Rob Bresnahan
Rob Bresnahan (R-PA) bought $1K-$15K of $BABA (Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]) on Feb 10, 2025, part of 12 transactions in this filing (7 buys, 5 sells).
HillSignal flagged 3 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
3 flagsRep. Rob Bresnahan bought $1,001-$15,000 in $SNOW on Feb 13, 2025, and Feb 12, 2025 — 42 and 43 days before HR2417, the "Strengthening Agency Management and Oversight of Software Assets Act," 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 | Trade Price | Current | Change | Date |
|---|---|---|---|---|---|---|---|
| BUY | $BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | $1K-$15K | — | $132.52 | — | Feb 10, 2025 |
| BUY | $NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | $1K-$15K | — | — | — | Feb 10, 2025 |
| BUY | $MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | $1K-$15K | $122.75 | — | — | Feb 10, 2025 |
| BUY | $MNDY | monday.com Ltd. - Ordinary Shares (MNDY) [ST] | $1K-$15K | $327.92 | — | — | Feb 11, 2025 |
| BUY | $SNOW | Snowflake Inc. Class A Common Stock (SNOW) [ST] | $1K-$15K | — | $144.25 | — | Feb 13, 2025 |
| BUY | $SNOW | Snowflake Inc. Class A Common Stock (SNOW) [ST] | $1K-$15K | — | $144.25 | — | Feb 12, 2025 |
| BUY | $TTWO | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | $1K-$15K | — | — | — | Feb 10, 2025 |
| SELL | $ANET | Arista Networks, Inc. Common Stock (ANET) [ST] | $1K-$15K | — | — | — | Feb 13, 2025 |
| SELL | $MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | $1K-$15K | $412.22 | $424.82 | +3.1% | Feb 10, 2025 |
| SELL | $ON | ON Semiconductor Corporation - Common Stock (ON) [ST] | $1K-$15K | $47.93 | — | — | Feb 11, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Strengthening Agency Management and Oversight of Software Assets Act
HR2417 is an early-stage authorization bill requiring federal agencies to inventory and manage software assets. No new money is appropriated. The bill is stuck in committee with no floor schedule. Real market data shows Oracle ($ORCL) down 6.34% in 7 days to $162.30, ServiceNow ($NOW) down 4.08% in 7 days and 17.27% in 30 days to $86.49 — these moves are unrelated to this dormant procedural bill.
Clean Cloud Act of 2025
The Clean Cloud Act of 2025 (S1475) imposes emissions fees and reporting requirements on US cryptocurrency mining facilities exceeding 100 kW, directly increasing operating costs for MARA, RIOT, HUT, and CLSK. The bill is in early legislative stages (referred to committee) with no companion bill signed, meaning near-term impact is limited but the direction of regulatory pressure is clear. Hardware vendors SMCI, NVDA, and AMD face tempered demand risk from this customer segment if the bill advances.
Modernizing Retrospective Regulatory Review
HR67 mandates federal agencies adopt AI-driven regulatory review tools, creating a new procurement category that benefits established FedRAMP-authorized cloud providers. The bill is pure authorization with no direct appropriations, but structural adoption requirements generate recurring revenue for $ORCL, $IBM, and $MSFT. Partner AI providers (e.g., Palantir, C3.ai) are secondary beneficiaries with lower confidence.
Strengthening Agency Management and Oversight of Software Assets Act
S.1956 is an early-stage, unfunded mandate requiring federal agencies to assess their software assets. It creates a bounded, short-term consulting opportunity for IT services firms like ACN and CDW, but the lack of new appropriations limits the financial impact. Real market data confirms the bill has zero pricing signal — ACN, IBM, ORCL, and MSFT moved on broader tech rotation, not this legislation.
Access Technology Affordability Act of 2025
S. 1918 is an early-stage, low-probability bill proposing a refundable tax credit for blind individuals purchasing access technology. It creates no direct revenue stream for any public company and has negligible near-term market impact.
Content Origin Protection and Integrity from Edited and Deepfaked Media Act of 2025
S. 1396 (Content Origin Protection Act) is an early-stage bill requiring content provenance labeling for AI-generated content. It has not advanced beyond committee since April 2025 and carries no authorized funding. Adobe ($ADBE) is structurally positioned as a beneficiary if the bill gains momentum due to its existing C2PA/Content Credentials alignment, but the legislative path is long and uncertain. Major platform operators (GOOGL, META, MSFT, AMZN) face compliance costs that are immaterial relative to their scale.
DELL FEDERAL SYSTEMS L.P: $602M Department of Veterans Affairs Contract
Dell Technologies (DELL) secured a $602 million contract from the Department of Veterans Affairs for a Microsoft Enterprise Agreement, indicating continued federal reliance on Dell's IT solutions and Microsoft's software. This contract represents a significant revenue boost for Dell and reinforces its position in the federal healthcare IT market.
Streamlining Federal Cybersecurity Regulations Act of 2025
S.1875 is an early-stage procedural bill to create an interagency committee for harmonizing federal cybersecurity regulations. It contains no funding, no mandates, and no procurement directives. Near-term market impact is negligible.
IGNITEACTION LLC: $16.1M Department of Commerce Contract
This $16.1 million contract to IGNITEACTION LLC for cloud infrastructure support at the U.S. Census Bureau represents a steady demand for IT modernization services, likely benefiting major cloud providers and IT consulting firms. While IGNITEACTION is private, this award signals continued federal investment in cloud migration, a positive trend for the broader technology sector.
Addressing Boarding and Crowding in the Emergency Department
HR2936 (ABC-ED Act) authorizes zero new funding and remains in early committee stage with no near-term market impact. The bill expands eligibility for existing public health data modernization grants to include hospital bed capacity tracking at the state and regional level, but any fiscal effect requires separate appropriations.
Other Filings by Rob Bresnahan
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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.