Live
On chain pricesETH $2,673.34SPY $768.84▼ -0.22%QQQ $740.52▼ -0.27%NVDA $231.75▲ +3.09%AAPL $341.75▲ +0.47%MSFT $508.09▼ -1.75%AMZN $246.32▼ -1.28%GOOGL $341.45▼ -0.76%META $720.51▼ -3.94%TSLA $362.16▼ -2.85%AVGO $352.29▼ -0.09%PLTR $187.87▼ -0.96%COIN $193.48▼ -1.40%NFLX $70.72▼ -0.87%GLD $380.04▼ -3.00%Latest filings▼Spouse of Pete Sessions (R) sold AAPL$100,001 to $250,000 · filed Sep 22▲Spouse of Rick W. Allen (R) bought AVGO$1,001 to $15,000 · filed Sep 22▼Spouse of Rick W. Allen (R) sold ROL$15,001 to $50,000 · filed Sep 22▲Spouse of Rick W. Allen (R) bought TSM$1,001 to $15,000 · filed Sep 22▼Pete Sessions (R) sold ABBV$15,001 to $50,000 · filed Sep 18▼Pete Sessions (R) sold GOOGL$15,001 to $50,000 · filed Sep 18▲David J. Taylor (R) bought IBP$1,001 to $15,000 · filed Sep 17▲David J. Taylor (R) bought PG$1,001 to $15,000 · filed Sep 17▲Scott Franklin (R) bought ACN$1,001 to $15,000 · filed Sep 17▲Spouse of Scott Franklin (R) bought ACN$1,001 to $15,000 · filed Sep 17
$CONGRESS
Official portrait of Josh Gottheimer
Official portrait · Office of the Clerk
Member of the House

Josh Gottheimer

DemocratNJ-5· New JerseyDemocrat
Post on X

Committees

  • Committee on Financial Services
  • Permanent Select Committee on Intelligence
Reports on file
21
Trades read
560
Buys
189
Sells
371
Declared in 2026
$3.8M to $9.1M

“Declared in 2026” is the sum of the ranges declared on 122 trades filed that year. A range, not an exact amount.

Trades

Trades filed by Josh Gottheimer560 on file · newest disclosure first
Microsoft Corporation - Common Stock4 mo ago · JointBUYMSFTOptionsOn chain$500,001 to $1,000,00015 dto discloseCopy
BUY

Josh Gottheimer (joint account) bought $500,001 to $1,000,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]
Owner
Joint
Traded
May 19, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 15 days after the trade. That is legal.

Filer's description: Call options; Strike price $325; Expires 06/18/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

They bought options. You can buy the stock.
NESTLE S.A S/ADR4 mo ago · JointSELLNSRGY$1,001 to $15,00020 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of NESTLE S.A S/ADR, a partial sale.

NSRGYNESTLE S.A S/ADR[ST]
Owner
Joint
Traded
May 14, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 20 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

NESTLE S.A S/ADR4 mo ago · JointSELLNSRGY$1,001 to $15,00029 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of NESTLE S.A S/ADR, a partial sale.

NSRGYNESTLE S.A S/ADR[ST]
Owner
Joint
Traded
May 5, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 29 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

Palo Alto Networks, Inc.4 mo ago · JointBUYPANW$1,001 to $15,00020 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Palo Alto Networks, Inc.

PANWPalo Alto Networks, Inc.[ST]
Owner
Joint
Traded
May 14, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 20 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

Sandisk Corporation - Common Stock When-Issued4 mo ago · JointBUYSNDKOn chain$1,001 to $15,00027 dto discloseCopy
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Sandisk Corporation - Common Stock When-Issued.

SNDKSandisk Corporation - Common Stock When-Issued[ST]
Owner
Joint
Traded
May 7, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 27 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

Tri Pointe Homes, Inc. Common Stock4 mo ago · JointSELLTPH$1,001 to $15,00019 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Tri Pointe Homes, Inc.

TPHTri Pointe Homes, Inc. Common Stock[ST]
Owner
Joint
Traded
May 15, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 19 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

Twilio Inc. Class A Common Stock4 mo ago · JointBUYTWLO$1,001 to $15,00030 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Twilio Inc.

TWLOTwilio Inc. Class A Common Stock[ST]
Owner
Joint
Traded
May 4, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 30 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

3M Company Common Stock4 mo ago · JointSELLMMM$1,001 to $15,00021 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of 3M Company, a partial sale.

MMM3M Company Common Stock[ST]
Owner
Joint
Traded
Apr 28, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 21 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Advanced Micro Devices, Inc.4 mo ago · JointBUYAMDOn chain$1,001 to $15,00022 dto discloseCopy
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Advanced Micro Devices, Inc.

AMDAdvanced Micro Devices, Inc.[ST]
Owner
Joint
Traded
Apr 27, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 22 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Advanced Micro Devices, Inc.4 mo ago · JointBUYAMDOn chain$1,001 to $15,00026 dto discloseCopy
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Advanced Micro Devices, Inc.

AMDAdvanced Micro Devices, Inc.[ST]
Owner
Joint
Traded
Apr 23, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 26 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Ally Financial Inc. Common Stock4 mo ago · JointSELLALLY$1,001 to $15,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Ally Financial Inc.

ALLYAlly Financial Inc. Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

AT&T Inc.4 mo ago · JointSELLT$1,001 to $15,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of AT&T Inc.

TAT&T Inc.[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

CBIZ, Inc. Common Stock4 mo ago · JointBUYCBZ$1,001 to $15,00043 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of CBIZ, Inc.

CBZCBIZ, Inc. Common Stock[ST]
Owner
Joint
Traded
Apr 6, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 43 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Darden Restaurants, Inc. Common Stock4 mo ago · JointSELLDRI$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Darden Restaurants, Inc.

DRIDarden Restaurants, Inc. Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Dollar Tree, Inc. - Common Stock4 mo ago · JointSELLDLTR$1,001 to $15,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Dollar Tree, Inc.

DLTRDollar Tree, Inc. - Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

First Watch Restaurant Group, Inc. - Common Stock4 mo ago · JointBUYFWRG$1,001 to $15,00043 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of First Watch Restaurant Group, Inc.

FWRGFirst Watch Restaurant Group, Inc. - Common Stock[ST]
Owner
Joint
Traded
Apr 6, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 43 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Ford Motor Company Common Stock4 mo ago · JointSELLF$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Ford Motor Company.

FFord Motor Company Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Freeport-McMoRan, Inc. Common Stock4 mo ago · JointBUYFCX$1,001 to $15,00034 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Freeport-McMoRan, Inc.

FCXFreeport-McMoRan, Inc. Common Stock[ST]
Owner
Joint
Traded
Apr 15, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 34 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Goldman Sachs Group, Inc.4 mo ago · JointBUYGS$1,001 to $15,00033 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Goldman Sachs Group, Inc.

GSGoldman Sachs Group, Inc.[ST]
Owner
Joint
Traded
Apr 16, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 33 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Goldman Sachs Group, Inc.4 mo ago · JointSELLGS$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Goldman Sachs Group, Inc.

GSGoldman Sachs Group, Inc.[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

HDFC Bank Limited Common Stock4 mo ago · JointSELLHDB$1,001 to $15,00036 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of HDFC Bank Limited, a partial sale.

HDBHDFC Bank Limited Common Stock[ST]
Owner
Joint
Traded
Apr 13, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Home Depot, Inc.4 mo ago · JointSELLHD$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Home Depot, Inc.

HDHome Depot, Inc.[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Infineon Technologies AG4 mo ago · JointBUYIFNNY$1,001 to $15,00036 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Infineon Technologies AG.

IFNNYInfineon Technologies AG[ST]
Owner
Joint
Traded
Apr 13, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Intapp, Inc. - Common Stock4 mo ago · JointBUYINTA$1,001 to $15,00036 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Intapp, Inc.

INTAIntapp, Inc. - Common Stock[ST]
Owner
Joint
Traded
Apr 13, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

International Business Machines Corporation Common Stock4 mo ago · JointSELLIBM$1,001 to $15,00025 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of International Business Machines Corporation, a partial sale.

IBMInternational Business Machines Corporation Common Stock[ST]
Owner
Joint
Traded
Apr 24, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 25 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

MarketAxess Holdings, Inc. - Common Stock4 mo ago · JointSELLMKTX$1,001 to $15,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of MarketAxess Holdings, Inc.

MKTXMarketAxess Holdings, Inc. - Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Martin Marietta Materials, Inc. Common Stock4 mo ago · JointSELLMLM$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Martin Marietta Materials, Inc.

MLMMartin Marietta Materials, Inc. Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares4 mo ago · JointBUYNTES$1,001 to $15,00043 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of NetEase, Inc.

NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares[ST]
Owner
Joint
Traded
Apr 6, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 43 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Performance Food Group Company Common Stock4 mo ago · JointSELLPFGC$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Performance Food Group Company.

PFGCPerformance Food Group Company Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

ServiceNow, Inc. Common Stock4 mo ago · JointSELLNOW$1,001 to $15,00025 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of ServiceNow, Inc.

NOWServiceNow, Inc. Common Stock[ST]
Owner
Joint
Traded
Apr 24, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 25 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Synchrony Financial Common Stock4 mo ago · JointSELLSYF$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Synchrony Financial.

SYFSynchrony Financial Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Tractor Supply Company - Common Stock4 mo ago · JointSELLTSCO$15,001 to $50,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $15,001 to $50,000 of Tractor Supply Company.

TSCOTractor Supply Company - Common Stock[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Valley National Bancorp4 mo ago · JointSELLVLY$1,001 to $15,00040 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Valley National Bancorp.

VLYValley National Bancorp[ST]
Owner
Joint
Traded
Apr 9, 2026
Disclosed
May 19, 2026
Account
Morgan Stanley - Active Asset Account # 3

Disclosed 40 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034585Share this trade

Air Products and Chemicals, Inc. Common Stock6 mo ago · JointBUYAPD$1,001 to $15,00034 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Air Products and Chemicals, Inc.

APDAir Products and Chemicals, Inc. Common Stock[ST]
Owner
Joint
Traded
Mar 5, 2026
Disclosed
Apr 8, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 34 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034305Share this trade

Alcon Inc. Ordinary Shares6 mo ago · JointSELLALC$1,001 to $15,00027 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Alcon Inc.

ALCAlcon Inc. Ordinary Shares[ST]
Owner
Joint
Traded
Mar 12, 2026
Disclosed
Apr 8, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 27 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034305Share this trade

CBIZ, Inc. Common Stock6 mo ago · JointSELLCBZ$1,001 to $15,00034 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of CBIZ, Inc.

CBZCBIZ, Inc. Common Stock[ST]
Owner
Joint
Traded
Mar 5, 2026
Disclosed
Apr 8, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 34 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034305Share this trade

Columbia Banking System, Inc. - Common Stock6 mo ago · JointSELLCOLB$1,001 to $15,00034 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Columbia Banking System, Inc.

COLBColumbia Banking System, Inc. - Common Stock[ST]
Owner
Joint
Traded
Mar 5, 2026
Disclosed
Apr 8, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 34 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034305Share this trade

Crown Castle Inc. Common Stock6 mo ago · JointSELLCCI$1,001 to $15,00015 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Crown Castle Inc., a partial sale.

CCICrown Castle Inc. Common Stock[ST]
Owner
Joint
Traded
Mar 24, 2026
Disclosed
Apr 8, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 15 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034305Share this trade

EEN ENERGY HLDGS UNSP/ADR6 mo ago · JointSELLXNGSY$1,001 to $15,00015 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of EEN ENERGY HLDGS UNSP/ADR, a partial sale.

XNGSYEEN ENERGY HLDGS UNSP/ADR[ST]
Owner
Joint
Traded
Mar 24, 2026
Disclosed
Apr 8, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 15 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034305Share this trade

Fabrinet Ordinary Shares6 mo ago · JointBUYFN$1,001 to $15,00015 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Fabrinet.

FNFabrinet Ordinary Shares[ST]
Owner
Joint
Traded
Mar 24, 2026
Disclosed
Apr 8, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 15 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034305Share this trade

Overview

Trades by month of the trade
  • Buys
  • Sells
118
Show as a table
MonthBuysSells
Sep 202400
Oct 202400
Nov 202400
Dec 20241639
Jan 20254140
Feb 20252238
Mar 20251433
Apr 202514104
May 2025168
Jun 2025612
Jul 202507
Aug 202514
Sep 202564
Oct 202522
Nov 202517
Dec 202509
Jan 202624
Feb 202697
Mar 2026612
Apr 2026917
May 20261010
Jun 202607
Jul 202685
Aug 202652

Most traded

  1. MSFT17 buys · 18 sells
  2. V10 buys · 8 sells
  3. LLY1 buy · 12 sells
  4. TSLA9 buys · 4 sells
  5. WMT7 buys · 1 sell

Whose account

  • Joint560 trades · 100%

As declared in the Owner column of each report.

Source reports: 21 PDFs at the Clerk
Reports on file21 reports · latest first
  • Filed Sep 14, 2026 · #20035455Read, 7 tradesPDF
  • Filed Aug 10, 2026 · #20035186Read, 13 tradesPDF
  • Filed Jul 7, 2026 · #20034938Read, 7 tradesPDF
  • Filed Jun 3, 2026 · #20034693Read, 20 tradesPDF
  • Filed May 19, 2026 · #20034585Read, 26 tradesPDF
  • Filed Apr 8, 2026 · #20034305Read, 18 tradesPDF
  • Filed Mar 16, 2026 · #20034130Read, 16 tradesPDF
  • Filed Feb 26, 2026 · #20033930Read, 6 tradesPDF
  • Filed Jan 14, 2026 · #20033756Read, 9 tradesPDF
  • Filed Dec 29, 2025 · #20033576Read, 8 tradesPDF
  • Filed Nov 17, 2025 · #20033398Read, 4 tradesPDF
  • Filed Oct 15, 2025 · #20032246Read, 10 tradesPDF
  • Filed Sep 5, 2025 · #20031032Read, 5 tradesPDF
  • Filed Aug 11, 2025 · #20030848Read, 7 tradesPDF
  • Filed Jul 16, 2025 · #20030621Read, 18 tradesPDF
  • Filed Jun 11, 2025 · #20030462Read, 24 tradesPDF
  • Filed May 14, 2025 · #20030338Read, 118 tradesPDF
  • Filed Apr 10, 2025 · #20029083Read, 48 tradesPDF
  • Filed Mar 6, 2025 · #20027901Read, 60 tradesPDF
  • Filed Feb 10, 2025 · #20026732Read, 81 tradesPDF
  • Filed Jan 14, 2025 · #20026533Read, 55 tradesPDF

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