Josh Gottheimer
NJ-5 Democrat
Disclosed: 2024-11-07
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 (%)
Appfolio Inc
APPF Technology
SELL 2024-10-31 1K–15K 1 -0.96
Alamo Group Inc
ALG Industrials
SELL 2024-10-25 1K–15K 1 7.6
Allegro Microsystems Inc
ALGM Technology
BUY 2024-10-17 1K–15K 1 11.06
Alphabet Inc
GOOGL Communication Services
BUY 2024-10-17 1K–15K 1 5.97
Alibaba Group Holding Ltd ADR
BABA Consumer Cyclical
BUY 2024-10-16 1K–15K 1 -0.86
Apple Inc
AAPL Technology
BUY 2024-10-02 15K–50K 1 2.31
Blackstone Inc
BX Financial
BUY 2024-10-24 1K–15K 2 -0.82
Booking Holdings Inc
BKNG Consumer Cyclical
SELL 2024-10-17 1K–15K 2 4.34
Chord Energy Corp
CHRD Energy
BUY 2024-10-17 1K–15K 2 -15.69
Berkshire Hathaway Inc
BRK-B Financial
BUY 2024-10-17 1K–15K 2 2.96
SM Energy Co
SM Energy
BUY 2024-10-17 1K–15K 2 -12.11
Lilly(Eli) & Co
LLY Healthcare
SELL 2024-10-16 1K–15K 2 -5.79
Broadcom Inc
AVGO Technology
SELL 2024-10-03 1K–15K 2 -26.54
ICU Medical, Inc
ICUI Healthcare
SELL 2024-10-31 1K–15K 3 9.54
Gates Industrial Corporation plc
GTES Industrials
BUY 2024-10-31 1K–15K 3 -2.35
ITT Inc
ITT Industrials
SELL 2024-10-31 1K–15K 3 1.34
Enerpac Tool Group Corp
EPAC Industrials
BUY 2024-10-25 1K–15K 3 -9.85
Lam Research Corp
LRCX Technology
SELL 2024-10-22 1K–15K 3 -3.75
KKR & Co. Inc
KKR Financial
SELL 2024-10-17 1K–15K 3 -2.06
Lam Research Corp
LRCX Technology
SELL 2024-10-17 1K–15K 3 -3.75
International Business Machines Corp
IBM Technology
BUY 2024-10-10 1K–15K 3 24.19
Home Depot, Inc
HD Consumer Cyclical
BUY 2024-10-03 1K–15K 3 4.15
Netflix Inc
NFLX Communication Services
SELL 2024-10-18 1K–15K 4 -26.94
NVIDIA Corp
NVDA Technology
SELL 2024-10-17 1K–15K 4 16.15
Pacific Premier Bancorp, Inc
PPBI Financial
BUY 2024-10-17 1K–15K 4 -3.73
Meta Platforms Inc
META Communication Services
SELL 2024-10-17 1K–15K 4 -19.22
MongoDB Inc
MDB Technology
SELL 2024-10-17 1K–15K 4 4.11
Manulife Financial Corp
MFC Financial
BUY 2024-10-15 1K–15K 4 -6.67
Manulife Financial Corp
MFC Financial
SELL 2024-10-04 1K–15K 4 6.67
Microsoft Corporation
MSFT Technology
SELL 2024-10-03 1K–15K 4 2.66
Microsoft Corporation
MSFT Technology
SELL 2024-10-02 15K–50K 4 2.66
Stifel Financial Corp
SF Financial
SELL 2024-10-31 1K–15K 5 0.37
PayPal Holdings Inc
PYPL Financial
BUY 2024-10-24 1K–15K 5 -2.64
Taiwan Semiconductor Manufacturing ADR
TSM Technology
SELL 2024-10-24 1K–15K 5 -4.0
Regeneron Pharmaceuticals, Inc
REGN Healthcare
SELL 2024-10-23 1K–15K 5 13.07
ServiceNow Inc
NOW Technology
BUY 2024-10-08 1K–15K 5 1.16
TE Connectivity plc
TEL Technology
BUY 2024-10-04 1K–15K 5 -5.38
Taiwan Semiconductor Manufacturing ADR
TSM Technology
SELL 2024-10-04 1K–15K 5 -4.0
ServiceNow Inc
NOW Technology
BUY 2024-10-04 1K–15K 5 1.16
TE Connectivity plc
TEL Technology
BUY 2024-10-03 1K–15K 5 -5.38
Texas Capital Bancshares, Inc
TCBI Financial
BUY 2024-10-31 1K–15K 6 -0.55
Transdigm Group Incorporated
TDG Industrials
SELL 2024-10-17 1K–15K 6 2.85
Vertiv Holdings Co
VRT Industrials
BUY 2024-10-17 1K–15K 6 -2.53
U.S. Physical Therapy, Inc
USPH Healthcare
BUY 2024-10-17 1K–15K 6 -6.88
Tesla Inc
TSLA Consumer Cyclical
SELL 2024-10-14 1K–15K 6 -27.37
Appfolio Inc
APPF Technology SELL
Volume
1K–15K
Page
1
Transaction Date
2024-10-31
90d Return
-0.96%
Alamo Group Inc
ALG Industrials SELL
Volume
1K–15K
Page
1
Transaction Date
2024-10-25
90d Return
7.6%
Allegro Microsystems Inc
ALGM Technology BUY
Volume
1K–15K
Page
1
Transaction Date
2024-10-17
90d Return
11.06%
Alphabet Inc
GOOGL Communication Services BUY
Volume
1K–15K
Page
1
Transaction Date
2024-10-17
90d Return
5.97%
Alibaba Group Holding Ltd ADR
BABA Consumer Cyclical BUY
Volume
1K–15K
Page
1
Transaction Date
2024-10-16
90d Return
-0.86%
Apple Inc
AAPL Technology BUY
Volume
15K–50K
Page
1
Transaction Date
2024-10-02
90d Return
2.31%
Blackstone Inc
BX Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2024-10-24
90d Return
-0.82%
Booking Holdings Inc
BKNG Consumer Cyclical SELL
Volume
1K–15K
Page
2
Transaction Date
2024-10-17
90d Return
4.34%
Chord Energy Corp
CHRD Energy BUY
Volume
1K–15K
Page
2
Transaction Date
2024-10-17
90d Return
-15.69%
Berkshire Hathaway Inc
BRK-B Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2024-10-17
90d Return
2.96%
SM Energy Co
SM Energy BUY
Volume
1K–15K
Page
2
Transaction Date
2024-10-17
90d Return
-12.11%
Lilly(Eli) & Co
LLY Healthcare SELL
Volume
1K–15K
Page
2
Transaction Date
2024-10-16
90d Return
-5.79%
Broadcom Inc
AVGO Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2024-10-03
90d Return
-26.54%
ICU Medical, Inc
ICUI Healthcare SELL
Volume
1K–15K
Page
3
Transaction Date
2024-10-31
90d Return
9.54%
Volume
1K–15K
Page
3
Transaction Date
2024-10-31
90d Return
-2.35%
ITT Inc
ITT Industrials SELL
Volume
1K–15K
Page
3
Transaction Date
2024-10-31
90d Return
1.34%
Enerpac Tool Group Corp
EPAC Industrials BUY
Volume
1K–15K
Page
3
Transaction Date
2024-10-25
90d Return
-9.85%
Lam Research Corp
LRCX Technology SELL
Volume
1K–15K
Page
3
Transaction Date
2024-10-22
90d Return
-3.75%
KKR & Co. Inc
KKR Financial SELL
Volume
1K–15K
Page
3
Transaction Date
2024-10-17
90d Return
-2.06%
Lam Research Corp
LRCX Technology SELL
Volume
1K–15K
Page
3
Transaction Date
2024-10-17
90d Return
-3.75%
Volume
1K–15K
Page
3
Transaction Date
2024-10-10
90d Return
24.19%
Home Depot, Inc
HD Consumer Cyclical BUY
Volume
1K–15K
Page
3
Transaction Date
2024-10-03
90d Return
4.15%
Netflix Inc
NFLX Communication Services SELL
Volume
1K–15K
Page
4
Transaction Date
2024-10-18
90d Return
-26.94%
NVIDIA Corp
NVDA Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2024-10-17
90d Return
16.15%
Volume
1K–15K
Page
4
Transaction Date
2024-10-17
90d Return
-3.73%
Meta Platforms Inc
META Communication Services SELL
Volume
1K–15K
Page
4
Transaction Date
2024-10-17
90d Return
-19.22%
MongoDB Inc
MDB Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2024-10-17
90d Return
4.11%
Volume
1K–15K
Page
4
Transaction Date
2024-10-15
90d Return
-6.67%
Manulife Financial Corp
MFC Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2024-10-04
90d Return
6.67%
Microsoft Corporation
MSFT Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2024-10-03
90d Return
2.66%
Microsoft Corporation
MSFT Technology SELL
Volume
15K–50K
Page
4
Transaction Date
2024-10-02
90d Return
2.66%
Stifel Financial Corp
SF Financial SELL
Volume
1K–15K
Page
5
Transaction Date
2024-10-31
90d Return
0.37%
PayPal Holdings Inc
PYPL Financial BUY
Volume
1K–15K
Page
5
Transaction Date
2024-10-24
90d Return
-2.64%
Volume
1K–15K
Page
5
Transaction Date
2024-10-24
90d Return
-4.0%
Volume
1K–15K
Page
5
Transaction Date
2024-10-23
90d Return
13.07%
ServiceNow Inc
NOW Technology BUY
Volume
1K–15K
Page
5
Transaction Date
2024-10-08
90d Return
1.16%
TE Connectivity plc
TEL Technology BUY
Volume
1K–15K
Page
5
Transaction Date
2024-10-04
90d Return
-5.38%
Volume
1K–15K
Page
5
Transaction Date
2024-10-04
90d Return
-4.0%
ServiceNow Inc
NOW Technology BUY
Volume
1K–15K
Page
5
Transaction Date
2024-10-04
90d Return
1.16%
TE Connectivity plc
TEL Technology BUY
Volume
1K–15K
Page
5
Transaction Date
2024-10-03
90d Return
-5.38%
Volume
1K–15K
Page
6
Transaction Date
2024-10-31
90d Return
-0.55%
Transdigm Group Incorporated
TDG Industrials SELL
Volume
1K–15K
Page
6
Transaction Date
2024-10-17
90d Return
2.85%
Vertiv Holdings Co
VRT Industrials BUY
Volume
1K–15K
Page
6
Transaction Date
2024-10-17
90d Return
-2.53%
Volume
1K–15K
Page
6
Transaction Date
2024-10-17
90d Return
-6.88%
Tesla Inc
TSLA Consumer Cyclical SELL
Volume
1K–15K
Page
6
Transaction Date
2024-10-14
90d Return
-27.37%