Josh Gottheimer

D-NJ-5 Representative for New Jersey’s 5th district Democrat In Congress since 2017

1,212trades · 3 yrs
462buys
750sells
25dmedian wait
1filed late

Josh Gottheimer disclosed 1,212 trades made since Oct 4, 2023: 462 buys and 750 sales. The most traded name was MSFT (76 trades). All of them were a spouse's or joint account's. The latest, made Aug 14, 2026, was filed Sep 14, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

MSFT 76 trades 34 buy · 42 sell
TSLA 30 trades 18 buy · 12 sell
LLY 21 trades 4 buy · 17 sell
V 18 trades 10 buy · 8 sell
AAPL 16 trades 6 buy · 10 sell
CRM 15 trades 7 buy · 8 sell

Trades

1,212 trades since Oct 4, 2023 · newest first · 153 in an industry a committee of theirs oversees

Reported holdings

2025 annual report · filed Aug 10, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$15.1M–$59M sum of 338 disclosed ranges

Stock 230
Fund 74
Option 3
Other 10
Cash 17
Private business 4

AssetOwner Valuevs 2024
MSFTMicrosoft CorporationMorgan Stanley - Portfolio Management Active Assets AccountJoint$5M–$25MSame band
MSFTMicrosoft CorporationMorgan Stanley - Active Asset Account # 3Joint$1M–$5M▼ $5M–$25M
Microsoft Corporation - Common Stock (MSFTOptionMorgan Stanley - Portfolio Management Active Assets AccountJoint$1M–$5MNew
VOOVanguard S&P 500 ETFFundMorgan Stanley - Portfolio ManagementJoint$1M–$5MSame band
AAPLApple Inc.Morgan Stanley - Active Asset Account # 3Joint$500K–$1MSame band
MSFTMicrosoft CorporationOptionMorgan Stanley - Portfolio Management Active Assets AccountJoint$500K–$1M▼ $5M–$25M
Microsoft Corporation - Common Stock (MSFTOptionMorgan Stanley - Portfolio Management Active Assets AccountJoint$500K–$1MNew
XCAPXACAP Strategic FundFundMorgan Stanley - Traditional Inherited IRASelf$250K–$500K▲ $100K–$250K
Blackstone Real Estate Income Trust, Inc.Morgan Stanley - Active Asset Account # 1Self$250K–$500KSame band
DC College Savings in College PortfolioOtherDC College Savings - Dependent # 1Spouse$250K–$500KNew
FXAIXFidelity 500 Index FundFundTusk Strategies 401(k) Profit Sharing PlanSpouse$250K–$500K▲ $100K–$250K
JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LPFundSelf$250K–$500KSame band
METAMeta Platforms, Inc. - Class AMorgan Stanley - Active Asset Account # 3Joint$250K–$500KSame band
SPYSPDR S&P 500FundMorgan Stanley - Active Asset Account # 1Self$250K–$500K▲ $100K–$250K
SPYSPDR S&P 500FundMorgan Stanley - Portfolio ManagementJoint$250K–$500KSame band
VFORXVanguard Target Retirement 2040 FundFundTusk Strategies 401(k) Profit Sharing PlanSpouse$250K–$500KSame band
AMZNAmazon.com, Inc.Morgan Stanley - Active Asset Account # 3Joint$100K–$250KSame band
APDYXArtisan Developing World Fund - Advisor SharesFundMorgan Stanley - Portfolio ManagementJoint$100K–$250KSame band
BTC LifePathFundMicrosoft 401(k)Self$100K–$250KSame band
DC College Savings 2028 PortfolioOtherDC College Savings - Dependent # 2Self$100K–$250KNew
FAMRXFidelity Asset Manager 85%FundWells Fargo - SEP IRASelf$100K–$250K▲ $50K–$100K
PAVEGlobal X Funds Global X U.S. Infrastructure Development ETFFundMorgan Stanley - Portfolio ManagementJoint$100K–$250KSame band
QQQInvesco QQQ Trust, Series 1FundMorgan Stanley - Portfolio ManagementJoint$100K–$250KSame band
Tusk Venture Partners I GP, LLCPrivate businessSpouse$100K–$250KNew
VRNIXVanguard Russell 1000 Index Fd Insti ClFundMicrosoft 401(k)Self$100K–$250KSame band
Vanguard Target Retirement 2045 TRFundWPP - Vanguard - The Savings & Investment PlanSelf$100K–$250KSame band
IYWiShares U.S. Technology ETFFundMorgan Stanley - Portfolio ManagementJoint$100K–$250KSame band
GOOGAlphabet Inc. - Class C Capital StockMorgan Stanley - Select UMA Account # 1Joint$50K–$100K▲ $15K–$50K
AAPLApple Inc.Morgan Stanley - Select UMA Account # 1Joint$50K–$100K▼ $500K–$1M
CRCLCircle Internet Group, Inc.Morgan Stanley - Active Asset Account # 2Joint$50K–$100KNew
LLYEli Lilly and CompanyMorgan Stanley - Active Asset Account # 3Joint$50K–$100K▲ $15K–$50K
Fidelity MidCap Grw IndxOtherWPP - Vanguard - The Savings & Investment PlanSelf$50K–$100KNew
MSFTMicrosoft CorporationMorgan Stanley - Select UMA Account # 1Joint$50K–$100K▼ $5M–$25M
MVRXXMorgan Stanley Insti Liquidity Fds, Government Portf Insti ClassFundMorgan Stanley - Portfolio ManagementJoint$50K–$100K▲ $15K–$50K
NVDANVIDIA CorporationMorgan Stanley - Select UMA Account # 1Joint$50K–$100KSame band
DIASPDR Dow Jones Industrial Average ETFFundMorgan Stanley - Active Asset Account # 1Self$50K–$100KSame band
SPYSPDR S&P 500FundMorgan Stanley - Active Asset Account # 4Spouse$50K–$100K▲ $15K–$50K
SPYSPDR S&P 500FundWells Fargo - SEP IRASelf$50K–$100K▼ $100K–$250K
SCHFSchwab International Equity ETFFundWealthfrontSelf$50K–$100K▲ $15K–$50K
T Rowe Intl Small Cap StockFundWPP - Vanguard - The Savings & Investment PlanSelf$50K–$100KSame band
AGTHXThe Growth Fund of America Class A SharesFundMorgan Stanley - SEP / Traditional IRASelf$50K–$100K▲ $15K–$50K
U.S. Large Cap Equity PortfolioOtherDC College Savings - Dependent # 2Self$50K–$100KNew
U.S. Small Cap Equity PortfolioOtherDC College Savings - Dependent # 2Self$50K–$100KNew
RSESXU.S. Strategic Equity Fund Class SFundMorgan Stanley - Traditional IRASelf$50K–$100KSame band
UALUnited Airlines Holdings, Inc.Morgan Stanley - Active Asset Account # 3Joint$50K–$100KSame band
VIP Portfolio 7.aOtherTusk Strategies Inc. Retirement PlanSpouse$50K–$100KNew
IJHiShares Core S&P Mid-Cap ETFFundMorgan Stanley - Portfolio ManagementJoint$50K–$100K▼ $100K–$250K
Allianz SE ADR (ALIZY)OtherMorgan Stanley - Select UMA Account # 1Joint$15K–$50K▲ $1K–$15K
Barclays - Savings AccountCashSelf$15K–$50K▲ $1K–$15K
BRK.BBerkshire Hathaway Inc. NewMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
BLKBlackRock, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
AVGOBroadcom Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
CAIBXCapital Income Builder Cl A ShsFundMorgan Stanley - SEP / Traditional IRASelf$15K–$50KSame band
SCHWCharles Schwab CorporationMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
CVXChevron CorporationMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
CINFCincinnati Financial CorporationMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
CSCOCisco Systems, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
GLWCorning IncorporatedMorgan Stanley - Select UMA Account # 1Joint$15K–$50KNew
DRIDarden Restaurants, Inc.Morgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
DBSDYDbs Group Holdings Ltd Ord American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
DLTRDollar Tree, Inc.Morgan Stanley - Active Asset Account # 3Joint$15K–$50K▲ $1K–$15K
DDominion Energy, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
LLYEli Lilly and CompanyMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
FASTFastenal CompanyMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
FXAIXFidelity 500 Index FundFundWells Fargo - SEP IRASelf$15K–$50KSame band
Fidelity CashCashFidelity BrokerageJoint$15K–$50KNew
FEMKXFidelity Emerging Markets FundFundTusk Strategies 401(k) Profit Sharing PlanSpouse$15K–$50KSame band
SPAXXFidelity Government Money Market FundFundFidelity BrokerageJoint$15K–$50KNew
Fidelity Intl Cap Appr Fd K6 CIOtherWPP - Vanguard - The Savings & Investment PlanSelf$15K–$50KNew
FSMDXFidelity Mid Cap Index FundFundTusk Strategies 401(k) Profit Sharing PlanSpouse$15K–$50KSame band
FFord Motor CompanyMorgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
RGESXGlobal Equity Fund Class SFundMorgan Stanley - Traditional IRASelf$15K–$50KSame band
GSGoldman Sachs Group, Inc.Morgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
HDHome Depot, Inc.Morgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
RINTXInternational Developed Markets Fund Class SFundMorgan Stanley - Traditional IRASelf$15K–$50KSame band
QQQInvesco QQQ Trust, Series 1FundMorgan Stanley - Active Asset Account # 1Self$15K–$50KSame band
QQQInvesco QQQ Trust, Series 1FundMorgan Stanley - Active Asset Account # 4Spouse$15K–$50KSame band
RSPInvesco S&P 500 Equal Weight ETFFundMorgan Stanley - SEP / Traditional IRASelf$15K–$50KNew
JPMorgan Chase Bank, N.ACashSelf$15K–$50KSame band
JNJJohnson & JohnsonMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
LOWLowe's Companies, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
MIEIXMFS Institutional Investors Trust - MFS Institutional International EqFundTusk Strategies 401(k) Profit Sharing PlanSpouse$15K–$50KNew
MLMMartin Marietta Materials, Inc.Morgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
MAMastercard IncorporatedMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
METAMeta Platforms, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50K▼ $250K–$500K
Morgan Stanley Bank N.A. #CashMorgan Stanley - Portfolio Management Active Assets AccountJoint$15K–$50K▼ $100K–$250K
MVRXXMorgan Stanley Insti Liquidity Fds, Government Portf Insti ClassFundMorgan Stanley - Active Asset Account # 2Joint$15K–$50KSame band
NSRGYNestle SA Sponsored ADR representing Registered Shares Series BMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
NFLXNetflix, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
NTDOYNintendo Co Ltd ADRMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
NSCNorfolk Southern CorporationMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
NOCNorthrop Grumman CorporationMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
PAYXPaychex, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
PFGCPerformance Food Group CompanyMorgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
PGRProgressive CorporationMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
DIASPDR Dow Jones Industrial Average ETFFundMorgan Stanley - Active Asset Account # 4Spouse$15K–$50KSame band
SPYSPDR S&P 500FundMorgan Stanley - Traditional IRASelf$15K–$50K▼ $100K–$250K
SBUXStarbucks CorporationMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
Synchrony BankCashSelf$15K–$50KSame band
SYFSynchrony FinancialMorgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
TSMTaiwan Semiconductor Manufacturing Company Ltd.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
TSLATesla, Inc.Morgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
TXNTexas Instruments IncorporatedMorgan Stanley - Select UMA Account # 1Joint$15K–$50KSame band
TSCOTractor Supply CompanyMorgan Stanley - Active Asset Account # 3Joint$15K–$50KSame band
Tusk Venture Partners III GP LLCPrivate businessSpouse$15K–$50K▲ $1K–$15K
VXFVanguard Extended Market ETFFundWealthfrontSelf$15K–$50KSame band
VWOVanguard FTSE Emerging Markets ETFFundWealthfrontSelf$15K–$50KSame band
VOOVanguard S&P 500 ETFFundWealthfrontSelf$15K–$50KSame band
VFORXVanguard Target Retirement 2040 FundFundColumbia University- Voluntary Retirement SavingsSpouse$15K–$50K▼ $250K–$500K
VFORXVanguard Target Retirement 2040 FundFundVanguard SEP IRASpouse$15K–$50K▼ $250K–$500K
WPPWPP plc American Depositary SharesSelf$15K–$50KSame band
AWSHXWashington Mutual Invs Fd Cl A ShsFundMorgan Stanley - SEP / Traditional IRASelf$15K–$50KSame band
Wells Fargo Bank AccountsCashSelf$15K–$50KSame band
Wells Fargo Bank AccountsCashAsbury Advisors LLCSelf$15K–$50KSame band
IVViShares Core S&P 500 ETFFundMorgan Stanley - Select UMA Account # 1Joint$15K–$50K▲ $1K–$15K
IWBiShares Russell 1000 ETFFundMorgan Stanley - Select UMA Account # 1Joint$15K–$50KNew
MMM3M CompanyMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AAGIYAIA Group, Ltd. Sponsored American Depository ReceiptMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AMCPXAMCAP Fund, Class A Shares AFundMorgan Stanley - Roth IRASelf$1K–$15KSame band
ASMLASML Holding N.V. - New York Registry SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
TAT&T Inc.Morgan Stanley - Active Asset Account # 3Joint$1K–$15KSame band
ABBVAbbVie Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
ABTAbbott LaboratoriesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AEISAdvanced Energy Industries, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
Adyen N V Unsponsored ADR (ADYEY)OtherMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AGIOAgios Pharmaceuticals, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ADCAgree Realty CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
APDAir Products and Chemicals, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $15K–$50K
ALCAlcon Inc. Ordinary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ALFVYAlfa-Laval Ab Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
ALGMAllegro MicroSystems, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ALLYAlly Financial Inc.Morgan Stanley - Active Asset Account # 3Joint$1K–$15KSame band
GOOGLAlphabet Inc. - Class AWealthfrontSelf$1K–$15KSame band
ABALXAmerican Balanced Fund, Class A ShsFundMorgan Stanley - Roth IRASelf$1K–$15KSame band
AIVSXAmerican Funds Investment Co of America AFundMorgan Stanley - Roth IRASelf$1K–$15KSame band
AIVSXAmerican Funds Investment Co of America AFundMorgan Stanley - Roth IRA SpouseSpouse$1K–$15KSame band
SMCWXAmerican Funds SMALLCAP World AFundMorgan Stanley - Roth IRASelf$1K–$15KSame band
SMCWXAmerican Funds SMALLCAP World AFundMorgan Stanley - SEP / Traditional IRASelf$1K–$15KSame band
ABCBAmeris BancorpMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
APHAmphenol CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
APPFAppFolio, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AAPLApple Inc.WealthfrontSelf$1K–$15KSame band
APPApplovin CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ARQTArcutis Biotherapeutics, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ANETArista Networks, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AORTArtivion, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ABGAsbury Automotive Group IncMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ASAZYAssa Abloy AB Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ATLKYAtlas Copco Ab Sponsored ADR repstg Class AMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ATRCAtriCure, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AZOAutoZone, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AVNTAvient CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
BCPCBalchem CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
BBVABanco Bilbao Vizcaya Argentaria S.A.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
BACBank of America CorporationWealthfrontSelf$1K–$15KSame band
BCRXBioCryst Pharmaceuticals, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
BXBlackstone Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
BKNGBooking Holdings Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
BOOTBoot Barn Holdings, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CBZCBIZ, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CSWCSW Industrials, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
CNICanadian National Railway CompanyMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CAIBXCapital Income Builder Cl A ShsFundMorgan Stanley - Roth IRA SpouseSpouse$1K–$15KSame band
CVNACarvana Co.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
CATYCathay General BancorpMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CENTACentral Garden & Pet Company - Class A Common Stock NonvotingMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SKYChampion Homes, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
GTLSChart Industries, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CHRDChord Energy CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CBChubb LimitedMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
CHGCYChugai Pharmaceutical Ltd Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CSCOCisco Systems, Inc.WealthfrontSelf$1K–$15KNew
NETCloudflare, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
KOCoca-Cola CompanyMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
CNSCohen & Steers IncMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
COLBColumbia Banking System, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
COSTCostco Wholesale CorporationWealthfrontSelf$1K–$15KSame band
BAPCredicorp Ltd.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CRNXCrinetics Pharmaceuticals, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
CCICrown Castle International Corp.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
DHID.R. Horton, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
DSCSYDISCO CORP UNSP /ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
Daifuku Co., Ltd ADR (DFKCY)OtherMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
DASTYDassault Systemes, S.A. American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
DASHDoorDash, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
DCODucommun IncorporatedMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
XNGSYEEN ENERGY HLDGS UNSP/ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
EPOAYEPIROC AKTIEBOLAG S/ADR AMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
ETNEaton Corporation, PLC Ordinary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
FICOFair Isaac CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
FDIVXFidelity Diversified International FundFundWells Fargo - SEP IRASelf$1K–$15KSame band
FSSNXFidelity Small Cap Index FundFundTusk Strategies 401(k) Profit Sharing PlanSpouse$1K–$15KNew
FWRGFirst Watch Restaurant Group, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
FMXFomento Economico Mexicano S.A.B. de C.V.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
Ford Interest AdvantageCashSelf$1K–$15KSame band
GTESGates Industrial Corporation plc Ordinary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
GMABGenmab A/S - American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
GBCIGlacier Bancorp, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
RGISXGlobal Infrastructure Fund Class SFundMorgan Stanley - Traditional IRASelf$1K–$15KSame band
RRESXGlobal Real Estate Securities Fund Class SFundMorgan Stanley - Traditional IRASelf$1K–$15KSame band
GMEDGlobus Medical, Inc. Class AMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
GSGoldman Sachs Group, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $15K–$50K
LOPEGrand Canyon Education, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
HSHCYHAIER SMART HOME U/ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
HDBHDFC Bank LimitedMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
HLNHaleon plc American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
HALOHalozyme Therapeutics, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
HQYHealthEquity, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
HDHome Depot, Inc.WealthfrontSelf$1K–$15KSame band
HMNHorace Mann Educators CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
HLIHoulihan Lokey, Inc. Class AMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ICUIICU Medical, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
IDAIDACORP, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ITTITT Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
IRTIndependence Realty Trust, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
INDBIndependent Bank Corp.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
INSMInsmed IncorporatedMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
INTAIntapp, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
IBAFXIntermediate Bond Fund of America, Class F-2 ShsFundDC College Savings - Dependent # 2Self$1K–$15KNew
IBMInternational Business Machines CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
INTUIntuit Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ISRGIntuitive Surgical, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $15K–$50K
JPMJP Morgan Chase & Co.WealthfrontSelf$1K–$15KSame band
JNJJohnson & JohnsonWealthfrontSelf$1K–$15KSame band
KMTUYKomatsu Ltd Ord American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AIQUYL'Air Liquide Ord American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
LRLCYL'Oreal Co. American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
LZBLa-Z-Boy IncorporatedMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
LRCXLam Research CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
LINLinde plc Ordinary ShareMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MTSIMACOM Technology Solutions Holdings, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MGYMagnolia Oil & Gas Corporation Class AMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MFCManulife Financial CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MKTXMarketAxess Holdings, Inc.Morgan Stanley - Active Asset Account # 3Joint$1K–$15K▼ $15K–$50K
MTDRMatador Resources CompanyMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MCDMcDonald's CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MCKMcKesson CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MEDPMedpace Holdings, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
MELIMercadoLibre, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
METAMeta Platforms, Inc. - Class AWealthfrontSelf$1K–$15KSame band
MTXMinerals Technologies Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
Morgan Stanley Bank N.A. #CashMorgan Stanley - Active Asset Account # 1Self$1K–$15KSame band
Morgan Stanley Bank N.A. #CashMorgan Stanley - Active Asset Account # 2Joint$1K–$15K▼ $100K–$250K
Morgan Stanley Bank N.A. #CashMorgan Stanley - Active Asset Account # 3Joint$1K–$15K▼ $100K–$250K
Morgan Stanley Bank N.A. #CashMorgan Stanley - Portfolio ManagementJoint$1K–$15K▼ $100K–$250K
Morgan Stanley Bank N.A. #CashMorgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $100K–$250K
Morgan Stanley Bank N.A. #CashMorgan Stanley - SEP / Traditional IRASelf$1K–$15KSame band
MVRXXMorgan Stanley Insti Liquidity Fds, Government Portf Insti ClassFundMorgan Stanley - Traditional IRASelf$1K–$15K▼ $15K–$50K
NVDANVIDIA CorporationWealthfrontSelf$1K–$15KSame band
NTRANatera, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
NHINational Health Investors, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
ANWPXNew Perspective Fund, Class A SharesFundMorgan Stanley - Roth IRASelf$1K–$15KSame band
NWENorthWestern CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
NOVTNovanta Inc. - Common SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
NVZMYNovozymes A/S Unsponsored American Depositary ReceiptMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
OCFCOceanFirst Financial Corp.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ORCLOracle CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
OXMOxford Industries, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
PNGAYPING AN INS CO OF CHINAMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TLKPT Telekomunikasi Indonesia, TbkMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
PANWPalo Alto Networks, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
PATKPatrick Industries, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
PWPPerella Weinberg PartnersMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
PHRPhreesia, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
PRIMPrimoris Services CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
QPG Ambassador Investors LLCPrivate businessSelf$1K–$15KSame band
PWRQuanta Services, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
ROLLRBC Bearings IncorporatedMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
RTXRTX CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
RVLVRevolve Group, Inc. Class AMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
RIORio Tinto PlcMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
RHHBYRoche Holdings AG Basel American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
RHPRyman Hospitality Properties, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SAPSAP SE ADSMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SPXCSPX CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SBGSYSchneider Electric SE Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SNDRSchneider National, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SBCFSeacoast Banking Corporation of FloridaMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
NOWServiceNow, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $15K–$50K
SHELShell PLC American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SGIOYShionogi & Co Ltd Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SHOPShopify Inc. Class A Subordinate Voting SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SLGNSilgan Holdings Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SLABSilicon Laboratories, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SNOWSnowflake Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
SONVYSonova Holding AG Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SONYSony Group Corporation American Depositary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SPOTSpotify Technology S.A. Ordinary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
STAGStag Industrial, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
STRLSterling Infrastructure, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SFStifel Financial CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SUPNSupernus Pharmaceuticals, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SYIEYSymrise Ag Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
SNPSSynopsys, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TELTE Connectivity plc Ordinary SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $15K–$50K
TTNDYTECHTRONIC INDUS LTD ADRMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TNDMTandem Diabetes Care, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TCEHYTencent Holdings Limited Unsponsored ADR Representing B SharesMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TCBITexas Capital Bancshares, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TXRHTexas Roadhouse, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
DSGXThe Descartes Systems Group Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AGTHXThe Growth Fund of America Class A SharesFundMorgan Stanley - Roth IRA SpouseSpouse$1K–$15KSame band
COCOThe Vita Coco Company, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TTTrane Technologies plcMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TDGTransdigm Group IncorporatedMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
TPHTri Pointe Homes, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
Tusk Venture Partners II GP, LLCPrivate businessSpouse$1K–$15KSame band
RLESXU.S. Small Cap Equity Fund Class SFundMorgan Stanley - Traditional IRASelf$1K–$15KSame band
UFPIUFP Industries, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
UMBFUMB Financial CorporationMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
UBERUber Technologies, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
VLYValley National BancorpMorgan Stanley - Active Asset Account # 3Joint$1K–$15KSame band
VIGVanguard Div Appreciation ETFFundWealthfrontSelf$1K–$15KNew
VEUVanguard FTSE All World Ex US ETFFundMorgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $15K–$50K
VEAVanguard FTSE Developed Markets ETFFundWealthfrontSelf$1K–$15KSame band
VUGVanguard Growth ETFFundMorgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
VTEBVanguard Tax-Exempt Bond ETFFundWealthfrontSelf$1K–$15KSame band
VCYTVeracyte, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
VIAVViavi Solutions Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
VVisa Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KNew
VVisa Inc.WealthfrontSelf$1K–$15KNew
GWWW.W. Grainger, Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
WMTWalmart Inc.Morgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
AWSHXWashington Mutual Invs Fd Cl A ShsFundMorgan Stanley - Roth IRASelf$1K–$15K▼ $15K–$50K
Wells Fargo Bank, N.A.CashWells Fargo - BrokerageSelf$1K–$15KSame band
Wells Fargo Bank, N.A.CashWells Fargo - BrokerageJoint$1K–$15KSame band
Wells Fargo Bank, N.A.CashWells Fargo - SEP IRASelf$1K–$15KSame band
DGROiShares Core Dividend Growth ETFFundWealthfrontSelf$1K–$15KSame band
IEMGiShares Core MSCI Emerging Markets ETFFundWealthfrontSelf$1K–$15KSame band
EFAiShares MSCI EAFE ETFFundMorgan Stanley - Traditional IRASelf$1K–$15KSame band
MUBiShares National Muni Bond ETFFundWealthfrontSelf$1K–$15KNew
IWFiShares Russell 1000 Growth ETFFundMorgan Stanley - Select UMA Account # 1Joint$1K–$15K▼ $15K–$50K
IWMiShares Russell 2000 ETFFundMorgan Stanley - Select UMA Account # 1Joint$1K–$15KSame band
EPACEnerpac Tool Group Corp.Morgan Stanley - Select UMA Account # 1Joint$0–$1K▼ $1K–$15K
SSMXYSysmex Corporation Unsponsored ADRMorgan Stanley - Select UMA Account # 1Joint$0–$1K▼ $1K–$15K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

DC College Savings 2025 Portfolio $100K–$250K
DC College Savings 2028 Portfolio $100K–$250K
Tusk Venture Partners I GP, LLC $100K–$250K
T Rowe Price Inc Mid Cap Eq GR $50K–$100K
U.S. Large Cap Equity Portfolio $50K–$100K
U.S. Small Cap Equity Portfolio $50K–$100K
VIP Portfolio $50K–$100K
AmerFunds Euro Pacific GR R6 $15K–$50K
DEO Diageo plc $15K–$50K
Fidelity Cash $15K–$50K
SPAXX Fidelity Government Money Market Fund $15K–$50K
FIS Fidelity National Information Services, Inc. $15K–$50K
MRK Merck & Company, Inc. $15K–$50K
OANIX Oakmark International Fund Institutional Class $15K–$50K
UPS United Parcel Service, Inc. $15K–$50K
VTI Vanguard Total Stock Market ETF $15K–$50K
WFRPX Wealthfront Risk Parity Fund Class W $15K–$50K
AKAM Akamai Technologies, Inc. $1K–$15K
AZTA Azenta, Inc. $1K–$15K
BHP BHP Group Limited American Depositary Shares $1K–$15K
SQ Block, Inc. Class A Common Stock, $1K–$15K
CHX ChampionX Corporation $1K–$15K
COP ConocoPhillips $1K–$15K
EW Edwards Lifesciences Corporation $1K–$15K
DAVA Endava plc American Depositary Shares $1K–$15K
Epiroc Aktiebolag ADR (EPOKY) $1K–$15K
FIS Fidelity National Information Services, Inc. $1K–$15K
FLYW Flywire Corporation - Voting $1K–$15K
HLMN Hillman Solutions Corp. $1K–$15K
HUBS HubSpot, Inc. $1K–$15K

Source filings

Every report we read for this page · newest first

Sep 14, 2026 Periodic transaction report 7 trades View original
Aug 10, 2026 Periodic transaction report 13 trades View original
Aug 10, 2026 2025 annual report 395 assets View original
Jul 7, 2026 Periodic transaction report 7 trades View original
Jun 3, 2026 Periodic transaction report 20 trades View original
May 19, 2026 Periodic transaction report 26 trades View original
Apr 8, 2026 Periodic transaction report 18 trades View original
Mar 16, 2026 Periodic transaction report 16 trades View original
Feb 26, 2026 Periodic transaction report 6 trades View original
Jan 14, 2026 Periodic transaction report 9 trades View original
Dec 29, 2025 Periodic transaction report 8 trades View original
Nov 17, 2025 Periodic transaction report 4 trades View original
Oct 15, 2025 Periodic transaction report 10 trades View original
Sep 5, 2025 Periodic transaction report 5 trades View original
Aug 11, 2025 Periodic transaction report 7 trades View original
Aug 11, 2025 2024 annual report 437 assets View original
Jul 16, 2025 Periodic transaction report 18 trades View original
Jun 11, 2025 Periodic transaction report 24 trades View original
May 14, 2025 Periodic transaction report 118 trades View original
Apr 10, 2025 Periodic transaction report 48 trades View original
Mar 6, 2025 Periodic transaction report 60 trades View original
Feb 10, 2025 Periodic transaction report 81 trades View original
Jan 14, 2025 Periodic transaction report 55 trades View original
Dec 5, 2024 Periodic transaction report 37 trades View original
Nov 6, 2024 Periodic transaction report 49 trades View original
Oct 3, 2024 Periodic transaction report 52 trades View original
Sep 11, 2024 Periodic transaction report 32 trades View original
Aug 15, 2024 Periodic transaction report 57 trades View original
Aug 13, 2024 2023 annual report 428 assets View original
Jul 9, 2024 Periodic transaction report 120 trades View original
Jun 8, 2024 Periodic transaction report 32 trades View original
May 15, 2024 Periodic transaction report 29 trades View original
Apr 7, 2024 Periodic transaction report 33 trades View original
Mar 7, 2024 Periodic transaction report 42 trades View original
Feb 15, 2024 Periodic transaction report 37 trades View original
Jan 7, 2024 Periodic transaction report 42 trades View original
Dec 8, 2023 Periodic transaction report 33 trades View original
Nov 11, 2023 Periodic transaction report 57 trades View original
Oct 15, 2023 Periodic transaction report 53 trades View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.