David Rouzer
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Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
To amend the Export Control Reform Act of 2018 to provide for expedited consideration of proposals for additions to, removals from, or other modifications with respect to entities on the Entity List, and for other purposes.
HR8169 expedites additions and removals from the Entity List, increasing regulatory speed for the U.S. government. This creates immediate supply chain risks and opportunities for technology and manufacturing companies, requiring rapid adaptation to new export controls. Companies with diversified supply chains and customer bases are better positioned.
Made in America Jobs Act of 2026
The 'Made in America Jobs Act of 2026' expands grant eligibility for projects that relocate employment to the U.S. and facilitate manufacturing growth, directly benefiting U.S. manufacturing and infrastructure companies. This bill creates financial incentives for companies to reshore operations, driving domestic investment and job creation. Companies involved in industrial equipment and manufacturing processes stand to gain from increased domestic demand and government-backed initiatives.
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.
Supersonic Aviation Modernization Act
The Supersonic Aviation Modernization Act, HR3410, has advanced significantly in the House, being reported out of committee and placed on the Union Calendar. This bill aims to establish a regulatory framework for civil supersonic flight over land in the US, directly benefiting aerospace manufacturers and engine developers. While no explicit funding is authorized, the regulatory clarity could stimulate investment in supersonic technology.
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 bill to reinforce the Foreign Corrupt Practices Act of 1977 by establishing a limitations period of 10 years for antibribery offenses, and for other purposes.
S.4029 extends the statute of limitations for FCPA antibribery offenses to 10 years, increasing legal exposure and compliance costs for multinational corporations. This creates a more stringent enforcement environment for global businesses, directly impacting companies with significant international operations. Increased regulatory risk and potential for larger penalties will negatively affect these companies.
A joint resolution providing for congressional disapproval of the proposed licensing of certain defense articles and services to Israel.
S.J. Res. 136 immediately prohibits the licensing of specific defense articles and services to Israel, including 5,000 Small Diameter Bomb Weapon Systems. This action halts revenue streams for U.S. defense contractors involved in these transactions, creating direct financial losses for companies like Lockheed Martin, Raytheon Technologies, and Boeing. The bill directly impacts existing contracts and future sales in a key international defense market.
To amend the Defense Production Act of 1950 to address workforce and skilled labor needs for the national defense, and for other purposes.
HR8133 directly addresses skilled labor shortages in the defense industrial base, ensuring continued production capacity. This bill provides a direct tailwind for major defense contractors by stabilizing their workforce and reducing production bottlenecks. Companies like Lockheed Martin ($LMT) and RTX Corp ($RTX) will benefit from a more robust labor supply.
A bill to call for accountability for the killing of innocent civilians, including 5-year-old Hind Rajab and two paramedics, in an attack in Gaza City on January 29, 2024, by Israel Defense Forces, to require the Secretary of State to report to Congress on the attack, and for other purposes.
S.4095, the 'Justice for Hind Rajab Act,' introduced in the Senate, scrutinizes U.S. military aid to Israel, which could lead to reduced sales for defense contractors. Despite this, Lockheed Martin ($LMT), RTX Corp ($RTX), Boeing ($BA), and General Dynamics ($GD) have all shown positive 7-day gains, with Boeing up +12.2%. The bill is in an early legislative stage, referred to the Committee on Foreign Relations.
Making further consolidated appropriations for the fiscal year ending September 30, 2026, and for other purposes.
HR7147 provides short-term funding for the Department of Homeland Security (DHS) through May 22, 2026, at FY2025 levels, ending a partial shutdown. This stabilizes existing contracts but delays long-term appropriations, maintaining uncertainty for contractors. The bill specifically appropriates $316,295,000 for the Office of the Secretary's operations and support, and $8,911,000 for procurement, construction, and improvements.
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.