Trade of the House

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BUY BWXT · April McClain Delaney

BWX Technologies, Inc. Common Stock (BWXT)

B

Deliberate position with a committee link

Signal score 62 / 100 — how much this looks like a deliberate, informed position rather than routine portfolio activity.
Inside their committee's jurisdiction
32/32
Isolated decision, not a bulk rebalance
18/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
6/10
Member's own account
0/8
Committee chair or ranking member
0/8
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
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 21 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.

This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.

This filing disclosed 53 transactions in total, of which 5 share this trade date (15 May 2026).

Filed 05 Jun 2026 · source PDF

Same day: CHRWCDWSCITSCO

Price

Entry
$189.31
08 Jun 2026
Latest
$172.56
12 Aug 2026
Since entry
-8.8%
price only

52-week range $157.44 – $238.10. The marker is the entry: the first market open after this filing became public.

BWX Technologies, Inc.

BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through two segments, Government Operations and Commercial Operations. It manufactures precision naval nuclear components, reactors, and nuclear fuel; close-tolerance and high-quality equipment for nuclear applications; critical nuclear components, fuels and assemblies for governmen…

Market cap
$15.8B
1yr target
$235
+36.5% from $172.23
Analysts
14
buy
P/E
44.3
beta 0.76
SectorIndustrials
IndustryAerospace & Defense
Analyst range $190 – $290
Employees11,000
InstrumentST
Jurisdiction tags aerospacedefenseindustrials

https://www.bwxt.com

Inside this member's remit. Their committees cover aerospaceagriculturecommoditiestechnology

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 -2.7% +0.5% -3.3%
now 2.1 mo -8.8% +4.8% -13.6%
3m
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 8 rows are blank because those windows have not closed yet: this trade was entered 08 Jun 2026, so anything longer than that is still running.

Other congressional trades in BWXT

GradeDateMemberSideAmount
C 30 Jul 2026 April McClain Delaney purchase $1,001 - $15,000
C 27 Jul 2026 April McClain Delaney purchase $1,001 - $15,000
C 24 Jul 2026 April McClain Delaney purchase $15,001 - $50,000
C 14 May 2026 April McClain Delaney purchase $1,001 - $15,000
B 08 May 2026 April McClain Delaney purchase $15,001 - $50,000
B 07 May 2026 April McClain Delaney purchase $1,001 - $15,000
E 31 Oct 2025 Lisa McClain sale $1,001 - $15,000
E 30 Oct 2025 Lisa McClain purchase $1,001 - $15,000
E 30 Oct 2025 Lisa McClain sale $1,001 - $15,000
E 11 Jun 2025 Lisa McClain purchase $1,001 - $15,000
C 08 Sep 2023 Lois Frankel sale $1,001 - $15,000
B 28 Jun 2023 Lois Frankel sale partial $1,001 - $15,000
B 10 Jan 2022 Lois Frankel sale partial $1,001 - $15,000
A 10 Dec 2021 Lois Frankel purchase $1,001 - $15,000