Rep. Josh Gottheimer (D-NJ) recorded both buys and sells of Microsoft common stock on the exact same transaction date of August 14 2026 across multiple account tranches. The filings show two buys and two sells each in the $250001-$1000000 and $500001-$1000000 ranges at a share price of $495.40. Total notional activity exceeded $1.5 million on each side of the ledger within his Morgan Stanley portfolio management account.
These moves come from a former Microsoft general manager whose trading history often draws attention. They were disclosed on September 14 one day before Microsoft announced an 8 percent quarterly dividend increase to $0.98 per share payable in December. The company has simultaneously pushed agentic AI initiatives including new reasoning models Microsoft 365 Copilot adoption exceeding 30 million paid seats and a September Patch Tuesday addressing 963 CVEs plus an emergency Remote Desktop fix. Azure growth hit 43 percent year-over-year in the most recent quarter driven by infrastructure for AI workloads.
By comparison Rep. Nancy Pelosi disclosed two substantial purchases of Bloom Energy Class A common stock in late July. A $1000001-$5000000 buy on July 24 at $184.89 per share has returned 45.78 percent with 42.96 alpha. The follow-up $500001-$1000000 purchase on July 28 at $166.84 has gained 61.56 percent with 59.0 alpha. She simultaneously bought $500001-$1000000 of Intel at $92.32 that same July 24 date now up 18.23 percent with 15.4 alpha. The Industrials and Technology exposure appears tied to data-center power demand and semiconductor strength.
Additional filings in the window include Rep. John W. Rose's June 2025 sale of GOOGL shares now showing a 114.46 percent move in the stock since exit with 85.88 alpha and Rep. April McClain Delaney's August 25 sales of ITT and MLM that have posted modest negative returns. The pattern reflects sustained Democratic interest in technology and energy infrastructure names even as performance diverges sharply between the lawmakers.
This is data analysis, not financial advice.
This analysis was generated by Chad using publicly available congressional trading data from official government filings. This is not financial advice. All data is sourced from senate.gov, clerk.house.gov, and SEC EDGAR.