Greg Landsman
Price Movement Since Trade
How each stock has moved from the trade date to the most recent close.
Suspicious Timing Detected
2 flagsRep. Landsman sold $15K-$50K in Exxon Mobil (XOM) on Oct 15, 2024 — 113 days before the No Tax Breaks for Outsourcing Act (S409) was introduced, a bill that would increase taxes on multinationals like Exxon.
Rep. Landsman sold $1K-$15K in NextEra Energy (NEE) on Oct 15, 2024 — 115 days before the SMARTER Act (HR1148) was introduced, which removes federal support for smart grid cost recovery, a bearish signal for NEE.
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 | $AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K-$50K | $187.69 | — | — | Oct 15, 2024 |
| SELL | $AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K-$50K | $187.69 | — | — | Oct 15, 2024 |
| SELL | $FANG | Diamondback Energy, Inc. - Common Stock (FANG) [ST] | $15K-$50K | $179.77 | — | — | Oct 15, 2024 |
| SELL | $XOM | Exxon Mobil Corporation Common Stock (XOM) [ST] | $15K-$50K | $120.35 | — | — | Oct 15, 2024 |
| SELL | $PSX | Phillips 66 Common Stock (PSX) [ST] | $15K-$50K | $131.40 | — | — | Oct 15, 2024 |
| SELL | $LNG | Cheniere Energy, Inc. Common Stock (LNG) [ST] | $1K-$15K | $183.79 | $270.06 | +46.9% | Oct 15, 2024 |
| SELL | $CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | $1K-$15K | — | — | — | Oct 15, 2024 |
| SELL | $LIN | Linde plc - Ordinary Shares (LIN) [ST] | $1K-$15K | $480.71 | $507.92 | +5.7% | Oct 15, 2024 |
| SELL | $NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | $1K-$15K | $82.79 | — | — | Oct 15, 2024 |
| SELL | $NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | $1K-$15K | $82.79 | — | — | Oct 15, 2024 |
Connected Legislative Activity
5 signalsThese bills and contracts share tickers or sectors with this filing's trades.
No Tax Breaks for Outsourcing Act
The No Tax Breaks for Outsourcing Act (S409) would eliminate tax deferral on foreign profits for U.S. multinationals, increasing effective tax rates by 5-8 percentage points. The bill is in early stages (referred to Senate Finance Committee, 19 cosponsors) and poses a 4-8% annual net income headwind for high international-exposure companies. Despite 8-30% rallies in the last 30 days across MSFT, AAPL, GOOGL, KO, PG, XOM, and CVX, this legislative risk is not currently priced into valuations.
Health Care Providers Safety Act of 2025
HR 612 is an early-stage authorization bill with zero appropriated funding. Market impact is minimal until a separate appropriations bill passes. The bill signals Congressional intent to support healthcare security spending but creates no immediate revenue for cybersecurity or physical security companies.
Growing and Preserving Innovation in America Act of 2025
HR1062 permanently locks in higher FDII and GILTI deductions for US multinationals, preventing a ~3.3 ppt effective tax rate increase on foreign IP income scheduled for 2026. This directly boosts after-tax net income for companies with large international revenue streams, including MSFT, AAPL, GOOGL, AMZN, NVDA, JNJ, PFE, KO, and PG. The bill is in early committee stage — structural impact is contingent on passage through the 119th Congress.
CENTRAL PLATEAU CLEANUP COMPANY, LLC: $821M Department of Energy Contract
This $821 million contract to Central Plateau Cleanup Company, LLC, a subsidiary of BWX Technologies, Inc., represents a significant revenue boost for the parent company, reinforcing its position in nuclear waste cleanup and environmental services. The award is particularly impactful given its size relative to BWXT's annual revenue and aligns with ongoing legislative efforts to fund critical infrastructure and environmental remediation.
SMARTER Act
The SMARTER Act (HR1148) introduces direct bearish policy risk for the smart grid ecosystem. The bill removes federal support for smart grid cost recovery and requires states to consider banning ratepayer cost recovery entirely. Pure-play supplier Itron ($ITRI) faces the highest revenue exposure, with a 30-day decline of -5.44% and current price at $84.75 near its 52-week low of $78.53. Major utilities NextEra ($NEE), Duke ($DUK), and Sempra ($SRE) face regulatory uncertainty that could slow their multi-billion dollar grid modernization programs, though their diversified rate bases partially buffer the near-term impact. The bill is early-stage (referred to committee Feb 2025), but its legislative direction is unambiguous and negative for smart grid investment.
Other Filings by Greg Landsman
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.