Josh Gottheimer

Estimate as of Oct 26, 2026

Democrat · House NJ05

Wikipedia biography ↗Years Elected: About 9.8Rank: #62

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2017 – Nov 3, 2026

Estimated public-equity portfolio performance

1 year

2.88%

Cumulative estimated return

SPY: 13.01%
Outperformance: -10.13 percentage points

2025-10-24 – 2026-10-26

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3512 annual source rows remain unresolved or superseded; excluded from usable transactions.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

52.51%

Cumulative estimated return

SPY: 85.52%
Outperformance: -33.01 percentage points

2023-10-26 – 2026-10-26

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3512 annual source rows remain unresolved or superseded; excluded from usable transactions.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

56.32%

Cumulative estimated return

SPY: 67.86%
Outperformance: -11.54 percentage points

2021-10-26 – 2026-10-26

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3512 annual source rows remain unresolved or superseded; excluded from usable transactions.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 Oct 26, 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
WPP	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
CRCL	Joint	$50,001 - $100,000	Unavailable	Unavailable	$72.08Nov 2, 2026	Unavailable
AKAM	Joint	None	Unavailable	Unavailable	$86.69Nov 2, 2026	Unavailable
ALLY	Joint	$1,001 - $15,000	Unavailable	Unavailable	$38.61Nov 2, 2026	Unavailable
AMZN	Joint	$100,001 - $250,000	Unavailable	Unavailable	$245.63Nov 2, 2026	Unavailable
AAPL	Joint	$500,001 - $1,000,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
T	Joint	$1,001 - $15,000	Unavailable	Unavailable	$21.44Nov 2, 2026	Unavailable
COTY	Joint	None	Unavailable	Unavailable	$3.48Nov 2, 2026	Unavailable
DRI	Joint	$15,001 - $50,000	Unavailable	Unavailable	$222.83Nov 2, 2026	Unavailable
DVMT	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
DLTR	Joint	$15,001 - $50,000	Unavailable	Unavailable	$138.60Nov 2, 2026	Unavailable
LLY	Joint	$50,001 - $100,000	Unavailable	Unavailable	$1410.99Nov 2, 2026	Unavailable
FIS	Joint	None	Unavailable	Unavailable	$40.15Nov 2, 2026	Unavailable
F	Joint	$15,001 - $50,000	Unavailable	Unavailable	$12.60Nov 2, 2026	Unavailable
GS	Joint	$15,001 - $50,000	Unavailable	Unavailable	$898.72Nov 2, 2026	Unavailable
HD	Joint	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
MKTX	Joint	$1,001 - $15,000	Unavailable	Unavailable	$165.48Nov 2, 2026	Unavailable
MLM	Joint	$15,001 - $50,000	Unavailable	Unavailable	$552.22Nov 2, 2026	Unavailable
META	Joint	$250,001 - $500,000	Unavailable	Unavailable	$606.73Nov 2, 2026	Unavailable
MSFT	Joint	$1,000,001 - $5,000,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
PFGC	Joint	$15,001 - $50,000	Unavailable	Unavailable	$100.84Nov 2, 2026	Unavailable
PFE	Joint	None	Unavailable	Unavailable	$30.67Nov 2, 2026	Unavailable
SYF	Joint	$15,001 - $50,000	Unavailable	Unavailable	$76.82Nov 2, 2026	Unavailable
TSCO	Joint	$15,001 - $50,000	Unavailable	Unavailable	$35.31Nov 2, 2026	Unavailable
UAL	Joint	$50,001 - $100,000	Unavailable	Unavailable	$109.24Nov 2, 2026	Unavailable
VLY	Joint	$1,001 - $15,000	Unavailable	Unavailable	$14.45Nov 2, 2026	Unavailable
MSFT	Joint	$5,000,001 - $25,000,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
MMM	Joint	$1,001 - $15,000	Unavailable	Unavailable	$178.36Nov 2, 2026	Unavailable
ABT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$110.16Nov 2, 2026	Unavailable
ABBV	Joint	$1,001 - $15,000	Unavailable	Unavailable	$288.84Nov 2, 2026	Unavailable
AEIS	Joint	$1,001 - $15,000	Unavailable	Unavailable	$217.19Nov 2, 2026	Unavailable
AGIO	Joint	$1,001 - $15,000	Unavailable	Unavailable	$29.95Nov 2, 2026	Unavailable
ADC	Joint	$1,001 - $15,000	Unavailable	Unavailable	$68.48Nov 2, 2026	Unavailable
AAGIY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
APD	Joint	$1,001 - $15,000	Unavailable	Unavailable	$316.03Nov 2, 2026	Unavailable
ALC	Joint	$1,001 - $15,000	Unavailable	Unavailable	$73.63Nov 2, 2026	Unavailable
ALFVY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
BABA	Joint	$1,001 - $15,000	Unavailable	Unavailable	$101.50Nov 2, 2026	Unavailable
ALGM	Joint	$1,001 - $15,000	Unavailable	Unavailable	$32.15Nov 2, 2026	Unavailable
GOOG	Joint	$50,001 - $100,000	Unavailable	Unavailable	$278.04Nov 2, 2026	Unavailable
ABEV	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
ABCB	Joint	$1,001 - $15,000	Unavailable	Unavailable	$84.12Nov 2, 2026	Unavailable
APH	Joint	$1,001 - $15,000	Unavailable	Unavailable	$79.84Nov 2, 2026	Unavailable
APPF	Joint	$1,001 - $15,000	Unavailable	Unavailable	$224.86Nov 2, 2026	Unavailable
AAPL	Joint	$50,001 - $100,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
APP	Joint	$1,001 - $15,000	Unavailable	Unavailable	$228.85Nov 2, 2026	Unavailable
ARQT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$31.26Nov 2, 2026	Unavailable
ANET	Joint	$1,001 - $15,000	Unavailable	Unavailable	$164.14Nov 2, 2026	Unavailable
AORT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$23.58Nov 2, 2026	Unavailable
ABG	Joint	$1,001 - $15,000	Unavailable	Unavailable	$206.67Nov 2, 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 Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST]	joint	3034.653865960420804826013389	1043647.81
Morgan Stanley - Select UMA Account # 1 ⇒ Ameris Bancorp (ABCB) [ST]	joint	107.7218257708361384138952471	8907.52
Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST]	joint	34.40631316389283103255493915	5950.92
Agree Realty Corporation Common Stock (ADC) [ST]	joint	0.6743698259359107861413631	45.45
Analog Devices, Inc. - Common Stock (ADI) [ST]	joint	19.31041973401559218942337863	7877.30
Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST]	joint	38.21225581506424034006782252	8449.88
Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST]	joint	293.9199118295371050698016165	10830.95
Morgan Stanley - Select UMA Account # 1 ⇒ AAR Corp. (AIR) [ST]	joint	177.3946784922394678492239468	17267.60
Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]	joint	303.2789992418498862774829416	9801.98
Advanced Micro Devices, Inc. (AMD) [ST]	joint	72.63141902934230099561490814	38587.62
Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc. (AMZN) [ST]	joint	758.1687028853652196516766311	188852.24
Morgan Stanley - Select UMA Account # 1 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]	joint	61.05853621308097382278867435	10822.01
Morgan Stanley - Select UMA Account # 1 ⇒ Artivion, Inc. (AORT) [ST]	joint	175.4110940583205437404078053	4030.95
Air Products and Chemicals, Inc. Common Stock (APD) [ST]	joint	61.33867185909780791119157912	18752.46
Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST]	joint	118.4031374870504661832174042	8912.20
Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]	joint	11.87334896559912142708735271	3095.86
Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]	joint	34.38856651622609069417580056	7370.16
Morgan Stanley - Select UMA Account # 1 ⇒ Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST]	joint	275.4993112947658402203856749	8763.63
Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]	joint	7.478081244274951862860561195	11896.88
Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. (ATRC) [ST]	joint	202.2371081900910010111223458	12352.64
Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	joint	93.90494076856399884426466339	30910.69
Morgan Stanley - Select UMA Account # 1 ⇒ Avient Corporation (AVNT) [ST]	joint	256.0979513444302176696542894	10571.72
Morgan Stanley - Select UMA Account # 1 ⇒ AutoZone, Inc. (AZO) [ST]	joint	2.358985699542975084770750405	7525.33
Morgan Stanley - Select UMA Account # 1 ⇒ Boeing Company (BA) [ST]	joint	24.55949165029469548133595285	4624.80
Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. Common Stock (BAP) [ST]	joint	27.87630662020905923344947735	10426.30
Morgan Stanley - Select UMA Account # 1 ⇒ Balchem Corporation (BCPC) [ST]	joint	52.16810119979134063641105895	8900.92
Morgan Stanley - Select UMA Account # 1 ⇒ BioCryst Pharmaceuticals, Inc. (BCRX) [ST]	joint	1025.705128205128205128205128	8082.56
Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. (BLK) [ST]	joint	30.36465048489265093334828185	34241.00
Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings, Inc. (BOOT) [ST]	joint	45.33631778772595908653028843	5176.50
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	joint	30.50608692736657586217957316	16734.42
Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST]	joint	51.90411314389516024393408590	6179.70
Morgan Stanley - Select UMA Account # 1 ⇒ Cathay General Bancorp (CATY) [ST]	joint	165.3337466418681545773920231	10700.40
Morgan Stanley - Select UMA Account # 1 ⇒ Chubb Limited Common Stock (CB) [ST]	joint	25.63276944764834038190439575	9144.23
CBIZ, Inc. Common Stock (CBZ) [ST]	joint	282.9031117397454031117397454	15517.24
Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST]	joint	86.30528586839266450916936354	13476.57
Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) [ST]	joint	198.9988978692138133725202057	35284.49
Cummins Inc. Common Stock (CMI) [ST]	joint	14.79792841949505225191898641	7726.44
Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST]	joint	80.93576125442589782498735458	9977.76
Morgan Stanley - Select UMA Account # 1 ⇒ Cohen & Steers Inc (CNS) [ST]	joint	127.4370818732080280344058617	9065.87
Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST]	joint	150.9243538954914167138275797	8420.82
Columbia Banking System, Inc. - Common Stock (COLB) [ST]	joint	0.5111487349859442882698696	15.88
Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST]	joint	945.7818411097099621689785624	75511.22
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]	joint	38.69275039899405136141606616	10130.92
Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. (CSCO) [ST]	joint	421.9200311566921978449954563	46512.46
Morgan Stanley - Select UMA Account # 1 ⇒ CSW Industrials, Inc. Common Stock (CSW) [ST]	joint	27.25615780329097536878683610	8144.69
Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporation (CVX) [ST]	joint	213.2438816350633160553769438	49474.71
Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, Inc. (D) [ST]	joint	554.7107014848950332821300563	36111.67
Morgan Stanley - Select UMA Account # 1 ⇒ Delta Air Lines, Inc. (DAL) [ST]	joint	555.7541039671682626538987688	43993.49
Morgan Stanley - Select UMA Account # 1 ⇒ DoorDash, Inc. - Common Stock (DASH) [ST]	joint	35.32541504768632991875662310	5950.21
Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST]	joint	84.10070429937979606853779039	13752.15
Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]	joint	55.54745539123793654099840311	8138.81
Dollar Tree, Inc. - Common Stock (DLTR) [ST]	joint	186.2326439648244893004625846	23264.18
Darden Restaurants, Inc. Common Stock (DRI) [ST]	joint	9.8078576942769357476362603	2091.53
Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST]	joint	91.26739676020990189368012777	8649.41
Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group Corp. Common Stock (EPAC) [ST]	joint	13.08838912133891213389121339	461.89
Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	joint	25.11852061159775203290320555	9342.08
Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST]	joint	809.8803887366060304011961126	42494.42
Freeport-McMoRan, Inc. Common Stock (FCX) [ST]	joint	116.4556040756914119359534207	7588.25
FedEx Corporation (FdX) [ST]	joint	0.25465364945952702484460161	76.54
Fabrinet Ordinary Shares (FN) [ST]	joint	8.06589562735554251436177395	2623.35
Federal Signal Corporation Common Stock (FSS) [ST]	joint	68.01411204624670577233698886	7763.13
First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST]	joint	704.2693661971830985915492958	7789.22
Morgan Stanley - Select UMA Account # 1 ⇒ Glacier Bancorp, Inc. (GBCI) [ST]	joint	181.6231555051078320090805902	8899.53
GE Vernova Inc. Common Stock (GEV) [ST]	joint	10.84769433107805784171491329	9270.66
Gilead Sciences, Inc. - Common Stock (GILD) [ST]	joint	56.75320990281620202880045400	9006.17
Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]	joint	371.1797624486066697121973504	47414.50
Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - American Depositary Shares (GMAB) [ST]	joint	259.7564935064935064935064935	11607.22
Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST]	joint	91.63326079486885809185660291	7498.35
Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	joint	239.0073295092415551306564691	75093.71
Goldman Sachs Group, Inc. (GS) [ST]	joint	19.00264790578414176529452501	16974.69
Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST]	joint	372.6362366092221704704238472	9494.77
Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]	joint	7.928744859025816361924582528	10764.06
Morgan Stanley - Select UMA Account # 1 ⇒ Halozyme Therapeutics, Inc. (HALO) [ST]	joint	118.8781575037147102526002972	15217.59
Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST]	joint	45.92973190194615075492278546	6026.44
Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST]	joint	791.3452027695351137487636004	8071.72
Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST]	joint	173.2459939367691641403204851	8054.21
Morgan Stanley - Select UMA Account # 1 ⇒ HealthEquity, Inc. (HQY) [ST]	joint	87.33216897718589673616417422	9060.71
Intercontinental Exchange Inc. Common Stock (ICE) [ST]	joint	45.69103369503141062250142776	7312.85
Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST]	joint	56.07696081867246092381019135	9306.53
Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) [ST]	joint	63.21507585335018963337547408	8863.39
Morgan Stanley - Select UMA Account # 1 ⇒ Independent Bank Corp. (INDB) [ST]	joint	109.4759168035030103995621237	9163.13
Intapp, Inc. - Common Stock (INTA) [ST]	joint	378.9909995262908574135480815	17869.43
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	6379.80
Morgan Stanley - Select UMA Account # 1 ⇒ ITT Inc. (ITT) [ST]	joint	46.10973430926171402224655639	8797.28
Morgan Stanley - Select UMA Account # 1 ⇒ Linde plc Ordinary Share (LIN) [ST]	joint	18.76333872745608480499073618	9523.52
Lumentum Holdings Inc. - Common Stock (LITE) [ST]	joint	8.449149857429506811701341219	6912.25
Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company (LLY) [ST]	joint	100.0307068150519224327241598	127953.28
Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST]	joint	48.10594672599362636041128014	7731.11
Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST]	joint	134.7673743572731796317797313	26713.59
Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation (LRCX) [ST]	joint	46.73735249445028624839350391	11100.12
Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST]	joint	56.93052830717488789237668161	34926.88
Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation (MCK) [ST]	joint	9.753257994124029306708603055	9683.72
Morgan Stanley - Select UMA Account # 1 ⇒ Medpace Holdings, Inc. (MEDP) [ST]	joint	14.24463633935725095700169144	9640.34
Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. (MELI) [ST]	joint	3.971930138115238350560503609	6628.04
Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	joint	617.3415746337620627490190731	389270.90
Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation (MFC) [ST]	joint	220.5209481808158765159867696	9846.26
Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST]	joint	365.4865235267245317496573778	9670.77
Martin Marietta Materials, Inc. Common Stock (MLM) [ST]	joint	0.23699004372129444486680916	119.42
Monster Beverage Corporation - Common Stock (MNST) [ST]	joint	361.4124505991337064086755825	16783.99
Merck & Company, Inc. Common Stock (MRK) [ST]	joint	67.61176371165384940420856926	9506.89
Microsoft Corporation - Common Stock (MSFT) [ST]	joint	37355.49076708249594017245192	19895534.38
Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST]	joint	188.5131950989632422243166824	11327.76
Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology Solutions Holdings, Inc. (MTSI) [ST]	joint	46.71006539000467071461933676	11377.64
Morgan Stanley - Select UMA Account # 1 ⇒ Minerals Technologies Inc. (MTX) [ST]	joint	131.2633305988515176374077112	8182.96
Micron Technology, Inc. - Common Stock (MU) [ST]	joint	10.49796614617504264532213620	9487.01
Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]	joint	346.6350255972696245733788396	22149.98
Morgan Stanley - Select UMA Account # 1 ⇒ National Health Investors, Inc. (NHI) [ST]	joint	104.7597224040853738378944612	7067.09
Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]	joint	56.99742200242016099331825117	32226.91
Morgan Stanley - Select UMA Account # 1 ⇒ Novanta Inc. - Common Shares (NOVT) [ST]	joint	67.23674258341037061937977981	9683.44
Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation (NSC) [ST]	joint	112.5675394846217788861180382	37596.43
Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. - Common Stock (NTRA) [ST]	joint	34.92295604347636300144048191	14140.30
Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation (NVDA) [ST]	joint	402.1474530831099195710455764	86863.85
Morgan Stanley - Select UMA Account # 1 ⇒ NorthWestern Corporation (NWE) [ST]	joint	123.9618841028819336845367214	9724.81
Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST]	joint	445.7103064066852367688022284	7345.31
Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation (ORCL) [ST]	joint	41.04714996665127494741162588	5174.40
Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM) [ST]	joint	233.9327485380116959064327485	6433.15
Palo Alto Networks, Inc. (PANW) [ST]	joint	56.18683252058309753508379852	21938.71
Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) [ST]	joint	73.78493036982384948814903624	5198.89
Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. (PAYX) [ST]	joint	289.7174184346585844178998039	33520.31
Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) [ST]	joint	142.7213244335148427893904795	32718.86
Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services Corporation (PRIM) [ST]	joint	64.44739809892057354599645561	4286.40
Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST]	joint	462.4566473988439306358381503	5799.21
Morgan Stanley - Select UMA Account # 1 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST]	joint	18.96077734328711932693447091	10692.55
Restaurant Brands International Inc. Common Shares (QSR) [ST]	joint	109.7161272627537026878771256	8171.66
Morgan Stanley - Select UMA Account # 1 ⇒ Ryman Hospitality Properties, Inc. (RHP) [ST]	joint	84.55400549566687803846966815	11183.96
Republic Services, Inc. Common Stock (RSG) [ST]	joint	38.17214561763442912352688582	9211.32
Morgan Stanley - Select UMA Account # 1 ⇒ RTX Corporation Common Stock (RTX) [ST]	joint	43.62322791712104689203925845	8614.72
Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST]	joint	265.0049685326266975819807883	5832.76
SailPoint Technologies Holdings, Inc. (SAIL) [ST]	joint	525.6570302233902759526938239	11433.04
boston beer Company, Inc. (SAM) [ST]	joint	3.73611815591212827805626989	752.75
Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP) [ST]	joint	32.93606685603721542958297312	7856.90
Morgan Stanley - Select UMA Account # 1 ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST]	joint	254.6308084022915340547422024	8570.87
Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation (SBUX) [ST]	joint	385.9458496615603847524047025	39632.78
Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]	joint	325.2977679911920728655790211	29188.97
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST]	joint	89.72187955590445217001233599	6640.32
Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial Corporation (SF) [ST]	joint	56.06255255535829765893848562	3729.28
Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	joint	49.70180779027147915760700752	8358.85
Morgan Stanley - Select UMA Account # 1 ⇒ Champion Homes, Inc. Common Stock (SKY) [ST]	joint	94.68047337278106508875739645	7503.43
Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST]	joint	61.21270084162203519510328998	13543.31
Morgan Stanley - Select UMA Account # 1 ⇒ Schlumberger N.V. (SLB) [ST]	joint	12.45024875621890547263681592	660.86
Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST]	joint	198.1793410948724300222937825	7734.94
Sandisk Corporation - Common Stock When-Issued (SNDK) [ST]	joint	5.970700617928893399802979193	7496.69
Schneider National, Inc. Common Stock (SNDR) [ST]	joint	34.1678764933653960504806384	1035.63
Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. Common Stock (SNOW) [ST]	joint	36.47200948212983223924142961	12216.30
Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SNPS) [ST]	joint	17.03248743932555565017457209	7738.37
Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	joint	312.51953125	8134.88
Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]	joint	13.77710044600575157996245975	7885.46
Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST]	joint	39.99050284914525642307307808	6470.06
Morgan Stanley - Select UMA Account # 1 ⇒ Stag Industrial, Inc. (STAG) [ST]	joint	217.6414581066376496191512514	7900.38
Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL) [ST]	joint	26.12578780655063187800019593	9424.09
Morgan Stanley - Select UMA Account # 1 ⇒ Supernus Pharmaceuticals, Inc. (SUPN) [ST]	joint	160.9758551307847082494969819	6562.99
AT&T Inc. (T) [ST]	joint	24.0000983942537755795061568	500.40
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST]	joint	88.36425889109785730064060084	8978.69
Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST]	joint	6.016092040455690491408805504	6796.38
Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST]	joint	35.16548723133049096743000308	7520.49
Morgan Stanley - Select UMA Account # 1 ⇒ Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST]	joint	363.9899909008189262966333030	6879.41
Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. (TSLA) [ST]	joint	72.26830027572711909632660322	28301.71
Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	joint	106.9482378492217578729145414	45385.62
Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies plc (TT) [ST]	joint	20.55626927029804727646454265	9353.72
Twilio Inc. Class A Common Stock (TWLO) [ST]	joint	42.18115674592713660568355565	11121.06
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated (TXN) [ST]	joint	187.3335638941725747881722289	55847.88
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Roadhouse, Inc. (TXRH) [ST]	joint	48.19578313253012048192771084	7991.82
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST]	joint	59.94011976047904191616766467	267.33
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST]	joint	56.93970420932878270762229807	261.92
Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) [ST]	joint	670.7252727597925236988016455	67535.33
Morgan Stanley - Select UMA Account # 1 ⇒ United Bankshares, Inc. (UBSI) [ST]	joint	12.94619762027935851008794620	633.33
Morgan Stanley - Select UMA Account # 1 ⇒ UFP Industries, Inc. - Common Stock (UFPI) [ST]	joint	87.86930258099945085118066996	7111.26
Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST]	joint	69.54537552155771905424200278	9337.16
UnitedHealth Group Incorporated Common Stock (UNH) [ST]	joint	29.79147272388754421895363992	12235.36
Morgan Stanley - Select UMA Account # 1 ⇒ Veracyte, Inc. (VCYT) [ST]	joint	190.0356294536817102137767221	9159.72
Morgan Stanley - Select UMA Account # 1 ⇒ Viavi Solutions Inc. (VIAV) [ST]	joint	448.9618406285072951739618406	14312.90
Valley National Bancorp (VLY) [ST]	joint	81.1629943137761695528560351	1140.34
Wells Fargo & Company (WFC) [ST]	joint	263.7965138618542453658096926	21802.78
Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST]	joint	71.81132752894713221434341621	8638.18
Exxon Mobil Corporation Common Stock (XOM) [ST]	joint	112.0146830659219592473603840	20671.19
Wealthfront ⇒ Apple Inc. (AAPL) [ST]	not_reported	29.42875009195909659383506216	10120.84
Wealthfront ⇒ Bank of America Corporation (BAC) [ST]	not_reported	145.4636363636363636363636364	7348.82
Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	not_reported	9.277663102720504673330704826	9325.54
Wealthfront ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	not_reported	103.8621316370245358951058029	11449.76
Wealthfront ⇒ Alphabet Inc. - Class A (GOOGL) [ST]	not_reported	25.56070287539936102236421725	8097.63
Wealthfront ⇒ JP Morgan Chase & Co. (JPM) [ST]	not_reported	24.82930916764943206504872447	8293.98
Wealthfront ⇒ Meta Platforms, Inc. - Class A (META) [ST]	not_reported	12.12031692647972246208850308	7642.59
Wealthfront ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	not_reported	42.89812332439678284182305630	9265.99
Wealthfront ⇒ Visa Inc. (V) [ST]	not_reported	22.81229505859542071797211371	9219.82
WPP plc American Depositary Shares (WPP) [ST]	not_reported	1447.039180765805877114870882	38013.72

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
TSLA	Joint	Nov 12, 2024	$328.49	Mar 19, 2025	$235.86	-28.20%
TSLA	Joint	Nov 14, 2024	$311.18	Mar 19, 2025	$235.86	-24.20%
TSLA	Joint	Nov 20, 2024	$342.03	Mar 19, 2025	$235.86	-31.04%
TNDM	Joint	Aug 5, 2024	$40.79	Mar 19, 2025	$20.62	-49.45%
SHOP	Joint	Jun 26, 2023	$63.25	Mar 19, 2025	$101.54	60.54%
SHOP	Joint	Nov 13, 2024	$115.09	Mar 19, 2025	$101.54	-11.77%
SHOP	Joint	Feb 3, 2025	$114.39	Mar 19, 2025	$101.54	-11.23%
NOW	Joint	Nov 8, 2023	$125.07	Mar 19, 2025	$168.82	34.99%
DHI	Joint	Jul 19, 2024	$173.84	Mar 19, 2025	$130.38	-25.00%
DHI	Joint	Jul 31, 2024	$179.63	Mar 19, 2025	$130.38	-27.42%
CHRD	Joint	Feb 13, 2024	$155.76	Mar 19, 2025	$111.12	-28.66%
CHRD	Joint	Oct 17, 2024	$130.58	Mar 19, 2025	$111.12	-14.90%
AVGO	Joint	Sep 22, 2023	$82.91	Mar 19, 2025	$195.57	135.89%
AVGO	Joint	Jun 28, 2024	$160.55	Mar 19, 2025	$195.57	21.81%
LLY	Joint	Nov 13, 2023	$611.58	Mar 10, 2025	$829.76	35.67%
LLY	Joint	Nov 16, 2023	$588.75	Mar 10, 2025	$829.76	40.94%
JNJ	Joint	Nov 22, 2024	$155.17	Mar 7, 2025	$166.69	7.42%
APD	Joint	Jan 18, 2024	$260.03	Mar 7, 2025	$316.41	21.68%
MA	Joint	Sep 7, 2023	$414.62	Mar 6, 2025	$549.82	32.61%
MA	Joint	Sep 22, 2023	$402.22	Mar 6, 2025	$549.82	36.70%
AAPL	Joint	Oct 2, 2024	$226.78	Mar 6, 2025	$235.33	3.77%
ABT	Joint	Jul 29, 2024	$104.77	Mar 6, 2025	$135.08	28.93%
AAPL	Joint	Sep 12, 2024	$222.77	Mar 5, 2025	$235.74	5.82%
AAPL	Joint	Oct 2, 2024	$226.78	Mar 5, 2025	$235.74	3.95%
GS	Joint	Aug 1, 2024	$500.12	Feb 28, 2025	$622.29	24.43%
KKR	Joint	May 10, 2024	$103.13	Feb 27, 2025	$132.20	28.19%
KKR	Joint	Nov 19, 2024	$152.78	Feb 27, 2025	$132.20	-13.47%
XYZ	Joint	Dec 30, 2024	$87.48	Feb 27, 2025	$64.28	-26.52%
XYZ	Joint	Feb 3, 2025	$90.20	Feb 27, 2025	$64.28	-28.74%
BX	Joint	Sep 20, 2024	$158.12	Feb 27, 2025	$157.39	-0.46%
BX	Joint	Oct 24, 2024	$169.66	Feb 27, 2025	$157.39	-7.23%
KKR	Joint	Feb 8, 2024	$96.55	Feb 26, 2025	$132.68	37.42%
KKR	Joint	May 10, 2024	$103.13	Feb 26, 2025	$132.68	28.65%
BX	Joint	Sep 20, 2024	$158.12	Feb 26, 2025	$159.46	0.85%
HD	Joint	Oct 3, 2024	$411.58	Feb 24, 2025	$382.42	-7.08%
AAPL	Joint	Aug 1, 2024	$218.36	Feb 24, 2025	$247.10	13.16%
AAPL	Joint	Sep 12, 2024	$222.77	Feb 24, 2025	$247.10	10.92%
SPOT	Joint	Jul 13, 2023	$171.10	Feb 21, 2025	$607.38	254.99%
BRK.B	Joint	Aug 30, 2024	$475.92	Feb 21, 2025	$478.74	0.59%
AAPL	Joint	Jun 28, 2024	$210.62	Feb 21, 2025	$245.55	16.58%
AAPL	Joint	Aug 1, 2024	$218.36	Feb 21, 2025	$245.55	12.45%
LLY	Joint	Oct 11, 2023	$605.28	Feb 19, 2025	$867.05	43.25%
LLY	Joint	Nov 13, 2023	$611.58	Feb 19, 2025	$867.05	41.77%
TSLA	Joint	Nov 11, 2024	$350.00	Feb 14, 2025	$355.84	1.67%
TSLA	Joint	Nov 12, 2024	$328.49	Feb 14, 2025	$355.84	8.33%
MSFT	Joint	Aug 12, 2024	$406.81	Feb 14, 2025	$408.43	0.40%
TSLA	Joint	Nov 11, 2024	$350.00	Feb 13, 2025	$355.94	1.70%
PYPL	Joint	Oct 24, 2024	$81.39	Feb 13, 2025	$76.59	-5.90%
DHI	Joint	Mar 14, 2024	$150.32	Feb 13, 2025	$129.34	-13.96%
DHI	Joint	Jul 19, 2024	$173.84	Feb 13, 2025	$129.34	-25.60%

All trades

3875 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.

Transaction type:

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Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
BX — Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 537 · Annual joint · P · $1,001 - $15,000	Oct 24, 2024	Sep 14, 2026
PYPL — Morgan Stanley - Select UMA Account # 1 ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 538 · Annual joint · P · $1,001 - $15,000	Oct 24, 2024	Sep 14, 2026
TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 561 · Annual joint · S (partial) · $1,001 - $15,000	Oct 24, 2024	Sep 14, 2026
BX — Blackstone Inc. Common Stock (BX) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000	Oct 24, 2024	Sep 11, 2026
PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 34 · Ptr joint · P · $1,001 - $15,000	Oct 24, 2024	Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 39 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 24, 2024	Sep 11, 2026
REGN — Morgan Stanley - Select UMA Account # 1 ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 562 · Annual joint · S (partial) · $1,001 - $15,000	Oct 23, 2024	Sep 14, 2026
REGN — Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 23, 2024	Sep 11, 2026
LRCX — Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 563 · Annual joint · S (partial) · $1,001 - $15,000	Oct 22, 2024	Sep 14, 2026
LRCX — Lam Research Corporation - Common Stock (LRCX) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 22, 2024	Sep 11, 2026
NFLX — Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 564 · Annual joint · S (partial) · $1,001 - $15,000	Oct 18, 2024	Sep 14, 2026
NFLX — Netflix, Inc. - Common Stock (NFLX) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 18, 2024	Sep 11, 2026
CHRD — Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 539 · Annual joint · P · $1,001 - $15,000	Oct 17, 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 540 · Annual joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
VRT — Morgan Stanley - Select UMA Account # 1 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 541 · Annual joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
GOOG — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 542 · Annual joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
BRK.B — Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 543 · Annual joint · P · $1,001 - $15,000	Oct 17, 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 544 · Annual joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
USPH — Morgan Stanley - Select UMA Account # 1 ⇒ U.S. Physical Therapy, Inc. Common Stock (USPH) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 545 · Annual joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
PPBI — Morgan Stanley - Select UMA Account # 1 ⇒ Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 546 · Annual joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
LRCX — Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 565 · Annual joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
KKR — Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 566 · Annual joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
MDB — Morgan Stanley - Select UMA Account # 1 ⇒ MongoDB, Inc. - Class A Common Stock (MDB) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 567 · Annual joint · S · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
META — Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 568 · Annual joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
TDG — Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 569 · Annual joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
BKNG — Morgan Stanley - Select UMA Account # 1 ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 570 · Annual joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
NVDA — Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 571 · Annual joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 14, 2026
ALGM — Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
BKNG — Booking Holdings Inc. - Common Stock (BKNG) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
CHRD — Chord Energy Corporation - Common Stock (CHRD) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 11, 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	Oct 17, 2024	Sep 11, 2026
KKR — KKR & Co. Inc. Common Stock (KKR) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
LRCX — Lam Research Corporation - Common Stock (LRCX) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 27 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
MDB — MongoDB, Inc. - Class A Common Stock (MDB) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Ptr joint · S · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
PPBI — Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 33 · Ptr joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
TDG — Transdigm Group Incorporated Common Stock (TDG) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
USPH — U.S. Physical Therapy, Inc. Common Stock (USPH) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 48 · Ptr joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Ptr joint · P · $1,001 - $15,000	Oct 17, 2024	Sep 11, 2026
BABA — Morgan Stanley - Select UMA Account # 1 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 547 · Annual joint · P · $1,001 - $15,000	Oct 16, 2024	Sep 14, 2026
LLY — Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 572 · Annual joint · S (partial) · $1,001 - $15,000	Oct 16, 2024	Sep 14, 2026
BABA — Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000	Oct 16, 2024	Sep 11, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 16, 2024	Sep 11, 2026
MFC — Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation Common Stock (MFC) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 548 · Annual joint · P · $1,001 - $15,000	Oct 15, 2024	Sep 14, 2026
MFC — Manulife Financial Corporation Common Stock (MFC) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Ptr joint · P · $1,001 - $15,000	Oct 15, 2024	Sep 11, 2026
TSLA — Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 573 · Annual joint · S (partial) · $1,001 - $15,000	Oct 14, 2024	Sep 14, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 45 · Ptr joint · S (partial) · $1,001 - $15,000	Oct 14, 2024	Sep 11, 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