$TEX · Terex Corporation Congress Trades

Rep. Josh Gottheimer (NJ-05) executed 27 transactions in April 2024 through a Morgan Stanley Select UMA Account, with a mix of purchases and partial sales across technology, healthcare, and diversified sectors, each transaction valued between $1,001-$15,000. Notable activity includes multiple purchases of Tesla (TSLA), Alphabet (GOOG), and ZTO Express (ZTO), alongside partial sales of Adobe (ADBE), Shopify (SHOP), Cognizant (CTSH), and Uber (UBER).

Rep. Josh Gottheimer (NJ-05) conducted extensive portfolio rebalancing in early February 2024, selling partial positions in major tech stocks (META, MSFT, NVDA, NFLX, REGN, TSM, PANW) and other equities, while purchasing positions in AMD, BKNG, CHRD, DBSDY, KKR, and LRLCY, all in the $1,001-$15,000 range. Most notably, he purchased and sold multiple Microsoft call option contracts valued between $500,001-$5,000,000, with strikes at $165, $170, $220, $225, $230, $235, and $240, expiring January and June 2025.

Rep. Josh Gottheimer (NJ-05) engaged in extensive trading activity across 47 transactions in April 2022, primarily through a Morgan Stanley Select UMA Account. Notable purchases included Apple Inc. (AAPL) and Starbucks Corporation (SBUX), each valued at $15,001-$50,000, along with numerous other stock purchases and sales mostly in the $1,001-$15,000 range across sectors including technology, energy, consumer goods, and pharmaceuticals.

Rep. Josh Gottheimer (NJ-05) executed a large portfolio rebalancing in March 2022, with approximately 60 transactions across 50+ stocks managed through a Morgan Stanley Select UMA Account. The activity included purchases of major tech and blue-chip stocks (AAPL, MSFT, GOOG, ORCL, INTU, LOW, KO, AMGN, LLY, etc.) and sales of various holdings, each transaction valued between $1,001-$15,000.