Elected Trades

All politicians

Josh Gottheimer

Updated Sep 14, 2026

Democrat · House NJ05

Wikipedia biography ↗Years Elected: About 9.7Rank: #56

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

-0.37%

Cumulative estimated return

SPY: 14.60%
Outperformance: -14.97 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 430 rows without a saved price.
  • 643 sales exceeding observed holdings (unmatched amount omitted).

3 years

43.02%

Cumulative estimated return

SPY: 70.83%
Outperformance: -27.81 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 430 rows without a saved price.
  • 643 sales exceeding observed holdings (unmatched amount omitted).

5 years

50.94%

Cumulative estimated return

SPY: 69.11%
Outperformance: -18.17 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 430 rows without a saved price.
  • 643 sales exceeding observed holdings (unmatched amount omitted).

As of Sep 15, 2026. 2738 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.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
ETNJoint$1,001 - $15,000UnavailableUnavailable$397.80Sep 16, 2026Unavailable
EWJointNoneUnavailableUnavailable$89.28Sep 16, 2026Unavailable
XNGSYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LLYJoint$15,001 - $50,000UnavailableUnavailable$1137.82Sep 16, 2026Unavailable
DAVAJointNoneUnavailableUnavailableUnavailableUnavailable
EPACJoint$1 - $1,000UnavailableUnavailable$35.84Sep 16, 2026Unavailable
EPOAYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
FICOJoint$1,001 - $15,000UnavailableUnavailable$991.35Sep 16, 2026Unavailable
FASTJoint$15,001 - $50,000UnavailableUnavailable$49.03Sep 16, 2026Unavailable
FISJointNoneUnavailableUnavailable$36.85Sep 16, 2026Unavailable
FWRGJoint$1,001 - $15,000UnavailableUnavailable$10.43Sep 16, 2026Unavailable
FIJointNoneUnavailableUnavailableUnavailableUnavailable
FLYWJointNoneUnavailableUnavailableUnavailableUnavailable
FMXJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GTESJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GMABJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GBCIJoint$1,001 - $15,000UnavailableUnavailable$44.94Sep 16, 2026Unavailable
GMEDJoint$1,001 - $15,000UnavailableUnavailable$75.26Sep 16, 2026Unavailable
GSJoint$1,001 - $15,000UnavailableUnavailable$937.98Sep 16, 2026Unavailable
LOPEJoint$1,001 - $15,000UnavailableUnavailable$153.87Sep 16, 2026Unavailable
GBOOYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HSHCYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HLNJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HALOJoint$1,001 - $15,000UnavailableUnavailable$108.44Sep 16, 2026Unavailable
HDBJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HQYJoint$1,001 - $15,000UnavailableUnavailable$96.00Sep 16, 2026Unavailable
HDJointNoneUnavailableUnavailableUnavailableUnavailable
HMNJoint$1,001 - $15,000UnavailableUnavailable$49.37Sep 16, 2026Unavailable
HLIJoint$1,001 - $15,000UnavailableUnavailable$130.34Sep 16, 2026Unavailable
HUBSJointNoneUnavailableUnavailable$236.46Sep 16, 2026Unavailable
ICFIJointNoneUnavailableUnavailable$87.46Sep 16, 2026Unavailable
ICUIJoint$1,001 - $15,000UnavailableUnavailable$155.62Sep 16, 2026Unavailable
IDAJoint$1,001 - $15,000UnavailableUnavailable$132.69Sep 16, 2026Unavailable
IRTJoint$1,001 - $15,000UnavailableUnavailable$14.94Sep 16, 2026Unavailable
INDBJoint$1,001 - $15,000UnavailableUnavailable$82.48Sep 16, 2026Unavailable
IFNNYJointNoneUnavailableUnavailableUnavailableUnavailable
INSMJoint$1,001 - $15,000UnavailableUnavailable$122.58Sep 16, 2026Unavailable
INTAJoint$1,001 - $15,000UnavailableUnavailable$37.00Sep 16, 2026Unavailable
ICEJointNoneUnavailableUnavailable$154.10Sep 16, 2026Unavailable
IBMJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ITCIJointNoneUnavailableUnavailableUnavailableUnavailable
INTUJoint$1,001 - $15,000UnavailableUnavailable$318.13Sep 16, 2026Unavailable
ISRGJoint$1,001 - $15,000UnavailableUnavailable$382.29Sep 16, 2026Unavailable
ITTJoint$1,001 - $15,000UnavailableUnavailable$194.50Sep 16, 2026Unavailable
JNJJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
KKRJointNoneUnavailableUnavailable$96.84Sep 16, 2026Unavailable
KMTUYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
AIQUYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LRLCYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LZBJoint$1,001 - $15,000UnavailableUnavailable$30.18Sep 16, 2026Unavailable

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 Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST]joint34.406313163892831032554939157058.46
Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST]joint118.40313748705046618321740429194.00
Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]joint11.873348965599121427087352713935.54
Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]joint34.388566516226090694175800567770.10
Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]joint7.47808124427495186286056119511901.22
Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST]joint343.22179322179322179322179329895.08
Morgan Stanley - Select UMA Account # 1 ⇒ BioMarin Pharmaceutical Inc. (BMRN) [ST]joint91.236172881742501995666552635880.17
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]joint30.5060869273665758621795731615764.33
Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST]joint80.935761254425897824987354589855.55
Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST]joint150.92435389549141671382757978418.56
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]joint38.692750398994051361416066169382.61
Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST]joint84.1007042993797960685377903913987.63
Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]joint55.547455391237936540998403117787.75
Morgan Stanley - Select UMA Account # 1 ⇒ Emergent Biosolutions, Inc. (EBS) [ST]joint89.29129464285714285714285714567.89
Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST]joint809.880388736606030401196112640016.19
Federal Signal Corporation Common Stock (FSS) [ST]joint68.014112046246705772336988867691.04
Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]joint371.179762448606669712197350453290.28
Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST]joint91.633260794868858091856602916844.09
Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]joint239.007329509241555130656469181604.27
Goldman Sachs Group, Inc. (GS) [ST]joint19.0026479057841417652945250118559.32
Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST]joint372.63623660922217047042384729502.22
Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]joint7.92874485902581636192458252810065.78
Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST]joint45.929731901946150754922785466142.18
Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST]joint791.34520276953511374876360047312.03
Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST]joint173.24599393676916414032048518515.04
Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST]joint56.076960818672460923810191358741.28
Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) [ST]joint63.215075853350189633375474088387.38
Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST]joint48.105946725993626360411280147380.90
Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST]joint134.767374357273179631779731326227.08
Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST]joint26.177076857638320845466740836617.04
Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST]joint365.486523526724531749657377810434.64
Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST]joint188.513195098963242224316682411908.38
Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]joint56.9974220024201609933182511730279.88
Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST]joint445.71030640668523676880222848290.21
Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) [ST]joint73.784930369823849488149036245223.97
Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST]joint462.45664739884393063583815036201.54
Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO) [ST]joint99.968761714357116081469448969722.96
Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST]joint265.00496853262669758198078835488.25
boston beer Company, Inc. (SAM) [ST]joint3.73611815591212827805626989639.88
Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]joint325.297767991192072865579021135063.85
Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]joint49.701807790271479157607007526454.28
Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST]joint61.2127008416220351951032899813464.96
Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST]joint198.17934109487243002229378257610.09
Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]joint312.519531257475.47
Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]joint13.777100446005751579962459757691.20
Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST]joint39.990502849145256423073078087130.71
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST]joint88.364258891097857300640600848639.37
Twilio Inc. Class A Common Stock (TWLO) [ST]joint42.1811567459271366056835556510214.59
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST]joint59.94011976047904191616766467288.31
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST]joint56.93970420932878270762229807282.42
Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) [ST]joint670.725272759792523698801645571713.95
Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST]joint69.545375521557719054242002789559.71
Valley National Bancorp (VLY) [ST]joint81.16299431377616955285603511120.05
Exxon Mobil Corporation Common Stock (XOM) [ST]joint112.014683065921959247360384018966.33
Wealthfront ⇒ Bank of America Corporation (BAC) [ST]not_reported145.46363636363636363636363648658.00
Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]not_reported9.2776631027205046733307048268362.42

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. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

3971 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
NOW — Morgan Stanley - Select UMA Account # 1 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 552 · Annual
joint · P · $1,001 - $15,000

Oct 4, 2024Sep 14, 2026
TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 574 · Annual
joint · S (partial) · $1,001 - $15,000

Oct 4, 2024Sep 14, 2026
MFC — Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation Common Stock (MFC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 575 · Annual
joint · S (partial) · $1,001 - $15,000

Oct 4, 2024Sep 14, 2026
MFC — Manulife Financial Corporation Common Stock (MFC) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Ptr
joint · S (partial) · $1,001 - $15,000

Oct 4, 2024Sep 11, 2026
NOW — ServiceNow, Inc. Common Stock (NOW) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Ptr
joint · P · $1,001 - $15,000

Oct 4, 2024Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 40 · Ptr
joint · S (partial) · $1,001 - $15,000

Oct 4, 2024Sep 11, 2026
TEL — TE Connectivity plc Ordinary Shares (TEL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 41 · Ptr
joint · P · $1,001 - $15,000

Oct 4, 2024Sep 11, 2026
HD — Morgan Stanley - Select UMA Account # 1 ⇒ Home Depot, Inc. (HD) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 553 · Annual
joint · P · $1,001 - $15,000

Oct 3, 2024Sep 14, 2026
TEL — Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 554 · Annual
joint · P · $1,001 - $15,000

Oct 3, 2024Sep 14, 2026
MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 576 · Annual
joint · S (partial) · $1,001 - $15,000

Oct 3, 2024Sep 14, 2026
AVGO — Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 577 · Annual
joint · S (partial) · $1,001 - $15,000

Oct 3, 2024Sep 14, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
joint · S (partial) · $1,001 - $15,000

Oct 3, 2024Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Ptr
joint · P · $1,001 - $15,000

Oct 3, 2024Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 28 · Ptr
joint · S (partial) · $1,001 - $15,000

Oct 3, 2024Sep 11, 2026
TEL — TE Connectivity plc Ordinary Shares (TEL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 42 · Ptr
joint · P · $1,001 - $15,000

Oct 3, 2024Sep 11, 2026
AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 555 · Annual
joint · P · $15,001 - $50,000

Oct 2, 2024Sep 14, 2026
MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 578 · Annual
joint · S (partial) · $15,001 - $50,000

Oct 2, 2024Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 6 · Ptr
joint · P · $15,001 - $50,000

Oct 2, 2024Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 29 · Ptr
joint · S (partial) · $15,001 - $50,000

Oct 2, 2024Sep 11, 2026
TT — Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies plc (TT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 380 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 27, 2024Sep 14, 2026
APH — Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation Common Stock (APH) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 381 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 27, 2024Sep 14, 2026
APH — Amphenol Corporation Common Stock (APH) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 27, 2024Sep 11, 2026
TT — Trane Technologies plc (TT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 50 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 27, 2024Sep 11, 2026
PYPL — Morgan Stanley - Select UMA Account # 1 ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 512 · Annual
joint · P · $1,001 - $15,000

Sep 26, 2024Sep 14, 2026
PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 40 · Ptr
joint · P · $1,001 - $15,000

Sep 26, 2024Sep 11, 2026
BOOT — Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings, Inc. Common Stock (BOOT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 382 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 14, 2026
META — Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 383 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 14, 2026
ICFI — Morgan Stanley - Select UMA Account # 1 ⇒ ICF International, Inc. - Common Stock (ICFI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 384 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 14, 2026
CNS — Morgan Stanley - Select UMA Account # 1 ⇒ Cohen & Steers Inc Common Stock (CNS) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 385 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 14, 2026
ALG — Morgan Stanley - Select UMA Account # 1 ⇒ Alamo Group, Inc. Common Stock (ALG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 386 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 14, 2026
CRNX — Morgan Stanley - Select UMA Account # 1 ⇒ Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 513 · Annual
joint · P · $1,001 - $15,000

Sep 25, 2024Sep 14, 2026
ALG — Alamo Group, Inc. Common Stock (ALG) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 11, 2026
BOOT — Boot Barn Holdings, Inc. Common Stock (BOOT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 11, 2026
CNS — Cohen & Steers Inc Common Stock (CNS) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 11, 2026
CRNX — Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
joint · P · $1,001 - $15,000

Sep 25, 2024Sep 11, 2026
ICFI — ICF International, Inc. - Common Stock (ICFI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 25, 2024Sep 11, 2026
FCX — Morgan Stanley - Select UMA Account # 1 ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 387 · Annual
joint · S · $1,001 - $15,000

Sep 24, 2024Sep 14, 2026
SNPS — Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 486 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 24, 2024Sep 14, 2026
HDB — Morgan Stanley - Select UMA Account # 1 ⇒ HDFC Bank Limited Common Stock (HDB) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 514 · Annual
joint · P · $1,001 - $15,000

Sep 24, 2024Sep 14, 2026
FCX — Freeport-McMoRan, Inc. Common Stock (FCX) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Ptr
joint · S · $1,001 - $15,000

Sep 24, 2024Sep 11, 2026
HDB — HDFC Bank Limited Common Stock (HDB) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 22 · Ptr
joint · P · $1,001 - $15,000

Sep 24, 2024Sep 11, 2026
SNPS — Synopsys, Inc. - Common Stock (SNPS) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 45 · Ptr
joint · S (partial) · $1,001 - $15,000

Sep 24, 2024Sep 11, 2026
LRCX — Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 487 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 23, 2024Sep 14, 2026
ASML — Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 488 · Annual
joint · S · $1,001 - $15,000

Sep 23, 2024Sep 14, 2026
IBN — Morgan Stanley - Select UMA Account # 1 ⇒ ICICI Bank Limited Common Stock (IBN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 489 · Annual
joint · S · $1,001 - $15,000

Sep 23, 2024Sep 14, 2026
TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 490 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 23, 2024Sep 14, 2026
IBM — Morgan Stanley - Select UMA Account # 1 ⇒ International Business Machines Corporation Common Stock (IBM) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 515 · Annual
joint · P · $1,001 - $15,000

Sep 23, 2024Sep 14, 2026
HDB — Morgan Stanley - Select UMA Account # 1 ⇒ HDFC Bank Limited Common Stock (HDB) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 516 · Annual
joint · P · $1,001 - $15,000

Sep 23, 2024Sep 14, 2026
NOW — Morgan Stanley - Select UMA Account # 1 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 517 · Annual
joint · P · $1,001 - $15,000

Sep 23, 2024Sep 14, 2026

All disclosures

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

FiledReportHoldings dateAvailability
Aug 10, 2026Josh Gottheimer — Annual report filed 2026-08-10
Annual		Dec 31, 2025Needs review
Aug 10, 2026Josh Gottheimer — PTR filed 2026-08-10
Ptr		Not establishedParsed
Jul 7, 2026Josh Gottheimer — PTR filed 2026-07-07
Ptr		Not establishedParsed
Jun 3, 2026Josh Gottheimer — PTR filed 2026-06-03
Ptr		Not establishedParsed
May 19, 2026Josh Gottheimer — PTR filed 2026-05-19
Ptr		Not establishedParsed
Apr 8, 2026Josh Gottheimer — PTR filed 2026-04-08
Ptr		Not establishedParsed
Mar 31, 2026Josh Gottheimer — Financial disclosure (X) filed 2026-03-31
Financial		Not establishedParsed
Mar 16, 2026Josh Gottheimer — PTR filed 2026-03-16
Ptr		Not establishedParsed
Feb 26, 2026Josh Gottheimer — PTR filed 2026-02-26
Ptr		Not establishedParsed
Jan 14, 2026Josh Gottheimer — PTR filed 2026-01-14
Ptr		Not establishedParsed
Dec 29, 2025Josh Gottheimer — PTR filed 2025-12-29
Ptr		Not establishedParsed
Nov 17, 2025Josh Gottheimer — PTR filed 2025-11-17
Ptr		Not establishedParsed
Oct 15, 2025Josh Gottheimer — PTR filed 2025-10-15
Ptr		Not establishedParsed
Sep 5, 2025Josh Gottheimer — PTR filed 2025-09-05
Ptr		Not establishedParsed
Aug 11, 2025Josh Gottheimer — Annual report filed 2025-08-11
Annual		Dec 31, 2024Needs review
Aug 11, 2025Josh Gottheimer — PTR filed 2025-08-11
Ptr		Not establishedParsed
Jul 16, 2025Josh Gottheimer — PTR filed 2025-07-16
Ptr		Not establishedParsed
Jun 11, 2025Josh Gottheimer — PTR filed 2025-06-11
Ptr		Not establishedParsed
May 14, 2025Josh Gottheimer — PTR filed 2025-05-14
Ptr		Not establishedParsed
Apr 17, 2025Josh Gottheimer — Financial disclosure (X) filed 2025-04-17
Financial		Not establishedParsed
Apr 10, 2025Josh Gottheimer — PTR filed 2025-04-10
Ptr		Not establishedParsed
Mar 6, 2025Josh Gottheimer — PTR filed 2025-03-06
Ptr		Not establishedParsed
Feb 10, 2025Josh Gottheimer — PTR filed 2025-02-10
Ptr		Not establishedParsed
Jan 14, 2025Josh Gottheimer — PTR filed 2025-01-14
Ptr		Not establishedParsed
Dec 5, 2024Josh Gottheimer — PTR filed 2024-12-05
Ptr		Not establishedParsed
Nov 6, 2024Josh Gottheimer — PTR filed 2024-11-06
Ptr		Not establishedParsed
Oct 3, 2024Josh Gottheimer — PTR filed 2024-10-03
Ptr		Not establishedParsed
Sep 11, 2024Josh Gottheimer — PTR filed 2024-09-11
Ptr		Not establishedParsed
Aug 15, 2024Josh Gottheimer — PTR filed 2024-08-15
Ptr		Not establishedParsed
Aug 13, 2024Josh Gottheimer — Annual report filed 2024-08-13
Annual		Dec 31, 2023Needs review
Jul 9, 2024Josh Gottheimer — PTR filed 2024-07-09
Ptr		Not establishedParsed
Jun 8, 2024Josh Gottheimer — PTR filed 2024-06-08
Ptr		Not establishedParsed
May 15, 2024Josh Gottheimer — PTR filed 2024-05-15
Ptr		Not establishedParsed
Apr 16, 2024Josh Gottheimer — Financial disclosure (X) filed 2024-04-16
Financial		Not establishedParsed
Apr 7, 2024Josh Gottheimer — PTR filed 2024-04-07
Ptr		Not establishedParsed
Mar 7, 2024Josh Gottheimer — PTR filed 2024-03-07
Ptr		Not establishedParsed
Feb 15, 2024Josh Gottheimer — PTR filed 2024-02-15
Ptr		Not establishedParsed
Jan 7, 2024Josh Gottheimer — PTR filed 2024-01-07
Ptr		Not establishedParsed
Dec 8, 2023Josh Gottheimer — PTR filed 2023-12-08
Ptr		Not establishedParsed
Nov 11, 2023Josh Gottheimer — PTR filed 2023-11-11
Ptr		Not establishedParsed
Oct 15, 2023Josh Gottheimer — PTR filed 2023-10-15
Ptr		Not establishedParsed
Sep 16, 2023Josh Gottheimer — PTR filed 2023-09-16
Ptr		Not establishedParsed
Aug 21, 2023Josh Gottheimer — PTR filed 2023-08-21
Ptr		Not establishedParsed
Aug 13, 2023Josh Gottheimer — Annual report filed 2023-08-13
Annual		Dec 31, 2022Needs review
Jul 11, 2023Josh Gottheimer — PTR filed 2023-07-11
Ptr		Not establishedParsed
Jun 11, 2023Josh Gottheimer — PTR filed 2023-06-11
Ptr		Not establishedParsed
May 19, 2023Josh Gottheimer — PTR filed 2023-05-19
Ptr		Not establishedParsed
May 1, 2023Josh Gottheimer — Financial disclosure (X) filed 2023-05-01
Financial		Not establishedParsed
Apr 20, 2023Josh Gottheimer — PTR filed 2023-04-20
Ptr		Not establishedParsed
Mar 17, 2023Josh Gottheimer — PTR filed 2023-03-17
Ptr		Not establishedParsed