Tommy Tuberville Stock Trades: Senator Portfolio and Disclosed Activity

Tommy Tuberville represented Alabama football at its peak, coaching Auburn to an undefeated 13-0 season in 2004 before entering politics. He won his Senate seat in a 2020 runoff election and took office in January 2021. His committee assignments span five panels in the 119th Congress (2025-2026): Armed Services (Chair, Personnel Subcommittee), Agriculture Nutrition and Forestry, Health Education Labor and Pensions, Veterans' Affairs, and the Special Committee on Aging. Why this matters for stock trackers: Tuberville sits on the Agriculture subcommittee that oversees commodity markets. He is the only senator on that subcommittee who personally trades cattle, corn, and red wheat futures, according to a New York Times analysis. The overlap between his legislative portfolio and his personal portfolio is the central tension in his congressional trading story.

Several transactions in Tuberville's STOCK Act filings stand out for timing or size. Dollar amounts reflect the mandatory reporting ranges used in Senate disclosure forms, not exact transaction values. January 19, 2024 — Sold Apple (AAPL) for up to $500,000. The $500k Apple sale on Jan 19, 2024 caught my attention — it was his largest single-ticker transaction that quarter, and it came right after Apple's Q1 2024 earnings beat. May 10, 2024 — Sold Cleveland-Cliffs (CLF) for $100,001 to $250,000. CLF is a steel producer whose operations are linked to Alabama's industrial base. January 10, 2025 — Sold six stocks in a single day: Microsoft ($15k–$50k), Apple ($15k–$50k), Texas Instruments ($15k–$50k), Tractor Supply ($15k–$50k), Diageo ($15k–$50k), and Carrier Global ($1k–$15k). Estimated combined total: $76k to $215k. Looking at the Jan 10, 2025 batch — six stocks sold in one day for a mid-five-figure total — this looks to me like a managed account rebalance, not an individual day trader's moves. April 15, 2025 — Sold PayPal (PYPL) for $15,001 to $50,000. December 17, 2025 — Sold Alphabet (GOOGL) for $50,001 to $100,000. On the same day, he bought three sector ETFs: Consumer Staples Select (XLP), Utilities Select (XLU), and Health Care Select (XLV), each for $15,001 to $50,000.

A New York Times analysis identified 20 transactions in Tuberville's portfolio that created potential conflicts of interest with his Senate committee assignments. Three examples illustrate the pattern. Agriculture Committee: He traded cattle, corn, and red wheat futures while serving on the subcommittee that oversees commodity risk management. The Times found he is the only member on that subcommittee who trades these agricultural products. Armed Services Committee: He sold Microsoft call options shortly before the Pentagon canceled a $10 billion cloud computing contract. He also bought Northrop Grumman stock soon after attending a hearing on the Russia-Ukraine war. HELP Committee: He traded Johnson & Johnson, Regeneron Pharmaceuticals, and 3M during the COVID-19 pandemic while serving on the panel that oversaw the federal health crisis response. Tuberville has said he does not manage his own investments. "I don't trade stocks, my brokers do," he told reporters. "I give them money and say: you do it." Without access to the advisor's instructions, outside trackers cannot determine which trades originated with Tuberville versus his broker.