Josh GottheimerFiling
Annual Report | Filed on 11 Aug 2025
This congressional financial disclosure from Josh Gottheimer (annual report) filed on August 11, 2025 contains 82 stock trades including IBAFX, DIA, APDYX, CAIBX, AGTHX and 19 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
This filing contains 35 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 585 days after the trade date. Only 3% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 35 transaction(s) 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 GottheimerFiling 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 Stanley - Portfol... |
Unknown | S | 30 Dec 2024 | $15,001 - $50,000 | G None disclosed. S H: T P R Trip DetailsInclusions SourceStart Date End Da... |
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 Stanley - Portfo... |
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 Stanley - Active... |
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 Stanley - Portfo... |
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 AssetOwnerDateTx. Ty... |
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: 044Q34N6 Morgan... |
$1,001 - $15,000None L: N... | Unknown | Unknown | $1,001 - $15,000 | Technology company Wells Fargo Bank Accounts [BA]$15,001 - $50,000None D: C... |
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 | - |
DIA | Unknown | Unknown | $50,001 - $100,000 | - |
Y) | Unknown | Unknown | $100,001 - $250,000 | Money Market fund Morgan Stanley - Active Asset Account # 3 ⇒ Akamai Techno... |
$15,001 - $50,000Dividend... | 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 Pharmaceuticals, ... |
CLPBY | S | Unknown | $201 - $1,000 | Sold for a loss in 2024, transaction under $1,000 Morgan Stanley - Select U... |
DSCSY | Unknown | Unknown | $1,001 - $15,000 | - |
XNGSY | S | Unknown | $1,001 - $15,000 | Purchases less than $1,000 Morgan Stanley - Select UMA Account # 1 ⇒ Enerpa... |
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 # 1 ⇒ Union Pac... |
Y) | S | Unknown | $1,001 - $15,000 | Previously reported as Russell Inv US Small Cap Eq S (RLESX) Morgan Stanley... |
FEMKX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
FSMDX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
OANIX | Unknown | Unknown | $1,000 | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
SWSSX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
VFORX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
FXAIX | Unknown | Unknown | Unknown | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan Tusk Strat... |
FEMKX | Unknown | Unknown | $100,001 - $250,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
FSMDX | Unknown | Unknown | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
OANIX | Unknown | Unknown | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
SWSSX | Unknown | Unknown | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
VFORX | Unknown | Unknown | $1,001 - $15,000 | Shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC Tusk Strat... |
$250,001 - $500,000 Tax-D... | Unknown | Unknown | $250,001 - $500,000 | Shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC Tusk Strat... |
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) [ST] $1,001 - $... |
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 an Initial Pub... |