$SMNNY · Shimano Inc. Congress Trades

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.

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.

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.