$DISCA · Warner Bros. Discovery, Inc. Congress Trades

Rep. Josh Gottheimer (NJ-05) executed a significant portfolio rebalancing through Morgan Stanley managed accounts in June 2021, involving purchases of Microsoft ($50,001-$100,000), Progressive ($15,001-$50,000), Alphabet, Biogen, Lam Research, and Allianz, while selling partial or full positions in 14 stocks including Tesla, Snap, Cognizant, Etsy, and others, each in the $1,001-$15,000 range, along with sales of Microsoft call options.

Rep. Josh Gottheimer (NJ-05) engaged in extensive trading activity in May 2021, with particularly notable Microsoft (MSFT) options activity involving multiple call options with values ranging up to $5 million, alongside stock purchases and sales across various positions including Alphabet (GOOG), Deere (DE), Facebook (FB), Oracle (ORCL), and numerous other equities in the $1,001-$250,000 range.

Hon. Josh Gottheimer conducted 79 transactions in March 2021 through a Morgan Stanley Select UMA Account, involving purchases and sales of various stocks including tech (TSLA, NVDA, AAPL, GOOG), financial services (MS, SCHW), industrials (DE, FDX), and other sectors. All transactions were in the $1,001 - $15,000 range.

Hon. Gilbert Cisneros (CA-39) executed a substantial portfolio rebalancing through the 150 Main Street Trust during March-April 2020, trading over 100 diverse securities including major positions in technology (GOOGL, GOOG), financials (C, JPM), industrials (CAT, BA), and other sectors, with transaction amounts ranging from $1,001-$250,000 and including a notable $100,001-$250,000 sale of California Department of Water Resources bonds.