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Josh Gottheimer

Democrat Every stock trade Josh Gottheimer reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades2,923

Buys / sales1202 / 1720

Estimated volume$335.1MMiddle of each reported range

Trades that beat the market53.5%1,182 of 2,211: did better than the same money in the S&P 500 that day

Typical trade vs. the market+5.8%The middle trade: half did better, half worse

Disclosed late28Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

NVDA · bought October 17, 2022, $1,001 - $15,000

+1616.9% vs. the S&P 500 since

Worst-timed trade

NVDA · sold some September 15, 2022, $1,001 - $15,000

−1482.3% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since December 31, 2019: +109.5% against +132.0% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

Stock	Share of portfolio	Worth about
NVDANvidia	8.9%	$192K
UALUnited Airlines	5.0%	$107K
SHOPShopify	4.1%	$89K
METAMeta Platforms	3.9%	$85K
TSLATesla	3.9%	$84K
WMTWalmart	2.9%	$62K
MAMastercard	2.8%	$60K
JNJJohnson & Johnson	2.7%	$58K
VIAVVIAVI Solutions	2.6%	$56K
NFLXNetflix, Inc.	2.4%	$52K
PGRProgressive Corporation	2.1%	$46K
GLWCorning Inc.	2.1%	$45K

Most traded: MSFT (201), TSLA (58), AAPL (53), GOOG (45), LLY (42), NVDA (27), CRM (24), PYPL (23)

Every trade

Traded	What	Stock	Amount	Vs. the market since
September 25, 2026	Sold some	MCDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹	−2.5%
September 15, 2026	Sold Joint	AMATApplied Materials, Inc. - Common Stock (AMAT)	$1,001 - $15,000¹	+4.7%
August 14, 2026	Bought	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$250,001 - $500,000²	+9.5%
August 14, 2026	Bought	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$500,001 - $1,000,000²	+9.5%
August 14, 2026	Sold	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$250,001 - $500,000²	−9.5%
August 14, 2026	Sold	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$500,001 - $1,000,000²	−9.5%
August 6, 2026	Bought Joint	AMATApplied Materials, Inc. - Common Stock (AMAT)	$1,001 - $15,000²	−22.8%
August 6, 2026	Bought	QSRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²	+1.2%
July 24, 2026	Bought	GOOGMrepresenting a 1/20th Interest in a Share of Series A Mandatory Conver	$1,001 - $15,000³	–
July 24, 2026	Bought	GOOGNrepresenting a 1/20th Interest in a Share of Series B Mandatory Conver	$1,001 - $15,000³	–
July 23, 2026	Bought	GOOGNrepresenting a 1/20th Interest in a Share of Series B Mandatory Conver	$1,001 - $15,000³	–
July 23, 2026	Sold	CCIS O: Morgan Stanley - Select UMA Account # 1 JT Crown Castle	$1,001 - $15,000³	−5.8%
July 20, 2026	Bought	NICES O: Morgan Stanley - Select UMA Account # 1 JT NICE Ltd - A	$1,001 - $15,000³	+9.4%
July 20, 2026	Bought	SAILF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	+25.1%
July 17, 2026	Sold	GTLSF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	–
July 17, 2026	Bought	MNSTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	−10.8%
July 16, 2026	Sold	IBMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	−4.1%
July 16, 2026	Bought	PANWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	+1.8%
July 15, 2026	Bought	CRWDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	+7.7%
July 15, 2026	Sold some	IBMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	−8.6%
July 14, 2026	Sold	FNF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000³	+22.9%
June 17, 2026	Sold some	NTDOYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁴	−14.6%
June 10, 2026	Sold some	INSMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁴	−1.6%
June 1, 2026	Sold Joint	ADCAgree Realty Corporation Common Stock (ADC)	$1,001 - $15,000⁴	+9.2%
June 1, 2026	Sold Joint	BABAAlibaba Group Holding Limited American Depositary Shares each represen	$1,001 - $15,000⁴	+14.7%
June 1, 2026	Sold	BKNGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁴	+5.2%
June 1, 2026	Sold some	NSRGYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁴	–
June 1, 2026	Sold Joint	NVZMYNOVONESIS B UNSP/ADR (NVZMY)	$1,001 - $15,000⁴	–
May 27, 2026	Sold some Joint	ABTAbbott Laboratories Common Stock (ABT)	$1,001 - $15,000⁵	−19.6%
May 22, 2026	Sold some	INTUF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	+0.3%
May 22, 2026	Bought	LITES O: Morgan Stanley - Select UMA Account # 1 D: 5/	$1,001 - $15,000⁵	−11.7%
May 21, 2026	Bought	MUF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	+18.3%
May 19, 2026	Bought	ADIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	−9.7%
May 19, 2026	Sold	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$250,001 - $500,000⁵	−24.0%
May 19, 2026	Sold	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$500,001 - $1,000,000⁵	−24.0%
May 19, 2026	Bought	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$250,001 - $500,000⁵	+24.0%
May 19, 2026	Bought	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$500,001 - $1,000,000⁵	+24.0%
May 15, 2026	Sold	TPHF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	–
May 14, 2026	Sold some Joint	NSRGYNESTLE S.A S/ADR (NSRGY)	$1,001 - $15,000⁵	–
May 14, 2026	Bought	PANWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	+52.3%
May 7, 2026	Bought	SNDKF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	−3.2%
May 5, 2026	Sold	ABBVF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	−31.8%
May 5, 2026	Bought	AMDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	+42.2%
May 5, 2026	Sold some	NSRGYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	–
May 4, 2026	Sold some	BRK.BF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	−6.1%
May 4, 2026	Sold some	BRK.BF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	−6.1%
May 4, 2026	Bought	TWLOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁵	+37.0%
May 1, 2026	Bought Joint	FNFabrinet Ordinary Shares (FN)	$1,001 - $15,000⁵	−52.6%
April 28, 2026	Sold some Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000⁶	−4.8%
April 27, 2026	Bought	AMDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁶	+50.1%
April 24, 2026	Sold some	IBMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁶	+7.2%
April 24, 2026	Sold	NOWF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	−56.7%
April 23, 2026	Bought	AMDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁶	+64.2%
April 16, 2026	Bought	GSF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁶	−11.0%
April 15, 2026	Bought	FCXF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	−9.0%
April 13, 2026	Sold some	HDBF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	+24.7%
April 13, 2026	Bought	INTA[ST] F S: New S O: Morgan Stanley - Select UMA Acc	$1,001 - $15,000⁶	+94.2%
April 9, 2026	Sold	ALLYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁶	+23.4%
April 9, 2026	Sold	TF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	+26.0%
April 9, 2026	Sold Joint	DRIDarden Restaurants, Inc. Common Stock (DRI)	$15,001 - $50,000⁶	+3.3%
April 9, 2026	Sold	DLTRF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	−7.5%
April 9, 2026	Sold	FF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000⁶	+12.0%
April 9, 2026	Sold	GSF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000⁶	+14.9%
April 9, 2026	Sold	HDF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000⁶	+22.7%
April 9, 2026	Sold	MKTXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁶	+18.3%
April 9, 2026	Sold	MLMF S: New S O: Morgan Stanley - Active Asset Accoun	$15,001 - $50,000⁶	+35.0%
April 9, 2026	Sold	PFGCF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000⁶	+3.9%
April 9, 2026	Sold	SYFF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000⁶	+11.2%
April 9, 2026	Sold Joint	TSCOTractor Supply Company - Common Stock (TSCO)	$15,001 - $50,000⁶	+40.4%
April 9, 2026	Sold	VLYF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	+17.3%
April 6, 2026	Bought	CBZF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	+76.6%
April 6, 2026	Bought	FWRGF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000⁶	−8.3%
April 6, 2026	Bought	NTESS O: Morgan Stanley - Active Asset Account # 3 JT NetEase, I	$1,001 - $15,000⁶	−4.3%
March 25, 2026	Bought	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$50,001 - $100,000⁷	+27.9%
March 25, 2026	Bought	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$500,001 - $1,000,000⁷	+27.9%
March 24, 2026	Sold some	CCIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	+13.5%
March 24, 2026	Sold some	XNGSYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	–
March 24, 2026	Bought Joint	FNFabrinet Ordinary Shares (FN)	$1,001 - $15,000⁷	−54.1%
March 12, 2026	Sold	ALCF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	+31.6%
March 12, 2026	Sold some	HDBF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	+33.0%
March 12, 2026	Sold	IFNNYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	−10.3%
March 12, 2026	Sold	INTAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	−61.1%
March 12, 2026	Sold	LZBF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	+23.3%
March 10, 2026	Bought	SES O: Morgan Stanley - Select UMA Account # 1 JT Sea Limited	$1,001 - $15,000⁷	−4.7%
March 6, 2026	Bought	NOWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	+4.7%
March 5, 2026	Bought Joint	APDAir Products and Chemicals, Inc. Common Stock (APD)	$1,001 - $15,000⁷	−4.9%
March 5, 2026	Sold	CBZF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	−74.4%
March 5, 2026	Sold	COLBF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	+11.7%
March 5, 2026	Sold	FWRGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁷	+18.0%
March 5, 2026	Sold some	NTESD: Call options; Strike price $320; Expires 06/18/2026 JT Ne	$1,001 - $15,000⁷	+1.8%
March 5, 2026	Sold	PHRS O: Morgan Stanley - Select UMA Account # 1 JT Phreesia, In	$1,001 - $15,000⁷	+21.9%
February 27, 2026	Bought	IFNNYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	−4.8%
February 27, 2026	Sold	PANWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	−136.1%
February 26, 2026	Bought Joint	FSSFederal Signal Corporation Common Stock (FSS)	$1,001 - $15,000⁸	−15.5%
February 20, 2026	Sold some	INTUF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+25.2%
February 18, 2026	Sold some Joint	CVNACarvana Co. Class A Common Stock (CVNA)	$1,001 - $15,000⁸	+31.1%
February 18, 2026	Sold some Joint	VVisa Inc. (V)	$1,001 - $15,000⁸	−12.3%
February 5, 2026	Bought	CMIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	−15.6%
February 5, 2026	Bought	GEVF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+11.7%
February 5, 2026	Bought	UNHF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+37.5%
February 4, 2026	Sold	NETF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	−77.1%
February 4, 2026	Bought	XOMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+5.9%
February 4, 2026	Sold	FICOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+56.9%
February 4, 2026	Bought	MRKF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+10.2%
February 2, 2026	Bought	XOMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+15.2%
February 2, 2026	Sold some	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	−16.4%
February 2, 2026	Bought	MNSTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁸	+0.8%
January 30, 2026	Sold	NOWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁹	−15.4%
January 30, 2026	Sold some	UBERF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁹	+22.7%
January 27, 2026	Bought Joint	GILDGilead Sciences, Inc. - Common Stock (GILD)	$1,001 - $15,000⁹	+0.7%
January 26, 2026	Bought	ICEF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁹	−20.9%
January 26, 2026	Sold some	NSRGYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁹	–
January 26, 2026	Sold	SNDRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000⁹	+7.3%
December 17, 2025	Sold some	NOWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁰	+20.0%
December 12, 2025	Sold	LNGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁰	−34.2%
December 11, 2025	Sold some	UBERF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁰	+28.7%
December 8, 2025	Sold some Joint	APDAir Products and Chemicals, Inc. Common Stock (APD)	$15,001 - $50,000¹⁰	−14.0%
December 8, 2025	Sold	UTZF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁰	−35.8%
December 5, 2025	Sold	CVLTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁰	−10.7%
December 5, 2025	Sold	MTHRYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁰	–
December 5, 2025	Sold	SES O: Morgan Stanley - Select UMA Account # 1 JT Sea Limited	$1,001 - $15,000¹⁰	+39.8%
December 5, 2025	Sold some Joint	SSMXYSYSMEX CORP UNSP/ASDR (SSMXY)	$1,001 - $15,000¹⁰	–
November 21, 2025	Sold some	DASTYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹¹	+21.6%
November 19, 2025	Sold Joint	BHPBHP Group Limited American Depositary Shares (BHP)	$1,001 - $15,000¹¹	−39.3%
November 19, 2025	Sold	EWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹¹	+15.8%
November 19, 2025	Sold	FISF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000¹¹	+59.0%
November 19, 2025	Sold	HDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹¹	+24.3%
November 19, 2025	Sold Joint	HUBSHubSpot, Inc. Common Stock (HUBS)	$1,001 - $15,000¹¹	+50.5%
November 19, 2025	Sold	KKRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹¹	+41.9%
November 17, 2025	Bought	CSWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹¹	+3.6%
October 20, 2025	Sold some Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000¹²	+8.2%
October 17, 2025	Bought	NTESS O: Morgan Stanley - Select UMA Account # 1 JT NetEase, Inc	$1,001 - $15,000¹²	−30.4%
October 17, 2025	Bought	NICES O: Morgan Stanley - Select UMA Account # 1 JT NICE Ltd - A	$1,001 - $15,000¹²	−27.7%
October 16, 2025	Sold	ICEF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹²	+13.5%
September 30, 2025	Bought	MTHRYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	–
September 23, 2025	Bought Joint	CVLTCommvault Systems, Inc. - Common Stock (CVLT)	$1,001 - $15,000¹³	−38.6%
September 23, 2025	Sold	BWINF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	+9.4%
September 22, 2025	Sold	DEOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	+16.6%
September 22, 2025	Bought	IRTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	−29.4%
September 22, 2025	Bought	NTRAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	+110.2%
September 22, 2025	Bought Joint	SSMXYSYSMEX CORP UNSP/ASDR (SSMXY)	$1,001 - $15,000¹³	–
September 22, 2025	Bought	TNDMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	+9.0%
September 11, 2025	Sold	TTDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	+88.4%
September 3, 2025	Sold some	ISRGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹³	+22.9%
August 22, 2025	Bought	NTRAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁴	+124.8%
August 21, 2025	Sold some	SSMXYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁴	–
August 12, 2025	Sold some Joint	IBMInternational Business Machines Corporation Common Stock (IBM)	$1,001 - $15,000¹⁴	+20.4%
August 12, 2025	Sold some	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁴	+1.4%
August 1, 2025	Sold some	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁴	+6.3%
July 28, 2025	Sold some Joint	WMTWalmart Inc. Common Stock (WMT)	$1,001 - $15,000¹⁵	+0.4%
July 25, 2025	Sold some	IBMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁵	+31.0%
July 22, 2025	Sold some	NTRAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁵	−166.6%
July 18, 2025	Sold some Joint	ABTAbbott Laboratories Common Stock (ABT)	$1,001 - $15,000¹⁵	+38.2%
July 16, 2025	Sold	IRTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁵	+38.5%
July 14, 2025	Sold some	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁵	+9.5%
July 2, 2025	Sold	SWTXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁵	–
June 26, 2025	Sold some Joint	VVisa Inc. (V)	$1,001 - $15,000¹⁶	+10.6%
June 25, 2025	Bought	AVGOF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000¹⁶	−2.9%
June 25, 2025	Sold some	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+11.3%
June 24, 2025	Sold some	COPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	−36.7%
June 24, 2025	Bought	NVDAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+19.7%
June 24, 2025	Sold some	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+13.5%
June 20, 2025	Bought	CVNAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	−37.9%
June 20, 2025	Bought	NETF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+46.5%
June 20, 2025	Sold some	MCDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+45.5%
June 20, 2025	Sold some	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+11.8%
June 16, 2025	Bought	INSMF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000¹⁶	−30.4%
June 13, 2025	Bought	CBF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	−3.8%
June 5, 2025	Sold some	TSLAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+2.8%
June 4, 2025	Sold	CRMF S: New S O: Morgan Stanley - Active Asset Accoun	$1,001 - $15,000¹⁶	+38.0%
June 4, 2025	Sold	UNPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	−1.2%
June 3, 2025	Sold Joint	AKAMAkamai Technologies, Inc. - Common Stock (AKAM)	$1,001 - $15,000¹⁶	+15.6%
June 3, 2025	Sold Joint	FISFidelity National Information Services, Inc. Common Stock (FIS)	$1,001 - $15,000¹⁶	+84.5%
June 3, 2025	Sold	PFEF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁶	+3.4%
May 29, 2025	Bought	TSLAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−29.7%
May 28, 2025	Bought	APPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−63.1%
May 28, 2025	Bought	GLWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	+148.6%
May 28, 2025	Sold some	UPSF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	+30.2%
May 27, 2025	Bought	TSLAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−30.7%
May 23, 2025	Bought	SES O: Morgan Stanley - Select UMA Account # 1 JT Sea Limited	$1,001 - $15,000¹⁷	−73.9%
May 23, 2025	Sold	ZTOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	+15.1%
May 22, 2025	Bought Joint	ABBVAbbVie Inc. Common Stock (ABBV)	$1,001 - $15,000¹⁷	+24.0%
May 22, 2025	Bought	ASMLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	+89.3%
May 22, 2025	Bought Joint	GLWCorning Incorporated Common Stock (GLW)	$1,001 - $15,000¹⁷	+152.8%
May 22, 2025	Bought	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−13.8%
May 22, 2025	Bought	CRMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−47.4%
May 22, 2025	Bought Joint	TELTE Connectivity plc Ordinary Shares (TEL)	$1,001 - $15,000¹⁷	+1.7%
May 21, 2025	Bought	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−13.2%
May 16, 2025	Bought	TSLAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−26.3%
May 15, 2025	Bought	TSLAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−25.0%
May 15, 2025	Bought	UBERF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−51.8%
May 14, 2025	Sold	CLPBYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	–
May 14, 2025	Sold	FIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	–
May 14, 2025	Sold	GILDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−28.6%
May 14, 2025	Sold some	UNICYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	–
May 13, 2025	Sold some	LLYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	−36.2%
May 8, 2025	Sold some	GOOGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	–
May 1, 2025	Bought	LLYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁷	+19.4%
April 23, 2025	Bought	RTXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+11.3%
April 22, 2025	Bought	LNGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−24.9%
April 21, 2025	Bought	DHIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−34.8%
April 21, 2025	Bought	HDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−61.3%
April 21, 2025	Sold some	KKRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+60.7%
April 21, 2025	Bought	TLKF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−66.6%
April 21, 2025	Bought	TTNDYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 21, 2025	Bought	TPHF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 17, 2025	Sold	ABBVF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−18.4%
April 17, 2025	Sold	AEISF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−127.7%
April 17, 2025	Sold	ASMLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−109.8%
April 17, 2025	Sold	CDREF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+60.8%
April 17, 2025	Sold	GLWF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000¹⁸	−186.8%
April 17, 2025	Sold	EPACF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+55.3%
April 17, 2025	Sold	HLMNF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+51.5%
April 17, 2025	Sold	PARF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+115.9%
April 17, 2025	Sold	CRMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+49.3%
April 17, 2025	Sold some	SBUXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+27.7%
April 17, 2025	Sold	TELF S: New S O: Morgan Stanley - Select UMA Account	$15,001 - $50,000¹⁸	−18.2%
April 17, 2025	Sold	THRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 17, 2025	Sold	TWLOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−175.9%
April 17, 2025	Sold Joint	USPHU.S. Physical Therapy, Inc. Common Stock (USPH)	$1,001 - $15,000¹⁸	+19.1%
April 17, 2025	Sold some	UNPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+15.5%
April 16, 2025	Sold	APPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+31.0%
April 14, 2025	Sold	APPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+30.4%
April 14, 2025	Sold some	BXS O: Morgan Stanley - Select UMA Account # 1 JT Blackstone I	$1,001 - $15,000¹⁸	+61.4%
April 14, 2025	Sold some	KKRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+58.2%
April 11, 2025	Sold	SMNNYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	ADCF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+48.7%
April 9, 2025	Sold some Joint	APDAir Products and Chemicals, Inc. Common Stock (APD)	$1,001 - $15,000¹⁸	+29.8%
April 9, 2025	Sold some	ALIZYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	GOOGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	ABCBF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−4.5%
April 9, 2025	Sold some	APPFF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+47.9%
April 9, 2025	Sold some	AAPLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−32.0%
April 9, 2025	Sold some	ABGS O: Morgan Stanley - Select UMA Account # 1 JT Asbury Autom	$1,001 - $15,000¹⁸	+67.8%
April 9, 2025	Sold some	ATLKYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	BCPCF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+33.7%
April 9, 2025	Sold some	BRK.BF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+38.6%
April 9, 2025	Sold some	BHPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−47.1%
April 9, 2025	Sold some	BLKF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+14.2%
April 9, 2025	Sold some	CATYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−8.7%
April 9, 2025	Sold some	CBZF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+68.7%
April 9, 2025	Sold some	CENTAS O: Morgan Stanley - Select UMA Account # 1 JT Central Gard	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	SKYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+48.3%
April 9, 2025	Sold some	CVXS O: Morgan Stanley - Select UMA Account # 1 JT Chevron Corp	$1,001 - $15,000¹⁸	−13.4%
April 9, 2025	Sold some	CHGCYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	CINFF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+13.5%
April 9, 2025	Sold some	CSCOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−44.1%
April 9, 2025	Sold some	KOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+9.2%
April 9, 2025	Sold	GLWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−179.3%
April 9, 2025	Sold some	CCIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+54.6%
April 9, 2025	Sold some Joint	DASTYDASSAULT SYSTEMES SA ADR (DASTY)	$1,001 - $15,000¹⁸	+71.7%
April 9, 2025	Sold some	DBSDYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	DF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+19.0%
April 9, 2025	Sold some	DASHF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+40.4%
April 9, 2025	Sold some	LLYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−25.4%
April 9, 2025	Sold some	FASTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+7.2%
April 9, 2025	Sold some	FISF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+90.9%
April 9, 2025	Sold some Joint	FMXFomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX)	$1,001 - $15,000¹⁸	+16.8%
April 9, 2025	Sold some	GMEDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+34.5%
April 9, 2025	Sold some	HLNF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+37.7%
April 9, 2025	Sold some	HDBF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+69.0%
April 9, 2025	Sold some	HMNF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+26.6%
April 9, 2025	Sold some	HLIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+58.2%
April 9, 2025	Sold some	IDAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+21.4%
April 9, 2025	Sold some Joint	INSMInsmed Incorporated - Common Stock (INSM)	$1,001 - $15,000¹⁸	−6.2%
April 9, 2025	Sold some	INTAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+64.2%
April 9, 2025	Sold some	ISRGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+58.9%
April 9, 2025	Sold some	JNJF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−27.1%
April 9, 2025	Sold some	LRLCYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	LOWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+53.0%
April 9, 2025	Sold some Joint	MTSIMACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)	$1,001 - $15,000¹⁸	−113.9%
April 9, 2025	Sold some	MGYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+29.8%
April 9, 2025	Sold some	MFCF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−9.8%
April 9, 2025	Sold some	MAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+21.1%
April 9, 2025	Sold some	MCKF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−8.0%
April 9, 2025	Sold some	METAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+14.9%
April 9, 2025	Sold some	NSRGYF S: New S O: Morgan Stanley - Portfolio Managemen	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	NFLXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+63.9%
April 9, 2025	Sold some Joint	NTDOYNintendo Co Ltd ADR (NTDOY)	$1,001 - $15,000¹⁸	+64.9%
April 9, 2025	Sold some	NSCF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−5.6%
April 9, 2025	Sold some	NOCF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+43.2%
April 9, 2025	Sold some	NVDAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−49.3%
April 9, 2025	Sold some	PATKF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+57.1%
April 9, 2025	Sold some	PAYXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+64.9%
April 9, 2025	Sold some	PGRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+61.5%
April 9, 2025	Sold some Joint	RBCRBC Bearings Incorporated Common Stock (RBC)	$1,001 - $15,000¹⁸	−8.6%
April 9, 2025	Sold some	RIOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−21.5%
April 9, 2025	Sold some	RHHBYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	SAPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+54.0%
April 9, 2025	Sold some	SHELF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−21.4%
April 9, 2025	Sold some	SLGNF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+63.7%
April 9, 2025	Sold some	SPXCF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+16.9%
April 9, 2025	Sold some	STAGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+29.7%
April 9, 2025	Sold some	SBUXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+31.4%
April 9, 2025	Sold some	STRLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−191.0%
April 9, 2025	Sold some	SFF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+21.3%
April 9, 2025	Sold some	SSMXYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	TSMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−125.3%
April 9, 2025	Sold Joint	TELTE Connectivity plc Ordinary Shares (TEL)	$1,001 - $15,000¹⁸	−18.4%
April 9, 2025	Sold some	TCEHYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 9, 2025	Sold some	TXNF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−24.0%
April 9, 2025	Sold some	DSGXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+56.0%
April 9, 2025	Sold some	UFPIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+69.2%
April 9, 2025	Sold some	UMBFF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+1.0%
April 7, 2025	Sold	CHXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 7, 2025	Bought	SCHWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−18.6%
April 5, 2025	Bought Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000¹⁸	−24.4%
April 4, 2025	Bought Joint	BABAAlibaba Group Holding Limited American Depositary Shares each represen	$1,001 - $15,000¹⁸	−59.1%
April 4, 2025	Bought	FIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 4, 2025	Bought	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$50,001 - $100,000¹⁸	−2.8%
April 3, 2025	Bought	ABBVF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	−2.3%
April 3, 2025	Sold	ITCIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	–
April 1, 2025	Bought	ABBVF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+0.8%
April 1, 2025	Sold some	BRK.BF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+37.8%
April 1, 2025	Sold some	BLKF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁸	+17.4%
March 24, 2025	Sold some	SPOTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+46.7%
March 24, 2025	Bought	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−18.2%
March 19, 2025	Sold Joint	AZTAAzenta, Inc. - Common Stock (AZTA)	$1,001 - $15,000¹⁹	+43.4%
March 19, 2025	Sold some	AVGOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−32.0%
March 19, 2025	Sold some	CHRDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−3.0%
March 19, 2025	Sold	CRNXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	–
March 19, 2025	Sold	DHIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+29.2%
March 19, 2025	Sold some	DEOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+46.7%
March 19, 2025	Sold Joint	DSCSYDISCO CORP UNSP /ADR (DSCSY)	$1,001 - $15,000¹⁹	–
March 19, 2025	Sold	DAVAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+126.7%
March 19, 2025	Sold	FLYWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−52.0%
March 19, 2025	Sold	HDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+48.9%
March 19, 2025	Sold some	PPBIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	–
March 19, 2025	Sold Joint	TLKPT Telekomunikasi Indonesia, Tbk (TLK)	$1,001 - $15,000¹⁹	+49.8%
March 19, 2025	Sold some	NOWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+48.1%
March 19, 2025	Sold some	SHOPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−37.4%
March 19, 2025	Sold	SNOWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−78.4%
March 19, 2025	Sold	TNDMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+57.1%
March 19, 2025	Sold	TTNDYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	–
March 19, 2025	Sold some	TSLAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−17.6%
March 19, 2025	Sold Joint	TPHTri Pointe Homes, Inc. Common Stock (TPH)	$1,001 - $15,000¹⁹	–
March 17, 2025	Sold some	ITCIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	–
March 17, 2025	Bought	WMTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−1.3%
March 13, 2025	Bought	APPF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−42.1%
March 13, 2025	Sold some	BBVAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−46.4%
March 13, 2025	Bought	DASHF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−33.9%
March 13, 2025	Sold	IFNNYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−18.3%
March 12, 2025	Bought	ASMLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+95.3%
March 11, 2025	Bought	WMTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−4.0%
March 10, 2025	Sold some	LLYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−13.2%
March 10, 2025	Bought	FIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	–
March 10, 2025	Bought	IBMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−46.5%
March 7, 2025	Sold some	APDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+39.3%
March 7, 2025	Bought	GILDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+0.0%
March 7, 2025	Sold some	JNJF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−17.9%
March 6, 2025	Sold some Joint	ABTAbbott Laboratories Common Stock (ABT)	$1,001 - $15,000¹⁹	+57.1%
March 6, 2025	Sold some	AAPLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−11.2%
March 6, 2025	Sold some	MAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+22.7%
March 5, 2025	Sold some	AAPLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−13.3%
March 5, 2025	Bought	BKNGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−49.3%
March 5, 2025	Bought	METAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−20.1%
March 5, 2025	Bought	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−19.0%
March 4, 2025	Bought	BKNGF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−50.4%
March 4, 2025	Sold some	TSMF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−100.8%
March 3, 2025	Sold	PYPLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	+50.3%
March 3, 2025	Bought	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−21.7%
March 18, 2024LATE	Bought	ICEF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000¹⁹	−32.6%
February 28, 2025	Sold some Joint	GSGoldman Sachs Group, Inc. (GS)	$1,001 - $15,000²⁰	−13.3%
February 28, 2025	Bought	VF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−19.7%
February 27, 2025	Sold some	BXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+64.2%
February 27, 2025	Sold	XYZF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+7.5%
February 27, 2025	Sold some	KKRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+65.6%
February 27, 2025	Sold	FNAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	–
February 26, 2025	Sold some	BXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+63.0%
February 26, 2025	Bought	FIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	–
February 26, 2025	Sold some	KKRF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+63.8%
February 25, 2025	Sold	VRTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−101.8%
February 24, 2025	Sold some	AAPLF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−9.8%
February 24, 2025	Sold some	HDF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+48.6%
February 24, 2025	Sold some	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−4.3%
February 21, 2025	Sold some	AAPLS O: Morgan Stanley - Select UMA Account # 1 JT Apple Inc. -	$1,001 - $15,000²⁰	−11.2%
February 21, 2025	Sold some	BRK.BF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+17.5%
February 21, 2025	Sold some	SCHWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+11.6%
February 21, 2025	Sold some	CSCOF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−39.2%
February 21, 2025	Sold some	DASTYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+65.9%
February 21, 2025	Bought	FIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	–
February 21, 2025	Sold some	IFNNYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−16.0%
February 21, 2025	Sold some	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−3.5%
February 21, 2025	Sold some Joint	NTDOYNintendo Co Ltd ADR (NTDOY)	$1,001 - $15,000²⁰	+59.4%
February 21, 2025	Sold some	PAYXF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+54.1%
February 21, 2025	Bought	SNOWF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+59.4%
February 21, 2025	Sold some	SPOTF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+41.2%
February 19, 2025	Sold some	LLYF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	−18.4%
February 19, 2025	Sold	ICFIF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+38.7%
February 14, 2025	Bought	MSFTF S: New S O: Morgan Stanley - Select UMA Account	$1,000,001 - $5,000,000²⁰	+5.5%
February 14, 2025	Bought Joint	MSFTMicrosoft Corporation - Common Stock (MSFT)	$500,001 - $1,000,000²⁰	+5.5%
February 14, 2025	Bought	MSFTD: Call options; Strike price $240; Expires 12/19/2025 C	$1,000,001 - $5,000,000²⁰	+5.5%
February 14, 2025	Bought	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$1,000,001 - $5,000,000²⁰	+5.5%
February 14, 2025	Sold	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$500,001 - $1,000,000²⁰	−5.5%
February 14, 2025	Sold	MSFTD: Call options; Strike price $325; Expires 6/18/2026 C	$250,001 - $500,000²⁰	−5.5%
February 14, 2025	Sold	MSFTD: Call options; Strike price $325; Expires 6/18/2026 C	$1,000,001 - $5,000,000²⁰	−5.5%
February 14, 2025	Sold some	MSFTS O: Morgan Stanley - Portfolio Management Active Assets Acc	$1,000,001 - $5,000,000²⁰	−5.5%
February 14, 2025	Sold some	TSLAF S: New S O: Morgan Stanley - Select UMA Account	$1,001 - $15,000²⁰	+24.7%
February 13, 2025	Bought Joint	ABTAbbott Laboratories Common Stock (ABT)	$1,001 - $15,000²⁰	−47.0%
February 13, 2025	Sold some	DHIS O: Morgan Stanley - Select UMA Account # 1 JT D.R. Horton,	$1,001 - $15,000²⁰	+18.8%

Showing the latest 400 of 2,923 trades.

Sources

Each trade links to the report it was filed on.

1
Josh Gottheimer: periodic transaction report filed October 7, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035590.pdf
H20035590
2
Josh Gottheimer: periodic transaction report filed September 14, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035455.pdf
H20035455
3
Josh Gottheimer: periodic transaction report filed August 10, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035186.pdf
H20035186
4
Josh Gottheimer: periodic transaction report filed July 7, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034938.pdf
H20034938
5
Josh Gottheimer: periodic transaction report filed June 3, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034693.pdf
H20034693
6
Josh Gottheimer: periodic transaction report filed May 19, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034585.pdf
H20034585
7
Josh Gottheimer: periodic transaction report filed April 8, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034305.pdf
H20034305
8
Josh Gottheimer: periodic transaction report filed March 16, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034130.pdf
H20034130
9
Josh Gottheimer: periodic transaction report filed February 26, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033930.pdf
H20033930
10
Josh Gottheimer: periodic transaction report filed January 14, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033756.pdf
H20033756
11
Josh Gottheimer: periodic transaction report filed December 29, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033576.pdf
H20033576
12
Josh Gottheimer: periodic transaction report filed November 17, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033398.pdf
H20033398
13
Josh Gottheimer: periodic transaction report filed October 15, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032246.pdf
H20032246
14
Josh Gottheimer: periodic transaction report filed September 5, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20031032.pdf
H20031032
15
Josh Gottheimer: periodic transaction report filed August 11, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030848.pdf
H20030848
16
Josh Gottheimer: periodic transaction report filed July 16, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030621.pdf
H20030621
17
Josh Gottheimer: periodic transaction report filed June 11, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030462.pdf
H20030462
18
Josh Gottheimer: periodic transaction report filed May 14, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030338.pdf
H20030338
19
Josh Gottheimer: periodic transaction report filed April 10, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029083.pdf
H20029083
20
Josh Gottheimer: periodic transaction report filed March 6, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027901.pdf
H20027901