Live data

Cliff Bentz

Republican

House

Export CSV

vs. S&P 500 (90D)

+89.73%

Trades (90 Days)

Total Trades

Win Rate (90D)

100.0%

Monthly summary

What to know this month

Key takeaways from Cliff Bentz's recent stock disclosures, written in plain English.

Updated May 27, 2026 · 0 trades in the last 30 days

Bentz INTC Sale at Cycle Low — 89.73% Excess Return Signals Semis Rotation Worth Tracking

Rep. Cliff Bentz disclosed a single INTC sale on 2026-04-09, filed 30 days later on 2026-05-09, capturing 89.73% excess return vs SPY — an outlier result for a small-dollar trade. While the position size is minimal ($1,001–$15,000), the timing precision and excess return magnitude relative to a beaten-down large-cap semi warrants attention as a directional signal on semis sentiment from the House side. Zero trades in the formal 30-day window means this brief operates on stale data; treat accordingly.

Stocks to watch

INTC

Watch

Low confidence

Bentz sold INTC on 2026-04-09 (filed 2026-05-09, 30-day lag), a $1,001–$15,000 sale that generated 89.73% excess return vs SPY. The trade date coincides with a period of meaningful INTC underperformance and ongoing execution risk around the foundry pivot. Single trade, single legislator, minimal size — but the excess return is statistically notable. Watch for clustering from other House members in semis/tech before adding conviction.

Why it matters: Flow-led — no specific committee assignment or legislative catalyst provided. Intel's foundry strategy, CHIPS Act disbursement timeline, and export control policy remain sector-level overhangs worth monitoring.

How to think about it: No actionable size recommendation at this time given stale, single-trade, small-dollar signal. If initiating a view on INTC independently, treat this as weak corroborating color — not a primary entry trigger. Starter watch position only.

Sector focus

Semiconductor / Information Technology (ST sector code). The single disclosed trade is a sale in INTC, suggesting at minimum one House member reduced semis exposure into what proved to be a local low. Insufficient data to build a sector-level theme with conviction — monitor SOXX flows and additional STOCK Act filings in the semis space for corroboration before rotating sector ETF capital.

Timing

The 30-day disclosure lag (trade 2026-04-09, filed 2026-05-09) is at the maximum statutory window, which means the informational edge on this specific trade has largely decayed. The excess return of 89.73% vs SPY was realized before public disclosure. Any residual edge depends on whether Bentz's sell thesis (Intel-specific risk, semis sector rotation, or broader risk-off) is still in play post-filing. Signal freshness: LOW. No in-window trades exist to anchor a live thesis.

Things to watch out for

Primary invalidation factors: (1) Stale signal — zero trades in the formal 30-day window; the only data point is 30+ days old at filing. (2) Single trade, minimum dollar size — statistically insufficient to infer portfolio intent. (3) No committee context provided — cannot assess whether Bentz has informational edge on semis legislation or CHIPS Act execution. (4) INTC has shown mean-reversion tendencies after sharp drawdowns; the excess return captured may already be fully priced. Do not size aggressively on a one-trade, one-politician signal with maximum disclosure lag.

What this means for you

Given zero in-window trades and a single stale data point, this brief is primarily a staleness exercise rather than a live deployment opportunity. Step 1: Set a STOCK Act alert for Cliff Bentz — any new filing within 45 days should be reviewed immediately given the demonstrated excess return on prior timing. Step 2: If building an independent view on INTC, the Bentz sale adds weak confirmatory color to the bearish/cautious camp; pair against NVDA or AMD long if expressing a semis-rotation thesis rather than taking outright INTC short risk. Step 3: Monitor SOXX (iShares Semiconductor ETF) for broader congressional flow clustering — one sale means nothing, but five House members selling semis in a 30-day window is a tradeable signal. Step 4: Do not deploy capital based solely on this brief — rerun when Bentz files new activity or when peer legislators show correlated semis selling. Step 5: Track CHIPS Act disbursement news and export control rule updates as the fundamental catalyst that would give legislative context to any future Bentz semis trades.

This summary is based on public filings from Cliff Bentz. It is for research and education only — not personalized investment advice.

Full analysis View trades

AI trade analysis

A deeper look at Cliff Bentz's trading patterns, sector focus, and recent activity.

Analyzing trades...

SEC EDGAR Filings

Newest material events and insider filings for Cliff Bentz.

Searching SEC EDGAR...

EDGAR Linkage Memo

Running event-driven review...

Trade History

Every reported transaction with plain-English summaries, live prices, and linked SEC filings when available.

INTC

Sale

30 days to disclose

INTC · ST

$1,001 - $15,000

Trade date

Apr 9, 2026

Filed

May 9, 2026

Price

…

Day change

…

vs. SPY

+89.73%

Plain English

Cliff Bentz sold , shares ($1,001 - $15,000) of INTC (INTC) on Apr 9, 2026. Disclosed May 9, 2026.

4May 15, 2026 4May 15, 2026 4May 15, 2026+5 more