$AAGIY · AIA Group Limited Congress Trades

Hon. Josh Gottheimer conducted extensive portfolio rebalancing in June 2024, executing numerous sales (predominantly partial positions) across a diversified portfolio of domestic and international stocks worth $1,001-$15,000 each, while making selective purchases in Apple (AAPL), Broadcom (AVGO), Grupo Financiero Banorte (GBOOY), Intuitive Surgical (ISRG), Microsoft (MSFT), NVIDIA (NVDA), and Advanced Energy Industries (AEIS).

Rep. Josh Gottheimer (NJ-05) executed a high-volume portfolio rebalancing in July 2023, trading approximately 60+ stocks through a Morgan Stanley Select UMA account with mostly mixed buys and sells of large-cap tech, pharma, and international stocks, each in the $1,001-$15,000 range.

Hon. Josh Gottheimer engaged in extensive trading activity across 50+ stocks and multiple Microsoft call options during February 2023. Most stock transactions ranged from $1,001-$15,000, but notably included significant Microsoft call option activity valued at $250,001-$5,000,000 with various strike prices and expiration dates. All transactions were managed through Morgan Stanley accounts and reported on 03/07/2023.

Rep. Josh Gottheimer (NJ-05) executed 31 transactions in April 2020 across a diverse portfolio of blue-chip and technology stocks, with purchases and partial sales each valued between $1,001-$15,000. All transactions were conducted through a Morgan Stanley Select UMA account and reported on 05/06/2020.