Dan Newhouse is not running for re-election, and Washington's 4th Congressional District is officially up for grabs. Republicans from multiple wings of the party are already competing to test just how much weight a Trump endorsement still carries in a safe-red farm district. The primary is the story. But while the political world debates who replaces Newhouse, his disclosure filings tell a parallel story: 31 trades in 90 days, a single-day flurry in July that hit at least 15 different tickers, and a portfolio overlap with his own committee assignments that readers will want to sit with.
The Open Seat
Newhouse, a six-term Republican who survived a post-January 6th primary challenge after voting for impeachment, announced he won't seek another term. The seat is rare oxygen on the House map: a deeply red district, an open field, and a contest that doubles as a live test of whether Trump's endorsement still functions as a kingmaker lever in a state that hasn't exactly been his warmest audience.
Social buzz around Newhouse is running almost entirely on that succession angle. The question circulating is which wing of the party claims the seat. The question worth asking here is what the congressman's brokerage account has been doing while everyone stares at the exit.
Thirty-One Trades. One Day.
Per Newhouse's full disclosure record on Blind Trust, he filed 31 trades in the last 90 days. At least 15 of them cleared on a single date: July 10, 2026.
A full portfolio rotation in one session.
On July 10, Newhouse sold AMD, Adobe, Alphabet (GOOGL), Applied Materials (AMAT), CSX, Deere & Company (DE), Eli Lilly (LLY), and others. On the same day, he bought Accenture (ACN), Amcor (AMCR), Amphenol (APH), Arista Networks (ANET), Costco (COST), Duke Energy (DUK), Fidelity National Information Services (FIS), and FirstEnergy (FE). Sells across semiconductors, pharma, and railroads. Buys into utilities, networking hardware, and financial services.
All of it in the $1,001–$15,000 disclosure band, which means the individual positions are small. The volume of simultaneous moves is the thing worth noting.
The Committee Overlap Trades
Newhouse sits on the House Committee on Agriculture, the House Committee on Appropriations (including the Energy and Water Development subcommittee), and the House Select Committee on Strategic Competition with China. That last one has a direct remit over technology and supply-chain issues touching semiconductor policy.
Five trades in his record carry what Blind Trust flags as committee overlap, meaning the ticker sits in a sector his committee assignments actually cover.
The sharpest one: Newhouse sold Marathon Petroleum (MPC) on July 10 and booked 11.1 percent excess return over the S&P 500 in the 30 days that followed. His Appropriations subcommittee covers energy and water. Marathon Petroleum is an oil refiner. Members are required to disclose. They are not required to divest, recuse, or abstain.
Two utility buys from the same July 10 session also carry overlap flags. Duke Energy (DUK) returned 6.1 percent alpha over 30 days. FirstEnergy (FE) returned 6.3 percent. Both sit in the energy/utilities column. Both fall under the remit of Newhouse's Appropriations energy subcommittee. Both were purchased on the same morning.
An earlier trade: Newhouse bought Exxon Mobil (XOM) on August 18, 2025, also flagged for energy committee overlap, and it returned 7.9 percent alpha over the following 30 days.
There are no vote-trade overlaps flagged in the data for the period in question. The trades listed above are committee-jurisdictional overlaps, not timing correlations with specific votes. The difference matters and we are not collapsing it.
The Alpha Record, Unvarnished
Blind Trust has scored 65 of Newhouse's trades with 30-day alpha data. Forty-one of those 65 came out positive versus the S&P 500. A 63 percent hit rate, with a mean 30-day alpha of 1.5 percent per trade across the full scored sample.
Worth saying plainly: 63 percent over 65 scored trades is a respectable number but it's not a signal of anything on its own. Markets reward the long side in bull runs. His two worst trades from the July 10 session were both sells: AMD came in at negative 13.6 percent alpha (he sold and AMD ran), and Applied Materials came in at negative 14.7 percent alpha (same move, same result). The single biggest winner in the sample was the July 10 Accenture buy, which posted 23.7 percent alpha in 30 days.
The record is 41 positives, 24 negatives, across 65 scored trades. Full picture, not a highlight reel.
What He Voted On
Recent floor votes include a Yea on the Main Street Capital Access Act (H.R. 6955, passed July 21), a Yea on the Protecting Privacy in Purchases Act (H.R. 1181, passed July 14), and a Yea on the National Defense Authorization Act for Fiscal Year 2027 (H.R. 8800, passed July 22).
None of those votes produced a flagged overlap with the July 10 trades in the data. The privacy bill touches financial data flows, which is at least adjacent to two of the financial-services names he bought that day (FIS especially), but Newhouse sits on Agriculture and Appropriations, not Financial Services. Floor votes on bills outside a member's committee jurisdiction are not a conflict-of-interest angle.
The Lame-Duck Question
A congressman who has already announced he's leaving operates outside the usual incentive structure. Newhouse doesn't need to court donors for a next cycle. He doesn't need to worry about primary optics. He has no re-election math to run.
What he does have is a vote, a committee seat, and an active brokerage account through at least July 2026.
Thirty-one trades in 90 days from a member on his way out the door. Five of those trades overlap with sectors his committees actually oversee. The MPC sale, the DUK and FE buys, the XOM purchase from last August: all in the public record, timestamped, and searchable at Blind Trust's Newhouse disclosure page.
The primary to replace him will get covered. The trades will get less attention. That's usually how it goes.
The receipts are public. Make of them what you make of them.