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Financial disclosures · Stock trades

Josh Gottheimer

Periodic transaction report filed March 16, 2026, NJ05. Member page · The Clerk's PDF (document 20034130)

16
Transactions
on 3 pages
9
Purchases
7
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 CVNA Carvana Co. Class A Common Stock (CVNA) (Stock) Sale (partial) Feb 18, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
2 Joint NET Cloudflare, Inc. Class A Common Stock (NET) (Stock) Sale Feb 4, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
3 Joint CMI Cummins Inc. Common Stock (CMI) (Stock) Purchase Feb 5, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
4 Joint XOM Exxon Mobil Corporation Common Stock (XOM) (Stock) Purchase Feb 4, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
5 Joint XOM Exxon Mobil Corporation Common Stock (XOM) (Stock) Purchase Feb 2, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
6 Joint FICO Fair Isaac Corporation Common Stock (FICO) (Stock) Sale Feb 4, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
7 Joint FSS Federal Signal Corporation Common Stock (FSS) (Stock) Purchase Feb 26, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
8 Joint GEV GE Vernova Inc. Common Stock (GEV) (Stock) Purchase Feb 5, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
9 Joint IFNNY Infineon Technologies AG (IFNNY) (Stock) Purchase Feb 27, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
10 Joint INTU Intuit Inc. - Common Stock (INTU) (Stock) Sale (partial) Feb 20, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
11 Joint MRK Merck & Company, Inc. Common Stock (MRK) (Stock) Purchase Feb 4, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
12 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Stock) Sale (partial) Feb 2, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
13 Joint MNST Monster Beverage Corporation - Common Stock (MNST) (Stock) Purchase Feb 2, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
14 Joint PANW Palo Alto Networks, Inc. (PANW) (Stock) Sale Feb 27, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
15 Joint UNH UnitedHealth Group Incorporated Common Stock (UNH) (Stock) Purchase Feb 5, 2026 Mar 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
16 Joint V Visa Inc. (V) (Stock) Sale (partial) Feb 18, 2026 Mar 5, 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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