$VBTX · Veritex Holdings, Inc. Congress Trades

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.

Hon. Josh Gottheimer executed 51 transactions in April 2023 across a diverse portfolio managed through Morgan Stanley accounts, including purchases of major tech stocks (AAPL, MSFT, GOOG), financial services stocks (COF, SCHW), and energy/infrastructure plays (COP, ENPH, FSLR), with sales in tech (NVDA, NFLX, ORCL) and consumer stocks. Transaction amounts ranged from $1,001-$15,000, with one position (Fidelity National Information Services) reaching $15,001-$50,000.

Rep. Josh Gottheimer (NJ-05) conducted 47 transactions in March 2023 across a diversified portfolio of technology, healthcare, financial services, and consumer stocks, with most transactions ranging from $1,001-$15,000, except for one Fidelity National Information Services sale of $15,001-$50,000. The portfolio shows significant rebalancing activity through Morgan Stanley managed accounts, with approximately equal numbers of purchases and sales.

Hon. Josh Gottheimer conducted 34 transactions in June 2022, predominantly selling partial positions across a diversified portfolio including major stocks like Starbucks (SBUX, $15,001-$50,000), Microsoft (MSFT), Oracle (ORCL), Apple (AAPL), and numerous others, with a smaller number of purchases in stocks like UnitedHealth Group (UNH), Arcutis Biotherapeutics (ARQT), and Kering (PPRUY). All transactions were executed through a Morgan Stanley Select UMA Account.