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
WPPNot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
CRCLJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
AKAMJointNoneUnavailableUnavailable$104.48Sep 16, 2026Unavailable
ALLYJoint$1,001 - $15,000UnavailableUnavailable$40.31Sep 16, 2026Unavailable
AMZNJoint$100,001 - $250,000UnavailableUnavailable$245.96Sep 16, 2026Unavailable
AAPLJoint$500,001 - $1,000,000UnavailableUnavailable$332.41Sep 16, 2026Unavailable
TJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
COTYJointNoneUnavailableUnavailableUnavailableUnavailable
DRIJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
DVMTJointNoneUnavailableUnavailableUnavailableUnavailable
DLTRJoint$15,001 - $50,000UnavailableUnavailable$112.40Sep 16, 2026Unavailable
LLYJoint$50,001 - $100,000UnavailableUnavailable$1137.82Sep 16, 2026Unavailable
FISJointNoneUnavailableUnavailable$36.85Sep 16, 2026Unavailable
FJoint$15,001 - $50,000UnavailableUnavailable$13.35Sep 16, 2026Unavailable
GSJoint$15,001 - $50,000UnavailableUnavailable$937.98Sep 16, 2026Unavailable
HDJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
MKTXJoint$1,001 - $15,000UnavailableUnavailable$163.35Sep 16, 2026Unavailable
MLMJoint$15,001 - $50,000UnavailableUnavailable$496.76Sep 16, 2026Unavailable
METAJoint$250,001 - $500,000UnavailableUnavailable$673.31Sep 16, 2026Unavailable
MSFTJoint$1,000,001 - $5,000,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
PFGCJoint$15,001 - $50,000UnavailableUnavailable$91.06Sep 16, 2026Unavailable
PFEJointNoneUnavailableUnavailable$27.46Sep 16, 2026Unavailable
SYFJoint$15,001 - $50,000UnavailableUnavailable$74.88Sep 16, 2026Unavailable
TSCOJoint$15,001 - $50,000UnavailableUnavailable$32.78Sep 16, 2026Unavailable
UALJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
VLYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MSFTJoint$5,000,001 - $25,000,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
MMMJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ABTJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ABBVJoint$1,001 - $15,000UnavailableUnavailable$262.51Sep 16, 2026Unavailable
AEISJoint$1,001 - $15,000UnavailableUnavailable$252.22Sep 16, 2026Unavailable
AGIOJoint$1,001 - $15,000UnavailableUnavailable$32.95Sep 16, 2026Unavailable
ADCJoint$1,001 - $15,000UnavailableUnavailable$68.50Sep 16, 2026Unavailable
AAGIYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
APDJoint$1,001 - $15,000UnavailableUnavailable$287.08Sep 16, 2026Unavailable
ALCJoint$1,001 - $15,000UnavailableUnavailable$66.30Sep 16, 2026Unavailable
ALFVYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BABAJoint$1,001 - $15,000UnavailableUnavailable$107.27Sep 16, 2026Unavailable
ALGMJoint$1,001 - $15,000UnavailableUnavailable$33.02Sep 16, 2026Unavailable
GOOGJoint$50,001 - $100,000UnavailableUnavailable$339.36Sep 16, 2026Unavailable
ABEVJointNoneUnavailableUnavailableUnavailableUnavailable
ABCBJoint$1,001 - $15,000UnavailableUnavailable$83.72Sep 16, 2026Unavailable
APHJoint$1,001 - $15,000UnavailableUnavailable$77.26Sep 16, 2026Unavailable
APPFJoint$1,001 - $15,000UnavailableUnavailable$221.17Sep 16, 2026Unavailable
AAPLJoint$50,001 - $100,000UnavailableUnavailable$332.41Sep 16, 2026Unavailable
APPJoint$1,001 - $15,000UnavailableUnavailable$326.56Sep 16, 2026Unavailable
ARQTJoint$1,001 - $15,000UnavailableUnavailable$26.14Sep 16, 2026Unavailable
ANETJoint$1,001 - $15,000UnavailableUnavailable$197.54Sep 16, 2026Unavailable
AORTJoint$1,001 - $15,000UnavailableUnavailable$25.02Sep 16, 2026Unavailable
ABGJoint$1,001 - $15,000UnavailableUnavailable$195.21Sep 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

3975 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 — Tesla, Inc. - Common Stock (TSLA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

May 16, 2025Sep 11, 2026
UBER — Morgan Stanley - Select UMA Account # 1 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 444 · Annual
joint · P · $1,001 - $15,000

May 15, 2025Sep 14, 2026
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 445 · Annual
joint · P · $1,001 - $15,000

May 15, 2025Sep 14, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

May 15, 2025Sep 11, 2026
UBER — Uber Technologies, Inc. Common Stock (UBER) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Ptr
joint · P · $1,001 - $15,000

May 15, 2025Sep 11, 2026
FI — Morgan Stanley - Select UMA Account # 1 ⇒ Fiserv, Inc. Common Stock (FI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 449 · Annual
joint · S · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 450 · Annual
joint · S · $1,001 - $15,000

May 14, 2025Sep 14, 2026
UNICY — Morgan Stanley - Select UMA Account # 1 ⇒ UNICHARM CORP S/ADR (UNICY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 451 · Annual
joint · S (partial) · $1,001 - $15,000

May 14, 2025Sep 14, 2026
GILD — Morgan Stanley - Select UMA Account # 1 ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 452 · Annual
joint · S · $1,001 - $15,000

May 14, 2025Sep 14, 2026
CLPBY — COLOPLAST AS SP/ADR (CLPBY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
joint · S · $1,001 - $15,000

May 14, 2025Sep 11, 2026
FI — Fiserv, Inc. Common Stock (FI) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

May 14, 2025Sep 11, 2026
GILD — Gilead Sciences, Inc. - Common Stock (GILD) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
joint · S · $1,001 - $15,000

May 14, 2025Sep 11, 2026
UNICY — UNICHARM CORP S/ADR (UNICY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 22 · Ptr
joint · S (partial) · $1,001 - $15,000

May 14, 2025Sep 11, 2026
LLY — Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 453 · Annual
joint · S (partial) · $1,001 - $15,000

May 13, 2025Sep 14, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

May 13, 2025Sep 11, 2026
GOOG — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 454 · Annual
joint · S (partial) · $1,001 - $15,000

May 8, 2025Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
joint · S (partial) · $1,001 - $15,000

May 8, 2025Sep 11, 2026
LLY — Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 446 · Annual
joint · P · $1,001 - $15,000

May 1, 2025Sep 14, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

May 1, 2025Sep 11, 2026
RTX — Morgan Stanley - Select UMA Account # 1 ⇒ RTX Corporation Common Stock (RTX) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 231 · Annual
joint · P · $1,001 - $15,000

Apr 23, 2025Sep 14, 2026
RTX — RTX Corporation Common Stock (RTX) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 91 · Ptr
joint · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 234 · Annual
joint · P · $1,001 - $15,000

Apr 22, 2025Sep 14, 2026
LNG — Cheniere Energy, Inc. Common Stock (LNG) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 33 · Ptr
joint · P · $1,001 - $15,000

Apr 22, 2025Sep 11, 2026
KKR — Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 232 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 21, 2025Sep 14, 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 235 · Annual
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 14, 2026
TPH — Morgan Stanley - Select UMA Account # 1 ⇒ Tri Pointe Homes, Inc. Common Stock (TPH) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 236 · Annual
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 14, 2026
TTNDY — Morgan Stanley - Select UMA Account # 1 ⇒ TECHTRONIC INDUS LTD ADR (TTNDY) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 237 · Annual
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 14, 2026
TLK — Morgan Stanley - Select UMA Account # 1 ⇒ PT Telekomunikasi Indonesia, Tbk (TLK) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 238 · Annual
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 14, 2026
DHI — Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 239 · Annual
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 14, 2026
DHI — D.R. Horton, Inc. Common Stock (DHI) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Apr 21, 2025Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 57 · Ptr
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 11, 2026
KKR — KKR & Co. Inc. Common Stock (KKR) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 66 · Ptr
joint · S (partial) · $1,001 - $15,000

Apr 21, 2025Sep 11, 2026
TLK — PT Telekomunikasi Indonesia, Tbk (TLK) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 87 · Ptr
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 11, 2026
TTNDY — TECHTRONIC INDUS LTD ADR (TTNDY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 108 · Ptr
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 11, 2026
TPH — Tri Pointe Homes, Inc. Common Stock (TPH) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 113 · Ptr
joint · P · $1,001 - $15,000

Apr 21, 2025Sep 11, 2026
UNP — Morgan Stanley - Select UMA Account # 1 ⇒ Union Pacific Corporation Common Stock (UNP) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 233 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
PAR — Morgan Stanley - Select UMA Account # 1 ⇒ PAR Technology Corporation Common Stock (PAR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 247 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
GLW — Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 248 · Annual
joint · S · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
HLMN — Morgan Stanley - Select UMA Account # 1 ⇒ Hillman Solutions Corp. - Common Stock (HLMN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 249 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
CDRE — Morgan Stanley - Select UMA Account # 1 ⇒ Cadre Holdings, Inc. Common Stock (CDRE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 250 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
TWLO — Morgan Stanley - Select UMA Account # 1 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 251 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
TEL — Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 252 · Annual
joint · S · $15,001 - $50,000

Apr 17, 2025Sep 14, 2026
ABBV — Morgan Stanley - Select UMA Account # 1 ⇒ AbbVie Inc. Common Stock (ABBV) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 253 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
EPAC — Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group Corp. Common Stock (EPAC) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 254 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 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 255 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
THR — Morgan Stanley - Select UMA Account # 1 ⇒ Thermon Group Holdings, Inc. Common Stock (THR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 256 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
CRM — Morgan Stanley - Select UMA Account # 1 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 257 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
AEIS — Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 258 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
USPH — Morgan Stanley - Select UMA Account # 1 ⇒ U.S. Physical Therapy, Inc. Common Stock (USPH) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 259 · Annual
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 14, 2026
SBUX — Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 260 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 17, 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