$GBOOY · Grupo Financiero Banorte, S.A.B. de C.V. Congress Trades

Hon. Sheri Biggs (SC-03) executed a comprehensive portfolio rebalancing through a professionally managed W.S.B Trust account at UBS Financial Services, involving approximately 100+ transactions in March-August 2025. The activity included numerous stock sales (AAPL, AAPL, CVX, SCHW, JNJ, FAST, FIS, and others in the $15,001-$50,000 range), multiple structured product purchases from JP Morgan Chase and Bank of Nova Scotia ($250,001-$1,000,000 range), dividend reinvestments in Apollo Debt Solutions BDC, and a notable $100,001-$250,000 purchase of iShares Bitcoin Trust ETF (IBIT) in July 2025.

Rep. Josh Gottheimer (NJ-05) executed extensive trading activity in January 2025 through a Morgan Stanley managed account, with over 100 transactions involving purchases and sales across a diversified portfolio of blue-chip stocks, technology companies, and international equities. Most transactions ranged from $1,001-$15,000, with one notable sale of Merck & Company (MRK) in the $15,001-$50,000 range on January 27, 2025.

Rep. Josh Gottheimer (NJ-05) executed a diverse portfolio of transactions in December 2024, including significant options activity on Microsoft (MSFT) with multiple call option sales and purchases ranging from $1,000,001-$5,000,000, along with numerous stock purchases and sales across major companies including Apple, Goldman Sachs, Johnson & Johnson, Walmart, and Tesla, with most individual stock transactions in the $1,001-$15,000 range.

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).