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Financial disclosures · Stock trades

Josh Gottheimer

Periodic transaction report filed April 8, 2026, NJ05. Member page · The Clerk's PDF (document 20034305)

18
Transactions
on 3 pages
6
Purchases
12
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) Purchase Mar 5, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
2 Joint ALC Alcon Inc. Ordinary Shares (ALC) (Stock) Sale Mar 12, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
3 Joint CBZ CBIZ, Inc. Common Stock (CBZ) (Stock) Sale Mar 5, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
4 Joint COLB Columbia Banking System, Inc. - Common Stock (COLB) (Stock) Sale Mar 5, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
5 Joint CCI Crown Castle Inc. Common Stock (CCI) (Stock) Sale (partial) Mar 24, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
6 Joint XNGSY EEN ENERGY HLDGS UNSP/ADR (XNGSY) (Stock) Sale (partial) Mar 24, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
7 Joint FN Fabrinet Ordinary Shares (FN) (Stock) Purchase Mar 24, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
8 Joint FWRG First Watch Restaurant Group, Inc. - Common Stock (FWRG) (Stock) Sale Mar 5, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
9 Joint HDB HDFC Bank Limited Common Stock (HDB) (Stock) Sale (partial) Mar 12, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
10 Joint IFNNY Infineon Technologies AG (IFNNY) (Stock) Sale Mar 12, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
11 Joint INTA Intapp, Inc. - Common Stock (INTA) (Stock) Sale Mar 12, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
12 Joint LZB La-Z-Boy Incorporated Common Stock (LZB) (Stock) Sale Mar 12, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
13 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Option) Purchase Mar 25, 2026 Apr 7, 2026 $50,001 to $100,000 New. Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $325; Expires 06/18/2026
14 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Option) Purchase Mar 25, 2026 Apr 7, 2026 $500,001 to $1,000,000 New. Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $320; Expires 06/18/2026
15 Joint NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) (Stock) Sale (partial) Mar 5, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
16 Joint PHR Phreesia, Inc. Common Stock (PHR) (Stock) Sale Mar 5, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
17 Joint SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) (Stock) Purchase Mar 10, 2026 Apr 7, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
18 Joint NOW ServiceNow, Inc. Common Stock (NOW) (Stock) Purchase Mar 6, 2026 Apr 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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