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Financial disclosures · Stock trades

Josh Gottheimer

Periodic transaction report filed August 10, 2026, NJ05. Member page · The Clerk's PDF (document 20035186)

13
Transactions
on 3 pages
8
Purchases
5
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 GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM) (Stock) Purchase Jul 24, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
2 Joint GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) (Stock) Purchase Jul 23, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
3 Joint GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) (Stock) Purchase Jul 24, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
4 Joint GTLS Chart Industries, Inc. (GTLS) (Stock) Sale Jul 17, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
5 Joint CRWD CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) (Stock) Purchase Jul 15, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
6 Joint CCI Crown Castle Inc. Common Stock (CCI) (Stock) Sale Jul 23, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
7 Joint FN Fabrinet Ordinary Shares (FN) (Stock) Sale Jul 14, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
8 Joint IBM International Business Machines Corporation Common Stock (IBM) (Stock) Sale (partial) Jul 15, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
9 Joint IBM International Business Machines Corporation Common Stock (IBM) (Stock) Sale Jul 16, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
10 Joint MNST Monster Beverage Corporation - Common Stock (MNST) (Stock) Purchase Jul 17, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
11 Joint NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) (Stock) Purchase Jul 20, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
12 Joint PANW Palo Alto Networks, Inc. (PANW) (Stock) Purchase Jul 16, 2026 Aug 6, 2026 $1,001 to $15,000 New. Subholding of Morgan Stanley - Select UMA Account # 1.
13 Joint SAIL SailPoint Technologies Holdings, Inc. (SAIL) (Stock) Purchase Jul 20, 2026 Aug 6, 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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