$IFNNY · Infineon Technologies AG Congress Trades

Rep. Josh Gottheimer (NJ-05) executed 29 transactions during April 2026, predominantly selling positions across diverse sectors including technology (AMD, IBM, NOW, ServiceNow), financials (GS, SYF, ALLY), consumer goods (HD, DRI, DLTR), and industrials (F, MLM, TSCO). Purchases included AMD (2x), CBZ, FWRG, FCX, GS, IFNNY, INTA, and NTES. Six transactions fell in the $15,001-$50,000 range (DRI, F, GS, HD, MLM, PFGC, SYF, TSCO), with most other transactions between $1,001-$15,000.

Rep. Josh Gottheimer (NJ-05) executed a diverse portfolio rebalancing in March 2026, selling 11 stocks (including COLB, CCI, ALC, IFNNY, and others) each in the $1,001-$15,000 range, while purchasing stakes in APD, FN, SE, and NOW in similar amounts. Most notably, he purchased two large Microsoft call option positions totaling $550,001-$1,100,000 combined ($50,001-$100,000 for $325 strike calls and $500,001-$1,000,000 for $320 strike calls, both expiring 06/18/2026).

Rep. Josh Gottheimer (NJ-05) executed 15 transactions in February 2026, totaling between $15,001-$225,000 across a diversified portfolio managed by Morgan Stanley. Activity included purchases of energy stocks (XOM twice, GEV), industrials (CMI, FSS), technology (INTU partial sale, MSFT partial sale, PANW sale), healthcare (MRK, UNH), software (FICO sale), and semiconductors (IFNNY), with partial sales in consumer stocks (CVNA, INTU) and financial services (V).

Rep. Josh Gottheimer (NJ-05) conducted extensive portfolio rebalancing through his Morgan Stanley Select UMA Account in March 2025, selling 24 stocks (including Apple, Broadcom, Tesla, Shopify, and Spotify) while purchasing 11 stocks (including Visa, Booking Holdings, Meta, and Walmart), with all transactions valued between $1,001-$15,000.