Josh GottheimerDéclaration
Annual Report | Déposée le 11 Aug 2025
This congressional financial disclosure from Josh Gottheimer (annual report) filed on August 11, 2025 contains 82 stock trades including XNGSY, CAIBX, OANIX, IBAFX, SBGSY and 19 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
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Nom du politicien
Josh GottheimerType de déclaration
Annual Report
Date de dépôt
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... |
Inconnu | S | 30 Dec 2024 | $15,001 - $50,000 | G None disclosed. S H: T P R Trip DetailsInclusions SourceStart Date End Da... |
CLPBY | Inconnu | 27 Dec 2024 | $1,001 - $15,000 | - |
XC) | Inconnu | 6 Dec 2024 | $1,001 - $15,000 | - |
DSCSY | Inconnu | 28 Oct 2024 | $1,001 - $15,000 | - |
DSCSY | Inconnu | 25 Oct 2024 | $1,001 - $15,000 | - |
XNGSY | Inconnu | 17 Oct 2024 | $1,001 - $15,000 | - |
H) | Inconnu | 17 Oct 2024 | $1,001 - $15,000 | Call options; Strike price $240; Expires 12/19/2025 Morgan Stanley - Portfo... |
H) | Inconnu | 16 Sept 2024 | $1,001 - $15,000 | - |
XNGSY | Inconnu | 16 Sept 2024 | $1,001 - $15,000 | - |
SSMXY | Inconnu | 9 Sept 2024 | $1,001 - $15,000 | - |
SSMXY | Inconnu | 3 Sept 2024 | $1,001 - $15,000 | - |
Inconnu | S | 3 Sept 2024 | $1,001 - $15,000 | L OwnerCreditorDate IncurredTypeAmount of Liability |
MSFT | Inconnu | 12 Aug 2024 | $1,001 - $15,000 | Call options; Strike price $225; Expires 12/19/2025 Morgan Stanley - Active... |
OT) | Inconnu | 5 Aug 2024 | $1,001 - $15,000 | - |
ALIZY | Inconnu | 9 Jul 2024 | $1,001 - $15,000 | - |
XC) | Inconnu | 27 Jun 2024 | $1,001 - $15,000 | - |
SBGSY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
CHGCY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
XC) | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
XNGSY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
ALIZY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
SONVY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
TCEHY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
ALFVY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
SYIEY | Inconnu | 21 Jun 2024 | $1,001 - $15,000 | - |
Inconnu | Inconnu | 3 Jun 2024 | $1,001 - $15,000 | - |
CLPBY | Inconnu | 17 May 2024 | $1,001 - $15,000 | - |
SSMXY | Inconnu | 6 May 2024 | $1,001 - $15,000 | - |
SSMXY | Inconnu | 2 May 2024 | $1,001 - $15,000 | Call options; Strike price $220; Expires 06/20/2025 Morgan Stanley - Portfo... |
TCEHY | Inconnu | 30 Apr 2024 | $1,001 - $15,000 | - |
CHGCY | Inconnu | 4 Apr 2024 | $1,001 - $15,000 | - |
XNGSY | Inconnu | 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 | Inconnu | 11 Jan 2024 | $1,001 - $15,000 | - |
XC) | Inconnu | 4 Jan 2024 | $1,001 - $15,000 | Call options; Strike price $170; Expires 01/17/2025 C: Ref: 044Q34N6 Morgan... |
Y) | S | Inconnu | $1,001 - $15,000 | Previously reported as Russell Inv US Small Cap Eq S (RLESX) Morgan Stanley... |
CAIBX | Inconnu | Inconnu | $1,001 - $15,000 | - |
OANIX | Inconnu | Inconnu | $1,001 - $15,000 | - |
H) | S | Inconnu | $1,001 - $15,000 | Sold for a loss in 2024 Morgan Stanley - Select UMA Account # 1 ⇒ Union Pac... |
IBAFX | Inconnu | Inconnu | $15,001 - $50,000 | DC DC College Savings - Dependent # 2 ⇒ DC College Savings 2028 Portfolio [... |
MMM | S | Inconnu | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceuticals, ... |
$250,001 - $500,000 Tax-D... | Inconnu | Inconnu | $250,001 - $500,000 | Shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC Tusk Strat... |
AXX) | Inconnu | Inconnu | $15,001 - $50,000 | - |
VFORX | Inconnu | Inconnu | $15,001 - $50,000 | Appreciated over $1,000 Wealthfront ⇒ Home Depot, Inc. (HD) [ST] $1,001 - $... |
FXAIX | Inconnu | Inconnu | $1,001 - $15,000 | - |
FXAIX | Inconnu | Inconnu | $1,001 - $15,000 | - |
DIA | Inconnu | Inconnu | $50,001 - $100,000 | - |
CLPBY | S | Inconnu | $201 - $1,000 | Sold for a loss in 2024, transaction under $1,000 Morgan Stanley - Select U... |
XC) | Inconnu | Inconnu | $1,001 - $15,000 | - |
OT) | Inconnu | Inconnu | $1,001 - $15,000 | - |
FSMDX | Inconnu | Inconnu | $1,001 - $15,000 | - |
DSCSY | Inconnu | Inconnu | $1,001 - $15,000 | - |
Y) | Inconnu | Inconnu | $100,001 - $250,000 | Money Market fund Morgan Stanley - Active Asset Account # 3 ⇒ Akamai Techno... |
FSMDX | Inconnu | Inconnu | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
OANIX | Inconnu | Inconnu | $1,000 | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
APDYX | Inconnu | Inconnu | $15,001 - $50,000 | - |
FEMKX | Inconnu | Inconnu | Inconnu | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
SWSSX | Inconnu | Inconnu | Inconnu | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
OANIX | Inconnu | Inconnu | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
FEMKX | Inconnu | Inconnu | $100,001 - $250,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
Inconnu | Inconnu | Inconnu | $50,001 - $100,000 | Mutual Fund Vanguard SEP IRA ⇒ |
$15,001 - $50,000Dividend... | Inconnu | Inconnu | $15,001 - $50,000 | - |
Inconnu | S | Inconnu | Inconnu | Did you purchase any shares that were allocated as a part of an Initial Pub... |
FXAIX | Inconnu | Inconnu | Inconnu | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan Tusk Strat... |
Inconnu | Inconnu | Inconnu | $15,001 - $50,000 | - |
FEMKX | Inconnu | Inconnu | $1,001 - $15,000 | - |
FSMDX | Inconnu | Inconnu | $15,001 - $50,000 | - |
DIA | Inconnu | Inconnu | Inconnu | - |
VFORX | Inconnu | Inconnu | $1,001 - $15,000 | Shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC Tusk Strat... |
VFORX | Inconnu | Inconnu | Inconnu | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
FEMKX | Inconnu | Inconnu | $1,001 - $15,000 | - |
SWSSX | Inconnu | Inconnu | $15,001 - $50,000 | Additional shares transferred from TriNet 401(k) Plan - Tusk Strategies LLC... |
Inconnu | Inconnu | Inconnu | $1 - $1,000 | - |
Y) | Inconnu | Inconnu | Inconnu | - |
AGTHX | Inconnu | Inconnu | $1,001 - $15,000 | - |
FXAIX | Inconnu | Inconnu | $1,001 - $15,000 | - |
$1,001 - $15,000None L: N... | Inconnu | Inconnu | $1,001 - $15,000 | Technology company Wells Fargo Bank Accounts [BA]$15,001 - $50,000None D: C... |
FSMDX | Inconnu | Inconnu | Inconnu | Shares transferred to Tusk Strategies 401(k) Profit Sharing Plan TriNet 401... |
OANIX | Inconnu | Inconnu | $1,001 - $15,000 | - |
FSMDX | Inconnu | Inconnu | $1,001 - $15,000 | - |
XNGSY | S | Inconnu | $1,001 - $15,000 | Purchases less than $1,000 Morgan Stanley - Select UMA Account # 1 ⇒ Enerpa... |