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
LRCXJoint$1,001 - $15,000UnavailableUnavailable$269.23Sep 16, 2026Unavailable
LINJoint$1,001 - $15,000UnavailableUnavailable$462.09Sep 16, 2026Unavailable
LOWJoint$15,001 - $50,000UnavailableUnavailable$194.10Sep 16, 2026Unavailable
MTSIJoint$1,001 - $15,000UnavailableUnavailable$251.75Sep 16, 2026Unavailable
MGYJoint$1,001 - $15,000UnavailableUnavailable$26.10Sep 16, 2026Unavailable
MFCJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MAJoint$15,001 - $50,000UnavailableUnavailable$567.75Sep 16, 2026Unavailable
MTDRJoint$1,001 - $15,000UnavailableUnavailable$57.73Sep 16, 2026Unavailable
MCDJoint$1,001 - $15,000UnavailableUnavailable$248.56Sep 16, 2026Unavailable
MCKJoint$1,001 - $15,000UnavailableUnavailable$887.29Sep 16, 2026Unavailable
MEDPJoint$1,001 - $15,000UnavailableUnavailable$616.44Sep 16, 2026Unavailable
MELIJoint$1,001 - $15,000UnavailableUnavailable$1839.71Sep 16, 2026Unavailable
MRKJointNoneUnavailableUnavailable$144.91Sep 16, 2026Unavailable
METAJoint$15,001 - $50,000UnavailableUnavailable$673.31Sep 16, 2026Unavailable
MSFTJoint$50,001 - $100,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
MTXJoint$1,001 - $15,000UnavailableUnavailable$68.92Sep 16, 2026Unavailable
NTRAJoint$1,001 - $15,000UnavailableUnavailable$345.34Sep 16, 2026Unavailable
NHIJoint$1,001 - $15,000UnavailableUnavailable$68.16Sep 16, 2026Unavailable
NSRGYJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NTESJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NFLXJoint$15,001 - $50,000UnavailableUnavailable$76.41Sep 16, 2026Unavailable
NTDOYJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NSCJoint$15,001 - $50,000UnavailableUnavailable$317.00Sep 16, 2026Unavailable
NOCJoint$15,001 - $50,000UnavailableUnavailable$530.78Sep 16, 2026Unavailable
NWEJoint$1,001 - $15,000UnavailableUnavailable$68.52Sep 16, 2026Unavailable
NOVTJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NVZMYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NVDAJoint$50,001 - $100,000UnavailableUnavailable$213.90Sep 16, 2026Unavailable
OCFCJoint$1,001 - $15,000UnavailableUnavailable$18.25Sep 16, 2026Unavailable
ORCLJoint$1,001 - $15,000UnavailableUnavailable$143.16Sep 16, 2026Unavailable
OXMJoint$1,001 - $15,000UnavailableUnavailable$29.25Sep 16, 2026Unavailable
PPBIJointNoneUnavailableUnavailableUnavailableUnavailable
PANWJoint$1,001 - $15,000UnavailableUnavailable$375.65Sep 16, 2026Unavailable
FNAJointNoneUnavailableUnavailableUnavailableUnavailable
PATKJoint$1,001 - $15,000UnavailableUnavailable$70.41Sep 16, 2026Unavailable
PAYXJoint$15,001 - $50,000UnavailableUnavailable$116.72Sep 16, 2026Unavailable
PYPLJointNoneUnavailableUnavailable$52.71Sep 16, 2026Unavailable
PWPJoint$1,001 - $15,000UnavailableUnavailable$12.75Sep 16, 2026Unavailable
PHRJoint$1,001 - $15,000UnavailableUnavailable$10.24Sep 16, 2026Unavailable
PNGAYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PRIMJoint$1,001 - $15,000UnavailableUnavailable$76.94Sep 16, 2026Unavailable
PGRJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
TLKJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PWRJoint$1,001 - $15,000UnavailableUnavailable$619.28Sep 16, 2026Unavailable
ROLLJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
REGNJointNoneUnavailableUnavailable$774.61Sep 16, 2026Unavailable
RVLVJoint$1,001 - $15,000UnavailableUnavailable$20.61Sep 16, 2026Unavailable
RIOJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
RHHBYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
RTXJoint$1,001 - $15,000UnavailableUnavailable$196.83Sep 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 ⇒ 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. 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
SONY — Sony Group Corporation American Depositary Shares (SONY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 50 · Ptr
joint · P · $1,001 - $15,000

Jul 19, 2024Sep 12, 2026
SWTX — SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jul 19, 2024Sep 12, 2026
VIAV — Viavi Solutions Inc. - Common Stock (VIAV) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jul 19, 2024Sep 12, 2026
MA — Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 319 · Annual
joint · P · $1,001 - $15,000

Jul 18, 2024Sep 14, 2026
MA — Mastercard Incorporated Common Stock (MA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 31 · Ptr
joint · P · $1,001 - $15,000

Jul 18, 2024Sep 12, 2026
LZB — Morgan Stanley - Select UMA Account # 1 ⇒ La-Z-Boy Incorporated Common Stock (LZB) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 320 · Annual
joint · P · $1,001 - $15,000

Jul 16, 2024Sep 14, 2026
LZB — La-Z-Boy Incorporated Common Stock (LZB) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jul 16, 2024Sep 12, 2026
HELE — Morgan Stanley - Select UMA Account # 1 ⇒ Helen of Troy Limited - Common Stock (HELE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 332 · Annual
joint · S · $1,001 - $15,000

Jul 12, 2024Sep 14, 2026
HELE — Helen of Troy Limited - Common Stock (HELE) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jul 12, 2024Sep 12, 2026
MCD — Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 321 · Annual
joint · P · $1,001 - $15,000

Jul 9, 2024Sep 14, 2026
ABNB — Morgan Stanley - Select UMA Account # 1 ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 333 · Annual
joint · S · $1,001 - $15,000

Jul 9, 2024Sep 14, 2026
MAR — Morgan Stanley - Select UMA Account # 1 ⇒ Marriott International - Class A Common Stock (MAR) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 334 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 9, 2024Sep 14, 2026
ALIZY — Morgan Stanley - Select UMA Account # 1 ⇒ ALLIANZ SE UNSP/ADR (ALIZY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 335 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 9, 2024Sep 14, 2026
ABNB — Airbnb, Inc. - Class A Common Stock (ABNB) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jul 9, 2024Sep 12, 2026
ALIZY — ALLIANZ SE UNSP/ADR (ALIZY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 9, 2024Sep 12, 2026
MAR — Marriott International - Class A Common Stock (MAR) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 29 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 9, 2024Sep 12, 2026
MCD — McDonald's Corporation Common Stock (MCD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jul 9, 2024Sep 12, 2026
DBSDY — Morgan Stanley - Select UMA Account # 1 ⇒ DBS GROUP HLDGS LTD S/ADR (DBSDY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 336 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 8, 2024Sep 14, 2026
DBSDY — DBS GROUP HLDGS LTD S/ADR (DBSDY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 8, 2024Sep 12, 2026
SHEL — Morgan Stanley - Select UMA Account # 1 ⇒ Shell PLC American Depositary Shares (SHEL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 322 · Annual
joint · P · $1,001 - $15,000

Jul 5, 2024Sep 14, 2026
TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 337 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 5, 2024Sep 14, 2026
SHEL — Shell PLC American Depositary Shares (SHEL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jul 5, 2024Sep 12, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 5, 2024Sep 12, 2026
GOOG — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 323 · Annual
joint · P · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
LLY — Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 338 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
TT — Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies plc (TT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 339 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
META — Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 340 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
MA — Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 341 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
HUBS — Morgan Stanley - Select UMA Account # 1 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 342 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 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 343 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
NFLX — Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 344 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
APH — Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation Common Stock (APH) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 345 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
MCK — Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation Common Stock (MCK) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 346 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
INTU — Morgan Stanley - Select UMA Account # 1 ⇒ Intuit Inc. - Common Stock (INTU) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 347 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
REGN — Morgan Stanley - Select UMA Account # 1 ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 348 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
AZO — Morgan Stanley - Select UMA Account # 1 ⇒ AutoZone, Inc. Common Stock (AZO) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 349 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
joint · P · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
APH — Amphenol Corporation Common Stock (APH) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 1, 2024Sep 12, 2026
AZO — AutoZone, Inc. Common Stock (AZO) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
HUBS — HubSpot, Inc. Common Stock (HUBS) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
INTU — Intuit Inc. - Common Stock (INTU) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
MA — Mastercard Incorporated Common Stock (MA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 30 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
MCK — McKesson Corporation Common Stock (MCK) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 1, 2024Sep 12, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 1, 2024Sep 12, 2026
NFLX — Netflix, Inc. - Common Stock (NFLX) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
REGN — Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 43 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 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

Jul 1, 2024Sep 12, 2026
TT — Trane Technologies plc (TT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 56 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 1, 2024Sep 12, 2026
MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 169 · Annual
joint · P · $1,001 - $15,000

Jun 28, 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