$ALG · Alamo Group Inc. Congress Trades

Hon. Josh Gottheimer (NJ05) executed an extensive portfolio rebalancing in October 2024, involving 47 transactions across major technology, financial, and industrial stocks through a Morgan Stanley Select UMA Account. Notable purchases include Apple ($15,001-$50,000) and Microsoft ($15,001-$50,000 sale), with most other trades ranging from $1,001-$15,000. The activity shows significant trading volume with a mix of purchases and partial sales across blue-chip equities.

Rep. Josh Gottheimer (NJ-05) executed 56 transactions in September 2024 through his Morgan Stanley Select UMA Account, with a mix of purchases and partial sales across major technology, financial, healthcare, and international stocks. All transactions were valued between $1,001-$15,000, with purchases including AAPL, BX, CRNX, HDB (3 purchases), IBM (3 purchases), IRT, MA, MCD, NSRGY, PYPL, NOW, SSMXY (2 purchases), and TMO, while sales included partial positions in ALG, ALGM, GOOG, APH, ASML, BNTX, BOOT, AVGO (3 sales), CELH, CHRD, CNS, ETN (2 sales), XNGSY, FCX, HALO, IBN (2 sales), LRCX, MCK, META, MSFT, PPBI, RHP, SAP (2 sales), SNPS, TSM, TT, USPH, and VRT.

Rep. Josh Gottheimer (NJ-05) conducted extensive trading activity in May 2024, including 27 stock transactions ranging from $1,001-$15,000 each and four significant Microsoft call option positions totaling $1,000,001-$5,000,000. Notable purchases included GOOG, BKNG, CLPBY, LOPE, HLN, INTA, KKR, NTDOY, SWTX, SSMXY, TSLA, BWIN, and UMBF, while sales included ALG, ALGN, AMSF, BX, EXAS, INSM, LOW, MELI, META, MNST, RPD, CRM, TXRH, and UBER.

Representative Josh Gottheimer engaged in extensive trading activity across a Morgan Stanley Select UMA Account during October 2023, with 58 transactions totaling approximately $58,000-$870,000. The activity included purchases and partial sales across a diverse portfolio of stocks including technology (AAPL, MSFT, GOOG, META), industrials (GWW, DCO), healthcare (LLY, SGEN), consumer (SBUX, EL), and international ADRs (ADYEY, FANUY, PNGAY), with all individual transactions in the $1,001-$15,000 range.