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CART

Instacart (Maplebear Inc.)

Sector: consumer cyclicalSpecialty RetailNASDAQMarket Cap: $9.52B

Instacart is a grocery-delivery platform with minimal direct government dependence but faces emerging regulatory scrutiny over gig-worker classification and antitrust concerns.

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Govt Dependence
15/100
Regulatory Density
35/100
Lobbying Intensity
5/100
Political Signal
MEDIUM

BusinessWhat CART does

Instacart operates a marketplace connecting consumers with grocery retailers for same-day delivery, generating revenue through delivery fees, markups, and advertising. The company operates primarily in the US and Canada with a gig-worker model for shoppers.

12 months past · 3 months futureCART activity timeline

$53$43$32 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $51.78 hi $32.93 lo $51.07 CONGRESS 6 INSIDERS 0 13F FUNDS 0 BILLS 0 Ro Khanna (D) · Sale · 2026-07-13Lisa C. McClain (R) · Sale (Full) · 2025-09-25Lisa C. McClain (R) · Sale · 2025-09-25Lisa C. McClain (R) · sale · 2025-09-25
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)
246 trading days · 4 congressional trades shown · 0 insider buys · 0 13F filings · 0 past bill actions · 0 upcoming markups

Lifetime Government AwardsCART federal contracts

CART 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.

Politicians Trading CARTMembers of Congress with recent CART positions

2 politicians traded CART across 6 disclosed transactions totaling $48K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just CART). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading CART

2026-07-13 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-09-25 Lisa C. McClain R-Michigan · house Sale (Full) $1,001 - $15,000
2025-09-25 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-09-25 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-08-13 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000
2025-08-13 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
6+ trades on file · most recent 2026-08-12

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

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

AB 5 (California gig-worker classification)PRO Act (federal gig-worker reclassification)state-level delivery fee caps

Political ProfileWhere CART sits in Washington

Gig-worker classification and state-level delivery regulation create material policy risk, but Instacart's minimal federal lobbying presence and lack of direct government revenue limit direct legislative exposure. Stock sensitivity tied primarily to labor-law developments.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • gig-worker reclassification to employee status
  • state delivery fee regulation
  • antitrust scrutiny on marketplace practices

Regulatory opportunities

  • federal gig-economy framework clarity
  • state-level delivery fee standardization
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Frequently AskedAbout CART & political exposure

Does Instacart (Maplebear Inc.) (CART) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Instacart (Maplebear Inc.). 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.
Has Congress traded CART stock?
6 congressional trades by 2 unique members of Congress, most recently on 2026-07-13. See the Congressional Trading panel for politician-by-politician breakdown.
What is CART political risk profile?
Government dependence: 15/100. Lobbying intensity: 5/100. Political signal: medium.
How does GovGreed track CART 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. CART data is updated daily from these official federal sources.