$LUKOY · PJSC Lukoil Congress Trades

Rep. Josh Gottheimer (NJ-05) executed numerous stock transactions and significant options activity in early February 2021 through Morgan Stanley managed accounts. Notable transactions include sales of Microsoft call options valued at $1,000,001-$5,000,000 and $250,001-$500,000, alongside purchases and sales of major tech and consumer stocks including Microsoft, Altria, Philip Morris, and numerous others, with most individual stock trades in the $1,001-$15,000 range.

Rep. Josh Gottheimer (NJ-05) executed 51 stock transactions through a Morgan Stanley Select UMA Account in October 2020, with transaction amounts ranging from $1,001-$15,000 each. Transactions included purchases and sales across a diverse portfolio including healthcare (AMGN, BMRN, EXAS), technology (SPOT, LYFT, CVNA), financials (MA, various regional banks), and energy stocks (CVX, PSX), with the filing submitted on November 5, 2020.

Rep. Josh Gottheimer (NJ-05) conducted extensive trading activity in September 2020, executing approximately 60 transactions through a Morgan Stanley Select UMA Account. The majority of transactions were in the $1,001-$15,000 range across diverse holdings including technology (AAPL, NVDA, CRM), financial services (JPM, WFC, MA), and consumer stocks. Notable larger position includes a $15,001-$50,000 purchase of Nintendo ADR (NTDOY) on 09/01/2020, and a $100,001-$250,000 purchase of IG Sponsor LLC (SPAC) on 09/22/2020.