Pre-signal government spending

Be first. Act first.

Defense spending has a leading indicator. Most of the market acts on the lagging one.

THAAD interceptors · when the record knew, and when the headline landed

NYSE: LMT

Program dollars printed in the public record

Value reported in the headline

Sources: MDA FY26 justification book; FY26 NDAA and appropriations conference reports; Lockheed Martin release, Jan 29, 2026; Army FY27 justification book, Apr 21, 2026; MDA award, Jun 24, 2026. $842.87M obligated at award: 2.4% of the ceiling. Full case →

12–24 mo

From budget line to award notice

Petabytes

Of unstructured public records, made structured

5,000+

Sources reconciled into one graph

20+ yrs

Of history behind every read, refreshed daily

In practice

A mark lands Tuesday. You know what it funds by Wednesday.

Tuesday, 07:42 · your watchlist

FY26 conference reports

Mark

NDAA conference adds $714.6M: “THAAD additional quantities”

Appropriations conference +$300M to accelerate multiyear · SAC-D +$208.3M production capacity

+$1.22B

marks → THAAD interceptors → MDA → Lockheed Martin

Lockheed Martin · NYSE: LMT · sole THAAD prime

Headline: Jun 24, 2026

$35.28B

FY27–FY31 profile printed in the Army J-book, Apr 21, 2026

5 mo

From framework agreement to the “up to $35B” award

2.4%

Of the ceiling obligated on day one: $842.87M

NDAA conf. report

Approps conf. report

Army FY27 J-book

MDA award · 6/24/26

Congress adjusts a program's funding in committee on a Tuesday. By Wednesday you know which of your names that line funds, how much of their federal book sits on it, and when the incumbent's contract comes up. The market finds out at the award, a year or more later.

Walk it either way. From a ticker back to the budget line, or from a budget line out to every company exposed to it.

Every edge is sourced. Document, period and scope on every number.

Where it ends, it says so. We name the boundary rather than smooth it over.

See the products →

Why institutions buy HighGround

Three things change.

You reach a defensible view in an afternoon instead of a week.

Budget books, committee reports and contract actions are already joined to the company, the period and the source.

You stop underwriting revenue that was never funded.

Ceiling, requested, enacted and obligated are held apart. The headline number stops standing in for backlog.

When someone asks where the number came from, you show them, in the meeting.

Every figure opens to the document behind it, with its period and scope.

The platform layer

Every dollar the government will spend, before it spends it. Structured, linked, and powering your workflows 24/7.

Government spending data sits across dozens of disconnected systems. Budgets, awards, agency spending patterns, vendor histories. None of it is linked. None of it is scored.

Your AI pulls a record and calls it research. That's not intelligence. That's a faster way to be wrong.

One connection

Every government investment signal your models need.

HighGround ingests government spending, budget, award, and vendor data from 5000+ sources, resolves entities across them, and builds scoring models on top. Your models, your analysts, and your agents connect directly.

Your Models · structured API & MCP endpoint

Your Analysts · AI chat & research interface

Your Agents · alerts, digests & workflows

Investors

Get ahead of government spending.

Hedge funds, private equity, banks, research →

Operators

Turn spending into your edge.

Strategy, BD, corp dev, government affairs →

Research

Intelligence notes on the government market.

All research →

Sep '26

6 min read

Three Committees, Three Different Answers on One Destroyer Line

House authorizers added a billion dollars to DDG-51. House appropriators funded it as requested. Senate authorizers marked it at zero.

Read the note →

ddg-51-three-committees-three-answers

Sep '26

3 min read

The HighGround Marks Dataset Shows How Congress Actually Moves Money

Every committee action is published with a number and a stated reason. Read as a series, they show which programs Congress protects.

Read the note →

highground-marks-dataset-congress-moves-money

Aug '26

4 min

A Third of the FY27 Defense Research Budget Rides on a Bill That Has Not Passed

The FY27 defense research budget shows 140% growth. Most of it is $124.9B in reconciliation money Congress has not appropriated, across 35 program elements.

Read the note →

fy27-defense-research-budget-reconciliation

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