$HLIO · Helios Technologies, Inc. Congress Trades

Rep. Josh Gottheimer (NJ-05) executed a high-volume portfolio rebalancing in July 2023, trading approximately 60+ stocks through a Morgan Stanley Select UMA account with mostly mixed buys and sells of large-cap tech, pharma, and international stocks, each in the $1,001-$15,000 range.

Rep. Josh Gottheimer (NJ-05) executed 45 transactions in June 2023 through a Morgan Stanley Select UMA account, with a mix of purchases and partial sales across major tech, financial, and industrial stocks. All transactions were in the $1,001-$15,000 range, including buys of Adobe, Broadcom, Meta, Shopify, Netflix, and Microsoft, alongside sales of Apple, NVIDIA, Tesla, Oracle, and numerous other holdings.

Rep. Josh Gottheimer (NJ-05) executed 28 transactions in November 2021, primarily consisting of stock purchases and sales across a diversified portfolio managed through Morgan Stanley accounts, with notable activity including significant Microsoft call options positions valued between $500,001 and $25,000,000.

Rep. Gilbert Cisneros (CA-39) executed a large portfolio rebalancing through his 150 Main Street Trust, purchasing major tech and financial stocks including Amazon ($15,001-$50,000), Apple ($15,001-$50,000), Mastercard ($15,001-$50,000), Netflix ($15,001-$50,000), and Visa ($15,001-$50,000), while simultaneously selling positions in IQVIA ($15,001-$50,000) and multiple other holdings. Additionally purchased $100,001-$250,000 in Placer CA Union High School District bonds.