Adam Smith (WA) sold $1K-$15K of $ABBNY (ABB LTD SPONS ADR) on Aug 8, 2025, part of 18 transactions in this filing.
HillSignal flagged 5 timing concerns on this filing — trades that line up closely with related legislative or contract activity.
Price Movement Since Trade
How the largest positions have moved from the trade date to the most recent close.
Showing the 6 largest positions. See every transaction in the table below.
Suspicious Timing Detected
5 flagsAdam Smith sold $1,001 - $15,000 in $UPS on 2025-08-08 — 26 days before HR747, the "Stop Chinese Fentanyl Act of 2025," which expands sanctions on Chinese entities involved in opioid and precursor production, a potentially bearish signal for global logistics.
Adam Smith sold $1,001 - $15,000 in $C on 2025-08-08 — 40 days before HR5427, the "Billionaires Income Tax Act," which proposes taxing unrealized gains annually for high-net-worth individuals, potentially impacting financial institutions.
Adam Smith sold $1,001 - $15,000 in $CVS on 2025-08-08 — 41 days before HR5454, the "Medicare Advantage Prompt Pay Act," which mandates stricter payment timelines for Medicare Advantage organizations, potentially affecting healthcare providers.
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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All Transactions
| Type | Ticker | Asset | Amount | Trade Price | Current | Change | Date |
|---|---|---|---|---|---|---|---|
| SELL | $ABBNY | ABB LTD SPONS ADR | $1K-$15K | $66.54 | — | — | Aug 8, 2025 |
| SELL | $ALK | Alaska Air Group, Inc. Common Stock | $1K-$15K | $52.28 | — | — | Aug 8, 2025 |
| SELL | $GOOG | Alphabet Inc. - Class C Capital Stock | $1K-$15K | $202.09 | — | — | Aug 8, 2025 |
| SELL | $AAPL | Apple Inc. - Common Stock | $1K-$15K | $229.35 | — | — | Aug 8, 2025 |
| SELL | $BRK.B | Berkshire Hathaway Inc. New Common Stock | $1K-$15K | — | — | — | Aug 8, 2025 |
| SELL | $C | Citigroup, Inc. Common Stock | $1K-$15K | $92.73 | — | — | Aug 8, 2025 |
| SELL | $CVS | CVS Health Corporation Common Stock | $1K-$15K | — | — | — | Aug 8, 2025 |
| SELL | $DE | Deere & Company Common Stock | $1K-$15K | $510.37 | — | — | Aug 8, 2025 |
| SELL | $MSFT | Microsoft Corporation - Common Stock | $1K-$15K | $522.04 | — | — | Aug 8, 2025 |
| SELL | $NEM | Newmont Corporation | $1K-$15K | $68.98 | — | — | Aug 8, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
CRP Improvement and Flexibility Act of 2025
HR5111 is an early-stage procedural bill modifying CRP haying/grazing rules and adding a continuous enrollment practice. It authorizes zero new funding and remains in House subcommittee. Market impact on agriculture-sector tickers is negligible — $ADM, $CTVA, and $DE see no revenue effect based on the legislative text and status.
Billionaires Income Tax Act
The Billionaires Income Tax Act (HR 5427) is an early-stage House bill proposing annual mark-to-market taxation of unrealized capital gains for billionaires. Real market data shows alternative asset managers Blackstone and Carlyle trading at $122.51 and $48.94 respectively after 7-day declines of 0.71% and 1.28%, with Carlyle down 6.94% over the past week. BlackRock at $1056.19 bucked the trend with a 7-day gain of 1.07%, reflecting its status as a potential beneficiary of capital rotation from illiquid to liquid assets. The bill remains stuck in committee with 32 cosponsors and no hearings — low probability of passage in the 119th Congress, but the market is already pricing structural risk.
Energy and Water Development and Related Agencies Appropriations Act, 2026
H.R. 4553 directly appropriates $2.755 billion for Army Corps of Engineers civil works — $2.555B for construction and $200M for investigations — creating immediate demand for heavy equipment and construction materials. The bill has passed the House, is on the Senate Legislative Calendar, and has high passage probability given its advanced stage and bipartisan appropriations process. Caterpillar, Vulcan Materials, and Martin Marietta are structurally positioned to benefit from this direct federal spending.
Improving Drought Monitoring Act
The Improving Drought Monitoring Act (H.R. 5610) is an early-stage authorization bill that reauthorizes the U.S. Drought Monitor program through FY2030 and creates an interagency working group to improve in-situ data integration. It contains zero direct spending or procurement mandates, making it a procedural, low-impact bill for public markets. Trimble ($TRMB) is the most structurally exposed public company due to its precision agriculture data platform, but any revenue impact requires future appropriations and is not guaranteed.
Protecting Free Vaccines Act of 2025
The Protecting Free Vaccines Act of 2025 is an early-stage bill (S.2857) that codifies existing ACIP vaccine coverage mandates through 2030 without expanding coverage, creating new funding, or changing market dynamics. The bill's impact on vaccine manufacturers and insurers is neutral: it removes regulatory uncertainty but provides no growth catalyst. All S&P 500 stocks covered have been declining over the past 30 days, with MRNA down 13.49% in the last week alone. This bill does not alter those trends.
Protecting Free Vaccines Act
The Protecting Free Vaccines Act (HR5448) is an early-stage House bill that would mandate zero-cost-sharing coverage for ACIP-recommended vaccines across Medicare, Medicaid, CHIP, and private insurance until 2030. Vaccine manufacturers like Pfizer and Moderna are structurally positioned to benefit from increased utilization, while health insurers like UnitedHealth face higher claims costs. CVS has mixed exposure as both insurer (Aetna) and vaccine administrator (CVS Pharmacy). The bill is referred to three committees with 72 cosponsors and has a Senate companion bill (S2857), but a long legislative path remains.
CITIBANK, NATIONAL ASSOCIATION: $184M Department of State Contract
Citibank, National Association, a subsidiary of Citigroup ($C), secured a $184 million contract from the Department of State for an Application Processing Solution. While significant, this contract represents a minor portion of Citigroup's vast annual revenue, indicating a neutral but steady revenue stream.
Medical Device Nonvisual Accessibility Act of 2025
HR5605, the Medical Device Nonvisual Accessibility Act, is in early committee stage with zero appropriation — a compliance mandate, not a spending bill. Home medical device makers face moderate retrofit costs but no immediate revenue impact. Market data shows medtech stocks already under broad 30-day pressure (-8% to -11%), and this bill adds a minor regulatory cost layer without near-term catalyst.
Stop Chinese Fentanyl Act of 2025
HR747 (Stop Chinese Fentanyl Act) is an early-stage House bill expanding sanctions definitions for Chinese entities involved in opioid precursors. The bill has been reported by committee but faces a long legislative path. Market data shows chemicals ($DD, $ECL) are near 30-day lows while logistics ($UPS, $FDX, $CHRW) have rallied 12-15% in the last month, indicating no market pricing of this bill's risk. Impact score is low at 2 because the bill authorizes zero funding, remains early-stage, and would affect a narrow subset of US-China chemical trade.
Medicare Advantage Prompt Pay Act
The Medicare Advantage Prompt Pay Act (HR5454) is early-stage legislation that would mandate MA plans to pay 95% of clean claims within 14 days (electronic in-network) or 30 days (other). This eliminates float income and increases administrative costs for MA insurers. Recent rallies in UNH (+3.3% 7-day), HUM (+12.12%), ELV (+8.12%), MOH (+10.8%), and CVS (+6.9%) appear disconnected from this structural headwind.
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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.