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
LRCXJoint$1,001 - $15,000UnavailableUnavailable$269.23Sep 16, 2026Unavailable
LINJoint$1,001 - $15,000UnavailableUnavailable$462.09Sep 16, 2026Unavailable
LOWJoint$15,001 - $50,000UnavailableUnavailable$194.10Sep 16, 2026Unavailable
MTSIJoint$1,001 - $15,000UnavailableUnavailable$251.75Sep 16, 2026Unavailable
MGYJoint$1,001 - $15,000UnavailableUnavailable$26.10Sep 16, 2026Unavailable
MFCJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MAJoint$15,001 - $50,000UnavailableUnavailable$567.75Sep 16, 2026Unavailable
MTDRJoint$1,001 - $15,000UnavailableUnavailable$57.73Sep 16, 2026Unavailable
MCDJoint$1,001 - $15,000UnavailableUnavailable$248.56Sep 16, 2026Unavailable
MCKJoint$1,001 - $15,000UnavailableUnavailable$887.29Sep 16, 2026Unavailable
MEDPJoint$1,001 - $15,000UnavailableUnavailable$616.44Sep 16, 2026Unavailable
MELIJoint$1,001 - $15,000UnavailableUnavailable$1839.71Sep 16, 2026Unavailable
MRKJointNoneUnavailableUnavailable$144.91Sep 16, 2026Unavailable
METAJoint$15,001 - $50,000UnavailableUnavailable$673.31Sep 16, 2026Unavailable
MSFTJoint$50,001 - $100,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
MTXJoint$1,001 - $15,000UnavailableUnavailable$68.92Sep 16, 2026Unavailable
NTRAJoint$1,001 - $15,000UnavailableUnavailable$345.34Sep 16, 2026Unavailable
NHIJoint$1,001 - $15,000UnavailableUnavailable$68.16Sep 16, 2026Unavailable
NSRGYJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NTESJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NFLXJoint$15,001 - $50,000UnavailableUnavailable$76.41Sep 16, 2026Unavailable
NTDOYJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NSCJoint$15,001 - $50,000UnavailableUnavailable$317.00Sep 16, 2026Unavailable
NOCJoint$15,001 - $50,000UnavailableUnavailable$530.78Sep 16, 2026Unavailable
NWEJoint$1,001 - $15,000UnavailableUnavailable$68.52Sep 16, 2026Unavailable
NOVTJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NVZMYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NVDAJoint$50,001 - $100,000UnavailableUnavailable$213.90Sep 16, 2026Unavailable
OCFCJoint$1,001 - $15,000UnavailableUnavailable$18.25Sep 16, 2026Unavailable
ORCLJoint$1,001 - $15,000UnavailableUnavailable$143.16Sep 16, 2026Unavailable
OXMJoint$1,001 - $15,000UnavailableUnavailable$29.25Sep 16, 2026Unavailable
PPBIJointNoneUnavailableUnavailableUnavailableUnavailable
PANWJoint$1,001 - $15,000UnavailableUnavailable$375.65Sep 16, 2026Unavailable
FNAJointNoneUnavailableUnavailableUnavailableUnavailable
PATKJoint$1,001 - $15,000UnavailableUnavailable$70.41Sep 16, 2026Unavailable
PAYXJoint$15,001 - $50,000UnavailableUnavailable$116.72Sep 16, 2026Unavailable
PYPLJointNoneUnavailableUnavailable$52.71Sep 16, 2026Unavailable
PWPJoint$1,001 - $15,000UnavailableUnavailable$12.75Sep 16, 2026Unavailable
PHRJoint$1,001 - $15,000UnavailableUnavailable$10.24Sep 16, 2026Unavailable
PNGAYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PRIMJoint$1,001 - $15,000UnavailableUnavailable$76.94Sep 16, 2026Unavailable
PGRJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
TLKJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PWRJoint$1,001 - $15,000UnavailableUnavailable$619.28Sep 16, 2026Unavailable
ROLLJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
REGNJointNoneUnavailableUnavailable$774.61Sep 16, 2026Unavailable
RVLVJoint$1,001 - $15,000UnavailableUnavailable$20.61Sep 16, 2026Unavailable
RIOJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
RHHBYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
RTXJoint$1,001 - $15,000UnavailableUnavailable$196.83Sep 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
TSLA — Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 63 · Annual
joint · P · $1,001 - $15,000

Jan 28, 2025Sep 14, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 64 · Annual
joint · P · $1,001 - $15,000

Jan 28, 2025Sep 14, 2026
ANET — Morgan Stanley - Select UMA Account # 1 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 100 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 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 101 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 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 102 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 14, 2026
NVDA — Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 103 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 14, 2026
ORCL — Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation Common Stock (ORCL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 104 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 14, 2026
ABT — Abbott Laboratories Common Stock (ABT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
joint · P · $1,001 - $15,000

Jan 28, 2025Sep 11, 2026
ANET — Arista Networks, Inc. Common Stock (ANET) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 28, 2025Sep 11, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 49 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 11, 2026
ORCL — Oracle Corporation Common Stock (ORCL) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 52 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 63 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 28, 2025Sep 11, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 65 · Ptr
joint · P · $1,001 - $15,000

Jan 28, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 76 · Ptr
joint · P · $1,001 - $15,000

Jan 28, 2025Sep 11, 2026
GLW — Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 65 · Annual
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 14, 2026
CDRE — Morgan Stanley - Select UMA Account # 1 ⇒ Cadre Holdings, Inc. Common Stock (CDRE) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 66 · Annual
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 14, 2026
CLPBY — Morgan Stanley - Select UMA Account # 1 ⇒ COLOPLAST AS SP/ADR (CLPBY) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 67 · Annual
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 14, 2026
ABEV — Morgan Stanley - Select UMA Account # 1 ⇒ Ambev S.A. American Depositary Shares (ABEV) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 68 · Annual
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 14, 2026
GBOOY — Morgan Stanley - Select UMA Account # 1 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 69 · Annual
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 14, 2026
FICO — Morgan Stanley - Select UMA Account # 1 ⇒ Fair Isaac Corporation Common Stock (FICO) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 105 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 27, 2025Sep 14, 2026
MRK — Morgan Stanley - Select UMA Account # 1 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 106 · Annual
joint · S · $15,001 - $50,000

Jan 27, 2025Sep 14, 2026
MELI — Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 107 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 27, 2025Sep 14, 2026
ABEV — Ambev S.A. American Depositary Shares (ABEV) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 11, 2026
CDRE — Cadre Holdings, Inc. Common Stock (CDRE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Ptr
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 11, 2026
CLPBY — COLOPLAST AS SP/ADR (CLPBY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Ptr
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 11, 2026
GLW — Corning Incorporated Common Stock (GLW) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Ptr
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 11, 2026
FICO — Fair Isaac Corporation Common Stock (FICO) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 27, 2025Sep 11, 2026
GBOOY — Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 27 · Ptr
joint · P · $1,001 - $15,000

Jan 27, 2025Sep 11, 2026
MELI — MercadoLibre, Inc. - Common Stock (MELI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 27, 2025Sep 11, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 41 · Ptr
joint · S · $15,001 - $50,000

Jan 27, 2025Sep 11, 2026
JNJ — Morgan Stanley - Select UMA Account # 1 ⇒ Johnson & Johnson Common Stock (JNJ) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 70 · Annual
joint · P · $1,001 - $15,000

Jan 24, 2025Sep 14, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 71 · Annual
joint · P · $1,001 - $15,000

Jan 24, 2025Sep 14, 2026
ITCI — Morgan Stanley - Select UMA Account # 1 ⇒ Intra-Cellular Therapies Inc. (ITCI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 108 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 24, 2025Sep 14, 2026
REGN — Morgan Stanley - Select UMA Account # 1 ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 109 · Annual
joint · S · $1,001 - $15,000

Jan 24, 2025Sep 14, 2026
ITCI — Intra-Cellular Therapies Inc. (ITCI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 30 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 24, 2025Sep 11, 2026
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Ptr
joint · P · $1,001 - $15,000

Jan 24, 2025Sep 11, 2026
REGN — Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 60 · Ptr
joint · S · $1,001 - $15,000

Jan 24, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 80 · Ptr
joint · P · $1,001 - $15,000

Jan 24, 2025Sep 11, 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 72 · Annual
joint · P · $1,001 - $15,000

Jan 23, 2025Sep 14, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 73 · Annual
joint · P · $1,001 - $15,000

Jan 23, 2025Sep 14, 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 110 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 23, 2025Sep 14, 2026
UBER — Morgan Stanley - Select UMA Account # 1 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 111 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 23, 2025Sep 14, 2026
ETN — Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 112 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 23, 2025Sep 14, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 23 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 23, 2025Sep 11, 2026
TEL — TE Connectivity plc Ordinary Shares (TEL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 64 · Ptr
joint · P · $1,001 - $15,000

Jan 23, 2025Sep 11, 2026
TT — Trane Technologies plc (TT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 69 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 23, 2025Sep 11, 2026
UBER — Uber Technologies, Inc. Common Stock (UBER) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 72 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 23, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 79 · Ptr
joint · P · $1,001 - $15,000

Jan 23, 2025Sep 11, 2026
WMT — Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 74 · Annual
joint · P · $1,001 - $15,000

Jan 22, 2025Sep 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