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Financial disclosures · Stock trades

Josh Gottheimer

Periodic transaction report filed June 3, 2026, NJ05. Member page · The Clerk's PDF (document 20034693)

20
Transactions
on 4 pages
10
Purchases
10
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 ABT Abbott Laboratories Common Stock (ABT) (Stock) Sale (partial) May 27, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
2 Joint ABBV AbbVie Inc. Common Stock (ABBV) (Stock) Sale May 5, 2026 Jun 2, 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 May 5, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
4 Joint ADI Analog Devices, Inc. - Common Stock (ADI) (Stock) Purchase May 19, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
5 Joint BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) (Stock) Sale (partial) May 4, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
6 Joint BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) (Stock) Sale (partial) May 4, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
7 Joint FN Fabrinet Ordinary Shares (FN) (Stock) Purchase May 1, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
8 Joint INTU Intuit Inc. - Common Stock (INTU) (Stock) Sale (partial) May 22, 2026 Jun 2, 2026 $1,001 to $15,000 New. 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) (Stock) Purchase May 22, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
10 Joint MU Micron Technology, Inc. - Common Stock (MU) (Stock) Purchase May 21, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
11 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Option) Sale May 19, 2026 Jun 2, 2026 $250,001 to $500,000 New. 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) (Option) Sale May 19, 2026 Jun 2, 2026 $500,001 to $1,000,000 New. 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) (Option) Purchase May 19, 2026 Jun 2, 2026 $250,001 to $500,000 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 May 19, 2026 Jun 2, 2026 $500,001 to $1,000,000 New. 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) (Stock) Sale (partial) May 14, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
16 Joint NSRGY NESTLE S.A S/ADR (NSRGY) (Stock) Sale (partial) May 5, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
17 Joint PANW Palo Alto Networks, Inc. (PANW) (Stock) Purchase May 14, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
18 Joint SNDK Sandisk Corporation - Common Stock When-Issued (SNDK) (Stock) Purchase May 7, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
19 Joint TPH Tri Pointe Homes, Inc. Common Stock (TPH) (Stock) Sale May 15, 2026 Jun 2, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
20 Joint TWLO Twilio Inc. Class A Common Stock (TWLO) (Stock) Purchase May 4, 2026 Jun 2, 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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