Josh GottheimerFiling
Annual Report | Filed on 13 Aug 2020
This congressional financial disclosure from Josh Gottheimer (annual report) filed on August 13, 2020 contains 306 stock trades including SPGI, MSFT, GOOG, AAPL, ISRG and 157 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
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Politician Name
Josh GottheimerFiling Type
Annual Report
Filed Date
13 Aug 2020
Transactions
306 transactions
VEU | S (partial) | 31 Dec 2019 | $1,001 - $15,000 | Joint |
IWM | P | 31 Dec 2019 | $1,001 - $15,000 | Joint |
UNICY | P | 30 Dec 2019 | $1,001 - $15,000 | Joint |
IWF | P | 30 Dec 2019 | $1,001 - $15,000 | Joint |
KMTUY | S (partial) | 30 Dec 2019 | $1,001 - $15,000 | Joint |
DASTY | P | 30 Dec 2019 | $1,001 - $15,000 | Joint |
SPGI | S (partial) | 23 Dec 2019 | $1,001 - $15,000 | Joint |
BMRN | P | 16 Dec 2019 | $1,001 - $15,000 | Joint |
SSNC | P | 16 Dec 2019 | $1,001 - $15,000 | Joint |
ICE | S | 16 Dec 2019 | $1,001 - $15,000 | Joint |
SRPT | P | 13 Dec 2019 | $1,001 - $15,000 | Joint |
BMRN | P | 11 Dec 2019 | $1,001 - $15,000 | Joint |
BEN | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
IWM | P | 10 Dec 2019 | $1,001 - $15,000 | Joint |
CCL | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
PRIM | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
CENT | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
SLB | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
IVV | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
MTDR | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
BBVA | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
IWF | P | 10 Dec 2019 | $1,001 - $15,000 | Joint |
UBSI | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
DNTUY | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
BKNG | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
DRQ | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
VEU | P | 10 Dec 2019 | $1,001 - $15,000 | Joint |
BIDU | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
RHP | P | 10 Dec 2019 | $1,001 - $15,000 | Joint |
SSL | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
CHL | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
CENTA | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
IFNNY | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
EXAS | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
CMP | S (partial) | 10 Dec 2019 | $1,001 - $15,000 | Joint |
ABMD | S | 10 Dec 2019 | $1,001 - $15,000 | Joint |
BABA | P | 6 Dec 2019 | $1,001 - $15,000 | Joint |
VCYT | P | 6 Dec 2019 | $1,001 - $15,000 | Joint |
SBGSY | P | 27 Nov 2019 | $1,001 - $15,000 | Joint |
RHHBY | S (partial) | 27 Nov 2019 | $1,001 - $15,000 | Joint |
LZAGY | S (partial) | 27 Nov 2019 | $1,001 - $15,000 | Joint |
HSBC | P | 27 Nov 2019 | $1,001 - $15,000 | Joint |
NPSNY | S | 27 Nov 2019 | $1,001 - $15,000 | Joint |
BABA | P | 26 Nov 2019 | $1,001 - $15,000 | Joint |
V | S | 26 Nov 2019 | $1,001 - $15,000 | Joint |
CSGP | S (partial) | 22 Nov 2019 | $1,001 - $15,000 | Joint |
AMGN | P | 20 Nov 2019 | $1,001 - $15,000 | Joint |
TEAM | S (partial) | 20 Nov 2019 | $1,001 - $15,000 | Joint |
MSFT | S (partial) | 19 Nov 2019 | $1,001 - $15,000 | Joint |
MSFT | S | 18 Nov 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $135; Expires 03/20/2020 COMMENTS: Asset ... |
MSFT | P | 18 Nov 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $130; Expires 01/17/2020 COMMENTS: Bought... |
MSFT | P | 18 Nov 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $135; Expires 12/20/2019 COMMENTS: Bought... |
MSFT | S | 18 Nov 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $130; Expires 04/17/2020 COMMENTS: Asset ... |
MSFT | P | 18 Nov 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $130; Expires 12/20/2019 COMMENTS: Bought... |
MSFT | S | 18 Nov 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $130; Expires 02/21/2020 COMMENTS: Asset ... |
ROP | S (partial) | 14 Nov 2019 | $1,001 - $15,000 | Joint |
NOW | S (partial) | 12 Nov 2019 | $1,001 - $15,000 | Joint |
CINF | S (partial) | 11 Nov 2019 | $1,001 - $15,000 | Joint |
TSLA | P | 7 Nov 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 7 Nov 2019 | $1,001 - $15,000 | Joint |
BDX | S | 7 Nov 2019 | $1,001 - $15,000 | Joint |
AMGN | P | 7 Nov 2019 | $1,001 - $15,000 | Joint |
BKNG | P | 5 Nov 2019 | $1,001 - $15,000 | Joint |
ICE | S (partial) | 5 Nov 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 5 Nov 2019 | $1,001 - $15,000 | Joint |
MS | P | 1 Nov 2019 | $1,001 - $15,000 | Joint |
SBCF | P | 1 Nov 2019 | $1,001 - $15,000 | Joint |
NOW | S (partial) | 1 Nov 2019 | $1,001 - $15,000 | Joint |
IBKC | S | 1 Nov 2019 | $1,001 - $15,000 | Joint |
REGN | P | 1 Nov 2019 | $1,001 - $15,000 | Joint |
EL | S (partial) | 31 Oct 2019 | $1,001 - $15,000 | Joint |
BA | S (partial) | 31 Oct 2019 | $1,001 - $15,000 | Joint |
FB | P | 30 Oct 2019 | $1,001 - $15,000 | Joint |
TSLA | P | 28 Oct 2019 | $1,001 - $15,000 | Joint |
NOW | S (partial) | 28 Oct 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 25 Oct 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 24 Oct 2019 | $1,001 - $15,000 | Joint |
XLNX | S | 21 Oct 2019 | $1,001 - $15,000 | Joint |
LVS | P | 21 Oct 2019 | $1,001 - $15,000 | Joint |
TWLO | S | 21 Oct 2019 | $1,001 - $15,000 | Joint |
ZEN | S | 21 Oct 2019 | $1,001 - $15,000 | Joint |
ASML | P | 21 Oct 2019 | $1,001 - $15,000 | Joint |
CBM | S | 18 Oct 2019 | $1,001 - $15,000 | Joint |
OLLI | P | 18 Oct 2019 | $1,001 - $15,000 | Joint |
FIVE | S (partial) | 18 Oct 2019 | $1,001 - $15,000 | Joint |
TXN | P | 16 Oct 2019 | $1,001 - $15,000 | Joint |
ASML | P | 15 Oct 2019 | $1,001 - $15,000 | Joint |
MA | S (partial) | 9 Oct 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 7 Oct 2019 | $1,001 - $15,000 | Joint |
TA Vanguard Instl Trg Re ... | P | 2 Oct 2019 | $1,001 - $15,000 | Spouse |
MSFT | S | 2 Oct 2019 | $50,001 - $100,000 | Joint. Call options; Strike Price $130; Expires 01/17/2020 COMMENTS: Asset ... |
MSFT | P | 2 Oct 2019 | $50,001 - $100,000 | Joint. Call options; Strike Price $125; Expires 10/18/2019 COMMENTS: Bought... |
TSM | S (partial) | 30 Sept 2019 | $1,001 - $15,000 | Joint |
UNH | S | 27 Sept 2019 | $1,001 - $15,000 | Joint |
REGN | S | 20 Sept 2019 | $1,001 - $15,000 | Joint |
ISRG | S (partial) | 20 Sept 2019 | $1,001 - $15,000 | Joint |
BKNG | P | 20 Sept 2019 | $1,001 - $15,000 | Joint |
VRTX | S | 19 Sept 2019 | $1,001 - $15,000 | Joint |
COST | S (partial) | 16 Sept 2019 | $1,001 - $15,000 | Joint |
MNST | P | 16 Sept 2019 | $1,001 - $15,000 | Joint |
MSFT | S | 16 Sept 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $130; Expires 03/20/2020 COMMENTS: Asset ... |
LULU | P | 16 Sept 2019 | $1,001 - $15,000 | Joint |
ROST | S (partial) | 16 Sept 2019 | $1,001 - $15,000 | Joint |
MSFT | P | 16 Sept 2019 | $100,001 - $250,000 | Joint. Call options; Strike Price $125; Expires 09/20/2019 COMMENTS: Bought... |
WPX | P | 13 Sept 2019 | $1,001 - $15,000 | Joint |
HLI | P | 13 Sept 2019 | $1,001 - $15,000 | Joint |
MA | S (partial) | 13 Sept 2019 | $1,001 - $15,000 | Joint |
PODD | S | 13 Sept 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 13 Sept 2019 | $1,001 - $15,000 | Joint |
APD | P | 12 Sept 2019 | $1,001 - $15,000 | Joint |
SCHW | P | 12 Sept 2019 | $1,001 - $15,000 | Joint |
APH | P | 12 Sept 2019 | $1,001 - $15,000 | Joint |
PYPL | S (partial) | 12 Sept 2019 | $1,001 - $15,000 | Joint |
ILMN | S (partial) | 11 Sept 2019 | $1,001 - $15,000 | Joint |
ADBE | S | 11 Sept 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 11 Sept 2019 | $1,001 - $15,000 | Joint |
V | S (partial) | 10 Sept 2019 | $1,001 - $15,000 | Joint |
MA | S (partial) | 10 Sept 2019 | $1,001 - $15,000 | Joint |
CRM | S (partial) | 5 Sept 2019 | $1,001 - $15,000 | Joint |
BRK.B | P | 4 Sept 2019 | $1,001 - $15,000 | Joint |
LULU | S | 3 Sept 2019 | $1,001 - $15,000 | Joint |
PYPL | S (partial) | 29 Aug 2019 | $1,001 - $15,000 | Joint |
RHHBY | P | 20 Aug 2019 | $1,001 - $15,000 | Joint |
MDSO | S | 19 Aug 2019 | $1,001 - $15,000 | Joint |
NEU | S | 6 Aug 2019 | $1,001 - $15,000 | Joint |
LOW | P | 6 Aug 2019 | $1,001 - $15,000 | Joint |
LOW | P | 5 Aug 2019 | $1,001 - $15,000 | Joint |
NEU | S (partial) | 5 Aug 2019 | $1,001 - $15,000 | Joint |
SQ | S | 2 Aug 2019 | $1,001 - $15,000 | Joint |
PRA | S | 26 Jul 2019 | $1,001 - $15,000 | Joint |
GMED | P | 26 Jul 2019 | $1,001 - $15,000 | Joint |
GOOG | P | 26 Jul 2019 | $1,001 - $15,000 | Joint |
ICUI | S (partial) | 26 Jul 2019 | $1,001 - $15,000 | Joint |
AAPL | S (partial) | 16 Jul 2019 | $1,001 - $15,000 | Joint |
ISRG | S (partial) | 16 Jul 2019 | $1,001 - $15,000 | Joint |
NFLX | S (partial) | 16 Jul 2019 | $1,001 - $15,000 | Joint |
MSFT | P | 16 Jul 2019 | $50,001 - $100,000 | Joint. Call options; Strike Price $125; Expires 07/19/2019 COMMENTS: Bought... |
MSFT | S | 16 Jul 2019 | $50,001 - $100,000 | Joint. Call options; Strike Price $130; Expires 12/20/2019 |
MSFT | S | 16 Jul 2019 | $50,001 - $100,000 | Joint. Call options; Strike Price $135; Expires 12/20/2019 COMMENTS: Asset ... |
CRM | S (partial) | 16 Jul 2019 | $1,001 - $15,000 | Joint |
DXCM | S (partial) | 16 Jul 2019 | $1,001 - $15,000 | Joint |
MSFT | P | 16 Jul 2019 | $50,001 - $100,000 | Joint. Call options; Strike Price $130; Expires 07/19/2019 |
GOOG | S (partial) | 16 Jul 2019 | $1,001 - $15,000 | Joint |
TCBI | S | 12 Jul 2019 | $1,001 - $15,000 | Joint |
IFNNY | P | 5 Jul 2019 | $1,001 - $15,000 | Joint |
BAMXY | S | 5 Jul 2019 | $1,001 - $15,000 | Joint |
TMSNY | S | 2 Jul 2019 | $1,001 - $15,000 | Joint |
AMADY | P | 2 Jul 2019 | $1,001 - $15,000 | Joint |
SLB | P | 1 Jul 2019 | $1,001 - $15,000 | Joint |
AMADY | P | 28 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 20 Jun 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $140; Expires 08/16/2019 |
MSFT | P | 20 Jun 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $135; Expires 6/21/2019 COMMENTS: Bought ... |
DXCM | S (partial) | 13 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AAPL | S (partial) | 12 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BDX | S (partial) | 12 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
D | P | 11 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
D | P | 10 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
DUK | S | 10 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
LULU | S (partial) | 7 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
GOOG | S (partial) | 6 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AAPL | S (partial) | 6 Jun 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | P | 31 May 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $120; Expires 6/21/2019 COMMENTS: Bought ... |
MSFT | S | 31 May 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $130; Expires 12/20/2019 COMMENTS: Asset ... |
ZEN | P | 31 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BKNG | S | 30 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
LULU | S (partial) | 28 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
SBUX | P | 28 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
GD | S | 28 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AMRX | S | 24 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AAPL | S (partial) | 20 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 20 May 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $130; Expires 1/17/2020 COMMENTS: Asset h... |
MSFT | P | 20 May 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $121; Expires 5/24/2019 COMMENTS: Bought ... |
SCHW | S (partial) | 16 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
JGCCY | S | 10 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
EXAS | P | 10 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | P | 6 May 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $125; Expires 5/17/2019 COMMENTS: Bought ... |
MSFT | S | 6 May 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $130; Expires 7/19/2019 |
MSFT | S | 6 May 2019 | $15,001 - $50,000 | Joint. Call options; Strike price $125; Expires 9/20/2019 COMMENTS: Asset h... |
MSFT | P | 6 May 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $120; Expires 5/17/2019 COMMENTS: Bought ... |
APD | P | 2 May 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
TWLO | P | 30 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
GOOG | S (partial) | 30 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | P | 30 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
SPGI | S (partial) | 29 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MKTX | P | 29 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | P | 26 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 25 Apr 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $135; Expires 06/21/2019 COMMENTS: Asset ... |
SBUX | P | 24 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
NSC | P | 18 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
V | S (partial) | 18 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
WP | S (partial) | 18 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
GLOB | P | 18 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
HON | P | 18 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
TDG | P | 18 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
QCOM | P | 17 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 16 Apr 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $130; Expires 7/19/2019 COMMENTS: Asset h... |
MSFT | S | 16 Apr 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price 125; Expires 9/20/2019 COMMENTS: Asset he... |
MSFT | P | 16 Apr 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $120; Expires 4/26/2019 COMMENTS: Bought ... |
MSFT | S | 16 Apr 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $125; Expires 10/18/2019 COMMENTS: Asset ... |
MSFT | S | 16 Apr 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $125; Expires 7/19/2019 |
MSFT | P | 16 Apr 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $115; Expires 04/18/2019 COMMENTS: Bought... |
MSFT | P | 16 Apr 2019 | $15,001 - $50,000 | Joint. Call options; Strike Price $120; Expires 6/21/2019 COMMENTS: Asset h... |
ISRG | S (partial) | 15 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
NOVT | P | 15 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
EPAM | S | 12 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
UNH | S (partial) | 11 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
VRTX | S (partial) | 11 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BAYRY | S (partial) | 11 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
RIO | P | 10 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | P | 9 Apr 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $117; Expires 4/12/2019 COMMENTS: Bought ... |
MSFT | S | 9 Apr 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $121; Expires 5/24/2019 |
SGSOY | P | 8 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AAGIY | S (partial) | 8 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BBVA | P | 5 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AZSEY | S (partial) | 5 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
SGSOY | P | 5 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AAPL | S (partial) | 5 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
FMX | P | 5 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
Legal & General S&P 500 R... | S | 3 Apr 2019 | $1,001 - $15,000 | Spouse |
Schwab Small Cap Index [M... | P | 3 Apr 2019 | $1,001 - $15,000 | Spouse |
Fidelity 500 Index [MF] | P | 3 Apr 2019 | $15,001 - $50,000 | Spouse |
Janus Triton Ret Acct [MF... | S | 3 Apr 2019 | $1,001 - $15,000 | Spouse |
PCAR | S (partial) | 1 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
HAS | S | 1 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
GD | S (partial) | 1 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
NEU | S (partial) | 1 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
DAL | P | 1 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
TXN | P | 1 Apr 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | P | 22 Mar 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $118; Expires 03/29/2019 COMMENTS: Bought... |
MSFT | S | 22 Mar 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $125; Expires 05/17/2019 COMMENTS: Asset h... |
MONOY | S | 20 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AIQUY | S (partial) | 19 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
DASTY | S (partial) | 19 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MONOY | S (partial) | 19 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
SITE | P | 19 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
PNGAY | P | 18 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
LUKOY | P | 18 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
RDS.B | S (partial) | 18 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AIQUY | S (partial) | 18 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
UNH | S (partial) | 15 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
CHL | P | 15 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
ABT | P | 15 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
ABEV | P | 15 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
ITUB | S (partial) | 15 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 13 Mar 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $117; Expires 04/12/2019 COMMENTS: Asset h... |
MSFT | P | 13 Mar 2019 | $1,001 - $15,000 | Joint. Call options; Strike Price $114; Expires 03/15/2019 COMMENTS: Bought... |
SNPS | P | 12 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AMAT | S | 12 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 12 Mar 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $120; Expires 04/26/2019 COMMENTS: Asset h... |
MSFT | S | 12 Mar 2019 | $15,001 - $50,000 | Joint. Call option; Strike Price $120; Expires 06/21/2019 COMMENTS: Asset h... |
MSFT | S | 5 Mar 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $120; Expires 05/17/2019 COMMENTS: Asset h... |
TA Vanguard Instl Trg Re ... | S (partial) | 4 Mar 2019 | $1,001 - $15,000 | Spouse |
UNH | S (partial) | 1 Mar 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
IBP | S | 28 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
HD | S (partial) | 28 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 27 Feb 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $118; Expires 03/29/2019 COMMENTS: Asset h... |
ABT | P | 27 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MKTX | P | 22 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
WP | S (partial) | 22 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
SIVB | S | 22 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 21 Feb 2019 | $1,001 - $15,000 | Joint. Call option; Strike price $114; Expires 03/15/2019 COMMENTS: Sold co... |
CHGCY | P | 20 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
GBOOY | S (partial) | 19 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
LVMUY | S | 19 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
CHGCY | P | 19 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
CNI | S (partial) | 15 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
TS | S | 15 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
DEO | P | 15 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
LVMUY | S (partial) | 15 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BLKB | S | 8 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BDX | P | 5 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 4 Feb 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $112; Expires 03/08/2019 COMMENTS: Sold co... |
PODD | P | 1 Feb 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
NPSNY | S (partial) | 30 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
RHHBY | P | 29 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
ADDYY | P | 29 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
TCEHY | P | 29 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
ENTG | P | 24 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
POWI | S (partial) | 24 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MTDR | P | 18 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
AAPL | S (partial) | 18 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 18 Jan 2019 | $1,001 - $15,000 | Joint. Call Option; Strike Price $116; Expires 03/01/2019. COMMENTS: Sold c... |
MSFT | S | 18 Jan 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $116; Expires 2/22/2019 COMMENTS: Sold cov... |
PCAR | P | 18 Jan 2019 | $15,001 - $50,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
PATK | P | 18 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MTSI | P | 18 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
POL | P | 18 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
FANUY | S (partial) | 15 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BBVA | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MO | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
SLB | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
TUP | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
FANUY | S (partial) | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
IBP | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
BAYRY | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
JGCCY | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
DPLO | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
APNHY | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
UPS | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
PM | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
KMI | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
PRAA | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
PPBI | P | 11 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
NEU | S (partial) | 10 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |
MSFT | S | 10 Jan 2019 | $1,001 - $15,000 | Joint. Call option; Strike Price $115; Expires 2/15/2019 COMMENTS: Sold cov... |
AAPL | S (partial) | 3 Jan 2019 | $1,001 - $15,000 | Joint. COMMENTS: Asset held in the Morgan Stanley - Select UMA Account # 1 ... |