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
WPPNot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
CRCLJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
AKAMJointNoneUnavailableUnavailable$104.48Sep 16, 2026Unavailable
ALLYJoint$1,001 - $15,000UnavailableUnavailable$40.31Sep 16, 2026Unavailable
AMZNJoint$100,001 - $250,000UnavailableUnavailable$245.96Sep 16, 2026Unavailable
AAPLJoint$500,001 - $1,000,000UnavailableUnavailable$332.41Sep 16, 2026Unavailable
TJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
COTYJointNoneUnavailableUnavailableUnavailableUnavailable
DRIJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
DVMTJointNoneUnavailableUnavailableUnavailableUnavailable
DLTRJoint$15,001 - $50,000UnavailableUnavailable$112.40Sep 16, 2026Unavailable
LLYJoint$50,001 - $100,000UnavailableUnavailable$1137.82Sep 16, 2026Unavailable
FISJointNoneUnavailableUnavailable$36.85Sep 16, 2026Unavailable
FJoint$15,001 - $50,000UnavailableUnavailable$13.35Sep 16, 2026Unavailable
GSJoint$15,001 - $50,000UnavailableUnavailable$937.98Sep 16, 2026Unavailable
HDJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
MKTXJoint$1,001 - $15,000UnavailableUnavailable$163.35Sep 16, 2026Unavailable
MLMJoint$15,001 - $50,000UnavailableUnavailable$496.76Sep 16, 2026Unavailable
METAJoint$250,001 - $500,000UnavailableUnavailable$673.31Sep 16, 2026Unavailable
MSFTJoint$1,000,001 - $5,000,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
PFGCJoint$15,001 - $50,000UnavailableUnavailable$91.06Sep 16, 2026Unavailable
PFEJointNoneUnavailableUnavailable$27.46Sep 16, 2026Unavailable
SYFJoint$15,001 - $50,000UnavailableUnavailable$74.88Sep 16, 2026Unavailable
TSCOJoint$15,001 - $50,000UnavailableUnavailable$32.78Sep 16, 2026Unavailable
UALJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
VLYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MSFTJoint$5,000,001 - $25,000,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
MMMJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ABTJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ABBVJoint$1,001 - $15,000UnavailableUnavailable$262.51Sep 16, 2026Unavailable
AEISJoint$1,001 - $15,000UnavailableUnavailable$252.22Sep 16, 2026Unavailable
AGIOJoint$1,001 - $15,000UnavailableUnavailable$32.95Sep 16, 2026Unavailable
ADCJoint$1,001 - $15,000UnavailableUnavailable$68.50Sep 16, 2026Unavailable
AAGIYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
APDJoint$1,001 - $15,000UnavailableUnavailable$287.08Sep 16, 2026Unavailable
ALCJoint$1,001 - $15,000UnavailableUnavailable$66.30Sep 16, 2026Unavailable
ALFVYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BABAJoint$1,001 - $15,000UnavailableUnavailable$107.27Sep 16, 2026Unavailable
ALGMJoint$1,001 - $15,000UnavailableUnavailable$33.02Sep 16, 2026Unavailable
GOOGJoint$50,001 - $100,000UnavailableUnavailable$339.36Sep 16, 2026Unavailable
ABEVJointNoneUnavailableUnavailableUnavailableUnavailable
ABCBJoint$1,001 - $15,000UnavailableUnavailable$83.72Sep 16, 2026Unavailable
APHJoint$1,001 - $15,000UnavailableUnavailable$77.26Sep 16, 2026Unavailable
APPFJoint$1,001 - $15,000UnavailableUnavailable$221.17Sep 16, 2026Unavailable
AAPLJoint$50,001 - $100,000UnavailableUnavailable$332.41Sep 16, 2026Unavailable
APPJoint$1,001 - $15,000UnavailableUnavailable$326.56Sep 16, 2026Unavailable
ARQTJoint$1,001 - $15,000UnavailableUnavailable$26.14Sep 16, 2026Unavailable
ANETJoint$1,001 - $15,000UnavailableUnavailable$197.54Sep 16, 2026Unavailable
AORTJoint$1,001 - $15,000UnavailableUnavailable$25.02Sep 16, 2026Unavailable
ABGJoint$1,001 - $15,000UnavailableUnavailable$195.21Sep 16, 2026Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST]joint34.406313163892831032554939157058.46
Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST]joint118.40313748705046618321740429194.00
Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]joint11.873348965599121427087352713935.54
Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]joint34.388566516226090694175800567770.10
Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]joint7.47808124427495186286056119511901.22
Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST]joint343.22179322179322179322179329895.08
Morgan Stanley - Select UMA Account # 1 ⇒ BioMarin Pharmaceutical Inc. (BMRN) [ST]joint91.236172881742501995666552635880.17
Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]joint30.5060869273665758621795731615764.33
Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST]joint80.935761254425897824987354589855.55
Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST]joint150.92435389549141671382757978418.56
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]joint38.692750398994051361416066169382.61
Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST]joint84.1007042993797960685377903913987.63
Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]joint55.547455391237936540998403117787.75
Morgan Stanley - Select UMA Account # 1 ⇒ Emergent Biosolutions, Inc. (EBS) [ST]joint89.29129464285714285714285714567.89
Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST]joint809.880388736606030401196112640016.19
Federal Signal Corporation Common Stock (FSS) [ST]joint68.014112046246705772336988867691.04
Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]joint371.179762448606669712197350453290.28
Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST]joint91.633260794868858091856602916844.09
Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]joint239.007329509241555130656469181604.27
Goldman Sachs Group, Inc. (GS) [ST]joint19.0026479057841417652945250118559.32
Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST]joint372.63623660922217047042384729502.22
Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]joint7.92874485902581636192458252810065.78
Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST]joint45.929731901946150754922785466142.18
Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST]joint791.34520276953511374876360047312.03
Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST]joint173.24599393676916414032048518515.04
Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST]joint56.076960818672460923810191358741.28
Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) [ST]joint63.215075853350189633375474088387.38
Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST]joint48.105946725993626360411280147380.90
Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST]joint134.767374357273179631779731326227.08
Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST]joint26.177076857638320845466740836617.04
Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST]joint365.486523526724531749657377810434.64
Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST]joint188.513195098963242224316682411908.38
Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]joint56.9974220024201609933182511730279.88
Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST]joint445.71030640668523676880222848290.21
Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) [ST]joint73.784930369823849488149036245223.97
Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST]joint462.45664739884393063583815036201.54
Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO) [ST]joint99.968761714357116081469448969722.96
Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST]joint265.00496853262669758198078835488.25
boston beer Company, Inc. (SAM) [ST]joint3.73611815591212827805626989639.88
Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]joint325.297767991192072865579021135063.85
Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST]joint49.701807790271479157607007526454.28
Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST]joint61.2127008416220351951032899813464.96
Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST]joint198.17934109487243002229378257610.09
Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]joint312.519531257475.47
Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]joint13.777100446005751579962459757691.20
Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST]joint39.990502849145256423073078087130.71
Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST]joint88.364258891097857300640600848639.37
Twilio Inc. Class A Common Stock (TWLO) [ST]joint42.1811567459271366056835556510214.59
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST]joint59.94011976047904191616766467288.31
Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST]joint56.93970420932878270762229807282.42
Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) [ST]joint670.725272759792523698801645571713.95
Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST]joint69.545375521557719054242002789559.71
Valley National Bancorp (VLY) [ST]joint81.16299431377616955285603511120.05
Exxon Mobil Corporation Common Stock (XOM) [ST]joint112.014683065921959247360384018966.33
Wealthfront ⇒ Bank of America Corporation (BAC) [ST]not_reported145.46363636363636363636363648658.00
Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]not_reported9.2776631027205046733307048268362.42

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

3975 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
ABBV — AbbVie Inc. Common Stock (ABBV) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
AEIS — Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
CDRE — Cadre Holdings, Inc. Common Stock (CDRE) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
GLW — Corning Incorporated Common Stock (GLW) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 40 · Ptr
joint · S · $15,001 - $50,000

Apr 17, 2025Sep 11, 2026
EPAC — Enerpac Tool Group Corp. Common Stock (EPAC) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 48 · Ptr
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 11, 2026
HLMN — Hillman Solutions Corp. - Common Stock (HLMN) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
PAR — PAR Technology Corporation Common Stock (PAR) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
CRM — Salesforce, Inc. Common Stock (CRM) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 92 · Ptr
joint · S · $1,001 - $15,000

Apr 17, 2025Sep 11, 2026
SBUX — Starbucks Corporation - Common Stock (SBUX) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 101 · Ptr
joint · S (partial) · $1,001 - $15,000

Apr 17, 2025Sep 11, 2026
TEL — TE Connectivity plc Ordinary Shares (TEL) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 107 · Ptr
joint · S · $15,001 - $50,000

Apr 17, 2025Sep 11, 2026
THR — Thermon Group Holdings, Inc. Common Stock (THR) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
TWLO — Twilio Inc. Class A Common Stock (TWLO) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
USPH — U.S. Physical Therapy, Inc. Common Stock (USPH) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 17, 2025Sep 11, 2026
UNP — Union Pacific Corporation Common Stock (UNP) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 118 · Ptr
joint · S (partial) · $1,001 - $15,000

Apr 17, 2025Sep 11, 2026
APP — Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 261 · Annual
joint · S · $1,001 - $15,000

Apr 16, 2025Sep 14, 2026
APP — Applovin Corporation - Class A Common Stock (APP) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 16, 2025Sep 11, 2026
APP — Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 262 · Annual
joint · S (partial) · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 263 · Annual
joint · S (partial) · $1,001 - $15,000

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

$1,001 - $15,000

Original ↗ · Row 264 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 14, 2025Sep 14, 2026
APP — Applovin Corporation - Class A Common Stock (APP) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 14, 2025Sep 11, 2026
BX — Blackstone Inc. Common Stock (BX) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Apr 14, 2025Sep 11, 2026
KKR — KKR & Co. Inc. Common Stock (KKR) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 67 · Ptr
joint · S (partial) · $1,001 - $15,000

Apr 14, 2025Sep 11, 2026
SMNNY — Morgan Stanley - Select UMA Account # 1 ⇒ SHIMANO INC UNSP/ADR (SMNNY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 265 · Annual
joint · S · $1,001 - $15,000

Apr 11, 2025Sep 14, 2026
SMNNY — SHIMANO INC UNSP/ADR (SMNNY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

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

$1,001 - $15,000

Original ↗ · Row 246 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
TXN — Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
SF — Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial Corporation Common Stock (SF) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
SONY — Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
SKY — Morgan Stanley - Select UMA Account # 1 ⇒ Champion Homes, Inc. Common Stock (SKY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
PGR — Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
PATK — Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. - Common Stock (PATK) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
NOC — Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
NSC — Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
NSRGY — Morgan Stanley - Select UMA Account # 1 ⇒ NESTLE S.A S/ADR (NSRGY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
LOW — Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 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 276 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
LRLCY — Morgan Stanley - Select UMA Account # 1 ⇒ L'Oreal Co. American Depositary Shares (LRLCY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
JNJ — Morgan Stanley - Select UMA Account # 1 ⇒ Johnson & Johnson Common Stock (JNJ) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
FAST — Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company - Common Stock (FAST) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
GLW — Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
KO — Morgan Stanley - Select UMA Account # 1 ⇒ Coca-Cola Company (KO) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
CSCO — Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
CINF — Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation - Common Stock (CINF) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
BCPC — Morgan Stanley - Select UMA Account # 1 ⇒ Balchem Corporation - Common Stock (BCPC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 285 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
APD — Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 286 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
HLN — Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 287 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
BLK — Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. Common Stock (BLK) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 288 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
DASH — Morgan Stanley - Select UMA Account # 1 ⇒ DoorDash, Inc. - Common Stock (DASH) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 289 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 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