Josh Gottheimer
Periodic transaction report filed April 8, 2026, NJ05. Member page · The Clerk's PDF
18
Transactions
from a 3-page report
6
Purchases
12
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline
Transactions as filed
| # | Owner | Asset | Type | Trade date | Notified | Amount | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Joint | APD Air Products and Chemicals, Inc. Common Stock (APD) | Purchase | Mar 5, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 2 | Joint | ALC Alcon Inc. Ordinary Shares (ALC) | Sale | Mar 12, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 3 | Joint | CBZ CBIZ, Inc. Common Stock (CBZ) | Sale | Mar 5, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 4 | Joint | COLB Columbia Banking System, Inc. - Common Stock (COLB) | Sale | Mar 5, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 5 | Joint | CCI Crown Castle Inc. Common Stock (CCI) | Sale (partial) | Mar 24, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 6 | Joint | XNGSY EEN ENERGY HLDGS UNSP/ADR (XNGSY) | Sale (partial) | Mar 24, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 7 | Joint | FN Fabrinet Ordinary Shares (FN) | Purchase | Mar 24, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 8 | Joint | FWRG First Watch Restaurant Group, Inc. - Common Stock (FWRG) | Sale | Mar 5, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 9 | Joint | HDB HDFC Bank Limited Common Stock (HDB) | Sale (partial) | Mar 12, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 10 | Joint | IFNNY Infineon Technologies AG (IFNNY) | Sale | Mar 12, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 11 | Joint | INTA Intapp, Inc. - Common Stock (INTA) | Sale | Mar 12, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 12 | Joint | LZB La-Z-Boy Incorporated Common Stock (LZB) | Sale | Mar 12, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 13 | Joint | MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase | Mar 25, 2026 | Apr 7, 2026 | $50,001 to $100,000 | 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) | Purchase | Mar 25, 2026 | Apr 7, 2026 | $500,001 to $1,000,000 | 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) | Sale (partial) | Mar 5, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 16 | Joint | PHR Phreesia, Inc. Common Stock (PHR) | Sale | Mar 5, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 17 | Joint | SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) | Purchase | Mar 10, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 18 | Joint | NOW ServiceNow, Inc. Common Stock (NOW) | Purchase | Mar 6, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |