Josh Gottheimer
Suspicious Timing Detected
5 flagsJosh Gottheimer sold $1,001 - $15,000 of $INTU on 2026-02-20, 6 days before S3948 ("Direct File Act of 2026") was introduced, a bill establishing a government-run tax preparation system that could compete with Intuit.
Josh Gottheimer sold $1,001 - $15,000 of $INTU on 2026-02-20, 12 days before HR7806 ("Direct File Act of 2026") was introduced, a bill codifying a free, public e-filing system.
Josh Gottheimer bought $1,001 - $15,000 of $MRK on 2026-02-04, 6 days before S3822 ("Break Up Big Medicine Act") was introduced, a bill aiming to prohibit common ownership in the pharmaceutical industry.
These flags identify timing coincidences between stock trades and legislative activity. They do not imply wrongdoing. Click any bill number or ticker to see the full analysis.
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All Transactions
| Type | Ticker | Asset | Amount | Trade Price | Current | Change | Date |
|---|---|---|---|---|---|---|---|
| BUY | $CMI | Cummins Inc. Common Stock | $1K-$15K | — | — | — | Feb 5, 2026 |
| BUY | $XOM | Exxon Mobil Corporation Common Stock | $1K-$15K | — | — | — | Feb 4, 2026 |
| BUY | $XOM | Exxon Mobil Corporation Common Stock | $1K-$15K | — | — | — | Feb 2, 2026 |
| BUY | $FSS | Federal Signal Corporation Common Stock | $1K-$15K | — | — | — | Feb 26, 2026 |
| BUY | $GEV | GE Vernova Inc. Common Stock | $1K-$15K | — | — | — | Feb 5, 2026 |
| BUY | $IFNNY | Infineon Technologies AG | $1K-$15K | — | — | — | Feb 27, 2026 |
| BUY | $MRK | Merck & Company, Inc. Common Stock | $1K-$15K | — | — | — | Feb 4, 2026 |
| BUY | $MNST | Monster Beverage Corporation Common Stock | $1K-$15K | — | — | — | Feb 2, 2026 |
| BUY | $UNH | UnitedHealth Group Incorporated Common Stock | $1K-$15K | — | — | — | Feb 5, 2026 |
| PARTIAL SELL | $CVNA | Carvana Co. Class A Common Stock | $1K-$15K | — | — | — | Feb 18, 2026 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
GAP Supply Act
The GAP Supply Act (HR7528) was introduced on February 12, 2026, and referred to the House Committee on Energy and Commerce. This bill aims to allow outsourcing facilities to continue supplying drugs during shortages for an additional 180 days, providing regulatory stability for pharmaceutical supply chains. The bill is in an early legislative stage.
Break Up Big Medicine Act
The 'Break Up Big Medicine Act' (S.3822), introduced by Senator Warren and cosponsored by Senator Hawley, aims to prohibit common ownership between pharmacy benefit managers, insurers, drug/medical device wholesalers, and certain medical service providers. This bill, currently in the early stages of being referred to the Committee on the Judiciary, targets the vertical integration prevalent in the healthcare sector, potentially forcing divestitures for large pharmaceutical and healthcare conglomerates. While the bill does not specify direct funding, its provisions could significantly restructure the healthcare market.
To amend title XXVII of the Public Health Service Act and the Patient Protection and Affordable Care Act to provide for certain reforms with respect to medical loss ratios and reducing fraudulent enrollment in qualified health plans.
HR7861, the 'Care Over Profits Act of 2026,' increases the minimum medical loss ratio to 85% for small group and individual health insurance markets and imposes new penalties for fraudulent enrollment. This legislation, if enacted, would directly reduce health insurers' profit margins and increase compliance costs. Despite the negative outlook presented by the bill, major health insurance stocks have shown positive 7-day changes, with $UNH up +7.48%, $ELV up +6.26%, $CI up +6.82%, and $HUM up +10.03%.
Direct File Act of 2026
The Direct File Act of 2026 codifies the Direct File program, enabling a free, public e-filing system. This legislation directly eliminates a significant portion of the addressable market for private tax preparation companies, leading to substantial revenue loss for industry incumbents. This is a direct threat to the business models of companies like Intuit and H&R Block.
To amend the Patient Protection and Affordable Care Act to address fraudulent enrollments in the Exchanges.
HR7860, the 'Stop ACA Enrollment Fraud Act of 2026,' aims to prevent duplicate enrollments and mandate agent consent within ACA Exchanges. This bill, currently in early stages, could reduce fraud risk for health insurers while increasing administrative burdens for brokers and potentially consumers. The market has seen recent positive movement in healthcare stocks, with UNH, HUM, and CI showing 7-day gains of +7.48%, +10.03%, and +6.82% respectively.
Most Favored Patient Act of 2026
The Most Favored Patient Act of 2026 (HR7837) has been introduced in the House, proposing a most-favored-nation drug pricing model for Medicare-covered drugs by January 1, 2029. This bill, if enacted, would directly reduce revenue for major pharmaceutical companies by mandating the lowest global drug prices. The bill is currently in the early stages of the legislative process, having been referred to the Committees on Energy and Commerce and Ways and Means.
Enhanced Cybersecurity for SNAP Act of 2026
The Enhanced Cybersecurity for SNAP Act of 2026 mandates new cybersecurity standards for EBT cards, creating contract opportunities for payment processors and cybersecurity firms. The bill's impact is limited to the SNAP program, with no immediate funding details provided. This legislation will drive demand for chip-enabled and mobile-friendly EBT card technology.
Direct File Act of 2026
The Direct File Act of 2026 establishes a government-run tax preparation and filing system, directly competing with private services. This bill creates a significant headwind for tax preparation companies, reducing demand for their core offerings. Intuit ($INTU) and H&R Block ($HRB) face direct revenue erosion.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to the withdrawal of the rule relating to "The Fair Credit Reporting Act's Limited Preemption of State Laws".
This joint resolution re-establishes state authority over credit reporting, increasing compliance costs for national lenders and credit reporting agencies. The fragmented regulatory landscape directly impacts profitability for companies operating across state lines. This creates a significant operational burden and reduces efficiency for large financial institutions and credit bureaus.
Cyber Ready Workforce Act
The Cyber Ready Workforce Act establishes a grant program for cybersecurity apprenticeships, directly increasing demand for cybersecurity training and certifications. This creates a new revenue stream for educational technology providers and cybersecurity certification bodies. Companies offering industry-recognized certifications and training platforms will see increased adoption.
Data sourced from the U.S. House of Representatives Office of the Clerk Financial Disclosure system. Stock prices from Financial Modeling Prep. Suspicious timing flags identify coincidences between stock trades and legislative activity and do not imply any wrongdoing or illegal activity. This is not financial advice.