Trade of the House

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BUY SPGI · Shelley M Capito

S&P Global Inc

D

Looks like ordinary portfolio activity

Signal score 29 / 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
19/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
2/10
Committee chair or ranking member
8/8
Member's own account
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.
0/6
Position size
0/3
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 42 days Towards the 45-day statutory limit.

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 14 transactions in total, of which 4 share this trade date (01 Dec 2023).

Filed 12 Jan 2024 · source PDF

Same day: CMCSACSCOCVX

Price

Entry
$402.04
16 Jan 2024
Latest
$408.81
12 Aug 2026
Since entry
+1.7%
price only

52-week range $367.97 – $529.29. The marker is the entry: the first market open after this filing became public.

S&P Global Inc.

S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. It operates through four segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, and S&P Dow Jones Indices. The S&P Global Market Intelligence segment provides multi-asset-class data and analytics integrated with pur…

Market cap
$120.9B
1yr target
$517
+26.1% from $410.10
Analysts
20
strong buy
P/E
25.0
beta 1.07
SectorFinancial Services
IndustryFinancial Data & Stock Exchanges
Analyst range $444 – $553
Employees44,500
InstrumentST
Jurisdiction tags financials

https://www.spglobal.com

Outside this member's committee jurisdiction (defense, energy, healthcare, industrials, materials, technology, telecom, transport, utilities).

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 -2.1% +5.6% -7.7%
3m -5.5% +6.3% -11.8%
6m +13.2% +19.6% -6.4%
12m 1yr +15.4% +26.3% -10.9%
18m +22.6% +34.6% -12.0%
24m +27.8% +49.3% -21.5%
now 30.8 mo +1.7% +67.8% -66.1%
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 3 rows are blank because those windows have not closed yet: this trade was entered 16 Jan 2024, so anything longer than that is still running.

Other congressional trades in SPGI

GradeDateMemberSideAmount
D 08 Jul 2026 Rick Larsen sale $1,001 - $15,000
D 29 Jun 2026 Thomas H. Kean Jr sale partial $1,001 - $15,000
E 17 Jun 2026 Jared Moskowitz sale $1,001 - $15,000
E 17 Jun 2026 Jared Moskowitz sale $1,001 - $15,000
D 17 Jun 2026 Jared Moskowitz sale $1,001 - $15,000
D 16 Apr 2026 Richard W. Allen sale $15,001 - $50,000
E 27 Mar 2026 Alan Armstrong purchase $1,001 - $15,000
D 26 Mar 2026 Thomas H. Kean Jr sale partial $15,001 - $50,000
D 14 Jan 2026 Richard W. Allen purchase $15,001 - $50,000
E 23 Sep 2025 Valerie Hoyle sale $1,001 - $15,000
E 18 Aug 2025 Dan Newhouse purchase $1,001 - $15,000
E 12 May 2025 Jefferson Shreve sale $50,001 - $100,000
E 17 Apr 2025 Jefferson Shreve purchase $50,001 - $100,000
E 08 Apr 2025 Rob Bresnahan purchase $15,001 - $50,000
E 07 Apr 2025 Julie Johnson sale $1,001 - $15,000
C 11 Feb 2025 Daniel Goldman sale $15,001 - $50,000
E 29 Oct 2024 Valerie Hoyle purchase $1,001 - $15,000
D 09 Apr 2024 Shelley M Capito sale partial $1,001 - $15,000
D 13 Feb 2024 Jared Moskowitz purchase $1,001 - $15,000
E 04 Dec 2023 John Curtis sale $1,001 - $15,000
E 24 Oct 2023 Greg Stanton sale $1,001 - $15,000
E 03 Oct 2023 Markwayne Mullin purchase $1,001 - $15,000
D 27 Sep 2023 Shelley M Capito purchase $1,001 - $15,000
E 26 Sep 2023 Greg Stanton purchase $1,001 - $15,000
E 13 Sep 2023 Markwayne Mullin purchase $15,001 - $50,000