Julia Letlow
Tickers in This Filing
Suspicious Timing Detected
4 flagsRep. Letlow bought $1,001 - $15,000 in $TSM on 2026-02-02 — 8 days before the Taiwan Energy Security and Anti-Embargo Act of 2026 (S2722) advanced to the Senate Legislative Calendar, a bill that could impact semiconductor supply chains.
Rep. Letlow bought $1,001 - $15,000 in $TRV on 2026-02-20 — 17 days before HR7862, a bill aiming to limit the application of the Endangered Species Act with respect to the national flood insurance program, was introduced.
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 | Date |
|---|---|---|---|---|
| BUY | $AMD | Advanced Micro Devices, Inc. (AMD) | $1K-$15K | Feb 2, 2026 |
| BUY | $AAPL | Apple Inc. - Common Stock (AAPL) | $1K-$15K | Feb 2, 2026 |
| BUY | $BA | Boeing Company (BA) | $1K-$15K | Feb 2, 2026 |
| BUY | $CSCO | Cisco Systems, Inc. - Common Stock (CSCO) | $1K-$15K | Feb 2, 2026 |
| BUY | $CMI | Cummins Inc. Common Stock (CMI) | $1K-$15K | Feb 4, 2026 |
| BUY | $EXR | Extra Space Storage Inc Common Stock (EXR) | $1K-$15K | Feb 12, 2026 |
| BUY | $IBM | International Business Machines Corporation Common Stock (IBM) | $1K-$15K | Feb 2, 2026 |
| BUY | $DRS | Leonardo DRS, Inc. - Common Stock (DRS) | $1K-$15K | Feb 2, 2026 |
| BUY | $META | Meta Platforms, Inc. - Class A Common Stock (META) | $1K-$15K | Feb 12, 2026 |
| BUY | $PEP | Pepsico, Inc. (PEP) | $1K-$15K | Feb 5, 2026 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Small Business Relief Act
HR4130, the Small Business Relief Act, amends SEC registration thresholds to exclude qualified institutional buyers and institutional accredited investors from the shareholder count. This reduces the likelihood and urgency for private companies to go public, directly weighing on future listing revenue for exchange operators. The bill is actively progressing through the House with committee approval and a Union Calendar placement, but remains in early legislative stages.
To prohibit a person from making a misleading recycled content claim in advertising, marketing, selling, or offering for sale a product to a consumer, and for other purposes.
HR7502 proposes a federal standard prohibiting misleading recycled content claims in consumer product marketing. The bill is in early committee stage with 9 cosponsors and limited legislative momentum. For $PG, $KO, $PEP, $KMB, and $CL, the bill imposes added compliance costs with no revenue offset — structurally bearish but low probability of passage in current form.
PROTECT Taiwan Act
HR1531 (PROTECT Taiwan Act) is an early-stage bill that authorizes no spending and creates only contingent geopolitical risk for major U.S. banks with Asia exposure. Real market data shows C, BAC, and MS are all trading near their 52-week highs with positive momentum over the last 30 days. No immediate market impact; the bill remains in committee.
Driver Technology and Pedestrian Safety Act of 2025
HR3360 is a non-binding study bill requiring a DOT-contracted National Academies report on touchscreen driver distractions. It authorizes zero funding, imposes no compliance costs, and has no regulatory or market impact on any public company. Single sponsorship and subcommittee-only status make passage highly unlikely.
Taiwan Energy Security and Anti-Embargo Act of 2026
The Taiwan Energy Security and Anti-Embargo Act of 2026 has advanced to the Senate Legislative Calendar with active bipartisan sponsorship, directly benefiting U.S. LNG exporters and midstream operators through statutory preference for Taiwan-linked LNG exports. Real market data confirms $LNG up 5.85% and $ET up 3.19% over the past 7 days, reflecting growing legislative momentum and structural demand from Taiwan's semiconductor sector.
Deterring Adversarial Access to Americans’ Data Act
HR7509 is an early-stage bill that would deny tax benefits to firms using foreign adversary-controlled technology. At present, it has been referred to the House Ways and Means Committee with no further action. Market impact is minimal — the bill faces a long legislative path and funding mechanism definition is absent.
Advanced Weather Model Computing Development Act
S.3854 is an early-stage, unfunded authorization bill that creates no immediate market impact. It establishes a procurement framework for HPC and cloud services at DOE-NOAA, structurally benefiting NVIDIA (GPUs), HPE (Cray supercomputers), and AWS (cloud compute). The bill is in referral stage with only 2 actions since Feb 2026 — a long legislative path remains.
Ohio River Restoration Program Act of 2026
The Ohio River Restoration Program Act of 2026 (S.3796) is an early-stage authorization bill with zero appropriated funding. Water utilities WTRG and AWK have structural Ohio River Basin exposure but face no immediate market impact. The bill has been referred to committee in the Senate with no further action since introduction.
ePermit Act
The ePermit Act (S.3800) is an early-stage bill that would mandate all federal agencies shift NEPA environmental reviews to cloud-based digital platforms. While no funding is attached, the legislative mandate signals long-term procurement tailwinds for $ORCL, $CRM, $MSFT, and $AMZN. All four stocks have experienced recent declines of 1-7% in the past 7 days, but the structural demand catalyst from a future appropriation or agency budget reallocation remains positive.
Small Business Artificial Intelligence Training Act of 2026
S.3888 is an early-stage, unfunded authorization bill. It creates no direct revenue stream for any public company. Market impact is negligible at this legislative stage.
Other Filings by Julia Letlow
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.