Josh GottheimerFiling
Annual Report | Filed on 13 Aug 2022
This congressional financial disclosure from Josh Gottheimer (annual report) filed on August 13, 2022 contains 46 stock trades including AMZN, AAPL, MSFT, DIA, AGTHX and 4 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
This filing contains 12 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 549 days after the trade date. Only 0% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 12 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
Transactions
PTSNX | Unknown | 14 Dec 2021 | $50,001 - $100,000 | Real Estate Fidelity Brokerage ⇒ Pimco Short Term Fund CL I3 (PTSNX) [MF] 1... |
XC) | Unknown | 18 Oct 2021 | $1,001 - $15,000 | Real Estate TriNet 401(k) Plan - Tusk Strategies LLC ⇒ TA Vanguard Instl Tr... |
CY) | Unknown | 17 Sept 2021 | $1,001 - $15,000 | ADR Stock AssetOwnerDateTx. Type AmountCap. Gains > $200? Morgan Stanley - ... |
XC) | Unknown | 15 Sept 2021 | $1,001 - $15,000 | - |
OT) | Unknown | 22 Jul 2021 | $1,001 - $15,000 | - |
XC) | Unknown | 19 Jul 2021 | $1,001 - $15,000 | - |
CY) | Unknown | 15 Apr 2021 | $1,001 - $15,000 | Publicly traded stock Morgan Stanley - Select UMA Account # 1 ⇒ Pharmaceuti... |
CY) | Unknown | 13 Apr 2021 | $1,001 - $15,000 | Publicly traded stock Morgan Stanley - Select UMA Account # 1 ⇒ Pharmaceuti... |
Unknown | S | 31 Mar 2021 | $15,001 - $50,000 | L OwnerCreditorDate IncurredTypeAmount of Liability |
GI) | Unknown | 11 Mar 2021 | $1,001 - $15,000 | - |
CY) | Unknown | 11 Feb 2021 | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Philip Morris Internati... |
GI) | Unknown | 10 Feb 2021 | $1,001 - $15,000 | - |
AMZN | Unknown | Unknown | $50,001 - $100,000 | Real Estate Ameritrade ⇒ Amazon.com, Inc. (AMZN) [ST] $15,001 - $50,000None... |
AAPL | Unknown | Unknown | $1,001 - $15,000 | - |
AAPL | Unknown | Unknown | $50,001 - $100,000 | - |
MSFT | Unknown | Unknown | $15,001 - $50,000 | - |
DIA | Unknown | Unknown | $15,001 - $50,000 | - |
DIA | Unknown | Unknown | Unknown | - |
Unknown | Unknown | Unknown | $1,001 - $15,000 | - |
Y) | Unknown | Unknown | Unknown | - |
Unknown | Unknown | Unknown | $15,001 - $50,000 | - |
Y) | Unknown | Unknown | $100,001 - $250,000 | Checking & Savings Barclays - Savings Account [BA]$15,001 - $50,000Interest... |
$15,001 - $50,000Tax-Defe... | Unknown | Unknown | $15,001 - $50,000 | - |
AXX) | Unknown | Unknown | $1,001 - $15,000 | - |
AXX) | Unknown | Unknown | $100,001 - $250,000 | - |
$100,001 - $250,000 None ... | Unknown | Unknown | $100,001 - $250,000 | San Francisco, CA Microsoft 401(k) ⇒ BTC LifePath [MF] $100,001 - $250,000 ... |
Y) | Unknown | Unknown | $250,001 - $500,000 | Formerly reported as Proofpoint, Inc. (PFPT). Proofpoint, Inc, is a subsidi... |
Y) | Unknown | Unknown | $15,001 - $50,000 | Call options; Strike Price $145; Expires 9/16/2022 Morgan Stanley - Portfol... |
AGTHX | Unknown | Unknown | $1,001 - $15,000 | - |
AIVSX | Unknown | Unknown | $1,001 - $15,000 | - |
ABMD | Unknown | Unknown | $1,001 - $15,000 | 2020 purchase Morgan Stanley - Select UMA Account # 1 ⇒ adidas AG Sponsored... |
GI) | Unknown | Unknown | $2,501 - $5,000 | - |
XC) | S | Unknown | $1,001 - $15,000 | - |
Y) | Unknown | Unknown | $1,001 - $15,000 | New York, NY, US D: Real Estate Synchrony Bank [BA]$15,001 - $50,000Interes... |
$50,001 -Tax-Deferred Ass... | Unknown | Unknown | $50,001 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
$100,001 - $250,000 Tax-D... | Unknown | Unknown | $100,001 - $250,000 | New York, NY, US D: Technology company Tusk Venture Partners I GP, LLC [OL]... |
$1,001 - $15,000None L: N... | Unknown | Unknown | $1,001 - $15,000 | Technology company Vanguard SEP IRA ⇒ Target Retirement 2040 [MF] |
GOOGL | Unknown | Unknown | $15,001 - $50,000 | Share class exchange, formerly Fidelity 500 Index Investor Class (FUSEX) We... |
Y) | S | Unknown | $15,001 - $50,000 | Checking & Savings WPP - Vanguard - The Savings & Investment Plan ⇒ AmerFun... |
OT) | Unknown | Unknown | $1,001 - $15,000 | - |
Unknown | S | Unknown | $15,001 - $50,000 | G None disclosed. S H: T P R None disclosed. S I: P M C L H None disclosed.... |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of an Initial Pub... |