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Financial disclosures · Stock trades

Josh Gottheimer

Periodic transaction report filed September 14, 2026, NJ05. Member page · The Clerk's PDF (document 20035455)

7
Transactions
from a 2-page report
5
Purchases
2
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Joint AMAT Applied Materials, Inc. - Common Stock (AMAT) (Stock) Purchase Aug 6, 2026 Sep 14, 2026 $1,001 to $15,000 Subholding of Morgan Stanley - Select UMA Account # 1.
2 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Option) Purchase Aug 14, 2026 Sep 14, 2026 $250,001 to $500,000 Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $340; Expires 10/16/2026.
3 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Option) Purchase Aug 14, 2026 Sep 14, 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.
4 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Option) Sale Aug 14, 2026 Sep 14, 2026 $250,001 to $500,000 Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $340; Expires 12/18/2026.
5 Joint MSFT Microsoft Corporation - Common Stock (MSFT) (Option) Sale Aug 14, 2026 Sep 14, 2026 $500,001 to $1,000,000 Subholding of Morgan Stanley - Portfolio Management Active Assets Account. Call options; Strike price $335; Expires 12/18/2026.
6 Joint RSG Republic Services, Inc. Common Stock (RSG) (Stock) Purchase Aug 6, 2026 Sep 14, 2026 $1,001 to $15,000 Subholding of Morgan Stanley - Select UMA Account # 1.
7 Joint QSR Restaurant Brands International Inc. Common Shares (QSR) (Stock) Purchase Aug 6, 2026 Sep 14, 2026 $1,001 to $15,000 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 and the Clerk's filing date with the STOCK Act's deadlines (30 days after notification, never more than 45 days after the trade) and is not an ethics finding.

All of Josh Gottheimer's reported trades Their filings

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