$DASTY · Dassault Systèmes SE Congress Trades

Rep. Josh Gottheimer (NJ-05) executed multiple stock sales and one purchase totaling between $1,001-$50,000 across various holdings in November 2025, including a larger sale of Fidelity National Information Services (FIS) for $15,001-$50,000, all managed through a Morgan Stanley Select UMA account.

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. Josh Gottheimer (NJ-05) executed extensive portfolio rebalancing in February 2025, with significant activity in major tech stocks including Microsoft call options ($1M-$5M purchases across multiple strike prices and expiration dates) and partial sales of Apple, Microsoft common stock, and numerous other holdings in the $1,001-$15,000 range each. Most trades occurred through Morgan Stanley managed accounts on dates between 02/03/2025-02/28/2025.

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).