$SBGSY · Schneider Electric S.E. Congress Trades

Hon. Josh Gottheimer conducted extensive portfolio rebalancing in June 2024, executing numerous sales (predominantly partial positions) across a diversified portfolio of domestic and international stocks worth $1,001-$15,000 each, while making selective purchases in Apple (AAPL), Broadcom (AVGO), Grupo Financiero Banorte (GBOOY), Intuitive Surgical (ISRG), Microsoft (MSFT), NVIDIA (NVDA), and Advanced Energy Industries (AEIS).

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 31 transactions in April 2020 across a diverse portfolio of blue-chip and technology stocks, with purchases and partial sales each valued between $1,001-$15,000. All transactions were conducted through a Morgan Stanley Select UMA account and reported on 05/06/2020.