Alcoa Corporation

Sector: basic materialsAluminumNYSEMarket Cap: $15.66B

Alcoa Corporation (AA) is a global aluminum producer with a $15.7B market cap, showing a direct political signal from a $1K-$15K equity holding by former President Donald J. Trump.

Govt Dependence

10/100

Regulatory Density

75/100

Lobbying Intensity

0/100

Political Signal

NEUTRAL

BusinessWhat AA does

Alcoa Corporation is a vertically integrated aluminum company involved in bauxite mining, alumina refining, and aluminum smelting. Its primary revenue lines are derived from the sale of primary aluminum, alumina, and aluminum products to industrial and manufacturing sectors globally. The company's operations are capital-intensive and sensitive to energy costs, commodity prices, and international trade policies.

6 months past · 3 months futureAA activity timeline

Congress

buy sell

Insider · Form 4

open-market buy

Hedge fund · 13F

opened + added − trimmed closed holds

Bills

past action (this ticker) upcoming markup (sector) ★ carveout (this ticker)

113 trading days · 1 congressional trades shown · 0 insider buys · 3 13F filings · 0 past bill actions · 0 upcoming markups

Executive Branch ConflictsAA held by Trump-administration officials

1 cabinet/senior official reported AA positions in OGE Form 278 disclosures across 2 filings.

Donald J. Trump

President · White House

Alcoa Corp

$1,001 - $15,000 · self · 2025

Donald J. Trump

President · White House

Alcoa Corp

None (or less than $1,001) · self · 2025

Lifetime Government AwardsAA federal contracts

AA doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding AA

$1.39B

Total AA held by tracked 13F funds

Funds with AA positions

+36

Funds opened this quarter

Citadel Advisors $140M opened 2024-12-31

Citadel Advisors $132M opened 2024-09-30

Citadel Advisors $130M opened 3 overlap 2025-12-31

Citadel Advisors $103M opened 2025-06-30

Two Sigma Investments $98M opened 2024-06-30

Citadel Advisors $94M opened 2024-06-30

Two Sigma Investments $94M opened 2024-03-31

Citadel Advisors $93M opened 2024-03-31

28 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading AAMembers of Congress with recent AA positions

2 politicians traded AA across 20 disclosed transactions totaling $637K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just AA). 0-30 LOW · 30-60 MID · 60+ HIGH.

Michael T. McCaul R-Texas · house 4 buys 15 sells $629K 2026-01-13 LOW · 0 Julia Letlow R-Louisiana · house 1 buy $8K 2024-10-23 LOW · 1

Congressional TradesWho in Congress is trading AA

2026-01-13 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000

2024-10-23 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000 447d late

2025-10-27 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000

2025-10-27 Michael T. McCaul R-Texas · house sale $15,001 - $50,000

2025-08-21 Michael T. McCaul R-Texas · house sale $1,001 - $15,000

2025-08-21 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000

2025-06-16 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000

2025-06-16 Michael T. McCaul R-Texas · house sale $15,001 - $50,000

2025-01-09 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000

2025-01-09 Michael T. McCaul R-Texas · house sale $15,001 - $50,000

2024-11-19 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000

2024-11-19 Michael T. McCaul R-Texas · house sale $15,001 - $50,000

30+ trades on file · most recent 2026-02-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

stock awards · $16.2M market value

2026-04-15 Olson Emily M. EVP & Chief Ext. Aff. Officer AWARD 8,760 sh $617K

2026-02-23 Oplinger William F President, CEO & Director AWARD 8,740 sh $523K

2026-02-23 Beerman Molly S. EVP & CFO AWARD 6,990 sh $418K

2026-02-23 Bacchi Renato EVP & Chief Commercial Officer AWARD 4,858 sh $291K

For AA, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Political ProfileWhere AA sits in Washington

[object Object]

STRUCTURAL: No lobbying spend (`get_political_influence.lobbying.total_income`: $0), no donations, and no federal contracts (`get_government_precedent.federal_contracts_summary`: null). EVIDENTIARY: A single executive branch holding by Donald J. Trump valued $1,001-$15,000 (`get_executive_branch_exposure.by_ticker[0].holdings[0].value_bucket`), countered by a consistent pattern of congressional sales, with 7 sales by Rep. M001157 in the last 12 months (`Top congressional traders`). Net: Minimal direct financial entanglement with offsetting trading signals.

Regulatory ExposureThreats & opportunities

Regulatory threats

Environmental regulations on emissions and energy use for smelting operations.

Environmental Protection Agency (EPA)

"Inferred from sector; no specific bill impacts in `Recent bill_impacts`."
International trade tariffs and quotas affecting aluminum imports/exports.

Department of Commerce, U.S. Trade Representative (USTR)

"Inferred from sector; no specific bill carveouts in `Recent bill_carveouts`."

Regulatory opportunities

Policies promoting domestic production of critical minerals for defense and energy.

Department of Defense (DOD), Department of Energy (DOE)

"Inferred from sector; `get_executive_branch_exposure.by_ticker[0].holdings` does not flag asset as critical mineral."

Member intelligence layer

Live signals + predictions for AA — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Live 7-layer signal scores when Congress trades AA
Bill Pass Index v2 odds for every bill on the watch list
Iron Triangle alerts (committee × donor × trade)
SEC Form 4 cluster detection (CEO + CFO + director buys)
Whale-Opportunity expected-value ranking
Custom watchlist alerts via email + Discord

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Frequently AskedAbout AA & political exposure

Does Alcoa Corporation (AA) hold federal contracts?

No direct prime contracts reported in USASpending.gov for Alcoa Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.

Which Trump cabinet officials own AA stock?

1 Trump cabinet members or senior White House staff have disclosed holdings in AA on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.

Has Congress traded AA stock?

110 congressional trades by 13 unique members of Congress, most recently on 2026-01-13. See the Congressional Trading panel for politician-by-politician breakdown.

What is AA political risk profile?

Government dependence: 10/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.

How does GovGreed track AA political activity?

GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. AA data is updated daily from these official federal sources.