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Financial disclosures · Stock trades

Josh Gottheimer

Periodic transaction report filed May 19, 2026, NJ05. Member page · The Clerk's PDF (document 20034585)

26
Transactions
on 4 pages
9
Purchases
17
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 MMM 3M Company Common Stock (MMM) (Stock) Sale (partial) Apr 28, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
2 Joint AMD Advanced Micro Devices, Inc. (AMD) (Stock) Purchase Apr 27, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
3 Joint AMD Advanced Micro Devices, Inc. (AMD) (Stock) Purchase Apr 23, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
4 Joint ALLY Ally Financial Inc. Common Stock (ALLY) (Stock) Sale Apr 9, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
5 Joint T AT&T Inc. (T) (Stock) Sale Apr 9, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
6 Joint CBZ CBIZ, Inc. Common Stock (CBZ) (Stock) Purchase Apr 6, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
7 Joint DRI Darden Restaurants, Inc. Common Stock (DRI) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
8 Joint DLTR Dollar Tree, Inc. - Common Stock (DLTR) (Stock) Sale Apr 9, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
9 Joint FWRG First Watch Restaurant Group, Inc. - Common Stock (FWRG) (Stock) Purchase Apr 6, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
10 Joint F Ford Motor Company Common Stock (F) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
11 Joint FCX Freeport-McMoRan, Inc. Common Stock (FCX) (Stock) Purchase Apr 15, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
12 Joint GS Goldman Sachs Group, Inc. (GS) (Stock) Purchase Apr 16, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
13 Joint GS Goldman Sachs Group, Inc. (GS) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
14 Joint HDB HDFC Bank Limited Common Stock (HDB) (Stock) Sale (partial) Apr 13, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
15 Joint HD Home Depot, Inc. (HD) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
16 Joint IFNNY Infineon Technologies AG (IFNNY) (Stock) Purchase Apr 13, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
17 Joint INTA Intapp, Inc. - Common Stock (INTA) (Stock) Purchase Apr 13, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
18 Joint IBM International Business Machines Corporation Common Stock (IBM) (Stock) Sale (partial) Apr 24, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
19 Joint MKTX MarketAxess Holdings, Inc. - Common Stock (MKTX) (Stock) Sale Apr 9, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
20 Joint MLM Martin Marietta Materials, Inc. Common Stock (MLM) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
21 Joint NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) (Stock) Purchase Apr 6, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
22 Joint PFGC Performance Food Group Company Common Stock (PFGC) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
23 Joint NOW ServiceNow, Inc. Common Stock (NOW) (Stock) Sale Apr 24, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
24 Joint SYF Synchrony Financial Common Stock (SYF) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
25 Joint TSCO Tractor Supply Company - Common Stock (TSCO) (Stock) Sale Apr 9, 2026 May 5, 2026 $15,001 to $50,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.
26 Joint VLY Valley National Bancorp (VLY) (Stock) Sale Apr 9, 2026 May 5, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Active Asset Account # 3.

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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