$EBSB · Meridian Bancorp, Inc. Congress Trades

Rep. Josh Gottheimer (NJ-05) executed 51 stock transactions through a Morgan Stanley Select UMA Account in October 2020, with transaction amounts ranging from $1,001-$15,000 each. Transactions included purchases and sales across a diverse portfolio including healthcare (AMGN, BMRN, EXAS), technology (SPOT, LYFT, CVNA), financials (MA, various regional banks), and energy stocks (CVX, PSX), with the filing submitted on November 5, 2020.

Rep. Josh Gottheimer (NJ-05) conducted extensive trading activity in September 2020, executing approximately 60 transactions through a Morgan Stanley Select UMA Account. The majority of transactions were in the $1,001-$15,000 range across diverse holdings including technology (AAPL, NVDA, CRM), financial services (JPM, WFC, MA), and consumer stocks. Notable larger position includes a $15,001-$50,000 purchase of Nintendo ADR (NTDOY) on 09/01/2020, and a $100,001-$250,000 purchase of IG Sponsor LLC (SPAC) on 09/22/2020.

Hon. Gilbert Cisneros filed a Periodic Transaction Report on 08/19/2020 disclosing 47 transactions across multiple stocks held through the 150 Main Street Trust, with purchases and partial/full sales ranging from $1,001 to $50,000 per transaction. Notable transactions include a $15,001-$50,000 partial sale of Carlisle Companies (CSL) on 07/20/2020 and a $15,001-$50,000 purchase of Ingersoll Rand (IR) on 07/21/2020, along with a Mobile Mini (MINI) share exchange for Willscot Mobile Mini Holdings following a merger.

Rep. Gilbert Cisneros (CA-39) executed a large portfolio rebalancing through the 150 Main Street Trust during January 2020, purchasing approximately 40+ stocks including major positions in GoDaddy ($50,001-$100,000), Square ($50,001-$100,000), and multiple $15,001-$50,000 positions in tech and consumer stocks (ABMD, GOOS, CENT, PLNT, POL, ROKU, SEE, TCOM, INTU), while also selling select positions including Celgene, Gartner, Entegris, MSCI, Omnicom, and Cantel Medical. The filing also noted a stock exchange transaction involving Wellcare Health Plans shares converted to Centene Corp. following a merger.