$BBVA · Banco Bilbao Vizcaya Argentaria, S.A. Congress Trades

Rep. Josh Gottheimer (NJ-05) conducted extensive portfolio rebalancing through his Morgan Stanley Select UMA Account in March 2025, selling 24 stocks (including Apple, Broadcom, Tesla, Shopify, and Spotify) while purchasing 11 stocks (including Visa, Booking Holdings, Meta, and Walmart), with all transactions valued between $1,001-$15,000.

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) engaged in extensive trading activity in May 2021, with particularly notable Microsoft (MSFT) options activity involving multiple call options with values ranging up to $5 million, alongside stock purchases and sales across various positions including Alphabet (GOOG), Deere (DE), Facebook (FB), Oracle (ORCL), and numerous other equities in the $1,001-$250,000 range.

Rep. Josh Gottheimer (NJ-05) executed 51 stock transactions through a Morgan Stanley Select UMA Account in October 2020, with transaction amounts ranging from $1,001-$15,000 each. Transactions included purchases and sales across a diverse portfolio including healthcare (AMGN, BMRN, EXAS), technology (SPOT, LYFT, CVNA), financials (MA, various regional banks), and energy stocks (CVX, PSX), with the filing submitted on November 5, 2020.