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FERG

Ferguson plc

Sector: infrastructureIndustrial - DistributionNYSEMarket Cap: $49.86B

Ferguson plc is a distributor of plumbing and heating products with minimal direct US political exposure, evidenced by $0 in federal contracts and $0 in lobbying spend, but faces broad legislative risk from eight infrastructure bills with an estimated $154M aggregate revenue impact.

Govt Dependence
5/100
Regulatory Density
65/100
Lobbying Intensity
0/100
Political Signal
BEARISH

BusinessWhat FERG does

Ferguson plc operates as a value-added distributor of plumbing and heating products, pipes, valves, and fittings in North America. Its business model centers on wholesale distribution to professional contractors in residential and non-residential construction, maintenance, repair, and remodeling markets. Revenue is derived from the sale of these products, with operations heavily concentrated in the United States.

12 months past · 3 months futureFERG activity timeline

$276$224$173 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $267.71 hi $178.21 lo $264.27 CONGRESS 30 INSIDERS 0 13F FUNDS 9 BILLS 40 Ro Khanna (D) · Sale · 2026-01-21Ro Khanna (D) · Sale · 2026-01-22Rick W. Allen (R) · Purchase · 2025-12-12Ro Khanna (D) · Sale · 2025-11-20Ro Khanna (D) · Sale · 2025-10-27Ro Khanna (D) · sale · 2025-10-27Val T. Hoyle (D) · Sale · 2025-09-23Val T. Hoyle (D) · sale · 2025-09-23Ro Khanna (D) · sale · 2025-07-25Ro Khanna (D) · sale · 2025-07-09Ro Khanna (D) · Sale · 2025-07-25Ro Khanna (D) · Sale · 2025-07-09Ro Khanna (D) · Sale · 2025-06-27Ro Khanna (D) · sale · 2025-06-27 S.91 · markup · 2026-02-04 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Homeland Security and Governmental Affairs · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-20MARKUP · Senate Environment and Public Works Subcommittee on Clean Ai · 2026-05-20MARKUP · House Homeland Security · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21MARKUP · Homeland Security Subcommittee on Cybersecurity and Infrastr · 2026-05-21
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)
240 trading days · 14 congressional trades shown · 0 insider buys · 0 13F filings · 1 past bill actions · 15 upcoming markups

Lifetime Government AwardsFERG federal contracts

FERG 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 FERG

$732.2M
Total FERG held by tracked 13F funds
9
Funds with FERG positions
+9
Funds opened this quarter
Viking Global Investors $324M opened 2024-06-30
Viking Global Investors $191M opened 2024-03-31
Citadel Advisors $77M opened 2024-03-31
Citadel Advisors $54M opened 2024-06-30
Renaissance Technologies $49M opened 2024-06-30
Baupost Group $17M opened 2024-09-30
Baupost Group $14M opened 2024-06-30
Two Sigma Investments $7M opened 2024-06-30
1 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading FERGMembers of Congress with recent FERG positions

4 politicians traded FERG across 28 disclosed transactions totaling $298K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just FERG). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading FERG

2026-01-21 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-01-22 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-12-12 Rick W. Allen R-Georgia · house Purchase $15,001 - $50,000
2025-11-20 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-10-27 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-10-27 Ro Khanna 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
2025-07-25 Ro Khanna D-California · house sale $1,001 - $15,000
2025-07-09 Ro Khanna D-California · house sale $1,001 - $15,000
2025-07-25 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-07-09 Ro Khanna D-California · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-02-06

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

Stock awards & option exercises

42
stock awards · $7.8M market value
2026-03-12 Murphy Kevin Michael See Remarks AWARD 13,923 sh $3.1M
2026-03-12 Brundage William Chief Financial Officer AWARD 4,015 sh $882K
2026-03-12 Schlicher Jake Chief Strategy Officer AWARD 2,266 sh $498K
2026-03-12 Thees William T. Jr Chief Operating Officer AWARD 2,266 sh $498K
2026-03-12 Graham Ian T. See Remarks AWARD 1,942 sh $427K
2026-03-12 Camposano Robert Anthony Jr. Senior VP - Waterworks AWARD 1,942 sh $427K
2026-03-12 Paisley James A. See Remarks AWARD 1,780 sh $391K
2026-03-12 Winckler Richard Chief Accounting Officer AWARD 819 sh $180K
For FERG, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting FERGLive legislation impacting this stock

S.91 · 119th
Western Wildfire Support Act of 2025
Markup latest action 2026-02-04 MINIMAL
HRES.245 · 119th
Recognizing the significance of Sjögren's disease as a serious and systemic autoimmune disease and expressing support for the desi
Committee latest action 2025-03-24 MINIMAL
HCONRES.18 · 119th
Expressing support for the recognition of March 10, 2025, as "Abortion Provider Appreciation Day".
Committee latest action 2025-03-10 MINIMAL
HR.1925 · 119th
Emerging Digital Identity Ecosystem Report Act of 2025
Committee latest action 2025-03-06 MINIMAL
S.906 · 119th
Peer to Peer Mental Health Support Act
Committee latest action 2025-03-06 MINIMAL
HRES.194 · 119th
Expressing support for the designation of March 6, 2025, as "Great Lakes Day".
Committee latest action 2025-03-05 MINIMAL
SRES.107 · 119th
A resolution expressing support for the designation of the week of March 3 through March 7, 2025, as "National Social and Emotiona
Committee latest action 2025-03-05 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
HRES.182 · 119th
Expressing support for the designation of March 3, 2025, as "National Triple-Negative Breast Cancer Day".
Committee latest action 2025-03-03 MINIMAL
HRES.179 · 119th
Expressing support for the strengthening of United States-Africa partnerships in critical minerals development.
Committee latest action 2025-03-03 MINIMAL

Political ProfileWhere FERG sits in Washington

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STRUCTURAL: No federal contracts (`get_government_precedent.federal_contracts_summary` is null), $0 lobbying spend (`get_political_influence.lobbying.total_income`), and no corporate insider cluster buys (`get_corporate_insider_signal.is_cluster_buy` is false). EVIDENTIARY: Net selling by congressional traders (13 sales vs. 1 purchase in last 12 months) and two isolated, non-clustered corporate insider buys from 2024. Net: Negative evidentiary flow against a neutral structural backdrop.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Broad exposure to sector-wide infrastructure legislation
    US Congress
    "`Recent bill_impacts` lists 8 bills with impact_ratio 0.0004 and aggregate estimated revenue impact of ~$154M."

Regulatory opportunities

  • No specific regulatory opportunities flagged.

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

Member intelligence layer

Live signals + predictions for FERG — for Founders

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Frequently AskedAbout FERG & political exposure

Does Ferguson plc (FERG) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Ferguson plc. 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 FERG stock?
54 congressional trades by 6 unique members of Congress, most recently on 2026-01-22. See the Congressional Trading panel for politician-by-politician breakdown.
What is FERG political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: bearish. Donor party split: R 0% / D 0%.
How does GovGreed track FERG 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. FERG data is updated daily from these official federal sources.