{"artifactSource":"generated","artifact":{"id":"congress-trades:latest","pack":"congress-trades","title":"House/Senate Cluster Trades","version":"congress-cluster-relaxed-net-v0.1+2026-06-01","generatedAt":"2026-07-23T00:30:02Z","asOf":"2026-06-01","methodologyVersion":"congress-cluster-relaxed-net-v0.1","selectedEthos":[],"sourceSummary":{"sourceType":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES","sample":false,"description":"House and Senate disclosure clusters using disclosure date, buy count, official count, lag, dollar thresholds, and the net-positive buy/sell overlay.","filingCount":11,"sourceUrls":["https://www.capitoltrades.com/","https://www.capitoltrades.com/trades?page=1","https://www.capitoltrades.com/trades?page=35","https://www.capitoltrades.com/trades?page=4","https://www.capitoltrades.com/trades?page=10","https://www.capitoltrades.com/trades?page=5","https://www.capitoltrades.com/trades?page=60","https://www.capitoltrades.com/trades?page=22","https://www.capitoltrades.com/trades?page=48","https://www.capitoltrades.com/trades?page=67","https://www.capitoltrades.com/trades?page=15","https://www.capitoltrades.com/trades?page=33","https://www.capitoltrades.com/trades?page=51","https://www.capitoltrades.com/trades?page=52","https://www.capitoltrades.com/trades?page=21","https://www.capitoltrades.com/trades?page=61","https://www.capitoltrades.com/trades?page=62","https://www.capitoltrades.com/trades?page=23","https://www.capitoltrades.com/trades?page=34","https://www.capitoltrades.com/trades?page=37","https://www.capitoltrades.com/trades?page=50","https://www.capitoltrades.com/trades?page=64","https://www.capitoltrades.com/trades?page=53"],"freshnessNotes":["Source artifact generated at 2026-07-23T00:30:02Z."],"limitations":["Strict default filters currently surface no positions, which is a useful safety signal rather than a failure.","Provider-normalized data still needs official disclosure verification at scale.","Uses disclosure dates, not transaction dates, to avoid look-ahead bias.","Position source records include CapitolTrades pages; official House/Senate filing links still need reconciliation before commercial use.","Ethos scoring has not yet been applied to this finance-derived bridge artifact.","Cluster tracker uses disclosure dates, not trade dates; entries can already be stale.","This model excludes options and sells by default. Sells are treated as avoid/reduce signals, not shorts.","Net-positive overlay applied: same-window stock-sale midpoint is subtracted and net buy midpoint must remain above the buy-value threshold."]},"inputs":[{"id":"congress-trades:source:latest","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES","cik":"n/a","managerName":"Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay","accessionNumber":"congress_cluster_tracker_relaxed:latest","filedAt":"2026-07-23T00:30:02Z","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/"},{"id":"congress-trades:source:t","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"AT&T Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:T:latest","filedAt":"2026-05-29","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=1"},{"id":"congress-trades:source:spg","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"Simon Property Group Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:SPG:latest","filedAt":"2026-05-28","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=10"},{"id":"congress-trades:source:amd","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"Advanced Micro Devices Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:AMD:latest","filedAt":"2026-05-20","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=35"},{"id":"congress-trades:source:unh","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"Unitedhealth Group Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:UNH:latest","filedAt":"2026-05-13","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=22"},{"id":"congress-trades:source:ma","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"Mastercard Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:MA:latest","filedAt":"2026-05-13","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=15"},{"id":"congress-trades:source:dash","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"DoorDash Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:DASH:latest","filedAt":"2026-05-13","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=21"},{"id":"congress-trades:source:carr","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"Carrier Global Corp (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:CARR:latest","filedAt":"2026-05-13","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=23"},{"id":"congress-trades:source:spgi","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"S&P Global Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:SPGI:latest","filedAt":"2026-05-13","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=37"},{"id":"congress-trades:source:ibm","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"International Business Machines Corp (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:IBM:latest","filedAt":"2026-05-13","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=15"},{"id":"congress-trades:source:el","type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES_POSITION","cik":"n/a","managerName":"The Estee Lauder Cos Inc (Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay)","accessionNumber":"congress_cluster_tracker_relaxed:EL:latest","filedAt":"2026-05-13","reportQuarter":"2026-06-01","sourceUrl":"https://www.capitoltrades.com/trades?page=22"}],"changes":[{"ticker":"T","issuerName":"AT&T Inc","action":"new","currentWeightPct":12,"filerCount":3,"convictionSignals":["Target weight 12%","Source score 6.923","3 officials","Officials: David Taylor, Rohit Khanna, Timothy Moore","4 source transactions","Buy midpoint $56,500","Net buy midpoint $48,500","Same-window sells $8,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:t"],"reviewStatus":"candidate","summary":"3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 11.0d. Net buy midpoint $48,500 after $8,000 same-window sells."},{"ticker":"SPG","issuerName":"Simon Property Group Inc","action":"new","currentWeightPct":11.23,"filerCount":2,"convictionSignals":["Target weight 11.23%","Source score 4.372","2 officials","Officials: Jonathan Jackson, William Keating","2 source transactions","Buy midpoint $40,500","Net buy midpoint $40,500","2 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:spg"],"reviewStatus":"candidate","summary":"2 officials disclosed 2 buys totaling midpoint $40,500; avg lag 23.5d. Net buy midpoint $40,500 after $0 same-window sells."},{"ticker":"AMD","issuerName":"Advanced Micro Devices Inc","action":"new","currentWeightPct":10.417,"filerCount":3,"convictionSignals":["Target weight 10.417%","Source score 4.055","3 officials","Officials: Gilbert Cisneros, Joshua Gottheimer, Rohit Khanna","4 source transactions","Buy midpoint $56,500","Net buy midpoint $56,500","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:amd"],"reviewStatus":"candidate","summary":"3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 22.3d. Net buy midpoint $56,500 after $0 same-window sells."},{"ticker":"UNH","issuerName":"Unitedhealth Group Inc","action":"new","currentWeightPct":9.48,"filerCount":3,"convictionSignals":["Target weight 9.48%","Source score 3.69","3 officials","Officials: Gilbert Cisneros, Maria Elvira Salazar, Rohit Khanna","4 source transactions","Buy midpoint $32,000","Net buy midpoint $32,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:unh"],"reviewStatus":"candidate","summary":"3 officials disclosed 4 buys totaling midpoint $32,000; avg lag 21.0d. Net buy midpoint $32,000 after $0 same-window sells."},{"ticker":"MA","issuerName":"Mastercard Inc","action":"new","currentWeightPct":9.372,"filerCount":2,"convictionSignals":["Target weight 9.372%","Source score 3.648","2 officials","Officials: Michael McCaul, Rohit Khanna","5 source transactions","Buy midpoint $89,000","Net buy midpoint $81,000","Same-window sells $8,000","4 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:ma"],"reviewStatus":"candidate","summary":"2 officials disclosed 5 buys totaling midpoint $89,000; avg lag 20.2d. Net buy midpoint $81,000 after $8,000 same-window sells."},{"ticker":"DASH","issuerName":"DoorDash Inc","action":"new","currentWeightPct":9.052,"filerCount":2,"convictionSignals":["Target weight 9.052%","Source score 3.524","2 officials","Officials: Gilbert Cisneros, Rohit Khanna","6 source transactions","Buy midpoint $48,000","Net buy midpoint $48,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:dash"],"reviewStatus":"candidate","summary":"2 officials disclosed 6 buys totaling midpoint $48,000; avg lag 23.2d. Net buy midpoint $48,000 after $0 same-window sells."},{"ticker":"CARR","issuerName":"Carrier Global Corp","action":"new","currentWeightPct":8.971,"filerCount":2,"convictionSignals":["Target weight 8.971%","Source score 3.492","2 officials","Officials: Maria Elvira Salazar, Rohit Khanna","4 source transactions","Buy midpoint $56,500","Net buy midpoint $56,500","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:carr"],"reviewStatus":"candidate","summary":"2 officials disclosed 4 buys totaling midpoint $56,500; avg lag 14.8d. Net buy midpoint $56,500 after $0 same-window sells."},{"ticker":"SPGI","issuerName":"S&P Global Inc","action":"new","currentWeightPct":8.891,"filerCount":2,"convictionSignals":["Target weight 8.891%","Source score 3.461","2 officials","Officials: Michael McCaul, Rohit Khanna","5 source transactions","Buy midpoint $40,000","Net buy midpoint $32,000","Same-window sells $8,000","4 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:spgi"],"reviewStatus":"candidate","summary":"2 officials disclosed 5 buys totaling midpoint $40,000; avg lag 18.0d. Net buy midpoint $32,000 after $8,000 same-window sells."},{"ticker":"IBM","issuerName":"International Business Machines Corp","action":"new","currentWeightPct":8.068,"filerCount":2,"convictionSignals":["Target weight 8.068%","Source score 3.141","2 officials","Officials: Gilbert Cisneros, Rohit Khanna","3 source transactions","Buy midpoint $73,000","Net buy midpoint $65,000","Same-window sells $8,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:ibm"],"reviewStatus":"candidate","summary":"2 officials disclosed 3 buys totaling midpoint $73,000; avg lag 23.0d. Net buy midpoint $65,000 after $8,000 same-window sells."},{"ticker":"EL","issuerName":"The Estee Lauder Cos Inc","action":"new","currentWeightPct":7.518,"filerCount":2,"convictionSignals":["Target weight 7.518%","Source score 2.927","2 officials","Officials: Michael McCaul, Rohit Khanna","4 source transactions","Buy midpoint $32,000","Net buy midpoint $32,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:el"],"reviewStatus":"candidate","summary":"2 officials disclosed 4 buys totaling midpoint $32,000; avg lag 28.0d. Net buy midpoint $32,000 after $0 same-window sells."}],"ethosScores":[],"overlap":[],"policy":{"executionEnabled":false,"humanApprovalRequired":true,"status":"warn","blockedReasons":[],"checks":[{"id":"execution-disabled","label":"Execution disabled","status":"pass","message":"House/Senate Cluster Trades is research output only. SignalPack does not place trades."},{"id":"human-approval-required","label":"Human approval required","status":"pass","message":"Any downstream order draft requires explicit human approval outside this artifact."},{"id":"freshness-and-source-lag","label":"Freshness and lag visible","status":"warn","message":"Cluster tracker uses disclosure dates, not trade dates; entries can already be stale."},{"id":"concentration-review","label":"Concentration review","status":"warn","message":"Artifact proposes 10 positions and 5% cash."}]},"audit":[{"id":"congress-trades:source-imported","at":"2026-07-23T00:30:02Z","type":"source_ingested","message":"Imported Congress cluster tracker - relaxed 30d/$25k/lag45 + net-positive overlay from finance/politician-tracker reports/portfolios/congress_cluster_tracker_relaxed_latest.json.","metadata":{"positionCount":10,"investedWeightPct":95}},{"id":"congress-trades:artifact-generated","at":"2026-07-23T00:30:02Z","type":"artifact_generated","message":"Generated SignalPack bridge artifact for House/Senate Cluster Trades."}]},"agentPayload":{"pack":"congress-trades","title":"House/Senate Cluster Trades","version":"congress-cluster-relaxed-net-v0.1+2026-06-01","asOf":"2026-06-01","status":"bridge","view":null,"managers":[],"source":{"type":"CAPITOL_TRADES_NORMALIZED_DISCLOSURES","sample":false,"urls":["https://www.capitoltrades.com/","https://www.capitoltrades.com/trades?page=1","https://www.capitoltrades.com/trades?page=35","https://www.capitoltrades.com/trades?page=4","https://www.capitoltrades.com/trades?page=10","https://www.capitoltrades.com/trades?page=5","https://www.capitoltrades.com/trades?page=60","https://www.capitoltrades.com/trades?page=22","https://www.capitoltrades.com/trades?page=48","https://www.capitoltrades.com/trades?page=67","https://www.capitoltrades.com/trades?page=15","https://www.capitoltrades.com/trades?page=33","https://www.capitoltrades.com/trades?page=51","https://www.capitoltrades.com/trades?page=52","https://www.capitoltrades.com/trades?page=21","https://www.capitoltrades.com/trades?page=61","https://www.capitoltrades.com/trades?page=62","https://www.capitoltrades.com/trades?page=23","https://www.capitoltrades.com/trades?page=34","https://www.capitoltrades.com/trades?page=37","https://www.capitoltrades.com/trades?page=50","https://www.capitoltrades.com/trades?page=64","https://www.capitoltrades.com/trades?page=53"],"freshnessNotes":["Source artifact generated at 2026-07-23T00:30:02Z."],"limitations":["Strict default filters currently surface no positions, which is a useful safety signal rather than a failure.","Provider-normalized data still needs official disclosure verification at scale.","Uses disclosure dates, not transaction dates, to avoid look-ahead bias.","Position source records include CapitolTrades pages; official House/Senate filing links still need reconciliation before commercial use."]},"methodologyVersion":"congress-cluster-relaxed-net-v0.1","signals":[{"ticker":"T","action":"new","reviewStatus":"candidate","weightPct":12,"summary":"3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 11.0d. Net buy midpoint $48,500 after $8,000 same-window sells.","convictionSignals":["Target weight 12%","Source score 6.923","3 officials","Officials: David Taylor, Rohit Khanna, Timothy Moore","4 source transactions","Buy midpoint $56,500","Net buy midpoint $48,500","Same-window sells $8,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:t"],"managers":[],"ethosScores":[]},{"ticker":"SPG","action":"new","reviewStatus":"candidate","weightPct":11.23,"summary":"2 officials disclosed 2 buys totaling midpoint $40,500; avg lag 23.5d. Net buy midpoint $40,500 after $0 same-window sells.","convictionSignals":["Target weight 11.23%","Source score 4.372","2 officials","Officials: Jonathan Jackson, William Keating","2 source transactions","Buy midpoint $40,500","Net buy midpoint $40,500","2 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:spg"],"managers":[],"ethosScores":[]},{"ticker":"AMD","action":"new","reviewStatus":"candidate","weightPct":10.417,"summary":"3 officials disclosed 4 buys totaling midpoint $56,500; avg lag 22.3d. Net buy midpoint $56,500 after $0 same-window sells.","convictionSignals":["Target weight 10.417%","Source score 4.055","3 officials","Officials: Gilbert Cisneros, Joshua Gottheimer, Rohit Khanna","4 source transactions","Buy midpoint $56,500","Net buy midpoint $56,500","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:amd"],"managers":[],"ethosScores":[]},{"ticker":"UNH","action":"new","reviewStatus":"candidate","weightPct":9.48,"summary":"3 officials disclosed 4 buys totaling midpoint $32,000; avg lag 21.0d. Net buy midpoint $32,000 after $0 same-window sells.","convictionSignals":["Target weight 9.48%","Source score 3.69","3 officials","Officials: Gilbert Cisneros, Maria Elvira Salazar, Rohit Khanna","4 source transactions","Buy midpoint $32,000","Net buy midpoint $32,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:unh"],"managers":[],"ethosScores":[]},{"ticker":"MA","action":"new","reviewStatus":"candidate","weightPct":9.372,"summary":"2 officials disclosed 5 buys totaling midpoint $89,000; avg lag 20.2d. Net buy midpoint $81,000 after $8,000 same-window sells.","convictionSignals":["Target weight 9.372%","Source score 3.648","2 officials","Officials: Michael McCaul, Rohit Khanna","5 source transactions","Buy midpoint $89,000","Net buy midpoint $81,000","Same-window sells $8,000","4 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:ma"],"managers":[],"ethosScores":[]},{"ticker":"DASH","action":"new","reviewStatus":"candidate","weightPct":9.052,"summary":"2 officials disclosed 6 buys totaling midpoint $48,000; avg lag 23.2d. Net buy midpoint $48,000 after $0 same-window sells.","convictionSignals":["Target weight 9.052%","Source score 3.524","2 officials","Officials: Gilbert Cisneros, Rohit Khanna","6 source transactions","Buy midpoint $48,000","Net buy midpoint $48,000","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:dash"],"managers":[],"ethosScores":[]},{"ticker":"CARR","action":"new","reviewStatus":"candidate","weightPct":8.971,"summary":"2 officials disclosed 4 buys totaling midpoint $56,500; avg lag 14.8d. Net buy midpoint $56,500 after $0 same-window sells.","convictionSignals":["Target weight 8.971%","Source score 3.492","2 officials","Officials: Maria Elvira Salazar, Rohit Khanna","4 source transactions","Buy midpoint $56,500","Net buy midpoint $56,500","3 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:carr"],"managers":[],"ethosScores":[]},{"ticker":"SPGI","action":"new","reviewStatus":"candidate","weightPct":8.891,"summary":"2 officials disclosed 5 buys totaling midpoint $40,000; avg lag 18.0d. Net buy midpoint $32,000 after $8,000 same-window sells.","convictionSignals":["Target weight 8.891%","Source score 3.461","2 officials","Officials: Michael McCaul, Rohit Khanna","5 source transactions","Buy midpoint $40,000","Net buy midpoint $32,000","Same-window sells $8,000","4 position source URLs","Disclosure-date cluster + net-positive overlay passed"],"sourceIds":["congress-trades:source:latest","congress-trades:source:spgi"],"managers":[],"ethosScores":[]}],"ethos":[{"id":"momentum-default","status":"warn","summary":"Relaxed cluster settings surface 10 current candidates led by T, SPG, AMD, UNH, MA. Momentum lens treats this as actionable research context, not an execution signal."},{"id":"bogle-default","status":"warn","summary":"Diversification lens allows this as a bounded strategy sleeve, but not as a core portfolio allocation."},{"id":"moat-builder","status":"not-applied","summary":"Quality/moat scoring needs issuer fundamentals before this congressional flow pack should claim fundamental conviction."}],"policy":{"executionEnabled":false,"humanApprovalRequired":true,"status":"warn","blockedReasons":[],"checks":[{"id":"execution-disabled","label":"Execution disabled","status":"pass","message":"House/Senate Cluster Trades is research output only. SignalPack does not place trades."},{"id":"human-approval-required","label":"Human approval required","status":"pass","message":"Any downstream order draft requires explicit human approval outside this artifact."},{"id":"freshness-and-source-lag","label":"Freshness and lag visible","status":"warn","message":"Cluster tracker uses disclosure dates, not trade dates; entries can already be stale."},{"id":"concentration-review","label":"Concentration review","status":"warn","message":"Artifact proposes 10 positions and 5% cash."}]},"handoff":{"executionEnabled":false,"humanApprovalRequired":true,"nextAgentAction":"prepare_review_brief"}}}