Josh GottheimerDéclaration
Annual Report | Déposée le 13 Aug 2023
Cette déclaration financière du Congrès déposée par Josh Gottheimer (annual report) contient 52 transactions boursières. Elle a été déposée le 13 août 2023. Les titres déclarés incluent PNGAY, GOOGL, AAPL, TFI, AGTHX et 8 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 2023
Transactions
52 transactions
CY) | Inconnu | 30 Dec 2022 | $1,001 - $15,000 | ADR Stock; Name change to - C |
PTSNX | Inconnu | 30 Nov 2022 | $50,001 - $100,000 | Real Estate Fidelity Brokerage ⇒ Pimco Short Term Fund CL I3 (PTSNX) [MF] 1... |
Inconnu | Inconnu | 30 Jun 2022 | $15,001 - $50,000 | - |
Inconnu | 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) | Inconnu | 19 Apr 2022 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Daifuku Co., Ltd ADR (D... |
XC) | Inconnu | 19 Apr 2022 | $1,001 - $15,000 | - |
XC) | Inconnu | 15 Mar 2022 | $1,001 - $15,000 | - |
CY) | Inconnu | 15 Mar 2022 | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ C |
PNGAY | Inconnu | 28 Jan 2022 | $1,001 - $15,000 | US D: ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Shimano Inc. ADR ... |
CY) | Inconnu | 10 Jan 2022 | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Pharmaceutical GRP LTD ... |
$1,001 - $15,000None L: N... | Inconnu | Inconnu | $1,001 - $15,000 | Technology company AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000... |
Inconnu | Inconnu | Inconnu | $1,001 - $15,000 | - |
GOOGL | Inconnu | Inconnu | $15,001 - $50,000 | Previously reported as Facebook, Inc. - Class A (FB) Wealthfront ⇒ Schwab I... |
Y) | Inconnu | Inconnu | $15,001 - $50,000 | Transferred to Morgan Stanley - Active Asset Account # 1 Asbury Advisors LL... |
AAPL | Inconnu | Inconnu | $1,000 | Transferred to Morgan Stanley - Active Asset Account # 1 Ameritrade ⇒ Apple... |
AGTHX | Inconnu | Inconnu | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Inconnu | Inconnu | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Inconnu | Inconnu | $1,001 - $15,000 | - |
09/30/2022P$1,001 - $15,0... | Inconnu | Inconnu | $1,001 - $15,000 | - |
03/31/2022P$15,001 - $50,... | Inconnu | Inconnu | $15,001 - $50,000 | - |
$15,001 - $50,000None D: ... | Inconnu | Inconnu | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Account # 4 ⇒ Mor... |
Y) | Inconnu | Inconnu | Inconnu | - |
AXX) | Inconnu | Inconnu | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Inconnu | Inconnu | $1,001 - $15,000 | - |
$100,001 - $250,000 Tax-D... | Inconnu | Inconnu | $100,001 - $250,000 | New York, NY, US D: Technology company Tusk Venture Partners II GP, LLC [OL... |
$100,001 - $250,000 None ... | Inconnu | Inconnu | $100,001 - $250,000 | San Francisco, CA Microsoft 401(k) ⇒ BTC LifePath [MF] $100,001 - $250,000 ... |
DIA | Inconnu | Inconnu | Inconnu | - |
Inconnu | S | Inconnu | Inconnu | Did you purchase any shares that were allocated as a part of an Initial Pub... |
Y) | Inconnu | Inconnu | $100,001 - $250,000 | Additional shares transferred in from Morgan Stanley - Active Asset Account... |
ABBV | Inconnu | Inconnu | $1,001 - $15,000 | ADR Stock Morgan Stanley - Select UMA Account # 1 ⇒ Agree Realty Corporatio... |
DFKCY | Inconnu | Inconnu | $1,001 - $15,000 | ADR stock Morgan Stanley - Select UMA Account # 1 ⇒ Dassault Systemes, S.A.... |
CY) | Inconnu | Inconnu | $1,001 - $15,000 | ADR stock; 1/10/22 & 12/30/22 purchase reported as Pharmaceutical GRP LTD (... |
TFI | Inconnu | Inconnu | $1,001 - $15,000 | - |
$1,001 - $15,000Tax-Defer... | Inconnu | Inconnu | $1,001 - $15,000 | - |
DIA | Inconnu | Inconnu | Inconnu | Transferred to Morgan Stanley - Active Asset Account # 1 Ameritrade ⇒ |
$1,001 - $15,000Tax-Defer... | Inconnu | Inconnu | $1,001 - $15,000 | - |
AMZN | Inconnu | Inconnu | $15,001 - $50,000 | Real Estate Ameritrade ⇒ Amazon.com, Inc. (AMZN) [ST] NoneNone D: Transferr... |
QQQ | Inconnu | Inconnu | Inconnu | Transfer to Morgan Stanley - Active Assets Account # 4 Ameritrade ⇒ Invesco... |
AXX) | Inconnu | Inconnu | $50,001 - $100,000 | Transferred to Morgan Stanley - Active Asset Account #3 Fidelity Brokerage ... |
NoneNone Ameritrade ⇒ Ame... | Inconnu | Inconnu | Inconnu | - |
Inconnu | Inconnu | Inconnu | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Account # 4 ⇒ |
Y) | Inconnu | Inconnu | $1,001 - $15,000 | New York, NY, US D: Real Estate Synchrony Bank [BA]$15,001 - $50,000Interes... |
Y) | Inconnu | Inconnu | Inconnu | - |
Y) | Inconnu | Inconnu | $100,001 - $250,000 | Shares transferred from Ameritrade; then partial position transferred to Mo... |
XC) | S | Inconnu | $1,001 - $15,000 | Overall loss Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SNPS... |
DIA | Inconnu | Inconnu | $50,001 - $100,000 | Transferred from Ameritrade Morgan Stanley - Active Asset Account # 1 ⇒ |
ALLY | Inconnu | Inconnu | $15,001 - $50,000 | Transferred from Ameritrade Morgan Stanley - Portfolio Management ⇒ Ally Fi... |
$50,001 - $100,000 Tax-De... | Inconnu | Inconnu | $50,001 - $100,000 | - |
DIA | Inconnu | Inconnu | Inconnu | - |
AIVSX | Inconnu | Inconnu | $1,001 - $15,000 | - |
Y) | S | Inconnu | $15,001 - $50,000 | Checking & Savings WPP - Vanguard - The Savings & Investment Plan ⇒ AmerFun... |