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
RHPJoint$1,001 - $15,000UnavailableUnavailable$120.71Sep 15, 2026Unavailable
CRMJointNoneUnavailableUnavailable$255.65Sep 15, 2026Unavailable
SAPJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SBGSYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SNDRJoint$1,001 - $15,000UnavailableUnavailable$34.30Sep 15, 2026Unavailable
SEJointNoneUnavailableUnavailable$102.65Sep 15, 2026Unavailable
SBCFJoint$1,001 - $15,000UnavailableUnavailable$34.29Sep 15, 2026Unavailable
NOWJoint$1,001 - $15,000UnavailableUnavailable$141.90Sep 15, 2026Unavailable
SHELJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SGIOYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SHOPJoint$1,001 - $15,000UnavailableUnavailable$129.86Sep 15, 2026Unavailable
SLGNJoint$1,001 - $15,000UnavailableUnavailable$38.40Sep 15, 2026Unavailable
SLABJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SNOWJoint$1,001 - $15,000UnavailableUnavailable$322.98Sep 15, 2026Unavailable
SONVYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SONYJoint$1,001 - $15,000UnavailableUnavailable$23.92Sep 15, 2026Unavailable
SPOTJoint$1,001 - $15,000UnavailableUnavailable$558.26Sep 15, 2026Unavailable
SWTXJointNoneUnavailableUnavailableUnavailableUnavailable
SPXCJoint$1,001 - $15,000UnavailableUnavailable$178.31Sep 15, 2026Unavailable
STAGJoint$1,001 - $15,000UnavailableUnavailable$37.15Sep 15, 2026Unavailable
SBUXJoint$15,001 - $50,000UnavailableUnavailable$96.58Sep 15, 2026Unavailable
STRLJoint$1,001 - $15,000UnavailableUnavailable$459.02Sep 15, 2026Unavailable
SFJoint$1,001 - $15,000UnavailableUnavailable$76.82Sep 15, 2026Unavailable
SUPNJoint$1,001 - $15,000UnavailableUnavailable$41.28Sep 15, 2026Unavailable
SYIEYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SNPSJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SSMXYJoint$1 - $1,000UnavailableUnavailableUnavailableUnavailable
TSMJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
TNDMJoint$1,001 - $15,000UnavailableUnavailable$16.28Sep 15, 2026Unavailable
TELJoint$1,001 - $15,000UnavailableUnavailable$201.42Sep 15, 2026Unavailable
TTNDYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TCEHYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TSLAJoint$15,001 - $50,000UnavailableUnavailable$356.58Sep 15, 2026Unavailable
TCBIJoint$1,001 - $15,000UnavailableUnavailable$97.77Sep 15, 2026Unavailable
TXNJoint$15,001 - $50,000UnavailableUnavailable$263.43Sep 15, 2026Unavailable
TXRHJoint$1,001 - $15,000UnavailableUnavailable$169.68Sep 15, 2026Unavailable
BWINJointNoneUnavailableUnavailable$32.49Sep 15, 2026Unavailable
DSGXJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TTDJointNoneUnavailableUnavailable$15.00Sep 15, 2026Unavailable
COCOJoint$1,001 - $15,000UnavailableUnavailable$55.78Sep 15, 2026Unavailable
TMOJointNoneUnavailableUnavailable$641.39Sep 15, 2026Unavailable
TTJoint$1,001 - $15,000UnavailableUnavailable$422.73Sep 15, 2026Unavailable
TDGJoint$1,001 - $15,000UnavailableUnavailable$1085.00Sep 15, 2026Unavailable
TPHJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TWLOJointNoneUnavailableUnavailable$242.16Sep 15, 2026Unavailable
UBERJoint$1,001 - $15,000UnavailableUnavailable$71.43Sep 15, 2026Unavailable
UFPIJoint$1,001 - $15,000UnavailableUnavailable$82.41Sep 15, 2026Unavailable
UMBFJoint$1,001 - $15,000UnavailableUnavailable$137.46Sep 15, 2026Unavailable
UNPJointNoneUnavailableUnavailable$283.99Sep 15, 2026Unavailable
UPSJointNoneUnavailableUnavailable$102.35Sep 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
GS — Goldman Sachs Group, Inc. (GS) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 13 · Ptr
joint · S · $15,001 - $50,000

Apr 9, 2026Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]JointSale
Source rows (1)

$15,001 - $50,000

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

Apr 9, 2026Sep 11, 2026
MKTX — MarketAxess Holdings, Inc. - Common Stock (MKTX) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Ptr
joint · S · $1,001 - $15,000

Apr 9, 2026Sep 11, 2026
MLM — Martin Marietta Materials, Inc. Common Stock (MLM) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 20 · Ptr
joint · S · $15,001 - $50,000

Apr 9, 2026Sep 11, 2026
PFGC — Performance Food Group Company Common Stock (PFGC) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 22 · Ptr
joint · S · $15,001 - $50,000

Apr 9, 2026Sep 11, 2026
SYF — Synchrony Financial Common Stock (SYF) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 24 · Ptr
joint · S · $15,001 - $50,000

Apr 9, 2026Sep 11, 2026
TSCO — Tractor Supply Company - Common Stock (TSCO) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 25 · Ptr
joint · S · $15,001 - $50,000

Apr 9, 2026Sep 11, 2026
VLY — Valley National Bancorp (VLY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2026Sep 11, 2026
CBZ — CBIZ, Inc. Common Stock (CBZ) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Apr 6, 2026Sep 11, 2026
FWRG — First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Apr 6, 2026Sep 11, 2026
NTES — NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Apr 6, 2026Sep 11, 2026
CCI — Crown Castle Inc. Common Stock (CCI) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Mar 24, 2026Sep 11, 2026
XNGSY — EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Mar 24, 2026Sep 11, 2026
FN — Fabrinet Ordinary Shares (FN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 24, 2026Sep 11, 2026
ALC — Alcon Inc. Ordinary Shares (ALC) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Mar 12, 2026Sep 11, 2026
HDB — HDFC Bank Limited Common Stock (HDB) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Mar 12, 2026Sep 11, 2026
IFNNY — Infineon Technologies AG (IFNNY) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Mar 12, 2026Sep 11, 2026
INTA — Intapp, Inc. - Common Stock (INTA) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Mar 12, 2026Sep 11, 2026
LZB — La-Z-Boy Incorporated Common Stock (LZB) [ST]JointSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
joint · S · $1,001 - $15,000

Mar 12, 2026Sep 11, 2026
SE — Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 10, 2026Sep 11, 2026
NOW — ServiceNow, Inc. Common Stock (NOW) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Ptr
joint · P · $1,001 - $15,000

Mar 6, 2026Sep 11, 2026
APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 5, 2026Sep 11, 2026
CBZ — CBIZ, Inc. Common Stock (CBZ) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Mar 5, 2026Sep 11, 2026
COLB — Columbia Banking System, Inc. - Common Stock (COLB) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Mar 5, 2026Sep 11, 2026
FWRG — First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Mar 5, 2026Sep 11, 2026
NTES — NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Mar 5, 2026Sep 11, 2026
PHR — Phreesia, Inc. Common Stock (PHR) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Mar 5, 2026Sep 11, 2026
IFNNY — Infineon Technologies AG (IFNNY) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 27, 2026Sep 11, 2026
PANW — Palo Alto Networks, Inc. (PANW) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Feb 27, 2026Sep 11, 2026
FSS — Federal Signal Corporation Common Stock (FSS) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 26, 2026Sep 11, 2026
INTU — Intuit Inc. - Common Stock (INTU) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Feb 20, 2026Sep 11, 2026
CVNA — Carvana Co. Class A Common Stock (CVNA) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Feb 18, 2026Sep 11, 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

Feb 18, 2026Sep 11, 2026
CMI — Cummins Inc. Common Stock (CMI) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 5, 2026Sep 11, 2026
GEV — GE Vernova Inc. Common Stock (GEV) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 5, 2026Sep 11, 2026
UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 5, 2026Sep 11, 2026
NET — Cloudflare, Inc. Class A Common Stock (NET) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Feb 4, 2026Sep 11, 2026
XOM — Exxon Mobil Corporation Common Stock (XOM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 4, 2026Sep 11, 2026
FICO — Fair Isaac Corporation Common Stock (FICO) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Feb 4, 2026Sep 11, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
joint · P · $1,001 - $15,000

Feb 4, 2026Sep 11, 2026
XOM — Exxon Mobil Corporation Common Stock (XOM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 2, 2026Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
joint · S (partial) · $1,001 - $15,000

Feb 2, 2026Sep 11, 2026
MNST — Monster Beverage Corporation - Common Stock (MNST) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 2, 2026Sep 11, 2026
NOW — ServiceNow, Inc. Common Stock (NOW) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jan 30, 2026Sep 11, 2026
UBER — Uber Technologies, Inc. Common Stock (UBER) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 30, 2026Sep 11, 2026
GILD — Gilead Sciences, Inc. - Common Stock (GILD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 27, 2026Sep 11, 2026
ICE — Intercontinental Exchange Inc. Common Stock (ICE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jan 26, 2026Sep 11, 2026
NSRGY — NESTLE S.A S/ADR (NSRGY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

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

Jan 26, 2026Sep 11, 2026
SNDR — Schneider National, Inc. Common Stock (SNDR) [ST]JointSale
Source rows (1)

$1,001 - $15,000

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

Jan 26, 2026Sep 11, 2026
NOW — Morgan Stanley - Select UMA Account # 1 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 396 · Annual
joint · S (partial) · $1,001 - $15,000

Dec 17, 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