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Special Report Members of Congress Bought These 5 Stocks—Should You?Submitted by Chris Markoch. Posted: 3/18/2026. 
Key Points - Congressional disclosures highlighted five stocks recently traded by lawmakers, including BigBear.ai, Eli Lilly, and Broadcom.
- AI, defense, semiconductors, and GLP-1 healthcare trends appear across several trades, pointing to sectors with strong growth narratives.
- While disclosures lag by up to 45 days, tracking congressional trades can provide useful watchlist ideas for individual investors.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Lawmakers on both sides of the aisle have recently proposed banning members of Congress from trading individual stocks while in office. That push dates back to the STOCK Act of 2012, which was intended to address the issue by requiring politicians to publicly disclose trades within 45 days of a transaction. Critics have long argued the STOCK Act doesn't go far enough. More recent proposals — including the ETHICS Act and the TRUST in Congress Act — would prohibit active stock trading by members altogether. Musk just launched another batch. Bezos secured approval for 50,000 more satellites. Right now, over 15,000 are circling the planet - and that number could triple by next year. The official story is global internet coverage. But a new presentation argues the real implications reach far beyond connectivity - and could change how the market works. Watch the presentation and see what the satellite race really means But Congress moves slowly. Until and unless those bills become law, the 45-day disclosure window remains one of the few tools everyday investors have to see where elected officials are putting their own money. A scan of the most recent 90 days of filings identified five stocks worth watching, ranging from a small-cap AI defense play to a large-cap semiconductor giant central to the artificial intelligence infrastructure boom. BigBear.ai: A Small-Cap AI Defense Play Getting Repeat Attention Representative Lisa McClain of Michigan made two separate purchases of BigBear.ai (NYSE: BBAI) in February, first on the 4th and again on the 6th. Combined, the purchases were reported in the $16,000–$65,000 range. BigBear.ai is a small-cap decision-intelligence company that derives a significant portion of its revenue from U.S. government contracts in defense and national security. McClain is not a first-time buyer. In August 2024, she reportedly became the first member of Congress to disclose owning BBAI stock, and her return to the name suggests this may be more than a one-off trade. Her seat on the Financial Services Subcommittee on National Security is relevant context worth keeping in mind. Cracker Barrel: A Quick Trade From a Top Congressional Performer Representative Tim Moore of North Carolina was named the top-performing member of Congress for stock trades in 2025, with a reported 52% gain. He traded Cracker Barrel (NASDAQ: CBRL) around the turn of the year: Moore purchased CBRL on Dec. 31 and then sold a larger position days later on Jan. 5, appearing to lock in a quick profit on a beaten-down restaurant stock. The buy was reported in the $15,000–$50,000 range; the sale was $50,000–$100,000. That pattern looks more like a tactical short-term trade than a conviction hold. Still, when the lawmaker who outperformed the S&P 500 by a wide margin last year makes a move, even a brief one, it draws attention. Simply Good Foods: A Double Buy on a Beaten-Down Nutrition Stock Simply Good Foods (NASDAQ: SMPL) is another intriguing purchase by Moore. He made two buys in February, on the 3rd and again on the 11th, each reported between $15,000 and $50,000. According to Quiver Quantitative data, Moore is reportedly the first member of Congress to buy SMPL stock in recent years. Simply Good Foods, the company behind Atkins and Quest nutrition products, has seen its stock fall roughly 53% over the past year. Moore appears to be buying into weakness with a double purchase in a new position. There's also a potential macro tailwind: as GLP-1 weight-loss drugs change consumer behavior, high-protein, low-carb consumer staples like Simply Good Foods could benefit. Eli Lilly: GLP-1 Momentum and an Upcoming Obesity Drug Catalyst Representative David Taylor of Ohio purchased Eli Lilly (NYSE: LLY) on Feb. 26, a trade that was disclosed on March 6. The timing coincided with Lilly management confirming the company is on track to launch its oral obesity drug, orforglipron, in the second quarter of 2025, pending FDA approval. To be clear, orforglipron has been in public view for months, and the disclosure timeline here is standard under the STOCK Act. Still, the sequence of events is the sort of thing that draws attention. The fundamental case for LLY is substantive: the company holds roughly 60% of the U.S. GLP-1 market and reportedly has $1.5 billion in pre-launch inventory ready to ship within a week of approval. Additionally, Medicare coverage of the oral pill could begin as early as April at an estimated $50 per month for eligible patients, which would be a meaningful commercial catalyst if it materializes. Broadcom: Multiple Congressional Buys in a Leading AI Chip Stock Broadcom (NASDAQ: AVGO) stands out because the buying wasn't concentrated in a single member: three separate members of Congress purchased AVGO shares in the past 90 days. Representative Gilbert Ray Cisneros Jr. made purchases in October, November and December. Senator Shelley Moore Capito bought shares in early February. And Representative David Taylor picked up Broadcom on Jan. 29. Broadcom reported AI revenue of $12 billion for fiscal 2025, a 74% year-over-year increase, and guided for $10.7 billion in AI revenue in Q1 2026 alone. The company is also a significant federal government contractor, which means members of Congress may have more than just Wall Street research informing their view of its prospects. Congressional Trades Are a Clue, Not a Trading Signal Investors should remember that congressional trade disclosures are one data point, not a buy or sell signal. By the time a disclosure is public, the trade may already be up to 45 days old and the thesis could be priced in. Correlation between a congressional role and a stock purchase does not imply anything improper. That said, watching where well-connected, informed investors put their own money — particularly when multiple members converge on the same name — can be a reasonable part of any investor's research process. These five stocks may be worth adding to a watchlist, but do independent research before taking any action. | 
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