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
ASMLJoint$1,001 - $15,000UnavailableUnavailable$1602.22Sep 16, 2026Unavailable
ASAZYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ATLKYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ATRCJoint$1,001 - $15,000UnavailableUnavailable$57.14Sep 16, 2026Unavailable
AZOJoint$1,001 - $15,000UnavailableUnavailable$2849.04Sep 16, 2026Unavailable
AVNTJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BCPCJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BBVAJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BRK.BJoint$15,001 - $50,000UnavailableUnavailable$519.80Sep 16, 2026Unavailable
BHPJointNoneUnavailableUnavailableUnavailableUnavailable
BCRXJoint$1,001 - $15,000UnavailableUnavailable$8.43Sep 16, 2026Unavailable
BLKJoint$15,001 - $50,000UnavailableUnavailable$1037.24Sep 16, 2026Unavailable
BXJoint$1,001 - $15,000UnavailableUnavailable$123.45Sep 16, 2026Unavailable
XYZJointNoneUnavailableUnavailable$76.63Sep 16, 2026Unavailable
BKNGJoint$1,001 - $15,000UnavailableUnavailable$171.40Sep 16, 2026Unavailable
BOOTJoint$1,001 - $15,000UnavailableUnavailable$122.75Sep 16, 2026Unavailable
AVGOJoint$15,001 - $50,000UnavailableUnavailable$339.51Sep 16, 2026Unavailable
CNIJoint$1,001 - $15,000UnavailableUnavailable$119.49Sep 16, 2026Unavailable
CVNAJoint$1,001 - $15,000UnavailableUnavailable$65.40Sep 16, 2026Unavailable
CATYJoint$1,001 - $15,000UnavailableUnavailable$62.00Sep 16, 2026Unavailable
CBZJoint$1,001 - $15,000UnavailableUnavailable$54.60Sep 16, 2026Unavailable
CENTAJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SKYJoint$1,001 - $15,000UnavailableUnavailable$84.89Sep 16, 2026Unavailable
CHXJointNoneUnavailableUnavailableUnavailableUnavailable
SCHWJoint$15,001 - $50,000UnavailableUnavailable$105.16Sep 16, 2026Unavailable
GTLSJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CVXJoint$15,001 - $50,000UnavailableUnavailable$211.54Sep 16, 2026Unavailable
CHRDJoint$1,001 - $15,000UnavailableUnavailable$147.03Sep 16, 2026Unavailable
CBJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CHGCYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CINFJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
CSCOJoint$15,001 - $50,000UnavailableUnavailable$107.74Sep 16, 2026Unavailable
NETJoint$1,001 - $15,000UnavailableUnavailable$324.65Sep 16, 2026Unavailable
KOJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CNSJoint$1,001 - $15,000UnavailableUnavailable$71.85Sep 16, 2026Unavailable
COLBJoint$1,001 - $15,000UnavailableUnavailable$29.72Sep 16, 2026Unavailable
COPJointNoneUnavailableUnavailable$132.54Sep 16, 2026Unavailable
GLWJoint$15,001 - $50,000UnavailableUnavailable$144.16Sep 16, 2026Unavailable
BAPJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CRNXJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CCIJoint$1,001 - $15,000UnavailableUnavailable$73.22Sep 16, 2026Unavailable
CSWJoint$1,001 - $15,000UnavailableUnavailable$287.80Sep 16, 2026Unavailable
DHIJoint$1,001 - $15,000UnavailableUnavailable$138.32Sep 16, 2026Unavailable
DASTYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
DBSDYJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
DEOJointNoneUnavailableUnavailableUnavailableUnavailable
DSCSYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
DJoint$15,001 - $50,000UnavailableUnavailable$63.51Sep 16, 2026Unavailable
DASHJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
DCOJoint$1,001 - $15,000UnavailableUnavailable$171.52Sep 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
ICFI — ICF International, Inc. - Common Stock (ICFI) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Feb 19, 2025Sep 11, 2026
TSLA — Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 153 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 14, 2025Sep 14, 2026
MSFT — Morgan Stanley - Portfolio Management Active Assets Account JT ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,000,001 - $5,000,000

Original ↗ · Row 327 · Annual
not_reported · S (partial) · $1,000,001 - $5,000,000

Feb 14, 2025Sep 14, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$1,000,001 - $5,000,000

Original ↗ · Row 40 · Ptr
joint · S (partial) · $1,000,001 - $5,000,000

Feb 14, 2025Sep 11, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Feb 14, 2025Sep 11, 2026
TSLA — Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 154 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 13, 2025Sep 14, 2026
DHI — Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 155 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 13, 2025Sep 14, 2026
PYPL — Morgan Stanley - Select UMA Account # 1 ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 156 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 13, 2025Sep 14, 2026
ABT — Morgan Stanley - Select UMA Account # 1 ⇒ Abbott Laboratories Common Stock (ABT) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 168 · Annual
joint · P · $1,001 - $15,000

Feb 13, 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 169 · Annual
joint · P · $1,001 - $15,000

Feb 13, 2025Sep 14, 2026
ABT — Abbott Laboratories Common Stock (ABT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 13, 2025Sep 11, 2026
DHI — D.R. Horton, Inc. Common Stock (DHI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
joint · S (partial) · $1,001 - $15,000

Feb 13, 2025Sep 11, 2026
PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 44 · Ptr
joint · S (partial) · $1,001 - $15,000

Feb 13, 2025Sep 11, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 53 · Ptr
joint · S (partial) · $1,001 - $15,000

Feb 13, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 59 · Ptr
joint · P · $1,001 - $15,000

Feb 13, 2025Sep 11, 2026
SHOP — Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 170 · Annual
joint · P · $1,001 - $15,000

Feb 12, 2025Sep 14, 2026
BABA — Morgan Stanley - Select UMA Account # 1 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 171 · Annual
joint · P · $1,001 - $15,000

Feb 12, 2025Sep 14, 2026
BABA — Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
joint · P · $1,001 - $15,000

Feb 12, 2025Sep 11, 2026
SHOP — Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Ptr
joint · P · $1,001 - $15,000

Feb 12, 2025Sep 11, 2026
XNGSY — Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 157 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 10, 2025Sep 14, 2026
DSCSY — Morgan Stanley - Select UMA Account # 1 ⇒ DISCO CORP UNSP /ADR (DSCSY) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 172 · Annual
joint · P · $1,001 - $15,000

Feb 10, 2025Sep 14, 2026
DSCSY — DISCO CORP UNSP /ADR (DSCSY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 10, 2025Sep 11, 2026
XNGSY — EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Ptr
joint · S (partial) · $1,001 - $15,000

Feb 10, 2025Sep 11, 2026
ABEV — Morgan Stanley - Select UMA Account # 1 ⇒ Ambev S.A. American Depositary Shares (ABEV) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 158 · Annual
joint · S · $1,001 - $15,000

Feb 7, 2025Sep 14, 2026
XNGSY — Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 159 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 7, 2025Sep 14, 2026
DSCSY — Morgan Stanley - Select UMA Account # 1 ⇒ DISCO CORP UNSP /ADR (DSCSY) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 173 · Annual
joint · P · $1,001 - $15,000

Feb 7, 2025Sep 14, 2026
ABEV — Ambev S.A. American Depositary Shares (ABEV) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
joint · S · $1,001 - $15,000

Feb 7, 2025Sep 11, 2026
DSCSY — DISCO CORP UNSP /ADR (DSCSY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 7, 2025Sep 11, 2026
XNGSY — EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Feb 7, 2025Sep 11, 2026
ABEV — Morgan Stanley - Select UMA Account # 1 ⇒ Ambev S.A. American Depositary Shares (ABEV) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 160 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 6, 2025Sep 14, 2026
PYPL — Morgan Stanley - Select UMA Account # 1 ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 161 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 6, 2025Sep 14, 2026
TWLO — Morgan Stanley - Select UMA Account # 1 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 174 · Annual
joint · P · $1,001 - $15,000

Feb 6, 2025Sep 14, 2026
AVGO — Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 175 · Annual
joint · P · $1,001 - $15,000

Feb 6, 2025Sep 14, 2026
ABEV — Ambev S.A. American Depositary Shares (ABEV) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Feb 6, 2025Sep 11, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
joint · P · $1,001 - $15,000

Feb 6, 2025Sep 11, 2026
PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Feb 6, 2025Sep 11, 2026
TWLO — Twilio Inc. Class A Common Stock (TWLO) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 55 · Ptr
joint · P · $1,001 - $15,000

Feb 6, 2025Sep 11, 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 176 · Annual
joint · P · $1,001 - $15,000

Feb 5, 2025Sep 14, 2026
TSLA — Tesla, Inc. - Common Stock (TSLA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 51 · Ptr
joint · P · $1,001 - $15,000

Feb 5, 2025Sep 11, 2026
TDG — Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 162 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 4, 2025Sep 14, 2026
TDG — Transdigm Group Incorporated Common Stock (TDG) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 54 · Ptr
joint · S (partial) · $1,001 - $15,000

Feb 4, 2025Sep 11, 2026
AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 163 · Annual
joint · S (partial) · $1,001 - $15,000

Feb 3, 2025Sep 14, 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 177 · Annual
joint · P · $1,001 - $15,000

Feb 3, 2025Sep 14, 2026
UNP — Morgan Stanley - Select UMA Account # 1 ⇒ Union Pacific Corporation Common Stock (UNP) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 178 · Annual
joint · P · $1,001 - $15,000

Feb 3, 2025Sep 14, 2026
SHOP — Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 179 · Annual
joint · P · $1,001 - $15,000

Feb 3, 2025Sep 14, 2026
XYZ — Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 180 · Annual
joint · P · $1,001 - $15,000

Feb 3, 2025Sep 14, 2026
SBUX — Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 181 · Annual
joint · P · $1,001 - $15,000

Feb 3, 2025Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Feb 3, 2025Sep 11, 2026
XYZ — Block, Inc. Class A Common Stock, (XYZ) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
joint · P · $1,001 - $15,000

Feb 3, 2025Sep 11, 2026
SHOP — Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 47 · Ptr
joint · P · $1,001 - $15,000

Feb 3, 2025Sep 11, 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
Feb 17, 2023Josh Gottheimer — PTR filed 2023-02-17
Ptr		Not establishedParsed
Jan 13, 2023Josh Gottheimer — PTR filed 2023-01-13
Ptr		Not establishedParsed
Dec 17, 2022Josh Gottheimer — PTR filed 2022-12-17
Ptr		Not establishedParsed
Nov 10, 2022Josh Gottheimer — PTR filed 2022-11-10
Ptr		Not establishedParsed
Oct 16, 2022Josh Gottheimer — PTR filed 2022-10-16
Ptr		Not establishedParsed
Sep 19, 2022Josh Gottheimer — PTR filed 2022-09-19
Ptr		Not establishedNeeds review
Sep 16, 2022Josh Gottheimer — PTR filed 2022-09-16
Ptr		Not establishedParsed
Aug 29, 2022Josh Gottheimer — PTR filed 2022-08-29
Ptr		Not establishedParsed
Aug 13, 2022Josh Gottheimer — Annual report filed 2022-08-13
Annual		Dec 31, 2021Needs review
Aug 13, 2022Josh Gottheimer — PTR filed 2022-08-13
Ptr		Not establishedParsed
Jul 22, 2022Josh Gottheimer — PTR filed 2022-07-22
Ptr		Not establishedParsed
Jun 16, 2022Josh Gottheimer — PTR filed 2022-06-16
Ptr		Not establishedParsed
May 16, 2022Josh Gottheimer — PTR filed 2022-05-16
Ptr		Not establishedParsed
Apr 29, 2022Josh Gottheimer — Financial disclosure (X) filed 2022-04-29
Financial		Not establishedParsed
Apr 17, 2022Josh Gottheimer — PTR filed 2022-04-17
Ptr		Not establishedParsed
Mar 18, 2022Josh Gottheimer — PTR filed 2022-03-18
Ptr		Not establishedParsed
Feb 18, 2022Josh Gottheimer — PTR filed 2022-02-18
Ptr		Not establishedParsed
Jan 10, 2022Josh Gottheimer — PTR filed 2022-01-10
Ptr		Not establishedParsed
Dec 13, 2021Josh Gottheimer — PTR filed 2021-12-13
Ptr		Not establishedParsed
Nov 15, 2021Josh Gottheimer — PTR filed 2021-11-15
Ptr		Not establishedParsed
Oct 13, 2021Josh Gottheimer — PTR filed 2021-10-13
Ptr		Not establishedParsed
Sep 20, 2021Josh Gottheimer — PTR filed 2021-09-20
Ptr		Not establishedParsed
Aug 13, 2021Josh Gottheimer — Financial disclosure (A) filed 2021-08-13
Financial		Not establishedNeeds review
Aug 13, 2021Josh Gottheimer — Annual report filed 2021-08-13
Annual		Dec 31, 2020Needs review
Aug 9, 2021Josh Gottheimer — PTR filed 2021-08-09
Ptr		Not establishedParsed
Jul 15, 2021Josh Gottheimer — PTR filed 2021-07-15
Ptr		Not establishedParsed
Jun 15, 2021Josh Gottheimer — PTR filed 2021-06-15
Ptr		Not establishedParsed
May 7, 2021Josh Gottheimer — PTR filed 2021-05-07
Ptr		Not establishedParsed
Apr 26, 2021Josh Gottheimer — Financial disclosure (X) filed 2021-04-26
Financial		Not establishedParsed
Apr 21, 2021Josh Gottheimer — PTR filed 2021-04-21
Ptr		Not establishedParsed
Mar 10, 2021Josh Gottheimer — PTR filed 2021-03-10
Ptr		Not establishedParsed
Feb 9, 2021Josh Gottheimer — PTR filed 2021-02-09
Ptr		Not establishedParsed
Jan 7, 2021Josh Gottheimer — PTR filed 2021-01-07
Ptr		Not establishedParsed
Dec 9, 2020Josh Gottheimer — PTR filed 2020-12-09
Ptr		Not establishedParsed
Nov 5, 2020Josh Gottheimer — PTR filed 2020-11-05
Ptr		Not establishedParsed
Oct 13, 2020Josh Gottheimer — PTR filed 2020-10-13
Ptr		Not establishedParsed
Sep 20, 2020Josh Gottheimer — PTR filed 2020-09-20
Ptr		Not establishedParsed
Aug 13, 2020Josh Gottheimer — Annual report filed 2020-08-13
Annual		Dec 31, 2019Needs review
Aug 10, 2020Josh Gottheimer — PTR filed 2020-08-10
Ptr		Not establishedParsed
Jul 9, 2020Josh Gottheimer — PTR filed 2020-07-09
Ptr		Not establishedParsed
Jun 10, 2020Josh Gottheimer — PTR filed 2020-06-10
Ptr		Not establishedParsed
May 13, 2020Josh Gottheimer — PTR filed 2020-05-13
Ptr		Not establishedParsed
Apr 15, 2020Josh Gottheimer — Financial disclosure (X) filed 2020-04-15
Financial		Not establishedParsed
Apr 11, 2020Josh Gottheimer — PTR filed 2020-04-11
Ptr		Not establishedParsed
Mar 16, 2020Josh Gottheimer — PTR filed 2020-03-16
Ptr		Not establishedParsed
Feb 10, 2020Josh Gottheimer — PTR filed 2020-02-10
Ptr		Not establishedParsed
Jan 6, 2020Josh Gottheimer — PTR filed 2020-01-06
Ptr		Not establishedParsed