Analysis: Jared Moskowitz's buy of AMAT (Applied Materials, Inc.)

Assessment: On watch

Rep. Moskowitz added to his AMAT position a day before three relevant Foreign Affairs hearings, but same-day sales and insider selling suggest routine rebalancing over informational edge.

Member: Jared Moskowitz
Party / state: D-FL-23
Chamber: House
Transaction: Buy
Amount: $1,001-$15,000
Ticker: AMAT
Company: Applied Materials, Inc.
Trade date: 2026-07-13
Disclosure date: 2026-08-27
Disclosure lag: 45 days

Executive summary

On 2026-07-13, Rep. Jared Moskowitz (D-FL-23) disclosed a purchase of Applied Materials (AMAT) in the $1,001-$15,000 range, filed 45 days later on 2026-08-27. Congress.gov committee schedule results show House Foreign Affairs hearings scheduled for 2026-07-14 (one day after the trade) including a hearing referencing the FY27 BIS budget (BIS is associated with export controls). Federal Register results within the research window include multiple notices naming Applied Materials (FTZ Board subzone applications; EPA HFC allowance allocations listing Applied Materials; FTC early termination notice listing Applied Materials).

Within the user-provided trading history, AMAT appears twice and both are purchases (2026-06-18 and 2026-07-13), each in the $1,001-$15,000 range. The analyzed trade date (2026-07-13) coincides with two same-day sales in other tickers (STE and GWW), each also in the $1,001-$15,000 range, indicating multiple transactions clustered on the same day. Primary-source context gathered in this run includes (1) a 2026-05-14 AMAT 8-K filing reporting quarterly results (per user-provided SEC enrichment), (2) Federal Register notices naming Applied Materials in Department of Commerce FTZ subzone applications (2025-12-05 and 2026-04-20), (3) an EPA notice (2025-11-20) listing Applied Materials as a semiconductor application-specific HFC allowance recipient, and (4) an FTC notice (2026-02-19) listing a transaction line item involving 'Gary Dickerson; Applied Materials, Inc.; Gary Dickerson.' Due to tool limitations during this run, SEC 10-K risk factor excerpts, USAspending contract data, Regulations.gov docket data, and contemporaneous news results were not retrieved.

Timeline

2025-11-20 — EPA notice on 2026 HFC allowance allocations includes Applied Materials listed under 'Semiconductors' application-specific allowances.
2025-12-05 — FTZ Board notice: application for subzone status for Applied Materials facilities in Austin/Pflugerville, Texas; public comment invited.
2026-02-19 — FTC notice granting early termination of waiting period under HSR rules lists a transaction line item including 'Gary Dickerson; Applied Materials, Inc.; Gary Dickerson.'
2026-04-20 — FTZ Board notice page: application for subzone involving Applied Materials facilities in Massachusetts (full summary not extracted).
2026-05-14 — Applied Materials filed an 8-K (Items 2.02, 9.01) reporting quarterly results (per user-provided deterministic SEC enrichment).
2026-06-18 — Jared Moskowitz purchase of AMAT ($1,001-$15,000) (first AMAT trade in provided dataset).
2026-06-30 — House Energy and Commerce Subcommittee hearing on technology leadership; hearing charter mentions securing semiconductor supply chains for materials and equipment.
2026-07-13 — TRADE DATE: Jared Moskowitz purchased AMAT ($1,001-$15,000). Same-day activity also included sale of STE and sale of GWW (both $1,001-$15,000).
2026-07-14 — House Foreign Affairs hearing scheduled: 'FY27 BIS Budget: the AI Arms Race and the ICTS Office.'
2026-07-14 — House Foreign Affairs East Asia and Pacific Subcommittee hearing scheduled: 'More Bang for the Buck: Aligning Commercial Diplomacy Between State and Commerce.'
2026-07-14 — House Foreign Affairs Oversight and Intelligence Subcommittee hearing scheduled: 'U.S. Economic Security and Investment Abroad: Assessing Economic Security Zones.'
2026-08-27 — DISCLOSURE FILED: Transaction reported on PTR filed 2026-08-27 (trade date 2026-07-13).

Independent analysis of public financial disclosures. Not financial or investment advice.

Sources

Jared Moskowitz · AMAT · Trading news