$INTA · Intapp, Inc. Congress Trades

Rep. Gilbert Cisneros (CA-31) conducted extensive portfolio rebalancing through the 150 Main Street Trust during August-September 2025, executing approximately 80 transactions across diverse sectors. The activity included numerous purchases and sales of individual stocks ranging from $1,001-$15,000 each, with two notable larger positions: LandBridge Company LLC ($50,001-$100,000) and Strategy Inc preferred stock ($15,001-$50,000), plus a $15,001-$50,000 sale of UnitedHealth Group shares and a $15,001-$50,000 sale of Ralliant Corporation stock.

Rep. Josh Gottheimer (D-NJ05) executed a massive portfolio rebalancing in April 2025, selling dozens of stocks worth $1,001-$15,000 each (with one Corning sale at $15,001-$50,000) while making selective purchases including Microsoft call options ($50,001-$100,000), along with buys in 3M, AbbVie, Alibaba, Fiserv, Charles Schwab, Cheniere Energy, D.R. Horton, and Home Depot.

Rep. Josh Gottheimer (NJ-05) conducted extensive trading activity in May 2024, including 27 stock transactions ranging from $1,001-$15,000 each and four significant Microsoft call option positions totaling $1,000,001-$5,000,000. Notable purchases included GOOG, BKNG, CLPBY, LOPE, HLN, INTA, KKR, NTDOY, SWTX, SSMXY, TSLA, BWIN, and UMBF, while sales included ALG, ALGN, AMSF, BX, EXAS, INSM, LOW, MELI, META, MNST, RPD, CRM, TXRH, and UBER.

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).