Michael T. McCaul
Tickers in This Filing
Price Movement Since Trade
How each stock has moved from the trade date to the most recent close.
Suspicious Timing Detected
5 flagsRep. McCaul bought $1M-$5M in $AAPL and NVDA on Jan 30, 2025 — just 7 days before he introduced HR1062, which would lock in permanent tax breaks for US tech corporations like Apple and Nvidia.
Rep. McCaul bought $1M-$5M in $SHEL on Jan 9, 2025 — 7 days before the Offshore Energy Security Act (S.109) was introduced, a bill mandating Gulf of Mexico oil lease sales that directly benefits Shell.
Rep. McCaul bought $1M-$5M in $UNH on Jan 14 and again on Jan 9, 2025 — 10 and 15 days before the Sustainable Cardiopulmonary Rehabilitation Services in the Home Act (S.248) was introduced, a bill expanding Medicare home-care coverage that directly benefits UnitedHealth.
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 |
|---|---|---|---|---|---|---|---|
| BUY | Other | LLM FAMILY INVESTMENTS LP(Other) | $1,000,001-$5,000,000 | — | — | — | Jan 28, 2025 |
| BUY | Other | COLUMBIA FLOATING RATE(Other) | $1,000,001-$5,000,000 | — | — | — | Jan 22, 2025 |
| BUY | Other | ALLOCATE PREMIER ACCESS FUND(Other) | $1,000,001-$5,000,000 | — | — | — | Jan 22, 2025 |
| BUY | Municipal Bond | OHIO ST HIGHER ED GO BDS(Municipal Bond) | $1,000,001-$5,000,000 | — | — | — | Jan 17, 2025 |
| BUY | $HUM | HUMANA INC | $1,000,001-$5,000,000 | — | $223.62 | — | Jan 23, 2025 |
| BUY | $GPC | GENUINE PARTS CO | $1,000,001-$5,000,000 | — | — | — | Jan 13, 2025 |
| BUY | $AJG | GALLAGHER ARTHUR J & CO | $1,000,001-$5,000,000 | — | — | — | Jan 8, 2025 |
| BUY | Municipal Bond | KING CO WA SD#407(Municipal Bond) | $1,000,001-$5,000,000 | — | — | — | Jan 16, 2025 |
| BUY | Other | FORMENTERA(Other) | $1,000,001-$5,000,000 | — | — | — | Jan 31, 2025 |
| BUY | $CVS | CVS HEALTH CORP | $1,000,001-$5,000,000 | — | — | — | Jan 13, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Fair Access to Banking Act
HR987, the Fair Access to Banking Act, is an early-stage bill with 92 cosponsors that has been referred to committee with no hearings or markups. With no funding authorization and manageable incremental compliance costs, market impact is minimal. Financial sector stocks show no price movement attributable to this bill. JPMorgan ($312.83) has gained 6.35% in 30 days and Bank of America ($53.27) has gained 9.25% in 30 days on broader sector strength, not this legislation.
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.
Offshore Energy Security Act of 2025
S. 109 mandates 20 Gulf of Mexico lease sales over 10 years, locking in a predictable offshore drilling schedule. The bill is in early legislative stages, reducing near-term probability, but its passage would structurally benefit pure-play Gulf operators like Occidental, Chevron, and ExxonMobil by removing regulatory uncertainty. Market data shows a broad 7-day energy sector bounce with OXY leading at +5.07%, but the 30-day trend remains deeply negative (-8.27% for OXY, -9.8% for XOM) indicating the sector is pricing in headwinds beyond this bill.
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.
Alternatives to PAIN Act
The Alternatives to PAIN Act (HR1227) is an early-stage House bill that would eliminate deductibles and lower co-pays for non-opioid pain management drugs under Medicare Part D, effective January 1, 2026. The bill has been referred to two committees with no further action since February 2025. Market impact on Part D sponsors (UNH, CVS, HUM, CI) is currently negligible because the bill is unfunded, in early legislative stages, and faces an uncertain path to enactment.
9/11 Responder and Survivor Health Funding Correction Act of 2025
HR1410 is an early-stage bill modifying the World Trade Center Health Program's funding formula and expanding mental health provider eligibility. It does not appropriate funds, has only been referred to committee, and has no direct near-term market impact on publicly traded healthcare companies.
Unemployment Integrity Act of 2025
The Unemployment Integrity Act of 2025 (HR1119) is an early-stage bill referred to committee in February 2025 with zero near-term market impact. Recent price action in $KFRC (+39% in 7 days, +54% in 30 days) predates any legislative progress and is driven by unrelated factors. The bill creates a modest structural tailwind for staffing firms and a mild headwind for consumer discretionary, but current moves are noise.
Sustainable Cardiopulmonary Rehabilitation Services in the Home Act
The Sustainable Cardiopulmonary Rehabilitation Services in the Home Act (S.248) permanently codifies COVID-era telehealth flexibilities for Medicare-covered cardiac and pulmonary rehab in patient homes. This expands the addressable market for home health agencies and telehealth providers. Addus HomeCare ($ADUS) is the pure-play beneficiary; UnitedHealth ($UNH) gains through both its MA insurance and Optum home health arms. The bill is early-stage — referred to Senate Finance — requiring committee markup and passage before market impact materializes.
Repeal Community Development Block Grants Act of 2025
HR1133 is an early-stage bill to eliminate the Community Development Block Grant program. Passage probability is very low given single sponsorship and no committee action since referral. Bearish for homebuilders reliant on subsidized infrastructure, but near-term market impact is negligible.
I CAN Act
The I CAN Act (HR1317) structurally lowers healthcare labor costs by expanding APRN scope under Medicare/Medicaid, directly benefiting managed care insurers. Real market data confirms managed-care insurers $CNC (+27.93% 7-day, +63.41% 30-day), $MOH (+10.81% 7-day, +46.26% 30-day), and $HUM (+12.05% 7-day, +39.09% 30-day) are already pricing in this regulatory tailwind. The bill is early-stage but has a companion in the Senate and executive-order tailwinds — pure-play Medicaid/Medicare insurers are the structural winners.
Other Filings by Michael T. McCaul
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.