semiconductors · stock-purchase · committee-conflict
CCP Committee Member's Spouse Reshuffles Semiconductor Holdings With Micron Purchase
The spouse of Representative Dan Newhouse bought Micron and sold Applied Materials as the panel scrutinizes tech supply chains.
2026-07-31 — Dan Newhouse · MU
Key facts
- The spouse of Rep. Dan Newhouse purchased between $1,001 and $15,000 of Micron Technology stock on July 10, 2026.
- Rep. Newhouse sits on the House Select Committee on the CCP, which oversees semiconductor supply chain security and export controls.
- The purchase was part of a larger 30-trade batch that included selling shares of Applied Materials.
- The trade occurred roughly two weeks after Micron reported record third-quarter earnings, but amid heavy insider selling by Micron's CEO.
On July 10, 2026, the spouse of Rep. Dan Newhouse (R-Wash.) executed a series of stock transactions, including a new purchase of Micron Technology, Inc. (MU) valued between $1,001 and $15,000. The trade was disclosed quickly on July 17, 2026, representing a seven-day filing lag.
Rep. Newhouse serves on the House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party. The committee focuses heavily on U.S. technology competition and supply chain vulnerabilities, areas of critical relevance to Micron given its ongoing navigate-around of Chinese regulatory bans and domestic semiconductor incentives. On the same day as the Micron purchase, the spouse also disposed of holdings in semiconductor equipment manufacturer Applied Materials, effectively reshuffling the household's exposure to the sector.
The trade was not an isolated transaction. It was executed as part of a larger batch of 30 other trades within a single-day window, including transactions in Eli Lilly, CSX, Alphabet, and Uber. This broad, multi-sector activity suggests the trades may have been part of a routine portfolio rebalancing managed by a third party. Members of Congress are required by the STOCK Act to disclose trades within 45 days, and disclosed amounts are reported in ranges rather than exact figures.
The purchase occurred shortly after Micron's June 24, 2026, earnings release, which reported record fiscal third-quarter results and cited strong demand for AI-related memory products. However, the household's bullish stance on Micron diverged from corporate insiders. While the Newhouse portfolio added shares, Micron executives were active sellers, with CEO Sanjay Mehrotra filing multiple Form 4 disclosures for share sales throughout late June and July, including on July 24.
When it comes to national security and domestic silicon, the legislative and the personal portfolios continue to overlap.
Sources
- Micron Form 8-K Board Appointment — SEC EDGAR
- Micron Q3 FY2026 Earnings 8-K — SEC EDGAR
- Micron Q3 FY2026 Press Release Exhibit — SEC EDGAR
- Sanjay Mehrotra Form 4 Insider Sale — SEC EDGAR