
Josh Gottheimer
STOCK Act filings · simulated, not advice.
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/14/2018 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation Common Stock (MCD) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 09/25/2026 | 10/07/2026 | -11.2% vs SPY -13.4% | -11.0% vs SPY -13.6% | 20035590 |
AMAT Applied Materials, Inc. - Common Stock (AMAT) | Sale Owner: Joint | $1,001 - $15,000 | 09/15/2026 | 10/07/2026 | +9.3% vs SPY +9.2% | +25.1% vs SPY +22.5% | 20035590 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale Owner: Joint | $500,001 - $1,000,000 | 08/14/2026 | 09/14/2026 | -5.4% vs SPY -8.0% | -4.8% vs SPY -5.0% | 20035455 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale Owner: Joint | $250,001 - $500,000 | 08/14/2026 | 09/14/2026 | -5.4% vs SPY -8.0% | -4.8% vs SPY -5.0% | 20035455 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Joint | $500,001 - $1,000,000 | 08/14/2026 | 09/14/2026 | +5.4% vs SPY +8.0% | +4.8% vs SPY +5.0% | 20035455 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Joint | $250,001 - $500,000 | 08/14/2026 | 09/14/2026 | +5.4% vs SPY +8.0% | +4.8% vs SPY +5.0% | 20035455 |
QSR Restaurant Brands International Inc. Common Shares (QSR) | Purchase Owner: Joint | $1,001 - $15,000 | 08/06/2026 | 09/14/2026 | +2.8% vs SPY +4.4% | -0.7% vs SPY -0.5% | 20035455 |
Unmapped Republic Services, Inc. Common | Purchase Owner: Joint | $1,001 - $15,000 | 08/06/2026 | 09/14/2026 | n/a | n/a | 20035455 |
AMAT Applied Materials, Inc. - Common Stock (AMAT) | Purchase Owner: Joint | $1,001 - $15,000 | 08/06/2026 | 09/14/2026 | -27.5% vs SPY -25.9% | -9.3% vs SPY -9.2% | 20035455 |
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) | Purchase Owner: Joint | $1,001 - $15,000 | 07/24/2026 | 08/10/2026 | -9.1% vs SPY -11.5% | -14.5% vs SPY -12.6% | 20035186 |
GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM) | Purchase Owner: Joint | $1,001 - $15,000 | 07/24/2026 | 08/10/2026 | -9.3% vs SPY -11.6% | -14.8% vs SPY -12.9% | 20035186 |
CCI Crown Castle Inc. Common Stock (CCI) | Sale Owner: Joint | $1,001 - $15,000 | 07/23/2026 | 08/10/2026 | -17.8% vs SPY -15.3% | -19.3% vs SPY -21.1% | 20035186 |
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) | Purchase Owner: Joint | $1,001 - $15,000 | 07/23/2026 | 08/10/2026 | -9.3% vs SPY -11.7% | -14.5% vs SPY -12.6% | 20035186 |
SAIL SailPoint Technologies Holdings, Inc. (SAIL) | Purchase Owner: Joint | $1,001 - $15,000 | 07/20/2026 | 08/10/2026 | +24.8% vs SPY +22.9% | -0.4% vs SPY +1.5% | 20035186 |
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) | Purchase Owner: Joint | $1,001 - $15,000 | 07/20/2026 | 08/10/2026 | +4.9% vs SPY +3.0% | +4.7% vs SPY +6.5% | 20035186 |
MNST Monster Beverage Corporation - Common Stock (MNST) | Purchase Owner: Joint | $1,001 - $15,000 | 07/17/2026 | 08/10/2026 | -3.2% vs SPY -5.0% | +3.6% vs SPY +5.5% | 20035186 |
GTLS Chart Industries, Inc. (GTLS) | Sale Owner: Joint | $1,001 - $15,000 | 07/17/2026 | 08/10/2026 | n/a | n/a | 20035186 |
IBM International Business Machines Corporation Common Stock (IBM) | Sale Owner: Joint | $1,001 - $15,000 | 07/16/2026 | 08/10/2026 | -15.0% vs SPY -14.2% | -4.9% vs SPY -6.7% | 20035186 |
PANW Palo Alto Networks, Inc. (PANW) | Purchase Owner: Joint | $1,001 - $15,000 | 07/16/2026 | 08/10/2026 | -1.1% vs SPY -1.8% | -8.8% vs SPY -6.9% | 20035186 |
IBM International Business Machines Corporation Common Stock (IBM) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 07/15/2026 | 08/10/2026 | -19.2% vs SPY -19.1% | -4.9% vs SPY -6.7% | 20035186 |
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | Purchase Owner: Joint | $1,001 - $15,000 | 07/15/2026 | 08/10/2026 | +18.3% vs SPY +18.1% | +10.3% vs SPY +12.1% | 20035186 |
FN Fabrinet Ordinary Shares (FN) | Sale Owner: Joint | $1,001 - $15,000 | 07/14/2026 | 08/10/2026 | +24.7% vs SPY +25.3% | +30.9% vs SPY +29.0% | 20035186 |
NTDOY Nintendo Co Ltd ADR (NTDOY) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 06/17/2026 | 07/07/2026 | -15.5% vs SPY -13.2% | -18.8% vs SPY -17.3% | 20034938 |
INSM Insmed Incorporated - Common Stock (INSM) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 06/10/2026 | 07/07/2026 | -13.7% vs SPY -9.2% | +10.4% vs SPY +11.8% | 20034938 |
NVZMY NOVONESIS B UNSP/ADR (NVZMY) | Sale Owner: Joint | $1,001 - $15,000 | 06/01/2026 | 07/07/2026 | -18.1% vs SPY -18.1% | -7.2% vs SPY -5.7% | 20034938 |
NSRGY NESTLE S.A S/ADR (NSRGY) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 06/01/2026 | 07/07/2026 | -4.0% vs SPY -4.1% | +1.1% vs SPY +2.5% | 20034938 |
BKNG Booking Holdings Inc. - Common Stock (BKNG) | Sale Owner: Joint | $1,001 - $15,000 | 06/01/2026 | 07/07/2026 | +7.6% vs SPY +7.5% | +10.5% vs SPY +11.9% | 20034938 |
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sale Owner: Joint | $1,001 - $15,000 | 06/01/2026 | 07/07/2026 | +19.2% vs SPY +19.2% | +7.9% vs SPY +9.4% | 20034938 |
ADC Agree Realty Corporation Common Stock (ADC) | Sale Owner: Joint | $1,001 - $15,000 | 06/01/2026 | 07/07/2026 | +3.2% vs SPY +3.2% | +10.3% vs SPY +11.7% | 20034938 |
ABT Abbott Laboratories Common Stock (ABT) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 05/27/2026 | 06/03/2026 | -29.4% vs SPY -28.4% | -22.1% vs SPY -22.0% | 20034693 |
LITE Lumentum Holdings Inc. - Common Stock (LITE) | Purchase Owner: Joint | $1,001 - $15,000 | 05/22/2026 | 06/03/2026 | -28.2% vs SPY -29.9% | -28.0% vs SPY -28.2% | 20034693 |
INTU Intuit Inc. - Common Stock (INTU) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 05/22/2026 | 06/03/2026 | -8.7% vs SPY -7.0% | -15.2% vs SPY -15.1% | 20034693 |
MU Micron Technology, Inc. - Common Stock (MU) | Purchase Owner: Joint | $1,001 - $15,000 | 05/21/2026 | 06/03/2026 | +12.2% vs SPY +10.2% | -14.1% vs SPY -14.3% | 20034693 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Purchase Owner: Joint | $1,001 - $15,000 | 05/19/2026 | 06/03/2026 | +1.9% vs SPY -1.4% | -1.8% vs SPY -1.9% | 20034693 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Joint | $500,001 - $1,000,000 | 05/19/2026 | 06/03/2026 | +25.3% vs SPY +22.0% | +21.9% vs SPY +21.8% | 20034693 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Joint | $250,001 - $500,000 | 05/19/2026 | 06/03/2026 | +25.3% vs SPY +22.0% | +21.9% vs SPY +21.8% | 20034693 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale Owner: Joint | $500,001 - $1,000,000 | 05/19/2026 | 06/03/2026 | -25.3% vs SPY -22.0% | -21.9% vs SPY -21.8% | 20034693 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale Owner: Joint | $250,001 - $500,000 | 05/19/2026 | 06/03/2026 | -25.3% vs SPY -22.0% | -21.9% vs SPY -21.8% | 20034693 |
TPH Tri Pointe Homes, Inc. Common Stock (TPH) | Sale Owner: Joint | $1,001 - $15,000 | 05/15/2026 | 06/03/2026 | n/a | n/a | 20034693 |
PANW Palo Alto Networks, Inc. (PANW) | Purchase Owner: Joint | $1,001 - $15,000 | 05/14/2026 | 06/03/2026 | +47.0% vs SPY +45.7% | +25.4% vs SPY +25.3% | 20034693 |
NSRGY NESTLE S.A S/ADR (NSRGY) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 05/14/2026 | 06/03/2026 | -4.5% vs SPY -3.2% | -5.8% vs SPY -5.6% | 20034693 |
SNDK Sandisk Corporation - Common Stock When-Issued (SNDK) | Purchase Owner: Joint | $1,001 - $15,000 | 05/07/2026 | 06/03/2026 | -15.9% vs SPY -19.6% | -36.0% vs SPY -36.1% | 20034693 |
AMD Advanced Micro Devices, Inc. (AMD) | Purchase Owner: Joint | $1,001 - $15,000 | 05/05/2026 | 06/03/2026 | +36.2% vs SPY +31.5% | -7.5% vs SPY -7.7% | 20034693 |
NSRGY NESTLE S.A S/ADR (NSRGY) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 05/05/2026 | 06/03/2026 | -3.0% vs SPY +1.8% | -5.8% vs SPY -5.6% | 20034693 |
ABBV AbbVie Inc. Common Stock (ABBV) | Sale Owner: Joint | $1,001 - $15,000 | 05/05/2026 | 06/03/2026 | -40.6% vs SPY -35.9% | -28.8% vs SPY -28.7% | 20034693 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 05/04/2026 | 06/03/2026 | -18.9% vs SPY -13.3% | -16.4% vs SPY -16.2% | 20034693 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 05/04/2026 | 06/03/2026 | -18.9% vs SPY -13.3% | -16.4% vs SPY -16.2% | 20034693 |
TWLO Twilio Inc. Class A Common Stock (TWLO) | Purchase Owner: Joint | $1,001 - $15,000 | 05/04/2026 | 06/03/2026 | +12.7% vs SPY +7.1% | -9.7% vs SPY -9.8% | 20034693 |
FN Fabrinet Ordinary Shares (FN) | Purchase Owner: Joint | $1,001 - $15,000 | 05/01/2026 | 06/03/2026 | -48.6% vs SPY -53.8% | -49.2% vs SPY -49.3% | 20034693 |
MMM 3M Company Common Stock (MMM) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 04/28/2026 | 05/19/2026 | -22.4% vs SPY -15.9% | -19.3% vs SPY -17.1% | 20034585 |
AMD Advanced Micro Devices, Inc. (AMD) | Purchase Owner: Joint | $1,001 - $15,000 | 04/27/2026 | 05/19/2026 | +44.6% vs SPY +38.6% | +8.1% vs SPY +5.8% | 20034585 |
NOW ServiceNow, Inc. Common Stock (NOW) | Sale Owner: Joint | $1,001 - $15,000 | 04/24/2026 | 05/19/2026 | -21.1% vs SPY -14.9% | -5.7% vs SPY -3.4% | 20034585 |
IBM International Business Machines Corporation Common Stock (IBM) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 04/24/2026 | 05/19/2026 | -9.4% vs SPY -3.2% | -11.9% vs SPY -9.6% | 20034585 |
AMD Advanced Micro Devices, Inc. (AMD) | Purchase Owner: Joint | $1,001 - $15,000 | 04/23/2026 | 05/19/2026 | +58.5% vs SPY +51.5% | +8.1% vs SPY +5.8% | 20034585 |
Unmapped Goldman Sachs Group, Inc. (GS) | Purchase Owner: Joint | $1,001 - $15,000 | 04/16/2026 | 05/19/2026 | n/a | n/a | 20034585 |
FCX Freeport-McMoRan, Inc. Common Stock (FCX) | Purchase Owner: Joint | $1,001 - $15,000 | 04/15/2026 | 05/19/2026 | -9.7% vs SPY -18.0% | +1.9% vs SPY -0.3% | 20034585 |
INTA Intapp, Inc. - Common Stock (INTA) | Purchase Owner: Joint | $1,001 - $15,000 | 04/13/2026 | 05/19/2026 | +112.2% vs SPY +101.7% | +113.7% vs SPY +111.5% | 20034585 |
IFNNY Infineon Technologies AG (IFNNY) | Purchase Owner: Joint | $1,001 - $15,000 | 04/13/2026 | 05/19/2026 | +14.9% vs SPY +4.4% | -26.4% vs SPY -28.7% | 20034585 |
HDB HDFC Bank Limited Common Stock (HDB) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 04/13/2026 | 05/19/2026 | +14.0% vs SPY +24.5% | +6.4% vs SPY +8.7% | 20034585 |
F Ford Motor Company Common Stock (F) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | -2.9% vs SPY +8.6% | +5.9% vs SPY +8.2% | 20034585 |
DLTR Dollar Tree, Inc. - Common Stock (DLTR) | Sale Owner: Joint | $1,001 - $15,000 | 04/09/2026 | 05/19/2026 | -30.7% vs SPY -19.2% | -43.4% vs SPY -41.1% | 20034585 |
DRI Darden Restaurants, Inc. Common Stock (DRI) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | -14.4% vs SPY -2.9% | -13.0% vs SPY -10.7% | 20034585 |
T AT&T Inc. (T) | Sale Owner: Joint | $1,001 - $15,000 | 04/09/2026 | 05/19/2026 | +17.5% vs SPY +29.0% | +12.1% vs SPY +14.4% | 20034585 |
ALLY Ally Financial Inc. Common Stock (ALLY) | Sale Owner: Joint | $1,001 - $15,000 | 04/09/2026 | 05/19/2026 | +7.2% vs SPY +18.7% | +9.6% vs SPY +11.9% | 20034585 |
VLY Valley National Bancorp (VLY) | Sale Owner: Joint | $1,001 - $15,000 | 04/09/2026 | 05/19/2026 | -9.4% vs SPY +2.1% | -8.5% vs SPY -6.2% | 20034585 |
TSCO Tractor Supply Company - Common Stock (TSCO) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | +21.9% vs SPY +33.4% | -12.4% vs SPY -10.1% | 20034585 |
SYF Synchrony Financial Common Stock (SYF) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | -4.6% vs SPY +6.9% | -4.8% vs SPY -2.5% | 20034585 |
PFGC Performance Food Group Company Common Stock (PFGC) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | -8.7% vs SPY +2.8% | -2.0% vs SPY +0.3% | 20034585 |
MLM Martin Marietta Materials, Inc. Common Stock (MLM) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | +12.8% vs SPY +24.3% | -0.6% vs SPY +1.6% | 20034585 |
MKTX MarketAxess Holdings, Inc. - Common Stock (MKTX) | Sale Owner: Joint | $1,001 - $15,000 | 04/09/2026 | 05/19/2026 | +3.1% vs SPY +14.6% | -20.8% vs SPY -18.5% | 20034585 |
HD Home Depot, Inc. (HD) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | +0.3% vs SPY +11.8% | -9.0% vs SPY -6.8% | 20034585 |
Unmapped Goldman Sachs Group, Inc. (GS) | Sale Owner: Joint | $15,001 - $50,000 | 04/09/2026 | 05/19/2026 | n/a | n/a | 20034585 |
FWRG First Watch Restaurant Group, Inc. - Common Stock (FWRG) | Purchase Owner: Joint | $1,001 - $15,000 | 04/06/2026 | 05/19/2026 | +20.0% vs SPY +4.9% | +24.2% vs SPY +22.0% | 20034585 |
CBZ CBIZ, Inc. Common Stock (CBZ) | Purchase Owner: Joint | $1,001 - $15,000 | 04/06/2026 | 05/19/2026 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20034585 |
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | Purchase Owner: Joint | $1,001 - $15,000 | 04/06/2026 | 05/19/2026 | +4.2% vs SPY -10.8% | +0.5% vs SPY -1.8% | 20034585 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Joint | $500,001 - $1,000,000 | 03/25/2026 | 04/08/2026 | +41.0% vs SPY +25.6% | +40.2% vs SPY +28.7% | 20034305 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Joint | $50,001 - $100,000 | 03/25/2026 | 04/08/2026 | +41.0% vs SPY +25.6% | +40.2% vs SPY +28.7% | 20034305 |
FN Fabrinet Ordinary Shares (FN) | Purchase Owner: Joint | $1,001 - $15,000 | 03/24/2026 | 04/08/2026 | -39.5% vs SPY -55.6% | -41.2% vs SPY -52.7% | 20034305 |
XNGSY EEN ENERGY HLDGS UNSP/ADR (XNGSY) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 03/24/2026 | 04/08/2026 | +17.8% vs SPY +33.8% | +20.6% vs SPY +32.2% | 20034305 |
CCI Crown Castle Inc. Common Stock (CCI) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 03/24/2026 | 04/08/2026 | -13.1% vs SPY +3.0% | -2.6% vs SPY +8.9% | 20034305 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.