$PHR · Phreesia, Inc. Congress Trades

Representative Gilbert Cisneros executed a large portfolio rebalancing in August 2026, involving 70+ transactions across stocks and municipal bonds held in the 150 Main Street Trust. Notable activity includes purchases of Microsoft ($15,001-$50,000), Eaton Corporation ($15,001-$50,000), Globus Medical ($15,001-$50,000), and Moog Inc. ($15,001-$50,000), alongside sales of multiple Lamar Advertising positions totaling $60,001-$200,000 combined, sales of Dollar Tree ($15,001-$50,000), Nike ($15,001-$50,000), and Sterling Infrastructure ($15,001-$50,000), plus a significant purchase of New Jersey Health Care Facilities Financing Authority Revenue Bonds ($250,001-$500,000).

Rep. Josh Gottheimer (NJ-05) executed a diverse portfolio rebalancing in March 2026, selling 11 stocks (including COLB, CCI, ALC, IFNNY, and others) each in the $1,001-$15,000 range, while purchasing stakes in APD, FN, SE, and NOW in similar amounts. Most notably, he purchased two large Microsoft call option positions totaling $550,001-$1,100,000 combined ($50,001-$100,000 for $325 strike calls and $500,001-$1,000,000 for $320 strike calls, both expiring 06/18/2026).

Representative Josh Gottheimer engaged in extensive trading activity across a Morgan Stanley Select UMA Account during October 2023, with 58 transactions totaling approximately $58,000-$870,000. The activity included purchases and partial sales across a diverse portfolio of stocks including technology (AAPL, MSFT, GOOG, META), industrials (GWW, DCO), healthcare (LLY, SGEN), consumer (SBUX, EL), and international ADRs (ADYEY, FANUY, PNGAY), with all individual transactions in the $1,001-$15,000 range.

Rep. Josh Gottheimer (NJ-05) executed 49 transactions in a Morgan Stanley Select UMA account between September 6-26, 2023, consisting primarily of sales across a diversified portfolio of stocks including technology (GOOG, AAPL, NVDA, TSLA), healthcare (LLY, MRNA, DXCM), financials (MA, FIS), and consumer names (SBUX, TGT, STARBUCKS), with most positions valued at $1,001-$15,000 and one larger position in Dominion Energy (D) valued at $15,001-$50,000.