Josh Gottheimer
NJ-5 Democrat
Disclosed: 2023-04-21
View PTR Filing
90d Post-Disclosure Performance
90d Post-Disclosure Performance
Highlighted trade is currently selected
Asset Transaction Type Transaction Date Volume Page PD Return 90d (%)
Abbvie Inc
ABBV Healthcare
SELL 2023-03-24 1K–15K 1 11.48
Alphabet Inc
GOOGL Communication Services
SELL 2023-03-23 1K–15K 1 -13.08
Alphabet Inc
GOOGL Communication Services
SELL 2023-03-16 1K–15K 1 -13.08
Ameris Bancorp
ABCB Financial
SELL 2023-03-14 1K–15K 1 -17.52
Alphabet Inc
GOOGL Communication Services
SELL 2023-03-06 1K–15K 1 -13.08
Abbvie Inc
ABBV Healthcare
BUY 2023-03-06 1K–15K 1 -11.48
Align Technology, Inc
ALGN Healthcare
BUY 2023-03-06 1K–15K 1 -6.8
AMGEN Inc
AMGN Healthcare
SELL 2023-03-27 1K–15K 2 3.45
Blackstone Inc
BX Financial
BUY 2023-03-22 1K–15K 2 21.29
Charles Schwab Corp
SCHW Financial
SELL 2023-03-14 1K–15K 2 -26.94
Appfolio Inc
APPF Technology
BUY 2023-03-14 1K–15K 2 40.75
Apple Inc
AAPL Technology
SELL 2023-03-06 1K–15K 2 -17.2
AMGEN Inc
AMGN Healthcare
SELL 2023-03-06 1K–15K 2 3.45
Coca-Cola Co
KO Consumer Defensive
SELL 2023-03-06 1K–15K 2 1.86
Charles Schwab Corp
SCHW Financial
SELL 2023-03-06 1K–15K 2 -26.94
ASML Holding NV
ASML Technology
BUY 2023-03-06 1K–15K 2 6.87
Haleon plc ADR
HLN Healthcare
BUY 2023-03-31 1K–15K 3 -2.13
Deere & Co
DE Industrials
SELL 2023-03-24 1K–15K 3 -14.04
Fidelity National Information Services, Inc
FIS Technology
SELL 2023-03-16 15K–50K 3 -9.74
Crown Castle Inc
CCI Real Estate
SELL 2023-03-16 1K–15K 3 13.49
Conoco Phillips
COP Energy
SELL 2023-03-16 1K–15K 3 -10.43
Lilly(Eli) & Co
LLY Healthcare
SELL 2023-03-06 1K–15K 3 -20.71
Conoco Phillips
COP Energy
SELL 2023-03-06 1K–15K 3 -10.43
Lowe's Cos., Inc
LOW Consumer Cyclical
SELL 2023-03-06 1K–15K 3 -10.01
Moderna Inc
MRNA Healthcare
BUY 2023-03-31 1K–15K 4 -11.42
Microsoft Corporation
MSFT Technology
BUY 2023-03-31 1K–15K 4 21.65
Microsoft Corporation
MSFT Technology
BUY 2023-03-24 1K–15K 4 21.65
PayPal Holdings Inc
PYPL Financial
SELL 2023-03-16 1K–15K 4 1.56
MercadoLibre Inc
MELI Consumer Cyclical
BUY 2023-03-15 1K–15K 4 -6.52
Netflix Inc
NFLX Communication Services
BUY 2023-03-06 1K–15K 4 33.37
NVIDIA Corp
NVDA Technology
BUY 2023-03-06 1K–15K 4 67.87
MercadoLibre Inc
MELI Consumer Cyclical
BUY 2023-03-06 1K–15K 4 -6.52
Mckesson Corporation
MCK Healthcare
SELL 2023-03-06 1K–15K 4 -16.53
Morgan Stanley
MS Financial
BUY 2023-03-06 1K–15K 4 3.83
Seacoast Banking Corp. Of Florida
SBCF Financial
SELL 2023-03-29 1K–15K 5 -15.34
Rockwell Automation Inc
ROK Industrials
SELL 2023-03-27 1K–15K 5 -24.9
Tesla Inc
TSLA Consumer Cyclical
SELL 2023-03-24 1K–15K 5 -59.26
Veritex Holdings Inc
VBTX Financial
SELL 2023-03-16 1K–15K 5 -12.67
WF Holding Ltd
WFF Industrials
SELL 2023-03-16 1K–15K 5
Veritex Holdings Inc
VBTX Financial
SELL 2023-03-14 1K–15K 5 -12.67
SB Financial Group Inc
SBFG Financial
SELL 2023-03-09 1K–15K 5 3.03
Taiwan Semiconductor Manufacturing ADR
TSM Technology
BUY 2023-03-09 1K–15K 5 15.12
Sarepta Therapeutics Inc
SRPT Healthcare
BUY 2023-03-06 1K–15K 5 -18.1
Regeneron Pharmaceuticals, Inc
REGN Healthcare
SELL 2023-03-06 1K–15K 5 9.7
Woodside Energy Group Ltd ADR
WDS Energy
SELL 2023-03-10 1K–15K 6 -7.94
Abbvie Inc
ABBV Healthcare SELL
Volume
1K–15K
Page
1
Transaction Date
2023-03-24
90d Return
11.48%
Alphabet Inc
GOOGL Communication Services SELL
Volume
1K–15K
Page
1
Transaction Date
2023-03-23
90d Return
-13.08%
Alphabet Inc
GOOGL Communication Services SELL
Volume
1K–15K
Page
1
Transaction Date
2023-03-16
90d Return
-13.08%
Ameris Bancorp
ABCB Financial SELL
Volume
1K–15K
Page
1
Transaction Date
2023-03-14
90d Return
-17.52%
Alphabet Inc
GOOGL Communication Services SELL
Volume
1K–15K
Page
1
Transaction Date
2023-03-06
90d Return
-13.08%
Abbvie Inc
ABBV Healthcare BUY
Volume
1K–15K
Page
1
Transaction Date
2023-03-06
90d Return
-11.48%
Align Technology, Inc
ALGN Healthcare BUY
Volume
1K–15K
Page
1
Transaction Date
2023-03-06
90d Return
-6.8%
AMGEN Inc
AMGN Healthcare SELL
Volume
1K–15K
Page
2
Transaction Date
2023-03-27
90d Return
3.45%
Blackstone Inc
BX Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2023-03-22
90d Return
21.29%
Charles Schwab Corp
SCHW Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2023-03-14
90d Return
-26.94%
Appfolio Inc
APPF Technology BUY
Volume
1K–15K
Page
2
Transaction Date
2023-03-14
90d Return
40.75%
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2023-03-06
90d Return
-17.2%
AMGEN Inc
AMGN Healthcare SELL
Volume
1K–15K
Page
2
Transaction Date
2023-03-06
90d Return
3.45%
Coca-Cola Co
KO Consumer Defensive SELL
Volume
1K–15K
Page
2
Transaction Date
2023-03-06
90d Return
1.86%
Charles Schwab Corp
SCHW Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2023-03-06
90d Return
-26.94%
ASML Holding NV
ASML Technology BUY
Volume
1K–15K
Page
2
Transaction Date
2023-03-06
90d Return
6.87%
Haleon plc ADR
HLN Healthcare BUY
Volume
1K–15K
Page
3
Transaction Date
2023-03-31
90d Return
-2.13%
Deere & Co
DE Industrials SELL
Volume
1K–15K
Page
3
Transaction Date
2023-03-24
90d Return
-14.04%
Volume
15K–50K
Page
3
Transaction Date
2023-03-16
90d Return
-9.74%
Crown Castle Inc
CCI Real Estate SELL
Volume
1K–15K
Page
3
Transaction Date
2023-03-16
90d Return
13.49%
Conoco Phillips
COP Energy SELL
Volume
1K–15K
Page
3
Transaction Date
2023-03-16
90d Return
-10.43%
Lilly(Eli) & Co
LLY Healthcare SELL
Volume
1K–15K
Page
3
Transaction Date
2023-03-06
90d Return
-20.71%
Conoco Phillips
COP Energy SELL
Volume
1K–15K
Page
3
Transaction Date
2023-03-06
90d Return
-10.43%
Lowe's Cos., Inc
LOW Consumer Cyclical SELL
Volume
1K–15K
Page
3
Transaction Date
2023-03-06
90d Return
-10.01%
Moderna Inc
MRNA Healthcare BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-31
90d Return
-11.42%
Microsoft Corporation
MSFT Technology BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-31
90d Return
21.65%
Microsoft Corporation
MSFT Technology BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-24
90d Return
21.65%
PayPal Holdings Inc
PYPL Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2023-03-16
90d Return
1.56%
MercadoLibre Inc
MELI Consumer Cyclical BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-15
90d Return
-6.52%
Netflix Inc
NFLX Communication Services BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-06
90d Return
33.37%
NVIDIA Corp
NVDA Technology BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-06
90d Return
67.87%
MercadoLibre Inc
MELI Consumer Cyclical BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-06
90d Return
-6.52%
Mckesson Corporation
MCK Healthcare SELL
Volume
1K–15K
Page
4
Transaction Date
2023-03-06
90d Return
-16.53%
Morgan Stanley
MS Financial BUY
Volume
1K–15K
Page
4
Transaction Date
2023-03-06
90d Return
3.83%
Volume
1K–15K
Page
5
Transaction Date
2023-03-29
90d Return
-15.34%
Rockwell Automation Inc
ROK Industrials SELL
Volume
1K–15K
Page
5
Transaction Date
2023-03-27
90d Return
-24.9%
Tesla Inc
TSLA Consumer Cyclical SELL
Volume
1K–15K
Page
5
Transaction Date
2023-03-24
90d Return
-59.26%
Veritex Holdings Inc
VBTX Financial SELL
Volume
1K–15K
Page
5
Transaction Date
2023-03-16
90d Return
-12.67%
WF Holding Ltd
WFF Industrials SELL
Volume
1K–15K
Page
5
Transaction Date
2023-03-16
90d Return
Veritex Holdings Inc
VBTX Financial SELL
Volume
1K–15K
Page
5
Transaction Date
2023-03-14
90d Return
-12.67%
SB Financial Group Inc
SBFG Financial SELL
Volume
1K–15K
Page
5
Transaction Date
2023-03-09
90d Return
3.03%
Volume
1K–15K
Page
5
Transaction Date
2023-03-09
90d Return
15.12%
Sarepta Therapeutics Inc
SRPT Healthcare BUY
Volume
1K–15K
Page
5
Transaction Date
2023-03-06
90d Return
-18.1%
Volume
1K–15K
Page
5
Transaction Date
2023-03-06
90d Return
9.7%
Volume
1K–15K
Page
6
Transaction Date
2023-03-10
90d Return
-7.94%