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INSM

Insmed Incorporated

Sector: healthcareBiotechnologyNASDAQMarket Cap: $35.17B

Insmed Incorporated is a biopharmaceutical company focused on rare diseases, with a political profile defined by concentrated congressional selling activity from a single member and no direct lobbying or federal contract footprint.

Govt Dependence
5/100
Regulatory Density
95/100
Lobbying Intensity
0/100
Political Signal
BEARISH

BusinessWhat INSM does

Insmed is a global biopharmaceutical company developing and commercializing therapies for patients with serious and rare diseases. Its revenue is derived from the sale of its approved products, primarily in the respiratory disease space, with a pipeline targeting unmet medical needs. The company operates in a highly regulated environment governed by the FDA and international health authorities.

12 months past · 3 months futureINSM activity timeline

$218$141$64 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $211.41 hi $66.02 lo $133.26 CONGRESS 18 INSIDERS 0 13F FUNDS 30 BILLS 41 Gilbert Ray Cisneros (D) · Sale · 2025-10-03Gilbert Ray Cisneros (D) · sale · 2025-10-03Gilbert Ray Cisneros (D) · sale · 2025-09-22Gilbert Ray Cisneros (D) · Sale · 2025-09-22Gilbert Ray Cisneros (D) · Sale · 2025-08-08Gilbert Ray Cisneros (D) · sale · 2025-08-08Gilbert Ray Cisneros (D) · sale · 2025-07-07Gilbert Ray Cisneros (D) · Sale · 2025-07-07Josh Gottheimer (D) · Purchase · 2025-06-16Josh Gottheimer (D) · purchase · 2025-06-16 D.E. Shaw & Co. · OPENED $701M · 2025-09-30D.E. Shaw & Co. · OPENED $617M · 2025-12-31D.E. Shaw & Co. · OPENED $317M · 2025-06-30Citadel Advisors · OPENED $296M · 2025-09-30Citadel Advisors · OPENED $200M · 2025-12-31Two Sigma Investments · OPENED $167M · 2025-12-31Two Sigma Investments · OPENED $111M · 2025-09-30Citadel Advisors · OPENED $95M · 2025-06-30Renaissance Technologies · OPENED $51M · 2025-09-30Two Sigma Investments · OPENED $38M · 2025-06-30Renaissance Technologies · OPENED $31M · 2025-06-30 S.827 · markup · 2025-07-30HR.1860 · committee · 2025-09-16HR.2068 · committee · 2025-06-12 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · 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 · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Budget · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Veterans' Affairs · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-21MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 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 · 10 congressional trades shown · 0 insider buys · 11 13F filings · 3 past bill actions · 16 upcoming markups

Lifetime Government AwardsINSM federal contracts

INSM 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 INSM

$3.77B
Total INSM held by tracked 13F funds
38
Funds with INSM positions
+38
Funds opened this quarter
D.E. Shaw & Co. $701M opened 2025-09-30
D.E. Shaw & Co. $617M opened 2 overlap 2025-12-31
D.E. Shaw & Co. $317M opened 2025-06-30
Citadel Advisors $296M opened 2025-09-30
Citadel Advisors $200M opened 2 overlap 2025-12-31
D.E. Shaw & Co. $177M opened 2025-03-31
Two Sigma Investments $167M opened 2 overlap 2025-12-31
D.E. Shaw & Co. $164M opened 2024-09-30
30 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading INSMMembers of Congress with recent INSM positions

2 politicians traded INSM across 16 disclosed transactions totaling $128K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just INSM). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading INSM

2025-10-03 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000 46d late
2025-10-03 Gilbert Ray Cisneros D-California · house sale $1,001 - $15,000 46d late
2025-09-22 Gilbert Ray Cisneros D-California · house sale $1,001 - $15,000
2025-09-22 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-08-08 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-08-08 Gilbert Ray Cisneros D-California · house sale $1,001 - $15,000
2025-07-07 Gilbert Ray Cisneros D-California · house sale $1,001 - $15,000
2025-07-07 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-06-16 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2025-06-16 Josh Gottheimer D-New Jersey · house purchase $1,001 - $15,000
2025-04-09 Josh Gottheimer D-New Jersey · house Sale $1,001 - $15,000
2025-04-09 Josh Gottheimer D-New Jersey · house sale $1,001 - $15,000
18+ trades on file · most recent 2025-11-18

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 Affecting INSMLive legislation impacting this stock

Political ProfileWhere INSM sits in Washington

[object Object]

STRUCTURAL: No lobbying spend (`get_political_influence.lobbying.total_income`: $0), no federal contracts (`get_government_precedent.federal_contracts_summary`: null), and no political donations. EVIDENTIARY: Concentrated selling by a single congressman (Rep. Crenshaw, 4 sale events) outweighs a single, smaller purchase by another. Net: Evidentiary signal from repeated congressional sales points to bearish sentiment among informed political actors.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Broad legislative impact from multiple pending healthcare bills
    U.S. Congress
    "`Recent bill_impacts` lists 8 healthcare bills with estimated revenue impacts ranging from $3.19M to $6.06M."

Regulatory opportunities

  • No specific regulatory opportunities flagged.

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

Member intelligence layer

Live signals + predictions for INSM — for Founders

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

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Frequently AskedAbout INSM & political exposure

Does Insmed Incorporated (INSM) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Insmed Incorporated. 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 INSM stock?
18 congressional trades by 2 unique members of Congress, most recently on 2025-10-03. See the Congressional Trading panel for politician-by-politician breakdown.
What is INSM 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 INSM 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. INSM data is updated daily from these official federal sources.