Josh GottheimerFiling
Annual Report | Filed on 13 Aug 2024
This congressional financial disclosure from Josh Gottheimer (annual report) filed on August 13, 2024 contains 61 stock trades including IBAFX, DIA, APDYX, CAIBX, AGTHX and 12 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
This filing contains 15 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 517 days after the trade date. Only 0% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 15 transaction(s) 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 GottheimerFiling 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 ⇒ Alnylam Pharmaceu... |
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 ⇒ Haier Smart Home ... |
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, Inc. (PHR) [S... |
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 Plan ⇒ AmerFun... |
MUB | S | 15 Mar 2023 | $15,001 - $50,000 | Mutual Fund Wealthfront ⇒ iShares National Muni Bond ETF (MUB) [EF] 03/15/2... |
IBAFX | Unknown | Unknown | $15,001 - $50,000 | DC DC College Savings - Dependent # 2 ⇒ DC College Savings 2028 Portfolio [... |
AXX) | Unknown | Unknown | $15,001 - $50,000 | Transferred cash to Morgan Stanley Traditional Inherited IRA account; Fidel... |
AXX) | Unknown | Unknown | $15,001 - $50,000 | Overall loss in 2023 Ford Interest Advantage [BA]$1,001 - $15,000Interest$1... |
NoneNone D: Dissolved in ... | Unknown | Unknown | $250,001 - $500,000 | Dissolved in 2023 JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP [HE] $250,0... |
DIA | Unknown | Unknown | $50,001 - $100,000 | - |
Y) | Unknown | Unknown | $100,001 - $250,000 | Money Market fund Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour,... |
$15,001 - $50,000None Mor... | 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 Stanley - Portfol... |
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 Realty Corporatio... |
CY) | S | Unknown | $1,001 - $15,000 | Sold for a loss in 2023 Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Hort... |
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 # 1 ⇒ Symrise A... |
H) | S | Unknown | $1,001 - $15,000 | sold for a loss in 2023 Morgan Stanley - Select UMA Account # 1 ⇒ Universal... |
Y) | S | Unknown | $1,001 - $15,000 | Previously reported as Russell Inv US Small Cap Eq S (RLESX) Morgan Stanley... |
FEMKX | Unknown | Unknown | $50,001 - $100,000 | - |
FSMDX | Unknown | Unknown | $1,001 - $15,000 | Formerly reported as SSgA Emerging Markets Index Ret Acct TriNet 401(k) Pla... |
OANIX | Unknown | Unknown | $1,001 - $15,000 | Formerly reported as SSgA S&P Mid Cap Index Ret Acct TriNet 401(k) Plan - T... |
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-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
$15,001 - $50,000Tax-Defe... | Unknown | Unknown | $15,001 - $50,000 | Mutual Fund Tusk Venture Partners I GP, LLC [OL]$100,001 - $250,000 None L:... |
VFORX | Unknown | Unknown | $1,001 - $15,000 | Technology company Vanguard SEP IRA ⇒ Vanguard Target Retirement 2040 Fund ... |
GOOGL | S | Unknown | $15,001 - $50,000 | Appreciated over $1,000 Wealthfront ⇒ Home Depot, Inc. (HD) [ST] $1,001 - $... |
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 - $50,0... | 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 None disclosed.... |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of an Initial Pub... |