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Josh Gottheimer Filing
Annual Report | Filed on 13 Aug 2023
STOCK Act Compliance Violation
This filing contains 11 transactions that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
580
Days Late (Max)
0%
Compliance Rate
11/11
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 2023
Transactions
52 transactions
CY) | Unknown | 30 Dec 2022 | $1,001 - $15,000 | ADR Stock; Name change to - C |
PTSNX | Unknown | 30 Nov 2022 | $50,001 - $100,000 | Real Estate Fidelity Brokerage ⇒ Pimco Short Term Fund CL I3... |
Unknown | Unknown | 30 Jun 2022 | $15,001 - $50,000 | - |
Unknown | S | 26 Jun 2022 | $15,001 - $50,000 | G None disclosed. S H: T P R Trip DetailsInclusions SourceSt... |
TFI | S | 14 Jun 2022 | $1,001 - $15,000 | //fd.house.gov/reference/asset-type-codes.aspx. S C: E I Sou... |
CY) | Unknown | 19 Apr 2022 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Daifuku ... |
XC) | Unknown | 19 Apr 2022 | $1,001 - $15,000 | - |
CY) | Unknown | 15 Mar 2022 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ C |
XC) | Unknown | 15 Mar 2022 | $1,001 - $15,000 | - |
PNGAY | Unknown | 28 Jan 2022 | $1,001 - $15,000 | US D: ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Sh... |
CY) | Unknown | 10 Jan 2022 | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Pharmace... |
AMZN | Unknown | Unknown | $15,001 - $50,000 | Real Estate Ameritrade ⇒ Amazon.com, Inc. (AMZN) [ST] NoneNo... |
NoneNone Ameritrade ⇒ Ameritrade Cash | Unknown | Unknown | Unknown | - |
AAPL | Unknown | Unknown | $1,000 | Transferred to Morgan Stanley - Active Asset Account # 1 Ame... |
QQQ | Unknown | Unknown | Unknown | Transfer to Morgan Stanley - Active Assets Account # 4 Ameri... |
DIA | Unknown | Unknown | Unknown | Transferred to Morgan Stanley - Active Asset Account # 1 Ame... |
DIA | Unknown | Unknown | Unknown | - |
Y) | Unknown | Unknown | Unknown | - |
Y) | Unknown | Unknown | $15,001 - $50,000 | Transferred to Morgan Stanley - Active Asset Account # 1 Asb... |
$1,001 - $15,000Tax-Deferred AssetOwnerV... | Unknown | Unknown | $1,001 - $15,000 | - |
AXX) | Unknown | Unknown | $1,001 - $15,000 | - |
AXX) | Unknown | Unknown | $50,001 - $100,000 | Transferred to Morgan Stanley - Active Asset Account #3 Fide... |
$100,001 - $250,000 None JANA STRATEGIC ... | Unknown | Unknown | $100,001 - $250,000 | San Francisco, CA Microsoft 401(k) ⇒ BTC LifePath [MF] $100,... |
DIA | Unknown | Unknown | $50,001 - $100,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Ac... |
Y) | Unknown | Unknown | $100,001 - $250,000 | Shares transferred from Ameritrade; then partial position tr... |
$15,001 - $50,000None D: Transferred fro... | Unknown | Unknown | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Ac... |
Unknown | Unknown | Unknown | $1,001 - $15,000 | - |
DIA | Unknown | Unknown | Unknown | - |
Unknown | Unknown | Unknown | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Ac... |
Y) | Unknown | Unknown | Unknown | - |
ALLY | Unknown | Unknown | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Portfolio Manag... |
Y) | Unknown | Unknown | $100,001 - $250,000 | Additional shares transferred in from Morgan Stanley - Activ... |
AGTHX | Unknown | Unknown | $1,001 - $15,000 | - |
AIVSX | Unknown | Unknown | $1,001 - $15,000 | - |
ABBV | Unknown | Unknown | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Agree Re... |
CY) | Unknown | Unknown | $1,001 - $15,000 | ADR stock; 1/10/22 & 12/30/22 purchase reported as Pharmaceu... |
DFKCY | Unknown | Unknown | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Dassault... |
XC) | S | Unknown | $1,001 - $15,000 | Overall loss Morgan Stanley - Select UMA Account # 1 ⇒ Synop... |
Y) | Unknown | Unknown | $1,001 - $15,000 | New York, NY, US D: Real Estate Synchrony Bank [BA]$15,001 -... |
$50,001 - $100,000 Tax-Deferred TriNet 4... | Unknown | Unknown | $50,001 - $100,000 | - |
$1,001 - $15,000Tax-Deferred TriNet 401(... | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Deferred TriNet 401(... | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Deferred TriNet 401(... | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Deferred TriNet 401(... | Unknown | Unknown | $1,001 - $15,000 | - |
$100,001 - $250,000 Tax-Deferred Tusk Ve... | Unknown | Unknown | $100,001 - $250,000 | New York, NY, US D: Technology company Tusk Venture Partners... |
$1,001 - $15,000None L: New York, NY, US... | Unknown | Unknown | $1,001 - $15,000 | Technology company AssetOwnerValue of AssetIncome Type(s)Inc... |
GOOGL | Unknown | Unknown | $15,001 - $50,000 | Previously reported as Facebook, Inc. - Class A (FB) Wealthf... |
Y) | S | Unknown | $15,001 - $50,000 | Checking & Savings WPP - Vanguard - The Savings & Investment... |
03/31/2022P$15,001 - $50,000 TriNet 401(... | Unknown | Unknown | $15,001 - $50,000 | - |
09/30/2022P$1,001 - $15,000 TriNet 401(k... | Unknown | Unknown | $1,001 - $15,000 | - |
TFI | Unknown | Unknown | $1,001 - $15,000 | - |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of... |