The Watchlist
Thirty-eight subjects, chosen on three criteria: they talk constantly, they leave a readable paper trail, and an audience already argues about them. They do not come from one side, because a watchlist that only ever finds fault in one direction is an argument rather than a record. Open a card for their pattern file: playbook, receipt history, and what we're watching next.
Nancy Pelosi
Politician, CA-11, final term, 2 receipts
The most-watched political portfolio in the world, with three sources to triangulate: disclosures, votes, statements.
0% held , 0 of 1 scored , 2 open
Elon Musk
Executive, TSLA, SPCX, 5 receipts
The highest say/do volume alive. Daily posts, market-moving sentences, and a filing trail to check every one of them against.
75% held , 3 of 4 scored , 1 open
Cathie Wood
Fund manager, ARK Invest, 3 receipts
ARK publishes its trades daily, rare transparency, while Wood gives interviews constantly. The fastest measurable cadence on the list.
100% held , 2 of 2 scored
Bill Ackman
Fund manager, Pershing Square, 2 receipts
Long public theses on X versus quarterly 13Fs. The say/do format in its purest form: essay first, filing later.
50% held , 1 of 2 scored , 1 open
Michael Burry
Investor, Scion, deregistered, 1 receipt
The contrarian who went dark. He stopped filing with the SEC in November 2025 and now discloses positions himself, so his claims can no longer be checked against a document.
Donald Trump
President of the United States, 1 receipt
The loudest subject and the slowest filer. No trade reports exist for him, so we read him against what he signs: executive orders, dated and published within days.
0% held , 0 of 1 scored , 1 open
Jensen Huang
Founder and CEO, Nvidia, 1 receipt
Sells on a pre-arranged plan, so his Form 4s arrive within two days rather than a quarter later. The fastest paperwork on the list, and the easiest to misread.
100% held , 1 of 1 scored , 1 open
Mark Zuckerberg
Founder and CEO, Meta, 1 receipt
The first subject where all four records apply at once: stock, quarterly filings, court and lobbying. What Meta says in public against what its own lawyers file.
Larry Fink
Chairman and CEO, BlackRock, 1 receipt
His annual letter is an argument about how capital should behave, published under his name. Everything BlackRock then files can be held against it.
Mike Kelly
Member of Congress, Pennsylvania 16th, 0 receipts
Chairs the subcommittee that writes the tax code, and files transaction reports while doing it. The tightest overlap on the list between what someone legislates and what they hold.
Diana Harshbarger
Member of Congress, Tennessee 1st, 0 receipts
We expected a pharmacist trading drug companies. Her filings are a municipal bond ladder, and the power bonds in it sit squarely under her own committee.
David Taylor
Member of Congress, Ohio 2nd, 0 receipts
Filed more transaction reports in 2026 than any other member of the House. He is the control case: what ordinary heavy trading looks like, so we can tell when something is not ordinary.
Michael Saylor
Executive Chairman, Strategy (formerly MicroStrategy), 0 receipts
His company reports its bitcoin purchases on Form 8-K almost every week, so his words have a document to meet more often than anyone else on the list.
Alex Karp
Co-founder and CEO, Palantir, 0 receipts
Sells his own stock on a schedule and talks about the company like a cause. The filings arrive every few months; the speeches never stop.
Jamie Dimon
Chairman and CEO, JPMorgan Chase, 0 receipts
The longest annual letter any bank chief writes under his own name, and a bank that files thousands of pages a year to hold against it.
Warren Buffett
Chairman Emeritus and director, Berkshire Hathaway, 0 receipts
Sixty years of written rules about what he would and would not buy, and a quarterly filing that shows what Berkshire actually did.
Scott Bessent
Secretary of the Treasury, 0 receipts
Runs the department that publishes the numbers he talks about. When he describes the deficit or the bond market, the tables Treasury itself publishes are the next thing to read.
Ro Khanna
Member of Congress, California 17th, 0 receipts
Has said members should not trade individual stocks, and his household filed eight trade reports this year. The position and the paperwork, side by side.
Tim Cook
CEO, Apple, 0 receipts
Says the least of anyone on the list, so each claim is easy to hold to a segment table in the next quarterly filing.
Satya Nadella
Chairman and CEO, Microsoft, 0 receipts
Puts a number on AI every quarter, and the quarterly filing reports the segments and the capital spending with dates.
Sundar Pichai
CEO, Alphabet and Google, 0 receipts
Sells on a schedule and speaks on a schedule, so most months there is a filing to set against a statement.
Andy Jassy
President and CEO, Amazon, 0 receipts
Makes claims about capital spending and jobs that Amazon's own quarterly filings then quantify.
Jeff Bezos
Executive Chair, Amazon; founder, Blue Origin, 0 receipts
Sells and gives away Amazon stock in blocks the filings date to the day, alongside a founder's letter people still quote.
Lisa Su
Chair, President and CEO, AMD, 0 receipts
The rival the NVIDIA promise is really about, and a CEO who puts AI revenue numbers on every call.
Brian Armstrong
Chairman and CEO, Coinbase, 0 receipts
The loudest crypto policy voice among people who also file, and a company whose regulatory arguments are on paper.
Michael Dell
Chairman and CEO, Dell Technologies, 0 receipts
Puts numbers on AI servers every quarter, and the backlog line in the next filing either matches or does not.
David Solomon
Chairman and CEO, Goldman Sachs, 0 receipts
Sold his own stock this spring and the filings say so; his remarks about the bank in the same weeks are the other half.
Reid Hoffman
Director, Microsoft; co-founder, LinkedIn, 0 receipts
A Microsoft director who files Form 4s and gives interviews about AI and politics; the Microsoft half is the checkable one.
Carl Icahn
Chairman, Icahn Enterprises, 0 receipts
Activism is a say/do pair by construction: the public letter, and the 13D that shows what he held while writing it.
Larry Ellison
Executive Chairman and CTO, Oracle, 0 receipts
Makes the biggest claims about AI data centres on any earnings call, and Oracle files what it has actually committed to build.
Ken Griffin
Founder and CEO, Citadel, 0 receipts
The largest quarterly filing on the list, and a founder who names companies in public. Only the named ones count.
Stanley Druckenmiller
Chairman and CEO, Duquesne Family Office, 0 receipts
Files a quarterly list of what he holds and gives interviews specific enough to hold against it.
David Tepper
Founder, Appaloosa, 0 receipts
Rare interviews that name companies, and a quarterly filing that shows whether the fund held them.
Josh Gottheimer
Member of Congress, New Jersey 5th, 0 receipts
Nine trade reports this year and a seat on the committee that oversees the sector most of them touch.
Kelly Morrison
Member of Congress, Minnesota 3rd, 0 receipts
Fourteen trade reports this year, the second most in the House, from a first-term physician. The pattern comes first.
Tim Moore
Member of Congress, North Carolina 14th, 0 receipts
Nine trade reports this year from a first-term Republican who ran a state legislature for a decade. Balance, and a long public record.
Howard Lutnick
Secretary of Commerce, 0 receipts
Runs tariffs and chip subsidies and talks about them daily. The Federal Register and the award records are the other half.
Robert F. Kennedy Jr.
Secretary of Health and Human Services, 0 receipts
The most specific claims in the cabinet, about agencies that publish what they actually do.
Suggest a subject
Who should be on this list? Anyone who talks in public and leaves a paper trail. Tell us who, and what you would want checked.
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