Nancy Pelosi gets the headlines. Josh Gottheimer gets the returns.

While retail investors are busy chasing Pelosi trade alerts, a congressman from New Jersey has been filing STOCK Act disclosures that deserve a much closer look. Josh Gottheimer, Democrat representing NJ's 5th Congressional District, sits on two of the most market-sensitive committees in Washington simultaneously: the House Financial Services Committee (Subcommittee on Capital Markets) and the House Intelligence Committee (NSA & Cyber Subcommittee). That is not a random committee stack. That is a front-row seat to energy infrastructure policy, AI regulation, semiconductor supply chains, and national security spending — all at the same time.

His winning trades from late 2025 through early 2026 aren't scattered bets. They form a thesis. And that thesis has been printing money. Here's every profitable position, with the raw filing data behind each one.

The Winning Trades: Full Breakdown

44.5%

⚡ GE Vernova (GEV) — +44.5%

Entry: $737.53 · February 5, 2026
Current Price: $1,065.00 (as of May 4, 2026)
Published: March 17, 2026 · Filed 39 days after trade
Committee Angle: House Financial Services / Intelligence — NSA & Cyber
$10,000 invested → $14,450

This is the trade of 2026 so far. Gottheimer entered GE Vernova on February 5 — a Specialty Industrial Machinery company operating across power generation, wind energy, and grid electrification. By April 23, GEV had hit an all-time high of $1,181.95. It has since pulled back but is still sitting at $1,065, giving anyone who tracked this filing at publication a 44.5% gain in under three months.

Gottheimer's NSA & Cyber Subcommittee seat gives him oversight of national grid security infrastructure — the exact federal buildout that GE Vernova is a primary contractor for. When Congress prioritizes hardening the electrical grid against cyber threats, GE Vernova wins contracts. Gottheimer knew the priority before the market did.

22.0%

🔧 Cummins Inc. (CMI) — +22.0%

Entry: $540.65 · February 5, 2026
Current Price: $657.44 (as of May 4, 2026)
Published: March 17, 2026 · Filed 39 days after trade
$10,000 invested → $12,200

Bought on the exact same day as GE Vernova. Cummins and GE Vernova together cover the full stack of industrial power — generation on one end, engine and fuel technology on the other. This dual February 5 buy tells you he was positioning around something specific — likely an infrastructure or energy policy development visible from his committee assignments that hadn't yet hit the broader market.

17.5%

🔬 Fabrinet (FN) — +17.5%

Entry: $600.91 · March 24, 2026
Current Price: $706.00 (as of May 4, 2026)
Published: April 9, 2026 · Filed 15 days after trade
Owner: Undisclosed**
$10,000 invested → $11,750

Fabrinet manufactures precision optical transceivers for AI data centers. Gottheimer's Intelligence Committee seat gives him visibility into federal AI policy and national security tech contracts — the physical hardware layer where Fabrinet dominates. The ownership is listed as Undisclosed, a high-conviction designation separate from his typical Joint filings.

11.4%

💻 Microsoft Corp. (MSFT) — +11.4%

Entry: $371.04 · March 25, 2026
Current Price: $413.24 (as of May 4, 2026)
Published: April 9, 2026 · Filed 14 days after trade
Actual Position: $500,000–$1,000,000
$10,000 invested → $11,140

This $1M bet at 11.4% means over $100K in gains on a single trade. As a member of the NSA & Cyber Subcommittee, Gottheimer has oversight of the federal cloud security policy that determines Microsoft's government contract pipeline. This wasn't just a tech buy; it was a policy-backed conviction trade.

9.8%

🎈 Air Products (APD) — +9.8%

Entry: $276.35 · March 5, 2026
Current Price: $303.43 (as of May 4, 2026)
ROI: +9.8%
Published: April 9, 2026 · Filed 34 days after trade
Industry: Specialty Chemicals
Owner: Joint
$10,000 invested → $10,980

Air Products is a global leader in industrial gases and a primary player in the hydrogen energy transition. Gottheimer's entry here aligns perfectly with his legislative focus on energy independence and infrastructure. This March entry was published 34 days later, providing a clear window for followers to capture the steady upward move in the specialty chemicals sector.

14.1%

🏗️ Federal Signal Corp. (FSS) — +14.1%

Entry: $117.63 · February 26, 2026
Current Price: $134.20 (as of May 4, 2026)
ROI: +14.1%
Published: March 17, 2026 · Filed 18 days after trade
Industry: Pollution & Treatment Controls
Owner: Undisclosed
$10,000 invested → $11,410

Federal Signal makes safety and signaling equipment used in municipal infrastructure. This position was filed just 18 days after the trade and carries the "Undisclosed" ownership designation, marking it as a high-conviction play in the physical infrastructure sector that aligns with his Capital Markets oversight.

8.6%

💊 Merck & Co. (MRK) — +8.6%

Entry: $118.33 · February 4, 2026
Current Price: $128.50 (as of May 4, 2026)
ROI: +8.6%
Published: March 17, 2026 · Filed 40 days after trade
Industry: Drug Manufacturers — General
Committee Angle: House Financial Services — drug pricing legislation visibility
Owner: Joint
$10,000 invested → $10,860

Gottheimer's entry into Merck came just before a new wave of FDA pipeline updates. His Financial Services Committee seat provides unique visibility into the legislative environment surrounding pharmaceutical drug pricing and margins, allowing him to position in MRK with high confidence ahead of the market.

The Thesis, Decoded

Gottheimer’s most aggressive positioning is in Energy Transition Infrastructure, specifically targeting the physical layer of grid electrification and fuel technology. By clustering trades in GE Vernova, Cummins, and Federal Signal within a tight 29-day window, he is front-running the legislative push for domestic energy security. His seat on the Financial Services Committee gives him unique visibility into the capital flows and federal subsidies driving these projects, allowing him to position in "hard infrastructure" contractors before the market fully prices in the multi-year procurement cycles.

The AI Supply Chain thesis focuses on the hardware bottleneck rather than software speculation. His March entries into Fabrinet and Microsoft—filed just days apart—reflect a focus on the physical optical transceivers and cloud security infrastructure required for national security AI clusters. Through his Intelligence Committee oversight of the NSA and Cyber security, Gottheimer understands the specific hardware requirements and federal standards that these companies are positioned to meet, capturing the "physical" AI alpha that pure-play tech investors often overlook.

Finally, his Healthcare Positioning in Merck reveals a tactical play on drug pricing legislation. While pharmaceutical margins are often a political target, Gottheimer’s Financial Services seat provides a front-row seat to the actual legislative mechanics of pricing caps and patent protections. This visibility allows him to identify pharmaceutical giants that are undervalued relative to their pipeline resilience, turning legislative risk into a calculated entry point for high-dividend blue chips.

Why the Filing Dates Matter

Trade	Entry Date	Published	Days Lag	Move at Publication
GE Vernova (GEV)	Feb 5, 2026	Mar 17, 2026	39 days	Already moving significantly
Cummins (CMI)	Feb 5, 2026	Mar 17, 2026	39 days	Already moving significantly
Air Products (APD)	Mar 5, 2026	Apr 9, 2026	34 days	In positive territory
Fabrinet (FN)	Mar 24, 2026	Apr 9, 2026	15 days	Near entry — actionable window
Microsoft (MSFT)	Mar 25, 2026	Apr 9, 2026	14 days	Near entry — actionable window

The Bottom Line: A Policy-Driven Advantage

The returns speak for themselves, but the timing is the real signal for the second half of 2026:

GE Vernova: +44.5%
Cummins: +22.0%
Fabrinet: +17.5%
Microsoft: +11.4%
Federal Signal: +14.1%
Air Products: +9.8%

As the legislative focus shifts toward domestic manufacturing and grid security, Gottheimer’s recent moves suggest a long-term "Hard Tech" pivot that minimizes reliance on global software cycles. Investors should watch for upcoming subcommittee hearings on energy infrastructure resilience and AI hardware procurement as the primary catalysts for his next positioning. With a typical filing lag of 39 days, identifying these bottlenecks before they reach the House Clerk’s office is the only way to front-run the most profitable political insiders.

Transparency is Your New Edge.

With the legal disclosure lag still sitting at an average of 39 days for high-impact industrial plays, the window to capture these returns is measured in hours, not weeks—making real-time monitoring the only viable strategy for retail followers.

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Frequently Asked Questions

Why is Josh Gottheimer's portfolio heavily focused on "hard tech"?

Gottheimer's committee assignments—Financial Services and Intelligence (NSA & Cyber)—give him unique visibility into federal infrastructure and national security spending. His recent trades in GE Vernova and Cummins reflect a strategic pivot toward companies building the physical grid and supply chains required to support AI and energy independence.

What does it mean when a trade is filed as "Undisclosed"?

Under the STOCK Act, filers must specify ownership type (e.g., Self, Spouse, Joint). An "Undisclosed" designation, like in Gottheimer's Fabrinet and Federal Signal trades, often points to a high-conviction personal account rather than a jointly managed family asset, signaling strong individual confidence in the position.

How long did it take for Gottheimer's GE Vernova trade to become public?

Gottheimer filed his GE Vernova (GEV) trade 39 days after execution. By the time it was published, the stock was already moving significantly. This highlights why real-time tracking is essential—traditional 45-day reporting lags cause retail investors to miss the optimal entry window.

Is there a free tier for PolyTICK?

Yes. We believe in democratizing access to political alpha. Our Free Tier provides access to all core features, including the trade dashboard, real-time alerts, politician profiles, and historical data analysis. You can start tracking for free today.

What is the "8-Layer" Intelligence System?

PolyTICK doesn't just show trades; we provide context. Our 8-layer system cross-references trades with committee seats, corporate lobbying data, federal contract awards, and analyst targets to reveal the "why" behind every move.

Is copying politician trades legal?

Absolutely. The STOCK Act makes these disclosures mandatory public records precisely so the public can see them. Using this publicly available data to inform your own investment strategy is 100% legal.

How do I start?

Simply visit the PolyTICK Dashboard. You can start tracking entries, exploring committee connections, and building your own political-insider watchlist for free.

All trade data sourced from STOCK Act disclosures filed with the House Clerk's office. Prices as of May 4, 2026. This is not financial advice.