$IBN · ICICI Bank Limited Congress Trades

Hon. Lisa McClain (MI-09) conducted extensive portfolio rebalancing in August 2025, executing 173+ transactions totaling approximately $1,001-$15,000 per trade across a diversified mix of stocks. Notable transaction includes a $15,001-$50,000 purchase of BigBear.ai (BBAI) in her Charles Schwab 401(k). The activity reflects systematic buy/sell activity across technology, healthcare, financials, consumer, and industrial sectors.

Rep. Lisa McClain (MI-09) conducted extensive trading activity across her Charles Schwab brokerage and 401(k) accounts from March 2024 through August 2025, trading dozens of stocks including major tech companies (AAPL, GOOGL, GOOG, AMZN, ADBE, AMD), healthcare (ABT, ABBV, AMGN, AZN), and industrials (ASML, ACN, AMAT). Most individual transactions ranged from $1,001-$15,000, with one AMD sale reaching $15,001-$50,000. The filing shows frequent buy-and-sell activity in the same securities within weeks, suggesting active portfolio management.

Rep. Josh Gottheimer (NJ-05) executed 56 transactions in September 2024 through his Morgan Stanley Select UMA Account, with a mix of purchases and partial sales across major technology, financial, healthcare, and international stocks. All transactions were valued between $1,001-$15,000, with purchases including AAPL, BX, CRNX, HDB (3 purchases), IBM (3 purchases), IRT, MA, MCD, NSRGY, PYPL, NOW, SSMXY (2 purchases), and TMO, while sales included partial positions in ALG, ALGM, GOOG, APH, ASML, BNTX, BOOT, AVGO (3 sales), CELH, CHRD, CNS, ETN (2 sales), XNGSY, FCX, HALO, IBN (2 sales), LRCX, MCK, META, MSFT, PPBI, RHP, SAP (2 sales), SNPS, TSM, TT, USPH, and VRT.

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).