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Official portrait of Josh Gottheimer
Official portrait · Office of the Clerk
Member of the House

Josh Gottheimer

DemocratNJ-5· New JerseyDemocrat
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Committees

  • Committee on Financial Services
  • Permanent Select Committee on Intelligence
Reports on file
21
Trades read
560
Buys
189
Sells
371
Declared in 2026
$3.8M to $9.1M

“Declared in 2026” is the sum of the ranges declared on 122 trades filed that year. A range, not an exact amount.

Trades

Trades filed by Josh Gottheimer560 on file · newest disclosure first
Applied Materials, Inc. - Common Stock2 wk ago · JointBUYAMAT$1,001 to $15,00039 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Applied Materials, Inc.

AMATApplied Materials, Inc. - Common Stock[ST]
Owner
Joint
Traded
Aug 6, 2026
Disclosed
Sep 14, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 39 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Microsoft Corporation - Common Stock2 wk ago · JointBUYMSFTOptionsOn chain$250,001 to $500,000▲ +2.2%since filedCopy
BUY

Josh Gottheimer (joint account) bought $250,001 to $500,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]

MSFT token since disclosure:up 2.2%$505.17 at the Sep 14 close to $516.32 now

Owner
Joint
Traded
Aug 14, 2026
Disclosed
Sep 14, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 31 days after the trade. That is legal.

Filer's description: Call options; Strike price $340; Expires 10/16/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20035455Share this trade

They bought options. You can buy the stock.
Microsoft Corporation - Common Stock2 wk ago · JointBUYMSFTOptionsOn chain$500,001 to $1,000,000▲ +2.2%since filedCopy
BUY

Josh Gottheimer (joint account) bought $500,001 to $1,000,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]

MSFT token since disclosure:up 2.2%$505.17 at the Sep 14 close to $516.32 now

Owner
Joint
Traded
Aug 14, 2026
Disclosed
Sep 14, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 31 days after the trade. That is legal.

Filer's description: Call options; Strike price $330; Expires 10/16/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20035455Share this trade

They bought options. You can buy the stock.
Microsoft Corporation - Common Stock2 wk ago · JointSELLMSFTOptions$250,001 to $500,000▲ +2.2%since filed
SELL

Josh Gottheimer (joint account) sold $250,001 to $500,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]

MSFT token since disclosure:up 2.2%$505.17 at the Sep 14 close to $516.32 now

Owner
Joint
Traded
Aug 14, 2026
Disclosed
Sep 14, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 31 days after the trade. That is legal.

Filer's description: Call options; Strike price $340; Expires 12/18/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Microsoft Corporation - Common Stock2 wk ago · JointSELLMSFTOptions$500,001 to $1,000,000▲ +2.2%since filed
SELL

Josh Gottheimer (joint account) sold $500,001 to $1,000,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]

MSFT token since disclosure:up 2.2%$505.17 at the Sep 14 close to $516.32 now

Owner
Joint
Traded
Aug 14, 2026
Disclosed
Sep 14, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 31 days after the trade. That is legal.

Filer's description: Call options; Strike price $335; Expires 12/18/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Republic Services, Inc. Common Stock2 wk ago · JointBUYRSG$1,001 to $15,00039 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Republic Services, Inc.

RSGRepublic Services, Inc. Common Stock[ST]
Owner
Joint
Traded
Aug 6, 2026
Disclosed
Sep 14, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 39 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Restaurant Brands International Inc. Common Shares2 wk ago · JointBUYQSR$1,001 to $15,00039 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Restaurant Brands International Inc.

QSRRestaurant Brands International Inc. Common Shares[ST]
Owner
Joint
Traded
Aug 6, 2026
Disclosed
Sep 14, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 39 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock7 wk ago · JointBUYGOOGM$1,001 to $15,00017 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Alphabet Inc.

GOOGMAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock[ST]
Owner
Joint
Traded
Jul 24, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 17 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock7 wk ago · JointBUYGOOGN$1,001 to $15,00018 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Alphabet Inc.

GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock[ST]
Owner
Joint
Traded
Jul 23, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 18 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock7 wk ago · JointBUYGOOGN$1,001 to $15,00017 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Alphabet Inc.

GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock[ST]
Owner
Joint
Traded
Jul 24, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 17 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Chart Industries, Inc.7 wk ago · JointSELLGTLS$1,001 to $15,00024 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Chart Industries, Inc.

GTLSChart Industries, Inc.[ST]
Owner
Joint
Traded
Jul 17, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 24 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

CrowdStrike Holdings, Inc. - Class A Common Stock7 wk ago · JointBUYCRWD$1,001 to $15,00026 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of CrowdStrike Holdings, Inc.

CRWDCrowdStrike Holdings, Inc. - Class A Common Stock[ST]
Owner
Joint
Traded
Jul 15, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 26 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Crown Castle Inc. Common Stock7 wk ago · JointSELLCCI$1,001 to $15,00018 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Crown Castle Inc.

CCICrown Castle Inc. Common Stock[ST]
Owner
Joint
Traded
Jul 23, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 18 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Fabrinet Ordinary Shares7 wk ago · JointSELLFN$1,001 to $15,00027 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Fabrinet.

FNFabrinet Ordinary Shares[ST]
Owner
Joint
Traded
Jul 14, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 27 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

International Business Machines Corporation Common Stock7 wk ago · JointSELLIBM$1,001 to $15,00026 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of International Business Machines Corporation, a partial sale.

IBMInternational Business Machines Corporation Common Stock[ST]
Owner
Joint
Traded
Jul 15, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 26 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

International Business Machines Corporation Common Stock7 wk ago · JointSELLIBM$1,001 to $15,00025 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of International Business Machines Corporation.

IBMInternational Business Machines Corporation Common Stock[ST]
Owner
Joint
Traded
Jul 16, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 25 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Monster Beverage Corporation - Common Stock7 wk ago · JointBUYMNST$1,001 to $15,00024 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Monster Beverage Corporation.

MNSTMonster Beverage Corporation - Common Stock[ST]
Owner
Joint
Traded
Jul 17, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 24 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

NICE Ltd - American Depositary Shares each representing one Ordinary Share7 wk ago · JointBUYNICE$1,001 to $15,00021 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of NICE Ltd.

NICENICE Ltd - American Depositary Shares each representing one Ordinary Share[ST]
Owner
Joint
Traded
Jul 20, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 21 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Palo Alto Networks, Inc.7 wk ago · JointBUYPANW$1,001 to $15,00025 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Palo Alto Networks, Inc.

PANWPalo Alto Networks, Inc.[ST]
Owner
Joint
Traded
Jul 16, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 25 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

SailPoint Technologies Holdings, Inc.7 wk ago · JointBUYSAIL$1,001 to $15,00021 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of SailPoint Technologies Holdings, Inc.

SAILSailPoint Technologies Holdings, Inc.[ST]
Owner
Joint
Traded
Jul 20, 2026
Disclosed
Aug 10, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 21 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Agree Realty Corporation Common Stock3 mo ago · JointSELLADC$1,001 to $15,00036 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Agree Realty Corporation.

ADCAgree Realty Corporation Common Stock[ST]
Owner
Joint
Traded
Jun 1, 2026
Disclosed
Jul 7, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share3 mo ago · JointSELLBABA$1,001 to $15,00036 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Alibaba Group Holding Limited.

BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share[ST]
Owner
Joint
Traded
Jun 1, 2026
Disclosed
Jul 7, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Booking Holdings Inc. - Common Stock3 mo ago · JointSELLBKNG$1,001 to $15,00036 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Booking Holdings Inc.

BKNGBooking Holdings Inc. - Common Stock[ST]
Owner
Joint
Traded
Jun 1, 2026
Disclosed
Jul 7, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Insmed Incorporated - Common Stock3 mo ago · JointSELLINSM$1,001 to $15,00027 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Insmed Incorporated, a partial sale.

INSMInsmed Incorporated - Common Stock[ST]
Owner
Joint
Traded
Jun 10, 2026
Disclosed
Jul 7, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 27 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

NESTLE S.A S/ADR3 mo ago · JointSELLNSRGY$1,001 to $15,00036 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of NESTLE S.A S/ADR, a partial sale.

NSRGYNESTLE S.A S/ADR[ST]
Owner
Joint
Traded
Jun 1, 2026
Disclosed
Jul 7, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Nintendo Co Ltd ADR3 mo ago · JointSELLNTDOY$1,001 to $15,00020 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Nintendo Co Ltd, a partial sale.

NTDOYNintendo Co Ltd ADR[ST]
Owner
Joint
Traded
Jun 17, 2026
Disclosed
Jul 7, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 20 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

NOVONESIS B UNSP/ADR3 mo ago · JointSELLNVZMY$1,001 to $15,00036 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of NOVONESIS B UNSP/ADR.

NVZMYNOVONESIS B UNSP/ADR[ST]
Owner
Joint
Traded
Jun 1, 2026
Disclosed
Jul 7, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 36 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Abbott Laboratories Common Stock4 mo ago · JointSELLABT$1,001 to $15,0007 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Abbott Laboratories, a partial sale.

ABTAbbott Laboratories Common Stock[ST]
Owner
Joint
Traded
May 27, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 7 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

AbbVie Inc. Common Stock4 mo ago · JointSELLABBV$1,001 to $15,00029 dto disclose
SELL

Josh Gottheimer (joint account) sold $1,001 to $15,000 of AbbVie Inc.

ABBVAbbVie Inc. Common Stock[ST]
Owner
Joint
Traded
May 5, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 29 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Advanced Micro Devices, Inc.4 mo ago · JointBUYAMDOn chain$1,001 to $15,00029 dto discloseCopy
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Advanced Micro Devices, Inc.

AMDAdvanced Micro Devices, Inc.[ST]
Owner
Joint
Traded
May 5, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 29 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Analog Devices, Inc. - Common Stock4 mo ago · JointBUYADI$1,001 to $15,00015 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Analog Devices, Inc.

ADIAnalog Devices, Inc. - Common Stock[ST]
Owner
Joint
Traded
May 19, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 15 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Berkshire Hathaway Inc. New Common Stock4 mo ago · JointSELLBRK.B$1,001 to $15,00030 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Berkshire Hathaway Inc., a partial sale.

BRK.BBerkshire Hathaway Inc. New Common Stock[ST]
Owner
Joint
Traded
May 4, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 30 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Berkshire Hathaway Inc. New Common Stock4 mo ago · JointSELLBRK.B$1,001 to $15,00030 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Berkshire Hathaway Inc., a partial sale.

BRK.BBerkshire Hathaway Inc. New Common Stock[ST]
Owner
Joint
Traded
May 4, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 30 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Fabrinet Ordinary Shares4 mo ago · JointBUYFN$1,001 to $15,00033 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Fabrinet.

FNFabrinet Ordinary Shares[ST]
Owner
Joint
Traded
May 1, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 33 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Intuit Inc. - Common Stock4 mo ago · JointSELLINTU$1,001 to $15,00012 dto disclose
SELL (PARTIAL)

Josh Gottheimer (joint account) sold $1,001 to $15,000 of Intuit Inc., a partial sale.

INTUIntuit Inc. - Common Stock[ST]
Owner
Joint
Traded
May 22, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 12 days after the trade. That is legal.

Filer's description: 5/26/26 full sale less than $1,000

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Lumentum Holdings Inc. - Common Stock4 mo ago · JointBUYLITE$1,001 to $15,00012 dto disclose
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Lumentum Holdings Inc.

LITELumentum Holdings Inc. - Common Stock[ST]
Owner
Joint
Traded
May 22, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 12 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Micron Technology, Inc. - Common Stock4 mo ago · JointBUYMUOn chain$1,001 to $15,00013 dto discloseCopy
BUY

Josh Gottheimer (joint account) bought $1,001 to $15,000 of Micron Technology, Inc.

MUMicron Technology, Inc. - Common Stock[ST]
Owner
Joint
Traded
May 21, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Select UMA Account # 1

Disclosed 13 days after the trade. That is legal.

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Microsoft Corporation - Common Stock4 mo ago · JointSELLMSFTOptions$250,001 to $500,00015 dto disclose
SELL

Josh Gottheimer (joint account) sold $250,001 to $500,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]
Owner
Joint
Traded
May 19, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 15 days after the trade. That is legal.

Filer's description: Call options; Strike price $340; Expires 10/16/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Microsoft Corporation - Common Stock4 mo ago · JointSELLMSFTOptions$500,001 to $1,000,00015 dto disclose
SELL

Josh Gottheimer (joint account) sold $500,001 to $1,000,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]
Owner
Joint
Traded
May 19, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 15 days after the trade. That is legal.

Filer's description: Call options; Strike price $330; Expires 10/16/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Microsoft Corporation - Common Stock4 mo ago · JointBUYMSFTOptionsOn chain$250,001 to $500,00015 dto discloseCopy
BUY

Josh Gottheimer (joint account) bought $250,001 to $500,000 of Microsoft Corporation options.

MSFTMicrosoft Corporation - Common Stock[OP]
Owner
Joint
Traded
May 19, 2026
Disclosed
Jun 3, 2026
Account
Morgan Stanley - Portfolio Management Active Assets Account

Disclosed 15 days after the trade. That is legal.

Filer's description: Call options; Strike price $325; Expires 06/18/2026

Sits on: Committee on Financial Services, Permanent Select Committee on Intelligence

Source PDF, filing 20034693Share this trade

They bought options. You can buy the stock.

Overview

Trades by month of the trade
  • Buys
  • Sells
118
Show as a table
MonthBuysSells
Sep 202400
Oct 202400
Nov 202400
Dec 20241639
Jan 20254140
Feb 20252238
Mar 20251433
Apr 202514104
May 2025168
Jun 2025612
Jul 202507
Aug 202514
Sep 202564
Oct 202522
Nov 202517
Dec 202509
Jan 202624
Feb 202697
Mar 2026612
Apr 2026917
May 20261010
Jun 202607
Jul 202685
Aug 202652

Whose account

  • Joint560 trades · 100%

As declared in the Owner column of each report.

Source reports: 21 PDFs at the Clerk
Reports on file21 reports · latest first
  • Filed Sep 14, 2026 · #20035455Read, 7 tradesPDF
  • Filed Aug 10, 2026 · #20035186Read, 13 tradesPDF
  • Filed Jul 7, 2026 · #20034938Read, 7 tradesPDF
  • Filed Jun 3, 2026 · #20034693Read, 20 tradesPDF
  • Filed May 19, 2026 · #20034585Read, 26 tradesPDF
  • Filed Apr 8, 2026 · #20034305Read, 18 tradesPDF
  • Filed Mar 16, 2026 · #20034130Read, 16 tradesPDF
  • Filed Feb 26, 2026 · #20033930Read, 6 tradesPDF
  • Filed Jan 14, 2026 · #20033756Read, 9 tradesPDF
  • Filed Dec 29, 2025 · #20033576Read, 8 tradesPDF
  • Filed Nov 17, 2025 · #20033398Read, 4 tradesPDF
  • Filed Oct 15, 2025 · #20032246Read, 10 tradesPDF
  • Filed Sep 5, 2025 · #20031032Read, 5 tradesPDF
  • Filed Aug 11, 2025 · #20030848Read, 7 tradesPDF
  • Filed Jul 16, 2025 · #20030621Read, 18 tradesPDF
  • Filed Jun 11, 2025 · #20030462Read, 24 tradesPDF
  • Filed May 14, 2025 · #20030338Read, 118 tradesPDF
  • Filed Apr 10, 2025 · #20029083Read, 48 tradesPDF
  • Filed Mar 6, 2025 · #20027901Read, 60 tradesPDF
  • Filed Feb 10, 2025 · #20026732Read, 81 tradesPDF
  • Filed Jan 14, 2025 · #20026533Read, 55 tradesPDF

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