$D · Dominion Energy, Inc. Congress Trades

Hon. Sheri Biggs (SC-03) executed a comprehensive portfolio rebalancing through a professionally managed W.S.B Trust account at UBS Financial Services, involving approximately 100+ transactions in March-August 2025. The activity included numerous stock sales (AAPL, AAPL, CVX, SCHW, JNJ, FAST, FIS, and others in the $15,001-$50,000 range), multiple structured product purchases from JP Morgan Chase and Bank of Nova Scotia ($250,001-$1,000,000 range), dividend reinvestments in Apollo Debt Solutions BDC, and a notable $100,001-$250,000 purchase of iShares Bitcoin Trust ETF (IBIT) in July 2025.

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.

Rep. Gilbert Cisneros (CA-31) executed 67 transactions in January-early February 2025, primarily through the 150 Main Street Trust. Notable activity includes a large sale of U.S. Treasury Bills ($250,001-$500,000), purchases of Hawaiian Electric Industries ($50,001-$100,000) and UnitedHealth Group ($15,001-$50,000), along with numerous smaller stock purchases and sales across healthcare, technology, and industrial sectors, plus two put options on Broadcom and Constellation Brands.

Rep. Josh Gottheimer (NJ-05) executed extensive trading activity in January 2025 through a Morgan Stanley managed account, with over 100 transactions involving purchases and sales across a diversified portfolio of blue-chip stocks, technology companies, and international equities. Most transactions ranged from $1,001-$15,000, with one notable sale of Merck & Company (MRK) in the $15,001-$50,000 range on January 27, 2025.