$PCTY · Paylocity Holding Corporation Congress Trades

Rep. Josh Gottheimer (NJ-05) executed 29 stock transactions totaling $1,001-$15,000 each across a diversified portfolio in October 2022, including purchases of tech stocks (NVDA, TSLA, MSFT), healthcare (AMGN, LLY, REGN), and industrials (DE), along with partial sales of AAPL, GOOG, MSFT, FB, and TSLA, all managed through a Morgan Stanley Select UMA account.

Rep. Josh Gottheimer (NJ-05) executed 26 transactions in September 2022, primarily selling partial positions across a diversified portfolio including technology stocks (NVDA, ORCL, CRM, MDB), healthcare/pharma stocks (REGN, UNH, ALNY), and industrial/financial holdings (BX, DE, HCA), with a few purchases in Flywire, Regeneron, UnitedHealth, Shimano ADR, and Stag Industrial. All transactions were in the $1,001-$15,000 range and conducted through Morgan Stanley's Select UMA Account.

Hon. Josh Gottheimer executed a large portfolio rebalancing in October 2021, with 50+ transactions across major technology, financial, and industrial stocks through a Morgan Stanley Select UMA Account. Notable purchases included Microsoft ($15,001-$50,000), Nintendo ADR ($15,001-$50,000), and smaller positions in AAPL, NVDA, TSLA, and dozens of other equities, while simultaneously selling positions in PayPal (4 separate sales), Meta Platforms (3 sales), and others, with most individual transactions in the $1,001-$15,000 range.

Rep. Gilbert Cisneros (CA-39) executed a substantial portfolio rebalancing in November 2020, trading approximately 40+ transactions through the 150 Main Street Trust. Major purchases included Adobe (ADBE), Amazon (AMZN), Apple (AAPL), Ericsson (ERIC), Mastercard (MA), Netflix (NFLX), PayPal (PYPL), Teladoc (TDOC), and Visa (V), each in the $15,001-$50,000 range, alongside numerous smaller purchases and partial sales of positions like CryoPort, Five Below, Helen of Troy, NICE, PayLocity, Roku, Salesforce, and Virtusa.