Josh Gottheimer
Josh Gottheimer (D-NJ) sold $1K-$15K of $AKAM (Akamai Technologies, Inc. - Common Stock) on Jun 3, 2025, part of 18 transactions in this filing (6 buys, 12 sells).
HillSignal flagged 5 timing concerns on this filing — trades that line up closely with related legislative or contract activity.
Price Movement Since Trade
How the largest positions have moved from the trade date to the most recent close.
Showing the 6 largest positions. See every transaction in the table below.
Suspicious Timing Detected
5 flagsJosh Gottheimer sold $1,001 - $15,000 in $PFE on 2025-06-03, 2 days before the 'Treat and Reduce Obesity Act of 2025' (S1973) was introduced, which aims to expand Medicare coverage for obesity treatments.
Josh Gottheimer sold $1,001 - $15,000 in $PFE on 2025-06-03, 8 days before the 'Medical Research for Our Troops Act' (HR3906) was introduced, proposing to restore $1.181 billion to the Defense Health Agency for military health R&D.
Josh Gottheimer sold $1,001 - $15,000 in $TSLA on 2025-06-05, 40 days before the 'STOP China Act' (HR4361) was introduced, which aims to prohibit federal funds for vehicles and vehicle technologies from Chinese entities.
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 | $AVGO | Broadcom Inc. - Common Stock | $1K-$15K | $264.65 | — | — | Jun 25, 2025 |
| BUY | $CVNA | Carvana Co. Class A Common Stock | $1K-$15K | — | — | — | Jun 20, 2025 |
| BUY | $CB | Chubb Limited Common Stock | $1K-$15K | $286.79 | — | — | Jun 13, 2025 |
| BUY | $NET | Cloudflare, Inc. Class A Common Stock | $1K-$15K | — | — | — | Jun 20, 2025 |
| BUY | $INSM | Insmed Incorporated - Common Stock | $1K-$15K | — | — | — | Jun 16, 2025 |
| BUY | $NVDA | NVIDIA Corporation - Common Stock | $1K-$15K | $147.90 | — | — | Jun 24, 2025 |
| SELL | $AKAM | Akamai Technologies, Inc. - Common Stock | $1K-$15K | $77.09 | — | — | Jun 3, 2025 |
| PARTIAL SELL | $COP | ConocoPhillips Common Stock | $1K-$15K | $89.39 | — | — | Jun 24, 2025 |
| SELL | $FIS | Fidelity National Information Services, Inc. Common Stock | $1K-$15K | $80.14 | — | — | Jun 3, 2025 |
| PARTIAL SELL | $MCD | McDonald's Corporation Common Stock | $1K-$15K | $287.46 | — | — | Jun 20, 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 would mandate Medicare Part D coverage of GLP-1 obesity drugs, unlocking a massive new payer market of ~27 million beneficiaries. $NVO and $LLY are the two direct beneficiaries. The bill is in early-stage committee referral with 22 bipartisan cosponsors; no companion bill has passed the House yet. Real market data shows $NVO gaining 15.56% over 30 days vs $LLY's +0.7%, suggesting the market may be overweighting Novo's near-term Medicare exposure given its larger U.S. obesity market share.
STOP China Act
The STOP China Act (HR4361) is an early-stage bill restricting federal funds for vehicles from Chinese entities. With only 2 cosponsors and referral to committee, this is a low-probability legislative event with no near-term market impact. Real market data shows no correlation — OSK up 3.82% in 7 days, GM down 0.45%, Ford down 4.93% — driven by broader auto sector dynamics, not this bill.
End the Vaccine Carveout Act
The End the Vaccine Carveout Act (HR 4668) is an early-stage bill with 29 cosponsors that would eliminate the PREP Act liability shield for vaccine manufacturers, exposing $PFE, $MRNA, $GSK, and $JNJ to direct civil lawsuits for vaccine-related injuries. The bill has no near-term passage probability — it was referred to committee in July 2025 with zero further action — but its reintroduction signals continued legislative risk for the vaccine liability framework. Real market data shows all four tickers are down over the trailing 30 days ($PFE -5.09%, $MRNA -7.03%, $GSK -5.16%, $JNJ -5.87%), consistent with broader pharma weakness rather than a discrete bill-event reaction.
BLUE TECH INC.: $15.6M Department of Homeland Security Contract
This $15.6 million contract for Salesforce software licenses to BLUE TECH INC. will indirectly benefit Salesforce ($CRM) as the primary software provider, representing a routine but consistent revenue stream for the company.
Medical Research for Our Troops Act
HR3906 (Medical Research for Our Troops Act) would restore $1.181B in military medical research funding, but the bill has been stalled in the House Appropriations Committee since June 2025 with zero legislative movement. Real market data shows healthcare stocks declining 3-8% over 30 days due to broader sector headwinds, not this bill. No actionable trade signal exists.
Price Gouging Prevention Act of 2025
The Price Gouging Prevention Act of 2025 (HR4528) is an early-stage House bill capping corporate margins during 'exceptional market shocks'. Currently referred to committee with zero appropriations, the bill poses a structural long-term regulatory risk to all large-cap companies with pricing flexibility, particularly retailers ($WMT, $AMZN) and integrated energy ($XOM, $CVX). Near-term market impact is low given early legislative stage, but the bill's breadth — covering all goods and services — represents a significant expansion of FTC authority if it advances.
AI Accountability and Personal Data Protection Act
S.2367 introduces a broad federal tort for personal data exploitation without express consent, directly targeting the data practices underlying AI training and advertising at META, GOOGL, AMZN, MSFT, and CRM. The bill is early-stage (introduced July 2025, referred to Judiciary Committee), but its language is aggressive and unambiguous. Current market prices show a sharp 1-day drop for META (-8.72% 7-day) and GOOGL at an all-time high of $373.96 — divergence suggests GOOGL's run is driven by other factors, not immunity from this risk.
Protecting Free Vaccines Act of 2025
The Protecting Free Vaccines Act of 2025 is an early-stage bill (S.2857) that codifies existing ACIP vaccine coverage mandates through 2030 without expanding coverage, creating new funding, or changing market dynamics. The bill's impact on vaccine manufacturers and insurers is neutral: it removes regulatory uncertainty but provides no growth catalyst. All S&P 500 stocks covered have been declining over the past 30 days, with MRNA down 13.49% in the last week alone. This bill does not alter those trends.
Small Nonprofit Retirement Security Act of 2025
HR4548 opens the tax-exempt small employer market (1.3M 501(c) organizations) to retirement plan subsidies for the first time, creating a new customer acquisition opportunity for payroll and retirement administration providers ADP and PAYX. The bill is in early legislative stages with bipartisan sponsorship.
Protecting Free Vaccines Act
The Protecting Free Vaccines Act (HR5448) is an early-stage House bill that would mandate zero-cost-sharing coverage for ACIP-recommended vaccines across Medicare, Medicaid, CHIP, and private insurance until 2030. Vaccine manufacturers like Pfizer and Moderna are structurally positioned to benefit from increased utilization, while health insurers like UnitedHealth face higher claims costs. CVS has mixed exposure as both insurer (Aetna) and vaccine administrator (CVS Pharmacy). The bill is referred to three committees with 72 cosponsors and has a Senate companion bill (S2857), but a long legislative path remains.
Other Filings by Josh Gottheimer
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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.