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Josh Gottheimer trade alerts

Josh Gottheimer's Stock Portfolio

267 stock and option positions, estimated from the 2025 annual disclosure (holdings on Dec 31, 2025) and 9 trade reports filed since. Newest activity first.

Updated . Latest filing disclosed . We check for new filings every morning.

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Ranked #15 of 30 in Congress

Questions

What stocks does Josh Gottheimer own?

Based on Josh Gottheimer's 2025 annual financial disclosure and 9 trade reports filed since, the largest estimated stock positions are XCAPX (~8%), IYW (~5%), QQQ (~4%), FAMRX (~4%) and AMZN (~4%). These are estimates from disclosed value ranges, not exact holdings.

How often does Josh Gottheimer trade?

Josh Gottheimer filed 12 trade reports covering 136 trades in the 12 months to Oct 22, 2026; the most recent was filed Oct 7, 2026. Members of Congress must report each trade within 45 days.

What did Josh Gottheimer trade most recently?

In a report filed Oct 7, 2026, Josh Gottheimer disclosed that they sold AMAT shares and MCD shares (traded Sep 15–25, 2026).

Holdings

Returns are stock-price moves, prices as of Oct 22, 2026. Holdings from before Dec 31 are measured from that day's close because their purchase price isn't disclosed.

Largest stock positions, estimated weight
  1. XCAPX ~8%
  2. IYW ~5%
  3. QQQ ~4%
  4. FAMRX ~4%
  5. AMZN ~4%
  6. VRNIX ~4%
  7. PAVE ~4%
  8. APDYX ~4%
  9. SPY ~2%
  10. SCHF ~2%
Stock Value on Dec 31 Est. weight Return Since then
ADI shares — <1% −2.0% since bought May 19 −7.2% since disclosed Jun 3 ≈ −$20 to −$300 loss New: bought $1K–$15K, May 19
AMD shares — <1% +55.6% since bought May 5 +1.9% since disclosed Jun 3 ≈ +$560 to +$8.3K gain New: bought $1K–$15K, May 5
CMI shares — <1% +0.3% since bought Feb 5 −0.5% since disclosed Mar 16 ≈ +$2 to +$43 gain New: bought $1K–$15K, Feb 5
CRWD shares — <1% +15.8% since bought Jul 15 +6.3% since disclosed Aug 10 ≈ +$160 to +$2.4K gain New: bought $1K–$15K, Jul 15
FCX shares — <1% +0.3% since bought Apr 15 +17.4% since disclosed May 19 ≈ +$2 to +$44 gain New: bought $1K–$15K, Apr 15
FSS shares — <1% −0.8% since bought Feb 26 +9.1% since disclosed Mar 16 ≈ −$8 to −$120 loss New: bought $1K–$15K, Feb 26
GEV shares — <1% +25.5% since bought Feb 5 +11.9% since disclosed Mar 16 ≈ +$260 to +$3.8K gain New: bought $1K–$15K, Feb 5
GILD shares — <1% +8.9% since bought Jan 27 +6.8% since disclosed Feb 26 ≈ +$89 to +$1.3K gain New: bought $1K–$15K, Jan 27
GOOGM shares — <1% +0.5% since bought Jul 24 −7.1% since disclosed Aug 10 ≈ +$4 to +$70 gain New: bought $1K–$15K, Jul 24
GOOGN shares — <1% −0.1% since bought Jul 23 −7.1% since disclosed Aug 10 ≈ +$0 to +$3 gain New: bought $2.0K–$30K, Jul 23–24
ICE shares — <1% −9.9% since bought Jan 26 −3.2% since disclosed Feb 26 ≈ −$100 to −$1.5K loss New: bought $1K–$15K, Jan 26
LITE shares — <1% −10.2% since bought May 22 −9.3% since disclosed Jun 3 ≈ −$100 to −$1.5K loss New: bought $1K–$15K, May 22
MNST shares — <1% +15.0% since bought Feb 2 +21.0% since disclosed Mar 16 ≈ +$110 to +$1.6K gain New: bought $2.0K–$30K, Feb 2 – Jul 17
MRK shares — <1% +26.7% since bought Feb 4 +29.8% since disclosed Mar 16 ≈ +$270 to +$4K gain New: bought $1K–$15K, Feb 4
MU shares — <1% +19.9% since bought May 21 −15.4% since disclosed Jun 3 ≈ +$200 to +$3K gain New: bought $1K–$15K, May 21
NICE shares — <1% +13.4% since bought Jul 20 +12.1% since disclosed Aug 10 ≈ +$130 to +$2K gain New: bought $1K–$15K, Jul 20
QSR shares — <1% +1.7% since bought Aug 6 −6.0% since disclosed Sep 14 ≈ +$17 to +$250 gain New: bought $1K–$15K, Aug 6
RSG shares — <1% +9.9% since bought Aug 6 +2.0% since disclosed Sep 14 ≈ +$99 to +$1.5K gain New: bought $1K–$15K, Aug 6
SAIL shares — <1% +29.3% since bought Jul 20 +1.4% since disclosed Aug 10 ≈ +$290 to +$4.4K gain New: bought $1K–$15K, Jul 20
SE shares — <1% −12.6% since bought Mar 10 −8.6% since disclosed Apr 8 ≈ −$130 to −$1.9K loss New: bought $1K–$15K, Mar 10
SNDK shares — <1% +2.9% since bought May 7 −24.7% since disclosed Jun 3 ≈ +$29 to +$430 gain New: bought $1K–$15K, May 7
TWLO shares — <1% +40.6% since bought May 4 +17.3% since disclosed Jun 3 ≈ +$410 to +$6.1K gain New: bought $1K–$15K, May 4
UNH shares — <1% +55.3% since bought Feb 5 +46.1% since disclosed Mar 16 ≈ +$550 to +$8.3K gain New: bought $1K–$15K, Feb 5
XOM shares — <1% +27.9% since bought Feb 2 +12.6% since disclosed Mar 16 ≈ +$480 to +$7.2K gain New: bought $2.0K–$30K, Feb 2–4
MSFT shares $50K–$100K ~2% +10.2% since Dec 31 Sold some, Feb 2
BRK.B shares $15K–$50K <1% No price data yet Sold some, May 4
NSRGY shares $15K–$50K <1% +2.3% since Dec 31 Sold some, Jan 26 – Jun 1
NTDOY shares $15K–$50K <1% −18.4% since Dec 31 Sold some, Jun 17
ABT shares $1K–$15K <1% −19.8% since Dec 31 Sold some, May 27
APD shares $1K–$15K <1% +22.5% since Dec 31 Bought more, Mar 5
CBZ shares $1K–$15K <1% +8.7% since Dec 31 Bought more, Mar 5 – Apr 6
CVNA shares $1K–$15K <1% −29.9% since Dec 31 Sold some, Feb 18
FWRG shares $1K–$15K <1% −26.2% since Dec 31 Bought more, Mar 5 – Apr 6
GS shares $1K–$15K <1% +2.9% since Dec 31 Bought more, Apr 9–16
HDB shares $1K–$15K <1% −38.0% since Dec 31 Sold some, Mar 12 – Apr 13
INSM shares $1K–$15K <1% −46.0% since Dec 31 Sold some, Jun 10
INTA shares $1K–$15K <1% −1.1% since Dec 31 Bought more, Mar 12 – Apr 13
INTU shares $1K–$15K <1% −49.3% since Dec 31 Sold some, Feb 20 – May 22
MCD shares $1K–$15K <1% −19.4% since Dec 31 Sold some, Sep 25
MMM shares $1K–$15K <1% +9.1% since Dec 31 Sold some, Apr 28
NTES shares $1K–$15K <1% −10.6% since Dec 31 Bought more, Mar 5 – Apr 6
PANW shares $1K–$15K <1% +88.5% since Dec 31 Bought more, Feb 27 – Jul 16
UBER shares $1K–$15K <1% −17.2% since Dec 31 Sold some, Jan 30
V shares $1K–$15K <1% +16.3% since Dec 31 Sold some, Feb 18
XNGSY shares $1K–$15K <1% −29.4% since Dec 31 Sold some, Mar 24
IFNNY shares — <1% +31.4% since Dec 31 Bought more, Feb 27 – Apr 13
XCAPX shares $250K–$500K ~8% −2.5% since Dec 31
AMZN shares $100K–$250K ~4% +13.7% since Dec 31
APDYX shares $100K–$250K ~4% −2.1% since Dec 31
FAMRX shares $100K–$250K ~4% +13.7% since Dec 31
IYW shares $100K–$250K ~5% +28.7% since Dec 31
PAVE shares $100K–$250K ~4% +11.2% since Dec 31
QQQ shares $100K–$250K ~4% +18.1% since Dec 31
VRNIX shares $100K–$250K ~4% +13.0% since Dec 31
AGTHX shares $50K–$100K ~2% +9.7% since Dec 31
CRCL shares $50K–$100K ~2% +13.1% since Dec 31
GOOG shares $50K–$100K ~2% +5.5% since Dec 31
IJH shares $50K–$100K ~2% +10.3% since Dec 31
RSESX shares $50K–$100K ~2% +13.1% since Dec 31
SCHF shares $50K–$100K ~2% +13.2% since Dec 31
SPY shares $50K–$100K ~2% +13.4% since Dec 31
UAL shares $50K–$100K ~1% −9.1% since Dec 31
ALIZY shares $15K–$50K <1% +5.5% since Dec 31
AVGO shares $15K–$50K <1% −2.4% since Dec 31
AWSHX shares $15K–$50K <1% +4.5% since Dec 31
BLK shares $15K–$50K <1% +7.4% since Dec 31
CAIBX shares $15K–$50K <1% +7.3% since Dec 31
CINF shares $15K–$50K <1% +6.3% since Dec 31
CVX shares $15K–$50K <1% +48.8% since Dec 31
D shares $15K–$50K <1% +6.4% since Dec 31
DBSDY shares $15K–$50K <1% +33.0% since Dec 31
DIA shares $15K–$50K <1% +9.8% since Dec 31
FAST shares $15K–$50K <1% +30.8% since Dec 31
FEMKX shares $15K–$50K <1% +12.4% since Dec 31
FSMDX shares $15K–$50K <1% +15.5% since Dec 31
FXAIX shares $15K–$50K <1% +13.4% since Dec 31
GLW shares $15K–$50K <1% +54.1% since Dec 31
IVV shares $15K–$50K <1% +13.4% since Dec 31
IWB shares $15K–$50K <1% +13.1% since Dec 31
LLY shares $15K–$50K <1% +18.2% since Dec 31
LOW shares $15K–$50K <1% −18.5% since Dec 31
MA shares $15K–$50K <1% +9.1% since Dec 31
MIEIX shares $15K–$50K <1% +6.8% since Dec 31
NFLX shares $15K–$50K <1% −30.6% since Dec 31
NOC shares $15K–$50K <1% −5.4% since Dec 31
NSC shares $15K–$50K <1% +13.6% since Dec 31
PAYX shares $15K–$50K <1% +0.3% since Dec 31
PGR shares $15K–$50K <1% −2.8% since Dec 31
RGESX shares $15K–$50K <1% +12.3% since Dec 31
RINTX shares $15K–$50K <1% +9.3% since Dec 31
RSP shares $15K–$50K <1% +13.1% since Dec 31
SBUX shares $15K–$50K <1% +17.7% since Dec 31
SCHW shares $15K–$50K <1% −8.3% since Dec 31
SPAXX shares $15K–$50K <1% No price data yet
TSLA shares $15K–$50K <1% −14.1% since Dec 31
TSM shares $15K–$50K <1% +42.1% since Dec 31
TXN shares $15K–$50K ~1% +64.1% since Dec 31
VFORX shares $15K–$50K <1% +9.6% since Dec 31
VOO shares $15K–$50K <1% +13.3% since Dec 31
VWO shares $15K–$50K <1% +8.2% since Dec 31
VXF shares $15K–$50K <1% +10.0% since Dec 31
WPP shares $15K–$50K <1% +17.6% since Dec 31
AAGIY shares $1K–$15K <1% −10.9% since Dec 31
AAPL shares $1K–$15K <1% +26.5% since Dec 31
ABALX shares $1K–$15K <1% +7.7% since Dec 31
ABCB shares $1K–$15K <1% +8.5% since Dec 31
ABG shares $1K–$15K <1% −29.4% since Dec 31
ADYEY shares $1K–$15K <1% −34.6% since Dec 31
AEIS shares $1K–$15K <1% +18.2% since Dec 31
AGIO shares $1K–$15K <1% +36.6% since Dec 31
AIQUY shares $1K–$15K <1% +3.0% since Dec 31
AIVSX shares $1K–$15K <1% +8.9% since Dec 31
ALFVY shares $1K–$15K <1% +9.4% since Dec 31
ALGM shares $1K–$15K <1% +30.8% since Dec 31
AMCPX shares $1K–$15K <1% −1.9% since Dec 31
ANET shares $1K–$15K <1% +40.7% since Dec 31
ANWPX shares $1K–$15K <1% +6.1% since Dec 31
AORT shares $1K–$15K <1% −49.8% since Dec 31
APH shares $1K–$15K <1% +17.2% since Dec 31
APP shares $1K–$15K <1% −60.2% since Dec 31
APPF shares $1K–$15K <1% −6.6% since Dec 31
ARQT shares $1K–$15K <1% +9.7% since Dec 31
ASAZY shares $1K–$15K <1% −7.0% since Dec 31
ASML shares $1K–$15K <1% +56.7% since Dec 31
ATLKY shares $1K–$15K <1% +1.9% since Dec 31
ATRC shares $1K–$15K <1% +45.8% since Dec 31
AVNT shares $1K–$15K <1% +30.2% since Dec 31
AZO shares $1K–$15K <1% −6.9% since Dec 31
BAC shares $1K–$15K <1% −7.7% since Dec 31
BAP shares $1K–$15K <1% +35.3% since Dec 31
BBVA shares $1K–$15K <1% +10.6% since Dec 31
BCPC shares $1K–$15K <1% +11.4% since Dec 31
BCRX shares $1K–$15K <1% −0.6% since Dec 31
BOOT shares $1K–$15K <1% −34.2% since Dec 31
BX shares $1K–$15K <1% −28.9% since Dec 31
CATY shares $1K–$15K <1% +25.3% since Dec 31
CB shares $1K–$15K <1% +13.7% since Dec 31
CENTA shares $1K–$15K <1% +26.2% since Dec 31
CHGCY shares $1K–$15K <1% −19.8% since Dec 31
CHRD shares $1K–$15K <1% +62.7% since Dec 31
CNI shares $1K–$15K <1% +23.5% since Dec 31
CNS shares $1K–$15K <1% +11.9% since Dec 31
COCO shares $1K–$15K <1% +19.8% since Dec 31
COST shares $1K–$15K <1% +15.8% since Dec 31
CRNX shares $1K–$15K <1% No price data yet
CSCO shares $1K–$15K <1% +39.2% since Dec 31
CSW shares $1K–$15K <1% −0.2% since Dec 31
DASH shares $1K–$15K <1% −18.6% since Dec 31
DASTY shares $1K–$15K <1% −5.7% since Dec 31
DCO shares $1K–$15K <1% +77.2% since Dec 31
DFKCY shares $1K–$15K <1% No price data yet
DGRO shares $1K–$15K <1% +14.3% since Dec 31
DHI shares $1K–$15K <1% −3.5% since Dec 31
DSCSY shares $1K–$15K <1% +11.4% since Dec 31
DSGX shares $1K–$15K <1% +5.4% since Dec 31
EFA shares $1K–$15K <1% +8.4% since Dec 31
EPOAY shares $1K–$15K <1% +15.2% since Dec 31
ETN shares $1K–$15K <1% +23.7% since Dec 31
FDIVX shares $1K–$15K <1% +10.1% since Dec 31
FMX shares $1K–$15K <1% +26.6% since Dec 31
FSSNX shares $1K–$15K <1% +13.0% since Dec 31
GBCI shares $1K–$15K <1% +1.5% since Dec 31
GBOOY shares $1K–$15K <1% +19.2% since Dec 31
GMAB shares $1K–$15K <1% +28.5% since Dec 31
GMED shares $1K–$15K <1% −9.9% since Dec 31
GOOGL shares $1K–$15K <1% +7.0% since Dec 31
GTES shares $1K–$15K <1% +19.9% since Dec 31
GWW shares $1K–$15K <1% +34.0% since Dec 31
HALO shares $1K–$15K <1% +85.5% since Dec 31
HLI shares $1K–$15K <1% −26.3% since Dec 31
HLN shares $1K–$15K <1% −0.9% since Dec 31
HMN shares $1K–$15K <1% +0.4% since Dec 31
HQY shares $1K–$15K <1% +6.8% since Dec 31
HSHCY shares $1K–$15K <1% −21.2% since Dec 31
IBAFX shares $1K–$15K <1% −4.5% since Dec 31
ICUI shares $1K–$15K <1% +12.7% since Dec 31
IDA shares $1K–$15K <1% +9.5% since Dec 31
IEMG shares $1K–$15K <1% +15.6% since Dec 31
INDB shares $1K–$15K <1% +11.2% since Dec 31
IRT shares $1K–$15K <1% −15.2% since Dec 31
ISRG shares $1K–$15K <1% −24.4% since Dec 31
ITT shares $1K–$15K <1% +15.5% since Dec 31
IWF shares $1K–$15K <1% +4.4% since Dec 31
IWM shares $1K–$15K <1% +12.3% since Dec 31
JNJ shares $1K–$15K <1% +24.6% since Dec 31
JPM shares $1K–$15K <1% +4.0% since Dec 31
KMTUY shares $1K–$15K <1% +38.9% since Dec 31
KO shares $1K–$15K <1% +32.6% since Dec 31
LIN shares $1K–$15K <1% +17.4% since Dec 31
LOPE shares $1K–$15K <1% −3.9% since Dec 31
LRCX shares $1K–$15K <1% +52.4% since Dec 31
LRLCY shares $1K–$15K <1% +6.7% since Dec 31
MCK shares $1K–$15K <1% +23.8% since Dec 31
MEDP shares $1K–$15K <1% +18.0% since Dec 31
MELI shares $1K–$15K <1% −7.9% since Dec 31
META shares $1K–$15K <1% +5.7% since Dec 31
MFC shares $1K–$15K <1% +24.8% since Dec 31
MGY shares $1K–$15K <1% +16.2% since Dec 31
MTDR shares $1K–$15K <1% +36.1% since Dec 31
MTSI shares $1K–$15K <1% +59.4% since Dec 31
MTX shares $1K–$15K <1% +3.7% since Dec 31
MUB shares $1K–$15K <1% −4.4% since Dec 31
MVRXX shares $1K–$15K <1% No price data yet
NHI shares $1K–$15K <1% −15.0% since Dec 31
NOVT shares $1K–$15K <1% +17.6% since Dec 31
NTRA shares $1K–$15K <1% +80.4% since Dec 31
NVDA shares $1K–$15K <1% +19.0% since Dec 31
NWE shares $1K–$15K <1% +17.9% since Dec 31
OCFC shares $1K–$15K <1% −10.3% since Dec 31
ORCL shares $1K–$15K <1% −33.7% since Dec 31
OXM shares $1K–$15K <1% −23.8% since Dec 31
PATK shares $1K–$15K <1% −37.9% since Dec 31
PNGAY shares $1K–$15K <1% −25.1% since Dec 31
PRIM shares $1K–$15K <1% −41.5% since Dec 31
PWP shares $1K–$15K <1% −27.9% since Dec 31
PWR shares $1K–$15K <1% +42.4% since Dec 31
RGISX shares $1K–$15K <1% +5.3% since Dec 31
RHHBY shares $1K–$15K <1% +14.5% since Dec 31
RHP shares $1K–$15K <1% +37.7% since Dec 31
RIO shares $1K–$15K <1% +8.6% since Dec 31
RLESX shares $1K–$15K <1% +16.7% since Dec 31
ROLL shares $1K–$15K <1% No price data yet
RRESX shares $1K–$15K <1% +0.5% since Dec 31
RTX shares $1K–$15K <1% +4.5% since Dec 31
RVLV shares $1K–$15K <1% −27.1% since Dec 31
SAP shares $1K–$15K <1% −4.2% since Dec 31
SBCF shares $1K–$15K <1% +4.3% since Dec 31
SBGSY shares $1K–$15K <1% −2.0% since Dec 31
SF shares $1K–$15K <1% −20.4% since Dec 31
SGIOY shares $1K–$15K <1% +11.6% since Dec 31
SHEL shares $1K–$15K <1% +43.4% since Dec 31
SHOP shares $1K–$15K <1% +8.3% since Dec 31
SKY shares $1K–$15K <1% −10.4% since Dec 31
SLAB shares $1K–$15K <1% +69.6% since Dec 31
SLGN shares $1K–$15K <1% −3.5% since Dec 31
SMCWX shares $1K–$15K <1% +9.0% since Dec 31
SNOW shares $1K–$15K <1% +47.1% since Dec 31
SNPS shares $1K–$15K <1% −3.9% since Dec 31
SONVY shares $1K–$15K <1% +29.4% since Dec 31
SONY shares $1K–$15K <1% −2.0% since Dec 31
SPOT shares $1K–$15K <1% −9.5% since Dec 31
SPXC shares $1K–$15K <1% −16.0% since Dec 31
STAG shares $1K–$15K <1% −0.8% since Dec 31
STRL shares $1K–$15K <1% +34.9% since Dec 31
SUPN shares $1K–$15K <1% −17.1% since Dec 31
SYIEY shares $1K–$15K <1% +40.4% since Dec 31
TCBI shares $1K–$15K <1% +3.3% since Dec 31
TCEHY shares $1K–$15K <1% −34.2% since Dec 31
TDG shares $1K–$15K <1% −15.1% since Dec 31
TEL shares $1K–$15K <1% −5.9% since Dec 31
TLK shares $1K–$15K <1% −44.0% since Dec 31
TNDM shares $1K–$15K <1% −25.6% since Dec 31
TT shares $1K–$15K <1% +21.1% since Dec 31
TTNDY shares $1K–$15K <1% +45.9% since Dec 31
TXRH shares $1K–$15K <1% +1.1% since Dec 31
UFPI shares $1K–$15K <1% −12.1% since Dec 31
UMBF shares $1K–$15K <1% +15.5% since Dec 31
VCYT shares $1K–$15K <1% +9.8% since Dec 31
VEA shares $1K–$15K <1% +12.2% since Dec 31
VEU shares $1K–$15K <1% +11.7% since Dec 31
VIAV shares $1K–$15K <1% +98.6% since Dec 31
VIG shares $1K–$15K <1% +10.9% since Dec 31
VTEB shares $1K–$15K <1% −4.5% since Dec 31
VUG shares $1K–$15K <1% +10.0% since Dec 31
WMT shares $1K–$15K <1% +5.7% since Dec 31
EPAC shares $0–$1K <1% −7.3% since Dec 31
SSMXY shares $0–$1K <1% +27.1% since Dec 31

Trades Reported

Filed Sep 14, 2026 Original Filing

  • Joint account bought AMAT shares $1K–$15K Traded Aug 6, 2026
  • Joint account bought MSFT options $250K–$500K Traded Aug 14, 2026. Call options; Strike price $340; Expires 10/16/2026
  • Joint account bought MSFT options $500K–$1M Traded Aug 14, 2026. Call options; Strike price $330; Expires 10/16/2026
  • Joint account sold MSFT options $250K–$500K Traded Aug 14, 2026. Call options; Strike price $340; Expires 12/18/2026
  • Joint account sold MSFT options $500K–$1M Traded Aug 14, 2026. Call options; Strike price $335; Expires 12/18/2026
  • Joint account bought RSG shares $1K–$15K Traded Aug 6, 2026
  • Joint account bought QSR shares $1K–$15K Traded Aug 6, 2026

Filed Aug 10, 2026 Original Filing

  • Joint account bought GOOGM shares $1K–$15K Traded Jul 24, 2026
  • Joint account bought GOOGN shares $1K–$15K Traded Jul 23, 2026
  • Joint account bought GOOGN shares $1K–$15K Traded Jul 24, 2026
  • Joint account sold GTLS shares $1K–$15K Traded Jul 17, 2026
  • Joint account bought CRWD shares $1K–$15K Traded Jul 15, 2026
  • Joint account sold CCI shares $1K–$15K Traded Jul 23, 2026
  • Joint account sold FN shares $1K–$15K Traded Jul 14, 2026
  • Joint account sold some IBM shares $1K–$15K Traded Jul 15, 2026
  • Joint account sold IBM shares $1K–$15K Traded Jul 16, 2026
  • Joint account bought MNST shares $1K–$15K Traded Jul 17, 2026
  • Joint account bought NICE shares $1K–$15K Traded Jul 20, 2026
  • Joint account bought PANW shares $1K–$15K Traded Jul 16, 2026
  • Joint account bought SAIL shares $1K–$15K Traded Jul 20, 2026

Filed Jul 7, 2026 Original Filing

  • Joint account sold ADC shares $1K–$15K Traded Jun 1, 2026
  • Joint account sold BABA shares $1K–$15K Traded Jun 1, 2026
  • Joint account sold BKNG shares $1K–$15K Traded Jun 1, 2026
  • Joint account sold some INSM shares $1K–$15K Traded Jun 10, 2026
  • Joint account sold some NSRGY shares $1K–$15K Traded Jun 1, 2026
  • Joint account sold some NTDOY shares $1K–$15K Traded Jun 17, 2026
  • Joint account sold NVZMY shares $1K–$15K Traded Jun 1, 2026

Filed Jun 3, 2026 Original Filing

  • Joint account sold some ABT shares $1K–$15K Traded May 27, 2026
  • Joint account sold ABBV shares $1K–$15K Traded May 5, 2026
  • Joint account bought AMD shares $1K–$15K Traded May 5, 2026
  • Joint account bought ADI shares $1K–$15K Traded May 19, 2026
  • Joint account sold some BRK.B shares $1K–$15K Traded May 4, 2026
  • Joint account sold some BRK.B shares $1K–$15K Traded May 4, 2026
  • Joint account bought FN shares $1K–$15K Traded May 1, 2026
  • Joint account sold some INTU shares $1K–$15K Traded May 22, 2026. 5/26/26 full sale less than $1,000
  • Joint account bought LITE shares $1K–$15K Traded May 22, 2026
  • Joint account bought MU shares $1K–$15K Traded May 21, 2026
  • Joint account sold MSFT options $250K–$500K Traded May 19, 2026. Call options; Strike price $340; Expires 10/16/2026
  • Joint account sold MSFT options $500K–$1M Traded May 19, 2026. Call options; Strike price $330; Expires 10/16/2026
  • Joint account bought MSFT options $250K–$500K Traded May 19, 2026. Call options; Strike price $325; Expires 06/18/2026
  • Joint account bought MSFT options $500K–$1M Traded May 19, 2026. Call options; Strike price $325; Expires 06/18/2026
  • Joint account sold some NSRGY shares $1K–$15K Traded May 14, 2026
  • Joint account sold some NSRGY shares $1K–$15K Traded May 5, 2026
  • Joint account bought PANW shares $1K–$15K Traded May 14, 2026
  • Joint account bought SNDK shares $1K–$15K Traded May 7, 2026
  • Joint account sold TPH shares $1K–$15K Traded May 15, 2026
  • Joint account bought TWLO shares $1K–$15K Traded May 4, 2026

Filed May 19, 2026 Original Filing

  • Joint account sold some MMM shares $1K–$15K Traded Apr 28, 2026
  • Joint account bought Advanced Micro Devices, Inc. (AMD $1K–$15K Traded Apr 27, 2026
  • Joint account bought Advanced Micro Devices, Inc. (AMD $1K–$15K Traded Apr 23, 2026
  • Joint account sold ALLY shares $1K–$15K Traded Apr 9, 2026
  • Joint account sold T shares $1K–$15K Traded Apr 9, 2026
  • Joint account bought CBZ shares $1K–$15K Traded Apr 6, 2026
  • Joint account sold DRI shares $15K–$50K Traded Apr 9, 2026
  • Joint account sold DLTR shares $1K–$15K Traded Apr 9, 2026
  • Joint account bought FWRG shares $1K–$15K Traded Apr 6, 2026
  • Joint account sold F shares $15K–$50K Traded Apr 9, 2026
  • Joint account bought FCX shares $1K–$15K Traded Apr 15, 2026
  • Joint account bought GS shares $1K–$15K Traded Apr 16, 2026
  • Joint account sold GS shares $15K–$50K Traded Apr 9, 2026
  • Joint account sold some HDB shares $1K–$15K Traded Apr 13, 2026
  • Joint account sold HD shares $15K–$50K Traded Apr 9, 2026
  • Joint account bought IFNNY shares $1K–$15K Traded Apr 13, 2026
  • Joint account bought INTA shares $1K–$15K Traded Apr 13, 2026
  • Joint account sold some IBM shares $1K–$15K Traded Apr 24, 2026
  • Joint account sold MKTX shares $1K–$15K Traded Apr 9, 2026
  • Joint account sold MLM shares $15K–$50K Traded Apr 9, 2026
  • Joint account bought NTES shares $1K–$15K Traded Apr 6, 2026
  • Joint account sold PFGC shares $15K–$50K Traded Apr 9, 2026
  • Joint account sold NOW shares $1K–$15K Traded Apr 24, 2026
  • Joint account sold SYF shares $15K–$50K Traded Apr 9, 2026
  • Joint account sold TSCO shares $15K–$50K Traded Apr 9, 2026
  • Joint account sold VLY shares $1K–$15K Traded Apr 9, 2026

Filed Apr 8, 2026 Original Filing

  • Joint account bought APD shares $1K–$15K Traded Mar 5, 2026
  • Joint account sold ALC shares $1K–$15K Traded Mar 12, 2026
  • Joint account sold CBZ shares $1K–$15K Traded Mar 5, 2026
  • Joint account sold COLB shares $1K–$15K Traded Mar 5, 2026
  • Joint account sold some CCI shares $1K–$15K Traded Mar 24, 2026
  • Joint account sold some XNGSY shares $1K–$15K Traded Mar 24, 2026
  • Joint account bought FN shares $1K–$15K Traded Mar 24, 2026
  • Joint account sold FWRG shares $1K–$15K Traded Mar 5, 2026
  • Joint account sold some HDB shares $1K–$15K Traded Mar 12, 2026
  • Joint account sold IFNNY shares $1K–$15K Traded Mar 12, 2026
  • Joint account sold INTA shares $1K–$15K Traded Mar 12, 2026
  • Joint account sold LZB shares $1K–$15K Traded Mar 12, 2026
  • Joint account bought MSFT options $50K–$100K Traded Mar 25, 2026. Call options; Strike price $325; Expires 06/18/2026
  • Joint account bought MSFT options $500K–$1M Traded Mar 25, 2026. Call options; Strike price $320; Expires 06/18/2026
  • Joint account sold some NTES shares $1K–$15K Traded Mar 5, 2026
  • Joint account sold PHR shares $1K–$15K Traded Mar 5, 2026
  • Joint account bought SE shares $1K–$15K Traded Mar 10, 2026
  • Joint account bought NOW shares $1K–$15K Traded Mar 6, 2026

Filed Mar 16, 2026 Original Filing

  • Joint account sold some CVNA shares $1K–$15K Traded Feb 18, 2026
  • Joint account sold NET shares $1K–$15K Traded Feb 4, 2026
  • Joint account bought CMI shares $1K–$15K Traded Feb 5, 2026
  • Joint account bought XOM shares $1K–$15K Traded Feb 4, 2026
  • Joint account bought XOM shares $1K–$15K Traded Feb 2, 2026
  • Joint account sold FICO shares $1K–$15K Traded Feb 4, 2026
  • Joint account bought FSS shares $1K–$15K Traded Feb 26, 2026
  • Joint account bought GEV shares $1K–$15K Traded Feb 5, 2026
  • Joint account bought IFNNY shares $1K–$15K Traded Feb 27, 2026
  • Joint account sold some INTU shares $1K–$15K Traded Feb 20, 2026
  • Joint account bought MRK shares $1K–$15K Traded Feb 4, 2026
  • Joint account sold some MSFT shares $1K–$15K Traded Feb 2, 2026
  • Joint account bought MNST shares $1K–$15K Traded Feb 2, 2026
  • Joint account sold PANW shares $1K–$15K Traded Feb 27, 2026
  • Joint account bought UNH shares $1K–$15K Traded Feb 5, 2026
  • Joint account sold some V shares $1K–$15K Traded Feb 18, 2026

Filed Feb 26, 2026 Original Filing

  • Joint account bought GILD shares $1K–$15K Traded Jan 27, 2026
  • Joint account bought ICE shares $1K–$15K Traded Jan 26, 2026
  • Joint account sold some NSRGY shares $1K–$15K Traded Jan 26, 2026
  • Joint account sold SNDR shares $1K–$15K Traded Jan 26, 2026
  • Joint account sold NOW shares $1K–$15K Traded Jan 30, 2026
  • Joint account sold some UBER shares $1K–$15K Traded Jan 30, 2026

Filed Jan 14, 2026 Original Filing

  • Joint account sold some APD shares $15K–$50K Traded Dec 8, 2025
  • Joint account sold LNG shares $1K–$15K Traded Dec 12, 2025
  • Joint account sold CVLT shares $1K–$15K Traded Dec 5, 2025
  • Joint account sold MTHRY shares $1K–$15K Traded Dec 5, 2025
  • Joint account sold SE shares $1K–$15K Traded Dec 5, 2025
  • Joint account sold some NOW shares $1K–$15K Traded Dec 17, 2025
  • Joint account sold some SSMXY shares $1K–$15K Traded Dec 5, 2025
  • Joint account sold some UBER shares $1K–$15K Traded Dec 11, 2025
  • Joint account sold UTZ shares $1K–$15K Traded Dec 8, 2025

Filed Dec 29, 2025 Original Filing

  • Joint account sold BHP shares $1K–$15K Traded Nov 19, 2025
  • Joint account bought CSW shares $1K–$15K Traded Nov 17, 2025
  • Joint account sold some DASTY shares $1K–$15K Traded Nov 21, 2025
  • Joint account sold EW shares $1K–$15K Traded Nov 19, 2025
  • Joint account sold FIS shares $15K–$50K Traded Nov 19, 2025
  • Joint account sold HD shares $1K–$15K Traded Nov 19, 2025
  • Joint account sold HUBS shares $1K–$15K Traded Nov 19, 2025
  • Joint account sold KKR shares $1K–$15K Traded Nov 19, 2025

Filed Nov 17, 2025 Original Filing

  • Joint account sold some MMM shares $1K–$15K Traded Oct 20, 2025
  • Joint account sold ICE shares $1K–$15K Traded Oct 16, 2025
  • Joint account bought NTES shares $1K–$15K Traded Oct 17, 2025
  • Joint account bought NICE shares $1K–$15K Traded Oct 17, 2025

Filed Oct 15, 2025 Original Filing

  • Joint account bought CVLT shares $1K–$15K Traded Sep 23, 2025
  • Joint account sold DEO shares $1K–$15K Traded Sep 22, 2025
  • Joint account bought IRT shares $1K–$15K Traded Sep 22, 2025
  • Joint account sold some ISRG shares $1K–$15K Traded Sep 3, 2025
  • Joint account bought MTHRY shares $1K–$15K Traded Sep 30, 2025
  • Joint account bought NTRA shares $1K–$15K Traded Sep 22, 2025
  • Joint account bought SSMXY shares $1K–$15K Traded Sep 22, 2025
  • Joint account bought TNDM shares $1K–$15K Traded Sep 22, 2025
  • Joint account sold BWIN shares $1K–$15K Traded Sep 23, 2025
  • Joint account sold TTD shares $1K–$15K Traded Sep 11, 2025

Filed Sep 5, 2025 Original Filing

  • Joint account sold some IBM shares $1K–$15K Traded Aug 12, 2025
  • Joint account bought NTRA shares $1K–$15K Traded Aug 22, 2025
  • Joint account sold some SSMXY shares $1K–$15K Traded Aug 21, 2025
  • Joint account sold some V shares $1K–$15K Traded Aug 12, 2025
  • Joint account sold some V shares $1K–$15K Traded Aug 1, 2025

Filed Aug 11, 2025 Original Filing

  • Joint account sold some ABT shares $1K–$15K Traded Jul 18, 2025
  • Joint account sold IRT shares $1K–$15K Traded Jul 16, 2025
  • Joint account sold some IBM shares $1K–$15K Traded Jul 25, 2025
  • Joint account sold some NTRA shares $1K–$15K Traded Jul 22, 2025
  • Joint account sold SWTX shares $1K–$15K Traded Jul 2, 2025
  • Joint account sold some V shares $1K–$15K Traded Jul 14, 2025
  • Joint account sold some WMT shares $1K–$15K Traded Jul 28, 2025

Filed Jul 16, 2025 Original Filing

  • Joint account sold AKAM shares $1K–$15K Traded Jun 3, 2025
  • Joint account bought AVGO shares $1K–$15K Traded Jun 25, 2025
  • Joint account bought CVNA shares $1K–$15K Traded Jun 20, 2025
  • Joint account bought CB shares $1K–$15K Traded Jun 13, 2025
  • Joint account bought NET shares $1K–$15K Traded Jun 20, 2025
  • Joint account sold some COP shares $1K–$15K Traded Jun 24, 2025
  • Joint account sold FIS shares $1K–$15K Traded Jun 3, 2025
  • Joint account bought INSM shares $1K–$15K Traded Jun 16, 2025
  • Joint account sold some MCD shares $1K–$15K Traded Jun 20, 2025
  • Joint account bought NVDA shares $1K–$15K Traded Jun 24, 2025
  • Joint account sold PFE shares $1K–$15K Traded Jun 3, 2025
  • Joint account sold CRM shares $1K–$15K Traded Jun 4, 2025
  • Joint account sold some TSLA shares $1K–$15K Traded Jun 5, 2025
  • Joint account sold UNP shares $1K–$15K Traded Jun 4, 2025
  • Joint account sold some V shares $1K–$15K Traded Jun 20, 2025
  • Joint account sold some V shares $1K–$15K Traded Jun 26, 2025
  • Joint account sold some V shares $1K–$15K Traded Jun 25, 2025
  • Joint account sold some V shares $1K–$15K Traded Jun 24, 2025

Filed Jun 11, 2025 Original Filing

  • Joint account bought ABBV shares $1K–$15K Traded May 22, 2025
  • Joint account sold some GOOG shares $1K–$15K Traded May 8, 2025
  • Joint account bought APP shares $1K–$15K Traded May 28, 2025
  • Joint account bought ASML shares $1K–$15K Traded May 22, 2025
  • Joint account sold CLPBY shares $1K–$15K Traded May 14, 2025
  • Joint account bought GLW shares $1K–$15K Traded May 28, 2025
  • Joint account bought GLW shares $1K–$15K Traded May 22, 2025
  • Joint account bought LLY shares $1K–$15K Traded May 1, 2025
  • Joint account sold some LLY shares $1K–$15K Traded May 13, 2025
  • Joint account sold FI shares $1K–$15K Traded May 14, 2025
  • Joint account sold GILD shares $1K–$15K Traded May 14, 2025
  • Joint account bought MSFT shares $1K–$15K Traded May 21, 2025
  • Joint account bought MSFT shares $1K–$15K Traded May 22, 2025
  • Joint account bought CRM shares $1K–$15K Traded May 22, 2025
  • Joint account bought SE shares $1K–$15K Traded May 23, 2025
  • Joint account bought TEL shares $1K–$15K Traded May 22, 2025
  • Joint account bought TSLA shares $1K–$15K Traded May 29, 2025
  • Joint account bought TSLA shares $1K–$15K Traded May 27, 2025
  • Joint account bought TSLA shares $1K–$15K Traded May 16, 2025
  • Joint account bought TSLA shares $1K–$15K Traded May 15, 2025
  • Joint account bought UBER shares $1K–$15K Traded May 15, 2025
  • Joint account sold some UNICY shares $1K–$15K Traded May 14, 2025
  • Joint account sold some UPS shares $1K–$15K Traded May 28, 2025
  • Joint account sold ZTO shares $1K–$15K Traded May 23, 2025

Filed May 14, 2025 Original Filing

  • Joint account bought MMM shares $1K–$15K Traded Apr 5, 2025
  • Joint account bought ABBV shares $1K–$15K Traded Apr 3, 2025
  • Joint account bought ABBV shares $1K–$15K Traded Apr 1, 2025
  • Joint account sold ABBV shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold AEIS shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some ADC shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some APD shares $1K–$15K Traded Apr 9, 2025
  • Joint account bought BABA shares $1K–$15K Traded Apr 4, 2025
  • Joint account sold some ALIZY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some GOOG shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some ABCB shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some APPF shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some AAPL shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold APP shares $1K–$15K Traded Apr 16, 2025
  • Joint account sold APP shares $1K–$15K Traded Apr 14, 2025
  • Joint account sold some ABG shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold ASML shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some ATLKY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some BCPC shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some BRK.B shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some BRK.B shares $1K–$15K Traded Apr 1, 2025
  • Joint account sold some BHP shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some BLK shares $1K–$15K Traded Apr 1, 2025
  • Joint account sold some BLK shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some BX shares $1K–$15K Traded Apr 14, 2025
  • Joint account sold CDRE shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some CATY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some CBZ shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some CENTA shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SKY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold CHX shares $1K–$15K Traded Apr 7, 2025
  • Joint account bought SCHW shares $1K–$15K Traded Apr 7, 2025
  • Joint account bought LNG shares $1K–$15K Traded Apr 22, 2025
  • Joint account sold some CVX shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some CHGCY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some CINF shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some CSCO shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some KO shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold GLW shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold GLW shares $15K–$50K Traded Apr 17, 2025
  • Joint account sold some CCI shares $1K–$15K Traded Apr 9, 2025
  • Joint account bought DHI shares $1K–$15K Traded Apr 21, 2025
  • Joint account sold some DASTY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some DBSDY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some D shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some DASH shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some LLY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold EPAC shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some FAST shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some FIS shares $1K–$15K Traded Apr 9, 2025
  • Joint account bought FI shares $1K–$15K Traded Apr 4, 2025
  • Joint account sold some FMX shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some GMED shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some HLN shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some HDB shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold HLMN shares $1K–$15K Traded Apr 17, 2025
  • Joint account bought HD shares $1K–$15K Traded Apr 21, 2025
  • Joint account sold some HMN shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some HLI shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some IDA shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some INSM shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some INTA shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold ITCI shares $1K–$15K Traded Apr 3, 2025
  • Joint account sold some ISRG shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some JNJ shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some KKR shares $1K–$15K Traded Apr 21, 2025
  • Joint account sold some KKR shares $1K–$15K Traded Apr 14, 2025
  • Joint account sold some LRLCY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some LOW shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some MTSI shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some MGY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some MFC shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some MA shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some MCK shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some META shares $1K–$15K Traded Apr 9, 2025
  • Joint account bought MSFT options $50K–$100K Traded Apr 4, 2025. Call options; Strike price $320; Expires 6/18/2026
  • Joint account sold some NSRGY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some NFLX shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some NTDOY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some NSC shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some NOC shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some NVDA shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold PAR shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some PATK shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some PAYX shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some PGR shares $1K–$15K Traded Apr 9, 2025
  • Joint account bought TLK shares $1K–$15K Traded Apr 21, 2025
  • Joint account sold some RBC shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some RIO shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some RHHBY shares $1K–$15K Traded Apr 9, 2025
  • Joint account bought RTX shares $1K–$15K Traded Apr 23, 2025
  • Joint account sold CRM shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some SAP shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SHEL shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold SMNNY shares $1K–$15K Traded Apr 11, 2025
  • Joint account sold some SLGN shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SONY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SPXC shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some STAG shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SBUX shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SBUX shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some STRL shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SF shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some SSMXY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some TSM shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold TEL shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold TEL shares $15K–$50K Traded Apr 17, 2025
  • Joint account bought TTNDY shares $1K–$15K Traded Apr 21, 2025
  • Joint account sold some TCEHY shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some TXN shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some DSGX shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold THR shares $1K–$15K Traded Apr 17, 2025
  • Joint account bought TPH shares $1K–$15K Traded Apr 21, 2025
  • Joint account sold TWLO shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold USPH shares $1K–$15K Traded Apr 17, 2025
  • Joint account sold some UFPI shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some UMBF shares $1K–$15K Traded Apr 9, 2025
  • Joint account sold some UNP shares $1K–$15K Traded Apr 17, 2025

Filed Apr 10, 2025 Original Filing

  • Joint account sold some ABT shares $1K–$15K Traded Mar 6, 2025
  • Joint account sold some APD shares $1K–$15K Traded Mar 7, 2025
  • Joint account sold some AAPL shares $1K–$15K Traded Mar 6, 2025
  • Joint account sold some AAPL shares $1K–$15K Traded Mar 5, 2025
  • Joint account bought APP shares $1K–$15K Traded Mar 13, 2025
  • Joint account bought ASML shares $1K–$15K Traded Mar 12, 2025
  • Joint account sold AZTA shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold some BBVA shares $1K–$15K Traded Mar 13, 2025
  • Joint account bought BKNG shares $1K–$15K Traded Mar 5, 2025
  • Joint account bought BKNG shares $1K–$15K Traded Mar 4, 2025
  • Joint account sold some AVGO shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold some CHRD shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold CRNX shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold DHI shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold some DEO shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold DSCSY shares $1K–$15K Traded Mar 19, 2025
  • Joint account bought DASH shares $1K–$15K Traded Mar 13, 2025
  • Joint account sold some LLY shares $1K–$15K Traded Mar 10, 2025
  • Joint account sold DAVA shares $1K–$15K Traded Mar 19, 2025
  • Joint account bought FI shares $1K–$15K Traded Mar 10, 2025
  • Joint account sold FLYW shares $1K–$15K Traded Mar 19, 2025
  • Joint account bought GILD shares $1K–$15K Traded Mar 7, 2025
  • Joint account sold HD shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold IFNNY shares $1K–$15K Traded Mar 13, 2025
  • Joint account sold some IFNNY shares $1K–$15K Traded Mar 14, 2025
  • Joint account bought ICE shares $1K–$15K Traded Mar 18, 2024
  • Joint account bought IBM shares $1K–$15K Traded Mar 10, 2025
  • Joint account sold some ITCI shares $1K–$15K Traded Mar 17, 2025
  • Joint account sold some JNJ shares $1K–$15K Traded Mar 7, 2025
  • Joint account sold some MA shares $1K–$15K Traded Mar 6, 2025
  • Joint account bought META shares $1K–$15K Traded Mar 5, 2025
  • Joint account sold some PPBI shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold PYPL shares $1K–$15K Traded Mar 3, 2025
  • Joint account sold TLK shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold some NOW shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold some SHOP shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold SNOW shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold some SPOT shares $1K–$15K Traded Mar 24, 2025
  • Joint account sold some TSM shares $1K–$15K Traded Mar 4, 2025
  • Joint account sold TNDM shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold TTNDY shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold some TSLA shares $1K–$15K Traded Mar 19, 2025
  • Joint account sold TPH shares $1K–$15K Traded Mar 19, 2025
  • Joint account bought V shares $1K–$15K Traded Mar 3, 2025
  • Joint account bought V shares $1K–$15K Traded Mar 5, 2025
  • Joint account bought V shares $1K–$15K Traded Mar 24, 2025
  • Joint account bought WMT shares $1K–$15K Traded Mar 11, 2025
  • Joint account bought WMT shares $1K–$15K Traded Mar 17, 2025

Filed Mar 6, 2025 Original Filing

  • Joint account bought ABT shares $1K–$15K Traded Feb 13, 2025
  • Joint account bought BABA shares $1K–$15K Traded Feb 12, 2025
  • Joint account sold ABEV shares $1K–$15K Traded Feb 7, 2025
  • Joint account sold some ABEV shares $1K–$15K Traded Feb 6, 2025
  • Joint account sold some AAPL shares $1K–$15K Traded Feb 3, 2025
  • Joint account sold some AAPL shares $1K–$15K Traded Feb 24, 2025
  • Joint account sold some AAPL shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some BRK.B shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some BX shares $1K–$15K Traded Feb 27, 2025
  • Joint account sold some BX shares $1K–$15K Traded Feb 26, 2025
  • Joint account sold XYZ shares $1K–$15K Traded Feb 27, 2025
  • Joint account bought XYZ shares $1K–$15K Traded Feb 3, 2025
  • Joint account bought AVGO shares $1K–$15K Traded Feb 6, 2025
  • Joint account sold some SCHW shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some CSCO shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some DHI shares $1K–$15K Traded Feb 13, 2025
  • Joint account sold some DASTY shares $1K–$15K Traded Feb 21, 2025
  • Joint account bought DSCSY shares $1K–$15K Traded Feb 10, 2025
  • Joint account bought DSCSY shares $1K–$15K Traded Feb 7, 2025
  • Joint account sold some XNGSY shares $1K–$15K Traded Feb 7, 2025
  • Joint account sold some XNGSY shares $1K–$15K Traded Feb 10, 2025
  • Joint account sold some LLY shares $1K–$15K Traded Feb 19, 2025
  • Joint account bought FI shares $1K–$15K Traded Feb 26, 2025
  • Joint account bought FI shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some GS shares $1K–$15K Traded Feb 28, 2025
  • Joint account sold some HD shares $1K–$15K Traded Feb 24, 2025
  • Joint account sold ICFI shares $1K–$15K Traded Feb 19, 2025
  • Joint account sold some IFNNY shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some KKR shares $1K–$15K Traded Feb 27, 2025
  • Joint account sold some KKR shares $1K–$15K Traded Feb 26, 2025
  • Joint account sold some MSFT shares $1K–$15K Traded Feb 24, 2025
  • Joint account sold some MSFT shares $1K–$15K Traded Feb 21, 2025
  • Joint account bought MSFT options $1M–$5M Traded Feb 14, 2025. Call options; Strike price $240; Expires 12/19/2025
  • Joint account bought MSFT options $500K–$1M Traded Feb 14, 2025. Call options; Strike price $240; Expires 12/19/2025
  • Joint account bought MSFT options $1M–$5M Traded Feb 14, 2025. Call options; Strike price $235; Expires 1/16/2026
  • Joint account bought MSFT options $1M–$5M Traded Feb 14, 2025. Call options; Strike price $230; Expires 1/16/2026
  • Joint account sold MSFT options $500K–$1M Traded Feb 14, 2025. Call options; Strike price $325; Expires 6/18/2026
  • Joint account sold MSFT options $250K–$500K Traded Feb 14, 2025. Call options; Strike price $325; Expires 6/18/2026
  • Joint account sold MSFT options $1M–$5M Traded Feb 14, 2025. Call options; Strike price $320; Expires 6/18/2026
  • Joint account sold some MSFT shares $1M–$5M Traded Feb 14, 2025
  • Joint account sold some NTDOY shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold FNA shares $1K–$15K Traded Feb 27, 2025
  • Joint account sold some PAYX shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some PYPL shares $1K–$15K Traded Feb 13, 2025
  • Joint account sold some PYPL shares $1K–$15K Traded Feb 6, 2025
  • Joint account bought SHOP shares $1K–$15K Traded Feb 12, 2025
  • Joint account bought SHOP shares $1K–$15K Traded Feb 3, 2025
  • Joint account bought SNOW shares $1K–$15K Traded Feb 21, 2025
  • Joint account sold some SPOT shares $1K–$15K Traded Feb 21, 2025
  • Joint account bought SBUX shares $1K–$15K Traded Feb 3, 2025
  • Joint account bought TSLA shares $1K–$15K Traded Feb 5, 2025
  • Joint account sold some TSLA shares $1K–$15K Traded Feb 14, 2025
  • Joint account sold some TSLA shares $1K–$15K Traded Feb 13, 2025
  • Joint account sold some TDG shares $1K–$15K Traded Feb 4, 2025
  • Joint account bought TWLO shares $1K–$15K Traded Feb 6, 2025
  • Joint account bought UNP shares $1K–$15K Traded Feb 3, 2025
  • Joint account sold VRT shares $1K–$15K Traded Feb 25, 2025
  • Joint account bought V shares $1K–$15K Traded Feb 28, 2025
  • Joint account bought V shares $1K–$15K Traded Feb 13, 2025
  • Joint account bought WMT shares $1K–$15K Traded Feb 3, 2025

Filed Feb 10, 2025 Original Filing

  • Joint account bought MMM shares $1K–$15K Traded Jan 30, 2025
  • Joint account bought MMM shares $1K–$15K Traded Jan 21, 2025
  • Joint account bought ABT shares $1K–$15K Traded Jan 29, 2025
  • Joint account bought ABT shares $1K–$15K Traded Jan 28, 2025
  • Joint account bought BABA shares $1K–$15K Traded Jan 31, 2025
  • Joint account bought BABA shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some GOOG shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought ABEV shares $1K–$15K Traded Jan 27, 2025
  • Joint account sold some ANET shares $1K–$15K Traded Jan 31, 2025
  • Joint account sold some ANET shares $1K–$15K Traded Jan 28, 2025
  • Joint account bought BRK.B shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some AVGO shares $1K–$15K Traded Jan 28, 2025
  • Joint account sold some AVGO shares $1K–$15K Traded Jan 29, 2025
  • Joint account bought CDRE shares $1K–$15K Traded Jan 27, 2025
  • Joint account bought KO shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought KO shares $1K–$15K Traded Jan 21, 2025
  • Joint account bought CLPBY shares $1K–$15K Traded Jan 27, 2025
  • Joint account bought GLW shares $1K–$15K Traded Jan 30, 2025
  • Joint account bought GLW shares $1K–$15K Traded Jan 27, 2025
  • Joint account bought DHI shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought D shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some ETN shares $1K–$15K Traded Jan 29, 2025
  • Joint account sold some ETN shares $1K–$15K Traded Jan 23, 2025
  • Joint account sold some LLY shares $1K–$15K Traded Jan 8, 2025
  • Joint account sold some FICO shares $1K–$15K Traded Jan 27, 2025
  • Joint account bought GMAB shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought GBOOY shares $1K–$15K Traded Jan 27, 2025
  • Joint account sold some ICFI shares $1K–$15K Traded Jan 31, 2025
  • Joint account sold some INTA shares $1K–$15K Traded Jan 17, 2025
  • Joint account sold some ITCI shares $1K–$15K Traded Jan 24, 2025
  • Joint account sold some ISRG shares $1K–$15K Traded Jan 21, 2025
  • Joint account sold some ISRG shares $1K–$15K Traded Jan 29, 2025
  • Joint account sold some ISRG shares $1K–$15K Traded Jan 10, 2025
  • Joint account bought JNJ shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought JNJ shares $1K–$15K Traded Jan 24, 2025
  • Joint account bought JNJ shares $1K–$15K Traded Jan 21, 2025
  • Joint account bought MA shares $1K–$15K Traded Jan 30, 2025
  • Joint account bought MA shares $1K–$15K Traded Jan 31, 2025
  • Joint account sold some MA shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some MELI shares $1K–$15K Traded Jan 27, 2025
  • Joint account sold MRK shares $15K–$50K Traded Jan 27, 2025
  • Joint account sold some META shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some MSFT shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some MSFT shares $1K–$15K Traded Jan 21, 2025
  • Joint account sold some MSFT shares $1K–$15K Traded Jan 31, 2025
  • Joint account bought NSRGY shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some NFLX shares $1K–$15K Traded Jan 22, 2025
  • Joint account sold some NVDA shares $1K–$15K Traded Jan 29, 2025
  • Joint account sold some NVDA shares $1K–$15K Traded Jan 28, 2025
  • Joint account sold some NVDA shares $1K–$15K Traded Jan 17, 2025
  • Joint account sold some NVDA shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some ORCL shares $1K–$15K Traded Jan 28, 2025
  • Joint account sold some ORCL shares $1K–$15K Traded Jan 22, 2025
  • Joint account sold some ORCL shares $1K–$15K Traded Jan 21, 2025
  • Joint account sold some PANW shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought PAR shares $1K–$15K Traded Jan 17, 2025
  • Joint account bought TLK shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some PWR shares $1K–$15K Traded Jan 29, 2025
  • Joint account sold some PWR shares $1K–$15K Traded Jan 21, 2025
  • Joint account sold REGN shares $1K–$15K Traded Jan 24, 2025
  • Joint account bought CRM shares $1K–$15K Traded Jan 29, 2025
  • Joint account bought SHEL shares $1K–$15K Traded Jan 16, 2025
  • Joint account sold some TSM shares $1K–$15K Traded Jan 28, 2025
  • Joint account bought TEL shares $1K–$15K Traded Jan 23, 2025
  • Joint account bought TSLA shares $1K–$15K Traded Jan 28, 2025
  • Joint account bought TSLA shares $1K–$15K Traded Jan 31, 2025
  • Joint account bought TSLA shares $1K–$15K Traded Jan 30, 2025
  • Joint account sold some TT shares $1K–$15K Traded Jan 30, 2025
  • Joint account sold some TT shares $1K–$15K Traded Jan 23, 2025
  • Joint account sold some TDG shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought TWLO shares $1K–$15K Traded Jan 31, 2025
  • Joint account sold some UBER shares $1K–$15K Traded Jan 23, 2025
  • Joint account sold some UBER shares $1K–$15K Traded Jan 29, 2025
  • Joint account bought UNICY shares $1K–$15K Traded Jan 16, 2025
  • Joint account bought UNP shares $1K–$15K Traded Jan 29, 2025
  • Joint account bought V shares $1K–$15K Traded Jan 28, 2025
  • Joint account bought V shares $1K–$15K Traded Jan 30, 2025
  • Joint account bought V shares $1K–$15K Traded Jan 31, 2025
  • Joint account bought V shares $1K–$15K Traded Jan 23, 2025
  • Joint account bought V shares $1K–$15K Traded Jan 24, 2025
  • Joint account bought WMT shares $1K–$15K Traded Jan 22, 2025

Filed Jan 14, 2025 Original Filing

  • Joint account sold BABA shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold some ABEV shares $1K–$15K Traded Dec 27, 2024
  • Joint account bought AAPL shares $1K–$15K Traded Dec 19, 2024
  • Joint account bought SQ shares $1K–$15K Traded Dec 30, 2024
  • Joint account sold CDRE shares $1K–$15K Traded Dec 27, 2024
  • Joint account bought CDRE shares $1K–$15K Traded Dec 6, 2024
  • Joint account sold KO shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold CLPBY shares $1K–$15K Traded Dec 27, 2024
  • Joint account sold some DHI shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold some D shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold some ETN shares $1K–$15K Traded Dec 11, 2024
  • Joint account sold some LLY shares $1K–$15K Traded Dec 10, 2024
  • Joint account sold some LLY shares $1K–$15K Traded Dec 9, 2024
  • Joint account sold some LLY shares $1K–$15K Traded Dec 11, 2024
  • Joint account sold some LLY shares $1K–$15K Traded Dec 13, 2024
  • Joint account sold some LLY shares $1K–$15K Traded Dec 12, 2024
  • Joint account sold some LLY shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold some LLY shares $1K–$15K Traded Dec 18, 2024
  • Joint account sold GMAB shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold some GBCI shares $1K–$15K Traded Dec 6, 2024
  • Joint account bought GS shares $1K–$15K Traded Dec 30, 2024
  • Joint account sold GBOOY shares $1K–$15K Traded Dec 27, 2024
  • Joint account sold some ISRG shares $1K–$15K Traded Dec 23, 2024
  • Joint account bought JNJ shares $1K–$15K Traded Dec 12, 2024
  • Joint account sold MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $240; Expires 12/19/2025
  • Joint account sold MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $235; Expires 1/16/2026
  • Joint account sold MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $230; Expires 1/16/2026
  • Joint account sold MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $230; Expires 1/16/2026
  • Joint account bought MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $230; Expires 12/19/2025
  • Joint account bought MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $225; Expires 12/19/2025
  • Joint account bought MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $240; Expires 9/19/2025
  • Joint account bought MSFT options $1M–$5M Traded Dec 20, 2024. Call options; Strike price $230; Expires 9/19/2025
  • Joint account sold some NSRGY shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold some NVDA shares $1K–$15K Traded Dec 19, 2024
  • Joint account sold some ORCL shares $1K–$15K Traded Dec 18, 2024
  • Joint account sold some PRIM shares $1K–$15K Traded Dec 6, 2024
  • Joint account sold PGNY shares $1K–$15K Traded Dec 6, 2024
  • Joint account sold TLK shares $1K–$15K Traded Dec 16, 2024
  • Joint account bought CRM shares $1K–$15K Traded Dec 13, 2024
  • Joint account sold some SHEL shares $1K–$15K Traded Dec 16, 2024
  • Joint account sold some SPXC shares $1K–$15K Traded Dec 6, 2024
  • Joint account sold some SNPS shares $1K–$15K Traded Dec 9, 2024
  • Joint account bought TSLA shares $1K–$15K Traded Dec 3, 2024
  • Joint account sold some TXRH shares $1K–$15K Traded Dec 6, 2024
  • Joint account bought THR shares $1K–$15K Traded Dec 6, 2024
  • Joint account sold some TT shares $1K–$15K Traded Dec 23, 2024
  • Joint account sold some TT shares $1K–$15K Traded Dec 5, 2024
  • Joint account sold some UBER shares $1K–$15K Traded Dec 9, 2024
  • Joint account sold some UBER shares $1K–$15K Traded Dec 18, 2024
  • Joint account sold UNICY shares $1K–$15K Traded Dec 16, 2024
  • Joint account bought UNP shares $1K–$15K Traded Dec 13, 2024
  • Joint account sold some GWW shares $1K–$15K Traded Dec 12, 2024
  • Joint account bought WMT shares $1K–$15K Traded Dec 18, 2024
  • Joint account bought WMT shares $1K–$15K Traded Dec 20, 2024
  • Joint account bought WMT shares $1K–$15K Traded Dec 19, 2024

How This Is Estimated

Members of Congress list what they hold once a year, as of Dec 31, on an annual financial disclosure. We start from Josh Gottheimer's 2025 report (filed Aug 10, 2026) and apply every trade reported since: new buys add a position, full sales remove it, and exercised options move from options to shares.

Returns are price moves, not Josh Gottheimer's actual profit: positions from before Dec 31, 2025 are measured from that day's close, new ones from the close on the day of the first buy and on the day it was disclosed. The dollar gain multiplies each buy's reported amount range by its price move. For options we show the stock's move; we don't have options prices, so there's no dollar figure. Dividends aren't included.

Weights are approximate. Each reported range is turned into one number using its geometric midpoint (√(low × high), so $5M–$25M counts as about $11.2M) because the ranges grow by multiples and the plain midpoint leans toward the top. Year-end holdings are then moved by their price change since Dec 31, 2025, and each trade since adds or subtracts its own midpoint. Options aren't weighted, since their value doesn't track the stock's.

It's an estimate, not a brokerage statement. Values are the ranges filed for Dec 31, 2025, not today's prices; trades are reported up to 45 days late; and a partial sale doesn't say how much is left. Options past their expiry date are left out. 35 other assets (real estate, private partnerships, bank accounts) aren't listed.

Based on public financial disclosures filed under the STOCK Act. GetMarketAlerts isn't affiliated with Josh Gottheimer or Congress. Information only, not financial advice.