$OLLI · Ollie's Bargain Outlet Holdings, Inc. Congress Trades

Rep. Josh Gottheimer (NJ-05) executed a large portfolio rebalancing in March 2022, with approximately 60 transactions across 50+ stocks managed through a Morgan Stanley Select UMA Account. The activity included purchases of major tech and blue-chip stocks (AAPL, MSFT, GOOG, ORCL, INTU, LOW, KO, AMGN, LLY, etc.) and sales of various holdings, each transaction valued between $1,001-$15,000.

Rep. Josh Gottheimer (NJ-05) conducted 38 transactions in January 2022 through Morgan Stanley managed accounts, primarily buying and selling individual stocks in the $1,001-$15,000 range, with one notable exception: purchasing Microsoft call options (strike $145, expiring 9/16/2022) for $50,001-$100,000. The portfolio activity included positions in tech stocks (MSFT, NVDA, TSLA, ISRG, LRCX), financials (COF, FIS), consumer discretionary (KO, EL, BOOT), and international ADRs.

Rep. Josh Gottheimer (NJ-05) engaged in extensive trading activity through a Morgan Stanley Select UMA Account during December 2021, executing approximately 34 transactions across major tech stocks, financials, and international equities. All transactions ranged from $1,001-$15,000 and were reported on January 4, 2022.

Hon. Josh Gottheimer (NJ-05) conducted 29 transactions in April 2021 through his Morgan Stanley Select UMA Account, including purchases of Alphabet (GOOG), Facebook (FB), MercadoLibre (MELI), ENN Energy (XNGSY), and others, along with partial sales of Tesla (TSLA), PayPal (PYPL), Spotify (SPOT), Twitter (TWTR), and numerous other holdings, all in the $1,001-$15,000 range.