Josh GottheimerDéclaration
Annual Report | Déposée le 13 Aug 2024
Cette déclaration financière du Congrès déposée par Josh Gottheimer (annual report) contient 61 transactions boursières. Elle a été déposée le 13 août 2024. Les titres déclarés incluent SMNNY, VFORX, FSMDX, APDYX, AGTHX et 12 autres. En vertu du STOCK Act, les membres du Congrès sont tenus de divulguer leurs transactions sur titres sous 45 jours.
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Nom du politicien
Josh GottheimerType de déclaration
Annual Report
Date de dépôt
13 Aug 2024
Transactions
61 transactions
SMNNY | Inconnu | 16 Oct 2023 | $1,001 - $15,000 | - |
ADYEY | Inconnu | 16 Oct 2023 | $1,001 - $15,000 | US D: ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Alnylam Pharmaceu... |
ADYEY | Inconnu | 15 Sept 2023 | $1,001 - $15,000 | - |
CY) | Inconnu | 15 Sept 2023 | $1,001 - $15,000 | US D: ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Haier Smart Home ... |
ADYEY | Inconnu | 21 Aug 2023 | $1,001 - $15,000 | - |
XC) | Inconnu | 10 Aug 2023 | $1,001 - $15,000 | - |
ADYEY | Inconnu | 19 Jul 2023 | $1,001 - $15,000 | - |
ADYEY | Inconnu | 18 Jul 2023 | $1,001 - $15,000 | - |
XC) | Inconnu | 14 Jul 2023 | $1,001 - $15,000 | - |
CY) | Inconnu | 14 Jul 2023 | $1,001 - $15,000 | - |
OT) | Inconnu | 13 Jul 2023 | $1,001 - $15,000 | - |
CY) | Inconnu | 13 Jun 2023 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Phreesia, Inc. (PHR) [S... |
H) | Inconnu | 24 May 2023 | $1,001 - $15,000 | - |
Y) | S | 22 Mar 2023 | $15,001 - $50,000 | Checking & Savings WPP - Vanguard - The Savings & Investment Plan ⇒ AmerFun... |
MUB | S | 15 Mar 2023 | $15,001 - $50,000 | Mutual Fund Wealthfront ⇒ iShares National Muni Bond ETF (MUB) [EF] 03/15/2... |
SMNNY | Inconnu | Inconnu | Inconnu | - |
Inconnu | S | Inconnu | $15,001 - $50,000 | G None disclosed. S H: T P R None disclosed. S I: P M C L H None disclosed.... |
12/1/2023S$15,001 - $50,0... | Inconnu | Inconnu | $15,001 - $50,000 | - |
VFORX | Inconnu | Inconnu | $15,001 - $50,000 | - |
FSMDX | Inconnu | Inconnu | $1,001 - $15,000 | - |
APDYX | Inconnu | Inconnu | $15,001 - $50,000 | - |
AXX) | Inconnu | Inconnu | $15,001 - $50,000 | Overall loss in 2023 Ford Interest Advantage [BA]$1,001 - $15,000Interest$1... |
AGTHX | Inconnu | Inconnu | $1,001 - $15,000 | - |
VFORX | Inconnu | Inconnu | $1,001 - $15,000 | - |
FSMDX | Inconnu | Inconnu | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Inconnu | Inconnu | $1,001 - $15,000 | - |
OANIX | Inconnu | Inconnu | $1,001 - $15,000 | Formerly reported as SSgA S&P Mid Cap Index Ret Acct TriNet 401(k) Plan - T... |
Y) | Inconnu | Inconnu | $100,001 - $250,000 | Money Market fund Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour,... |
H) | S | Inconnu | $1,001 - $15,000 | sold for a loss in 2023 Morgan Stanley - Select UMA Account # 1 ⇒ Universal... |
SWSSX | Inconnu | Inconnu | $1,001 - $15,000 | - |
NoneNone D: Dissolved in ... | Inconnu | Inconnu | $250,001 - $500,000 | Dissolved in 2023 JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP [HE] $250,0... |
Y) | Inconnu | Inconnu | Inconnu | - |
FEMKX | Inconnu | Inconnu | $15,001 - $50,000 | - |
Inconnu | Inconnu | Inconnu | $1,001 - $15,000 | - |
Y) | Inconnu | Inconnu | $250,001 - $500,000 | Call options; Strike Price $165; Expires 1/17/2025 Morgan Stanley - Portfol... |
Y) | S | Inconnu | $1,001 - $15,000 | Previously reported as Russell Inv US Small Cap Eq S (RLESX) Morgan Stanley... |
VFORX | Inconnu | Inconnu | $1,001 - $15,000 | - |
CAIBX | Inconnu | Inconnu | $1,001 - $15,000 | - |
$15,001 - $50,000Tax-Defe... | Inconnu | Inconnu | $15,001 - $50,000 | Mutual Fund Tusk Venture Partners I GP, LLC [OL]$100,001 - $250,000 None L:... |
VTTHX | Inconnu | Inconnu | $15,001 - $50,000 | - |
OANIX | Inconnu | Inconnu | $1,001 - $15,000 | - |
GOOGL | S | Inconnu | $15,001 - $50,000 | Appreciated over $1,000 Wealthfront ⇒ Home Depot, Inc. (HD) [ST] $1,001 - $... |
CY) | S | Inconnu | $1,001 - $15,000 | Sold for a loss in 2023 Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Hort... |
ABBV | S | Inconnu | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Agree Realty Corporatio... |
DIA | Inconnu | Inconnu | Inconnu | - |
FSMDX | Inconnu | Inconnu | $1,001 - $15,000 | Formerly reported as SSgA Emerging Markets Index Ret Acct TriNet 401(k) Pla... |
$15,001 - $50,000None Mor... | Inconnu | Inconnu | $15,001 - $50,000 | - |
IBAFX | Inconnu | Inconnu | $15,001 - $50,000 | DC DC College Savings - Dependent # 2 ⇒ DC College Savings 2028 Portfolio [... |
OT) | Inconnu | Inconnu | $1,001 - $15,000 | - |
VFORX | Inconnu | Inconnu | $1,001 - $15,000 | Technology company Vanguard SEP IRA ⇒ Vanguard Target Retirement 2040 Fund ... |
FXAIX | Inconnu | Inconnu | $15,001 - $50,000 | - |
XC) | S | Inconnu | $1,001 - $15,000 | sold for a loss in 2023 Morgan Stanley - Select UMA Account # 1 ⇒ Symrise A... |
OANIX | Inconnu | Inconnu | $1,001 - $15,000 | - |
DIA | Inconnu | Inconnu | $50,001 - $100,000 | - |
FEMKX | Inconnu | Inconnu | $15,001 - $50,000 | - |
FEMKX | Inconnu | Inconnu | $50,001 - $100,000 | - |
Inconnu | Inconnu | Inconnu | $15,001 - $50,000 | - |
FXAIX | Inconnu | Inconnu | $100,001 - $250,000 | - |
VTTHX | Inconnu | Inconnu | $1,001 - $15,000 | - |
Inconnu | S | Inconnu | Inconnu | Did you purchase any shares that were allocated as a part of an Initial Pub... |
AXX) | Inconnu | Inconnu | $15,001 - $50,000 | Transferred cash to Morgan Stanley Traditional Inherited IRA account; Fidel... |