Josh Gottheimer

Estimate as of Nov 2, 2026

Democrat · House NJ05

Wikipedia biography ↗Years Elected: About 9.8Rank: #76

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2017 – Nov 4, 2026

Estimated public-equity portfolio performance

1 year

0.57%

Cumulative estimated return

SPY: 10.27%
Outperformance: -9.70 percentage points

2025-10-31 – 2026-11-02

Missing information

29 trades outside the available price history.
486 rows without a saved price.
690 sales exceeding observed holdings (unmatched amount omitted).
3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

39.53%

Cumulative estimated return

SPY: 74.60%
Outperformance: -35.07 percentage points

2023-11-02 – 2026-11-02

Missing information

29 trades outside the available price history.
486 rows without a saved price.
690 sales exceeding observed holdings (unmatched amount omitted).
3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

42.37%

Cumulative estimated return

SPY: 62.83%
Outperformance: -20.46 percentage points

2021-11-02 – 2026-11-02

Missing information

29 trades outside the available price history.
486 rows without a saved price.
690 sales exceeding observed holdings (unmatched amount omitted).
3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Nov 2, 2026. 2760 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
ASML	Joint	$1,001 - $15,000	Unavailable	Unavailable	$1552.14Nov 3, 2026	Unavailable
ASAZY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
ATLKY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
ATRC	Joint	$1,001 - $15,000	Unavailable	Unavailable	$60.41Nov 3, 2026	Unavailable
AZO	Joint	$1,001 - $15,000	Unavailable	Unavailable	$3200.00Nov 3, 2026	Unavailable
AVNT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$43.25Nov 3, 2026	Unavailable
BCPC	Joint	$1,001 - $15,000	Unavailable	Unavailable	$175.51Nov 3, 2026	Unavailable
BBVA	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
BRK.B	Joint	$15,001 - $50,000	Unavailable	Unavailable	$557.07Nov 3, 2026	Unavailable
BHP	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
BCRX	Joint	$1,001 - $15,000	Unavailable	Unavailable	$8.57Nov 3, 2026	Unavailable
BLK	Joint	$15,001 - $50,000	Unavailable	Unavailable	$1161.32Nov 3, 2026	Unavailable
BX	Joint	$1,001 - $15,000	Unavailable	Unavailable	$118.19Nov 3, 2026	Unavailable
XYZ	Joint	None	Unavailable	Unavailable	$76.00Nov 3, 2026	Unavailable
BKNG	Joint	$1,001 - $15,000	Unavailable	Unavailable	$155.67Nov 3, 2026	Unavailable
BOOT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$133.59Nov 3, 2026	Unavailable
AVGO	Joint	$15,001 - $50,000	Unavailable	Unavailable	$332.13Nov 3, 2026	Unavailable
CNI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$126.30Nov 3, 2026	Unavailable
CVNA	Joint	$1,001 - $15,000	Unavailable	Unavailable	$71.28Nov 3, 2026	Unavailable
CATY	Joint	$1,001 - $15,000	Unavailable	Unavailable	$64.93Nov 3, 2026	Unavailable
CBZ	Joint	$1,001 - $15,000	Unavailable	Unavailable	$54.98Oct 30, 2026	Unavailable
CENTA	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
SKY	Joint	$1,001 - $15,000	Unavailable	Unavailable	$86.37Nov 3, 2026	Unavailable
CHX	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
SCHW	Joint	$15,001 - $50,000	Unavailable	Unavailable	$89.28Nov 3, 2026	Unavailable
GTLS	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CVX	Joint	$15,001 - $50,000	Unavailable	Unavailable	$225.27Nov 3, 2026	Unavailable
CHRD	Joint	$1,001 - $15,000	Unavailable	Unavailable	$143.83Nov 3, 2026	Unavailable
CB	Joint	$1,001 - $15,000	Unavailable	Unavailable	$366.54Nov 3, 2026	Unavailable
CHGCY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CINF	Joint	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
CSCO	Joint	$15,001 - $50,000	Unavailable	Unavailable	$102.97Nov 3, 2026	Unavailable
NET	Joint	$1,001 - $15,000	Unavailable	Unavailable	$273.62Nov 3, 2026	Unavailable
KO	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CNS	Joint	$1,001 - $15,000	Unavailable	Unavailable	$73.10Nov 3, 2026	Unavailable
COLB	Joint	$1,001 - $15,000	Unavailable	Unavailable	$30.84Nov 3, 2026	Unavailable
COP	Joint	None	Unavailable	Unavailable	$144.40Nov 3, 2026	Unavailable
GLW	Joint	$15,001 - $50,000	Unavailable	Unavailable	$126.14Nov 3, 2026	Unavailable
BAP	Joint	$1,001 - $15,000	Unavailable	Unavailable	$351.26Nov 3, 2026	Unavailable
CRNX	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CCI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$86.58Nov 3, 2026	Unavailable
CSW	Joint	$1,001 - $15,000	Unavailable	Unavailable	$279.50Nov 3, 2026	Unavailable
DHI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$145.23Nov 3, 2026	Unavailable
DASTY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
DBSDY	Joint	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
DEO	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
DSCSY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
D	Joint	$15,001 - $50,000	Unavailable	Unavailable	$66.78Nov 3, 2026	Unavailable
DASH	Joint	$1,001 - $15,000	Unavailable	Unavailable	$183.32Nov 3, 2026	Unavailable
DCO	Joint	$1,001 - $15,000	Unavailable	Unavailable	$166.70Nov 3, 2026	Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Nov 2, 2026

Asset	Owner	Estimated units	Estimated value
Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST]	joint	3034.653865960420804826013389	1026684.10
Morgan Stanley - Select UMA Account # 1 ⇒ Ameris Bancorp (ABCB) [ST]	joint	107.7218257708361384138952471	9061.56
Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST]	joint	34.40631316389283103255493915	7110.75
Agree Realty Corporation Common Stock (ADC) [ST]	joint	0.6743698259359107861413631	46.18
Analog Devices, Inc. - Common Stock (ADI) [ST]	joint	19.31041973401559218942337863	7972.31
Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST]	joint	38.21225581506424034006782252	8299.32
Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST]	joint	293.9199118295371050698016165	8802.90
Morgan Stanley - Select UMA Account # 1 ⇒ AAR Corp. (AIR) [ST]	joint	177.3946784922394678492239468	18738.20
Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]	joint	303.2789992418498862774829416	9750.42
Advanced Micro Devices, Inc. (AMD) [ST]	joint	72.63141902934230099561490814	33907.25
Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc. (AMZN) [ST]	joint	758.1687028853652196516766311	186228.98
Morgan Stanley - Select UMA Account # 1 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]	joint	61.05853621308097382278867435	10022.15
Morgan Stanley - Select UMA Account # 1 ⇒ Artivion, Inc. (AORT) [ST]	joint	175.4110940583205437404078053	4136.19
Air Products and Chemicals, Inc. Common Stock (APD) [ST]	joint	61.33867185909780791119157912	19384.86
Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST]	joint	118.4031374870504661832174042	9453.31
Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]	joint	11.87334896559912142708735271	2717.22
Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]	joint	34.38856651622609069417580056	7732.61
Morgan Stanley - Select UMA Account # 1 ⇒ Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST]	joint	275.4993112947658402203856749	8612.11
Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]	joint	7.478081244274951862860561195	11412.60
Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. (ATRC) [ST]	joint	202.2371081900910010111223458	12109.96
Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	joint	93.90494076856399884426466339	30258.99
Morgan Stanley - Select UMA Account # 1 ⇒ Avient Corporation (AVNT) [ST]	joint	256.0979513444302176696542894	11127.46
Morgan Stanley - Select UMA Account # 1 ⇒ AutoZone, Inc. (AZO) [ST]	joint	2.358985699542975084770750405	7673.80
Morgan Stanley - Select UMA Account # 1 ⇒ Boeing Company (BA) [ST]	joint	24.55949165029469548133595285	4307.73
Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. Common Stock (BAP) [ST]	joint	27.87630662020905923344947735	9784.03
Morgan Stanley - Select UMA Account # 1 ⇒ Balchem Corporation (BCPC) [ST]	joint	52.16810119979134063641105895	9108.55
Morgan Stanley - Select UMA Account # 1 ⇒ BioCryst Pharmaceuticals, Inc. (BCRX) [ST]	joint	1025.705128205128205128205128	8456.94
Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. (BLK) [ST]	joint	30.36465048489265093334828185	35440.10
Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings, Inc. (BOOT) [ST]	joint	45.33631778772595908653028843	6225.58
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	joint	30.50608692736657586217957316	16964.74
Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST]	joint	51.90411314389516024393408590	6235.76
Morgan Stanley - Select UMA Account # 1 ⇒ Cathay General Bancorp (CATY) [ST]	joint	165.3337466418681545773920231	10840.93
Morgan Stanley - Select UMA Account # 1 ⇒ Chubb Limited Common Stock (CB) [ST]	joint	25.63276944764834038190439575	9457.98
CBIZ, Inc. Common Stock (CBZ) [ST]	joint	282.9031117397454031117397454	15554.01
Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST]	joint	86.30528586839266450916936354	12720.54
Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) [ST]	joint	198.9988978692138133725202057	36572.02
Cummins Inc. Common Stock (CMI) [ST]	joint	14.79792841949505225191898641	7407.84
Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST]	joint	80.93576125442589782498735458	10261.85
Morgan Stanley - Select UMA Account # 1 ⇒ Cohen & Steers Inc (CNS) [ST]	joint	127.4370818732080280344058617	9478.77
Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST]	joint	150.9243538954914167138275797	8785.31
Columbia Banking System, Inc. - Common Stock (COLB) [ST]	joint	0.5111487349859442882698696	15.97
Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST]	joint	945.7818411097099621689785624	68171.96
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]	joint	38.69275039899405136141606616	9356.29
Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. (CSCO) [ST]	joint	421.9200311566921978449954563	42871.29
Morgan Stanley - Select UMA Account # 1 ⇒ CSW Industrials, Inc. Common Stock (CSW) [ST]	joint	27.25615780329097536878683610	7823.33
Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporation (CVX) [ST]	joint	213.2438816350633160553769438	48570.56
Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, Inc. (D) [ST]	joint	554.7107014848950332821300563	37565.01
Morgan Stanley - Select UMA Account # 1 ⇒ Delta Air Lines, Inc. (DAL) [ST]	joint	555.7541039671682626538987688	46361.01
Morgan Stanley - Select UMA Account # 1 ⇒ DoorDash, Inc. - Common Stock (DASH) [ST]	joint	35.32541504768632991875662310	6714.30
Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST]	joint	84.10070429937979606853779039	13763.08
Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]	joint	55.54745539123793654099840311	8494.87
Dollar Tree, Inc. - Common Stock (DLTR) [ST]	joint	186.2326439648244893004625846	25811.84
Darden Restaurants, Inc. Common Stock (DRI) [ST]	joint	9.8078576942769357476362603	2185.48
Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST]	joint	91.26739676020990189368012777	8341.84
Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group Corp. Common Stock (EPAC) [ST]	joint	13.08838912133891213389121339	568.69
Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	joint	25.11852061159775203290320555	9195.14
Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST]	joint	809.8803887366060304011961126	42559.21
Freeport-McMoRan, Inc. Common Stock (FCX) [ST]	joint	116.4556040756914119359534207	7333.21
FedEx Corporation (FdX) [ST]	joint	0.25465364945952702484460161	81.04
Fabrinet Ordinary Shares (FN) [ST]	joint	8.06589562735554251436177395	2538.34
Federal Signal Corporation Common Stock (FSS) [ST]	joint	68.01411204624670577233698886	7958.33
First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST]	joint	704.2693661971830985915492958	9120.29
Morgan Stanley - Select UMA Account # 1 ⇒ Glacier Bancorp, Inc. (GBCI) [ST]	joint	181.6231555051078320090805902	9073.89
GE Vernova Inc. Common Stock (GEV) [ST]	joint	10.84769433107805784171491329	9353.42
Gilead Sciences, Inc. - Common Stock (GILD) [ST]	joint	56.75320990281620202880045400	9666.77
Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]	joint	371.1797624486066697121973504	45729.35
Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - American Depositary Shares (GMAB) [ST]	joint	259.7564935064935064935064935	14265.83
Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST]	joint	91.63326079486885809185660291	7281.18
Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	joint	239.0073295092415551306564691	66453.60
Goldman Sachs Group, Inc. (GS) [ST]	joint	19.00264790578414176529452501	17078.06
Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST]	joint	372.6362366092221704704238472	8947.00
Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]	joint	7.928744859025816361924582528	10923.11
Morgan Stanley - Select UMA Account # 1 ⇒ Halozyme Therapeutics, Inc. (HALO) [ST]	joint	118.8781575037147102526002972	15329.34
Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST]	joint	45.92973190194615075492278546	6725.95
Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST]	joint	791.3452027695351137487636004	6932.18
Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST]	joint	173.2459939367691641403204851	8277.69
Morgan Stanley - Select UMA Account # 1 ⇒ HealthEquity, Inc. (HQY) [ST]	joint	87.33216897718589673616417422	9053.73
Intercontinental Exchange Inc. Common Stock (ICE) [ST]	joint	45.69103369503141062250142776	7871.65
Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST]	joint	56.07696081867246092381019135	9105.78
Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) [ST]	joint	63.21507585335018963337547408	9293.25
Morgan Stanley - Select UMA Account # 1 ⇒ Independent Bank Corp. (INDB) [ST]	joint	109.4759168035030103995621237	9295.60
Intapp, Inc. - Common Stock (INTA) [ST]	joint	378.9909995262908574135480815	17065.96
Morgan Stanley - Select UMA Account # 1 ⇒ Independence Realty Trust, Inc. Common Stock (IRT) [ST]	joint	457.6945080091533180778032037	6837.96
Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. (ISRG) [ST]	joint	14.12617416484214986934105516	6171.30
Morgan Stanley - Select UMA Account # 1 ⇒ ITT Inc. (ITT) [ST]	joint	46.10973430926171402224655639	9310.48
Morgan Stanley - Select UMA Account # 1 ⇒ Linde plc Ordinary Share (LIN) [ST]	joint	18.76333872745608480499073618	9751.68
Lumentum Holdings Inc. - Common Stock (LITE) [ST]	joint	8.449149857429506811701341219	5782.60
Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company (LLY) [ST]	joint	100.0307068150519224327241598	141142.33
Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST]	joint	48.10594672599362636041128014	7199.05
Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST]	joint	134.7673743572731796317797313	29399.50
Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation (LRCX) [ST]	joint	46.73735249445028624839350391	10635.55
Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST]	joint	56.93052830717488789237668161	37465.98
Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation (MCK) [ST]	joint	9.753257994124029306708603055	9737.46
Morgan Stanley - Select UMA Account # 1 ⇒ Medpace Holdings, Inc. (MEDP) [ST]	joint	14.24463633935725095700169144	9232.52
Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. (MELI) [ST]	joint	3.971930138115238350560503609	6660.09
Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	joint	617.3415746337620627490190731	374559.65
Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation (MFC) [ST]	joint	220.5209481808158765159867696	9870.52
Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST]	joint	365.4865235267245317496573778	9155.44
Martin Marietta Materials, Inc. Common Stock (MLM) [ST]	joint	0.23699004372129444486680916	130.87
Monster Beverage Corporation - Common Stock (MNST) [ST]	joint	361.4124505991337064086755825	17355.03
Merck & Company, Inc. Common Stock (MRK) [ST]	joint	67.61176371165384940420856926	10030.88
Microsoft Corporation - Common Stock (MSFT) [ST]	joint	37355.49076708249594017245192	18943716.48
Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST]	joint	188.5131950989632422243166824	10511.50
Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology Solutions Holdings, Inc. (MTSI) [ST]	joint	46.71006539000467071461933676	10378.04
Morgan Stanley - Select UMA Account # 1 ⇒ Minerals Technologies Inc. (MTX) [ST]	joint	131.2633305988515176374077112	8509.80
Micron Technology, Inc. - Common Stock (MU) [ST]	joint	10.49796614617504264532213620	8751.00
Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]	joint	346.6350255972696245733788396	21609.23
Morgan Stanley - Select UMA Account # 1 ⇒ National Health Investors, Inc. (NHI) [ST]	joint	104.7597224040853738378944612	7176.04
Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]	joint	56.99742200242016099331825117	31651.81
Morgan Stanley - Select UMA Account # 1 ⇒ Novanta Inc. - Common Shares (NOVT) [ST]	joint	67.23674258341037061937977981	9832.70
Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation (NSC) [ST]	joint	112.5675394846217788861180382	38912.35
Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. - Common Stock (NTRA) [ST]	joint	34.92295604347636300144048191	13233.01
Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation (NVDA) [ST]	joint	402.1474530831099195710455764	81257.91
Morgan Stanley - Select UMA Account # 1 ⇒ NorthWestern Corporation (NWE) [ST]	joint	123.9618841028819336845367214	9952.90
Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST]	joint	445.7103064066852367688022284	8321.41
Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation (ORCL) [ST]	joint	41.04714996665127494741162588	4893.64
Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM) [ST]	joint	233.9327485380116959064327485	6697.49
Palo Alto Networks, Inc. (PANW) [ST]	joint	56.18683252058309753508379852	19762.03
Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) [ST]	joint	73.78493036982384948814903624	6031.92
Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. (PAYX) [ST]	joint	289.7174184346585844178998039	33459.46
Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) [ST]	joint	142.7213244335148427893904795	33385.37
Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services Corporation (PRIM) [ST]	joint	64.44739809892057354599645561	4755.57
Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST]	joint	462.4566473988439306358381503	6691.75
Morgan Stanley - Select UMA Account # 1 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST]	joint	18.96077734328711932693447091	11778.06
Restaurant Brands International Inc. Common Shares (QSR) [ST]	joint	109.7161272627537026878771256	8189.21
Morgan Stanley - Select UMA Account # 1 ⇒ Ryman Hospitality Properties, Inc. (RHP) [ST]	joint	84.55400549566687803846966815	11406.34
Republic Services, Inc. Common Stock (RSG) [ST]	joint	38.17214561763442912352688582	9389.20
Morgan Stanley - Select UMA Account # 1 ⇒ RTX Corporation Common Stock (RTX) [ST]	joint	43.62322791712104689203925845	8846.35
Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST]	joint	265.0049685326266975819807883	5830.11
SailPoint Technologies Holdings, Inc. (SAIL) [ST]	joint	525.6570302233902759526938239	10087.36
boston beer Company, Inc. (SAM) [ST]	joint	3.73611815591212827805626989	827.06
Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP) [ST]	joint	32.93606685603721542958297312	7694.52
Morgan Stanley - Select UMA Account # 1 ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST]	joint	254.6308084022915340547422024	8657.45
Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation (SBUX) [ST]	joint	385.9458496615603847524047025	40292.75
Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]	joint	325.2977679911920728655790211	28857.16
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST]	joint	89.72187955590445217001233599	6772.21
Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial Corporation (SF) [ST]	joint	56.06255255535829765893848562	3849.82
Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	joint	49.70180779027147915760700752	7764.42
Morgan Stanley - Select UMA Account # 1 ⇒ Champion Homes, Inc. Common Stock (SKY) [ST]	joint	94.68047337278106508875739645	8398.16
Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST]	joint	61.21270084162203519510328998	13595.34
Morgan Stanley - Select UMA Account # 1 ⇒ Schlumberger N.V. (SLB) [ST]	joint	12.45024875621890547263681592	651.27
Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST]	joint	198.1793410948724300222937825	8432.53
Sandisk Corporation - Common Stock When-Issued (SNDK) [ST]	joint	5.970700617928893399802979193	6418.98
Schneider National, Inc. Common Stock (SNDR) [ST]	joint	34.1678764933653960504806384	1010.00
Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. Common Stock (SNOW) [ST]	joint	36.47200948212983223924142961	10601.68
Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SNPS) [ST]	joint	17.03248743932555565017457209	7938.50
Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	joint	312.51953125	7972.37
Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]	joint	13.77710044600575157996245975	8184.15
Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST]	joint	39.99050284914525642307307808	6467.66
Morgan Stanley - Select UMA Account # 1 ⇒ Stag Industrial, Inc. (STAG) [ST]	joint	217.6414581066376496191512514	8159.38
Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL) [ST]	joint	26.12578780655063187800019593	8763.90
Morgan Stanley - Select UMA Account # 1 ⇒ Supernus Pharmaceuticals, Inc. (SUPN) [ST]	joint	160.9758551307847082494969819	6748.11
AT&T Inc. (T) [ST]	joint	24.0000983942537755795061568	514.56
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST]	joint	88.36425889109785730064060084	9200.49
Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST]	joint	6.016092040455690491408805504	7301.25
Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST]	joint	35.16548723133049096743000308	7648.85
Morgan Stanley - Select UMA Account # 1 ⇒ Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST]	joint	363.9899909008189262966333030	6795.69
Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. (TSLA) [ST]	joint	72.26830027572711909632660322	29183.39
Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	joint	106.9482378492217578729145414	42632.78
Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies plc (TT) [ST]	joint	20.55626927029804727646454265	8496.52
Twilio Inc. Class A Common Stock (TWLO) [ST]	joint	42.18115674592713660568355565	8756.81
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated (TXN) [ST]	joint	187.3335638941725747881722289	56578.48
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Roadhouse, Inc. (TXRH) [ST]	joint	48.19578313253012048192771084	9020.80
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST]	joint	59.94011976047904191616766467	304.50
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST]	joint	56.93970420932878270762229807	298.36
Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) [ST]	joint	670.7252727597925236988016455	73270.03
Morgan Stanley - Select UMA Account # 1 ⇒ United Bankshares, Inc. (UBSI) [ST]	joint	12.94619762027935851008794620	638.38
Morgan Stanley - Select UMA Account # 1 ⇒ UFP Industries, Inc. - Common Stock (UFPI) [ST]	joint	87.86930258099945085118066996	7305.45
Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST]	joint	69.54537552155771905424200278	9559.71
UnitedHealth Group Incorporated Common Stock (UNH) [ST]	joint	29.79147272388754421895363992	11929.70
Morgan Stanley - Select UMA Account # 1 ⇒ Veracyte, Inc. (VCYT) [ST]	joint	190.0356294536817102137767221	9311.75
Morgan Stanley - Select UMA Account # 1 ⇒ Viavi Solutions Inc. (VIAV) [ST]	joint	448.9618406285072951739618406	12481.14
Valley National Bancorp (VLY) [ST]	joint	81.1629943137761695528560351	1172.81
Wells Fargo & Company (WFC) [ST]	joint	263.7965138618542453658096926	22657.48
Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST]	joint	71.81132752894713221434341621	9169.59
Exxon Mobil Corporation Common Stock (XOM) [ST]	joint	112.0146830659219592473603840	20125.68
Wealthfront ⇒ Apple Inc. (AAPL) [ST]	not_reported	29.42875009195909659383506216	9956.33
Wealthfront ⇒ Bank of America Corporation (BAC) [ST]	not_reported	145.4636363636363636363636364	7210.63
Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	not_reported	9.277663102720504673330704826	9653.87
Wealthfront ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	not_reported	103.8621316370245358951058029	10553.43
Wealthfront ⇒ Alphabet Inc. - Class A (GOOGL) [ST]	not_reported	25.56070287539936102236421725	7131.18
Wealthfront ⇒ JP Morgan Chase & Co. (JPM) [ST]	not_reported	24.82930916764943206504872447	8456.37
Wealthfront ⇒ Meta Platforms, Inc. - Class A (META) [ST]	not_reported	12.12031692647972246208850308	7353.76
Wealthfront ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	not_reported	42.89812332439678284182305630	8667.99
Wealthfront ⇒ Visa Inc. (V) [ST]	not_reported	22.81229505859542071797211371	9706.86
WPP plc American Depositary Shares (WPP) [ST]	not_reported	1447.039180765805877114870882	39533.11

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
MCD	Joint	Jul 9, 2024	$245.82	Sep 25, 2026	$236.50	-3.79%
MCD	Joint	Sep 10, 2024	$291.27	Sep 25, 2026	$236.50	-18.80%
AMAT	Joint	Aug 6, 2026	$527.48	Sep 15, 2026	$421.17	-20.15%
IBM	Joint	Oct 10, 2024	$233.02	Jul 16, 2026	$219.05	-6.00%
IBM	Joint	Mar 10, 2025	$256.90	Jul 16, 2026	$219.05	-14.73%
IBM	Joint	Sep 23, 2024	$220.50	Jul 15, 2026	$211.20	-4.22%
IBM	Joint	Oct 10, 2024	$233.02	Jul 15, 2026	$211.20	-9.36%
FN	Joint	Mar 24, 2026	$600.91	Jul 14, 2026	$482.78	-19.66%
FN	Joint	May 1, 2026	$706.53	Jul 14, 2026	$482.78	-31.67%
INSM	Joint	Dec 6, 2022	$18.98	Jun 10, 2026	$91.88	384.09%
INSM	Joint	Jun 16, 2025	$101.59	Jun 10, 2026	$91.88	-9.56%
BKNG	Joint	May 20, 2024	$150.74	Jun 1, 2026	$169.25	12.28%
BABA	Joint	Jan 16, 2025	$82.43	Jun 1, 2026	$125.40	52.13%
ADC	Joint	Apr 15, 2024	$55.69	Jun 1, 2026	$72.47	30.13%
ABT	Joint	Aug 19, 2024	$111.90	May 27, 2026	$85.68	-23.43%
ABT	Joint	Jan 28, 2025	$127.39	May 27, 2026	$85.68	-32.74%
ABT	Joint	Jan 29, 2025	$127.86	May 27, 2026	$85.68	-32.99%
ABBV	Joint	Apr 3, 2025	$201.64	May 5, 2026	$206.11	2.22%
ABBV	Joint	May 22, 2025	$182.54	May 5, 2026	$206.11	12.91%
BRK.B	Joint	Jan 16, 2025	$462.81	May 4, 2026	$468.52	1.23%
NOW	Joint	Nov 29, 2023	$135.79	Apr 24, 2026	$90.17	-33.59%
NOW	Joint	Jan 25, 2024	$153.34	Apr 24, 2026	$90.17	-41.20%
NOW	Joint	Aug 5, 2024	$156.25	Apr 24, 2026	$90.17	-42.29%
IBM	Joint	Sep 17, 2024	$214.13	Apr 24, 2026	$231.98	8.34%
IBM	Joint	Sep 23, 2024	$220.50	Apr 24, 2026	$231.98	5.21%
LZB	Joint	Jul 16, 2024	$42.19	Mar 12, 2026	$32.91	-22.00%
INTA	Joint	Dec 20, 2023	$37.87	Mar 12, 2026	$24.65	-34.91%
INTA	Joint	Apr 15, 2024	$31.08	Mar 12, 2026	$24.65	-20.69%
PHR	Joint	Oct 16, 2023	$16.39	Mar 5, 2026	$12.08	-26.30%
FWRG	Joint	Aug 6, 2024	$15.86	Mar 5, 2026	$12.97	-18.22%
V	Joint	Feb 28, 2025	$362.71	Feb 18, 2026	$320.30	-11.69%
V	Joint	Mar 3, 2025	$361.82	Feb 18, 2026	$320.30	-11.48%
V	Joint	Mar 5, 2025	$352.68	Feb 18, 2026	$320.30	-9.18%
CVNA	Joint	Jun 20, 2025	$63.98	Feb 18, 2026	$72.31	13.02%
NET	Joint	Jun 20, 2025	$179.30	Feb 4, 2026	$166.88	-6.93%
MSFT	Joint	May 21, 2025	$452.57	Feb 2, 2026	$423.37	-6.45%
MSFT	Joint	May 22, 2025	$454.86	Feb 2, 2026	$423.37	-6.92%
NOW	Joint	Nov 22, 2023	$133.93	Jan 30, 2026	$117.01	-12.63%
NOW	Joint	Nov 29, 2023	$135.79	Jan 30, 2026	$117.01	-13.83%
SNDR	Joint	Jul 26, 2024	$26.38	Jan 26, 2026	$29.92	13.42%
NOW	Joint	Nov 8, 2023	$125.07	Dec 17, 2025	$156.48	25.12%
NOW	Joint	Nov 22, 2023	$133.93	Dec 17, 2025	$156.48	16.83%
LNG	Joint	Apr 22, 2025	$229.80	Dec 12, 2025	$189.36	-17.60%
UBER	Joint	May 15, 2025	$90.16	Dec 11, 2025	$85.44	-5.24%
UTZ	Joint	Oct 16, 2023	$11.89	Dec 8, 2025	$9.63	-19.01%
SE	Joint	May 23, 2025	$164.06	Dec 5, 2025	$133.99	-18.33%
CVLT	Joint	Sep 23, 2025	$191.79	Dec 5, 2025	$120.99	-36.92%
HD	Joint	Apr 21, 2025	$346.90	Nov 19, 2025	$334.50	-3.57%
EW	Joint	Dec 11, 2023	$70.31	Nov 19, 2025	$86.02	22.34%
ICE	Joint	Mar 18, 2024	$134.40	Oct 16, 2025	$153.36	14.11%

All trades

3871 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

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Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
ABG — Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Annual joint · P · $1,001 - $15,000	Jan 24, 2024	Sep 14, 2026
TPH — Morgan Stanley - Select UMA Account # 1 ⇒ Tri Pointe Homes, Inc. Common Stock (TPH) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Annual joint · P · $1,001 - $15,000	Jan 24, 2024	Sep 14, 2026
LOW — Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Annual joint · S (partial) · $1,001 - $15,000	Jan 24, 2024	Sep 14, 2026
MEDP — Morgan Stanley - Select UMA Account # 1 ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Annual joint · S (partial) · $1,001 - $15,000	Jan 24, 2024	Sep 14, 2026
LAD — Morgan Stanley - Select UMA Account # 1 ⇒ Lithia Motors, Inc. Common Stock (LAD) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Annual joint · S · $1,001 - $15,000	Jan 24, 2024	Sep 14, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
AGIO — Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
ABG — Asbury Automotive Group Inc Common Stock (ABG) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
CHRD — Chord Energy Corporation - Common Stock (CHRD) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
LAD — Lithia Motors, Inc. Common Stock (LAD) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · S · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 21 · Ptr joint · S (partial) · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
MEDP — Medpace Holdings, Inc. - Common Stock (MEDP) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · S (partial) · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
TPH — Tri Pointe Homes, Inc. Common Stock (TPH) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 37 · Ptr joint · P · $1,001 - $15,000	Jan 24, 2024	Sep 12, 2026
APD — Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Annual joint · P · $1,001 - $15,000	Jan 18, 2024	Sep 14, 2026
TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Annual joint · P · $1,001 - $15,000	Jan 18, 2024	Sep 14, 2026
MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 33 · Annual joint · S (partial) · $1,001 - $15,000	Jan 18, 2024	Sep 14, 2026
AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 34 · Annual joint · S (partial) · $1,001 - $15,000	Jan 18, 2024	Sep 14, 2026
APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000	Jan 18, 2024	Sep 12, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S (partial) · $1,001 - $15,000	Jan 18, 2024	Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · S (partial) · $1,001 - $15,000	Jan 18, 2024	Sep 12, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Ptr joint · P · $1,001 - $15,000	Jan 18, 2024	Sep 12, 2026
SCHW — Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Annual joint · P · $1,001 - $15,000	Jan 12, 2024	Sep 14, 2026
SCHW — Charles Schwab Corporation (SCHW) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000	Jan 12, 2024	Sep 12, 2026
HSHCY — Morgan Stanley - Select UMA Account # 1 ⇒ HAIER SMART HOME U/ADR (HSHCY) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
PYCR — Morgan Stanley - Select UMA Account # 1 ⇒ Paycor HCM, Inc. - Common Stock (PYCR) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
ALGM — Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
PNGAY — Morgan Stanley - Select UMA Account # 1 ⇒ PING AN INS CO OF CHINA (PNGAY) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
GTLS — Morgan Stanley - Select UMA Account # 1 ⇒ Chart Industries, Inc. (GTLS) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
SHLS — Morgan Stanley - Select UMA Account # 1 ⇒ Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
XNGSY — Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
PTEN — Morgan Stanley - Select UMA Account # 1 ⇒ Patterson-UTI Energy, Inc. - Common Stock (PTEN) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 19 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
ALNY — Morgan Stanley - Select UMA Account # 1 ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 20 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
ON — Morgan Stanley - Select UMA Account # 1 ⇒ ON Semiconductor Corporation - Common Stock (ON) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 21 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
OCFC — Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. - Common Stock (OCFC) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
SSDOY — Morgan Stanley - Select UMA Account # 1 ⇒ Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
HELE — Morgan Stanley - Select UMA Account # 1 ⇒ Helen of Troy Limited - Common Stock (HELE) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
BAP — Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. Common Stock (BAP) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Annual joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
NCLTY — Morgan Stanley - Select UMA Account # 1 ⇒ NITORI HOLDINGS CO U/ADR (NCLTY) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Annual joint · S · $1,001 - $15,000	Jan 11, 2024	Sep 14, 2026
ALGM — Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
ALNY — Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
GTLS — Chart Industries, Inc. (GTLS) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
BAP — Credicorp Ltd. Common Stock (BAP) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
XNGSY — EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
HSHCY — HAIER SMART HOME U/ADR (HSHCY) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
HELE — Helen of Troy Limited - Common Stock (HELE) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
NCLTY — NITORI HOLDINGS CO U/ADR (NCLTY) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Ptr joint · S · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
OCFC — OceanFirst Financial Corp. - Common Stock (OCFC) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
ON — ON Semiconductor Corporation - Common Stock (ON) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
PTEN — Patterson-UTI Energy, Inc. - Common Stock (PTEN) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 28 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026
PYCR — Paycor HCM, Inc. - Common Stock (PYCR) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 29 · Ptr joint · P · $1,001 - $15,000	Jan 11, 2024	Sep 12, 2026

All disclosures

99 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Oct 7, 2026	Josh Gottheimer — PTR filed 2026-10-07 Ptr	Not established	Parsed
Sep 14, 2026	Josh Gottheimer — PTR filed 2026-09-14 Ptr	Not established	Parsed
Aug 10, 2026	Josh Gottheimer — Annual report filed 2026-08-10 Annual	Dec 31, 2025	Needs review
Aug 10, 2026	Josh Gottheimer — PTR filed 2026-08-10 Ptr	Not established	Parsed
Jul 7, 2026	Josh Gottheimer — PTR filed 2026-07-07 Ptr	Not established	Parsed
Jun 3, 2026	Josh Gottheimer — PTR filed 2026-06-03 Ptr	Not established	Parsed
May 19, 2026	Josh Gottheimer — PTR filed 2026-05-19 Ptr	Not established	Parsed
Apr 8, 2026	Josh Gottheimer — PTR filed 2026-04-08 Ptr	Not established	Parsed
Mar 31, 2026	Josh Gottheimer — Financial disclosure (X) filed 2026-03-31 Financial	Not established	Parsed
Mar 16, 2026	Josh Gottheimer — PTR filed 2026-03-16 Ptr	Not established	Parsed
Feb 26, 2026	Josh Gottheimer — PTR filed 2026-02-26 Ptr	Not established	Parsed
Jan 14, 2026	Josh Gottheimer — PTR filed 2026-01-14 Ptr	Not established	Parsed
Dec 29, 2025	Josh Gottheimer — PTR filed 2025-12-29 Ptr	Not established	Parsed
Nov 17, 2025	Josh Gottheimer — PTR filed 2025-11-17 Ptr	Not established	Parsed
Oct 15, 2025	Josh Gottheimer — PTR filed 2025-10-15 Ptr	Not established	Parsed
Sep 5, 2025	Josh Gottheimer — PTR filed 2025-09-05 Ptr	Not established	Parsed
Aug 11, 2025	Josh Gottheimer — Annual report filed 2025-08-11 Annual	Dec 31, 2024	Needs review
Aug 11, 2025	Josh Gottheimer — PTR filed 2025-08-11 Ptr	Not established	Parsed
Jul 16, 2025	Josh Gottheimer — PTR filed 2025-07-16 Ptr	Not established	Parsed
Jun 11, 2025	Josh Gottheimer — PTR filed 2025-06-11 Ptr	Not established	Parsed
May 14, 2025	Josh Gottheimer — PTR filed 2025-05-14 Ptr	Not established	Parsed
Apr 17, 2025	Josh Gottheimer — Financial disclosure (X) filed 2025-04-17 Financial	Not established	Parsed
Apr 10, 2025	Josh Gottheimer — PTR filed 2025-04-10 Ptr	Not established	Parsed
Mar 6, 2025	Josh Gottheimer — PTR filed 2025-03-06 Ptr	Not established	Parsed
Feb 10, 2025	Josh Gottheimer — PTR filed 2025-02-10 Ptr	Not established	Parsed
Jan 14, 2025	Josh Gottheimer — PTR filed 2025-01-14 Ptr	Not established	Parsed
Dec 5, 2024	Josh Gottheimer — PTR filed 2024-12-05 Ptr	Not established	Parsed
Nov 6, 2024	Josh Gottheimer — PTR filed 2024-11-06 Ptr	Not established	Parsed
Oct 3, 2024	Josh Gottheimer — PTR filed 2024-10-03 Ptr	Not established	Parsed
Sep 11, 2024	Josh Gottheimer — PTR filed 2024-09-11 Ptr	Not established	Parsed
Aug 15, 2024	Josh Gottheimer — PTR filed 2024-08-15 Ptr	Not established	Parsed
Aug 13, 2024	Josh Gottheimer — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
Jul 9, 2024	Josh Gottheimer — PTR filed 2024-07-09 Ptr	Not established	Parsed
Jun 8, 2024	Josh Gottheimer — PTR filed 2024-06-08 Ptr	Not established	Parsed
May 15, 2024	Josh Gottheimer — PTR filed 2024-05-15 Ptr	Not established	Parsed
Apr 16, 2024	Josh Gottheimer — Financial disclosure (X) filed 2024-04-16 Financial	Not established	Parsed
Apr 7, 2024	Josh Gottheimer — PTR filed 2024-04-07 Ptr	Not established	Parsed
Mar 7, 2024	Josh Gottheimer — PTR filed 2024-03-07 Ptr	Not established	Parsed
Feb 15, 2024	Josh Gottheimer — PTR filed 2024-02-15 Ptr	Not established	Parsed
Jan 7, 2024	Josh Gottheimer — PTR filed 2024-01-07 Ptr	Not established	Parsed
Dec 8, 2023	Josh Gottheimer — PTR filed 2023-12-08 Ptr	Not established	Parsed
Nov 11, 2023	Josh Gottheimer — PTR filed 2023-11-11 Ptr	Not established	Parsed
Oct 15, 2023	Josh Gottheimer — PTR filed 2023-10-15 Ptr	Not established	Parsed
Sep 16, 2023	Josh Gottheimer — PTR filed 2023-09-16 Ptr	Not established	Parsed
Aug 21, 2023	Josh Gottheimer — PTR filed 2023-08-21 Ptr	Not established	Parsed
Aug 13, 2023	Josh Gottheimer — Annual report filed 2023-08-13 Annual	Dec 31, 2022	Needs review
Jul 11, 2023	Josh Gottheimer — PTR filed 2023-07-11 Ptr	Not established	Parsed
Jun 11, 2023	Josh Gottheimer — PTR filed 2023-06-11 Ptr	Not established	Parsed
May 19, 2023	Josh Gottheimer — PTR filed 2023-05-19 Ptr	Not established	Parsed
May 1, 2023	Josh Gottheimer — Financial disclosure (X) filed 2023-05-01 Financial	Not established	Parsed