$MFC · Manulife Financial Corporation Congress Trades

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.

Hon. Josh Gottheimer (NJ05) executed an extensive portfolio rebalancing in October 2024, involving 47 transactions across major technology, financial, and industrial stocks through a Morgan Stanley Select UMA Account. Notable purchases include Apple ($15,001-$50,000) and Microsoft ($15,001-$50,000 sale), with most other trades ranging from $1,001-$15,000. The activity shows significant trading volume with a mix of purchases and partial sales across blue-chip equities.

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).

Rep. Josh Gottheimer (NJ-05) executed extensive portfolio rebalancing in May 2023, selling partial positions in 30+ stocks valued at $1,001-$15,000 each (including ABBV, ADBE, AMD, ABNB, BX, SCHW, LNG, COP, DE, EXAS, FCX, ISRG, MCK, MDB, MS, ORCL, PYPL, PGR, RHHBY, SGEN, SHW, SHOP, TCEHY, TSLA, TXN, TTD, TRANE, UBER, UPS) while purchasing positions in tech and healthcare stocks (AAPL, BROADCOM, LLY, FSLR, INTC, MA, MSFT, NVDA, STARBUCKS, TDG, USPH). Most notably, he engaged in significant call options activity on Microsoft (MSFT), purchasing and selling multiple tranches valued at $500,001-$5,000,000 with various strike prices and expiration dates ranging from June 2023 to January 2024.