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).
  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

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).
  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.

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).
  • 3512 annual source rows remain unresolved or superseded; excluded from usable transactions.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
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 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST]joint91.267396760209901893680127777281.31
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. Unreconciled 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 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
DHI — Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

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

$1,001 - $15,000

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

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

$1,001 - $15,000

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

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

$1,001 - $15,000

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

Jun 18, 2024Sep 14, 2026
AMD — Advanced Micro Devices, Inc. (AMD) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
ALGT — Allegiant Travel Company - Common Stock (ALGT) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
ABEV — Ambev S.A. American Depositary Shares (ABEV) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
ATRC — AtriCure, Inc. - Common Stock (ATRC) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
XYZ — Block, Inc. Class A Common Stock, (SQ) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
DHI — D.R. Horton, Inc. Common Stock (DHI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 32 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
DASTY — DASSAULT SYSTEMES SA ADR (DASTY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
DEO — Diageo plc Common Stock (DEO) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
DAVA — Endava plc American Depositary Shares (DAVA) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 39 · Ptr
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
FLYW — Flywire Corporation - Voting Common Stock (FLYW) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
FCX — Freeport-McMoRan, Inc. Common Stock (FCX) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 45 · Ptr
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
GMAB — Genmab A/S - American Depositary Shares (GMAB) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Ptr
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
IART — Integra LifeSciences Holdings Corporation - Common Stock (IART) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
NOC — Northrop Grumman Corporation Common Stock (NOC) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 80 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
PPBI — Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 82 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
TLK — PT Telekomunikasi Indonesia, Tbk (TLK) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 88 · Ptr
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
SGIOY — Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 96 · Ptr
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
SHLS — Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 97 · Ptr
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
SONY — Sony Group Corporation American Depositary Shares (SONY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 100 · Ptr
joint · S · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
SWTX — SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 18, 2024Sep 12, 2026
SBUX — Starbucks Corporation - Common Stock (SBUX) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 104 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
VIAV — Viavi Solutions Inc. - Common Stock (VIAV) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 119 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
XP — XP Inc. - Class A Common Stock (XP) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 120 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 18, 2024Sep 12, 2026
PYCR — Morgan Stanley - Select UMA Account # 1 ⇒ Paycor HCM, Inc. - Common Stock (PYCR) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

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

Jun 14, 2024Sep 14, 2026
PYCR — Paycor HCM, Inc. - Common Stock (PYCR) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 84 · Ptr
joint · S · $1,001 - $15,000

Jun 14, 2024Sep 12, 2026
ADBE — Morgan Stanley - Select UMA Account # 1 ⇒ Adobe Inc. - Common Stock (ADBE) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 290 · Annual
joint · S · $1,001 - $15,000

Jun 13, 2024Sep 14, 2026
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jun 13, 2024Sep 12, 2026
GBOOY — Morgan Stanley - Select UMA Account # 1 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 183 · Annual
joint · P · $1,001 - $15,000

Jun 12, 2024Sep 14, 2026
IFNNY — Morgan Stanley - Select UMA Account # 1 ⇒ Infineon Technologies AG (IFNNY) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 291 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 12, 2024Sep 14, 2026
GBOOY — Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 12, 2024Sep 12, 2026
IFNNY — Infineon Technologies AG (IFNNY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 54 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 12, 2024Sep 12, 2026
MAR — Morgan Stanley - Select UMA Account # 1 ⇒ Marriott International - Class A Common Stock (MAR) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 292 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 7, 2024Sep 14, 2026
MAR — Marriott International - Class A Common Stock (MAR) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 68 · Ptr
joint · S (partial) · $1,001 - $15,000

Jun 7, 2024Sep 12, 2026
BOOT — Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings, Inc. Common Stock (BOOT) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 293 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 6, 2024Sep 14, 2026
BOOT — Boot Barn Holdings, Inc. Common Stock (BOOT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 6, 2024Sep 12, 2026
CRM — Morgan Stanley - Select UMA Account # 1 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 155 · Annual
joint · S (partial) · $1,001 - $15,000

May 30, 2024Sep 14, 2026
CRM — Salesforce, Inc. Common Stock (CRM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

May 30, 2024Sep 12, 2026
BWIN — Morgan Stanley - Select UMA Account # 1 ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 141 · Annual
joint · P · $1,001 - $15,000

May 29, 2024Sep 14, 2026
AMSF — Morgan Stanley - Select UMA Account # 1 ⇒ AMERISAFE, Inc. - Common Stock (AMSF) [ST]JointSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 156 · Annual
joint · S · $1,001 - $15,000

May 29, 2024Sep 14, 2026
AMSF — AMERISAFE, Inc. - Common Stock (AMSF) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

May 29, 2024Sep 12, 2026
BWIN — The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

May 29, 2024Sep 12, 2026
INSM — Morgan Stanley - Select UMA Account # 1 ⇒ Insmed Incorporated - Common Stock (INSM) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 157 · Annual
joint · S (partial) · $1,001 - $15,000

May 28, 2024Sep 14, 2026
INSM — Insmed Incorporated - Common Stock (INSM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
joint · S (partial) · $1,001 - $15,000

May 28, 2024Sep 12, 2026
META — Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 158 · Annual
joint · S (partial) · $1,001 - $15,000

May 23, 2024Sep 14, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
joint · S (partial) · $1,001 - $15,000

May 23, 2024Sep 12, 2026
NTDOY — Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 142 · Annual
joint · P · $1,001 - $15,000

May 22, 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