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  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

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  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

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  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

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 ⇒ Cincinnati Financial Corporation (CINF) [ST]joint198.998897869213813372520205734162.14
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
Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST]joint945.781841109709962168978562481620.97
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 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST]joint91.267396760209901893680127777281.31
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 ⇒ 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 ⇒ 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 ⇒ Oxford Industries, Inc. (OXM) [ST]joint233.93274853801169590643274856938.45
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 - 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. Unreconciled 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 rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
MTDR — Matador Resources Company Common Stock (MTDR) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 70 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
MEDP — Medpace Holdings, Inc. - Common Stock (MEDP) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 71 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
MELI — MercadoLibre, Inc. - Common Stock (MELI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 21, 2024Sep 12, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 73 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 75 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
MTX — Minerals Technologies Inc. Common Stock (MTX) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 76 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
NSRGY — NESTLE S.A S/ADR (NSRGY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 77 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
NTDOY — Nintendo Co Ltd ADR (NTDOY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 78 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
NSC — Norfolk Southern Corporation Common Stock (NSC) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 79 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
PAYX — Paychex, Inc. - Common Stock (PAYX) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 83 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
PRIM — Primoris Services Corporation (PRIM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 86 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
PGR — Progressive Corporation (PGR) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 87 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
RIO — Rio Tinto Plc Common Stock (RIO) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 89 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
RHHBY — ROCHE HOLDING LTD S/ADR (RHHBY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 90 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
RHP — Ryman Hospitality Properties, Inc. (RHP) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 91 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SAP — SAP SE ADS (SAP) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 93 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SBGSY — SCHNEIDER ELEC UNSP/ADR (SBGSY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 94 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SHEL — Shell PLC American Depositary Shares (SHEL) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 95 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SKY — Skyline Champion Corporation Common Stock (SKY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 98 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SONVY — SONOVA HLDNG AG UNSP/ADR (SONVY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 99 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SPXC — SPX Technologies, Inc. Common Stock (SPXC) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 102 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SF — Stifel Financial Corporation Common Stock (SF) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 106 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SYIEY — SYMRISE AG UNSP/ADR (SYIEY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 21, 2024Sep 12, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 21, 2024Sep 12, 2026
TCEHY — TENCENT HLDGS UNSP/ADR (TCEHY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 21, 2024Sep 12, 2026
TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 21, 2024Sep 12, 2026
TXRH — Texas Roadhouse, Inc. - Common Stock (TXRH) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 113 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
DSGX — The Descartes Systems Group Inc. - Common Stock (DSGX) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 114 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
UFPI — UFP Industries, Inc. - Common Stock (UFPI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 115 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
UPS — United Parcel Service, Inc. Common Stock (UPS) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 116 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
VZ — Verizon Communications Inc. Common Stock (VZ) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 117 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 12, 2026
SONY — Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 266 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
NOC — Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 267 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
AMD — Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 268 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
SWTX — Morgan Stanley - Select UMA Account # 1 ⇒ SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 269 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
DAVA — Morgan Stanley - Select UMA Account # 1 ⇒ Endava plc American Depositary Shares (DAVA) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 270 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
VIAV — Morgan Stanley - Select UMA Account # 1 ⇒ Viavi Solutions Inc. - Common Stock (VIAV) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 271 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
XP — Morgan Stanley - Select UMA Account # 1 ⇒ XP Inc. - Class A Common Stock (XP) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 272 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
XYZ — Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (SQ) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 273 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
FLYW — Morgan Stanley - Select UMA Account # 1 ⇒ Flywire Corporation - Voting Common Stock (FLYW) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 274 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
ABEV — Morgan Stanley - Select UMA Account # 1 ⇒ Ambev S.A. American Depositary Shares (ABEV) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 275 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
SGIOY — Morgan Stanley - Select UMA Account # 1 ⇒ Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 276 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
ALGT — Morgan Stanley - Select UMA Account # 1 ⇒ Allegiant Travel Company - Common Stock (ALGT) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 277 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
SHLS — Morgan Stanley - Select UMA Account # 1 ⇒ Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 278 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
GMAB — Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - American Depositary Shares (GMAB) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 279 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
ATRC — Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. - Common Stock (ATRC) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 280 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
DEO — Morgan Stanley - Select UMA Account # 1 ⇒ Diageo plc Common Stock (DEO) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 281 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
DASTY — Morgan Stanley - Select UMA Account # 1 ⇒ DASSAULT SYSTEMES SA ADR (DASTY) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 282 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
FCX — Morgan Stanley - Select UMA Account # 1 ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 283 · Annual
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 14, 2026
TLK — Morgan Stanley - Select UMA Account # 1 ⇒ PT Telekomunikasi Indonesia, Tbk (TLK) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 284 · Annual
joint · S · $1,001 - $15,000

Jun 18, 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
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