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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
on 2 pages
5
Purchases
2
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 AMAT Applied Materials, Inc. - Common Stock (AMAT) (Stock) Purchase Aug 6, 2026 Sep 14, 2026 $1,001 to $15,000 New. 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 New. 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 New. 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 New. 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 New. 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 New. 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 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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