Josh Gottheimer
Trade Performance Intelligence
Score: 3/10Performance calculated from trade date to most recent market close. Real-time stock data from Financial Modeling Prep. This is not financial advice.
Stock Price at Trade vs. Today
Real market data showing how each stock moved since the congress member traded it.
Suspicious Timing Detected
5 flagsRep. Gottheimer bought $1,001 - $15,000 in $MSFT on May 21, 2025 — 1 day before the "Access Technology Affordability Act of 2025" (S1918) was introduced, a bill that could affect technology companies.
Rep. Gottheimer bought $1,001 - $15,000 in $MSFT on May 21, 2025 — 1 day before the "Streamlining Federal Cybersecurity Regulations Act of 2025" (S1875) was introduced, a bill potentially relevant to Microsoft's cybersecurity offerings.
Rep. Gottheimer bought $1,001 - $15,000 in $MSFT on May 21-22, 2025 — 8-9 days before a $16.1M Department of Commerce contract for cloud infrastructure support was announced, a service Microsoft provides.
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 | $ABBV | AbbVie Inc. Common Stock | $1K-$15K | — | — | — | May 22, 2025 |
| BUY | $APP | Applovin Corporation - Class A Common Stock | $1K-$15K | — | — | — | May 28, 2025 |
| BUY | $ASML | ASML Holding N.V. - New York Registry Shares | $1K-$15K | — | — | — | May 22, 2025 |
| BUY | $GLW | Corning Incorporated Common Stock | $1K-$15K | — | — | — | May 28, 2025 |
| BUY | $GLW | Corning Incorporated Common Stock | $1K-$15K | — | — | — | May 22, 2025 |
| BUY | $LLY | Eli Lilly and Company Common Stock | $1K-$15K | — | — | — | May 1, 2025 |
| BUY | $MSFT | Microsoft Corporation - Common Stock | $1K-$15K | — | — | — | May 21, 2025 |
| BUY | $MSFT | Microsoft Corporation - Common Stock | $1K-$15K | — | — | — | May 22, 2025 |
| BUY | $CRM | Salesforce, Inc. Common Stock | $1K-$15K | — | — | — | May 22, 2025 |
| BUY | $SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | $1K-$15K | — | — | — | May 23, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Treat and Reduce Obesity Act of 2025
The Treat and Reduce Obesity Act of 2025 (S.1973) is in early legislative stages, aiming to expand Medicare coverage for obesity treatments, including GLP-1 agonists and intensive behavioral therapy. This bill, if enacted, would significantly increase the total addressable market for pharmaceutical companies producing obesity drugs and manufacturers of related medical devices. Companies like Eli Lilly and Company ($LLY) and Novo Nordisk A/S ($NVO) are positioned to benefit from this potential market expansion.
Taiwan Non-Discrimination Act of 2025
The Taiwan Non-Discrimination Act of 2025 requires the U.S. Treasury to advocate for Taiwan's inclusion and equitable treatment within the International Monetary Fund (IMF). This bill does not directly allocate funds or impose new regulations on U.S. companies, but it signals continued U.S. support for Taiwan's international standing, which indirectly benefits companies with significant operations or supply chain ties to Taiwan.
DeOndra Dixon INCLUDE Project Act of 2025
The DeOndra Dixon INCLUDE Project Act of 2025 (HR3491) has been introduced in the House and referred to the Committee on Energy and Commerce. This bill authorizes the NIH to establish a dedicated program for Down syndrome research, which could increase demand for genetic sequencing, diagnostic services, and pharmaceutical development. While the bill does not appropriate funds, it sets the framework for future funding opportunities.
CREATE JOBS Act
The CREATE JOBS Act (S.2056) proposes to permanently reinstate 100% bonus depreciation, allowing businesses to immediately deduct the full cost of capital investments. This bill, if enacted, would provide a significant tax incentive for companies across all sectors to increase capital expenditures. The bill is currently in the early stages, having been referred to the Senate Committee on Finance.
Small Biotech Innovation Act
The Small Biotech Innovation Act (HR3731) is in an early legislative stage, aiming to exempt research and development-intensive small biotech manufacturers from Medicare drug price negotiations. While the bill could protect future revenue streams for qualifying small biotech firms, there is no direct market reaction evident in the provided stock data for either large or small biotech firms.
Strengthening Agency Management and Oversight of Software Assets Act
The Strengthening Agency Management and Oversight of Software Assets Act, S.1956, is in its early legislative stage, having been introduced and referred to committee. If enacted, this bill would mandate federal agencies to conduct comprehensive software assessments and develop management plans, creating a sustained demand for enterprise software and IT consulting services. However, the bill does not include specific funding allocations.
Access Technology Affordability Act of 2025
The Access Technology Affordability Act of 2025 introduces a refundable tax credit of up to $2,000 every three years for the purchase of qualified access technology for blind individuals. This directly increases consumer purchasing power for specific technology products, creating a new demand channel for companies in the assistive technology space.
STOP CSAM Act of 2025
The STOP CSAM Act of 2025 (S.1829) has advanced to the Senate Legislative Calendar, increasing the likelihood of passage. This bill directly increases liability and compliance costs for online platforms, which will reduce profit margins for major online service providers. Affected companies, including Alphabet, Meta Platforms, Microsoft, Amazon, Twilio, Verizon, and AT&T, face increased operational expenses due to mandated content moderation and reporting systems.
Streamlining Federal Cybersecurity Regulations Act of 2025
The Streamlining Federal Cybersecurity Regulations Act of 2025 (S.1875) aims to unify federal cybersecurity requirements, which could simplify compliance for established cybersecurity and cloud service providers. The bill is in its early stages, having been introduced and referred to committee on May 22, 2025, and does not contain explicit funding authorizations. This legislative effort could reduce regulatory burdens for companies operating in the federal cybersecurity space, but its impact is long-term and contingent on passage.
IGNITEACTION LLC: $16.1M Department of Commerce Contract
This $16.1 million contract to IGNITEACTION LLC for cloud infrastructure support at the U.S. Census Bureau represents a steady demand for IT modernization services, likely benefiting major cloud providers and IT consulting firms. While IGNITEACTION is private, this award signals continued federal investment in cloud migration, a positive trend for the broader technology sector.
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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.