$IART · Integra LifeSciences Holdings Corporation Congress Trades

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 27 transactions in April 2024 through a Morgan Stanley Select UMA Account, with a mix of purchases and partial sales across technology, healthcare, and diversified sectors, each transaction valued between $1,001-$15,000. Notable activity includes multiple purchases of Tesla (TSLA), Alphabet (GOOG), and ZTO Express (ZTO), alongside partial sales of Adobe (ADBE), Shopify (SHOP), Cognizant (CTSH), and Uber (UBER).

Representative Josh Gottheimer engaged in extensive trading activity across a Morgan Stanley Select UMA Account during October 2023, with 58 transactions totaling approximately $58,000-$870,000. The activity included purchases and partial sales across a diverse portfolio of stocks including technology (AAPL, MSFT, GOOG, META), industrials (GWW, DCO), healthcare (LLY, SGEN), consumer (SBUX, EL), and international ADRs (ADYEY, FANUY, PNGAY), with all individual transactions in the $1,001-$15,000 range.

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.