HOME/CONGRESS/Dan Sullivan

Dan Sullivan

REPUBLICANSENATORSINCE JAN 2015

AAPL MSFT BMY LRCX BLK HON LUV ZTS+21 more

BUYS

0

SELLS

33

TRADES

33

COMPANIES

33

EST. VOLUME

$454K

MEDIAN LAG

31d

COMMITTEE ASSIGNMENTS4

Senate Committee on Armed Services

The Senate Committee on Armed Services has legislative jurisdiction over military and defense.

Subcommittees

▸Airland
▸Readiness and Management Support
▸Seapower

OVERSEESIndustrials

Senate Committee on Commerce, Science, and Transportation

The Senate Committee on Commerce, Science, and Transportation has legislative jurisdiction on matters related to science and technology, oceans policy, transportation, communications, and consumer affairs.

Subcommittees

▸Coast Guard, Maritime, and Fisheries
▸Surface Transportation, Freight, Pipelines, and Safety
▸Telecommunications and Media

OVERSEESCommunication ServicesConsumer DiscretionaryIndustrialsInformation Technology

Senate Committee on Environment and Public Works

The Senate Committee on Environment and Public Works has legislative jurisdiction on matters related to environmental protection, resource utilization and conservation, and public infrastructure.

Subcommittees

▸Chemical Safety, Waste Management, Environmental Justice, and Regulatory Oversight
▸Fisheries, Wildlife, and Water
▸Transportation and Infrastructure

OVERSEESIndustrialsMaterialsUtilities

Senate Committee on Veterans' Affairs

The Senate Committee on Veterans' Affairs has legislative jurisdiction over matters relating to veterans compensation and veterans generally, as well as matters relating to the vocational rehabilitation, education, medical care, civil relief, and civilian readjustment of veterans.

Committee ↔ trade overlap

CONFLICT LENS

70%

of disclosed trade value sits in sectors Dan Sullivan's committees directly oversee.

16 trades4 oversight sectors

Commerce, Science, and Transportation

62.8% of value

Consumer DiscretionaryIndustrialsInformation Technology

Environment and Public Works

16% of value

IndustrialsMaterials

Armed Services

8.8% of value

Industrials

Vs. their party

REPUBLICAN MEDIAN

Trades / year

YOU 11·PEER 8

▲1.5× more active

Oversight-sector mix

YOU 70%·PEER 40%

▲+30 pts

Median disclosure lag

YOU 31d·PEER 28d

≈3d slower

Est. excess vs SPY 90d

YOU -4.7%·PEER -1.1%

▼-3.6 pts

Sector mix · by value

OVERSIGHT ●

Information Technology

41.6%

Consumer Discretionary

12.5%

Financials

12.3%

Health Care

10.6%

Industrials

8.8%

Materials

7.2%

Consumer Staples

5.3%

Energy

1.8%

Where the edge comes from

OVERSIGHT vs REST · 90D

Oversight-sector trades

-2.0%mean excess

WIN 25%16 trades

Everything else

-7.3%mean excess

WIN 47%17 trades

Trades inside an oversight lane returned +5.3 pts more vs SPY than trades outside it.

Most-traded companies

BY TRADE COUNT

1 S

1 S

1 S

1 S

1 S

1 S

1 S

1 S

STOCK ACT DISCLOSURES · AMOUNTS REPORTED AS RANGES · ESTIMATES USE RANGE MIDPOINTS · OVERSIGHT MAPPING IS A HEURISTIC

Dan Sullivan

The morning brief, before the bell.