Tim Moore represents North Carolina's 10th district, sits on the House Committee on Financial Services, and has been making five disclosed trades in 90 days across a portfolio that reads like a road-trip itinerary: motorcycles, country cooking, telecom, hotels, and jet engines. An AI finance outlet noticed the Harley-Davidson and Cracker Barrel positions this week and asked the obvious question. Blind Trust has the receipts on what came next.
The Trades That Started the Conversation
The question being asked about Moore this week is simple: why was a sitting congressman holding Harley-Davidson (HOG) and Cracker Barrel (CBRL)?
The better question is the one the filings answer: he sold them.
On April 1, Moore disclosed a sale of CBRL in the $15K-$50K range. Six days later, on April 7, he sold HOG in the $50K-$100K range. The Harley position was the bigger exit. Both were out of his portfolio before May started.
Then in May, he went shopping for something else entirely. On May 7 he bought IHG (InterContinental Hotels Group) and RYCEY (Rolls-Royce Holdings) in the $1K-$15K range each. On May 18 he picked up T (AT&T) in the $15K-$50K range. The consumer-discretionary road trip became a telecom-and-travel play.
The Venn diagram of HOG and Cracker Barrel on one side and Rolls-Royce and InterContinental Hotels on the other has no obvious thematic overlap except: he owned the first two and then he didn't.
What the Alpha Record Actually Says
Across 86 scored trades on Blind Trust's full disclosure record, Moore has 58 positive-alpha outcomes and 28 negative ones. Mean 30-day excess return versus the S&P 500 is plus-5.0%. That's a 67% hit rate on a reasonably large sample, which sounds good until you look at what the winners and losers actually are.
His three best 30-day trades: a GNPX purchase in December 2025 that ran 49.4% alpha, a CBRL purchase on December 31, 2025 that posted 32.1% alpha, and an HY purchase in November 2025 at 29.0% alpha. None of those carry a committee-overlap angle. He just picked them.
His three worst: an HY sale in October 2025 at negative 23.7% alpha, an HOG sale in November 2025 at negative 14.9%, and another HY sale in December at negative 13.6%. The pattern on HY is notable on its own terms: he bought it in November for a 29-point winner, then sold it twice in the following six weeks and gave back most of the gain each time. The filings don't explain that. They just record it.
The CBRL trade history is the one the AI outlet noticed, and the data is genuinely odd in its own right. He bought CBRL on December 31, 2025, in the $15K-$50K range, and that purchase posted 32.1% alpha over the next 30 days. Then on April 1, 2026, he sold CBRL in the same dollar range. What the 30-day alpha on that April sale looks like is not in the scored data here. What we know is: he bought, it worked, then he sold.
The HOG story runs parallel. He sold HOG in November 2025 for a negative-14.9% alpha outcome. Then he held HOG into April 2026, when he sold the $50K-$100K position. Two HOG sales in the record, one a loser. His track record on Harley is not a highlight reel.
The Committee Trades Are the Other Story
Moore sits on the House Committee on Financial Services, including its Digital Assets, Financial Technology, and Artificial Intelligence subcommittee. That subcommittee has jurisdiction over technology intersecting with financial markets. Which is why the Intel trades from August 2025 are the ones worth flagging separately.
Between August 1 and August 11, Moore made three separate INTC purchases, each in the $15K-$50K range, posting 24.6%, 23.0%, and 17.9% alpha respectively over 30 days. Two days after the last purchase, on August 13, he sold INTC in the $100K-$250K range, posting 7.0% alpha on the exit. The buy-buy-buy-then-sell-big pattern over a 12-day window is its own kind of shape in the data.
Intel falls within the technology jurisdiction of Moore's Financial Services subcommittee on digital assets and AI. The trades are flagged as committee-overlap in the Blind Trust record. The interpretation of what that means is yours to make.
His other committee-overlap trade: a sale of NVDA on March 24, 2026, in the $15K-$50K range, which posted essentially flat alpha (negative 0.0%). He sold Nvidia and got nothing for it, at least over the 30-day window. The committee-overlap flag is still there. The timing is the timing.
He Voted on Banking Bills. He Owns Telecom and Hotels.
On May 20, Moore voted Yea on four financial-sector bills that passed the House: the American Access to Banking Act (H.R. 4544), the Community Bank Deposit Access Act of 2025 (H.R. 5317), the Keeping Deposits Local Act (H.R. 3234), and Lulu's Law. All four touch banking access, community lending, or deposit infrastructure. All four are squarely in the remit of the Financial Services Committee he sits on.
His disclosed trades in that same window: AT&T, IHG, and Rolls-Royce. No overlap between the bills he was moving and the stocks he was buying. The votes are committee business. The trades are something else entirely.
There are no vote-trade overlaps flagged in Blind Trust's system for Moore's recent activity. The banking votes and the consumer-and-telecom trades exist in separate columns of the same spreadsheet.
Social Is Talking About Something Else
The three social posts circulating around Moore this week on Bluesky are not about his portfolio. They're about a conspiracy theory video he released, a data center in Kings Mountain, and the North Carolina GOP flying a Confederate flag at a state fair. His trading activity is being noticed by an AI finance outlet, not by the people currently talking about him on social media.
That's a particular kind of Washington dynamic: one part of the public record generates heat, another part sits quietly in the filings. The filings don't make noise. They just accumulate.
Members of Congress are required to disclose their trades within 45 days. They are not required to divest, recuse, abstain, or explain. Moore has disclosed five trades in the last 90 days. The system is working exactly as designed.
The Full Picture
At 86 scored trades, Moore has a 67% positive-alpha rate and a 5.0% mean excess return. It's also not a clean story. The worst three trades lost between 13.6 and 23.7 percentage points versus the index. The Intel cluster sits under a committee-overlap flag. The HOG and CBRL exits happened right before someone publicly started asking why he owned them.
The receipts are public. Make of them what you make of them.