Want to automatically copy Pelosi trades?
Mirror Nancy Pelosi's portfolio in real-time with just one click on eToro.
Free asset at sign up • Eligible regions only
Live portfolio tracking
Automatic rebalancing
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
Not available in the US.
Past Performance is not an indication of future results.
*Free asset promotion available at sign up in eligible regions only. Terms and conditions apply.
Josh Gottheimer Filing
Annual Report | Filed on 11 Aug 2025
STOCK Act Compliance Violation
This filing contains 35 transactions that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
585
Days Late (Max)
3%
Compliance Rate
35/36
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
11 Aug 2025
Transactions
82 transactions
Y) | S | 19 Dec 2025 | $250,001 - $500,000 | Call options; Strike Price $165; Expires 1/17/2025 Morgan St... |
Unknown | S | 30 Dec 2024 | $15,001 - $50,000 | G None disclosed. S H: T P R Trip DetailsInclusions SourceSt... |
CLPBY | Unknown | 27 Dec 2024 | $1,001 - $15,000 | - |
XC) | Unknown | 06 Dec 2024 | $1,001 - $15,000 | - |
DSCSY | Unknown | 28 Oct 2024 | $1,001 - $15,000 | - |
DSCSY | Unknown | 25 Oct 2024 | $1,001 - $15,000 | - |
XNGSY | Unknown | 17 Oct 2024 | $1,001 - $15,000 | - |
H) | Unknown | 17 Oct 2024 | $1,001 - $15,000 | Call options; Strike price $240; Expires 12/19/2025 Morgan S... |
XNGSY | Unknown | 16 Sept 2024 | $1,001 - $15,000 | - |
H) | Unknown | 16 Sept 2024 | $1,001 - $15,000 | - |
SSMXY | Unknown | 09 Sept 2024 | $1,001 - $15,000 | - |
SSMXY | Unknown | 03 Sept 2024 | $1,001 - $15,000 | - |
Unknown | S | 03 Sept 2024 | $1,001 - $15,000 | L OwnerCreditorDate IncurredTypeAmount of Liability |
MSFT | Unknown | 12 Aug 2024 | $1,001 - $15,000 | Call options; Strike price $225; Expires 12/19/2025 Morgan S... |
OT) | Unknown | 05 Aug 2024 | $1,001 - $15,000 | - |
ALIZY | Unknown | 09 Jul 2024 | $1,001 - $15,000 | - |
XC) | Unknown | 27 Jun 2024 | $1,001 - $15,000 | - |
SBGSY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
SONVY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
TCEHY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
ALFVY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
SYIEY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
ALIZY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
XC) | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
XNGSY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
CHGCY | Unknown | 21 Jun 2024 | $1,001 - $15,000 | - |
Unknown | Unknown | 03 Jun 2024 | $1,001 - $15,000 | - |
CLPBY | Unknown | 17 May 2024 | $1,001 - $15,000 | - |
SSMXY | Unknown | 06 May 2024 | $1,001 - $15,000 | - |
SSMXY | Unknown | 02 May 2024 | $1,001 - $15,000 | Call options; Strike price $220; Expires 06/20/2025 Morgan S... |
TCEHY | Unknown | 30 Apr 2024 | $1,001 - $15,000 | - |
CHGCY | Unknown | 04 Apr 2024 | $1,001 - $15,000 | - |
XNGSY | Unknown | 26 Mar 2024 | $1,001 - $15,000 | - |
Y) | S | 29 Jan 2024 | $15,001 - $50,000 | //fd.house.gov/reference/asset-type-codes.aspx. S B: T Asset... |
XNGSY | Unknown | 11 Jan 2024 | $1,001 - $15,000 | - |
XC) | Unknown | 04 Jan 2024 | $1,001 - $15,000 | Call options; Strike price $170; Expires 01/17/2025 C: Ref: ... |
$1,001 - $15,000None L: New York, NY, US... | Unknown | Unknown | $1,001 - $15,000 | Technology company Wells Fargo Bank Accounts [BA]$15,001 - $... |
IBAFX | Unknown | Unknown | $15,001 - $50,000 | DC DC College Savings - Dependent # 2 ⇒ DC College Savings 2... |
AXX) | Unknown | Unknown | $15,001 - $50,000 | - |
DIA | Unknown | Unknown | $50,001 - $100,000 | - |
Y) | Unknown | Unknown | $100,001 - $250,000 | Money Market fund Morgan Stanley - Active Asset Account # 3 ... |
$15,001 - $50,000Dividends$201 - $1,000 ... | Unknown | Unknown | $15,001 - $50,000 | - |
Unknown | Unknown | Unknown | $1 - $1,000 | - |
DIA | Unknown | Unknown | Unknown | - |
Unknown | Unknown | Unknown | $15,001 - $50,000 | - |
Y) | Unknown | Unknown | Unknown | - |
APDYX | Unknown | Unknown | $15,001 - $50,000 | - |
CAIBX | Unknown | Unknown | $1,001 - $15,000 | - |
AGTHX | Unknown | Unknown | $1,001 - $15,000 | - |
MMM | S | Unknown | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Agios Ph... |
CLPBY | S | Unknown | $201 - $1,000 | Sold for a loss in 2024, transaction under $1,000 Morgan Sta... |
DSCSY | Unknown | Unknown | $1,001 - $15,000 | - |
XNGSY | S | Unknown | $1,001 - $15,000 | Purchases less than $1,000 Morgan Stanley - Select UMA Accou... |
OT) | Unknown | Unknown | $1,001 - $15,000 | - |
XC) | Unknown | Unknown | $1,001 - $15,000 | - |
H) | S | Unknown | $1,001 - $15,000 | Sold for a loss in 2024 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 | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing ... |
FSMDX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing ... |
OANIX | Unknown | Unknown | $1,000 | Shares transferred to Tusk Strategies 401(k) Profit Sharing ... |
SWSSX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing ... |
VFORX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing ... |
FXAIX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing ... |
FEMKX | Unknown | Unknown | $100,001 - $250,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk... |
FSMDX | Unknown | Unknown | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk... |
OANIX | Unknown | Unknown | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk... |
SWSSX | Unknown | Unknown | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk... |
VFORX | Unknown | Unknown | $1,001 - $15,000 | Shares transferred from TriNet 401(k) Plan - Tusk Strategies... |
$250,001 - $500,000 Tax-Deferred D: Shar... | Unknown | Unknown | $250,001 - $500,000 | Shares transferred from TriNet 401(k) Plan - Tusk Strategies... |
Unknown | Unknown | Unknown | $50,001 - $100,000 | Mutual Fund Vanguard SEP IRA ⇒ |
VFORX | Unknown | Unknown | $15,001 - $50,000 | Appreciated over $1,000 Wealthfront ⇒ Home Depot, Inc. (HD) ... |
FEMKX | Unknown | Unknown | $1,001 - $15,000 | - |
FSMDX | Unknown | Unknown | $1,001 - $15,000 | - |
FXAIX | Unknown | Unknown | $1,001 - $15,000 | - |
FEMKX | Unknown | Unknown | $1,001 - $15,000 | - |
OANIX | Unknown | Unknown | $1,001 - $15,000 | - |
FXAIX | Unknown | Unknown | $1,001 - $15,000 | - |
FSMDX | Unknown | Unknown | $1,001 - $15,000 | - |
OANIX | Unknown | Unknown | $1,001 - $15,000 | - |
FXAIX | Unknown | Unknown | $1,001 - $15,000 | - |
FSMDX | Unknown | Unknown | $15,001 - $50,000 | - |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of... |