U.S. Representative
Josh Gottheimer
DHouseNew Jersey · District 05
U.S. Representative (D) for New Jersey, 51 years old.
Tenure
Representative since 2017
Born
North Caldwell, Essex County, N.J., 1975
Full biography
GOTTHEIMER, Josh S., a Representative from New Jersey; born in North Caldwell, Essex County, N.J., March 8, 1975; graduated from West Essex Senior High School, North Caldwell, N.J., 1993; B.A., University of Pennsylvania, Philadelphia, Pa., 1997; J.D., Harvard Law School, Cambridge, Mass., 2004; special assistant and speechwriter for President William J. Clinton, 1998-2001; staff, Wesley Clark presidential campaign, 2004; staff, John Kerry presidential campaign, 2004; business executive; senior counselor to the chairman of the Federal Communications Commission, 2010-2012; elected as a Democrat to the One Hundred Fifteenth and to the four succeeding Congresses (January 3, 2017-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
Return YTD
Up 12.9%
Net Profit YTD
+$22.6K
▲ Beating S&P 500 by 3.4 pts
59 priced trades counted
Profitable trades
27%
House rank
#14/85
100
Total trades
$1.5M
Volume YTD
70d
Avg hold
47
Conflicts
Track record by window
Year to date
+$22.6K
+12.9%
Gross flow$1.5M
Trades62
Bought / Sold25·37
Open book40%
Public-record gap+13.9%
1 year
+$26.9K
+7.9%
Gross flow$1.9M
Trades115
Bought / Sold42·73
Open book37%
Public-record gap+6.6%
5 years
+$4.4M
+44.6%
Gross flow$236.8M
Trades2111
Bought / Sold852·1259
Open book40%
Public-record gap+43.1%
Best call · 1Y
↑bought
Broadcom (AVGO)+$6.6K(+82.5%)
Bought at $264.65 on Jun 25, 2025 · now $483.00
Worst call · 1Y
↑bought
Carvana (CVNA)−$6.4K(-79.7%)
Bought at $319.89 on Jun 20, 2025 · now $64.94
Disclosed trades · 100
All filings →●Filed May 19, 2026·traded Apr 28, 2026
↓sold
JT 3M Company Common Stock (MMM)(MMM)$1K-$15K
21 days to disclose
Flat·+0.0%
+1.9% vs S&P 500●Filed May 19, 2026·traded Apr 27, 2026
↑bought
JT Advanced Micro Devices, Inc. (AMD)(AMD)$1K-$15K
22 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$4.3K+53.7%
+38.4% vs S&P 500●Filed May 19, 2026·traded Apr 24, 2026
↓sold
JT ServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+15.6% vs S&P 500●Filed May 19, 2026·traded Apr 24, 2026
↓sold
Corporation Common Stock (IBM)(IBM)$1K-$15K
25 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+15.6% vs S&P 500●Filed May 19, 2026·traded Apr 23, 2026
↑boughtJT Advanced Micro Devices, Inc. (AMD)(AMD)$1K-$15K
26 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$5.5K+68.5%
+49.7% vs S&P 500●Filed May 19, 2026·traded Apr 15, 2026
↑bought
F
Stock (FCX)(FCX)$1K-$15K34 days to disclose
Good buy·+$317+4.0%
+3.9% vs S&P 500●Filed May 19, 2026·traded Apr 13, 2026
↑bought
JT Home Depot, Inc. (HD)(HD)$1K-$15K
36 days to disclose
⚑ Consumer Cyclical · Capital MarketsBad buy·−$747-9.3%
−14.2% vs S&P 500●Filed May 19, 2026·traded Apr 13, 2026
↑bought
I
JT Intapp, Inc. - Common Stock (INTA)(INTA)$1K-$15K36 days to disclose
Good buy·+$1.4K+17.2%
+7.8% vs S&P 500●Filed May 19, 2026·traded Apr 13, 2026
↓sold
H
JT HDFC Bank Limited Common Stock (HDB)(HDB)$1K-$15K36 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+0.4% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
A
(ALLY)(ALLY)$1K-$15K40 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+1.0% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
Stock (TSCO)(TSCO)$15K-$50K
40 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+6.0% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
S
JT Synchrony Financial Common Stock (SYF)(SYF)$15K-$50K40 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
+1.0% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
P
Common Stock (PFGC)(PFGC)$15K-$50K40 days to disclose
Flat·+0.0%
●Filed May 19, 2026·traded Apr 9, 2026
↓sold
M
Common Stock (MLM)(MLM)$15K-$50K40 days to disclose
Flat·+0.0%
−0.5% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
M
Common Stock (MKTX)(MKTX)$1K-$15K40 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+1.0% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
JT Goldman Sachs Group, Inc. (GS)(GS)$15K-$50K
40 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+1.0% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
F
JT Ford Motor Company Common Stock (F)(F)$15K-$50K40 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+6.0% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
D
(DLTR)(DLTR)$1K-$15K40 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+6.0% vs S&P 500●Filed May 19, 2026·traded Apr 9, 2026
↓sold
D
Stock (DRI)(DRI)$15K-$50K40 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+6.0% vs S&P 500●Filed May 19, 2026·traded Apr 6, 2026
↑bought
JT AT&T Inc. (T)(T)$1K-$15K
43 days to disclose
⚑ Telecom · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$1.1K-13.9%
−17.3% vs S&P 500●Filed May 19, 2026·traded Apr 6, 2026
↑bought
F
Common Stock (FWRG)(FWRG)$1K-$15K43 days to disclose
⚑ Consumer Cyclical · Capital MarketsBad buy·−$644-8.1%
−17.6% vs S&P 500●Filed May 19, 2026·traded Apr 6, 2026
↑bought
N
shares (NTES)(NTES)$1K-$15K43 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$916+11.4%
−23.9% vs S&P 500●Filed Apr 8, 2026·traded Mar 25, 2026
↑bought
Stock (MSFT)(MSFT)$50K-$100K
14 days to discloseOption
Good buy·+$8.7K+11.6%
Call options · Strike $325 · Expires Jun 18, 2026 (85 days from purchase)
●Filed Apr 8, 2026·traded Mar 25, 2026
↑boughtStock (MSFT)(MSFT)$500K-$1M
14 days to discloseOption
Good buy·+$86.8K+11.6%
Call options · Strike $320 · Expires Jun 18, 2026 (85 days from purchase)
●Filed Apr 8, 2026·traded Mar 24, 2026
↓sold
Crown Castle Inc. Common Stock (CCI)(CCI)$1K-$15K
15 days to discloseJoint
⚑ Real Estate · Committee on Financial ServicesFlat·+0.0%
+11.0% vs S&P 500●Filed Apr 8, 2026·traded Mar 24, 2026
↓sold
X
(XNGSY)(XNGSY)$1K-$15K15 days to disclose
Flat·+0.0%
−4.9% vs S&P 500●Filed Apr 8, 2026·traded Mar 12, 2026
↓sold
I
Intapp, Inc. - Common Stock (INTA)(INTA)$1K-$15K27 days to discloseJoint
Flat·+0.0%
+12.7% vs S&P 500●Filed Apr 8, 2026·traded Mar 12, 2026
↓sold
A
Alcon Inc. Ordinary Shares (ALC)(ALC)$1K-$15K27 days to discloseJoint
Flat·+0.0%
+12.7% vs S&P 500●Filed Apr 8, 2026·traded Mar 12, 2026
↓sold
L
Stock (LZB)(LZB)$1K-$15K27 days to disclose
Flat·+0.0%
+12.7% vs S&P 500●Filed Apr 8, 2026·traded Mar 12, 2026
↓sold
H
JT HDFC Bank Limited Common Stock (HDB)(HDB)$1K-$15K27 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+6.2% vs S&P 500●Filed Apr 8, 2026·traded Mar 12, 2026
↓sold
I
Infineon Technologies AG (IFNNY)(IFNNY)$1K-$15K27 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+34.3% vs S&P 500●Filed Apr 8, 2026·traded Mar 10, 2026
↑bought
S
Ordinary Share (SE)(SE)$1K-$15K29 days to disclose
Good buy·+$125+1.6%
−9.3% vs S&P 500●Filed Apr 8, 2026·traded Mar 6, 2026
↑boughtServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
33 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$212+2.7%
−32.2% vs S&P 500●Filed Apr 8, 2026·traded Mar 5, 2026
↓sold
F
Common Stock (FWRG)(FWRG)$1K-$15K34 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+2.5% vs S&P 500●Filed Apr 8, 2026·traded Mar 5, 2026
↓sold
N
shares (NTES)(NTES)$1K-$15K34 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+32.1% vs S&P 500●Filed Apr 8, 2026·traded Mar 5, 2026
↓sold
P
Phreesia, Inc. Common Stock (PHR)(PHR)$1K-$15K34 days to discloseJoint
Flat·+0.0%
+10.2% vs S&P 500●Filed Apr 8, 2026·traded Mar 5, 2026
↓sold
C
CBIZ, Inc. Common Stock (CBZ)(CBZ)$1K-$15K34 days to disclose
Flat·+0.0%
+10.2% vs S&P 500●Filed Apr 8, 2026·traded Mar 5, 2026
↑bought
A
Common Stock (APD)(APD)$1K-$15K34 days to disclose
Good buy·+$691+8.6%
+7.5% vs S&P 500●Filed Apr 8, 2026·traded Mar 5, 2026
↓sold
C
Common Stock (COLB)(COLB)$1K-$15K34 days to disclose
Flat·+0.0%
+10.2% vs S&P 500●Filed Apr 8, 2026·traded Mar 5, 2026
↓sold
F
Fabrinet Ordinary Shares (FN)(FN)$1K-$15K34 days to disclose
Flat·+0.0%
+10.2% vs S&P 500●Filed Mar 16, 2026·traded Feb 27, 2026
↓sold
Palo Alto Networks, Inc. (PANW)(PANW)$1K-$15K
17 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+33.4% vs S&P 500●Filed Mar 16, 2026·traded Feb 27, 2026
↑bought
I
Infineon Technologies AG (IFNNY)(IFNNY)$1K-$15K17 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$2.2K+27.3%
−6.1% vs S&P 500●Filed Mar 16, 2026·traded Feb 26, 2026
↑bought
F
Stock (FSS)(FSS)$1K-$15K18 days to disclose
Good buy·+$455+5.7%
−3.2% vs S&P 500●Filed Mar 16, 2026·traded Feb 20, 2026
↓sold
Intuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
24 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+31.4% vs S&P 500●Filed Mar 16, 2026·traded Feb 18, 2026
↓sold
C
(CVNA)(CVNA)$1K-$15K26 days to disclose
Flat·+0.0%
+9.4% vs S&P 500●Filed Mar 16, 2026·traded Feb 5, 2026
↑bought
Common Stock (UNH)(UNH)$1K-$15K
39 days to disclose
Good buy·+$3.3K+40.7%
+44.8% vs S&P 500●Filed Mar 16, 2026·traded Feb 5, 2026
↑bought
JT GE Vernova Inc. Common Stock (GEV)(GEV)$1K-$15K
39 days to disclose
Good buy·+$4.1K+51.7%
+40.9% vs S&P 500●Filed Mar 16, 2026·traded Feb 5, 2026
↑bought
Cummins Inc. Common Stock (CMI)(CMI)$1K-$15K
39 days to discloseJoint
Good buy·+$1.9K+23.8%
+20.3% vs S&P 500●Filed Mar 16, 2026·traded Feb 4, 2026
↓sold
Stock (NET)(NET)$1K-$15K
40 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+34.0% vs S&P 500●Filed Mar 16, 2026·traded Feb 4, 2026
↑bought
Stock (XOM)(XOM)$1K-$15K
40 days to disclose
Good buy·+$100+1.3%
−8.2% vs S&P 500●Filed Mar 16, 2026·traded Feb 4, 2026
↓sold
Stock (FICO)(FICO)$1K-$15K
40 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+34.0% vs S&P 500●Filed Mar 16, 2026·traded Feb 4, 2026
↑bought
Stock (MRK)(MRK)$1K-$15K
40 days to disclose
Bad buy·−$323-4.0%
+0.8% vs S&P 500●Filed Mar 16, 2026·traded Feb 2, 2026
↑bought
Common Stock (MNST)(MNST)$1K-$15K
42 days to disclose
Good buy·+$683+8.5%
+9.6% vs S&P 500●Filed Mar 16, 2026·traded Feb 2, 2026
↑boughtStock (XOM)(XOM)$1K-$15K
42 days to disclose
Good buy·+$638+8.0%
−7.6% vs S&P 500●Filed Mar 16, 2026·traded Feb 2, 2026
↓soldStock (MSFT)(MSFT)$1K-$15K
42 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+27.5% vs S&P 500●Filed Feb 26, 2026·traded Jan 30, 2026
↓sold
Stock (UBER)(UBER)$1K-$15K
27 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+28.7% vs S&P 500●Filed Feb 26, 2026·traded Jan 30, 2026
↓soldServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
27 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+28.7% vs S&P 500●Filed Feb 26, 2026·traded Jan 27, 2026
↑bought
(GILD)(GILD)$1K-$15K
30 days to disclose
Bad buy·−$333-4.2%
+0.3% vs S&P 500●Filed Feb 26, 2026·traded Jan 26, 2026
↓sold
S
Stock (SNDR)(SNDR)$1K-$15K31 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Feb 26, 2026·traded Jan 26, 2026
↑bought
I
Common Stock (ICE)(ICE)$1K-$15K31 days to disclose
⚑ Banking · Committee on Financial ServicesBad buy·−$991-12.4%
−9.5% vs S&P 500●Filed Feb 26, 2026·traded Jan 26, 2026
↓sold
N
NESTLE S.A S/ADR (NSRGY)(NSRGY)$1K-$15K31 days to disclose
Flat·+0.0%
+1.0% vs S&P 500●Filed Jan 14, 2026·traded Dec 17, 2025
↓soldServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
28 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+32.8% vs S&P 500●Filed Jan 14, 2026·traded Dec 12, 2025
↓sold
L
Cheniere Energy, Inc. Common Stock (LNG)(LNG)$1K-$15K33 days to discloseJoint
Flat·+0.0%
+27.1% vs S&P 500●Filed Jan 14, 2026·traded Dec 11, 2025
↓soldStock (UBER)(UBER)$1K-$15K
34 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+25.1% vs S&P 500●Filed Jan 14, 2026·traded Dec 8, 2025
↓sold
A
Common Stock (APD)(APD)$15K-$50K37 days to disclose
Flat·+0.0%
+18.2% vs S&P 500●Filed Jan 14, 2026·traded Dec 8, 2025
↓sold
U
Stock (UTZ)(UTZ)$1K-$15K37 days to disclose
Flat·+0.0%
+9.8% vs S&P 500●Filed Jan 14, 2026·traded Dec 5, 2025
↓sold
C
Stock (CVLT)(CVLT)$1K-$15K40 days to disclose
Flat·+0.0%
+9.5% vs S&P 500●Filed Jan 14, 2026·traded Dec 5, 2025
↓sold
S
(SSMXY)(SSMXY)$1K-$15K40 days to disclose
Flat·+0.0%
+9.5% vs S&P 500●Filed Jan 14, 2026·traded Dec 5, 2025
↓sold
S
Ordinary Share (SE)(SE)$1K-$15K40 days to disclose
Flat·+0.0%
+9.5% vs S&P 500●Filed Dec 29, 2025·traded Nov 21, 2025
↓sold
D
(DASTY)(DASTY)$1K-$15K38 days to disclose
Flat·+0.0%
+13.9% vs S&P 500●Filed Dec 29, 2025·traded Nov 19, 2025
↓sold
B
Depositary Shares (BHP)(BHP)$1K-$15K40 days to disclose
Flat·+0.0%
+19.9% vs S&P 500●Filed Dec 29, 2025·traded Nov 19, 2025
↓sold
E
Common Stock (EW)(EW)$1K-$15K40 days to disclose
Flat·+0.0%
−2.5% vs S&P 500●Filed Dec 29, 2025·traded Nov 19, 2025
↓sold
F
Services, Inc. Common Stock (FIS)(FIS)$15K-$50K40 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+31.8% vs S&P 500●Filed Dec 29, 2025·traded Nov 19, 2025
↓sold
H
(HUBS)(HUBS)$1K-$15K40 days to disclose
Flat·+0.0%
+13.3% vs S&P 500●Filed Dec 29, 2025·traded Nov 19, 2025
↓sold
JT KKR & Co. Inc. Common Stock (KKR)(KKR)$1K-$15K
40 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+0.6% vs S&P 500●Filed Dec 29, 2025·traded Nov 17, 2025
↑bought
C
JT CSW Industrials, Inc. Common Stock (CSW)(CSW)$1K-$15K42 days to disclose
Good buy·+$1.4K+17.6%
+4.9% vs S&P 500●Filed Nov 17, 2025·traded Oct 20, 2025
↓soldJT 3M Company Common Stock (MMM)(MMM)$1K-$15K
28 days to disclose
Flat·+0.0%
+13.5% vs S&P 500●Filed Nov 17, 2025·traded Oct 17, 2025
↑bought
N
shares (NTES)(NTES)$1K-$15K31 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$1.2K-15.3%
−45.2% vs S&P 500●Filed Nov 17, 2025·traded Oct 17, 2025
↑bought
N
Ordinary Share (NICE)(NICE)$1K-$15K31 days to disclose
Bad buy·−$2.1K-25.7%
−38.7% vs S&P 500●Filed Nov 17, 2025·traded Oct 16, 2025
↓sold
I
Common Stock (ICE)(ICE)$1K-$15K32 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
●Filed Oct 15, 2025·traded Sep 23, 2025
↑bought
C
Stock (CVLT)(CVLT)$1K-$15K22 days to disclose
Bad buy·−$3.6K-45.6%
−58.7% vs S&P 500●Filed Oct 15, 2025·traded Sep 23, 2025
↓sold
B
Class A Common Stock (BWIN)(BWIN)$1K-$15K22 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
−3.6% vs S&P 500●Filed Oct 15, 2025·traded Sep 22, 2025
↑bought
N
Natera, Inc. - Common Stock (NTRA)(NTRA)$1K-$15K23 days to discloseJoint
Good buy·+$1.6K+19.4%
+6.8% vs S&P 500●Filed Oct 15, 2025·traded Sep 22, 2025
↑bought
D
Diageo plc Common Stock (DEO)(DEO)$1K-$15K23 days to disclose
Bad buy·−$948-11.8%
−18.6% vs S&P 500●Filed Oct 15, 2025·traded Sep 22, 2025
↑bought
I
Common Stock (IRT)(IRT)$1K-$15K23 days to disclose
⚑ Banking · Committee on Financial ServicesBad buy·−$287-3.6%
−10.0% vs S&P 500●Filed Oct 15, 2025·traded Sep 22, 2025
↑bought
S
(SSMXY)(SSMXY)$1K-$15K23 days to disclose
Bad buy·−$2.7K-33.8%
−46.4% vs S&P 500●Filed Oct 15, 2025·traded Sep 22, 2025
↑bought
T
Common Stock (TNDM)(TNDM)$1K-$15K23 days to disclose
Good buy·+$3.4K+42.2%
+29.6% vs S&P 500●Filed Oct 15, 2025·traded Sep 22, 2025
↑bought
M
M3 INC UNSP/ADR (MTHRY)(MTHRY)$1K-$15K23 days to disclose
Bad buy·−$3.5K-43.5%
−56.1% vs S&P 500●Filed Oct 15, 2025·traded Sep 11, 2025
↓sold
Common Stock (TTD)(TTD)$1K-$15K
34 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+36.6% vs S&P 500●Filed Oct 15, 2025·traded Sep 3, 2025
↓sold
Stock (ISRG)(ISRG)$1K-$15K
42 days to disclose
Flat·+0.0%
+8.5% vs S&P 500●Filed Sep 5, 2025·traded Aug 22, 2025
↑bought
N
Natera, Inc. - Common Stock (NTRA)(NTRA)$1K-$15K14 days to discloseJoint
Good buy·+$2.3K+29.2%
+12.9% vs S&P 500●Filed Sep 5, 2025·traded Aug 21, 2025
↓sold
S
(SSMXY)(SSMXY)$1K-$15K15 days to disclose
Flat·+0.0%
+18.1% vs S&P 500●Filed Sep 5, 2025·traded Aug 12, 2025
↓soldCorporation Common Stock (IBM)(IBM)$1K-$15K
24 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+38.1% vs S&P 500●Filed Sep 5, 2025·traded Aug 1, 2025
↓sold
Visa Inc. (V)(V)$1K-$15K
35 days to disclose
⚑ Financial Services · Committee on Financial ServicesFlat·+0.0%
+0.9% vs S&P 500●Filed Aug 11, 2025·traded Jul 28, 2025
↓sold
Walmart Inc. Common Stock (WMT)(WMT)$1K-$15K
14 days to discloseJoint
Flat·+0.0%
+3.7% vs S&P 500●Filed Aug 11, 2025·traded Jul 25, 2025
↓soldCorporation Common Stock (IBM)(IBM)$1K-$15K
17 days to disclose
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+41.3% vs S&P 500●Filed Aug 11, 2025·traded Jul 22, 2025
↓sold
N
Natera, Inc. - Common Stock (NTRA)(NTRA)$1K-$15K20 days to discloseJoint
Flat·+0.0%
+19.4% vs S&P 500●Filed Aug 11, 2025·traded Jul 18, 2025
↓sold
Abbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
24 days to discloseJoint
Flat·+0.0%
+12.6% vs S&P 500●Filed Aug 11, 2025·traded Jul 16, 2025
↓sold
I
Common Stock (IRT)(IRT)$1K-$15K26 days to disclose
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+7.1% vs S&P 500●Filed Aug 11, 2025·traded Jul 2, 2025
↓sold
S
common stock (SWTX)(SWTX)$1K-$15K40 days to discloseprice pending
| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| May 19, 2026 | Apr 28, 2026 21 days to disclose | ↓sold | JT 3M Company Common Stock (MMM) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +1.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 27, 2026 22 days to disclose | ↑bought | JT Advanced Micro Devices, Inc. (AMD) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$4.3K+53.7% +38.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 24, 2026 25 days to disclose | ↓sold | JT ServiceNow, Inc. Common Stock (NOW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +15.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 24, 2026 25 days to disclose | ↓sold | Corporation Common Stock (IBM) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +15.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 23, 2026 26 days to disclose | ↑bought | JT Advanced Micro Devices, Inc. (AMD) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$5.5K+68.5% +49.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 15, 2026 34 days to disclose | ↑bought | F FCXStock (FCX) Morgan Stanley - Select UMA Account # 1 | Good buy·+$317+4.0% +3.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 13, 2026 36 days to disclose | ↑bought | JT Home Depot, Inc. (HD) Morgan Stanley - Active Asset Account # 3 ⚑ Consumer Cyclical · Capital Markets | Bad buy·−$747-9.3% −14.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 13, 2026 36 days to disclose | ↑bought | I INTAJT Intapp, Inc. - Common Stock (INTA) Morgan Stanley - Select UMA Account # 1 | Good buy·+$1.4K+17.2% +7.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 13, 2026 36 days to disclose | ↓sold | H HDBJT HDFC Bank Limited Common Stock (HDB) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | A ALLY(ALLY) Morgan Stanley - Active Asset Account # 3 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | Stock (TSCO) Morgan Stanley - Active Asset Account # 3 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +6.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | S SYFJT Synchrony Financial Common Stock (SYF) ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% +1.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | P PFGCCommon Stock (PFGC) Morgan Stanley - Active Asset Account # 3 | Flat·+0.0% | $15K-$50K $15,001 - $50,000 1.8% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | M MLMCommon Stock (MLM) Morgan Stanley - Active Asset Account # 3 | Flat·+0.0% −0.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | M MKTXCommon Stock (MKTX) Morgan Stanley - Active Asset Account # 3 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | JT Goldman Sachs Group, Inc. (GS) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +1.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | F FJT Ford Motor Company Common Stock (F) Morgan Stanley - Active Asset Account # 3 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +6.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | D DLTR(DLTR) Morgan Stanley - Active Asset Account # 3 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +6.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 9, 2026 40 days to disclose | ↓sold | D DRIStock (DRI) Morgan Stanley - Active Asset Account # 3 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +6.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book Source filing ↗ |
| May 19, 2026 | Apr 6, 2026 43 days to disclose | ↑bought | JT AT&T Inc. (T) Morgan Stanley - Active Asset Account # 3 ⚑ Telecom · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$1.1K-13.9% −17.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 6, 2026 43 days to disclose | ↑bought | F FWRGCommon Stock (FWRG) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Bad buy·−$644-8.1% −17.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| May 19, 2026 | Apr 6, 2026 43 days to disclose | ↑bought | N NTESshares (NTES) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$916+11.4% −23.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book Source filing ↗ |
| Apr 8, 2026 | Mar 25, 2026 14 days to disclose | ↑bought | Stock (MSFT) Call options · Strike $325 · Expires Jun 18, 2026 (85 days from purchase) | Good buy·+$8.7K+11.6% | $50K-$100K $50,001 - $100,000 4.1% of book |
| Apr 8, 2026 | Mar 25, 2026 14 days to disclose | ↑bought | Stock (MSFT) Call options · Strike $320 · Expires Jun 18, 2026 (85 days from purchase) | Good buy·+$86.8K+11.6% | $500K-$1M $500,001 - $1,000,000 41.0% of book |
| Apr 8, 2026 | Mar 24, 2026 15 days to disclose | ↓sold | Crown Castle Inc. Common Stock (CCI) Morgan Stanley - Select UMA Account # 1 ⚑ Real Estate · Committee on Financial Services | Flat·+0.0% +11.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 24, 2026 15 days to disclose | ↓sold | X XNGSY(XNGSY) | Flat·+0.0% −4.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 12, 2026 27 days to disclose | ↓sold | I INTAJointIntapp, Inc. - Common Stock (INTA) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +12.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 12, 2026 27 days to disclose | ↓sold | A ALCJointAlcon Inc. Ordinary Shares (ALC) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +12.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 12, 2026 27 days to disclose | ↓sold | L LZBStock (LZB) Call options; Strike price $325; Expires 06/18/2026 · Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +12.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 12, 2026 27 days to disclose | ↓sold | H HDBJT HDFC Bank Limited Common Stock (HDB) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +6.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 12, 2026 27 days to disclose | ↓sold | I IFNNYJointInfineon Technologies AG (IFNNY) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +34.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 10, 2026 29 days to disclose | ↑bought | S SEOrdinary Share (SE) Morgan Stanley - Select UMA Account # 1 | Good buy·+$125+1.6% −9.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 6, 2026 33 days to disclose | ↑bought | ServiceNow, Inc. Common Stock (NOW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$212+2.7% −32.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 5, 2026 34 days to disclose | ↓sold | F FWRGCommon Stock (FWRG) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +2.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 5, 2026 34 days to disclose | ↓sold | N NTESshares (NTES) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 5, 2026 34 days to disclose | ↓sold | P PHRJointPhreesia, Inc. Common Stock (PHR) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +10.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 5, 2026 34 days to disclose | ↓sold | C CBZCBIZ, Inc. Common Stock (CBZ) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +10.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 5, 2026 34 days to disclose | ↑bought | A APDCommon Stock (APD) Morgan Stanley - Select UMA Account # 1 | Good buy·+$691+8.6% +7.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 5, 2026 34 days to disclose | ↓sold | C COLBCommon Stock (COLB) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +10.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 8, 2026 | Mar 5, 2026 34 days to disclose | ↓sold | F FNFabrinet Ordinary Shares (FN) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +10.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 27, 2026 17 days to disclose | ↓sold | Palo Alto Networks, Inc. (PANW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +33.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 27, 2026 17 days to disclose | ↑bought | I IFNNYJointInfineon Technologies AG (IFNNY) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$2.2K+27.3% −6.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 26, 2026 18 days to disclose | ↑bought | F FSSStock (FSS) Morgan Stanley - Select UMA Account # 1 | Good buy·+$455+5.7% −3.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 20, 2026 24 days to disclose | ↓sold | Intuit Inc. - Common Stock (INTU) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +31.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 18, 2026 26 days to disclose | ↓sold | C CVNA(CVNA) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +9.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 5, 2026 39 days to disclose | ↑bought | Common Stock (UNH) | Good buy·+$3.3K+40.7% +44.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 5, 2026 39 days to disclose | ↑bought | JT GE Vernova Inc. Common Stock (GEV) Morgan Stanley - Select UMA Account # 1 | Good buy·+$4.1K+51.7% +40.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 5, 2026 39 days to disclose | ↑bought | Cummins Inc. Common Stock (CMI) Morgan Stanley - Select UMA Account # 1 | Good buy·+$1.9K+23.8% +20.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 4, 2026 40 days to disclose | ↓sold | Stock (NET) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +34.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 4, 2026 40 days to disclose | ↑bought | Stock (XOM) Morgan Stanley - Select UMA Account # 1 | Good buy·+$100+1.3% −8.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 4, 2026 40 days to disclose | ↓sold | Stock (FICO) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +34.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 4, 2026 40 days to disclose | ↑bought | Stock (MRK) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$323-4.0% +0.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 2, 2026 42 days to disclose | ↑bought | Common Stock (MNST) Morgan Stanley - Select UMA Account # 1 | Good buy·+$683+8.5% +9.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 2, 2026 42 days to disclose | ↑bought | Stock (XOM) Morgan Stanley - Select UMA Account # 1 | Good buy·+$638+8.0% −7.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 16, 2026 | Feb 2, 2026 42 days to disclose | ↓sold | Stock (MSFT) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +27.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 26, 2026 | Jan 30, 2026 27 days to disclose | ↓sold | Stock (UBER) Morgan Stanley - Select UMA Account # 1 Filing ID #20033930 -- 1 of 2 -- ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +28.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 26, 2026 | Jan 30, 2026 27 days to disclose | ↓sold | ServiceNow, Inc. Common Stock (NOW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +28.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 26, 2026 | Jan 27, 2026 30 days to disclose | ↑bought | (GILD) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$333-4.2% +0.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 26, 2026 | Jan 26, 2026 31 days to disclose | ↓sold | S SNDRStock (SNDR) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 26, 2026 | Jan 26, 2026 31 days to disclose | ↑bought | I ICECommon Stock (ICE) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Bad buy·−$991-12.4% −9.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Feb 26, 2026 | Jan 26, 2026 31 days to disclose | ↓sold | N NSRGYNESTLE S.A S/ADR (NSRGY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +1.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 14, 2026 | Dec 17, 2025 28 days to disclose | ↓sold | ServiceNow, Inc. Common Stock (NOW) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +32.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 14, 2026 | Dec 12, 2025 33 days to disclose | ↓sold | L LNGJointCheniere Energy, Inc. Common Stock (LNG) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +27.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 14, 2026 | Dec 11, 2025 34 days to disclose | ↓sold | Stock (UBER) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +25.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 14, 2026 | Dec 8, 2025 37 days to disclose | ↓sold | A APDCommon Stock (APD) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +18.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Jan 14, 2026 | Dec 8, 2025 37 days to disclose | ↓sold | U UTZStock (UTZ) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +9.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 14, 2026 | Dec 5, 2025 40 days to disclose | ↓sold | C CVLTStock (CVLT) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +9.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 14, 2026 | Dec 5, 2025 40 days to disclose | ↓sold | S SSMXY(SSMXY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +9.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 14, 2026 | Dec 5, 2025 40 days to disclose | ↓sold | S SEOrdinary Share (SE) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +9.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 29, 2025 | Nov 21, 2025 38 days to disclose | ↓sold | D DASTY(DASTY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 29, 2025 | Nov 19, 2025 40 days to disclose | ↓sold | B BHPDepositary Shares (BHP) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +19.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 29, 2025 | Nov 19, 2025 40 days to disclose | ↓sold | E EWCommon Stock (EW) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% −2.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 29, 2025 | Nov 19, 2025 40 days to disclose | ↓sold | F FISServices, Inc. Common Stock (FIS) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +31.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.8% of book |
| Dec 29, 2025 | Nov 19, 2025 40 days to disclose | ↓sold | H HUBS(HUBS) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +13.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 29, 2025 | Nov 19, 2025 40 days to disclose | ↓sold | JT KKR & Co. Inc. Common Stock (KKR) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +0.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 29, 2025 | Nov 17, 2025 42 days to disclose | ↑bought | C CSWJT CSW Industrials, Inc. Common Stock (CSW) Morgan Stanley - Select UMA Account # 1 | Good buy·+$1.4K+17.6% +4.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Nov 17, 2025 | Oct 20, 2025 28 days to disclose | ↓sold | JT 3M Company Common Stock (MMM) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +13.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Nov 17, 2025 | Oct 17, 2025 31 days to disclose | ↑bought | N NTESshares (NTES) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$1.2K-15.3% −45.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Nov 17, 2025 | Oct 17, 2025 31 days to disclose | ↑bought | N NICEOrdinary Share (NICE) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$2.1K-25.7% −38.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Nov 17, 2025 | Oct 16, 2025 32 days to disclose | ↓sold | I ICECommon Stock (ICE) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 23, 2025 22 days to disclose | ↑bought | C CVLTStock (CVLT) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$3.6K-45.6% −58.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 23, 2025 22 days to disclose | ↓sold | B BWINClass A Common Stock (BWIN) Morgan Stanley - Select UMA Account # 1 ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 22, 2025 23 days to disclose | ↑bought | N NTRAJointNatera, Inc. - Common Stock (NTRA) | Good buy·+$1.6K+19.4% +6.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 22, 2025 23 days to disclose | ↑bought | D DEODiageo plc Common Stock (DEO) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$948-11.8% −18.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 22, 2025 23 days to disclose | ↑bought | I IRTCommon Stock (IRT) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Bad buy·−$287-3.6% −10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 22, 2025 23 days to disclose | ↑bought | S SSMXY(SSMXY) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$2.7K-33.8% −46.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 22, 2025 23 days to disclose | ↑bought | T TNDMCommon Stock (TNDM) Morgan Stanley - Select UMA Account # 1 | Good buy·+$3.4K+42.2% +29.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 22, 2025 23 days to disclose | ↑bought | M MTHRYM3 INC UNSP/ADR (MTHRY) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$3.5K-43.5% −56.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 11, 2025 34 days to disclose | ↓sold | Common Stock (TTD) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +36.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 15, 2025 | Sep 3, 2025 42 days to disclose | ↓sold | Stock (ISRG) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +8.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Sep 5, 2025 | Aug 22, 2025 14 days to disclose | ↑bought | N NTRAJointNatera, Inc. - Common Stock (NTRA) Morgan Stanley - Select UMA Account # 1 | Good buy·+$2.3K+29.2% +12.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Sep 5, 2025 | Aug 21, 2025 15 days to disclose | ↓sold | S SSMXY(SSMXY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +18.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Sep 5, 2025 | Aug 12, 2025 24 days to disclose | ↓sold | Corporation Common Stock (IBM) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +38.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Sep 5, 2025 | Aug 1, 2025 35 days to disclose | ↓sold | Visa Inc. (V) Morgan Stanley - Select UMA Account # 1 ⚑ Financial Services · Committee on Financial Services | Flat·+0.0% +0.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 11, 2025 | Jul 28, 2025 14 days to disclose | ↓sold | Walmart Inc. Common Stock (WMT) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +3.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 11, 2025 | Jul 25, 2025 17 days to disclose | ↓sold | Corporation Common Stock (IBM) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +41.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 11, 2025 | Jul 22, 2025 20 days to disclose | ↓sold | N NTRAJointNatera, Inc. - Common Stock (NTRA) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +19.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 11, 2025 | Jul 18, 2025 24 days to disclose | ↓sold | Abbott Laboratories Common Stock (ABT) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +12.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 11, 2025 | Jul 16, 2025 26 days to disclose | ↓sold | I IRTCommon Stock (IRT) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +7.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 11, 2025 | Jul 2, 2025 40 days to disclose | ↓sold | S SWTXcommon stock (SWTX) Morgan Stanley - Select UMA Account # 1 | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
Their record vs the S&P 500
99 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$112.4K
S&P 500 benchmark+$35.6K
Alpha+$76.8K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 7
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
By owner type
Disclosures break down by Self / Joint / Spouse / Dependent. Spouse-marked trades sometimes perform systematically differently.
Self
82
trades · $1.7M
+$104.2K
Joint
18
trades · $144K
+$8.2K
Recent legislative activity · 40 bills
20 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- Sikh American Anti-Discrimination Act of 2026Referred to the House Committee on the Judiciary.
- To amend the Omnibus Crime Control and Safe Streets Act of 1968 to improve the COPS program with respect to training command-level personnel, and for other purposes.Referred to the House Committee on the Judiciary.
- To amend title XI of the Social Security Act to adjust which engineered cyclic peptides are qualifying single source drugs for purposes of the Drug Price Negotiation Program.Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Maternal Health Pandemic Response ActReferred to the House Committee on Energy and Commerce.
- Assault Weapon Financing Accountability ActReferred to the House Committee on the Judiciary.
- Ensuring Veterans Timely Access to Anesthesia Care Act of 2025Subcommittee Hearings Held
- Supporting the designation of the month of May as "Lyme and Tick-borne Disease Awareness Month".Referred to the House Committee on Energy and Commerce.
- HBCU AI Research Leadership ActReferred to the House Committee on Science, Space, and Technology.
- Thin Blue Line ActReferred to the House Committee on the Judiciary.
- Reauthorizing Support and Treatment for Officers in Crisis Act of 2025Referred to the House Committee on the Judiciary.
- Universal School Meals Program Act of 2026Referred to the Committee on Education and Workforce, and in addition to the Committees on Agriculture, and Science, Space, and Technology, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Back the Blue Act of 2025Referred to the House Committee on the Judiciary.
- Feed Our Kids Act of 2026Referred to the House Committee on Education and Workforce.
- No DeepSeek on Government Devices ActReferred to the House Committee on Oversight and Government Reform.
- Lifesaving Gear for Police Act of 2025Referred to the Committee on the Judiciary, and in addition to the Committee on Armed Services, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Resolution memorializing law enforcement officers killed in the line of duty.Motion to reconsider laid on the table Agreed to without objection.
- Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-American community.Motion to reconsider laid on the table Agreed to without objection.
- Protecting U.S. Farmland and Sensitive Sites From Foreign Adversaries ActReferred to the Committee on Financial Services, and in addition to the Committees on Foreign Affairs, and Energy and Commerce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Expressing concerns regarding the urgent and escalating threats facing Coptic Christians.Referred to the House Committee on Foreign Affairs.
- Guard the Skies ActReferred to the Committee on Armed Services, and in addition to the Committees on Transportation and Infrastructure, and the Judiciary, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.