May. 4 at 2:43 PM
Rep. Tim Moore (R-NC-14) — House Financial Services + Budget Committee filed 4 sells across 4 sectors in a 2-week window. Reported April 27-28.
$NVDA — sold March 24 (
$15K–
$100K)
$LGIH — sold March 26 (
$100K–
$250K) ← largest
$CBRL — sold April 1 (
$15K–
$100K)
$HOG — sold April 7 (~
$50K)
This isn't one name, one sector, one reason. Tech, housing, consumer, industrials all trimmed in the same window.
Why his committee seats matter:
Financial Services = direct oversight of banking, capital markets, housing finance. Budget Committee = front row seat to every major fiscal negotiation happening right now including the One Big Beautiful Act.
The LGIH exit is the most interesting. Entry-level homebuilder, peak tariff uncertainty, rates still elevated. A Financial Services member reducing homebuilder exposure in that environment is a pointed call.
HOG makes sense too Harley is a recurring EU tariff target every time U.S. trade policy escalates.
