Josh Gottheimer
Periodic transaction report filed June 3, 2026, NJ05. Member page · The Clerk's PDF
20
Transactions
from a 4-page report
10
Purchases
10
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 | ABT Abbott Laboratories Common Stock (ABT) | Sale (partial) | May 27, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 2 | Joint | ABBV AbbVie Inc. Common Stock (ABBV) | Sale | May 5, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 3 | Joint | AMD Advanced Micro Devices, Inc. (AMD) | Purchase | May 5, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 4 | Joint | ADI Analog Devices, Inc. - Common Stock (ADI) | Purchase | May 19, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 5 | Joint | BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale (partial) | May 4, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 6 | Joint | BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale (partial) | May 4, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 7 | Joint | FN Fabrinet Ordinary Shares (FN) | Purchase | May 1, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 8 | Joint | INTU Intuit Inc. - Common Stock (INTU) | Sale (partial) | May 22, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. 5/26/26 full sale less than $1,000. |
| 9 | Joint | LITE Lumentum Holdings Inc. - Common Stock (LITE) | Purchase | May 22, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 10 | Joint | MU Micron Technology, Inc. - Common Stock (MU) | Purchase | May 21, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 11 | Joint | MSFT Microsoft Corporation - Common Stock (MSFT) | Sale | May 19, 2026 | Jun 2, 2026 | $250,001 to $500,000 | Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $340; Expires 10/16/2026. |
| 12 | Joint | MSFT Microsoft Corporation - Common Stock (MSFT) | Sale | May 19, 2026 | Jun 2, 2026 | $500,001 to $1,000,000 | Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $330; Expires 10/16/2026. |
| 13 | Joint | MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase | May 19, 2026 | Jun 2, 2026 | $250,001 to $500,000 | 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 | May 19, 2026 | Jun 2, 2026 | $500,001 to $1,000,000 | Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $325; Expires 06/18/2026. |
| 15 | Joint | NSRGY NESTLE S.A S/ADR (NSRGY) | Sale (partial) | May 14, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 16 | Joint | NSRGY NESTLE S.A S/ADR (NSRGY) | Sale (partial) | May 5, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 17 | Joint | PANW Palo Alto Networks, Inc. (PANW) | Purchase | May 14, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 18 | Joint | SNDK Sandisk Corporation - Common Stock When-Issued (SNDK) | Purchase | May 7, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 19 | Joint | TPH Tri Pointe Homes, Inc. Common Stock (TPH) | Sale | May 15, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |
| 20 | Joint | TWLO Twilio Inc. Class A Common Stock (TWLO) | Purchase | May 4, 2026 | Jun 2, 2026 | $1,001 to $15,000 | Subholding of Morgan Stanley - Select UMA Account # 1. |