Steve Cohen
Trade Performance Intelligence
Score: 10/10Performance calculated from trade date to most recent market close. Real-time stock data from Financial Modeling Prep. This is not financial advice.
Stock Price at Trade vs. Today
Real market data showing how each stock moved since the congress member traded it.
Suspicious Timing Detected
5 flagsRep. Cohen sold $15,001 - $50,000 in $FLR on 2025-12-29, 35 days before HR6353, which streamlines public water system upgrades, and HR6448, which increases federal funding for airport projects, both potentially impacting Fluor Corporation's business.
Rep. Cohen sold $15,001 - $50,000 in $NOC on 2025-12-29, 65-66 days before multiple joint resolutions (SJRES104, SJRES114, SJRES117, SJRES116, SJRES118) regarding the removal of U.S. Armed Forces from hostilities in Iran, which could affect defense contractors like Northrop Grumman.
Rep. Cohen sold $15,001 - $50,000 in $FLR on 2025-12-29, 77 days before S4102, reauthorizing Delaware River Basin conservation programs, and HR6427, the Airport Regulatory Relief Act of 2025, both potentially relevant to Fluor Corporation's operations.
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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Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
To amend title 49, United States Code, to clarify airport revenue use of local general sales taxes, and for other purposes.
HR6673 clarifies that local general sales taxes can be used for airport revenue under specific conditions, removing a federal restriction. This bill does not appropriate new funds but facilitates the use of existing local revenue for airport infrastructure projects. The direct market impact is limited to specific airports and their contractors.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 114, which directs the removal of U.S. Armed Forces from unauthorized hostilities in Iran, is in the early stage of legislative process, having been referred to the Senate Committee on Foreign Relations. This bill, if enacted, would reduce military engagement, potentially impacting defense contractors and oil prices. Related bills with similar objectives have failed to advance past committee discharge votes.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 118, aiming to withdraw U.S. forces from Iran, failed to advance in the Senate, indicating continued geopolitical risk premiums. Defense contractors, such as Lockheed Martin and RTX, have seen recent positive 7-day price changes, while major energy companies like Exxon Mobil and Chevron experienced negative 7-day changes.
A bill to amend the Water Infrastructure Improvements for the Nation Act to reauthorize Delaware River Basin conservation programs, and for ohter purposes.
S.4102, the Delaware River Basin Restoration Program Reauthorization Act of 2026, has been introduced in the Senate and referred to committee. This bill extends federal funding authorization for water infrastructure and environmental projects in the Delaware River Basin until 2033 and expands the program to include Maryland. While the bill authorizes continued investment, actual funding will depend on subsequent appropriations.
To waive certain requirements under section 306018 of title 54, United States Code, with respect to undertakings to upgrade public water systems and treatment works.
HR6353 streamlines public water system upgrades by waiving historic preservation requirements, accelerating project timelines and increasing demand for water infrastructure services and technology. This directly benefits companies in water treatment, piping, and construction. The bill's referral to subcommittee indicates progress towards enactment.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
The Senate's rejection of SJRES104, a joint resolution to remove U.S. Armed Forces from hostilities with Iran, maintains the executive branch's existing authority over military engagements. This outcome prevents an immediate shift in U.S. military posture in the Middle East, ensuring stability for defense contractors and energy markets. Defense spending and energy supply lines remain unaffected by this legislative action.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 117, introduced by Senator Schiff, directs the removal of U.S. Armed Forces from unauthorized hostilities in Iran, which is currently in the early stages of the legislative process. This bill, if enacted, would reduce the operational scope for defense contractors and could create instability in global oil markets. Defense sector stocks have shown mixed performance over the past 30 days, while oil majors have seen varied changes.
A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that have not been authorized by Congress.
S.J. Res. 116, which aimed to remove U.S. forces from unauthorized hostilities with Iran, was rejected by the Senate Committee on Foreign Relations on March 24, 2026. This outcome maintains the existing operational environment for defense contractors and does not introduce new geopolitical uncertainty that would directly impact oil prices from this specific legislative action. The defense sector has shown mixed performance over the last 30 days, with some tickers experiencing declines, while the energy sector has seen positive 30-day changes for most listed companies.
Making further consolidated appropriations for the fiscal year ending September 30, 2026, and for other purposes.
HR7147 provides short-term funding for the Department of Homeland Security (DHS) through May 22, 2026, at FY2025 levels, ending a partial shutdown. This stabilizes existing contracts but delays long-term appropriations, maintaining uncertainty for contractors. The bill specifically appropriates $316,295,000 for the Office of the Secretary's operations and support, and $8,911,000 for procurement, construction, and improvements.
TASA Act of 2025
The TASA Act of 2025 directly increases federal funding for airport projects in distressed communities and U.S. territories, providing a clear financial boost for infrastructure development. This legislation immediately benefits companies involved in airport construction, equipment supply, and related services. The bill's bipartisan support ensures its passage and subsequent market impact.
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.