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BA

The Boeing Company

Sector: aerospaceAerospace & DefenseNYSEMarket Cap: $165.17B

Boeing is a major aerospace and defense contractor with $345.4B in federal contracts, and its single largest political signal is direct stock holdings by former President Donald J. Trump and a White House staffer.

Govt Dependence
95/100
Regulatory Density
85/100
Lobbying Intensity
60/100
Political Signal
BULLISH

BusinessWhat BA does

Boeing designs, manufactures, and sells commercial jetliners, military aircraft, satellites, missile defense, and space systems. Its revenue is heavily dependent on U.S. government contracts, particularly from the Department of Defense and NASA, with $345.4B in total federal obligations across 431 contracts.

12 months past · 3 months futureBA activity timeline

$260$217$174 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $252.15 hi $179.12 lo $211.50 CONGRESS 30 INSIDERS 1 13F FUNDS 30 BILLS 30 Maria Elvira Salazar (R) · Purchase · 2026-03-19Maria Elvira Salazar (R) · Purchase · 2026-03-19Julia Letlow (R) · Purchase · 2026-02-02Julie Johnson (D) · Sale · 2025-12-03Gilbert Ray Cisneros (D) · Purchase · 2025-12-19David Rouzer (R) · Sale · 2025-12-09Gilbert Ray Cisneros (D) · Sale · 2025-11-12Val T. Hoyle (D) · sale · 2025-09-23Val T. Hoyle (D) · Sale · 2025-09-23 Buckley Mortimer J · · BUY 2026-03-03 Renaissance Technologies · + $185389M · 2026-03-31Two Sigma Investments · - $12997M · 2026-03-31Citadel Advisors · - $1025M · 2025-09-30Citadel Advisors · holds $1003M · 2025-12-31Viking Global Investors · + $858M · 2025-12-31Viking Global Investors · + $650M · 2025-09-30D.E. Shaw & Co. · + $504M · 2025-12-31D.E. Shaw & Co. · + $435M · 2025-09-30Millennium Management · holds $405M · 2025-09-30Millennium Management · - $339M · 2025-12-31Two Sigma Investments · + $176M · 2025-12-31Renaissance Technologies · + $150M · 2025-09-30 HR.1912 · enacted · 2025-12-12HR.1860 · committee · 2025-09-16 MARKUP · Senate Foreign Relations · 2026-07-30 $0K carveout · HR.3838 · KC-46 aircraft · 2025-09-30$400M carveout · 2 line items · HR.5371 · Department of Defense for the E-7 program · 2025-11-12$7.8B carveout · HR.6938 · National Aeronautics and Space Administration · 2026-01-23
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)
167 trading days · 9 congressional trades shown · 1 insider buys · 12 13F filings · 2 past bill actions · 1 upcoming markups · 3 carveout bills ($8.2B)

Executive Branch ConflictsBA held by Trump-administration officials

Lifetime Government AwardsBA federal contracts by year

$295.91B
total awarded · 1987–2014
1000
contracts on file
2011
peak year ($40141M)
$40141M $20071M 1987: $525M across 1 contract $525M 1987 1989: $477K across 1 contract $477K 1989 1993: $22438M across 1 contract $22438M 1993 1996: $222M across 1 contract $222M 1996 1997: $3334M across 10 contracts $3334M 1997 10 contracts 1998: $4705M across 6 contracts $4705M 1998 6 contracts 1999: $14396M across 19 contracts $14396M 1999 19 contracts 2000: $31452M across 13 contracts $31452M 2000 13 contracts 2001: $2870M across 6 contracts $2870M 2001 6 contracts 2002: $16916M across 17 contracts $16916M 2002 17 contracts 2003: $26924M across 22 contracts $26924M 2003 22 contracts 2004: $10052M across 23 contracts $10052M 2004 23 contracts 2005: $15733M across 24 contracts $15733M 2005 24 contracts 2006: $5662M across 45 contracts $5662M 2006 45 contracts 2007: $13111M across 49 contracts $13111M 2007 49 contracts 2008: $16341M across 82 contracts $16341M 2008 82 contracts 2009: $9984M across 62 contracts $9984M 2009 62 contracts 2010: $5390M across 68 contracts $5390M 2010 68 contracts 2011: $40141M across 113 contracts (peak year) $40141M 2011 113 contracts 2012: $25577M across 173 contracts $25577M 2012 173 contracts 2013: $6540M across 133 contracts $6540M 2013 133 contracts 2014: $23594M across 131 contracts $23594M 2014 131 contracts
Top contracts by award amount
$31960.9M Department of Defense 2011-02-24 KC-X MODERNIZATION PROGRAM
$22437.8M National Aeronautics and Space Admi 1993-11-15 INTERNATIONAL SPACE STATION
$18762.7M Department of Defense 2000-12-22 200112!000108!9700!ZD60 !BALLISTIC MISSILE DEFENSE ORG. !HQ000601C0001
$18111.8M Department of Defense 2014-08-14 USN P-8A FRP II LONG LEAD MATERIAL
$12744.9M Department of Defense 2005-09-23 200512!010860!2100!W56HZV!TACOM - WARREN !W56HZV05C07
28 years · 1000 contracts

Pending Bill CarveoutsBA named in active legislation — potential awards if these pass

$10.84B
in named carveouts across 4 bills
5
specific line items naming BA

Smart Money · 13F HoldingsHedge funds holding BA

$201.09B
Total BA held by tracked 13F funds
6
Funds with BA positions
Renaissance Technologies $185.39B +52% 2026-03-31
Two Sigma Investments $13.00B -92% 2026-03-31
Citadel Advisors $1.00B holds 2025-12-31
Viking Global Investors $858M +31% 2025-12-31
D.E. Shaw & Co. $504M +15% 2025-12-31
Millennium Management $339M -17% 2025-12-31

Politicians Trading BAMembers of Congress with recent BA positions

11 politicians traded BA across 42 disclosed transactions totaling $666K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just BA). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading BA

2025-02-07 Tim Walberg R-Michigan · house Purchase $15,001 - $50,000
2026-03-19 Maria Elvira Salazar R-Florida · house Purchase $15,001 - $50,000
2026-03-19 Maria Elvira Salazar R-Florida · house Purchase $1,001 - $15,000
2026-02-02 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000
2025-12-03 Julie Johnson D-Texas · house Sale $1,001 - $15,000
2025-07-25 Julia Letlow R-Louisiana · house Sale $1,001 - $15,000 172d late
2024-10-23 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000 447d late
2025-12-19 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-12-09 David Rouzer R-North Carolina · house Sale $1,001 - $15,000
2025-11-12 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-09-23 Val T. Hoyle D-Oregon · house sale $1,001 - $15,000
2025-09-23 Val T. Hoyle D-Oregon · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-06-04

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

Open-market buys

C
Insider signal score 40/100 · 1 distinct insiders · 1 open-market buys totaling $500K in the last 180 days.
2026-03-03 Buckley Mortimer J BUY 2,230 sh $500K

Stock awards & option exercises

61
stock awards · $92.3M market value
2026-04-01 MOLLENKOPF STEVEN M Director AWARD 706 sh $146K
2026-04-01 Joyce David Leon Director AWARD 465 sh $96K
2026-04-01 Bradway Robert A Director AWARD 428 sh $89K
2026-04-01 JOHRI AKHIL Director AWARD 428 sh $89K
2026-04-01 GOOD LYNN J Director AWARD 428 sh $89K
2026-04-01 Gitlin David L. Director AWARD 404 sh $84K
2026-04-01 Harris Stayce D. Director AWARD 404 sh $84K
2026-04-01 Buckley Mortimer J Director AWARD 404 sh $84K
For BA, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting BALive legislation impacting this stock

HR.1912 · 119th
Veteran Fraud Reimbursement Act of 2025
Enacted latest action 2025-12-12 MINIMAL
HR.1860 · 119th
Women Veterans Cancer Care Coordination Act
Committee latest action 2025-09-16 MINIMAL
HR.1932 · 119th
Pay Our Troops Act of 2025
Committee latest action 2025-03-06 MINIMAL
SRES.111 · 119th
A resolution condemning the Armed Forces of the Russian Federation and officials of the Government of the Russian Federation for c
Committee latest action 2025-03-05 MINIMAL
HR.1831 · 119th
To direct the Secretary of Homeland Security to carry out a pilot program for the prevention and mitigation of acts of terrorism u
Committee latest action 2025-03-04 MINIMAL
SRES.105 · 119th
A resolution condemning the mass terminations of employees of the Department of Veterans Affairs carried out with no justification
Committee latest action 2025-03-04 MINIMAL
S.830 · 119th
Lifespan Respite Care Reauthorization Act of 2025
Committee latest action 2025-03-04 MINIMAL
HJRES.69 · 119th
Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services.
Committee latest action 2025-03-03 MINIMAL
HJRES.70 · 119th
Providing for congressional disapproval of the proposed license amendment for the export to Israel of certain defense articles and
Committee latest action 2025-03-03 MINIMAL
S.812 · 119th
A bill to direct the Secretary of Veterans Affairs to ensure veterans may obtain a physical copy of a form for reimbursement of ce
Committee latest action 2025-03-03 MINIMAL

Political ProfileWhere BA sits in Washington

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STRUCTURAL: High government dependence with $345.4B federal contracts (get_government_precedent), donations aligned with key defense and science committees ($27,500 total). EVIDENTIARY: Executive branch holdings by Trump and Leavitt (get_executive_branch_exposure), recent director purchase of $499,966 (get_corporate_insider_signal.top_buys), and congressional trading activity including purchases by Sen. S000168 in 2026 (Top congressional traders). Net: Strong structural ties with positive evidentiary signals from insiders and executive branch.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Increased scrutiny from Senate committees overseeing defense and transportation following safety incidents.
    Senate Committee on Commerce, Science, and Transportation (implied from jurisdiction over aerospace).
    "get_political_influence.lobbying_patterns shows Sen. Sheldon Whitehouse (D-RI), member of Transportation and Infrastructure subcommittee, with 14 trades in BA and lobbying events."

Regulatory opportunities

  • Continued funding for defense aircraft programs via Armed Services committees.
    Department of Defense
    "get_political_influence.donations shows $5,000 donations to members of House and Senate Armed Services committees (Rep. Wesley Bell, Sen. Angus King)."
  • Appropriations for NASA and science programs via House Science, Space, and Technology Committee.
    National Aeronautics and Space Administration
    "get_political_influence.donations shows $5,000 to Rep. Brian Babin (R-TX), chair of House Committee on Science, Space, and Technology."

Capitol Hill AlliesChampions & critics

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for BA

STAPLETON & ASSOCIATES, LLC defense
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Frequently AskedAbout BA & political exposure

Does The Boeing Company (BA) hold federal contracts?
Yes. The Boeing Company has 5625 federal contract awards totaling $465,380,024,719, primarily from agencies including Department of Commerce, Department of Defense, Department of Energy. See full contract list and amounts on this page.
Which Trump cabinet officials own BA stock?
2 Trump cabinet members or senior White House staff have disclosed holdings in BA on their OGE 278 financial disclosures, including Donald J. Trump, Karoline Leavitt. See the Cabinet Conflicts panel for details.
Has Congress traded BA stock?
426 congressional trades by 52 unique members of Congress, most recently on 2026-03-19. See the Congressional Trading panel for politician-by-politician breakdown.
What legislation benefits The Boeing Company (BA)?
6 named line-item carveouts in active or recent legislation totaling $10,843,576,000, across bills including HR.3838, HR.4505, HR.5371. See the Carveouts panel for section-by-section detail.
What is BA political risk profile?
Government dependence: 95/100. Lobbying intensity: 60/100. Political signal: bullish. Donor party split: R 40% / D 60%.
How does GovGreed track BA 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. BA data is updated daily from these official federal sources.