Josh Gottheimer
NJ-5 Democrat
Disclosed: 2023-02-20
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 (%)
Adobe Inc
ADBE Technology
BUY 2023-01-31 1K–15K 1 7.31
Abbvie Inc
ABBV Healthcare
SELL 2023-01-27 1K–15K 1 3.8
Align Technology, Inc
ALGN Healthcare
BUY 2023-01-27 1K–15K 1 -1.04
Allegro Microsystems Inc
ALGM Technology
BUY 2023-01-23 1K–15K 1 -8.28
Abbvie Inc
ABBV Healthcare
SELL 2023-01-20 1K–15K 1 3.8
Automatic Data Processing Inc
ADP Technology
SELL 2023-01-31 1K–15K 2 3.08
Alphabet Inc
GOOGL Communication Services
SELL 2023-01-27 1K–15K 2 -36.23
Apple Inc
AAPL Technology
SELL 2023-01-27 1K–15K 2 -17.49
AMGEN Inc
AMGN Healthcare
SELL 2023-01-27 1K–15K 2 5.09
Apple Inc
AAPL Technology
SELL 2023-01-20 1K–15K 2 -17.49
Alphabet Inc
GOOGL Communication Services
BUY 2023-01-20 1K–15K 2 36.23
Automatic Data Processing Inc
ADP Technology
SELL 2023-01-17 1K–15K 2 3.08
Apple Inc
AAPL Technology
SELL 2023-01-13 1K–15K 2 -17.49
Automatic Data Processing Inc
ADP Technology
BUY 2023-01-11 1K–15K 2 -3.08
Apple Inc
AAPL Technology
BUY 2023-01-11 1K–15K 2 17.49
H&R Block Inc
HRB Consumer Cyclical
BUY 2023-01-31 1K–15K 3 -21.32
H&R Block Inc
HRB Consumer Cyclical
BUY 2023-01-27 1K–15K 3 -21.32
Blackstone Inc
BX Financial
BUY 2023-01-27 1K–15K 3 -5.44
Capital One Financial Corp
COF Financial
BUY 2023-01-27 1K–15K 3 -7.41
H&R Block Inc
HRB Consumer Cyclical
BUY 2023-01-20 1K–15K 3 -21.32
Charles Schwab Corp
SCHW Financial
BUY 2023-01-18 1K–15K 3 -34.62
Autozone Inc
AZO Consumer Cyclical
SELL 2023-01-13 1K–15K 3 -1.81
BHP Group Limited ADR
BHP Basic Materials
SELL 2023-01-11 1K–15K 3 8.92
Blackrock Inc
BLK Financial
SELL 2023-01-11 1K–15K 3 2.8
Lilly(Eli) & Co
LLY Healthcare
SELL 2023-01-31 1K–15K 4 -32.86
Coca-Cola Co
KO Consumer Defensive
SELL 2023-01-31 1K–15K 4 -3.64
Coca-Cola Co
KO Consumer Defensive
SELL 2023-01-20 1K–15K 4 -3.64
Coca-Cola Co
KO Consumer Defensive
SELL 2023-01-13 1K–15K 4 -3.64
Conoco Phillips
COP Energy
BUY 2023-01-11 1K–15K 4 -0.39
Lilly(Eli) & Co
LLY Healthcare
BUY 2023-01-11 1K–15K 4 32.86
Cisco Systems, Inc
CSCO Technology
SELL 2023-01-11 1K–15K 4 1.01
Deere & Co
DE Industrials
BUY 2023-01-11 1K–15K 4 -15.35
Cincinnati Financial Corp
CINF Financial
SELL 2023-01-11 1K–15K 4 15.8
HCA Healthcare Inc
HCA Healthcare
SELL 2023-01-27 1K–15K 5 -8.44
Lilly(Eli) & Co
LLY Healthcare
SELL 2023-01-27 1K–15K 5 -32.86
HubSpot Inc
HUBS Technology
BUY 2023-01-27 1K–15K 5 28.09
Exact Sciences Corp
EXAS Healthcare
BUY 2023-01-20 1K–15K 5 36.48
Fastenal Co
FAST Industrials
SELL 2023-01-11 1K–15K 5 -8.36
Globus Medical Inc
GMED Healthcare
SELL 2023-01-11 1K–15K 5 3.84
Etsy Inc
ETSY Consumer Cyclical
BUY 2023-01-11 1K–15K 5 -27.89
Fidelity National Information Services, Inc
FIS Technology
BUY 2023-01-11 1K–15K 5 -13.62
Freeport-McMoRan Inc
FCX Basic Materials
BUY 2023-01-11 1K–15K 5 -16.21
Houlihan Lokey Inc
HLI Financial
SELL 2023-01-11 1K–15K 5 8.98
International Business Machines Corp
IBM Technology
SELL 2023-01-31 1K–15K 6 1.87
MACOM Technology Solutions Holdings Inc
MTSI Technology
SELL 2023-01-23 1K–15K 6 8.4
Mastercard Incorporated
MA Financial
BUY 2023-01-20 1K–15K 6 8.2
International Business Machines Corp
IBM Technology
SELL 2023-01-20 1K–15K 6 1.87
Lam Research Corp
LRCX Technology
SELL 2023-01-11 1K–15K 6 -22.75
ICF International, Inc
ICFI Industrials
SELL 2023-01-11 1K–15K 6 -10.01
MACOM Technology Solutions Holdings Inc
MTSI Technology
SELL 2023-01-11 1K–15K 6 8.4
International Business Machines Corp
IBM Technology
BUY 2023-01-11 1K–15K 6 -1.87
Johnson & Johnson
JNJ Healthcare
SELL 2023-01-11 1K–15K 6 -0.04
MercadoLibre Inc
MELI Consumer Cyclical
BUY 2023-01-31 1K–15K 7 21.86
Meta Platforms Inc
META Communication Services
BUY 2023-01-31 1K–15K 7 44.3
Mckesson Corporation
MCK Healthcare
SELL 2023-01-31 1K–15K 7 -9.83
Match Group Inc
MTCH Communication Services
BUY 2023-01-31 1K–15K 7 -19.93
Microsoft Corporation
MSFT Technology
SELL 2023-01-27 1K–15K 7 -27.39
Meta Platforms Inc
META Communication Services
BUY 2023-01-27 1K–15K 7 44.3
MercadoLibre Inc
MELI Consumer Cyclical
BUY 2023-01-17 1K–15K 7 21.86
Mastercard Incorporated
MA Financial
BUY 2023-01-12 1K–15K 7 8.2
Merck & Co Inc
MRK Healthcare
SELL 2023-01-11 1K–15K 7 -5.69
Microsoft Corporation
MSFT Technology
SELL 2023-01-04 500K–1M 7 -27.39
Netflix Inc
NFLX Communication Services
BUY 2023-01-11 1K–15K 8 7.56
MSCI Inc
MSCI Financial
SELL 2023-01-11 1K–15K 8 9.72
Monster Beverage Corp
MNST Consumer Defensive
BUY 2023-01-11 1K–15K 8 15.49
Microsoft Corporation
MSFT Technology
SELL 2023-01-04 250K–500K 8 -27.39
Microsoft Corporation
MSFT Technology
BUY 2023-01-04 250K–500K 8 27.39
Microsoft Corporation
MSFT Technology
SELL 2023-01-04 500K–1M 8 -27.39
Microsoft Corporation
MSFT Technology
BUY 2023-01-04 500K–1M 8 27.39
Microsoft Corporation
MSFT Technology
BUY 2023-01-04 500K–1M 8 27.39
Snap Inc
SNAP Communication Services
BUY 2023-01-31 1K–15K 9 -0.51
Shopify Inc
SHOP Technology
BUY 2023-01-31 1K–15K 9 49.83
Shopify Inc
SHOP Technology
BUY 2023-01-23 1K–15K 9 49.83
Netflix Inc
NFLX Communication Services
BUY 2023-01-20 1K–15K 9 7.56
Shopify Inc
SHOP Technology
BUY 2023-01-17 1K–15K 9 49.83
Salesforce Inc
CRM Technology
BUY 2023-01-13 1K–15K 9 30.1
Rockwell Automation Inc
ROK Industrials
BUY 2023-01-12 1K–15K 9 -1.74
Oracle Corp
ORCL Technology
BUY 2023-01-11 1K–15K 9 18.57
Paychex Inc
PAYX Technology
SELL 2023-01-11 1K–15K 9 0.56
Unitedhealth Group Inc
UNH Healthcare
SELL 2023-01-31 1K–15K 10 1.83
United Parcel Service, Inc
UPS Industrials
SELL 2023-01-31 1K–15K 10 2.97
Tesla Inc
TSLA Consumer Cyclical
BUY 2023-01-27 1K–15K 10 -4.31
P3 Health Partners Inc
PIII Healthcare
SELL 2023-01-23 1K–15K 10 -292.31
Workday Inc
WDAY Technology
BUY 2023-01-23 1K–15K 10 7.97
Unitedhealth Group Inc
UNH Healthcare
SELL 2023-01-17 1K–15K 10 1.83
Thermo Fisher Scientific Inc
TMO Healthcare
SELL 2023-01-11 1K–15K 10 3.89
Tencent Music Entertainment Group ADR
TME Communication Services
SELL 2023-01-11 1K–15K 10 1.67
Adobe Inc
ADBE Technology BUY
Volume
1K–15K
Page
1
Transaction Date
2023-01-31
90d Return
7.31%
Abbvie Inc
ABBV Healthcare SELL
Volume
1K–15K
Page
1
Transaction Date
2023-01-27
90d Return
3.8%
Align Technology, Inc
ALGN Healthcare BUY
Volume
1K–15K
Page
1
Transaction Date
2023-01-27
90d Return
-1.04%
Allegro Microsystems Inc
ALGM Technology BUY
Volume
1K–15K
Page
1
Transaction Date
2023-01-23
90d Return
-8.28%
Abbvie Inc
ABBV Healthcare SELL
Volume
1K–15K
Page
1
Transaction Date
2023-01-20
90d Return
3.8%
Volume
1K–15K
Page
2
Transaction Date
2023-01-31
90d Return
3.08%
Alphabet Inc
GOOGL Communication Services SELL
Volume
1K–15K
Page
2
Transaction Date
2023-01-27
90d Return
-36.23%
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2023-01-27
90d Return
-17.49%
AMGEN Inc
AMGN Healthcare SELL
Volume
1K–15K
Page
2
Transaction Date
2023-01-27
90d Return
5.09%
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2023-01-20
90d Return
-17.49%
Alphabet Inc
GOOGL Communication Services BUY
Volume
1K–15K
Page
2
Transaction Date
2023-01-20
90d Return
36.23%
Volume
1K–15K
Page
2
Transaction Date
2023-01-17
90d Return
3.08%
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2023-01-13
90d Return
-17.49%
Volume
1K–15K
Page
2
Transaction Date
2023-01-11
90d Return
-3.08%
Apple Inc
AAPL Technology BUY
Volume
1K–15K
Page
2
Transaction Date
2023-01-11
90d Return
17.49%
H&R Block Inc
HRB Consumer Cyclical BUY
Volume
1K–15K
Page
3
Transaction Date
2023-01-31
90d Return
-21.32%
H&R Block Inc
HRB Consumer Cyclical BUY
Volume
1K–15K
Page
3
Transaction Date
2023-01-27
90d Return
-21.32%
Blackstone Inc
BX Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2023-01-27
90d Return
-5.44%
Volume
1K–15K
Page
3
Transaction Date
2023-01-27
90d Return
-7.41%
H&R Block Inc
HRB Consumer Cyclical BUY
Volume
1K–15K
Page
3
Transaction Date
2023-01-20
90d Return
-21.32%
Charles Schwab Corp
SCHW Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2023-01-18
90d Return
-34.62%
Autozone Inc
AZO Consumer Cyclical SELL
Volume
1K–15K
Page
3
Transaction Date
2023-01-13
90d Return
-1.81%
BHP Group Limited ADR
BHP Basic Materials SELL
Volume
1K–15K
Page
3
Transaction Date
2023-01-11
90d Return
8.92%
Blackrock Inc
BLK Financial SELL
Volume
1K–15K
Page
3
Transaction Date
2023-01-11
90d Return
2.8%
Lilly(Eli) & Co
LLY Healthcare SELL
Volume
1K–15K
Page
4
Transaction Date
2023-01-31
90d Return
-32.86%
Coca-Cola Co
KO Consumer Defensive SELL
Volume
1K–15K
Page
4
Transaction Date
2023-01-31
90d Return
-3.64%
Coca-Cola Co
KO Consumer Defensive SELL
Volume
1K–15K
Page
4
Transaction Date
2023-01-20
90d Return
-3.64%
Coca-Cola Co
KO Consumer Defensive SELL
Volume
1K–15K
Page
4
Transaction Date
2023-01-13
90d Return
-3.64%
Conoco Phillips
COP Energy BUY
Volume
1K–15K
Page
4
Transaction Date
2023-01-11
90d Return
-0.39%
Lilly(Eli) & Co
LLY Healthcare BUY
Volume
1K–15K
Page
4
Transaction Date
2023-01-11
90d Return
32.86%
Cisco Systems, Inc
CSCO Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2023-01-11
90d Return
1.01%
Deere & Co
DE Industrials BUY
Volume
1K–15K
Page
4
Transaction Date
2023-01-11
90d Return
-15.35%
Cincinnati Financial Corp
CINF Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2023-01-11
90d Return
15.8%
HCA Healthcare Inc
HCA Healthcare SELL
Volume
1K–15K
Page
5
Transaction Date
2023-01-27
90d Return
-8.44%
Lilly(Eli) & Co
LLY Healthcare SELL
Volume
1K–15K
Page
5
Transaction Date
2023-01-27
90d Return
-32.86%
HubSpot Inc
HUBS Technology BUY
Volume
1K–15K
Page
5
Transaction Date
2023-01-27
90d Return
28.09%
Exact Sciences Corp
EXAS Healthcare BUY
Volume
1K–15K
Page
5
Transaction Date
2023-01-20
90d Return
36.48%
Fastenal Co
FAST Industrials SELL
Volume
1K–15K
Page
5
Transaction Date
2023-01-11
90d Return
-8.36%
Globus Medical Inc
GMED Healthcare SELL
Volume
1K–15K
Page
5
Transaction Date
2023-01-11
90d Return
3.84%
Etsy Inc
ETSY Consumer Cyclical BUY
Volume
1K–15K
Page
5
Transaction Date
2023-01-11
90d Return
-27.89%
Volume
1K–15K
Page
5
Transaction Date
2023-01-11
90d Return
-13.62%
Freeport-McMoRan Inc
FCX Basic Materials BUY
Volume
1K–15K
Page
5
Transaction Date
2023-01-11
90d Return
-16.21%
Houlihan Lokey Inc
HLI Financial SELL
Volume
1K–15K
Page
5
Transaction Date
2023-01-11
90d Return
8.98%
Volume
1K–15K
Page
6
Transaction Date
2023-01-31
90d Return
1.87%
Volume
1K–15K
Page
6
Transaction Date
2023-01-23
90d Return
8.4%
Volume
1K–15K
Page
6
Transaction Date
2023-01-20
90d Return
8.2%
Volume
1K–15K
Page
6
Transaction Date
2023-01-20
90d Return
1.87%
Lam Research Corp
LRCX Technology SELL
Volume
1K–15K
Page
6
Transaction Date
2023-01-11
90d Return
-22.75%
ICF International, Inc
ICFI Industrials SELL
Volume
1K–15K
Page
6
Transaction Date
2023-01-11
90d Return
-10.01%
Volume
1K–15K
Page
6
Transaction Date
2023-01-11
90d Return
8.4%
Volume
1K–15K
Page
6
Transaction Date
2023-01-11
90d Return
-1.87%
Johnson & Johnson
JNJ Healthcare SELL
Volume
1K–15K
Page
6
Transaction Date
2023-01-11
90d Return
-0.04%
MercadoLibre Inc
MELI Consumer Cyclical BUY
Volume
1K–15K
Page
7
Transaction Date
2023-01-31
90d Return
21.86%
Meta Platforms Inc
META Communication Services BUY
Volume
1K–15K
Page
7
Transaction Date
2023-01-31
90d Return
44.3%
Mckesson Corporation
MCK Healthcare SELL
Volume
1K–15K
Page
7
Transaction Date
2023-01-31
90d Return
-9.83%
Match Group Inc
MTCH Communication Services BUY
Volume
1K–15K
Page
7
Transaction Date
2023-01-31
90d Return
-19.93%
Microsoft Corporation
MSFT Technology SELL
Volume
1K–15K
Page
7
Transaction Date
2023-01-27
90d Return
-27.39%
Meta Platforms Inc
META Communication Services BUY
Volume
1K–15K
Page
7
Transaction Date
2023-01-27
90d Return
44.3%
MercadoLibre Inc
MELI Consumer Cyclical BUY
Volume
1K–15K
Page
7
Transaction Date
2023-01-17
90d Return
21.86%
Volume
1K–15K
Page
7
Transaction Date
2023-01-12
90d Return
8.2%
Merck & Co Inc
MRK Healthcare SELL
Volume
1K–15K
Page
7
Transaction Date
2023-01-11
90d Return
-5.69%
Microsoft Corporation
MSFT Technology SELL
Volume
500K–1M
Page
7
Transaction Date
2023-01-04
90d Return
-27.39%
Netflix Inc
NFLX Communication Services BUY
Volume
1K–15K
Page
8
Transaction Date
2023-01-11
90d Return
7.56%
MSCI Inc
MSCI Financial SELL
Volume
1K–15K
Page
8
Transaction Date
2023-01-11
90d Return
9.72%
Monster Beverage Corp
MNST Consumer Defensive BUY
Volume
1K–15K
Page
8
Transaction Date
2023-01-11
90d Return
15.49%
Microsoft Corporation
MSFT Technology SELL
Volume
250K–500K
Page
8
Transaction Date
2023-01-04
90d Return
-27.39%
Microsoft Corporation
MSFT Technology BUY
Volume
250K–500K
Page
8
Transaction Date
2023-01-04
90d Return
27.39%
Microsoft Corporation
MSFT Technology SELL
Volume
500K–1M
Page
8
Transaction Date
2023-01-04
90d Return
-27.39%
Microsoft Corporation
MSFT Technology BUY
Volume
500K–1M
Page
8
Transaction Date
2023-01-04
90d Return
27.39%
Microsoft Corporation
MSFT Technology BUY
Volume
500K–1M
Page
8
Transaction Date
2023-01-04
90d Return
27.39%
Snap Inc
SNAP Communication Services BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-31
90d Return
-0.51%
Shopify Inc
SHOP Technology BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-31
90d Return
49.83%
Shopify Inc
SHOP Technology BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-23
90d Return
49.83%
Netflix Inc
NFLX Communication Services BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-20
90d Return
7.56%
Shopify Inc
SHOP Technology BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-17
90d Return
49.83%
Salesforce Inc
CRM Technology BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-13
90d Return
30.1%
Rockwell Automation Inc
ROK Industrials BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-12
90d Return
-1.74%
Oracle Corp
ORCL Technology BUY
Volume
1K–15K
Page
9
Transaction Date
2023-01-11
90d Return
18.57%
Paychex Inc
PAYX Technology SELL
Volume
1K–15K
Page
9
Transaction Date
2023-01-11
90d Return
0.56%
Unitedhealth Group Inc
UNH Healthcare SELL
Volume
1K–15K
Page
10
Transaction Date
2023-01-31
90d Return
1.83%
United Parcel Service, Inc
UPS Industrials SELL
Volume
1K–15K
Page
10
Transaction Date
2023-01-31
90d Return
2.97%
Tesla Inc
TSLA Consumer Cyclical BUY
Volume
1K–15K
Page
10
Transaction Date
2023-01-27
90d Return
-4.31%
P3 Health Partners Inc
PIII Healthcare SELL
Volume
1K–15K
Page
10
Transaction Date
2023-01-23
90d Return
-292.31%
Workday Inc
WDAY Technology BUY
Volume
1K–15K
Page
10
Transaction Date
2023-01-23
90d Return
7.97%
Unitedhealth Group Inc
UNH Healthcare SELL
Volume
1K–15K
Page
10
Transaction Date
2023-01-17
90d Return
1.83%
Thermo Fisher Scientific Inc
TMO Healthcare SELL
Volume
1K–15K
Page
10
Transaction Date
2023-01-11
90d Return
3.89%
Tencent Music Entertainment Group ADR
TME Communication Services SELL
Volume
1K–15K
Page
10
Transaction Date
2023-01-11
90d Return
1.67%