Trade of the House

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BUY ROL · April McClain Delaney

Rollins, Inc. Common Stock (ROL)

D

Looks like ordinary portfolio activity

Signal score 40 / 100 — how much this looks like a deliberate, informed position rather than routine portfolio activity.
Inside their committee's jurisdiction
0/32
Isolated decision, not a bulk rebalance
20/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
5/10
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
8/8
Member's own account
0/8
Committee chair or ranking member
0/8
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
6/6
Position size
1/3
Leveraged instrument (option)
0/3

A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.

It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.

The filing it came from

filed in 25 days Within the 30-day notification window.

Still held, as far as the filings show. No disclosed sale of this name from this account since the purchase. A sale inside its 45-day disclosure window would look exactly the same, so this is the absence of a filing rather than evidence of a position.

Not in the strategy. Either this purchase falls outside the member's committee jurisdiction, or the security has no usable price history to trade against.

This filing disclosed 45 transactions in total, of which 3 share this trade date (13 Feb 2026).

Few other trades share this date, so this reads as a discrete decision rather than a portfolio sweep.

Filed 10 Mar 2026 · source PDF

Same day: BJCHRW

Price

Entry
$55.97
11 Mar 2026
Latest
$36.58
12 Aug 2026
Since entry
-34.6%
price only

52-week range $36.58 – $65.18. The marker is the entry: the first market open after this filing became public.

Rollins, Inc.

Rollins, Inc., through its subsidiaries, provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally. The company offers pest control services to residential properties protecting from common pests, including rodents, insects, and wildlife. It also provides workplace pest control solutions for customers across various end markets, such as…

Market cap
$17.6B
1yr target
$46
+24.8% from $36.52
Analysts
17
hold
P/E
33.2
beta 0.74
SectorConsumer Cyclical
IndustryPersonal Services
Analyst range $32 – $66
Employees22,000
InstrumentST
Jurisdiction tags unclassified

https://www.rollins.com

Outside this member's committee jurisdiction (aerospace, agriculture, commodities, technology).

Expressing this with options

An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.

Loading chain…

Outcome

HeldThis tradeS&P 500Alpha
1m -3.4% +0.6% -4.0%
3m -14.6% +7.4% -22.0%
now 5.1 mo -34.6% +15.0% -49.6%
6m
12m 1yr
18m
24m
36m
48m
60m 5yr

Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 7 rows are blank because those windows have not closed yet: this trade was entered 11 Mar 2026, so anything longer than that is still running.

Other congressional trades in ROL

GradeDateMemberSideAmount
E 31 Mar 2026 April McClain Delaney purchase $1,001 - $15,000
E 20 Feb 2026 April McClain Delaney purchase $1,001 - $15,000
E 18 Feb 2026 April McClain Delaney purchase $1,001 - $15,000
E 14 Oct 2025 Lisa McClain sale $1,001 - $15,000
E 25 Sep 2025 Julie Johnson sale $1,001 - $15,000
E 25 Sep 2025 Lisa McClain purchase $1,001 - $15,000
E 23 Sep 2025 Julie Johnson purchase $1,001 - $15,000
E 23 Sep 2025 Julie Johnson sale $1,001 - $15,000
D 12 Dec 2024 Richard W. Allen purchase $15,001 - $50,000
E 13 Oct 2020 Greg Gianforte sale partial $1,001 - $15,000
E 24 Jun 2019 Donna Shalala sale $1,001 - $15,000