$CBZ · CBIZ, Inc. Congress Trades

Rep. Gilbert Cisneros (CA-31) executed a large portfolio rebalancing in June 2026, trading approximately 80+ stocks and bonds through the 150 Main Street Trust. Notable transactions include selling $500,001-$1,000,000 of Mount San Jacinto Community College District Bonds, purchasing $50,001-$100,000 of Eli Lilly stock, and multiple $15,001-$50,000 positions in IBM, ConAgra Brands (sold), MELI, Vail Resorts, Microsoft (sold), Argan, and MicroStrategy.

Rep. Josh Gottheimer (NJ-05) executed 29 transactions during April 2026, predominantly selling positions across diverse sectors including technology (AMD, IBM, NOW, ServiceNow), financials (GS, SYF, ALLY), consumer goods (HD, DRI, DLTR), and industrials (F, MLM, TSCO). Purchases included AMD (2x), CBZ, FWRG, FCX, GS, IFNNY, INTA, and NTES. Six transactions fell in the $15,001-$50,000 range (DRI, F, GS, HD, MLM, PFGC, SYF, TSCO), with most other transactions between $1,001-$15,000.

Rep. Josh Gottheimer (NJ-05) executed a diverse portfolio rebalancing in March 2026, selling 11 stocks (including COLB, CCI, ALC, IFNNY, and others) each in the $1,001-$15,000 range, while purchasing stakes in APD, FN, SE, and NOW in similar amounts. Most notably, he purchased two large Microsoft call option positions totaling $550,001-$1,100,000 combined ($50,001-$100,000 for $325 strike calls and $500,001-$1,000,000 for $320 strike calls, both expiring 06/18/2026).

Rep. Josh Gottheimer (D-NJ05) executed a massive portfolio rebalancing in April 2025, selling dozens of stocks worth $1,001-$15,000 each (with one Corning sale at $15,001-$50,000) while making selective purchases including Microsoft call options ($50,001-$100,000), along with buys in 3M, AbbVie, Alibaba, Fiserv, Charles Schwab, Cheniere Energy, D.R. Horton, and Home Depot.