Elected Trades

All politicians

Josh Gottheimer

Updated Sep 14, 2026

Democrat · House NJ05

Wikipedia biography ↗Years Elected: About 9.7Rank: #55

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

-0.33%

Cumulative estimated return

SPY: 14.60%
Outperformance: -14.93 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 455 rows without a saved price.
  • 642 sales exceeding observed holdings (unmatched amount omitted).

3 years

43.11%

Cumulative estimated return

SPY: 70.83%
Outperformance: -27.72 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 455 rows without a saved price.
  • 642 sales exceeding observed holdings (unmatched amount omitted).

5 years

51.75%

Cumulative estimated return

SPY: 69.11%
Outperformance: -17.36 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 280 trades outside the available price history.
  • 455 rows without a saved price.
  • 642 sales exceeding observed holdings (unmatched amount omitted).

As of Sep 15, 2026. 2738 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
LRCXJoint$1,001 - $15,000UnavailableUnavailable$270.87Sep 15, 2026Unavailable
LINJoint$1,001 - $15,000UnavailableUnavailable$462.96Sep 15, 2026Unavailable
LOWJoint$15,001 - $50,000UnavailableUnavailable$194.61Sep 15, 2026Unavailable
MTSIJoint$1,001 - $15,000UnavailableUnavailable$240.02Sep 15, 2026Unavailable
MGYJoint$1,001 - $15,000UnavailableUnavailable$28.55Sep 15, 2026Unavailable
MFCJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MAJoint$15,001 - $50,000UnavailableUnavailable$573.27Sep 15, 2026Unavailable
MTDRJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MCDJoint$1,001 - $15,000UnavailableUnavailable$252.78Sep 15, 2026Unavailable
MCKJoint$1,001 - $15,000UnavailableUnavailable$899.56Sep 15, 2026Unavailable
MEDPJoint$1,001 - $15,000UnavailableUnavailable$620.48Sep 15, 2026Unavailable
MELIJoint$1,001 - $15,000UnavailableUnavailable$1828.94Sep 15, 2026Unavailable
MRKJointNoneUnavailableUnavailable$143.79Sep 15, 2026Unavailable
METAJoint$15,001 - $50,000UnavailableUnavailable$670.24Sep 15, 2026Unavailable
MSFTJoint$50,001 - $100,000UnavailableUnavailable$497.12Sep 15, 2026Unavailable
MTXJoint$1,001 - $15,000UnavailableUnavailable$67.86Sep 15, 2026Unavailable
NTRAJoint$1,001 - $15,000UnavailableUnavailable$350.78Sep 15, 2026Unavailable
NHIJoint$1,001 - $15,000UnavailableUnavailable$69.30Sep 15, 2026Unavailable
NSRGYJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NTESJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NFLXJoint$15,001 - $50,000UnavailableUnavailable$77.90Sep 15, 2026Unavailable
NTDOYJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NSCJoint$15,001 - $50,000UnavailableUnavailable$320.22Sep 15, 2026Unavailable
NOCJoint$15,001 - $50,000UnavailableUnavailable$531.25Sep 15, 2026Unavailable
NWEJoint$1,001 - $15,000UnavailableUnavailable$67.98Sep 15, 2026Unavailable
NOVTJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NVZMYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
NVDAJoint$50,001 - $100,000UnavailableUnavailable$212.17Sep 15, 2026Unavailable
OCFCJoint$1,001 - $15,000UnavailableUnavailable$18.60Sep 15, 2026Unavailable
ORCLJoint$1,001 - $15,000UnavailableUnavailable$140.35Sep 15, 2026Unavailable
OXMJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PPBIJointNoneUnavailableUnavailableUnavailableUnavailable
PANWJoint$1,001 - $15,000UnavailableUnavailable$375.09Sep 15, 2026Unavailable
FNAJointNoneUnavailableUnavailableUnavailableUnavailable
PATKJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PAYXJoint$15,001 - $50,000UnavailableUnavailable$118.30Sep 15, 2026Unavailable
PYPLJointNoneUnavailableUnavailable$53.81Sep 15, 2026Unavailable
PWPJoint$1,001 - $15,000UnavailableUnavailable$13.41Sep 15, 2026Unavailable
PHRJoint$1,001 - $15,000UnavailableUnavailable$10.35Sep 15, 2026Unavailable
PNGAYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PRIMJoint$1,001 - $15,000UnavailableUnavailable$76.72Sep 15, 2026Unavailable
PGRJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
TLKJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PWRJoint$1,001 - $15,000UnavailableUnavailable$613.35Sep 15, 2026Unavailable
ROLLJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
REGNJointNoneUnavailableUnavailable$774.11Sep 15, 2026Unavailable
RVLVJoint$1,001 - $15,000UnavailableUnavailable$20.71Sep 15, 2026Unavailable
RIOJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
RHHBYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
RTXJoint$1,001 - $15,000UnavailableUnavailable$195.50Sep 15, 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]joint173.24599393676916414032048518577.41
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 ⇒ 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
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
SSMXY — Morgan Stanley - Select UMA Account # 1 ⇒ SYSMEX CORP UNSP/ASDR (SSMXY) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 379 · Annual
joint · P · $1,001 - $15,000

Sep 22, 2025Sep 14, 2026
DEO — Morgan Stanley - Select UMA Account # 1 ⇒ Diageo plc Common Stock (DEO) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 381 · Annual
joint · S · $1,001 - $15,000

Sep 22, 2025Sep 14, 2026
DEO — Diageo plc Common Stock (DEO) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Sep 22, 2025Sep 11, 2026
IRT — Independence Realty Trust, Inc. Common Stock (IRT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Sep 22, 2025Sep 11, 2026
NTRA — Natera, Inc. - Common Stock (NTRA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
joint · P · $1,001 - $15,000

Sep 22, 2025Sep 11, 2026
SSMXY — SYSMEX CORP UNSP/ASDR (SSMXY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Sep 22, 2025Sep 11, 2026
TNDM — Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Sep 22, 2025Sep 11, 2026
TTD — Morgan Stanley - Select UMA Account # 1 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 382 · Annual
joint · S · $1,001 - $15,000

Sep 11, 2025Sep 14, 2026
TTD — The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Sep 11, 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 383 · Annual
joint · S (partial) · $1,001 - $15,000

Sep 3, 2025Sep 14, 2026
ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Sep 3, 2025Sep 11, 2026
NTRA — Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. - Common Stock (NTRA) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 369 · Annual
joint · P · $1,001 - $15,000

Aug 22, 2025Sep 14, 2026
NTRA — Natera, Inc. - Common Stock (NTRA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Aug 22, 2025Sep 11, 2026
SSMXY — Morgan Stanley - Select UMA Account # 1 ⇒ SYSMEX CORP UNSP/ASDR (SSMXY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 370 · Annual
joint · S (partial) · $1,001 - $15,000

Aug 21, 2025Sep 14, 2026
SSMXY — SYSMEX CORP UNSP/ASDR (SSMXY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Aug 21, 2025Sep 11, 2026
IBM — Morgan Stanley - Select UMA Account # 1 ⇒ International Business Machines Corporation Common Stock (IBM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 371 · Annual
joint · S (partial) · $1,001 - $15,000

Aug 12, 2025Sep 14, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 372 · Annual
joint · S (partial) · $1,001 - $15,000

Aug 12, 2025Sep 14, 2026
IBM — International Business Machines Corporation Common Stock (IBM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Aug 12, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Aug 12, 2025Sep 11, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 373 · Annual
joint · S (partial) · $1,001 - $15,000

Aug 1, 2025Sep 14, 2026
V — Visa Inc. (V) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

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

$1,001 - $15,000

Original ↗ · Row 362 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 28, 2025Sep 14, 2026
WMT — Walmart Inc. Common Stock (WMT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
joint · S (partial) · $1,001 - $15,000

Jul 28, 2025Sep 11, 2026
IBM — Morgan Stanley - Select UMA Account # 1 ⇒ International Business Machines Corporation Common Stock (IBM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 363 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 25, 2025Sep 14, 2026
IBM — International Business Machines Corporation Common Stock (IBM) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 25, 2025Sep 11, 2026
NTRA — Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. - Common Stock (NTRA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 364 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 22, 2025Sep 14, 2026
NTRA — Natera, Inc. - Common Stock (NTRA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 22, 2025Sep 11, 2026
ABT — Morgan Stanley - Select UMA Account # 1 ⇒ Abbott Laboratories Common Stock (ABT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 365 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 18, 2025Sep 14, 2026
ABT — Abbott Laboratories Common Stock (ABT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 18, 2025Sep 11, 2026
IRT — Morgan Stanley - Select UMA Account # 1 ⇒ Independence Realty Trust, Inc. Common Stock (IRT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 366 · Annual
joint · S · $1,001 - $15,000

Jul 16, 2025Sep 14, 2026
IRT — Independence Realty Trust, Inc. Common Stock (IRT) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jul 16, 2025Sep 11, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 367 · Annual
joint · S (partial) · $1,001 - $15,000

Jul 14, 2025Sep 14, 2026
V — Visa Inc. (V) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jul 14, 2025Sep 11, 2026
SWTX — Morgan Stanley - Select UMA Account # 1 ⇒ SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 368 · Annual
joint · S · $1,001 - $15,000

Jul 2, 2025Sep 14, 2026
SWTX — SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jul 2, 2025Sep 11, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 353 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 26, 2025Sep 14, 2026
V — Visa Inc. (V) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 26, 2025Sep 11, 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 347 · Annual
joint · P · $1,001 - $15,000

Jun 25, 2025Sep 14, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 354 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 25, 2025Sep 14, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 25, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 25, 2025Sep 11, 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 348 · Annual
joint · P · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 355 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
COP — Morgan Stanley - Select UMA Account # 1 ⇒ ConocoPhillips Common Stock (COP) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 356 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 24, 2025Sep 14, 2026
COP — ConocoPhillips Common Stock (COP) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 24, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
joint · P · $1,001 - $15,000

Jun 24, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jun 24, 2025Sep 11, 2026
NET — Morgan Stanley - Select UMA Account # 1 ⇒ Cloudflare, Inc. Class A Common Stock (NET) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 349 · Annual
joint · P · $1,001 - $15,000

Jun 20, 2025Sep 14, 2026
CVNA — Morgan Stanley - Select UMA Account # 1 ⇒ Carvana Co. Class A Common Stock (CVNA) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 350 · Annual
joint · P · $1,001 - $15,000

Jun 20, 2025Sep 14, 2026
MCD — Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 357 · Annual
joint · S (partial) · $1,001 - $15,000

Jun 20, 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
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