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 - $100,000UnavailableUnavailable$80.45Sep 16, 2026Unavailable
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
COTYJointNoneUnavailableUnavailable$2.63Sep 16, 2026Unavailable
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 - $100,000UnavailableUnavailable$106.30Sep 16, 2026Unavailable
VLYJoint$1,001 - $15,000UnavailableUnavailable$13.54Sep 16, 2026Unavailable
MSFTJoint$5,000,001 - $25,000,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
MMMJoint$1,001 - $15,000UnavailableUnavailable$162.65Sep 16, 2026Unavailable
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 ⇒ 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
AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 170 · Annual
joint · P · $1,001 - $15,000

Jun 28, 2024Sep 14, 2026
AVGO — Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 171 · Annual
joint · P · $1,001 - $15,000

Jun 28, 2024Sep 14, 2026
NVDA — Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 172 · Annual
joint · P · $1,001 - $15,000

Jun 28, 2024Sep 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 184 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 28, 2024Sep 14, 2026
DE — Morgan Stanley - Select UMA Account # 1 ⇒ Deere & Company Common Stock (DE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 185 · Annual
joint · S · $1,001 - $15,000

Jun 28, 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 186 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 28, 2024Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 28, 2024Sep 12, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 28, 2024Sep 12, 2026
DE — Deere & Company Common Stock (DE) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 28, 2024Sep 12, 2026
LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 65 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 28, 2024Sep 12, 2026
MAR — Marriott International - Class A Common Stock (MAR) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 69 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 28, 2024Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 74 · Ptr
joint · P · $1,001 - $15,000

Jun 28, 2024Sep 12, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 81 · Ptr
joint · P · $1,001 - $15,000

Jun 28, 2024Sep 12, 2026
STRL — Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 173 · Annual
joint · P · $1,001 - $15,000

Jun 27, 2024Sep 14, 2026
AEIS — Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 174 · Annual
joint · P · $1,001 - $15,000

Jun 27, 2024Sep 14, 2026
PRIM — Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services Corporation (PRIM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 187 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 27, 2024Sep 14, 2026
SPXC — Morgan Stanley - Select UMA Account # 1 ⇒ SPX Technologies, Inc. Common Stock (SPXC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 188 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 27, 2024Sep 14, 2026
AEIS — Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 27, 2024Sep 12, 2026
PRIM — Primoris Services Corporation (PRIM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 85 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 27, 2024Sep 12, 2026
SPXC — SPX Technologies, Inc. Common Stock (SPXC) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 103 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 27, 2024Sep 12, 2026
STRL — Sterling Infrastructure, Inc. - Common Stock (STRL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 105 · Ptr
joint · P · $1,001 - $15,000

Jun 27, 2024Sep 12, 2026
TEL — Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 175 · Annual
joint · P · $1,001 - $15,000

Jun 26, 2024Sep 14, 2026
ABNB — Morgan Stanley - Select UMA Account # 1 ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 189 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 26, 2024Sep 14, 2026
CRM — Morgan Stanley - Select UMA Account # 1 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 190 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 26, 2024Sep 14, 2026
ABNB — Airbnb, Inc. - Class A Common Stock (ABNB) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 26, 2024Sep 12, 2026
CRM — Salesforce, Inc. Common Stock (CRM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 26, 2024Sep 12, 2026
TEL — TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 109 · Ptr
joint · P · $1,001 - $15,000

Jun 26, 2024Sep 12, 2026
TEL — Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 176 · Annual
joint · P · $1,001 - $15,000

Jun 25, 2024Sep 14, 2026
ISRG — Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 177 · Annual
joint · P · $1,001 - $15,000

Jun 25, 2024Sep 14, 2026
VZ — Morgan Stanley - Select UMA Account # 1 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 191 · Annual
joint · S · $1,001 - $15,000

Jun 25, 2024Sep 14, 2026
ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 58 · Ptr
joint · P · $1,001 - $15,000

Jun 25, 2024Sep 12, 2026
TEL — TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 110 · Ptr
joint · P · $1,001 - $15,000

Jun 25, 2024Sep 12, 2026
VZ — Verizon Communications Inc. Common Stock (VZ) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 25, 2024Sep 12, 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 192 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 193 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 14, 2026
SCHW — Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 194 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 14, 2026
SKY — Morgan Stanley - Select UMA Account # 1 ⇒ Skyline Champion Corporation Common Stock (SKY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 195 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 196 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 14, 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 197 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 198 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 199 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 14, 2026
MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 200 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 201 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 202 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 203 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 204 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 205 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 206 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 207 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 2024Sep 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 208 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 21, 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
Aug 10, 2026Josh Gottheimer — Annual report filed 2026-08-10
Annual		Dec 31, 2025Needs review
Aug 10, 2026Josh Gottheimer — PTR filed 2026-08-10
Ptr		Not establishedParsed
Jul 7, 2026Josh Gottheimer — PTR filed 2026-07-07
Ptr		Not establishedParsed
Jun 3, 2026Josh Gottheimer — PTR filed 2026-06-03
Ptr		Not establishedParsed
May 19, 2026Josh Gottheimer — PTR filed 2026-05-19
Ptr		Not establishedParsed
Apr 8, 2026Josh Gottheimer — PTR filed 2026-04-08
Ptr		Not establishedParsed
Mar 31, 2026Josh Gottheimer — Financial disclosure (X) filed 2026-03-31
Financial		Not establishedParsed
Mar 16, 2026Josh Gottheimer — PTR filed 2026-03-16
Ptr		Not establishedParsed
Feb 26, 2026Josh Gottheimer — PTR filed 2026-02-26
Ptr		Not establishedParsed
Jan 14, 2026Josh Gottheimer — PTR filed 2026-01-14
Ptr		Not establishedParsed
Dec 29, 2025Josh Gottheimer — PTR filed 2025-12-29
Ptr		Not establishedParsed
Nov 17, 2025Josh Gottheimer — PTR filed 2025-11-17
Ptr		Not establishedParsed
Oct 15, 2025Josh Gottheimer — PTR filed 2025-10-15
Ptr		Not establishedParsed
Sep 5, 2025Josh Gottheimer — PTR filed 2025-09-05
Ptr		Not establishedParsed
Aug 11, 2025Josh Gottheimer — Annual report filed 2025-08-11
Annual		Dec 31, 2024Needs review
Aug 11, 2025Josh Gottheimer — PTR filed 2025-08-11
Ptr		Not establishedParsed
Jul 16, 2025Josh Gottheimer — PTR filed 2025-07-16
Ptr		Not establishedParsed
Jun 11, 2025Josh Gottheimer — PTR filed 2025-06-11
Ptr		Not establishedParsed
May 14, 2025Josh Gottheimer — PTR filed 2025-05-14
Ptr		Not establishedParsed
Apr 17, 2025Josh Gottheimer — Financial disclosure (X) filed 2025-04-17
Financial		Not establishedParsed
Apr 10, 2025Josh Gottheimer — PTR filed 2025-04-10
Ptr		Not establishedParsed
Mar 6, 2025Josh Gottheimer — PTR filed 2025-03-06
Ptr		Not establishedParsed
Feb 10, 2025Josh Gottheimer — PTR filed 2025-02-10
Ptr		Not establishedParsed
Jan 14, 2025Josh Gottheimer — PTR filed 2025-01-14
Ptr		Not establishedParsed
Dec 5, 2024Josh Gottheimer — PTR filed 2024-12-05
Ptr		Not establishedParsed
Nov 6, 2024Josh Gottheimer — PTR filed 2024-11-06
Ptr		Not establishedParsed
Oct 3, 2024Josh Gottheimer — PTR filed 2024-10-03
Ptr		Not establishedParsed
Sep 11, 2024Josh Gottheimer — PTR filed 2024-09-11
Ptr		Not establishedParsed
Aug 15, 2024Josh Gottheimer — PTR filed 2024-08-15
Ptr		Not establishedParsed
Aug 13, 2024Josh Gottheimer — Annual report filed 2024-08-13
Annual		Dec 31, 2023Needs review
Jul 9, 2024Josh Gottheimer — PTR filed 2024-07-09
Ptr		Not establishedParsed
Jun 8, 2024Josh Gottheimer — PTR filed 2024-06-08
Ptr		Not establishedParsed
May 15, 2024Josh Gottheimer — PTR filed 2024-05-15
Ptr		Not establishedParsed
Apr 16, 2024Josh Gottheimer — Financial disclosure (X) filed 2024-04-16
Financial		Not establishedParsed
Apr 7, 2024Josh Gottheimer — PTR filed 2024-04-07
Ptr		Not establishedParsed
Mar 7, 2024Josh Gottheimer — PTR filed 2024-03-07
Ptr		Not establishedParsed
Feb 15, 2024Josh Gottheimer — PTR filed 2024-02-15
Ptr		Not establishedParsed
Jan 7, 2024Josh Gottheimer — PTR filed 2024-01-07
Ptr		Not establishedParsed
Dec 8, 2023Josh Gottheimer — PTR filed 2023-12-08
Ptr		Not establishedParsed
Nov 11, 2023Josh Gottheimer — PTR filed 2023-11-11
Ptr		Not establishedParsed
Oct 15, 2023Josh Gottheimer — PTR filed 2023-10-15
Ptr		Not establishedParsed
Sep 16, 2023Josh Gottheimer — PTR filed 2023-09-16
Ptr		Not establishedParsed
Aug 21, 2023Josh Gottheimer — PTR filed 2023-08-21
Ptr		Not establishedParsed
Aug 13, 2023Josh Gottheimer — Annual report filed 2023-08-13
Annual		Dec 31, 2022Needs review
Jul 11, 2023Josh Gottheimer — PTR filed 2023-07-11
Ptr		Not establishedParsed
Jun 11, 2023Josh Gottheimer — PTR filed 2023-06-11
Ptr		Not establishedParsed
May 19, 2023Josh Gottheimer — PTR filed 2023-05-19
Ptr		Not establishedParsed
May 1, 2023Josh Gottheimer — Financial disclosure (X) filed 2023-05-01
Financial		Not establishedParsed
Apr 20, 2023Josh Gottheimer — PTR filed 2023-04-20
Ptr		Not establishedParsed
Mar 17, 2023Josh Gottheimer — PTR filed 2023-03-17
Ptr		Not establishedParsed