Josh Gottheimer
NJ-5 Democrat
Disclosed: 2025-03-07
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 (%)
Apple Inc
AAPL Technology
SELL 2025-02-24 1K–15K 1 15.98
Abbott Laboratories
ABT Healthcare
BUY 2025-02-13 1K–15K 1 -1.88
Alibaba Group Holding Ltd ADR
BABA Consumer Cyclical
BUY 2025-02-12 1K–15K 1 -14.69
Ambev S.A. ADR
ABEV Consumer Defensive
SELL 2025-02-07 1K–15K 1 -12.31
Ambev S.A. ADR
ABEV Consumer Defensive
SELL 2025-02-06 1K–15K 1 -12.31
Apple Inc
AAPL Technology
SELL 2025-02-03 1K–15K 1 15.98
Blackstone Inc
BX Financial
SELL 2025-02-27 1K–15K 2 4.43
Block Inc
XYZ Technology
SELL 2025-02-27 1K–15K 2 -6.0
Blackstone Inc
BX Financial
SELL 2025-02-26 1K–15K 2 4.43
Apple Inc
AAPL Technology
SELL 2025-02-21 1K–15K 2 15.98
Berkshire Hathaway Inc
BRK-B Financial
SELL 2025-02-21 1K–15K 2 1.39
Charles Schwab Corp
SCHW Financial
SELL 2025-02-21 1K–15K 2 -17.27
Cisco Systems, Inc
CSCO Technology
SELL 2025-02-21 1K–15K 2 -1.79
Broadcom Inc
AVGO Technology
BUY 2025-02-06 1K–15K 2 33.74
Block Inc
XYZ Technology
BUY 2025-02-03 1K–15K 2 6.0
Fiserv, Inc
FI Technology
BUY 2025-02-26 1K–15K 3 -24.15
Fiserv, Inc
FI Technology
BUY 2025-02-21 1K–15K 3 -24.15
Lilly(Eli) & Co
LLY Healthcare
SELL 2025-02-19 1K–15K 3 11.77
D.R. Horton Inc
DHI Consumer Cyclical
SELL 2025-02-13 1K–15K 3 7.72
SM Energy Co
SM Energy
SELL 2025-02-10 1K–15K 3 12.22
SM Energy Co
SM Energy
SELL 2025-02-07 1K–15K 3 12.22
Goldman Sachs Group, Inc
GS Financial
SELL 2025-02-28 1K–15K 4 -8.8
KKR & Co. Inc
KKR Financial
SELL 2025-02-27 1K–15K 4 -4.81
KKR & Co. Inc
KKR Financial
SELL 2025-02-26 1K–15K 4 -4.81
Microsoft Corporation
MSFT Technology
SELL 2025-02-24 1K–15K 4 -19.13
Home Depot, Inc
HD Consumer Cyclical
SELL 2025-02-24 1K–15K 4 0.73
Microsoft Corporation
MSFT Technology
SELL 2025-02-21 1K–15K 4 -19.13
ICF International, Inc
ICFI Industrials
SELL 2025-02-19 1K–15K 4 2.23
Microsoft Corporation
MSFT Technology
BUY 2025-02-14 1M–5M 4 19.13
Microsoft Corporation
MSFT Technology
BUY 2025-02-14 1M–5M 5 19.13
Microsoft Corporation
MSFT Technology
SELL 2025-02-14 1M–5M 5 -19.13
Microsoft Corporation
MSFT Technology
BUY 2025-02-14 500K–1M 5 19.13
Microsoft Corporation
MSFT Technology
SELL 2025-02-14 250K–500K 5 -19.13
Microsoft Corporation
MSFT Technology
SELL 2025-02-14 500K–1M 5 -19.13
Microsoft Corporation
MSFT Technology
BUY 2025-02-14 1M–5M 5 19.13
Microsoft Corporation
MSFT Technology
SELL 2025-02-14 1M–5M 5 -19.13
Spotify Technology S.A
SPOT Communication Services
SELL 2025-02-21 1K–15K 6 -33.96
Paychex Inc
PAYX Technology
SELL 2025-02-21 1K–15K 6 -4.54
Snowflake Inc
SNOW Technology
BUY 2025-02-21 1K–15K 6 32.21
PayPal Holdings Inc
PYPL Financial
SELL 2025-02-13 1K–15K 6 -2.82
Shopify Inc
SHOP Technology
BUY 2025-02-12 1K–15K 6 4.89
PayPal Holdings Inc
PYPL Financial
SELL 2025-02-06 1K–15K 6 -2.82
Starbucks Corp
SBUX Consumer Cyclical
BUY 2025-02-03 1K–15K 6 -17.72
Shopify Inc
SHOP Technology
BUY 2025-02-03 1K–15K 6 4.89
Visa Inc
V Financial
BUY 2025-02-28 1K–15K 7 6.39
Vertiv Holdings Co
VRT Industrials
SELL 2025-02-25 1K–15K 7 -32.02
Tesla Inc
TSLA Consumer Cyclical
SELL 2025-02-14 1K–15K 7 -8.39
Visa Inc
V Financial
BUY 2025-02-13 1K–15K 7 6.39
Tesla Inc
TSLA Consumer Cyclical
SELL 2025-02-13 1K–15K 7 -8.39
Twilio Inc
TWLO Technology
BUY 2025-02-06 1K–15K 7 13.88
Tesla Inc
TSLA Consumer Cyclical
BUY 2025-02-05 1K–15K 7 8.39
Transdigm Group Incorporated
TDG Industrials
SELL 2025-02-04 1K–15K 7 -7.67
Union Pacific Corp
UNP Industrials
BUY 2025-02-03 1K–15K 7 -10.96
Walmart Inc
WMT Consumer Defensive
BUY 2025-02-03 1K–15K 8 7.36
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
1
Transaction Date
2025-02-24
90d Return
15.98%
Abbott Laboratories
ABT Healthcare BUY
Volume
1K–15K
Page
1
Transaction Date
2025-02-13
90d Return
-1.88%
Alibaba Group Holding Ltd ADR
BABA Consumer Cyclical BUY
Volume
1K–15K
Page
1
Transaction Date
2025-02-12
90d Return
-14.69%
Ambev S.A. ADR
ABEV Consumer Defensive SELL
Volume
1K–15K
Page
1
Transaction Date
2025-02-07
90d Return
-12.31%
Ambev S.A. ADR
ABEV Consumer Defensive SELL
Volume
1K–15K
Page
1
Transaction Date
2025-02-06
90d Return
-12.31%
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
1
Transaction Date
2025-02-03
90d Return
15.98%
Blackstone Inc
BX Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2025-02-27
90d Return
4.43%
Block Inc
XYZ Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2025-02-27
90d Return
-6.0%
Blackstone Inc
BX Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2025-02-26
90d Return
4.43%
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2025-02-21
90d Return
15.98%
Berkshire Hathaway Inc
BRK-B Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2025-02-21
90d Return
1.39%
Charles Schwab Corp
SCHW Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2025-02-21
90d Return
-17.27%
Cisco Systems, Inc
CSCO Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2025-02-21
90d Return
-1.79%
Broadcom Inc
AVGO Technology BUY
Volume
1K–15K
Page
2
Transaction Date
2025-02-06
90d Return
33.74%
Block Inc
XYZ Technology BUY
Volume
1K–15K
Page
2
Transaction Date
2025-02-03
90d Return
6.0%
Fiserv, Inc
FI Technology BUY
Volume
1K–15K
Page
3
Transaction Date
2025-02-26
90d Return
-24.15%
Fiserv, Inc
FI Technology BUY
Volume
1K–15K
Page
3
Transaction Date
2025-02-21
90d Return
-24.15%
Lilly(Eli) & Co
LLY Healthcare SELL
Volume
1K–15K
Page
3
Transaction Date
2025-02-19
90d Return
11.77%
D.R. Horton Inc
DHI Consumer Cyclical SELL
Volume
1K–15K
Page
3
Transaction Date
2025-02-13
90d Return
7.72%
SM Energy Co
SM Energy SELL
Volume
1K–15K
Page
3
Transaction Date
2025-02-10
90d Return
12.22%
SM Energy Co
SM Energy SELL
Volume
1K–15K
Page
3
Transaction Date
2025-02-07
90d Return
12.22%
Volume
1K–15K
Page
4
Transaction Date
2025-02-28
90d Return
-8.8%
KKR & Co. Inc
KKR Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2025-02-27
90d Return
-4.81%
KKR & Co. Inc
KKR Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2025-02-26
90d Return
-4.81%
Microsoft Corporation
MSFT Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2025-02-24
90d Return
-19.13%
Home Depot, Inc
HD Consumer Cyclical SELL
Volume
1K–15K
Page
4
Transaction Date
2025-02-24
90d Return
0.73%
Microsoft Corporation
MSFT Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2025-02-21
90d Return
-19.13%
ICF International, Inc
ICFI Industrials SELL
Volume
1K–15K
Page
4
Transaction Date
2025-02-19
90d Return
2.23%
Microsoft Corporation
MSFT Technology BUY
Volume
1M–5M
Page
4
Transaction Date
2025-02-14
90d Return
19.13%
Microsoft Corporation
MSFT Technology BUY
Volume
1M–5M
Page
5
Transaction Date
2025-02-14
90d Return
19.13%
Microsoft Corporation
MSFT Technology SELL
Volume
1M–5M
Page
5
Transaction Date
2025-02-14
90d Return
-19.13%
Microsoft Corporation
MSFT Technology BUY
Volume
500K–1M
Page
5
Transaction Date
2025-02-14
90d Return
19.13%
Microsoft Corporation
MSFT Technology SELL
Volume
250K–500K
Page
5
Transaction Date
2025-02-14
90d Return
-19.13%
Microsoft Corporation
MSFT Technology SELL
Volume
500K–1M
Page
5
Transaction Date
2025-02-14
90d Return
-19.13%
Microsoft Corporation
MSFT Technology BUY
Volume
1M–5M
Page
5
Transaction Date
2025-02-14
90d Return
19.13%
Microsoft Corporation
MSFT Technology SELL
Volume
1M–5M
Page
5
Transaction Date
2025-02-14
90d Return
-19.13%
Spotify Technology S.A
SPOT Communication Services SELL
Volume
1K–15K
Page
6
Transaction Date
2025-02-21
90d Return
-33.96%
Paychex Inc
PAYX Technology SELL
Volume
1K–15K
Page
6
Transaction Date
2025-02-21
90d Return
-4.54%
Snowflake Inc
SNOW Technology BUY
Volume
1K–15K
Page
6
Transaction Date
2025-02-21
90d Return
32.21%
PayPal Holdings Inc
PYPL Financial SELL
Volume
1K–15K
Page
6
Transaction Date
2025-02-13
90d Return
-2.82%
Shopify Inc
SHOP Technology BUY
Volume
1K–15K
Page
6
Transaction Date
2025-02-12
90d Return
4.89%
PayPal Holdings Inc
PYPL Financial SELL
Volume
1K–15K
Page
6
Transaction Date
2025-02-06
90d Return
-2.82%
Starbucks Corp
SBUX Consumer Cyclical BUY
Volume
1K–15K
Page
6
Transaction Date
2025-02-03
90d Return
-17.72%
Shopify Inc
SHOP Technology BUY
Volume
1K–15K
Page
6
Transaction Date
2025-02-03
90d Return
4.89%
Visa Inc
V Financial BUY
Volume
1K–15K
Page
7
Transaction Date
2025-02-28
90d Return
6.39%
Vertiv Holdings Co
VRT Industrials SELL
Volume
1K–15K
Page
7
Transaction Date
2025-02-25
90d Return
-32.02%
Tesla Inc
TSLA Consumer Cyclical SELL
Volume
1K–15K
Page
7
Transaction Date
2025-02-14
90d Return
-8.39%
Visa Inc
V Financial BUY
Volume
1K–15K
Page
7
Transaction Date
2025-02-13
90d Return
6.39%
Tesla Inc
TSLA Consumer Cyclical SELL
Volume
1K–15K
Page
7
Transaction Date
2025-02-13
90d Return
-8.39%
Twilio Inc
TWLO Technology BUY
Volume
1K–15K
Page
7
Transaction Date
2025-02-06
90d Return
13.88%
Tesla Inc
TSLA Consumer Cyclical BUY
Volume
1K–15K
Page
7
Transaction Date
2025-02-05
90d Return
8.39%
Volume
1K–15K
Page
7
Transaction Date
2025-02-04
90d Return
-7.67%
Union Pacific Corp
UNP Industrials BUY
Volume
1K–15K
Page
7
Transaction Date
2025-02-03
90d Return
-10.96%
Walmart Inc
WMT Consumer Defensive BUY
Volume
1K–15K
Page
8
Transaction Date
2025-02-03
90d Return
7.36%