$BWIN Congressional Stock Tracker 1 Member

$BWIN · The Baldwin Insurance Group, Inc. Congress Trades

1 members of the U.S. Congress (0 Senators and 1 Representatives) have disclosed 2 STOCK Act transactions in The Baldwin Insurance Group, Inc. ($BWIN) between May 29, 2024 and Oct 16, 2025, totaling 1 purchases and 1 sales. Members who have traded $BWIN include Josh Gottheimer.

Total Congress Trades2
Members Trading1
Purchases1
Sales1
Senate / House0S · 1H
Latest DisclosureOct 16, 2025
Disclosed Oct 16, 2025 · Official PDF ↗

Rep. Josh Gottheimer (NJ-05) executed 10 transactions in September 2025 through his Morgan Stanley Select UMA Account, with trades ranging from $1,001-$15,000 each. Purchases included Commvault Systems (CVLT), Independence Realty Trust (IRT), M3 Inc (MTHRY), Natera Inc (NTRA), Sysmex Corp (SSMXY), and Tandem Diabetes Care (TNDM), while sales included Diageo plc (DEO), Intuitive Surgical (ISRG partial), Baldwin Insurance Group (BWIN), and The Trade Desk (TTD).

All transactions executed through Morgan Stanley Select UMA Account (JT Owner)Active trading period: 10 trades in September 2025Mix of purchases and sales suggests portfolio rebalancingIncludes healthcare sector focus (NTRA, TNDM, SSMXY, MTHRY)
Disclosed Jun 8, 2024 · Official PDF ↗

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.

Member of Congress Action Amount Range Traded Disclosed Owner Filing
Rep. Josh Gottheimer
House · NJ05
Sale $1,001 - $15,000 Sep 23, 2025 Oct 16, 2025 Joint PTR PDF ↗
Rep. Josh Gottheimer
House · NJ05
Purchase $1,001 - $15,000 May 29, 2024 Jun 8, 2024 Joint PTR PDF ↗

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