$SF · Stifel Financial Corp Congress Trades

Hon. Gilbert Cisneros executed 89 transactions in July 2026, with a mix of purchases and sales across diverse sectors including technology, healthcare, financials, and consumer goods. The largest single transaction was a sale of $100,001-$250,000 in Alibaba Group Holdings (BABA), while other significant positions included purchases in Microsoft (MSFT), Mesabi Trust (MSB), Sprouts Farmers Market (SFM), Fabrinet (FN), Crinetics Pharmaceuticals (CRNX), and Alkermes (ALKS) in the $15,001-$50,000 range.

Rep. Lisa McClain (MI-09) conducted extensive trading activity across her Charles Schwab brokerage and 401(k) accounts from March 2024 through August 2025, trading dozens of stocks including major tech companies (AAPL, GOOGL, GOOG, AMZN, ADBE, AMD), healthcare (ABT, ABBV, AMGN, AZN), and industrials (ASML, ACN, AMAT). Most individual transactions ranged from $1,001-$15,000, with one AMD sale reaching $15,001-$50,000. The filing shows frequent buy-and-sell activity in the same securities within weeks, suggesting active portfolio management.

Rep. Josh Gottheimer (D-NJ05) executed a massive portfolio rebalancing in April 2025, selling dozens of stocks worth $1,001-$15,000 each (with one Corning sale at $15,001-$50,000) while making selective purchases including Microsoft call options ($50,001-$100,000), along with buys in 3M, AbbVie, Alibaba, Fiserv, Charles Schwab, Cheniere Energy, D.R. Horton, and Home Depot.

Hon. Josh Gottheimer (NJ05) executed an extensive portfolio rebalancing in October 2024, involving 47 transactions across major technology, financial, and industrial stocks through a Morgan Stanley Select UMA Account. Notable purchases include Apple ($15,001-$50,000) and Microsoft ($15,001-$50,000 sale), with most other trades ranging from $1,001-$15,000. The activity shows significant trading volume with a mix of purchases and partial sales across blue-chip equities.