Elected Trades

All politicians

Josh Gottheimer

Updated Sep 14, 2026

Democrat · House NJ05

Wikipedia biography ↗Years Elected: About 9.7Rank: #59

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

-0.39%

Cumulative estimated return

SPY: 14.60%
Outperformance: -14.99 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 341 rows without a saved price.
  • 678 sales exceeding observed holdings (unmatched amount omitted).
  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

43.07%

Cumulative estimated return

SPY: 70.83%
Outperformance: -27.76 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 341 rows without a saved price.
  • 678 sales exceeding observed holdings (unmatched amount omitted).
  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

51.28%

Cumulative estimated return

SPY: 69.11%
Outperformance: -17.83 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 341 rows without a saved price.
  • 678 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  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.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
ETNJoint$1,001 - $15,000UnavailableUnavailable$409.46Sep 17, 2026Unavailable
EWJointNoneUnavailableUnavailable$88.25Sep 17, 2026Unavailable
XNGSYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LLYJoint$15,001 - $50,000UnavailableUnavailable$1152.44Sep 17, 2026Unavailable
DAVAJointNoneUnavailableUnavailableUnavailableUnavailable
EPACJoint$1 - $1,000UnavailableUnavailable$35.60Sep 17, 2026Unavailable
EPOAYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
FICOJoint$1,001 - $15,000UnavailableUnavailable$966.30Sep 17, 2026Unavailable
FASTJoint$15,001 - $50,000UnavailableUnavailable$49.18Sep 17, 2026Unavailable
FISJointNoneUnavailableUnavailable$36.43Sep 17, 2026Unavailable
FWRGJoint$1,001 - $15,000UnavailableUnavailable$10.10Sep 17, 2026Unavailable
FIJointNoneUnavailableUnavailableUnavailableUnavailable
FLYWJointNoneUnavailableUnavailableUnavailableUnavailable
FMXJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GTESJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GMABJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GBCIJoint$1,001 - $15,000UnavailableUnavailable$44.72Sep 17, 2026Unavailable
GMEDJoint$1,001 - $15,000UnavailableUnavailable$74.16Sep 17, 2026Unavailable
GSJoint$1,001 - $15,000UnavailableUnavailable$951.47Sep 17, 2026Unavailable
LOPEJoint$1,001 - $15,000UnavailableUnavailable$152.41Sep 17, 2026Unavailable
GBOOYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HSHCYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HLNJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HALOJoint$1,001 - $15,000UnavailableUnavailable$109.68Sep 17, 2026Unavailable
HDBJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HQYJoint$1,001 - $15,000UnavailableUnavailable$94.51Sep 17, 2026Unavailable
HDJointNoneUnavailableUnavailableUnavailableUnavailable
HMNJoint$1,001 - $15,000UnavailableUnavailable$48.56Sep 17, 2026Unavailable
HLIJoint$1,001 - $15,000UnavailableUnavailable$132.66Sep 17, 2026Unavailable
HUBSJointNoneUnavailableUnavailable$229.58Sep 17, 2026Unavailable
ICFIJointNoneUnavailableUnavailable$86.68Sep 17, 2026Unavailable
ICUIJoint$1,001 - $15,000UnavailableUnavailable$152.91Sep 17, 2026Unavailable
IDAJoint$1,001 - $15,000UnavailableUnavailable$133.24Sep 17, 2026Unavailable
IRTJoint$1,001 - $15,000UnavailableUnavailable$15.05Sep 17, 2026Unavailable
INDBJoint$1,001 - $15,000UnavailableUnavailable$82.42Sep 17, 2026Unavailable
IFNNYJointNoneUnavailableUnavailableUnavailableUnavailable
INSMJoint$1,001 - $15,000UnavailableUnavailable$123.98Sep 17, 2026Unavailable
INTAJoint$1,001 - $15,000UnavailableUnavailable$36.69Sep 17, 2026Unavailable
ICEJointNoneUnavailableUnavailable$153.30Sep 17, 2026Unavailable
IBMJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ITCIJointNoneUnavailableUnavailableUnavailableUnavailable
INTUJoint$1,001 - $15,000UnavailableUnavailable$313.13Sep 17, 2026Unavailable
ISRGJoint$1,001 - $15,000UnavailableUnavailable$383.54Sep 17, 2026Unavailable
ITTJoint$1,001 - $15,000UnavailableUnavailable$202.81Sep 17, 2026Unavailable
JNJJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
KKRJointNoneUnavailableUnavailable$98.19Sep 17, 2026Unavailable
KMTUYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
AIQUYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LRLCYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LZBJoint$1,001 - $15,000UnavailableUnavailable$29.58Sep 17, 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
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 ⇒ 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
Not reportedJointOct 18, 2021$50.41Nov 5, 2021$33.11-34.32%
Not reportedJointOct 18, 2021$47.07Oct 28, 2021$44.62-5.21%
Not reportedJointOct 18, 2021$183.58Oct 19, 2021$184.660.59%

All trades

3969 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
AMD — Advanced Micro Devices, Inc. (AMD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 24, 2024Sep 12, 2026
AGIO — Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 24, 2024Sep 12, 2026
ABG — Asbury Automotive Group Inc Common Stock (ABG) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Ptr
joint · P · $1,001 - $15,000

Jan 24, 2024Sep 12, 2026
CHRD — Chord Energy Corporation - Common Stock (CHRD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 24, 2024Sep 12, 2026
LAD — Lithia Motors, Inc. Common Stock (LAD) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jan 24, 2024Sep 12, 2026
LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 24, 2024Sep 12, 2026
MEDP — Medpace Holdings, Inc. - Common Stock (MEDP) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 24, 2024Sep 12, 2026
TPH — Tri Pointe Homes, Inc. Common Stock (TPH) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Ptr
joint · P · $1,001 - $15,000

Jan 24, 2024Sep 12, 2026
APD — Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Annual
joint · P · $1,001 - $15,000

Jan 18, 2024Sep 14, 2026
TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Annual
joint · P · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 33 · Annual
joint · S (partial) · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 34 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 18, 2024Sep 14, 2026
APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 18, 2024Sep 12, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 18, 2024Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 18, 2024Sep 12, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 18, 2024Sep 12, 2026
SCHW — Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Annual
joint · P · $1,001 - $15,000

Jan 12, 2024Sep 14, 2026
SCHW — Charles Schwab Corporation (SCHW) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 12, 2024Sep 12, 2026
HSHCY — Morgan Stanley - Select UMA Account # 1 ⇒ HAIER SMART HOME U/ADR (HSHCY) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
PYCR — Morgan Stanley - Select UMA Account # 1 ⇒ Paycor HCM, Inc. - Common Stock (PYCR) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
ALGM — Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
PNGAY — Morgan Stanley - Select UMA Account # 1 ⇒ PING AN INS CO OF CHINA (PNGAY) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
GTLS — Morgan Stanley - Select UMA Account # 1 ⇒ Chart Industries, Inc. (GTLS) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Annual
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 14, 2026
SHLS — Morgan Stanley - Select UMA Account # 1 ⇒ Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
XNGSY — Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
PTEN — Morgan Stanley - Select UMA Account # 1 ⇒ Patterson-UTI Energy, Inc. - Common Stock (PTEN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
ALNY — Morgan Stanley - Select UMA Account # 1 ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
ON — Morgan Stanley - Select UMA Account # 1 ⇒ ON Semiconductor Corporation - Common Stock (ON) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 14, 2026
OCFC — Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. - Common Stock (OCFC) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 22 · Annual
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 14, 2026
SSDOY — Morgan Stanley - Select UMA Account # 1 ⇒ Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 23 · Annual
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 14, 2026
HELE — Morgan Stanley - Select UMA Account # 1 ⇒ Helen of Troy Limited - Common Stock (HELE) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 24 · Annual
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 14, 2026
BAP — Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. Common Stock (BAP) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Annual
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 14, 2026
NCLTY — Morgan Stanley - Select UMA Account # 1 ⇒ NITORI HOLDINGS CO U/ADR (NCLTY) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Annual
joint · S · $1,001 - $15,000

Jan 11, 2024Sep 14, 2026
ALGM — Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 12, 2026
ALNY — Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 12, 2026
GTLS — Chart Industries, Inc. (GTLS) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 12, 2026
BAP — Credicorp Ltd. Common Stock (BAP) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 12, 2026
XNGSY — EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 12, 2026
HSHCY — HAIER SMART HOME U/ADR (HSHCY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
HELE — Helen of Troy Limited - Common Stock (HELE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 12, 2026
NCLTY — NITORI HOLDINGS CO U/ADR (NCLTY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 24 · Ptr
joint · S · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
OCFC — OceanFirst Financial Corp. - Common Stock (OCFC) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Ptr
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
ON — ON Semiconductor Corporation - Common Stock (ON) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Ptr
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
PTEN — Patterson-UTI Energy, Inc. - Common Stock (PTEN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 28 · Ptr
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
PYCR — Paycor HCM, Inc. - Common Stock (PYCR) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 29 · Ptr
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
PNGAY — PING AN INS CO OF CHINA (PNGAY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 30 · Ptr
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
SSDOY — Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 32 · Ptr
joint · P · $1,001 - $15,000

Jan 11, 2024Sep 12, 2026
SHLS — Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 11, 2024Sep 12, 2026
LOPE — Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. - Common Stock (LOPE) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 9, 2024Sep 14, 2026
LOPE — Grand Canyon Education, Inc. - Common Stock (LOPE) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 9, 2024Sep 12, 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