,000",
        "3 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:t"
      ],
      "ethosScores": []
    },
    {
      "ticker": "SPG",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 11.23,
      "summary": "2 officials disclosed 2 buys totaling midpoint $40,500; avg lag 23.5d. Net buy midpoint $40,500 after $0 same-window sells.",
      "convictionSignals": [
        "Target weight 11.23%",
        "Source score 4.372",
        "2 officials",
        "Officials: Jonathan Jackson, William Keating",
        "2 source transactions",
        "Buy midpoint $40,500",
        "Net buy midpoint $40,500",
        "2 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:spg"
      ],
      "ethosScores": []
    },
    {
      "ticker": "AMD",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 10.417,
      "summary": "3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 22.3d. Net buy midpoint $56,500 after $0 same-window sells.",
      "convictionSignals": [
        "Target weight 10.417%",
        "Source score 4.055",
        "3 officials",
        "Officials: Gilbert Cisneros, Joshua Gottheimer, Rohit Khanna",
        "4 source transactions",
        "Buy midpoint $56,500",
        "Net buy midpoint $56,500",
        "3 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:amd"
      ],
      "ethosScores": []
    },
    {
      "ticker": "UNH",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 9.48,
      "summary": "3 officials disclosed 4 buys totaling midpoint $32,000; avg lag 21.0d. Net buy midpoint $32,000 after $0 same-window sells.",
      "convictionSignals": [
        "Target weight 9.48%",
        "Source score 3.69",
        "3 officials",
        "Officials: Gilbert Cisneros, Maria Elvira Salazar, Rohit Khanna",
        "4 source transactions",
        "Buy midpoint $32,000",
        "Net buy midpoint $32,000",
        "3 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:unh"
      ],
      "ethosScores": []
    },
    {
      "ticker": "MA",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 9.372,
      "summary": "2 officials disclosed 5 buys totaling midpoint $89,000; avg lag 20.2d. Net buy midpoint $81,000 after $8,000 same-window sells.",
      "convictionSignals": [
        "Target weight 9.372%",
        "Source score 3.648",
        "2 officials",
        "Officials: Michael McCaul, Rohit Khanna",
        "5 source transactions",
        "Buy midpoint $89,000",
        "Net buy midpoint $81,000",
        "Same-window sells $8,000",
        "4 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:ma"
      ],
      "ethosScores": []
    },
    {
      "ticker": "DASH",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 9.052,
      "summary": "2 officials disclosed 6 buys totaling midpoint $48,000; avg lag 23.2d. Net buy midpoint $48,000 after $0 same-window sells.",
      "convictionSignals": [
        "Target weight 9.052%",
        "Source score 3.524",
        "2 officials",
        "Officials: Gilbert Cisneros, Rohit Khanna",
        "6 source transactions",
        "Buy midpoint $48,000",
        "Net buy midpoint $48,000",
        "3 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:dash"
      ],
      "ethosScores": []
    },
    {
      "ticker": "CARR",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 8.971,
      "summary": "2 officials disclosed 4 buys totaling midpoint $56,500; avg lag 14.8d. Net buy midpoint $56,500 after $0 same-window sells.",
      "convictionSignals": [
        "Target weight 8.971%",
        "Source score 3.492",
        "2 officials",
        "Officials: Maria Elvira Salazar, Rohit Khanna",
        "4 source transactions",
        "Buy midpoint $56,500",
        "Net buy midpoint $56,500",
        "3 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:carr"
      ],
      "ethosScores": []
    },
    {
      "ticker": "SPGI",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 8.891,
      "summary": "2 officials disclosed 5 buys totaling midpoint $40,000; avg lag 18.0d. Net buy midpoint $32,000 after $8,000 same-window sells.",
      "convictionSignals": [
        "Target weight 8.891%",
        "Source score 3.461",
        "2 officials",
        "Officials: Michael McCaul, Rohit Khanna",
        "5 source transactions",
        "Buy midpoint $40,000",
        "Net buy midpoint $32,000",
        "Same-window sells $8,000",
        "4 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:spgi"
      ],
      "ethosScores": []
    }
  ],
  "ethos": [
    {
      "id": "momentum-default",
      "status": "warn",
      "summary": "Relaxed cluster settings surface 10 current candidates led by T, SPG, AMD, UNH, MA. Momentum lens treats this as actionable research context, not an execution signal."
    },
    {
      "id": "bogle-default",
      "status": "warn",
      "summary": "Diversification lens allows this as a bounded strategy sleeve, but not as a core portfolio allocation."
    },
    {
      "id": "moat-builder",
      "status": "not-applied",
      "summary": "Quality/moat scoring needs issuer fundamentals before this congressional flow artifact should claim fundamental conviction."
    }
  ],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "blockedReasons": [],
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution disabled",
        "status": "pass",
        "message": "House/Senate Cluster Trades is research output only. SignalPack does not place trades."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval required",
        "status": "pass",
        "message": "Any downstream order draft requires explicit human approval outside this artifact."
      },
      {
        "id": "freshness-and-source-lag",
        "label": "Freshness and lag visible",
        "status": "warn",
        "message": "Cluster tracker uses disclosure dates, not trade dates; entries can already be stale."
      },
      {
        "id": "concentration-review",
        "label": "Concentration review",
        "status": "warn",
        "message": "Artifact proposes 10 positions and 5% cash."
      }
    ]
  },
  "handoff": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "nextAgentAction": "prepare_review_brief"
  }
}

{
  "id": "congress-trades:latest",
  "pack": "congress-trades",
  "version": "congress-cluster-relaxed-net-v0.1+2026-06-01",
  "asOf": "2026-06-01",
  "sourceSummary": {
    "sourceType": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES",
    "sample": false,
    "description": "House and Senate disclosure clusters using disclosure date, buy count, official count, lag, dollar thresholds, and the net-positive buy/sell overlay.",
    "filingCount": 11,
    "sourceUrls": [
      "https://www.capitoltrades.com/",
      "https://www.capitoltrades.com/trades?page=1",
      "https://www.capitoltrades.com/trades?page=35",
      "https://www.capitoltrades.com/trades?page=4",
      "https://www.capitoltrades.com/trades?page=10",
      "https://www.capitoltrades.com/trades?page=5",
      "https://www.capitoltrades.com/trades?page=60",
      "https://www.capitoltrades.com/trades?page=22",
      "https://www.capitoltrades.com/trades?page=48",
      "https://www.capitoltrades.com/trades?page=67",
      "https://www.capitoltrades.com/trades?page=15",
      "https://www.capitoltrades.com/trades?page=33",
      "https://www.capitoltrades.com/trades?page=51",
      "https://www.capitoltrades.com/trades?page=52",
      "https://www.capitoltrades.com/trades?page=21",
      "https://www.capitoltrades.com/trades?page=61",
      "https://www.capitoltrades.com/trades?page=62",
      "https://www.capitoltrades.com/trades?page=23",
      "https://www.capitoltrades.com/trades?page=34",
      "https://www.capitoltrades.com/trades?page=37",
      "https://www.capitoltrades.com/trades?page=50",
      "https://www.capitoltrades.com/trades?page=64",
      "https://www.capitoltrades.com/trades?page=53"
    ],
    "freshnessNotes": [
      "Source artifact generated at 2026-06-04T16:34:49Z."
    ],
    "limitations": [
      "Strict default filters currently surface no positions, which is a useful safety signal rather than a failure.",
      "Provider-normalized data still needs official disclosure verification at scale.",
      "Uses disclosure dates, not transaction dates, to avoid look-ahead bias.",
      "Position source records include CapitolTrades pages; official House/Senate filing links still need reconciliation before commercial use.",
      "Ethos scoring has not yet been applied to this finance-derived bridge artifact.",
      "Cluster tracker uses disclosure dates, not trade dates; entries can already be stale.",
      "This model excludes options and sells by default. Sells are treated as avoid/reduce signals, not shorts.",
      "Net-positive overlay applied: same-window stock-sale midpoint is subtracted and net buy midpoint must remain above the buy-value threshold."
    ]
  },
  "inputs": [
    {
      "id": "congress-trades:source:latest",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES",
      "cik": "n/a",
      "managerName": "Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay",
      "accessionNumber": "congress_cluster_tracker_relaxed:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/"
    },
    {
      "id": "congress-trades:source:t",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "AT&T Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:T:latest",
      "filedAt": "2026-05-29",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=1"
    },
    {
      "id": "congress-trades:source:spg",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "Simon Property Group Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:SPG:latest",
      "filedAt": "2026-05-28",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=10"
    },
    {
      "id": "congress-trades:source:amd",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "Advanced Micro Devices Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:AMD:latest",
      "filedAt": "2026-05-20",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=35"
    },
    {
      "id": "congress-trades:source:unh",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "Unitedhealth Group Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:UNH:latest",
      "filedAt": "2026-05-13",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=22"
    },
    {
      "id": "congress-trades:source:ma",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "Mastercard Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:MA:latest",
      "filedAt": "2026-05-13",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=15"
    },
    {
      "id": "congress-trades:source:dash",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "DoorDash Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:DASH:latest",
      "filedAt": "2026-05-13",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=21"
    },
    {
      "id": "congress-trades:source:carr",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "Carrier Global Corp (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:CARR:latest",
      "filedAt": "2026-05-13",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=23"
    },
    {
      "id": "congress-trades:source:spgi",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "S&P Global Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:SPGI:latest",
      "filedAt": "2026-05-13",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=37"
    },
    {
      "id": "congress-trades:source:ibm",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "International Business Machines Corp (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:IBM:latest",
      "filedAt": "2026-05-13",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=15"
    },
    {
      "id": "congress-trades:source:el",
      "type": "CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION",
      "cik": "n/a",
      "managerName": "The Estee Lauder Cos Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)",
      "accessionNumber": "congress_cluster_tracker_relaxed:EL:latest",
      "filedAt": "2026-05-13",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://www.capitoltrades.com/trades?page=22"
    }
  ],
  "changes": [
    {
      "ticker": "T",
      "issuerName": "AT&T Inc",
      "action": "new",
      "currentWeightPct": 12,
      "filerCount": 3,
      "convictionSignals": [
        "Target weight 12%",
        "Source score 6.923",
        "3 officials",
        "Officials: David Taylor, Rohit Khanna, Timothy Moore",
        "4 source transactions",
        "Buy midpoint $56,500",
        "Net buy midpoint $48,500",
        "Same-window sells $8,000",
        "3 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:t"
      ],
      "reviewStatus": "candidate",
      "summary": "3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 11.0d. Net buy midpoint $48,500 after $8,000 same-window sells."
    },
    {
      "ticker": "SPG",
      "issuerName": "Simon Property Group Inc",
      "action": "new",
      "currentWeightPct": 11.23,
      "filerCount": 2,
      "convictionSignals": [
        "Target weight 11.23%",
        "Source score 4.372",
        "2 officials",
        "Officials: Jonathan Jackson, William Keating",
        "2 source transactions",
        "Buy midpoint $40,500",
        "Net buy midpoint $40,500",
        "2 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:spg"
      ],
      "reviewStatus": "candidate",
      "summary": "2 officials disclosed 2 buys totaling midpoint $40,500; avg lag 23.5d. Net buy midpoint $40,500 after $0 same-window sells."
    },
    {
      "ticker": "AMD",
      "issuerName": "Advanced Micro Devices Inc",
      "action": "new",
      "currentWeightPct": 10.417,
      "filerCount": 3,
      "convictionSignals": [
        "Target weight 10.417%",
        "Source score 4.055",
        "3 officials",
        "Officials: Gilbert Cisneros, Joshua Gottheimer, Rohit Khanna",
        "4 source transactions",
        "Buy midpoint $56,500",
        "Net buy midpoint $56,500",
        "3 position source URLs",
        "Disclosure-date cluster + net-positive overlay passed"
      ],
      "sourceIds": [
        "congress-trades:source:latest",
        "congress-trades:source:amd"
      ],
      "reviewStatus": "candidate",
      "summary": "3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 22.3d. Net buy midpoint $56,500 after $0 same-window sells."
    }
  ],
  "ethosScores": [],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "blockedReasons": [],
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution disabled",
        "status": "pass",
        "message": "House/Senate Cluster Trades is research output only. SignalPack does not place trades."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval required",
        "status": "pass",
        "message": "Any downstream order draft requires explicit human approval outside this artifact."
      },
      {
        "id": "freshness-and-source-lag",
        "label": "Freshness and lag visible",
        "status": "warn",
        "message": "Cluster tracker uses disclosure dates, not trade dates; entries can already be stale."
      },
      {
        "id": "concentration-review",
        "label": "Concentration review",
        "status": "warn",
        "message": "Artifact proposes 10 positions and 5% cash."
      }
    ]
  }
}