~$250K in June 2025 (position start) ~$250K in July 2025 ~$980K in August 2025 ~$250K in October 2025 ~$15K in January 2026 ~$15K in April 2026 (latest purchase on 4/9)
That’s ~$1.8M in total buys
He’s up over 60% on most of his shares
Just thought we’d share that with you
So far, the most aggressive/strange “buy the dip” trade has been Peloton
Why?
For starters, $PTON is down ~96% from ATHs
The stock is already +23% since her entry on 3/19
And it’s the first time a sitting politician has bought Peloton since 2021
In other words, we don’t know exactly what that ~$100M is invested in, though he has promised to divest these assets if confirmed
And here’s the craziest part:
His wife’s financials were also included in the disclosure (Jane Lauder)
The fact that she didn’t take her hubby's last name means one thing
She’s rich
Yep, Forbes is clocking in her net worth at ~$2.6 billion, and that’s bc she is the heiress to the Estée Lauder fortune
Eyes will be on $EL if Warsh is confirmed
Both companies own land or mineral rights, allowing other companies to drill there in exchange for a share of the revenue (royalties)
Strangely enough, Pfluger is the main sponsor of "The Unlocking Domestic LNG Potential Act," which makes exporting natural gas to foreign countries easier by removing one layer of approval (DOE)
If this passes, drilling demand might increase
Which would likely result in Viper and Dorchester earning more royalties
This is the literal definition of "conflict of interest"
He's only +4% on it so far, and it's his largest bet
Do what you want with that info 😉
This comes just days after Rep. Josh Gottheimer disclosed buying ~$1.1M in call options on the stock
Flagging this bc:
This beaten down stock recently hit 17-year lows
If it returns to ATHs, he would be up ~363% (from his buy date of 3/23)
He's bought many of these "beaten down" stocks, but for whatever reason, he invested a lot more into this one
Is there significance? Yes 🫡
Cisco holds several Department of Defense contracts
The majority of them are focused on keeping the DoD's global network infrastructure running, secure, and up to date
And Rep. Khanna is the ranking member of the Armed Services Subcommittee on Cyber, Information Technologies, and Innovation
$CSCO is up ~6% since his ~$50K purchase on 3/30
Key facts:
If anyone in Congress knows a thing or two about Microsoft, it’s him
And this isn't just some random trade ...
Here's why:
I. He currently holds ~$60,000 worth of the stock
II. RPM International manufactures construction products
III. He sits on the Transportation & Infrastructure Committee
He also purchased ~$30K of aerospace/defense company $HON (Honeywell) on 12/29/2025, after previously helping shape and vote on the FY2026 NDAA (the defense bill that includes military procurement)
Take note: this trade happened awfully close to the start of the Iran conflict
And to top it all off, he sits on the Senate Armed Services Committee
He's definitely not your "typical" stock trader