Jared Moskowitz has a busy spring. The Florida Democrat announced this week he's running in the newly redrawn 25th Congressional District, anchored in Boca Raton, after redistricting scrambled his old turf. Three separate outlets covered the news in a single 24-hour window. Meanwhile, the disclosure filings show he's been running a parallel operation: 32 trades in the last 90 days, including a single-day burst on March 31 that touched American Express, Broadcom, General Dynamics, Palo Alto Networks, Home Depot, McDonald's, and General Electric, among others.
The District Shuffle
Moskowitz's old seat got redrawn, so he's moving. The Florida Phoenix and the Miami Herald both flagged it. The Boca Raton Tribune covered it too, which has an obvious rooting interest. CD-25 leans more Republican than his old seat, which makes the move either brave or the only viable path, depending on how generous you're feeling.
March 31: A Productive Day
Thirty-two trades in 90 days is a clip. Most members of Congress file fewer disclosures in a full calendar year. Moskowitz is averaging roughly one trade every three days.
The March 31 batch alone had 15 separate transactions. In a single day, per public filings tracked by Blind Trust, he purchased positions in: American Express, Broadcom, Cencora, Chubb, GE Aerospace, General Dynamics, Home Depot, McDonald's, Motorola Solutions, Palo Alto Networks, and Parker Hannifin. He also sold Caterpillar, Cummins, and Qualcomm — the Qualcomm sale in the 5K–$50K range, the largest single transaction of the batch.
The Portfolio as Character Study
Work through the March 31 buy list and a picture emerges. General Dynamics makes missiles and combat vehicles. Palo Alto Networks sells cybersecurity software to the federal government. GE Aerospace builds jet engines for the Pentagon's preferred aircraft. Motorola Solutions supplies communications hardware to law enforcement and defense clients. These aren't consumer discretionary picks. They're holdings that sit comfortably on a resume with any national security or homeland adjacency.
Moskowitz sits on the House Oversight Committee, which has jurisdiction over federal contracting and government spending. The companies he bought on March 31 operate inside that perimeter.
The civilian-facing trades fill out the picture differently. Home Depot and McDonald's are Main Street hedges. Chubb is one of the largest commercial insurers on the planet. Cencora is a pharmaceutical distribution giant. American Express serves both retail customers and corporate clients. The March 31 portfolio reads less like a thematic bet and more like someone who wants exposure everywhere at once.
What He Dropped
The sells are worth a paragraph. Caterpillar, Cummins, and Qualcomm all exited the portfolio on the same day the buying spree happened. Caterpillar and Cummins are heavy industrial manufacturers with significant tariff and supply-chain exposure. Qualcomm, a chip designer with heavy China revenue dependence, spent 2025 and 2026 getting buffeted by export control news. Selling all three on the same day as 12 purchases is a deliberate sector rotation call, not a scheduling coincidence.
The Rules on This
Members are required to disclose stock trades within 45 days under the STOCK Act. They are not required to divest, recuse, abstain, or explain themselves. The disclosure requirement, passed in 2012, produces a public record. It does not produce consequences.
Moskowitz has been among the more vocal members on congressional stock trading reform, calling at various points for stricter rules. His own filings are a useful data point in that conversation.
The receipts are public. Make of them what you make of them.