$FMX · Fomento Económico Mexicano, S.A.B. de C.V. Congress Trades

Hon. Jonathan Jackson made 34 stock transactions totaling between $34,034 - $510,000 across a Morgan Stanley Rollover IRA account opened by his spouse in March 2025. Notable purchases included Amazon (AMZN), Meta (META), T-Mobile (TMUS), McKesson (MCK), and KKR & Co. (KKR), with sales of Church & Dwight (CHD), Eli Lilly (LLY), Fomento Economico Mexicano (FMX), Goldman Sachs (GS), Palo Alto Networks (PANW), and Williams Companies (WMB) between March and 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.

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).

Rep. Josh Gottheimer (NJ-05) executed 49 transactions in a Morgan Stanley Select UMA account between September 6-26, 2023, consisting primarily of sales across a diversified portfolio of stocks including technology (GOOG, AAPL, NVDA, TSLA), healthcare (LLY, MRNA, DXCM), financials (MA, FIS), and consumer names (SBUX, TGT, STARBUCKS), with most positions valued at $1,001-$15,000 and one larger position in Dominion Energy (D) valued at $15,001-$50,000.