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.

Jan 3, 2017 – Sep 17, 2026

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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
ETN	Joint	$1,001 - $15,000	Unavailable	Unavailable	$397.80Sep 16, 2026	Unavailable
EW	Joint	None	Unavailable	Unavailable	$89.28Sep 16, 2026	Unavailable
XNGSY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
LLY	Joint	$15,001 - $50,000	Unavailable	Unavailable	$1137.82Sep 16, 2026	Unavailable
DAVA	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
EPAC	Joint	$1 - $1,000	Unavailable	Unavailable	$35.84Sep 16, 2026	Unavailable
EPOAY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
FICO	Joint	$1,001 - $15,000	Unavailable	Unavailable	$991.35Sep 16, 2026	Unavailable
FAST	Joint	$15,001 - $50,000	Unavailable	Unavailable	$49.03Sep 16, 2026	Unavailable
FIS	Joint	None	Unavailable	Unavailable	$36.85Sep 16, 2026	Unavailable
FWRG	Joint	$1,001 - $15,000	Unavailable	Unavailable	$10.43Sep 16, 2026	Unavailable
FI	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
FLYW	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
FMX	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
GTES	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
GMAB	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
GBCI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$44.94Sep 16, 2026	Unavailable
GMED	Joint	$1,001 - $15,000	Unavailable	Unavailable	$75.26Sep 16, 2026	Unavailable
GS	Joint	$1,001 - $15,000	Unavailable	Unavailable	$937.98Sep 16, 2026	Unavailable
LOPE	Joint	$1,001 - $15,000	Unavailable	Unavailable	$153.87Sep 16, 2026	Unavailable
GBOOY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HSHCY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HLN	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HALO	Joint	$1,001 - $15,000	Unavailable	Unavailable	$108.44Sep 16, 2026	Unavailable
HDB	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HQY	Joint	$1,001 - $15,000	Unavailable	Unavailable	$96.00Sep 16, 2026	Unavailable
HD	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
HMN	Joint	$1,001 - $15,000	Unavailable	Unavailable	$49.37Sep 16, 2026	Unavailable
HLI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$130.34Sep 16, 2026	Unavailable
HUBS	Joint	None	Unavailable	Unavailable	$236.46Sep 16, 2026	Unavailable
ICFI	Joint	None	Unavailable	Unavailable	$87.46Sep 16, 2026	Unavailable
ICUI	Joint	$1,001 - $15,000	Unavailable	Unavailable	$155.62Sep 16, 2026	Unavailable
IDA	Joint	$1,001 - $15,000	Unavailable	Unavailable	$132.69Sep 16, 2026	Unavailable
IRT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$14.94Sep 16, 2026	Unavailable
INDB	Joint	$1,001 - $15,000	Unavailable	Unavailable	$82.48Sep 16, 2026	Unavailable
IFNNY	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
INSM	Joint	$1,001 - $15,000	Unavailable	Unavailable	$122.58Sep 16, 2026	Unavailable
INTA	Joint	$1,001 - $15,000	Unavailable	Unavailable	$37.00Sep 16, 2026	Unavailable
ICE	Joint	None	Unavailable	Unavailable	$154.10Sep 16, 2026	Unavailable
IBM	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
ITCI	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
INTU	Joint	$1,001 - $15,000	Unavailable	Unavailable	$318.13Sep 16, 2026	Unavailable
ISRG	Joint	$1,001 - $15,000	Unavailable	Unavailable	$382.29Sep 16, 2026	Unavailable
ITT	Joint	$1,001 - $15,000	Unavailable	Unavailable	$194.50Sep 16, 2026	Unavailable
JNJ	Joint	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
KKR	Joint	None	Unavailable	Unavailable	$96.84Sep 16, 2026	Unavailable
KMTUY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
AIQUY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
LRLCY	Joint	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
LZB	Joint	$1,001 - $15,000	Unavailable	Unavailable	$30.18Sep 16, 2026	Unavailable

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

Asset	Owner	Estimated units	Estimated value
Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST]	joint	34.40631316389283103255493915	7058.46
Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST]	joint	118.4031374870504661832174042	9194.00
Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]	joint	11.87334896559912142708735271	3935.54
Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]	joint	34.38856651622609069417580056	7770.10
Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]	joint	7.478081244274951862860561195	11901.22
Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST]	joint	343.2217932217932217932217932	9895.08
Morgan Stanley - Select UMA Account # 1 ⇒ BioMarin Pharmaceutical Inc. (BMRN) [ST]	joint	91.23617288174250199566655263	5880.17
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	joint	30.50608692736657586217957316	15764.33
Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST]	joint	80.93576125442589782498735458	9855.55
Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST]	joint	150.9243538954914167138275797	8418.56
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]	joint	38.69275039899405136141606616	9382.61
Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST]	joint	84.10070429937979606853779039	13987.63
Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]	joint	55.54745539123793654099840311	7787.75
Morgan Stanley - Select UMA Account # 1 ⇒ Emergent Biosolutions, Inc. (EBS) [ST]	joint	89.29129464285714285714285714	567.89
Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST]	joint	809.8803887366060304011961126	40016.19
Federal Signal Corporation Common Stock (FSS) [ST]	joint	68.01411204624670577233698886	7691.04
Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]	joint	371.1797624486066697121973504	53290.28
Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST]	joint	91.63326079486885809185660291	6844.09
Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	joint	239.0073295092415551306564691	81604.27
Goldman Sachs Group, Inc. (GS) [ST]	joint	19.00264790578414176529452501	18559.32
Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST]	joint	372.6362366092221704704238472	9502.22
Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]	joint	7.928744859025816361924582528	10065.78
Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST]	joint	45.92973190194615075492278546	6142.18
Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST]	joint	791.3452027695351137487636004	7312.03
Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST]	joint	173.2459939367691641403204851	8515.04
Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST]	joint	56.07696081867246092381019135	8741.28
Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) [ST]	joint	63.21507585335018963337547408	8387.38
Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST]	joint	48.10594672599362636041128014	7380.90
Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST]	joint	134.7673743572731796317797313	26227.08
Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST]	joint	26.17707685763832084546674083	6617.04
Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST]	joint	365.4865235267245317496573778	10434.64
Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST]	joint	188.5131950989632422243166824	11908.38
Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]	joint	56.99742200242016099331825117	30279.88
Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST]	joint	445.7103064066852367688022284	8290.21
Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) [ST]	joint	73.78493036982384948814903624	5223.97
Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST]	joint	462.4566473988439306358381503	6201.54
Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO) [ST]	joint	99.96876171435711608146944896	9722.96
Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST]	joint	265.0049685326266975819807883	5488.25
boston beer Company, Inc. (SAM) [ST]	joint	3.73611815591212827805626989	639.88
Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]	joint	325.2977679911920728655790211	35063.85
Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]	joint	49.70180779027147915760700752	6454.28
Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST]	joint	61.21270084162203519510328998	13464.96
Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST]	joint	198.1793410948724300222937825	7610.09
Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	joint	312.51953125	7475.47
Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]	joint	13.77710044600575157996245975	7691.20
Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST]	joint	39.99050284914525642307307808	7130.71
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST]	joint	88.36425889109785730064060084	8639.37
Twilio Inc. Class A Common Stock (TWLO) [ST]	joint	42.18115674592713660568355565	10214.59
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST]	joint	59.94011976047904191616766467	288.31
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST]	joint	56.93970420932878270762229807	282.42
Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) [ST]	joint	670.7252727597925236988016455	71713.95
Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST]	joint	69.54537552155771905424200278	9559.71
Valley National Bancorp (VLY) [ST]	joint	81.1629943137761695528560351	1120.05
Exxon Mobil Corporation Common Stock (XOM) [ST]	joint	112.0146830659219592473603840	18966.33
Wealthfront ⇒ Bank of America Corporation (BAC) [ST]	not_reported	145.4636363636363636363636364	8658.00
Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	not_reported	9.277663102720504673330704826	8362.42

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.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
V — Visa Inc. (V) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 58 · Ptr joint · P · $1,001 - $15,000	Feb 28, 2025	Sep 11, 2026
FNA — Morgan Stanley - Select UMA Account # 1 ⇒ Paragon 28, Inc. Common Stock (FNA) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 131 · Annual joint · S · $1,001 - $15,000	Feb 27, 2025	Sep 14, 2026
KKR — Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 132 · Annual joint · S (partial) · $1,001 - $15,000	Feb 27, 2025	Sep 14, 2026
XYZ — Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 133 · Annual joint · S · $1,001 - $15,000	Feb 27, 2025	Sep 14, 2026
BX — Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 134 · Annual joint · S (partial) · $1,001 - $15,000	Feb 27, 2025	Sep 14, 2026
BX — Blackstone Inc. Common Stock (BX) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 27, 2025	Sep 11, 2026
XYZ — Block, Inc. Class A Common Stock, (XYZ) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S · $1,001 - $15,000	Feb 27, 2025	Sep 11, 2026
KKR — KKR & Co. Inc. Common Stock (KKR) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 29 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 27, 2025	Sep 11, 2026
FNA — Paragon 28, Inc. Common Stock (FNA) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Ptr joint · S · $1,001 - $15,000	Feb 27, 2025	Sep 11, 2026
KKR — Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 135 · Annual joint · S (partial) · $1,001 - $15,000	Feb 26, 2025	Sep 14, 2026
BX — Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 136 · Annual joint · S (partial) · $1,001 - $15,000	Feb 26, 2025	Sep 14, 2026
FI — Morgan Stanley - Select UMA Account # 1 ⇒ Fiserv, Inc. Common Stock (FI) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 165 · Annual joint · P · $1,001 - $15,000	Feb 26, 2025	Sep 14, 2026
BX — Blackstone Inc. Common Stock (BX) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 26, 2025	Sep 11, 2026
FI — Fiserv, Inc. Common Stock (FI) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · P · $1,001 - $15,000	Feb 26, 2025	Sep 11, 2026
KKR — KKR & Co. Inc. Common Stock (KKR) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 26, 2025	Sep 11, 2026
VRT — Morgan Stanley - Select UMA Account # 1 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 137 · Annual joint · S · $1,001 - $15,000	Feb 25, 2025	Sep 14, 2026
VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 57 · Ptr joint · S · $1,001 - $15,000	Feb 25, 2025	Sep 11, 2026
MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 138 · Annual joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 14, 2026
HD — Morgan Stanley - Select UMA Account # 1 ⇒ Home Depot, Inc. (HD) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 139 · Annual joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 14, 2026
AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 140 · Annual joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 24, 2025	Sep 11, 2026
SCHW — Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 141 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
PAYX — Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 142 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 143 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
CSCO — Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 144 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 145 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
BRK.B — Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 146 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
SPOT — Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 147 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
IFNNY — Morgan Stanley - Select UMA Account # 1 ⇒ Infineon Technologies AG (IFNNY) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 148 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
DASTY — Morgan Stanley - Select UMA Account # 1 ⇒ DASSAULT SYSTEMES SA ADR (DASTY) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 149 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
NTDOY — Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 150 · Annual joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
FI — Morgan Stanley - Select UMA Account # 1 ⇒ Fiserv, Inc. Common Stock (FI) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 166 · Annual joint · P · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
SNOW — Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. Class A Common Stock (SNOW) [ST]	Joint	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 167 · Annual joint · P · $1,001 - $15,000	Feb 21, 2025	Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
SCHW — Charles Schwab Corporation (SCHW) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
DASTY — DASSAULT SYSTEMES SA ADR (DASTY) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
FI — Fiserv, Inc. Common Stock (FI) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Ptr joint · P · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
IFNNY — Infineon Technologies AG (IFNNY) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 28 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
NTDOY — Nintendo Co Ltd ADR (NTDOY) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 41 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
PAYX — Paychex, Inc. - Common Stock (PAYX) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
SNOW — Snowflake Inc. Class A Common Stock (SNOW) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 48 · Ptr joint · P · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 21, 2025	Sep 11, 2026
LLY — Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	Joint	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 151 · Annual joint · S (partial) · $1,001 - $15,000	Feb 19, 2025	Sep 14, 2026
ICFI — Morgan Stanley - Select UMA Account # 1 ⇒ ICF International, Inc. - Common Stock (ICFI) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 152 · Annual joint · S · $1,001 - $15,000	Feb 19, 2025	Sep 14, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · S (partial) · $1,001 - $15,000	Feb 19, 2025	Sep 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.

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