$DSCSY · Disco Corporation Congress Trades

Rep. Josh Gottheimer (NJ-05) conducted extensive portfolio rebalancing through his Morgan Stanley Select UMA Account in March 2025, selling 24 stocks (including Apple, Broadcom, Tesla, Shopify, and Spotify) while purchasing 11 stocks (including Visa, Booking Holdings, Meta, and Walmart), with all transactions valued between $1,001-$15,000.

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 (NJ05) executed an extensive portfolio rebalancing in October 2024, involving 47 transactions across major technology, financial, and industrial stocks through a Morgan Stanley Select UMA Account. Notable purchases include Apple ($15,001-$50,000) and Microsoft ($15,001-$50,000 sale), with most other trades ranging from $1,001-$15,000. The activity shows significant trading volume with a mix of purchases and partial sales across blue-chip equities.