THE QUIVER QUANT
EXECUTIVE SUMMARY
Trade Desk CEO Jeff Green made the biggest insider buy of 2026 (so far). He dropped $148M on 6 million (TTD) shares at $23 to $25 per share. Stock jumped 18%. OpenAI ad partnership rumors added fuel. Jeff Green was right.
Mullin's DHS nomination advanced out of committee today in an 8-7 vote—Rand Paul the only Republican to vote no, Fetterman the only Democrat in favor. Full Senate vote expected next week. The Senate's most active trader filed 3 more trades last week: a (UNH) purchase up to $100K, plus sales of (INTU) and (AZO). He's traded $24M in stocks since 2023. He bought defense stocks 5 days before the Venezuela strike. Full breakdown in the Congress Trading Alert below.
Markets are selling off today as oil surges past $113. S&P 500 down 1.36% to 6,624, trading below its 200-day moving average for the first time since May. Brent crude at $113.71 a barrel, up $4.93 on Iran war escalation and tanker disruption fears in the Strait of Hormuz. The Fed held rates steady yesterday at 3.5%–3.75%. Updated dot plot forecasts just one cut in 2026 and projects year-end inflation at 2.7%.
Energy stocks leading: Exxon +1.3%, Occidental +5% as crude crosses $113. Consumer travel under pressure as jet fuel costs spike: Booking sliding, Expedia under pressure. Eli Lilly at $1,004, lowest since December, still under pressure. Congress Long-Short is up +1.42% on the week. James Lankford leads the portfolio leaderboard at +6.75%.
Plus: $12.0B in insider volume this week. 7 Warner Bros. Discovery insiders dumped $212.6M. AAOI insiders sold $12.2M after a 450% run. Elon Musk leads the election donor leaderboard at $60.42M. Below: strategy performance, insider cluster sales, the Mullin alert, portfolio leaderboard, and the election donor breakdown.
MIDTERMS
The 2026 midterms are heating up. PAC money is flowing, and outside spending is already targeting key races. Wesley Hunt (R-TX) has $11.7M in opposition spending against him, the most of any House member so far.
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Below: strategy performance, Congress portfolio leaderboard, insider trading, outside spending, and the editorial deep dive
STRATEGY PERFORMANCE
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THE EDITORIAL QUANT
Trump's DHS Pick Has Traded $24M in Stocks. We Tracked Every One.
Markwayne Mullin bought Chevron, ConocoPhillips and (RTX) on December 29. Five days later, the U.S. struck Venezuela. Those positions are now up 15 to 30%. He sits on Armed Services. He violated the STOCK Act by filing trades 2.5 years late. And last week, he filed 3 more trades while being nominated for DHS Secretary. Today's Editorial Quant maps every Mullin trade to his committee assignments, tracks the defense stock timeline, and shows what Quiver data reveals about the gap between rhetoric and action.
Also this week: Mullin's trades mapped to his DHS role and energy committee history. Which members are buying oil and defense while voting on war powers?
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SOCIAL MEDIA ROUNDUP
WHAT QUIVER’S POSTING
@quiverquant The REAL reason behind the strikes… 🤔 #quiverquant #stocks #finance #learnontikok #fyp








