Elected Trades

All politicians

Josh Gottheimer

Updated Sep 14, 2026

Democrat · House NJ05

Wikipedia biography ↗Years Elected: About 9.7Rank: #56

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

-0.37%

Cumulative estimated return

SPY: 14.60%
Outperformance: -14.97 percentage points

2025-09-15 – 2026-09-15

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

3 years

43.02%

Cumulative estimated return

SPY: 70.83%
Outperformance: -27.81 percentage points

2023-09-15 – 2026-09-15

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

5 years

50.94%

Cumulative estimated return

SPY: 69.11%
Outperformance: -18.17 percentage points

2021-09-15 – 2026-09-15

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

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

How estimates are calculated

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

Current holdings

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

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

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
WPPNot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
CRCLJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
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
COTYJointNoneUnavailableUnavailableUnavailableUnavailable
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 - $100,000UnavailableUnavailableUnavailableUnavailable
VLYJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MSFTJoint$5,000,001 - $25,000,000UnavailableUnavailable$490.30Sep 16, 2026Unavailable
MMMJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
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 ⇒ 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

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
UFPI — Morgan Stanley - Select UMA Account # 1 ⇒ UFP Industries, Inc. - Common Stock (UFPI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
TEL — Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
APPF — Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
SHEL — Morgan Stanley - Select UMA Account # 1 ⇒ Shell PLC American Depositary Shares (SHEL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
MGY — Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 294 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
HLI — Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 295 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
INTA — Morgan Stanley - Select UMA Account # 1 ⇒ Intapp, Inc. - Common Stock (INTA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 296 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
GOOG — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 297 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
CCI — Morgan Stanley - Select UMA Account # 1 ⇒ Crown Castle Inc. Common Stock (CCI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 298 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
BRK.B — Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 299 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
TCEHY — Morgan Stanley - Select UMA Account # 1 ⇒ TENCENT HLDGS UNSP/ADR (TCEHY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 300 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
META — Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 301 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
CENTA — Morgan Stanley - Select UMA Account # 1 ⇒ Central Garden & Pet Company - Class A Common Stock Nonvoting (CENTA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 302 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
MA — Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 303 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
ALIZY — Morgan Stanley - Select UMA Account # 1 ⇒ ALLIANZ SE UNSP/ADR (ALIZY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 304 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
SPXC — Morgan Stanley - Select UMA Account # 1 ⇒ SPX Technologies, Inc. Common Stock (SPXC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 305 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
STAG — Morgan Stanley - Select UMA Account # 1 ⇒ Stag Industrial, Inc. Common Stock (STAG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 306 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
GMED — Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A Common Stock (GMED) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 307 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
FIS — Morgan Stanley - Select UMA Account # 1 ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 308 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 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 309 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
MTSI — Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 310 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
ABCB — Morgan Stanley - Select UMA Account # 1 ⇒ Ameris Bancorp - Common Stock (ABCB) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 311 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
RBC — Morgan Stanley - Select UMA Account # 1 ⇒ RBC Bearings Incorporated Common Stock (RBC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 312 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
NFLX — Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 313 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
ABG — Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 314 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
CVX — Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporation Common Stock (CVX) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 315 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
HDB — Morgan Stanley - Select UMA Account # 1 ⇒ HDFC Bank Limited Common Stock (HDB) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 316 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
CHGCY — Morgan Stanley - Select UMA Account # 1 ⇒ CHUGAI PHARM UNSP/ADR (CHGCY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 317 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 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 318 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
STRL — Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 319 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
CBZ — Morgan Stanley - Select UMA Account # 1 ⇒ CBIZ, Inc. Common Stock (CBZ) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 320 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
INSM — Morgan Stanley - Select UMA Account # 1 ⇒ Insmed Incorporated - Common Stock (INSM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 321 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
DSGX — Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 405 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 406 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
IDA — Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. Common Stock (IDA) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 407 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
RIO — Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc Common Stock (RIO) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 408 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
MFC — Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation Common Stock (MFC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 409 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
DBSDY — Morgan Stanley - Select UMA Account # 1 ⇒ DBS GROUP HLDGS LTD S/ADR (DBSDY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 410 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
D — Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, Inc. Common Stock (D) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 411 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 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 412 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
DASTY — Morgan Stanley - Select UMA Account # 1 ⇒ DASSAULT SYSTEMES SA ADR (DASTY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 413 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
MCK — Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation Common Stock (MCK) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 414 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
ATLKY — Morgan Stanley - Select UMA Account # 1 ⇒ ATLAS COPCO AB A S/ADR (ATLKY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 415 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
NTDOY — Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 416 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
SAP — Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 417 · Annual
joint · S (partial) · $1,001 - $15,000

Apr 9, 2025Sep 14, 2026
UMBF — Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
ADC — Morgan Stanley - Select UMA Account # 1 ⇒ Agree Realty Corporation Common Stock (ADC) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
RHHBY — Morgan Stanley - Select UMA Account # 1 ⇒ ROCHE HOLDING LTD S/ADR (RHHBY) [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

Apr 9, 2025Sep 14, 2026
SLGN — Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 9, 2025Sep 14, 2026
SBUX — Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation - Common Stock (SBUX) [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

Apr 9, 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