THE QUIVER QUANT
EXECUTIVE SUMMARY
Lead story: The Pentagon awarded Dell (DELL) a $9.7 billion sole-source software deal on May 27. The largest DoD software contract in history. President Trump owns $1M-$5M in Dell stock. DELL is up 141% since he bought it. The same week, SpaceX won $6.45 billion in Space Force contracts, two weeks before its expected Nasdaq IPO.
In Congress: Christian Menefee signed a no-trading pledge, won his runoff on Monday, and his spouse sold Pinterest (PINS) RSU’s two days later. Sara Jacobs sold up to $2M of her grandfather's company at the all-time high while sitting on Armed Services Committee.
In insider trading recently: two S&P Global (SPGI) CEOs bought over $2M combined in late April, both first-ever purchases. Patrick Industries (PATK) saw five insiders pile in with $2.3M after LCII merger talks collapsed. Betterware's (BWMX) CEO bought ahead of a Tupperware acquisition catalyst.
New this week: Track every stock President Trump has bought and sold with our new Trump Stock Trade Tracker. See excess returns, filing dates, and full position history. DELL is up 141% since his first purchase. Full breakdown below.
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