At a glance
- 3499 trades disclosed, 2017 to 2026
- 1462 purchases, 2035 sales, 2 other
- 3388 Stock/ETF · 111 Other
- MSFT traded most, 215 times
- Median of 707 priceable purchases +13.0% vs SPY +19.0%
Democratic U.S. representative from New Jersey's 5th district
Committees: Financial Services · Intelligence
Updated Sep 14, 2026 · Members have up to 45 days to report a trade, so the newest transactions may not be filed yet. · Congressional trading statistics
This is a record of what Josh Gottheimer has filed, not a portfolio: amounts are disclosed as brackets rather than exact figures, and many of these trades are made by advisers or in managed accounts. Nothing here is investment advice.
Current committee assignments, from the public congress-legislators dataset. The last column counts this member’s own disclosed trades in companies that sit inside each committee’s jurisdiction.
| Committee | Role | Oversees | Trades in those sectors |
|---|---|---|---|
| Financial Services | Member | Financial Services, Real Estate | 208 (CCI, ADC, GS +25) |
| Intelligence | Member | No single market sector | — |
208 of Josh Gottheimer's 3499 disclosed transactions were in a sector a committee they sit on has jurisdiction over. That is a statement about jurisdiction, not a finding of wrongdoing, and it is not an accusation of one. Members frequently hold stock through managed accounts, index funds, and spousal portfolios they do not direct. Committees without a single clear market sector, such as Appropriations, Rules, and the Judiciary, are marked as such and counted for nothing. The full mapping is published on our congressional trading statistics page.
Congressional filings report a single stream of transactions. These are the asset classes it actually contains, which is what decides whether a performance figure can be computed at all.
| Asset class | Transactions | Share of record | Priced here |
|---|---|---|---|
| Stocks and ETFs | 3388 | 97% | Yes |
| Options, futures and other | 111 | 3% | No |
Only listed stocks and ETFs can be priced against an index. Bonds, municipal securities and structured notes are excluded from every return figure on this page.
Among 707 priceable purchases with a completed 12-month window, across 224 securities, the median return was +13.0%, versus +19.0% for SPY. That is 707 of the 1462 purchases on this record. Each is measured over the 12 months after its transaction date, equal-weighted, one count per purchase. Every ranked member on one page: the Congress vs S&P 500 scorecard.
| Measure | This member | SPY over the same windows |
|---|---|---|
| Median 12-month return after purchase | +13.0% | +19.0% |
| Median difference vs SPY | -4.0% | — |
| Purchases that beat SPY | 314 of 707 (44%) | — |
| Stock | Purchased | Next 12 months | vs SPY |
|---|---|---|---|
| Best three | |||
| GLW | May 22, 2025 | +305.7% | +276.4% |
| NVDA | Oct 17, 2022 | +269.8% | +249.1% |
| GLW | May 28, 2025 | +275.6% | +245.7% |
| Worst three | |||
| SHLS | Oct 16, 2023 | -67.6% | -102.4% |
| SHLS | Aug 10, 2023 | -76.6% | -97.8% |
| FOXF | Oct 16, 2023 | -57.9% | -92.6% |
What this is not. These are not Josh Gottheimer's returns. Disclosures report a dollar bracket and never a share count, so positions cannot be weighted and every purchase here counts once and equally. Sales are not matched back to the buys that opened them, so a position may well have been sold long ago; this measures how the stock moved in the year after the disclosed purchase date, nothing more. 1 of the 707 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet. The 707 scored purchases cover 224 securities, so repeat buys of the same holding are counted separately and this is not 707 independent decisions. A further 51 purchases are not counted because the ticker no longer trades or could not be priced.
Ranked by how many separate transactions name the security, across the whole record. Only holdings that carry a ticker in the filings appear here.
| Security | Trades | Buys / sells | Largest bracket | Last traded |
|---|---|---|---|---|
| MSFT Microsoft Corporation - Comm | 215 | 99 buy 116 sell | up to $25,000,000 | Aug 14, 2026 |
| AAPL Apple Inc. - Common Stock | 76 | 35 buy 41 sell | up to $50,000 | Apr 9, 2025 |
| TSLA Tesla, Inc. - Common Stock | 60 | 26 buy 34 sell | up to $15,000 | Jun 5, 2025 |
| GOOG Alphabet Inc. - Class C Capi | 45 | 20 buy 25 sell | up to $15,000 | May 8, 2025 |
| LLY Eli Lilly and Company Common | 44 | 18 buy 26 sell | up to $15,000 | May 13, 2025 |
| NVDA NVIDIA Corporation - Common | 43 | 14 buy 29 sell | up to $15,000 | Jun 24, 2025 |
| META Meta Platforms, Inc. - Class | 33 | 13 buy 20 sell | up to $50,000 | Apr 9, 2025 |
| AMD Advanced Micro Devices, Inc. | 32 | 17 buy 15 sell | up to $15,000 | May 5, 2026 |
| PYPL PayPal Holdings, Inc. - Comm | 28 | 6 buy 22 sell | up to $15,000 | Mar 3, 2025 |
| MA Mastercard Incorporated Comm | 27 | 11 buy 16 sell | up to $15,000 | Apr 9, 2025 |
| CRM Salesforce, Inc. Common Stoc | 26 | 12 buy 14 sell | up to $15,000 | Jun 4, 2025 |
| NFLX Netflix, Inc. - Common Stock | 23 | 8 buy 15 sell | up to $50,000 | Apr 9, 2025 |
The 120 most recent of 3499 disclosed transactions, newest first. 3379 older trades are not shown here; each filing link below opens the original document.
| Security | Type | Action | Disclosed amount | Held by | Traded | Disclosed | Filing |
|---|---|---|---|---|---|---|---|
| MSFT Call options; Strike price $340; Expires 10/16/2026 | Other | ▲ Purchase | $250,001 - $500,000 | Joint | Aug 14, 2026 | Sep 14, 2026 | Filing ↗ |
| MSFT Call options; Strike price $330; Expires 10/16/2026 | Other | ▲ Purchase | $500,001 - $1,000,000 | Joint | Aug 14, 2026 | Sep 14, 2026 | Filing ↗ |
| MSFT Call options; Strike price $340; Expires 12/18/2026 | Other | ▼ Sale (Full) | $250,001 - $500,000 | Joint | Aug 14, 2026 | Sep 14, 2026 | Filing ↗ |
| MSFT Call options; Strike price $335; Expires 12/18/2026 | Other | ▼ Sale (Full) | $500,001 - $1,000,000 | Joint | Aug 14, 2026 | Sep 14, 2026 | Filing ↗ |
| AMAT | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Aug 6, 2026 | Sep 14, 2026 | Filing ↗ |
| RSG | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Aug 6, 2026 | Sep 14, 2026 | Filing ↗ |
| QSR | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Aug 6, 2026 | Sep 14, 2026 | Filing ↗ |
| GOOGM | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 24, 2026 | Aug 10, 2026 | Filing ↗ |
| GOOGN | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 24, 2026 | Aug 10, 2026 | Filing ↗ |
| GOOGL | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 24, 2026 | Aug 10, 2026 | Filing ↗ |
| GOOGN | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 23, 2026 | Aug 10, 2026 | Filing ↗ |
| CCI | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jul 23, 2026 | Aug 10, 2026 | Filing ↗ |
| GOOGL | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 23, 2026 | Aug 10, 2026 | Filing ↗ |
| NICE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 20, 2026 | Aug 10, 2026 | Filing ↗ |
| SAIL | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 20, 2026 | Aug 10, 2026 | Filing ↗ |
| GTLS | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jul 17, 2026 | Aug 10, 2026 | Filing ↗ |
| MNST | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 17, 2026 | Aug 10, 2026 | Filing ↗ |
| IBM | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jul 16, 2026 | Aug 10, 2026 | Filing ↗ |
| PANW | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 16, 2026 | Aug 10, 2026 | Filing ↗ |
| CRWD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 15, 2026 | Aug 10, 2026 | Filing ↗ |
| IBM | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jul 15, 2026 | Aug 10, 2026 | Filing ↗ |
| FN | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jul 14, 2026 | Aug 10, 2026 | Filing ↗ |
| NTDOY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jun 17, 2026 | Jul 7, 2026 | Filing ↗ |
| INSM | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jun 10, 2026 | Jul 7, 2026 | Filing ↗ |
| ADC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jun 1, 2026 | Jul 7, 2026 | Filing ↗ |
| BABA | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jun 1, 2026 | Jul 7, 2026 | Filing ↗ |
| BKNG | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jun 1, 2026 | Jul 7, 2026 | Filing ↗ |
| NSRGY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jun 1, 2026 | Jul 7, 2026 | Filing ↗ |
| NVZMY | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jun 1, 2026 | Jul 7, 2026 | Filing ↗ |
| ABT | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | May 27, 2026 | Jun 3, 2026 | Filing ↗ |
| INTU Description: 5/26/26 full sale less than $1,000 | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | May 22, 2026 | Jun 3, 2026 | Filing ↗ |
| LITE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 22, 2026 | Jun 3, 2026 | Filing ↗ |
| MU | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 21, 2026 | Jun 3, 2026 | Filing ↗ |
| ADI | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 19, 2026 | Jun 3, 2026 | Filing ↗ |
| MSFT Description: Call options; Strike price $340; Expires 10/16/2026 | Other | ▼ Sale (Full) | $250,001 - $500,000 | Joint | May 19, 2026 | Jun 3, 2026 | Filing ↗ |
| MSFT Description: Call options; Strike price $330; Expires 10/16/2026 | Other | ▼ Sale (Full) | $500,001 - $1,000,000 | Joint | May 19, 2026 | Jun 3, 2026 | Filing ↗ |
| MSFT Description: Call options; Strike price $325; Expires 06/18/2026 | Other | ▲ Purchase | $250,001 - $500,000 | Joint | May 19, 2026 | Jun 3, 2026 | Filing ↗ |
| MSFT Description: Call options; Strike price $325; Expires 06/18/2026 | Other | ▲ Purchase | $500,001 - $1,000,000 | Joint | May 19, 2026 | Jun 3, 2026 | Filing ↗ |
| TPH | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | May 15, 2026 | Jun 3, 2026 | Filing ↗ |
| NSRGY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | May 14, 2026 | Jun 3, 2026 | Filing ↗ |
| PANW | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 14, 2026 | Jun 3, 2026 | Filing ↗ |
| SNDK | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 7, 2026 | Jun 3, 2026 | Filing ↗ |
| ABBV | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | May 5, 2026 | Jun 3, 2026 | Filing ↗ |
| AMD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 5, 2026 | Jun 3, 2026 | Filing ↗ |
| NSRGY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | May 5, 2026 | Jun 3, 2026 | Filing ↗ |
| BRK.B | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | May 4, 2026 | Jun 3, 2026 | Filing ↗ |
| TWLO | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 4, 2026 | Jun 3, 2026 | Filing ↗ |
| FN | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | May 1, 2026 | Jun 3, 2026 | Filing ↗ |
| MMM | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Apr 28, 2026 | May 19, 2026 | Filing ↗ |
| AMD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 27, 2026 | May 19, 2026 | Filing ↗ |
| IBM | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Apr 24, 2026 | May 19, 2026 | Filing ↗ |
| NOW | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Apr 24, 2026 | May 19, 2026 | Filing ↗ |
| AMD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 23, 2026 | May 19, 2026 | Filing ↗ |
| GS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 16, 2026 | May 19, 2026 | Filing ↗ |
| FCX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 15, 2026 | May 19, 2026 | Filing ↗ |
| HDB | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Apr 13, 2026 | May 19, 2026 | Filing ↗ |
| IFNNY | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 13, 2026 | May 19, 2026 | Filing ↗ |
| INTA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 13, 2026 | May 19, 2026 | Filing ↗ |
| ALLY | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| T | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| DRI | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| DLTR | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| F | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| GS | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| HD | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| MKTX | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| MLM | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| PFGC | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| SYF | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| TSCO | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| VLY | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Apr 9, 2026 | May 19, 2026 | Filing ↗ |
| CBZ | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 6, 2026 | May 19, 2026 | Filing ↗ |
| FWRG | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 6, 2026 | May 19, 2026 | Filing ↗ |
| NTES | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Apr 6, 2026 | May 19, 2026 | Filing ↗ |
| MSFT Call options; Strike price $325; Expires 06/18/2026 | Other | ▲ Purchase | $50,001 - $100,000 | Joint | Mar 25, 2026 | Apr 8, 2026 | Filing ↗ |
| MSFT Call options; Strike price $320; Expires 06/18/2026 | Other | ▲ Purchase | $500,001 - $1,000,000 | Joint | Mar 25, 2026 | Apr 8, 2026 | Filing ↗ |
| CCI | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Mar 24, 2026 | Apr 8, 2026 | Filing ↗ |
| XNGSY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Mar 24, 2026 | Apr 8, 2026 | Filing ↗ |
| FN | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Mar 24, 2026 | Apr 8, 2026 | Filing ↗ |
| ALC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 12, 2026 | Apr 8, 2026 | Filing ↗ |
| HDB | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Mar 12, 2026 | Apr 8, 2026 | Filing ↗ |
| IFNNY | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 12, 2026 | Apr 8, 2026 | Filing ↗ |
| INTA | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 12, 2026 | Apr 8, 2026 | Filing ↗ |
| LZB | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 12, 2026 | Apr 8, 2026 | Filing ↗ |
| SE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Mar 10, 2026 | Apr 8, 2026 | Filing ↗ |
| NOW | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Mar 6, 2026 | Apr 8, 2026 | Filing ↗ |
| APD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Mar 5, 2026 | Apr 8, 2026 | Filing ↗ |
| CBZ | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 5, 2026 | Apr 8, 2026 | Filing ↗ |
| COLB | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 5, 2026 | Apr 8, 2026 | Filing ↗ |
| FWRG | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 5, 2026 | Apr 8, 2026 | Filing ↗ |
| NTES | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Mar 5, 2026 | Apr 8, 2026 | Filing ↗ |
| PHR | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 5, 2026 | Apr 8, 2026 | Filing ↗ |
| IFNNY Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 27, 2026 | Mar 16, 2026 | Filing ↗ |
| PANW Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 27, 2026 | Mar 16, 2026 | Filing ↗ |
| FSS Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 26, 2026 | Mar 16, 2026 | Filing ↗ |
| INTU Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Feb 20, 2026 | Mar 16, 2026 | Filing ↗ |
| CVNA Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Feb 18, 2026 | Mar 16, 2026 | Filing ↗ |
| V Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Feb 18, 2026 | Mar 16, 2026 | Filing ↗ |
| CMI Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 5, 2026 | Mar 16, 2026 | Filing ↗ |
| GEV Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 5, 2026 | Mar 16, 2026 | Filing ↗ |
| UNH Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 5, 2026 | Mar 16, 2026 | Filing ↗ |
| NET Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 4, 2026 | Mar 16, 2026 | Filing ↗ |
| XOM Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 4, 2026 | Mar 16, 2026 | Filing ↗ |
| FICO Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 4, 2026 | Mar 16, 2026 | Filing ↗ |
| MRK Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 4, 2026 | Mar 16, 2026 | Filing ↗ |
| XOM Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 2, 2026 | Mar 16, 2026 | Filing ↗ |
| MSFT Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Feb 2, 2026 | Mar 16, 2026 | Filing ↗ |
| MNST Filing Status: New
Subholding Of: Morgan Stanley - Select UMA Account # 1 | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 2, 2026 | Mar 16, 2026 | Filing ↗ |
| NOW | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jan 30, 2026 | Feb 26, 2026 | Filing ↗ |
| UBER | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 30, 2026 | Feb 26, 2026 | Filing ↗ |
| GILD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 27, 2026 | Feb 26, 2026 | Filing ↗ |
| ICE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 26, 2026 | Feb 26, 2026 | Filing ↗ |
| NSRGY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 26, 2026 | Feb 26, 2026 | Filing ↗ |
| SNDR | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jan 26, 2026 | Feb 26, 2026 | Filing ↗ |
| NOW | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Dec 17, 2025 | Jan 14, 2026 | Filing ↗ |
| LNG | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Dec 12, 2025 | Jan 14, 2026 | Filing ↗ |
| UBER | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Dec 11, 2025 | Jan 14, 2026 | Filing ↗ |
| APD | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | Dec 8, 2025 | Jan 14, 2026 | Filing ↗ |
| UTZ | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Dec 8, 2025 | Jan 14, 2026 | Filing ↗ |
| CVLT | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Dec 5, 2025 | Jan 14, 2026 | Filing ↗ |
Josh Gottheimer has disclosed 3499 transactions in the public STOCK Act record we track, running from Jan 3, 2017 to Aug 14, 2026. That is 1462 purchases and 2035 sales. Each one is a periodic transaction report filed with the Clerk of the House.
The most frequently traded positions on Josh Gottheimer's disclosures are MSFT (215 trades), AAPL (76 trades), TSLA (60 trades), GOOG (45 trades), LLY (44 trades). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.
Among 707 priceable purchases with a completed 12-month window, across 224 securities, the median return was +13.0%, versus +19.0% for SPY over the same windows. That is a median difference of -4.0%, and 314 of the 707 (44%) beat the index. That is 707 of the 1462 purchases on this record; the rest are unpriceable, still inside their 12-month window, or not equities. These are not the member's actual returns: disclosures give a dollar bracket and no share count, so each purchase is counted once and weighted equally, and any later sale is not matched back to the buy.
Each disclosed purchase is measured over a fixed 12-month window, from the close on the first trading day on or after the reported transaction date to the close 12 months later, using split- and dividend-adjusted prices. The same window is applied to SPY and the difference is the excess return. A fixed window is used so that trades from different years are comparable: measuring every purchase up to today instead would score a 2014 buy against a decade of index compounding and a recent buy against a few months. Purchases from the last 12 months are excluded because their window has not closed, and 51 more could not be priced because the ticker no longer trades. Sales, options, bonds, municipal securities and structured notes are not included. Figures update daily.
Not all of them. Of the 3499 transactions on record, 2 are marked as the spouse's and 3171 as jointly held. Members must disclose trades made by a spouse or dependent child, and many are executed by financial advisers or in managed accounts, so a disclosure is not evidence that the member personally chose the stock.
The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (Aug 14, 2026) was disclosed on Sep 14, 2026 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Josh Gottheimer currently holds.
No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $5,000,001 - $25,000,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.
Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.