$INFY · Infosys Limited Congress Trades

Hon. Sheri Biggs (SC-03) executed a comprehensive portfolio rebalancing through a professionally managed W.S.B Trust account at UBS Financial Services, involving approximately 100+ transactions in March-August 2025. The activity included numerous stock sales (AAPL, AAPL, CVX, SCHW, JNJ, FAST, FIS, and others in the $15,001-$50,000 range), multiple structured product purchases from JP Morgan Chase and Bank of Nova Scotia ($250,001-$1,000,000 range), dividend reinvestments in Apollo Debt Solutions BDC, and a notable $100,001-$250,000 purchase of iShares Bitcoin Trust ETF (IBIT) in July 2025.

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.