$HELE · Helen of Troy Limited Congress Trades

Rep. Josh Gottheimer (NJ-05) executed 73 stock transactions during July 2024 across a diversified portfolio managed through Morgan Stanley accounts, with transaction amounts ranging from $1,001-$15,000 each. The activity included purchases and partial sales of major tech stocks (Tesla, Meta, Netflix, Alphabet), financial services (Mastercard, Block), healthcare (Eli Lilly, Regeneron, AtriCure), industrial (Northrop Grumman, D.R. Horton), and international equities.

Hon. Josh Gottheimer conducted extensive trading activity in January 2024 across a diversified portfolio of 40+ stocks, including purchases and sales of technology (MSFT, AAPL, TSLA, AMD), semiconductors (LRCX, ON), pharmaceuticals (AGIO, ALNY), and international securities, with all transactions in the $1,001-$15,000 range, executed through a Morgan Stanley Select UMA Account.

Rep. Josh Gottheimer (NJ-05) executed 47 transactions in December 2023 through his Morgan Stanley Select UMA Account, consisting primarily of sales and purchases of individual stocks and ADRs across technology, healthcare, energy, and international sectors, with transaction amounts ranging from $1,001-$15,000 each, except for one larger purchase of Northrop Grumman (NOC) valued at $15,001-$50,000.

Rep. Josh Gottheimer (NJ-05) executed a broad portfolio rebalancing in July 2022, purchasing 18 stocks including major tech holdings (GOOG, AAPL, MSFT, ORCL) and financials (COF, EFX, FIS, UNH), while simultaneously selling partial positions in GOOG, DE, MEDP, NOVT, and RBA. Most transactions ranged from $1,001-$15,000, with Starbucks (SBUX) at the higher range of $15,001-$50,000. All trades occurred through Morgan Stanley Active Asset Account #1.