Josh GottheimerHouse

U.S. Representative · NJ-05 · D · 2017-01 → 2026-08

Chamber
House
Party
D
State
NJ
Trades
3,502 (1460 buys · 2040 sells)
Estimated volume
$232.7M
Late filings
8% (293 of 3502)
Median filing lag
28 days
Outperformance rank
#58 of 142 ranked

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$181.0M
from $109.5M cost
Estimated gain
+$71.5M
Up 65%
Versus the S&P 500
-$7.3M
SPY would hold $188.4M
Positions
376
from 1,342 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
MSFTMicrosoft Corporation
2018-02-06$99.1M$161.4M+63%89%
2
AAPLApple Inc.
2017-05-01$378K$1.5M+308%1%
3
NVDANVIDIA Corporation
2020-02-28$112K$1.3M+1032%1%
4
AMDAdvanced Micro Devices, Inc.
2018-10-02$136K$999K+635%1%
5
TSLATesla, Inc.
2019-10-28$208K$523K+152%0%
6
GOOGAlphabet Inc. - Class C Capital Stock
2020-09-21$160K$439K+174%0%
7
METAMeta Platforms, Inc. - Class A
2018-02-06$129K$436K+239%0%
8
LLYEli Lilly and Company
2022-03-16$144K$396K+175%0%
9
GOOGLMorgan Stanley - Select UMa account # 1 JTalphabet Inc. - Class C Capital Stock
2019-07-26$64K$352K+450%0%
10
GSGoldman Sachs Group, Inc.
2020-03-17$65K$233K+261%0%
11
LRCXLam Research Corporation
2020-02-28$32K$223K+596%0%
12
BBVAbanco bilbao Vizcaya argentaria S.a.
2017-01-03$40K$222K+454%0%
13
ANETArista Networks, Inc.
2020-04-13$24K$197K+719%0%
14
BKNGbooking Holdings Inc.
2018-07-06$112K$182K+63%0%
15
ASMLASML Holding N.V. - New York Registry Shares
2019-10-15$40K$177K+344%0%
Showing top 15 of 376 positions by value

Trades that mattered most

These 8 buys explain 36% of their result against the S&P 500.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1MSFT
Microsoft Corporation
Call options; Strike price $160; Expires 06/21/2024
2023-11-142.9y$5.0M-25M+42%-30%
2MSFT
Microsoft Corporation
2021-11-154.9y$5.0M-25M+57%-9%
3MSFT
Microsoft Corporation
Call options; Strike price $170; Expires 06/21/2024
2023-11-142.9y$1.0M-5M+42%-30%
4MSFT
Microsoft Corporation
2021-05-185.4y$1.0M-5M+117%+29%
5MSFT
Microsoft Corporation
Call options; Strike price $170; Expires 01/17/2025 C: Ref: 043IK92L
2024-02-122.6y$1.0M-5M+27%-27%
6MSFT
Microsoft Corporation
Call options; Strike price $170; Expires 01/17/2025 C: Ref: 044Q34N4
2024-02-132.6y$1.0M-5M+30%-27%
7MSFT
Microsoft Corporation
Call options; Strike price $225; Expires 06/20/2025 C: Ref: 135P8W76
2024-05-142.4y$1.0M-5M+26%-21%
8MSFT
Microsoft Corporation
Call options; Strike price $160; Expires 01/19/2024
2023-05-163.4y$1.0M-5M+69%-19%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1MSFT22099/12167 of 99+63%+69%
2NVDA4314/2914 of 14+1032%+86%
3AMD3217/1517 of 17+635%+76%
4AAPL7635/4135 of 35+308%+123%
5TSLA6026/346 of 26+152%+53%
6GOOGL178/98 of 8+450%+156%
7LRCX124/84 of 4+596%+97%
8GOOG4520/2520 of 20+174%+77%
9META3313/2012 of 13+239%+118%
10FIS2010/100 of 10-55%+87%
11ANET73/43 of 3+719%+113%
12LLY4418/2618 of 18+175%+80%
13MTSI61/51 of 1+1826%+190%
14UPS179/80 of 9-37%+131%
15SLB105/50 of 5-14%+171%

Committees

Sits onIntelligence (select) HouseFinancial Services House

Trades in lobbying companies113 of 442 stock trades since January 2025
StockLobbied onLobbying 2025Trades
MSFTH.R. 3932 Intelligence Authorization Act for… +2$9.4M25
VH.R. 3881 Credit Card Competition Act of 2023 +2$11M18
NVDAH.R. 8315 Homeland Acceleration of Recovering…$5.0M6
HDH.R. 3074 Common Cents Act +2$3.1M5
WMTH.R. 3881 Credit Card Competition Act of 2023 +2$7.8M5

More on lobbying

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

3,502 of 3,502

Josh GottheimerJT
House · D · NJ
Buy$250K-500K
+6.8% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Call options; Strike price $340; Expires 10/16/2026
2026-08-14 → 2026-09-14 · 31d
Josh GottheimerJT
House · D · NJ
Buy$500K-1M
+6.8% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Call options; Strike price $330; Expires 10/16/2026
2026-08-14 → 2026-09-14 · 31d
Josh GottheimerJT
House · D · NJ
Sell$250K-500K
+6.8% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Call options; Strike price $340; Expires 12/18/2026
2026-08-14 → 2026-09-14 · 31d
Josh GottheimerJT
House · D · NJ
Sell$500K-1M
+6.8% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Call options; Strike price $335; Expires 12/18/2026
2026-08-14 → 2026-09-14 · 31d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+1.3% vs SPY
AMATApplied Materials, Inc. - Common Stock
2026-08-06 → 2026-09-14 · 39d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+0.3% vs SPY
RSGRepublic Services, Inc. Common Stock
2026-08-06 → 2026-09-14 · 39d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-5.3% vs SPY
QSRRestaurant Brands International Inc. Common Shares
2026-08-06 → 2026-09-14 · 39d
GOOGMAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock
2026-07-24 → 2026-08-10 · 17d
GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock
2026-07-24 → 2026-08-10 · 17d
GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock
2026-07-23 → 2026-08-10 · 18d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-15.6% vs SPY
CCICrown Castle Inc. Common Stock
2026-07-23 → 2026-08-10 · 18d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+8.5% vs SPY
NICENICE Ltd - American Depositary Shares each representing one Ordinary Share
2026-07-20 → 2026-08-10 · 21d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+28.8% vs SPY
SAILSailPoint Technologies Holdings, Inc.
2026-07-20 → 2026-08-10 · 21d
GTLSChart Industries, Inc.
2026-07-17 → 2026-08-10 · 24d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-59.7% vs SPY
MNSTMonster Beverage Corporation - Common Stock
2026-07-17 → 2026-08-10 · 24d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-1.2% vs SPY
IBMInternational Business Machines Corporation Common Stock
2026-07-16 → 2026-08-10 · 25d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+10.7% vs SPY
PANWPalo Alto Networks, Inc.
2026-07-16 → 2026-08-10 · 25d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+28.7% vs SPY
CRWDCrowdStrike Holdings, Inc. - Class A Common Stock
2026-07-15 → 2026-08-10 · 26d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+3.2% vs SPY
IBMInternational Business Machines Corporation Common Stock
2026-07-15 → 2026-08-10 · 26d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-8.2% vs SPY
FNFabrinet Ordinary Shares
2026-07-14 → 2026-08-10 · 27d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+5.4% vs SPY
NTDOYNintendo Co Ltd ADR
2026-06-17 → 2026-07-07 · 20d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+4.9% vs SPY
INSMInsmed Incorporated - Common Stock
2026-06-10 → 2026-07-07 · 27d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-11.0% vs SPY
ADCAgree Realty Corporation Common Stock
2026-06-01 → 2026-07-07 · 36d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-14.6% vs SPY
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
2026-06-01 → 2026-07-07 · 36d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-9.0% vs SPY
BKNGBooking Holdings Inc. - Common Stock
2026-06-01 → 2026-07-07 · 36d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-10.8% vs SPY
NSRGYNESTLE S.A S/ADR
2026-06-01 → 2026-07-07 · 36d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+7.2% vs SPY
NVZMYNOVONESIS B UNSP/ADR
2026-06-01 → 2026-07-07 · 36d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+13.8% vs SPY
ABTAbbott Laboratories Common Stock
2026-05-27 → 2026-06-03 · 7d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-14.3% vs SPY
INTUIntuit Inc. - Common Stock
Description: 5/26/26 full sale less than $1,000
2026-05-22 → 2026-06-03 · 12d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+10.4% vs SPY
LITELumentum Holdings Inc. - Common Stock
2026-05-22 → 2026-06-03 · 12d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+35.7% vs SPY
MUMicron Technology, Inc. - Common Stock
2026-05-21 → 2026-06-03 · 13d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-5.6% vs SPY
ADIAnalog Devices, Inc. - Common Stock
2026-05-19 → 2026-06-03 · 15d
Josh GottheimerJT
House · D · NJ
Sell$250K-500K
+20.9% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Description: Call options; Strike price $340; Expires 10/16/2026
2026-05-19 → 2026-06-03 · 15d
Josh GottheimerJT
House · D · NJ
Sell$500K-1M
+20.9% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Description: Call options; Strike price $330; Expires 10/16/2026
2026-05-19 → 2026-06-03 · 15d
Josh GottheimerJT
House · D · NJ
Buy$250K-500K
+20.9% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Description: Call options; Strike price $325; Expires 06/18/2026
2026-05-19 → 2026-06-03 · 15d
Josh GottheimerJT
House · D · NJ
Buy$500K-1M
+20.9% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Description: Call options; Strike price $325; Expires 06/18/2026
2026-05-19 → 2026-06-03 · 15d
TPHTri Pointe Homes, Inc. Common Stock
2026-05-15 → 2026-06-03 · 19d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-11.8% vs SPY
NSRGYNESTLE S.A S/ADR
2026-05-14 → 2026-06-03 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+65.6% vs SPY
PANWPalo Alto Networks, Inc.
2026-05-14 → 2026-06-03 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+22.7% vs SPY
SNDKSandisk Corporation - Common Stock When-Issued
2026-05-07 → 2026-06-03 · 27d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+20.0% vs SPY
ABBVAbbVie Inc. Common Stock
2026-05-05 → 2026-06-03 · 29d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+70.7% vs SPY
AMDAdvanced Micro Devices, Inc.
2026-05-05 → 2026-06-03 · 29d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-16.6% vs SPY
NSRGYNESTLE S.A S/ADR
2026-05-05 → 2026-06-03 · 29d
BRK.BBerkshire Hathaway Inc. New Common Stock
2026-05-04 → 2026-06-03 · 30d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+46.5% vs SPY
TWLOTwilio Inc. Class A Common Stock
2026-05-04 → 2026-06-03 · 30d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-42.6% vs SPY
FNFabrinet Ordinary Shares
2026-05-01 → 2026-06-03 · 33d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+2.2% vs SPY
MMM3M Company Common Stock
2026-04-28 → 2026-05-19 · 21d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+80.3% vs SPY
AMDAdvanced Micro Devices, Inc.
2026-04-27 → 2026-05-19 · 22d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-12.1% vs SPY
IBMInternational Business Machines Corporation Common Stock
2026-04-24 → 2026-05-19 · 25d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+43.2% vs SPY
NOWServiceNow, Inc. Common Stock
2026-04-24 → 2026-05-19 · 25d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+97.4% vs SPY
AMDAdvanced Micro Devices, Inc.
2026-04-23 → 2026-05-19 · 26d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-10.8% vs SPY
GSGoldman Sachs Group, Inc.
2026-04-16 → 2026-05-19 · 33d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-5.1% vs SPY
FCXFreeport-McMoRan, Inc. Common Stock
2026-04-15 → 2026-05-19 · 34d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-30.0% vs SPY
HDBHDFC Bank Limited Common Stock
2026-04-13 → 2026-05-19 · 36d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+27.3% vs SPY
IFNNYInfineon Technologies AG
2026-04-13 → 2026-05-19 · 36d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+63.9% vs SPY
INTAIntapp, Inc. - Common Stock
2026-04-13 → 2026-05-19 · 36d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-23.1% vs SPY
ALLYAlly Financial Inc. Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-23.3% vs SPY
TAT&T Inc.
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-12.6% vs SPY
DRIDarden Restaurants, Inc. Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-4.5% vs SPY
DLTRDollar Tree, Inc. - Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-14.0% vs SPY
FFord Motor Company Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-14.8% vs SPY
GSGoldman Sachs Group, Inc.
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-30.7% vs SPY
HDHome Depot, Inc.
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-18.6% vs SPY
MKTXMarketAxess Holdings, Inc. - Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-36.8% vs SPY
MLMMartin Marietta Materials, Inc. Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-9.1% vs SPY
PFGCPerformance Food Group Company Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-14.7% vs SPY
SYFSynchrony Financial Common Stock
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-46.3% vs SPY
TSCOTractor Supply Company - Common Stock
2026-04-09 → 2026-05-19 · 40d
VLYValley National Bancorp
2026-04-09 → 2026-05-19 · 40d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+76.4% vs SPY
CBZCBIZ, Inc. Common Stock
2026-04-06 → 2026-05-19 · 43d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-27.9% vs SPY
FWRGFirst Watch Restaurant Group, Inc. - Common Stock
2026-04-06 → 2026-05-19 · 43d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-11.6% vs SPY
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
2026-04-06 → 2026-05-19 · 43d
Josh GottheimerJT
House · D · NJ
Buy$50K-100K
+24.3% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Call options; Strike price $325; Expires 06/18/2026
2026-03-25 → 2026-04-08 · 14d
Josh GottheimerJT
House · D · NJ
Buy$500K-1M
+24.3% vs SPY
MSFTOPMicrosoft Corporation - Common Stock
Call options; Strike price $320; Expires 06/18/2026
2026-03-25 → 2026-04-08 · 14d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-33.8% vs SPY
CCICrown Castle Inc. Common Stock
2026-03-24 → 2026-04-08 · 15d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-41.5% vs SPY
XNGSYEEN ENERGY HLDGS UNSP/ADR
2026-03-24 → 2026-04-08 · 15d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-42.3% vs SPY
FNFabrinet Ordinary Shares
2026-03-24 → 2026-04-08 · 15d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-34.6% vs SPY
ALCAlcon Inc. Ordinary Shares
2026-03-12 → 2026-04-08 · 27d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-38.0% vs SPY
HDBHDFC Bank Limited Common Stock
2026-03-12 → 2026-04-08 · 27d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+39.3% vs SPY
IFNNYInfineon Technologies AG
2026-03-12 → 2026-04-08 · 27d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+35.2% vs SPY
INTAIntapp, Inc. - Common Stock
2026-03-12 → 2026-04-08 · 27d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-27.2% vs SPY
LZBLa-Z-Boy Incorporated Common Stock
2026-03-12 → 2026-04-08 · 27d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-4.6% vs SPY
SESea Limited American Depositary Shares, each representing one Class A Ordinary Share
2026-03-10 → 2026-04-08 · 29d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-5.1% vs SPY
NOWServiceNow, Inc. Common Stock
2026-03-06 → 2026-04-08 · 33d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-12.3% vs SPY
APDAir Products and Chemicals, Inc. Common Stock
2026-03-05 → 2026-04-08 · 34d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+74.2% vs SPY
CBZCBIZ, Inc. Common Stock
2026-03-05 → 2026-04-08 · 34d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-10.3% vs SPY
COLBColumbia Banking System, Inc. - Common Stock
2026-03-05 → 2026-04-08 · 34d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-35.1% vs SPY
FWRGFirst Watch Restaurant Group, Inc. - Common Stock
2026-03-05 → 2026-04-08 · 34d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-9.0% vs SPY
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
2026-03-05 → 2026-04-08 · 34d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-27.3% vs SPY
PHRPhreesia, Inc. Common Stock
2026-03-05 → 2026-04-08 · 34d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+19.9% vs SPY
IFNNYInfineon Technologies AG
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-27 → 2026-03-16 · 17d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+157.5% vs SPY
PANWPalo Alto Networks, Inc.
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-27 → 2026-03-16 · 17d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-12.4% vs SPY
FSSFederal Signal Corporation Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-26 → 2026-03-16 · 18d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-36.9% vs SPY
INTUIntuit Inc. - Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-20 → 2026-03-16 · 24d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-94.8% vs SPY
CVNACarvana Co. Class A Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-18 → 2026-03-16 · 26d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+1.3% vs SPY
VVisa Inc.
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-18 → 2026-03-16 · 26d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-16.3% vs SPY
CMICummins Inc. Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-05 → 2026-03-16 · 39d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+19.2% vs SPY
GEVGE Vernova Inc. Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-05 → 2026-03-16 · 39d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+23.8% vs SPY
UNHUnitedHealth Group Incorporated Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-05 → 2026-03-16 · 39d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+104.9% vs SPY
NETCloudflare, Inc. Class A Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-04 → 2026-03-16 · 40d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-2.3% vs SPY
XOMExxon Mobil Corporation Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-04 → 2026-03-16 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-63.8% vs SPY
FICOFair Isaac Corporation Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-04 → 2026-03-16 · 40d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+5.5% vs SPY
MRKMerck & Company, Inc. Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-04 → 2026-03-16 · 40d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+6.5% vs SPY
XOMExxon Mobil Corporation Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-02 → 2026-03-16 · 42d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+13.3% vs SPY
MSFTMicrosoft Corporation - Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-02 → 2026-03-16 · 42d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-57.9% vs SPY
MNSTMonster Beverage Corporation - Common Stock
Filing Status: New Subholding Of: Morgan Stanley - Select UMA Account # 1
2026-02-02 → 2026-03-16 · 42d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+5.1% vs SPY
NOWServiceNow, Inc. Common Stock
2026-01-30 → 2026-02-26 · 27d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-24.8% vs SPY
UBERUber Technologies, Inc. Common Stock
2026-01-30 → 2026-02-26 · 27d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-9.4% vs SPY
GILDGilead Sciences, Inc. - Common Stock
2026-01-27 → 2026-02-26 · 30d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-25.5% vs SPY
ICEIntercontinental Exchange Inc. Common Stock
2026-01-26 → 2026-02-26 · 31d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-14.6% vs SPY
NSRGYNESTLE S.A S/ADR
2026-01-26 → 2026-02-26 · 31d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-5.3% vs SPY
SNDRSchneider National, Inc. Common Stock
2026-01-26 → 2026-02-26 · 31d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-27.8% vs SPY
NOWServiceNow, Inc. Common Stock
2025-12-17 → 2026-01-14 · 28d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+30.9% vs SPY
LNGCheniere Energy, Inc. Common Stock
2025-12-12 → 2026-01-14 · 33d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-30.7% vs SPY
UBERUber Technologies, Inc. Common Stock
2025-12-11 → 2026-01-14 · 34d
Josh GottheimerJT
House · D · NJ
Sell·p$15K-50K
+5.4% vs SPY
APDAir Products and Chemicals, Inc. Common Stock
2025-12-08 → 2026-01-14 · 37d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+35.1% vs SPY
UTZUtz Brands Inc Class A Common Stock
2025-12-08 → 2026-01-14 · 37d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+14.0% vs SPY
CVLTCommvault Systems, Inc. - Common Stock
2025-12-05 → 2026-01-14 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-34.6% vs SPY
MTHRYM3 INC UNSP/ADR
2025-12-05 → 2026-01-14 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-39.8% vs SPY
SESea Limited American Depositary Shares, each representing one Class A Ordinary Share
2025-12-05 → 2026-01-14 · 40d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+12.7% vs SPY
SSMXYSYSMEX CORP UNSP/ASDR
2025-12-05 → 2026-01-14 · 40d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-28.6% vs SPY
DASTYDASSAULT SYSTEMES SA ADR
2025-11-21 → 2025-12-29 · 38d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+43.8% vs SPY
BHPBHP Group Limited American Depositary Shares
2025-11-19 → 2025-12-29 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-15.4% vs SPY
EWEdwards Lifesciences Corporation Common Stock
2025-11-19 → 2025-12-29 · 40d
Josh GottheimerJT
House · D · NJ
Sell$15K-50K
-64.2% vs SPY
FISFidelity National Information Services, Inc. Common Stock
2025-11-19 → 2025-12-29 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-32.4% vs SPY
HDHome Depot, Inc.
2025-11-19 → 2025-12-29 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-56.4% vs SPY
HUBSHubSpot, Inc. Common Stock
2025-11-19 → 2025-12-29 · 40d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-40.2% vs SPY
KKRKKR & Co. Inc. Common Stock
2025-11-19 → 2025-12-29 · 40d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+8.5% vs SPY
CSWCSW Industrials, Inc. Common Stock
2025-11-17 → 2025-12-29 · 42d
Josh Gottheimer
House · D · NJ
Sell·p$1K-15K
-10.6% vs SPY
MMMJT3M Company Common Stock
2025-10-20 → 2025-11-17 · 28d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-36.0% vs SPY
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
2025-10-17 → 2025-11-17 · 31d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-28.4% vs SPY
NICENICE Ltd - American Depositary Shares each representing one Ordinary Share
2025-10-17 → 2025-11-17 · 31d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-18.8% vs SPY
ICEIntercontinental Exchange Inc. Common Stock
2025-10-16 → 2025-11-17 · 32d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-49.7% vs SPY
MTHRYM3 INC UNSP/ADR
2025-09-30 → 2025-10-15 · 15d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-36.6% vs SPY
CVLTCommvault Systems, Inc. - Common Stock
2025-09-23 → 2025-10-15 · 22d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-9.7% vs SPY
BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock
2025-09-23 → 2025-10-15 · 22d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-28.1% vs SPY
DEODiageo plc Common Stock
2025-09-22 → 2025-10-15 · 23d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-29.9% vs SPY
IRTIndependence Realty Trust, Inc. Common Stock
2025-09-22 → 2025-10-15 · 23d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+116.0% vs SPY
NTRANatera, Inc. - Common Stock
2025-09-22 → 2025-10-15 · 23d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-24.1% vs SPY
SSMXYSYSMEX CORP UNSP/ASDR
2025-09-22 → 2025-10-15 · 23d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+10.9% vs SPY
TNDMTandem Diabetes Care, Inc. - Common Stock
2025-09-22 → 2025-10-15 · 23d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-91.2% vs SPY
TTDThe Trade Desk, Inc. - Class A Common Stock
2025-09-11 → 2025-10-15 · 34d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-28.9% vs SPY
ISRGIntuitive Surgical, Inc. - Common Stock
2025-09-03 → 2025-10-15 · 42d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+131.1% vs SPY
NTRANatera, Inc. - Common Stock
2025-08-22 → 2025-09-05 · 14d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-33.5% vs SPY
SSMXYSYSMEX CORP UNSP/ASDR
2025-08-21 → 2025-09-05 · 15d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-25.3% vs SPY
IBMInternational Business Machines Corporation Common Stock
2025-08-12 → 2025-09-05 · 24d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-11.9% vs SPY
VVisa Inc.
2025-08-12 → 2025-09-05 · 24d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-16.8% vs SPY
VVisa Inc.
2025-08-01 → 2025-09-05 · 35d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-14.4% vs SPY
WMTWalmart Inc. Common Stock
2025-07-28 → 2025-08-11 · 14d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-35.4% vs SPY
IBMInternational Business Machines Corporation Common Stock
2025-07-25 → 2025-08-11 · 17d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+174.0% vs SPY
NTRANatera, Inc. - Common Stock
2025-07-22 → 2025-08-11 · 20d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-42.2% vs SPY
ABTAbbott Laboratories Common Stock
2025-07-18 → 2025-08-11 · 24d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-38.9% vs SPY
IRTIndependence Realty Trust, Inc. Common Stock
2025-07-16 → 2025-08-11 · 26d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-19.6% vs SPY
VVisa Inc.
2025-07-14 → 2025-08-11 · 28d
SWTXSpringWorks Therapeutics, Inc. - common stock
2025-07-02 → 2025-08-11 · 40d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-20.8% vs SPY
VVisa Inc.
2025-06-26 → 2025-07-16 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+9.7% vs SPY
AVGOBroadcom Inc. - Common Stock
2025-06-25 → 2025-07-16 · 21d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-21.6% vs SPY
VVisa Inc.
2025-06-25 → 2025-07-16 · 21d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+14.9% vs SPY
COPConocoPhillips Common Stock
2025-06-24 → 2025-07-16 · 22d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+32.8% vs SPY
NVDANVIDIA Corporation - Common Stock
2025-06-24 → 2025-07-16 · 22d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-23.6% vs SPY
VVisa Inc.
2025-06-24 → 2025-07-16 · 22d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-109.9% vs SPY
CVNACarvana Co. Class A Common Stock
2025-06-20 → 2025-07-16 · 26d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+72.4% vs SPY
NETCloudflare, Inc. Class A Common Stock
2025-06-20 → 2025-07-16 · 26d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-49.6% vs SPY
MCDMcDonald's Corporation Common Stock
2025-06-20 → 2025-07-16 · 26d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-22.2% vs SPY
VVisa Inc.
2025-06-20 → 2025-07-16 · 26d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-27.4% vs SPY
INSMInsmed Incorporated - Common Stock
2025-06-16 → 2025-07-16 · 30d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-13.8% vs SPY
CBChubb Limited Common Stock
2025-06-13 → 2025-07-16 · 33d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+1.8% vs SPY
TSLATesla, Inc. - Common Stock
2025-06-05 → 2025-07-16 · 41d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-42.3% vs SPY
CRMSalesforce, Inc. Common Stock
2025-06-04 → 2025-07-16 · 42d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-4.6% vs SPY
UNPUnion Pacific Corporation Common Stock
2025-06-04 → 2025-07-16 · 42d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+10.0% vs SPY
AKAMAkamai Technologies, Inc. - Common Stock
2025-06-03 → 2025-07-16 · 43d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-88.6% vs SPY
FISFidelity National Information Services, Inc. Common Stock
2025-06-03 → 2025-07-16 · 43d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-12.8% vs SPY
PFEPfizer, Inc. Common Stock
2025-06-03 → 2025-07-16 · 43d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-26.0% vs SPY
TSLATesla, Inc. - Common Stock
2025-05-29 → 2025-06-11 · 13d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-58.1% vs SPY
APPApplovin Corporation - Class A Common Stock
2025-05-28 → 2025-06-11 · 14d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+192.8% vs SPY
GLWCorning Incorporated Common Stock
2025-05-28 → 2025-06-11 · 14d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-36.1% vs SPY
UPSUnited Parcel Service, Inc. Common Stock
2025-05-28 → 2025-06-11 · 14d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-27.1% vs SPY
TSLATesla, Inc. - Common Stock
2025-05-27 → 2025-06-11 · 15d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-73.9% vs SPY
SESea Limited American Depositary Shares, each representing one Class A Ordinary Share
2025-05-23 → 2025-06-11 · 19d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-18.1% vs SPY
ZTOZTO Express
2025-05-23 → 2025-06-11 · 19d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+10.6% vs SPY
ABBVAbbVie Inc. Common Stock
2025-05-22 → 2025-06-11 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+117.9% vs SPY
ASMLASML Holding N.V. - New York Registry Shares
2025-05-22 → 2025-06-11 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+197.8% vs SPY
GLWCorning Incorporated Common Stock
2025-05-22 → 2025-06-11 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-16.7% vs SPY
MSFTMicrosoft Corporation - Common Stock
2025-05-22 → 2025-06-11 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-51.4% vs SPY
CRMSalesforce, Inc. Common Stock
2025-05-22 → 2025-06-11 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+5.9% vs SPY
TELTE Connectivity plc Ordinary Shares
2025-05-22 → 2025-06-11 · 20d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-16.2% vs SPY
MSFTMicrosoft Corporation - Common Stock
2025-05-21 → 2025-06-11 · 21d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-22.6% vs SPY
TSLATesla, Inc. - Common Stock
2025-05-16 → 2025-06-11 · 26d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-21.2% vs SPY
TSLATesla, Inc. - Common Stock
2025-05-15 → 2025-06-11 · 27d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-53.7% vs SPY
UBERUber Technologies, Inc. Common Stock
2025-05-15 → 2025-06-11 · 27d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
-66.3% vs SPY
CLPBYCOLOPLAST AS SP/ADR
2025-05-14 → 2025-06-11 · 28d
FIFiserv, Inc. Common Stock
2025-05-14 → 2025-06-11 · 28d
Josh GottheimerJT
House · D · NJ
Sell$1K-15K
+14.2% vs SPY
GILDGilead Sciences, Inc. - Common Stock
2025-05-14 → 2025-06-11 · 28d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
-56.9% vs SPY
UNICYUNICHARM CORP S/ADR
2025-05-14 → 2025-06-11 · 28d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+21.8% vs SPY
LLYEli Lilly and Company Common Stock
2025-05-13 → 2025-06-11 · 29d
Josh GottheimerJT
House · D · NJ
Sell·p$1K-15K
+82.7% vs SPY
GOOGAlphabet Inc. - Class C Capital Stock
2025-05-08 → 2025-06-11 · 34d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+5.9% vs SPY
LLYEli Lilly and Company Common Stock
2025-05-01 → 2025-06-11 · 41d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
+9.5% vs SPY
RTXRTX Corporation Common Stock
2025-04-23 → 2025-05-14 · 21d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-27.6% vs SPY
LNGCheniere Energy, Inc. Common Stock
2025-04-22 → 2025-05-14 · 22d
Josh GottheimerJT
House · D · NJ
Buy$1K-15K
-39.5% vs SPY
DHID.R. Horton, Inc. Common Stock
2025-04-21 → 2025-05-14 · 23d
Showing 200 of 3,502