Josh Gottheimer
Josh Gottheimer (D-NJ) sold $1M-$5M of $MSFT (Microsoft Corporation - Common Stock (MSFT)) on Feb 14, 2025, part of 58 transactions in this filing (20 buys, 38 sells).
HillSignal flagged 5 timing concerns on this filing — trades that line up closely with related legislative or contract activity.
Companies in this filing · 23
Price Movement Since Trade
How the largest positions have moved from the trade date to the most recent close.
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See the full trade breakdown, suspicious timing flags, and how this filing connects to active legislation.
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5 flagsJosh Gottheimer sold $1,001 - $15,000 in $AAPL on 2025-02-03, 2 days before the 'No Tax Breaks for Outsourcing Act' (S409) was introduced, a bill that could increase tax burdens on multinational corporations.
Josh Gottheimer sold $1,001 - $15,000 in $TSLA on 2025-02-14, 7 days before the 'Unplug the Electric Vehicle Charging Stations Program Act' (HR1513) was introduced, which seeks to eliminate federal funding for EV charging infrastructure.
Josh Gottheimer bought $1,001 - $15,000 in $TSLA on 2025-02-05, 7 days before the 'National Right-to-Work Act' (HR1232) was introduced, a bill that aims to eliminate mandatory union membership.
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)(Stock Option) | $1M-$5M | $404.00 | $370.66 | -8.3% | Feb 14, 2025 |
| BUY | $V | Visa Inc. (V) | $1K-$15K | $362.71 | $343.31 | -5.3% | Feb 28, 2025 |
| BUY | $FI | Fiserv, Inc. Common Stock (FI) | $1K-$15K | $229.71 | $65.73 | -71.4% | Feb 26, 2025 |
| BUY | $SNOW | Snowflake Inc. Class A Common Stock (SNOW) | $1K-$15K | $177.89 | $253.14 | +42.3% | Feb 21, 2025 |
| BUY | $FI | Fiserv, Inc. Common Stock (FI) | $1K-$15K | $229.71 | $65.73 | -71.4% | Feb 21, 2025 |
| BUY | $V | Visa Inc. (V) | $1K-$15K | $362.71 | $343.31 | -5.3% | Feb 13, 2025 |
| BUY | $DSCSY | DISCO CORP UNSP/ADR (DSCSY) | $1K-$15K | $30.72 | $51.46 | +67.5% | Feb 10, 2025 |
| BUY | $DSCSY | DISCO CORP UNSP/ADR (DSCSY) | $1K-$15K | $30.72 | $51.46 | +67.5% | Feb 7, 2025 |
| BUY | $TWLO | Twilio Inc. Class A Common Stock (TWLO) | $1K-$15K | $147.43 | $201.53 | +36.7% | Feb 6, 2025 |
| BUY | $SQ | Block, Inc. Class A Common Stock, (XYZ) | $1K-$15K | $64.28 | $57.22 | -11.0% | Feb 3, 2025 |
Connected Legislative Activity
10 signalsThese bills and contracts share tickers or sectors with this filing's trades.
Unplug the Electric Vehicle Charging Stations Program Act
H.R. 1513 targets $7.5 billion in federal EV charging grants for repeal. The bill is in early committee stage but has a companion Senate bill, increasing its probability of advancement. Pure-play charging companies EVgo, ChargePoint, and Blink face direct revenue risk from the loss of NEVI and CFI capital co-funding. Tesla faces indirect headwinds from slower EV adoption, though its proprietary Supercharger network and vehicle sales buffer the impact.
National Right-to-Work Act
The National Right-to-Work Act (HR1232) is an early-stage bill in the 119th Congress with 123 cosponsors, referred to the House Education and Workforce Committee. It would eliminate mandatory union fees in the private sector, structurally benefiting unionized employers like UPS, FDX, GM, and F over the long term. However, legislative odds are very low in this Congress; market data shows recent stock gains for these tickers are driven by broader sector momentum, not this bill.
Chief Risk Officer Enforcement and Accountability Act
HR1910 (Chief Risk Officer Enforcement and Accountability Act) is an early-stage bill that codifies existing Fed CRO regulations for large banks, with the structural change of extending requirements to privately held large banks. Publicly traded mega-banks (JPM, BAC, WFC, C, MS, GS) already comply — no new costs. The bill creates incremental demand for compliance consulting and software vendors like ACN, IBM, and ORCL but is in early committee stage with low passage probability.
No Tax Breaks for Outsourcing Act
The No Tax Breaks for Outsourcing Act (S409) would eliminate tax deferral on foreign profits for U.S. multinationals, increasing effective tax rates by 5-8 percentage points. The bill is in early stages (referred to Senate Finance Committee, 19 cosponsors) and poses a 4-8% annual net income headwind for high international-exposure companies. Despite 8-30% rallies in the last 30 days across MSFT, AAPL, GOOGL, KO, PG, XOM, and CVX, this legislative risk is not currently priced into valuations.
To amend title XI of the Social Security Act to equalize the negotiation period between small-molecule and biologic candidates under the Drug Price Negotiation Program.
HR1492 retroactively extends the Medicare price negotiation safe harbor for small-molecule drugs from 7 to 11 years, matching biologics. This shields billions in revenue for major pharma companies, particularly pure-play small-molecule firms like Vertex and large players with top-selling Part D drugs like Pfizer, Bristol-Myers Squibb, and Gilead. The bill is early-stage with 67 cosponsors and a Republican sponsor, giving it moderate momentum.
Growing and Preserving Innovation in America Act of 2025
HR1062 permanently locks in higher FDII and GILTI deductions for US multinationals, preventing a ~3.3 ppt effective tax rate increase on foreign IP income scheduled for 2026. This directly boosts after-tax net income for companies with large international revenue streams, including MSFT, AAPL, GOOGL, AMZN, NVDA, JNJ, PFE, KO, and PG. The bill is in early committee stage — structural impact is contingent on passage through the 119th Congress.
Improve and Enhance the Work Opportunity Tax Credit Act
S.492 (Improve and Enhance the Work Opportunity Tax Credit Act) expands an existing tax credit for employers hiring from targeted groups. The bill is in early-stage committee referral with only 2 cosponsors, giving it low near-term passage probability. Structural beneficiaries are large hourly-workforce employers like Walmart and McDonald's, but market impact today is negligible.
American Innovation Act of 2025
Bill HR1778 would increase tax deductions for startup costs from $5k to $20k, reducing the net first-year burden for new enterprises. This quantitatively expands the customer base for business-formation beneficiary companies like Intuit ($INTU), Wix ($WIX), and PayPal ($PYPL). Current market data shows these three tickers have experienced near-term price declines (7-day changes of -2.07%, -1.55%, -1.17% respectively), making them cheaper entries ahead of potential bill momentum later in 2026.
Stop Predatory Investing Act
The Stop Predatory Investing Act (S.969) targets large institutional owners of single-family rental properties by eliminating their ability to deduct mortgage interest and depreciation. If enacted, this would be a direct structural blow to $AMH and $INVH, the two largest publicly traded single-family rental REITs, destroying their primary tax shields and forcing significant dividend cuts or asset sales. The bill was introduced in March 2025 and referred to committee — early stage, but with 12 cosponsors and a companion bill in the House.
Unemployment Integrity Act of 2025
The Unemployment Integrity Act of 2025 (HR1119) is an early-stage bill referred to committee in February 2025 with zero near-term market impact. Recent price action in $KFRC (+39% in 7 days, +54% in 30 days) predates any legislative progress and is driven by unrelated factors. The bill creates a modest structural tailwind for staffing firms and a mild headwind for consumer discretionary, but current moves are noise.
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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.