$PTEN · Patterson-UTI Energy, Inc. Congress Trades

Hon. Josh Gottheimer conducted extensive trading activity in January 2024 across a diversified portfolio of 40+ stocks, including purchases and sales of technology (MSFT, AAPL, TSLA, AMD), semiconductors (LRCX, ON), pharmaceuticals (AGIO, ALNY), and international securities, with all transactions in the $1,001-$15,000 range, executed through a Morgan Stanley Select UMA Account.

Rep. Josh Gottheimer (NJ-05) executed 47 transactions in December 2023 through his Morgan Stanley Select UMA Account, consisting primarily of sales and purchases of individual stocks and ADRs across technology, healthcare, energy, and international sectors, with transaction amounts ranging from $1,001-$15,000 each, except for one larger purchase of Northrop Grumman (NOC) valued at $15,001-$50,000.

Rep. Josh Gottheimer (NJ-05) executed a high-volume portfolio rebalancing in July 2023, trading approximately 60+ stocks through a Morgan Stanley Select UMA account with mostly mixed buys and sells of large-cap tech, pharma, and international stocks, each in the $1,001-$15,000 range.

Rep. Josh Gottheimer (NJ-05) executed 45 transactions in June 2023 through a Morgan Stanley Select UMA account, with a mix of purchases and partial sales across major tech, financial, and industrial stocks. All transactions were in the $1,001-$15,000 range, including buys of Adobe, Broadcom, Meta, Shopify, Netflix, and Microsoft, alongside sales of Apple, NVIDIA, Tesla, Oracle, and numerous other holdings.