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
ETNJoint$1,001 - $15,000UnavailableUnavailable$397.80Sep 16, 2026Unavailable
EWJointNoneUnavailableUnavailable$89.28Sep 16, 2026Unavailable
XNGSYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LLYJoint$15,001 - $50,000UnavailableUnavailable$1137.82Sep 16, 2026Unavailable
DAVAJointNoneUnavailableUnavailableUnavailableUnavailable
EPACJoint$1 - $1,000UnavailableUnavailable$35.84Sep 16, 2026Unavailable
EPOAYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
FICOJoint$1,001 - $15,000UnavailableUnavailable$991.35Sep 16, 2026Unavailable
FASTJoint$15,001 - $50,000UnavailableUnavailable$49.03Sep 16, 2026Unavailable
FISJointNoneUnavailableUnavailable$36.85Sep 16, 2026Unavailable
FWRGJoint$1,001 - $15,000UnavailableUnavailable$10.43Sep 16, 2026Unavailable
FIJointNoneUnavailableUnavailableUnavailableUnavailable
FLYWJointNoneUnavailableUnavailableUnavailableUnavailable
FMXJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GTESJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GMABJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GBCIJoint$1,001 - $15,000UnavailableUnavailable$44.94Sep 16, 2026Unavailable
GMEDJoint$1,001 - $15,000UnavailableUnavailable$75.26Sep 16, 2026Unavailable
GSJoint$1,001 - $15,000UnavailableUnavailable$937.98Sep 16, 2026Unavailable
LOPEJoint$1,001 - $15,000UnavailableUnavailable$153.87Sep 16, 2026Unavailable
GBOOYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HSHCYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HLNJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HALOJoint$1,001 - $15,000UnavailableUnavailable$108.44Sep 16, 2026Unavailable
HDBJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HQYJoint$1,001 - $15,000UnavailableUnavailable$96.00Sep 16, 2026Unavailable
HDJointNoneUnavailableUnavailableUnavailableUnavailable
HMNJoint$1,001 - $15,000UnavailableUnavailable$49.37Sep 16, 2026Unavailable
HLIJoint$1,001 - $15,000UnavailableUnavailable$130.34Sep 16, 2026Unavailable
HUBSJointNoneUnavailableUnavailable$236.46Sep 16, 2026Unavailable
ICFIJointNoneUnavailableUnavailable$87.46Sep 16, 2026Unavailable
ICUIJoint$1,001 - $15,000UnavailableUnavailable$155.62Sep 16, 2026Unavailable
IDAJoint$1,001 - $15,000UnavailableUnavailable$132.69Sep 16, 2026Unavailable
IRTJoint$1,001 - $15,000UnavailableUnavailable$14.94Sep 16, 2026Unavailable
INDBJoint$1,001 - $15,000UnavailableUnavailable$82.48Sep 16, 2026Unavailable
IFNNYJointNoneUnavailableUnavailableUnavailableUnavailable
INSMJoint$1,001 - $15,000UnavailableUnavailable$122.58Sep 16, 2026Unavailable
INTAJoint$1,001 - $15,000UnavailableUnavailable$37.00Sep 16, 2026Unavailable
ICEJointNoneUnavailableUnavailable$154.10Sep 16, 2026Unavailable
IBMJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ITCIJointNoneUnavailableUnavailableUnavailableUnavailable
INTUJoint$1,001 - $15,000UnavailableUnavailable$318.13Sep 16, 2026Unavailable
ISRGJoint$1,001 - $15,000UnavailableUnavailable$382.29Sep 16, 2026Unavailable
ITTJoint$1,001 - $15,000UnavailableUnavailable$194.50Sep 16, 2026Unavailable
JNJJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
KKRJointNoneUnavailableUnavailable$96.84Sep 16, 2026Unavailable
KMTUYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
AIQUYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LRLCYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
LZBJoint$1,001 - $15,000UnavailableUnavailable$30.18Sep 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

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
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 34 · Ptr
joint · P · $1,001 - $15,000

Jan 16, 2025Sep 11, 2026
MA — Mastercard Incorporated Common Stock (MA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 16, 2025Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 42 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 16, 2025Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 16, 2025Sep 11, 2026
NSRGY — NESTLE S.A S/ADR (NSRGY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 16, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 51 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 16, 2025Sep 11, 2026
PANW — Palo Alto Networks, Inc. (PANW) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 55 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 16, 2025Sep 11, 2026
TLK — PT Telekomunikasi Indonesia, Tbk (TLK) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 16, 2025Sep 11, 2026
SHEL — Shell PLC American Depositary Shares (SHEL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 62 · Ptr
joint · P · $1,001 - $15,000

Jan 16, 2025Sep 11, 2026
TDG — Transdigm Group Incorporated Common Stock (TDG) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 70 · Ptr
joint · S (partial) · $1,001 - $15,000

Jan 16, 2025Sep 11, 2026
UNICY — UNICHARM CORP S/ADR (UNICY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 16, 2025Sep 11, 2026
ISRG — Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 128 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 10, 2025Sep 14, 2026
ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 10, 2025Sep 11, 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 129 · Annual
joint · S (partial) · $1,001 - $15,000

Jan 8, 2025Sep 14, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 8, 2025Sep 11, 2026
SQ — Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (SQ) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 406 · Annual
joint · P · $1,001 - $15,000

Dec 30, 2024Sep 14, 2026
GS — Morgan Stanley - Select UMA Account # 1 ⇒ Goldman Sachs Group, Inc. (GS) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 407 · Annual
joint · P · $1,001 - $15,000

Dec 30, 2024Sep 14, 2026
SQ — Block, Inc. Class A Common Stock, (SQ) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Dec 30, 2024Sep 11, 2026
GS — Goldman Sachs Group, Inc. (GS) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Dec 30, 2024Sep 11, 2026
CDRE — Morgan Stanley - Select UMA Account # 1 ⇒ Cadre Holdings, Inc. Common Stock (CDRE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 418 · Annual
joint · S · $1,001 - $15,000

Dec 27, 2024Sep 14, 2026
CLPBY — Morgan Stanley - Select UMA Account # 1 ⇒ COLOPLAST AS SP/ADR (CLPBY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 419 · Annual
joint · S · $1,001 - $15,000

Dec 27, 2024Sep 14, 2026
ABEV — Morgan Stanley - Select UMA Account # 1 ⇒ Ambev S.A. American Depositary Shares (ABEV) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 420 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 27, 2024Sep 14, 2026
GBOOY — Morgan Stanley - Select UMA Account # 1 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 421 · Annual
joint · S · $1,001 - $15,000

Dec 27, 2024Sep 14, 2026
ABEV — Ambev S.A. American Depositary Shares (ABEV) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
joint · S (partial) · $1,001 - $15,000

Dec 27, 2024Sep 11, 2026
CDRE — Cadre Holdings, Inc. Common Stock (CDRE) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Dec 27, 2024Sep 11, 2026
CLPBY — COLOPLAST AS SP/ADR (CLPBY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Dec 27, 2024Sep 11, 2026
GBOOY — Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Dec 27, 2024Sep 11, 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 422 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 23, 2024Sep 14, 2026
ISRG — Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 423 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 23, 2024Sep 14, 2026
ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Dec 23, 2024Sep 11, 2026
TT — Trane Technologies plc (TT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Dec 23, 2024Sep 11, 2026
WMT — Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 408 · Annual
joint · P · $1,001 - $15,000

Dec 20, 2024Sep 14, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 54 · Ptr
joint · P · $1,001 - $15,000

Dec 20, 2024Sep 11, 2026
WMT — Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 409 · Annual
joint · P · $1,001 - $15,000

Dec 19, 2024Sep 14, 2026
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 410 · Annual
joint · P · $1,001 - $15,000

Dec 19, 2024Sep 14, 2026
NVDA — Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 424 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 19, 2024Sep 14, 2026
AAPL — Apple Inc. - Common Stock (AAPL) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Dec 19, 2024Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Dec 19, 2024Sep 11, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 55 · Ptr
joint · P · $1,001 - $15,000

Dec 19, 2024Sep 11, 2026
WMT — Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 411 · Annual
joint · P · $1,001 - $15,000

Dec 18, 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 425 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 18, 2024Sep 14, 2026
UBER — Morgan Stanley - Select UMA Account # 1 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 426 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 18, 2024Sep 14, 2026
ORCL — Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation Common Stock (ORCL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 427 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 18, 2024Sep 14, 2026
LLY — Eli Lilly and Company Common Stock (LLY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Dec 18, 2024Sep 11, 2026
ORCL — Oracle Corporation Common Stock (ORCL) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Dec 18, 2024Sep 11, 2026
UBER — Uber Technologies, Inc. Common Stock (UBER) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 49 · Ptr
joint · S (partial) · $1,001 - $15,000

Dec 18, 2024Sep 11, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 53 · Ptr
joint · P · $1,001 - $15,000

Dec 18, 2024Sep 11, 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 428 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 16, 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 429 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 16, 2024Sep 14, 2026
KO — Morgan Stanley - Select UMA Account # 1 ⇒ Coca-Cola Company (KO) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 430 · Annual
joint · S · $1,001 - $15,000

Dec 16, 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