Josh Gottheimer
Josh Gottheimer (D-NJ) sold $1K-$15K of $CVNA (Carvana Co. Class A Common Stock) on Feb 18, 2026, part of 16 transactions in this filing (9 buys, 7 sells).
HillSignal flagged 5 timing concerns on this filing — trades that line up closely with related legislative or contract activity.
Companies in this filing · 15
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 flagsRep. Gottheimer sold $1,001 - $15,000 in $INTU on 2026-02-20 — 6 days before the "Direct File Act of 2026" (S3948) was introduced, which establishes a government-run tax preparation system.
Rep. Gottheimer sold $1,001 - $15,000 in $V on 2026-02-18 — 27 days before a joint resolution (SJRES129) was introduced to re-establish state authority over credit reporting, potentially increasing compliance costs for payment processors.
Rep. Gottheimer bought $1,001 - $15,000 in $MRK on 2026-02-04 — 33 days before the "Shane DiGiovanna Act" (HR7877) was introduced, which mandates Medicaid coverage for epidermolysis bullosa wound care.
Rep. Gottheimer bought $1,001 - $15,000 in $UNH on 2026-02-05 — 34 days before the "Living Donor Protection Act of 2025" (S1552) was introduced, which removes insurance discrimination barriers for living organ donors.
Rep. Gottheimer sold $1,001 - $15,000 in $FICO on 2026-02-04 — 41 days before a joint resolution (SJRES129) was introduced to re-establish state authority over credit reporting, potentially increasing compliance costs for credit reporting agencies.
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 | — | $666.18 | — | Feb 5, 2026 |
| BUY | $XOM | Exxon Mobil Corporation Common Stock | $1K-$15K | $147.59 | $160.74 | +8.9% | Feb 4, 2026 |
| BUY | $XOM | Exxon Mobil Corporation Common Stock | $1K-$15K | $147.59 | $160.74 | +8.9% | Feb 2, 2026 |
| BUY | $FSS | Federal Signal Corporation Common Stock | $1K-$15K | $117.63 | $112.34 | -4.5% | Feb 26, 2026 |
| BUY | $GEV | GE Vernova Inc. Common Stock | $1K-$15K | $737.53 | $1,017.37 | +37.9% | Feb 5, 2026 |
| BUY | $IFNNY | Infineon Technologies AG | $1K-$15K | $54.02 | $77.66 | +43.8% | Feb 27, 2026 |
| BUY | $MRK | Merck & Company, Inc. Common Stock | $1K-$15K | $118.33 | $114.01 | -3.7% | Feb 4, 2026 |
| BUY | $MNST | Monster Beverage Corporation Common Stock | $1K-$15K | $81.10 | $86.48 | +6.6% | Feb 2, 2026 |
| BUY | $UNH | UnitedHealth Group Incorporated Common Stock | $1K-$15K | $268.55 | $389.94 | +45.2% | Feb 5, 2026 |
| PARTIAL SELL | $CVNA | Carvana Co. Class A Common Stock | $1K-$15K | $72.31 | $63.93 | -11.6% | 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) is an early-stage procedural bill with no funding authorization. It extends a regulatory timeline for compounding facilities during drug shortages but has near-zero near-term market impact. Current real market data shows $VTRS at $15.04 within its 52-week range of $8.19–$16.47, with a +11.32% 30-day gain reflecting broader market trends, not this bill.
Break Up Big Medicine Act
The Break Up Big Medicine Act (S.3822) targets the vertical integration of healthcare giants by prohibiting common ownership of PBMs, insurers, and drug wholesalers. In early committee stage with bipartisan sponsorship, the bill poses a structural risk to UnitedHealth Group's business model while potentially easing pricing pressure on pharmaceutical manufacturers like Pfizer.
Direct File Act of 2026
The Direct File Act of 2026 codifies the IRS Direct File program permanently, creating a free public e-filing option that competes directly with Intuit's TurboTax and H&R Block's tax preparation services. This structural threat is bearish for $INTU and $HRB, both currently trading well below their 52-week highs. The bill is at an early legislative stage (referred to House Ways and Means), so near-term impact is limited, but the long-term trajectory for the paid tax preparation industry is negative.
Most Favored Patient Act of 2026
HR7837, the Most Favored Patient Act of 2026, is a bearish catalyst for major pharmaceutical companies with high Medicare exposure. The bill proposes linking US Medicare drug prices to the lowest global price, directly threatening the US pricing premium that supports current industry margins. The bill is in early legislative stages but represents a credible structural threat to pharmaceutical pricing power.
Enhanced Cybersecurity for SNAP Act of 2026
The Enhanced Cybersecurity for SNAP Act mandates chip-enabled and mobile-friendly EBT cards, creating a forced contract upgrade cycle for payment processors FIS and GPN. The bill is early-stage with no appropriated funding, but the mandate structure ensures state-level spending on compliance. Current market prices for FIS at $46.25 and GPN at $71.42 offer potential entry points ahead of legislative momentum, with both stocks trading well below their 52-week highs.
Direct File Act of 2026
The Direct File Act of 2026 proposes codifying a permanent, free IRS-run tax filing system that would directly compete with Intuit ($INTU) and H&R Block ($HRB). While the bill is early-stage (referred to committee, 40 cosponsors), both stocks show recent weakness on the threat. The bill authorizes no funding but removes the only legal barrier to direct government competition in tax preparation. The legislative path is long, but the structural threat is real.
To require the Secretary of Health and Human Services to establish a demonstration program to test mandatory coverage of treatment for wound care for epidermolysis bullosa under the Medicaid program.
HR7877 (Shane DiGiovanna Act) mandates a 2-year nationwide Medicaid demonstration program covering wound care and OTC drugs for epidermolysis bullosa. The bill is in early legislative stages (referred to committee, 5 cosponsors) with no explicit funding authorized. Market impact is minimal — the affected patient population is small (~3,000-5,000 individuals), and near-term passage is uncertain.
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".
S.J. Res. 129, a CRA resolution to preserve federal preemption of state credit reporting laws, stalled after a motion to proceed was rejected by voice vote on May 13, 2026. This reduces near-term likelihood of passage, keeping regulatory costs for credit bureaus and national lenders at current levels.
Protect Liberty and End Warrantless Surveillance Act of 2026
HR7816 is an early-stage bill restricting warrantless commercial data acquisition by intelligence agencies. It poses marginal negative risk to third-party threat intelligence feeds, but cybersecurity companies' core revenues depend on proprietary endpoint/network telemetry, not purchased data. The bill faces a long legislative path with low passage probability in current form. Market data shows cybersecurity stocks with strong 30-day gains (CRWD +13.7%, PANW +11.0%, S +10.6%) despite a slight pullback in the last 7 days.
Cyber Ready Workforce Act
HR8110 (Cyber Ready Workforce Act) is an early-stage bill authorizing a DOL grant program for cybersecurity apprenticeships. No specific funding amount is authorized. The bill explicitly names Microsoft certifications creating a minor revenue channel for $MSFT's certification business, but with zero appropriated dollars, the near-term market impact is negligible. $FTNT could see indirect benefits from a larger trained cybersecurity workforce, but the effect is speculative given the bill's procedural status.
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.