$CCXI · Churchill Capital Corp XI Congress Trades

Rep. Josh Gottheimer (NJ-05) executed 29 stock transactions totaling $1,001-$15,000 each across a diversified portfolio in October 2022, including purchases of tech stocks (NVDA, TSLA, MSFT), healthcare (AMGN, LLY, REGN), and industrials (DE), along with partial sales of AAPL, GOOG, MSFT, FB, and TSLA, all managed through a Morgan Stanley Select UMA account.

Rep. Josh Gottheimer (NJ-05) executed multiple transactions in August 2022, including significant options trading in Microsoft Corporation (MSFT) with purchases and sales of call options ranging from $250,001 to $5,000,000, along with partial stock sales in various companies including Apple, Blackstone, Lowe's, and others, all in the $1,001-$15,000 range per transaction.

Rep. Josh Gottheimer (NJ-05) engaged in extensive trading activity across 47 transactions in April 2022, primarily through a Morgan Stanley Select UMA Account. Notable purchases included Apple Inc. (AAPL) and Starbucks Corporation (SBUX), each valued at $15,001-$50,000, along with numerous other stock purchases and sales mostly in the $1,001-$15,000 range across sectors including technology, energy, consumer goods, and pharmaceuticals.

Rep. Josh Gottheimer (NJ-05) executed a large portfolio rebalancing in March 2022, with approximately 60 transactions across 50+ stocks managed through a Morgan Stanley Select UMA Account. The activity included purchases of major tech and blue-chip stocks (AAPL, MSFT, GOOG, ORCL, INTU, LOW, KO, AMGN, LLY, etc.) and sales of various holdings, each transaction valued between $1,001-$15,000.