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Financial disclosures · Stock trades

Josh Gottheimer

Periodic transaction report filed January 14, 2026, NJ05. Member page · The Clerk's PDF (document 20033756)

9
Transactions
on 2 pages
0
Purchases
9
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Joint APD Air Products and Chemicals, Inc. Common Stock (APD) (Stock) Sale (partial) Dec 8, 2025 Jan 7, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
2 Joint LNG Cheniere Energy, Inc. Common Stock (LNG) (Stock) Sale Dec 12, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
3 Joint CVLT Commvault Systems, Inc. - Common Stock (CVLT) (Stock) Sale Dec 5, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
4 Joint MTHRY M3 INC UNSP/ADR (MTHRY) (Stock) Sale Dec 5, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
5 Joint SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) (Stock) Sale Dec 5, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
6 Joint NOW ServiceNow, Inc. Common Stock (NOW) (Stock) Sale (partial) Dec 17, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
7 Joint SSMXY SYSMEX CORP UNSP/ASDR (SSMXY) (Stock) Sale (partial) Dec 5, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
8 Joint UBER Uber Technologies, Inc. Common Stock (UBER) (Stock) Sale (partial) Dec 11, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
9 Joint UTZ Utz Brands Inc Class A Common Stock (UTZ) (Stock) Sale Dec 8, 2025 Jan 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Josh Gottheimer's reported trades Their filings

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