Josh Gottheimer
Price Movement Since Trade
How each stock has moved from the trade date to the most recent close.
Suspicious Timing Detected
4 flagsRep. Gottheimer bought $500K-$1M and $50K-$100K in $MSFT on March 25, 2026 — 20 days before Geotab USA Inc. secured a $25.6M General Services Administration Contract, a bullish signal for the tech sector.
Rep. Gottheimer bought $500K-$1M and $50K-$100K in $MSFT on March 25, 2026 — 24 days before Palantir Technologies Inc. secured a $94.7M Department of Agriculture Contract, a bullish signal for IT modernization.
Rep. Gottheimer bought $500K-$1M and $50K-$100K in $MSFT on March 25, 2026 — 26 days before Clear Vantage Point Solutions II LLC secured a $13.9M Department of Education Contract, a bullish signal for secure digital infrastructure.
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 | $MSFT | Microsoft Corporation - Common Stock (MSFT) [OP](Stock Option) | $500K-$1M | $371.04 | $418.57 | +12.8% | Mar 25, 2026 |
| BUY | $MSFT | Microsoft Corporation - Common Stock (MSFT) [OP](Stock Option) | $50K-$100K | $371.04 | $418.57 | +12.8% | Mar 25, 2026 |
| BUY | $APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | $1K-$15K | $276.35 | $289.47 | +4.7% | Mar 5, 2026 |
| BUY | $FN | Fabrinet Ordinary Shares (FN) [ST] | $1K-$15K | $600.91 | $703.86 | +17.1% | Mar 24, 2026 |
| BUY | $SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | $1K-$15K | $89.17 | $87.27 | -2.1% | Mar 10, 2026 |
| BUY | $NOW | ServiceNow, Inc. Common Stock (NOW) [ST] | $1K-$15K | $124.34 | $102.13 | -17.9% | Mar 6, 2026 |
| SELL | $ALC | Alcon Inc. Ordinary Shares (ALC) [ST] | $1K-$15K | $78.50 | $67.78 | -13.7% | Mar 12, 2026 |
| SELL | $CBZ | CBIZ, Inc. Common Stock (CBZ) [ST] | $1K-$15K | $29.19 | $32.23 | +10.4% | Mar 5, 2026 |
| SELL | $COLB | Columbia Banking System, Inc. - Common Stock (COLB) [ST] | $1K-$15K | $28.00 | $29.73 | +6.2% | Mar 5, 2026 |
| PARTIAL SELL | $CCI | Crown Castle Inc. Common Stock (CCI) [ST] | $1K-$15K | $78.59 | $91.46 | +16.4% | Mar 24, 2026 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
PALANTIR TECHNOLOGIES INC.: $94.7M Department of Agriculture Contract
Palantir Technologies Inc. secured a significant $94.7 million contract with the Department of Agriculture to modernize IT systems, a move expected to bolster its government revenue segment. This award, supported by legislative efforts to enhance rural and agricultural efficiency, positions Palantir for continued growth in federal data integration projects.
Parents Decide Act
HR8250 (Parents Decide Act) introduces mandatory age verification for operating systems, creating new compliance costs and user acquisition friction for AAPL, GOOGL, and MSFT. The bill is early-stage (referred to committee) with no funding appropriation and an uncertain legislative path. Market data shows AAPL and GOOGL near 52-week highs, while MSFT has pulled back 5% in the last week.
To direct the Under Secretary of Commerce for Standards and Technology to establish a Commission on Hazard Risk Assessment Tools, and for other purposes.
HR 8407 (ACCURATE Act) establishes an advisory commission at NIST to recommend standards for hazard risk assessment tools used by federal agencies. It authorizes zero funding, imposes no mandates, and is in early committee stage. Market impact is negligible today; potential long-term beneficiaries include risk data vendors like MSCI and Verisk if subsequent legislation mandates federal use of NIST-validated hazard scores. No actionable trade signal.
SOUTHPOINT CONSULTING, INC.: $11.6M Department of Agriculture Contract
SOUTHPOINT CONSULTING, INC. secured an $11.6 million contract from the Department of Agriculture for IT application sustainment, impacting the Technology sector. While Southpoint is private, this award signals ongoing federal investment in IT infrastructure, benefiting major government IT service providers and their supply chains.
GEOTAB USA INC: $25.6M General Services Administration Contract
Geotab USA Inc. secured a $25.6M contract for GSA Fleet Telematics, indicating a growing federal investment in fleet management technology. While Geotab is private, this award signals increased demand for telematics solutions, benefiting publicly traded technology and telecommunications companies in the supply chain.
To increase the minimum broadband service capacity for projects under the Community Connect Grant Program, and for other purposes.
HR8144 (Quality Broadband for Connected Communities Act) raises minimum speed standards for USDA rural broadband grants from 10/1 Mbps to 25/3 Mbps, mandating higher-performance fiber infrastructure. The bill is in early committee stages with no funding attached. Corning ($GLW) is the primary structural beneficiary as the leading U.S. fiber optic manufacturer, though near-term market impact is limited by early legislative stage.
To require developers of AI-focused data centers to disclose certain information before the AI-focused data centers are developed, and for other purposes.
HR8488 is an early-stage procedural bill requiring AI data center developers to disclose location, power, water, and supply chain details before construction. It has no funding, no enforcement, and is referred to committee. The bill's direct market impact on NVDA ($200.59), AMD ($347.62), and SMCI ($27.11) is neutral — it adds regulatory friction but no near-term revenue change for any ticker analyzed.
CLEAR VANTAGE POINT SOLUTIONS II LLC: $13.9M Department of Education Contract
This $13.9M Department of Education contract for identity and access management services signals increased federal investment in secure digital infrastructure, directly benefiting technology providers specializing in cybersecurity and cloud solutions. The 'Autofill Act of 2026' (HR8299) provides legislative tailwinds for such digital modernization efforts.
To require the reduction of the reliance and expenditures of the Federal Government on legacy information technology systems, and for other purposes.
HR8408 (Legacy IT Reduction Act of 2026) is an early-stage House bill requiring federal agencies to inventory legacy IT systems. With only 3 cosponsors, no funding authorization, and referral to committee, it has negligible near-term market impact. Recent IT services sector data shows weakness: IBM down 5.35% over 30 days, Accenture down 10.26% over 30 days, but this bill is not a driver of those moves.
To reauthorize the National Quantum Initiative Act, and for other purposes.
HR8462 is a procedural reauthorization bill for the National Quantum Initiative Act that was marked up and reported out of committee on April 29, 2026. The bill text as provided authorizes zero specific funding amounts — it only updates statutory definitions and cross-references to other laws. Pure-play quantum stocks (IONQ, RGTI, QBTS) have rallied 19-57% over the past 30 days but pulled back 9-15% in the past week, reflecting sector profit-taking rather than a market reaction to this specific bill introduction.
Other Filings by Josh Gottheimer
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.