Josh Gottheimer
Periodic transaction report filed May 19, 2026, NJ05. Member page · The Clerk's PDF
26
Transactions
from a 4-page report
9
Purchases
17
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 | MMM 3M Company Common Stock (MMM) | Sale (partial) | Apr 28, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 2 | Joint | AMD Advanced Micro Devices, Inc. (AMD) | Purchase | Apr 27, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 3 | Joint | AMD Advanced Micro Devices, Inc. (AMD) | Purchase | Apr 23, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 4 | Joint | ALLY Ally Financial Inc. Common Stock (ALLY) | Sale | Apr 9, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 5 | Joint | T AT&T Inc. (T) | Sale | Apr 9, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 6 | Joint | CBZ CBIZ, Inc. Common Stock (CBZ) | Purchase | Apr 6, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 7 | Joint | DRI Darden Restaurants, Inc. Common Stock (DRI) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 8 | Joint | DLTR Dollar Tree, Inc. - Common Stock (DLTR) | Sale | Apr 9, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 9 | Joint | FWRG First Watch Restaurant Group, Inc. - Common Stock (FWRG) | Purchase | Apr 6, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 10 | Joint | F Ford Motor Company Common Stock (F) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 11 | Joint | FCX Freeport-McMoRan, Inc. Common Stock (FCX) | Purchase | Apr 15, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 12 | Joint | GS Goldman Sachs Group, Inc. (GS) | Purchase | Apr 16, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 13 | Joint | GS Goldman Sachs Group, Inc. (GS) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 14 | Joint | HDB HDFC Bank Limited Common Stock (HDB) | Sale (partial) | Apr 13, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 15 | Joint | HD Home Depot, Inc. (HD) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 16 | Joint | IFNNY Infineon Technologies AG (IFNNY) | Purchase | Apr 13, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 17 | Joint | INTA Intapp, Inc. - Common Stock (INTA) | Purchase | Apr 13, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 18 | Joint | IBM International Business Machines Corporation Common Stock (IBM) | Sale (partial) | Apr 24, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 19 | Joint | MKTX MarketAxess Holdings, Inc. - Common Stock (MKTX) | Sale | Apr 9, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 20 | Joint | MLM Martin Marietta Materials, Inc. Common Stock (MLM) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 21 | Joint | NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | Purchase | Apr 6, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 22 | Joint | PFGC Performance Food Group Company Common Stock (PFGC) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 23 | Joint | NOW ServiceNow, Inc. Common Stock (NOW) | Sale | Apr 24, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 24 | Joint | SYF Synchrony Financial Common Stock (SYF) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 25 | Joint | TSCO Tractor Supply Company - Common Stock (TSCO) | Sale | Apr 9, 2026 | May 5, 2026 | $15,001 to $50,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |
| 26 | Joint | VLY Valley National Bancorp (VLY) | Sale | Apr 9, 2026 | May 5, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Active Asset Account # 3. |