$XNGSY · ENN Energy Holdings Limited Congress Trades

Rep. Josh Gottheimer (NJ-05) executed a diverse portfolio rebalancing in March 2026, selling 11 stocks (including COLB, CCI, ALC, IFNNY, and others) each in the $1,001-$15,000 range, while purchasing stakes in APD, FN, SE, and NOW in similar amounts. Most notably, he purchased two large Microsoft call option positions totaling $550,001-$1,100,000 combined ($50,001-$100,000 for $325 strike calls and $500,001-$1,000,000 for $320 strike calls, both expiring 06/18/2026).

Rep. Josh Gottheimer (NJ-05) executed extensive portfolio rebalancing in February 2025, with significant activity in major tech stocks including Microsoft call options ($1M-$5M purchases across multiple strike prices and expiration dates) and partial sales of Apple, Microsoft common stock, and numerous other holdings in the $1,001-$15,000 range each. Most trades occurred through Morgan Stanley managed accounts on dates between 02/03/2025-02/28/2025.

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.

Rep. Josh Gottheimer (NJ-05) executed 56 transactions in September 2024 through his Morgan Stanley Select UMA Account, with a mix of purchases and partial sales across major technology, financial, healthcare, and international stocks. All transactions were valued between $1,001-$15,000, with purchases including AAPL, BX, CRNX, HDB (3 purchases), IBM (3 purchases), IRT, MA, MCD, NSRGY, PYPL, NOW, SSMXY (2 purchases), and TMO, while sales included partial positions in ALG, ALGM, GOOG, APH, ASML, BNTX, BOOT, AVGO (3 sales), CELH, CHRD, CNS, ETN (2 sales), XNGSY, FCX, HALO, IBN (2 sales), LRCX, MCK, META, MSFT, PPBI, RHP, SAP (2 sales), SNPS, TSM, TT, USPH, and VRT.