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Josh Gottheimer Filing
Annual Report | Filed on 13 Aug 2024
STOCK Act Compliance Violation
This filing contains 15 transactions that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
517
Days Late (Max)
0%
Compliance Rate
15/15
Non-Compliant
About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.
Politician Name
Josh Gottheimer
Filing Type
Annual Report
Filed Date
13 Aug 2024
Transactions
61 transactions
ADYEY | Unknown | 16 Oct 2023 | $1,001 - $15,000 | US D: ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Al... |
SMNNY | Unknown | 16 Oct 2023 | $1,001 - $15,000 | - |
ADYEY | Unknown | 15 Sept 2023 | $1,001 - $15,000 | - |
CY) | Unknown | 15 Sept 2023 | $1,001 - $15,000 | US D: ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Ha... |
ADYEY | Unknown | 21 Aug 2023 | $1,001 - $15,000 | - |
XC) | Unknown | 10 Aug 2023 | $1,001 - $15,000 | - |
ADYEY | Unknown | 19 Jul 2023 | $1,001 - $15,000 | - |
ADYEY | Unknown | 18 Jul 2023 | $1,001 - $15,000 | - |
CY) | Unknown | 14 Jul 2023 | $1,001 - $15,000 | - |
XC) | Unknown | 14 Jul 2023 | $1,001 - $15,000 | - |
OT) | Unknown | 13 Jul 2023 | $1,001 - $15,000 | - |
CY) | Unknown | 13 Jun 2023 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Phreesia... |
H) | Unknown | 24 May 2023 | $1,001 - $15,000 | - |
Y) | S | 22 Mar 2023 | $15,001 - $50,000 | Checking & Savings WPP - Vanguard - The Savings & Investment... |
MUB | S | 15 Mar 2023 | $15,001 - $50,000 | Mutual Fund Wealthfront ⇒ iShares National Muni Bond ETF (MU... |
IBAFX | Unknown | Unknown | $15,001 - $50,000 | DC DC College Savings - Dependent # 2 ⇒ DC College Savings 2... |
AXX) | Unknown | Unknown | $15,001 - $50,000 | Transferred cash to Morgan Stanley Traditional Inherited IRA... |
AXX) | Unknown | Unknown | $15,001 - $50,000 | Overall loss in 2023 Ford Interest Advantage [BA]$1,001 - $1... |
NoneNone D: Dissolved in 2023 JANA STRAT... | Unknown | Unknown | $250,001 - $500,000 | Dissolved in 2023 JANA STRATEGIC INVESTMENTS BENCHMARK FUND,... |
DIA | Unknown | Unknown | $50,001 - $100,000 | - |
Y) | Unknown | Unknown | $100,001 - $250,000 | Money Market fund Morgan Stanley - Active Asset Account # 2 ... |
$15,001 - $50,000None Morgan Stanley - A... | Unknown | Unknown | $15,001 - $50,000 | - |
Unknown | Unknown | Unknown | $1,001 - $15,000 | - |
DIA | Unknown | Unknown | Unknown | - |
Unknown | Unknown | Unknown | $15,001 - $50,000 | - |
Y) | Unknown | Unknown | Unknown | - |
APDYX | Unknown | Unknown | $15,001 - $50,000 | - |
Y) | Unknown | Unknown | $250,001 - $500,000 | Call options; Strike Price $165; Expires 1/17/2025 Morgan St... |
CAIBX | Unknown | Unknown | $1,001 - $15,000 | - |
AGTHX | Unknown | Unknown | $1,001 - $15,000 | - |
ABBV | S | Unknown | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Agree Re... |
CY) | S | Unknown | $1,001 - $15,000 | Sold for a loss in 2023 Morgan Stanley - Select UMA Account ... |
OT) | Unknown | Unknown | $1,001 - $15,000 | - |
XC) | S | Unknown | $1,001 - $15,000 | sold for a loss in 2023 Morgan Stanley - Select UMA Account ... |
H) | S | Unknown | $1,001 - $15,000 | sold for a loss in 2023 Morgan Stanley - Select UMA Account ... |
Y) | S | Unknown | $1,001 - $15,000 | Previously reported as Russell Inv US Small Cap Eq S (RLESX)... |
FEMKX | Unknown | Unknown | $50,001 - $100,000 | - |
FSMDX | Unknown | Unknown | $1,001 - $15,000 | Formerly reported as SSgA Emerging Markets Index Ret Acct Tr... |
OANIX | Unknown | Unknown | $1,001 - $15,000 | Formerly reported as SSgA S&P Mid Cap Index Ret Acct TriNet ... |
SWSSX | Unknown | Unknown | $1,001 - $15,000 | - |
VFORX | Unknown | Unknown | $1,001 - $15,000 | - |
FXAIX | Unknown | Unknown | $100,001 - $250,000 | - |
FEMKX | Unknown | Unknown | $15,001 - $50,000 | - |
FSMDX | Unknown | Unknown | $1,001 - $15,000 | - |
OANIX | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Deferred Tusk Strate... | Unknown | Unknown | $1,001 - $15,000 | - |
$15,001 - $50,000Tax-Deferred AssetOwner... | Unknown | Unknown | $15,001 - $50,000 | Mutual Fund Tusk Venture Partners I GP, LLC [OL]$100,001 - $... |
VFORX | Unknown | Unknown | $1,001 - $15,000 | Technology company Vanguard SEP IRA ⇒ Vanguard Target Retire... |
GOOGL | S | Unknown | $15,001 - $50,000 | Appreciated over $1,000 Wealthfront ⇒ Home Depot, Inc. (HD) ... |
SMNNY | Unknown | Unknown | Unknown | - |
VFORX | Unknown | Unknown | $15,001 - $50,000 | - |
VFORX | Unknown | Unknown | $1,001 - $15,000 | - |
FXAIX | Unknown | Unknown | $15,001 - $50,000 | - |
FEMKX | Unknown | Unknown | $15,001 - $50,000 | - |
FSMDX | Unknown | Unknown | $1,001 - $15,000 | - |
OANIX | Unknown | Unknown | $1,001 - $15,000 | - |
VTTHX | Unknown | Unknown | $1,001 - $15,000 | - |
VTTHX | Unknown | Unknown | $15,001 - $50,000 | - |
12/1/2023S$15,001 - $50,000 Tusk Strateg... | Unknown | Unknown | $15,001 - $50,000 | - |
Unknown | S | Unknown | $15,001 - $50,000 | G None disclosed. S H: T P R None disclosed. S I: P M C L H ... |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of... |