Josh GottheimerFiling
Annual Report | Filed on 13 Aug 2023
This congressional financial disclosure from Josh Gottheimer (annual report) contains 52 stock trades. It was filed on 13 August 2023. Reported tickers include PNGAY, GOOGL, AAPL, TFI, AGTHX, and 8 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
Want to automatically copy Pelosi trades?
Mirror Nancy Pelosi's portfolio with just one click on eToro.
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
Past Performance is not an indication of future results.
Politician Name
Josh GottheimerFiling 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 (PTSNX) [MF] 1... |
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 SourceStart DateEnd Dat... |
TFI | S | 14 Jun 2022 | $1,001 - $15,000 | //fd.house.gov/reference/asset-type-codes.aspx. S C: E I SourceTypeAmount T... |
CY) | Unknown | 19 Apr 2022 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Daifuku Co., Ltd ADR (D... |
XC) | Unknown | 19 Apr 2022 | $1,001 - $15,000 | - |
XC) | Unknown | 15 Mar 2022 | $1,001 - $15,000 | - |
CY) | Unknown | 15 Mar 2022 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ C |
PNGAY | Unknown | 28 Jan 2022 | $1,001 - $15,000 | US D: ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Shimano Inc. ADR ... |
CY) | Unknown | 10 Jan 2022 | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Pharmaceutical GRP LTD ... |
$1,001 - $15,000None L: N... | Unknown | Unknown | $1,001 - $15,000 | Technology company AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000... |
Unknown | Unknown | Unknown | $1,001 - $15,000 | - |
GOOGL | Unknown | Unknown | $15,001 - $50,000 | Previously reported as Facebook, Inc. - Class A (FB) Wealthfront ⇒ Schwab I... |
Y) | Unknown | Unknown | $15,001 - $50,000 | Transferred to Morgan Stanley - Active Asset Account # 1 Asbury Advisors LL... |
AAPL | Unknown | Unknown | $1,000 | Transferred to Morgan Stanley - Active Asset Account # 1 Ameritrade ⇒ Apple... |
AGTHX | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
09/30/2022P$1,001 - $15,0... | Unknown | Unknown | $1,001 - $15,000 | - |
03/31/2022P$15,001 - $50,... | Unknown | Unknown | $15,001 - $50,000 | - |
$15,001 - $50,000None D: ... | Unknown | Unknown | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Account # 4 ⇒ Mor... |
Y) | Unknown | Unknown | Unknown | - |
AXX) | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
$100,001 - $250,000 Tax-D... | Unknown | Unknown | $100,001 - $250,000 | New York, NY, US D: Technology company Tusk Venture Partners II GP, LLC [OL... |
$100,001 - $250,000 None ... | Unknown | Unknown | $100,001 - $250,000 | San Francisco, CA Microsoft 401(k) ⇒ BTC LifePath [MF] $100,001 - $250,000 ... |
DIA | Unknown | Unknown | Unknown | - |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of an Initial Pub... |
Y) | Unknown | Unknown | $100,001 - $250,000 | Additional shares transferred in from Morgan Stanley - Active Asset Account... |
ABBV | Unknown | Unknown | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Agree Realty Corporatio... |
DFKCY | Unknown | Unknown | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Dassault Systemes, S.A.... |
CY) | Unknown | Unknown | $1,001 - $15,000 | ADR stock; 1/10/22 & 12/30/22 purchase reported as Pharmaceutical GRP LTD (... |
TFI | Unknown | Unknown | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
DIA | Unknown | Unknown | Unknown | Transferred to Morgan Stanley - Active Asset Account # 1 Ameritrade ⇒ |
$1,001 - $15,000Tax-Defer... | Unknown | Unknown | $1,001 - $15,000 | - |
AMZN | Unknown | Unknown | $15,001 - $50,000 | Real Estate Ameritrade ⇒ Amazon.com, Inc. (AMZN) [ST] NoneNone D: Transferr... |
QQQ | Unknown | Unknown | Unknown | Transfer to Morgan Stanley - Active Assets Account # 4 Ameritrade ⇒ Invesco... |
AXX) | Unknown | Unknown | $50,001 - $100,000 | Transferred to Morgan Stanley - Active Asset Account #3 Fidelity Brokerage ... |
NoneNone Ameritrade ⇒ Ame... | Unknown | Unknown | Unknown | - |
Unknown | Unknown | Unknown | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Account # 4 ⇒ |
Y) | Unknown | Unknown | $1,001 - $15,000 | New York, NY, US D: Real Estate Synchrony Bank [BA]$15,001 - $50,000Interes... |
Y) | Unknown | Unknown | Unknown | - |
Y) | Unknown | Unknown | $100,001 - $250,000 | Shares transferred from Ameritrade; then partial position transferred to Mo... |
XC) | S | Unknown | $1,001 - $15,000 | Overall loss Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SNPS... |
DIA | Unknown | Unknown | $50,001 - $100,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Account # 1 ⇒ |
ALLY | Unknown | Unknown | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Portfolio Management ⇒ Ally Fi... |
$50,001 - $100,000 Tax-De... | Unknown | Unknown | $50,001 - $100,000 | - |
DIA | Unknown | Unknown | Unknown | - |
AIVSX | Unknown | Unknown | $1,001 - $15,000 | - |
Y) | S | Unknown | $15,001 - $50,000 | Checking & Savings WPP - Vanguard - The Savings & Investment Plan ⇒ AmerFun... |