$MSCI · MSCI Inc. Congress Trades

Rep. Julie Johnson (TX-32) executed a high-volume rebalancing of her joint investment accounts during January 2025, involving 61 distinct transactions across major blue-chip stocks totaling approximately $61,000-$915,000 in aggregate value. Trading activity included purchases of tech, healthcare, and consumer stocks (BA, BMY, CRL, ENPH, REGN, UBER, SMCI, PLTR) and sales of various positions (AVGO, CRL, CAG, STZ, CVS, DHR, DELL, MRNA, NKE, PFE, VZ, WMT), executed primarily through Merrill Lynch managed accounts.

Rep. Josh Gottheimer (NJ-05) conducted extensive portfolio rebalancing in early February 2024, selling partial positions in major tech stocks (META, MSFT, NVDA, NFLX, REGN, TSM, PANW) and other equities, while purchasing positions in AMD, BKNG, CHRD, DBSDY, KKR, and LRLCY, all in the $1,001-$15,000 range. Most notably, he purchased and sold multiple Microsoft call option contracts valued between $500,001-$5,000,000, with strikes at $165, $170, $220, $225, $230, $235, and $240, expiring January and June 2025.