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
50
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 of 2089
All filings →●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 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
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 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 6, 2026
↑bought
ServiceNow, 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
P
Phreesia, Inc. Common Stock (PHR)(PHR)$1K-$15K34 days to discloseJoint
Flat·+0.0%
+10.2% 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 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 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 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 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 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 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 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 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 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 Jul 16, 2025·traded Jun 24, 2025
↓sold
ConocoPhillips Common Stock (COP)(COP)$1K-$15K
22 days to discloseJoint
Flat·+0.0%
+36.2% vs S&P 500●Filed Jul 16, 2025·traded Jun 13, 2025
↑bought
Chubb Limited Common Stock (CB)(CB)$1K-$15K
33 days to discloseJoint
⚑ Financial Services · Committee on Financial ServicesGood buy·+$721+9.0%
+5.2% vs S&P 500●Filed Jul 16, 2025·traded Jun 5, 2025
↓sold
Tesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
41 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+14.1% vs S&P 500●Filed Jul 16, 2025·traded Jun 4, 2025
↓sold
Salesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
42 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+56.4% vs S&P 500●Filed Jun 11, 2025·traded May 29, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
13 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$1.4K+17.7%
+6.6% vs S&P 500●Filed Jun 11, 2025·traded May 28, 2025
↑bought
G
Corning Incorporated Common Stock (GLW)(GLW)$1K-$15K14 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$24.3K+304.0%
+243.8% vs S&P 500●Filed Jun 11, 2025·traded May 27, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
15 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$1.3K+16.3%
+6.1% vs S&P 500●Filed Jun 11, 2025·traded May 22, 2025
↑boughtSalesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
20 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$2.4K-30.0%
−91.5% vs S&P 500●Filed Jun 11, 2025·traded May 22, 2025
↑bought
AbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
20 days to discloseJoint
Good buy·+$1.5K+18.1%
+4.4% vs S&P 500●Filed Jun 11, 2025·traded May 22, 2025
↑bought
G
Corning Incorporated Common Stock (GLW)(GLW)$1K-$15K20 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$24.9K+311.5%
+250.0% vs S&P 500●Filed Jun 11, 2025·traded May 16, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
26 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$1.6K+20.5%
+10.8% vs S&P 500●Filed Jun 11, 2025·traded May 15, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
27 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$1.8K+23.1%
+12.3% vs S&P 500●Filed Jun 11, 2025·traded May 13, 2025
↓sold
Eli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
29 days to discloseJoint
Flat·+0.0%
+12.6% vs S&P 500●Filed Jun 11, 2025·traded May 1, 2025
↑boughtEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
41 days to discloseJoint
Good buy·+$2.8K+34.7%
+26.0% vs S&P 500●Filed May 14, 2025·traded Apr 22, 2025
↑bought
L
Cheniere Energy, Inc. Common Stock (LNG)(LNG)$1K-$15K22 days to discloseJoint
Good buy·+$250+3.1%
−39.1% vs S&P 500●Filed May 14, 2025·traded Apr 17, 2025
↓soldAbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
27 days to discloseJoint
Flat·+0.0%
+9.6% vs S&P 500●Filed May 14, 2025·traded Apr 17, 2025
↓soldSalesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
27 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+92.0% vs S&P 500●Filed May 14, 2025·traded Apr 17, 2025
↓sold
G
Corning Incorporated Common Stock (GLW)(GLW)$15K-$50K27 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+92.0% vs S&P 500●Filed May 14, 2025·traded Apr 14, 2025
↓sold
Blackstone Inc. Common Stock (BX)(BX)$1K-$15K
30 days to discloseJoint
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+10.0% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
G
Corning Incorporated Common Stock (GLW)(GLW)$1K-$15K35 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+81.6% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
BlackRock, Inc. Common Stock (BLK)(BLK)$1K-$15K
35 days to discloseJoint
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+9.8% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
Chevron Corporation Common Stock (CVX)(CVX)$1K-$15K
35 days to discloseJoint
Flat·+0.0%
+40.5% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓soldCrown Castle Inc. Common Stock (CCI)(CCI)$1K-$15K
35 days to discloseJoint
⚑ Real Estate · Committee on Financial ServicesFlat·+0.0%
+14.0% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
Apple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
35 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+81.6% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
I
Intapp, Inc. - Common Stock (INTA)(INTA)$1K-$15K35 days to discloseJoint
Flat·+0.0%
+36.8% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
R
Rio Tinto Plc Common Stock (RIO)(RIO)$1K-$15K35 days to discloseJoint
Flat·+0.0%
+27.3% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
Netflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
35 days to discloseJoint
⚑ Telecom · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+23.3% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓sold
Johnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
35 days to discloseJoint
Flat·+0.0%
+7.0% vs S&P 500●Filed May 14, 2025·traded Apr 9, 2025
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
35 days to discloseJoint
Flat·+0.0%
+7.0% vs S&P 500●Filed May 14, 2025·traded Apr 7, 2025
↑bought
Charles Schwab Corporation (SCHW)(SCHW)$1K-$15K
37 days to discloseJoint
⚑ Banking · Committee on Financial ServicesGood buy·+$2.5K+31.6%
+14.0% vs S&P 500●Filed May 14, 2025·traded Apr 3, 2025
↑boughtAbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
41 days to discloseJoint
Good buy·+$556+6.9%
+3.2% vs S&P 500●Filed May 14, 2025·traded Apr 3, 2025
↓sold
I
Intra-Cellular Therapies Inc. (ITCI)(ITCI)$1K-$15K41 days to discloseJointprice pending
●Filed May 14, 2025·traded Apr 1, 2025
↓soldBlackRock, Inc. Common Stock (BLK)(BLK)$1K-$15K
43 days to discloseJoint
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+4.2% vs S&P 500●Filed May 14, 2025·traded Apr 1, 2025
↑boughtAbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
43 days to discloseJoint
Good buy·+$364+4.5%
+0.9% vs S&P 500●Filed Apr 10, 2025·traded Mar 19, 2025
↓soldTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
22 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+21.1% vs S&P 500●Filed Apr 10, 2025·traded Mar 19, 2025
↓sold
T
Tri Pointe Homes, Inc. Common Stock (TPH)(TPH)$1K-$15K22 days to discloseJoint
Flat·+0.0%
+32.3% vs S&P 500●Filed Apr 10, 2025·traded Mar 19, 2025
↓soldServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
22 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+72.3% vs S&P 500●Filed Apr 10, 2025·traded Mar 19, 2025
↓sold
A
Azenta, Inc. - Common Stock (AZTA)(AZTA)$1K-$15K22 days to discloseJoint
Flat·+0.0%
+32.3% vs S&P 500●Filed Apr 10, 2025·traded Mar 17, 2025
↑boughtWalmart Inc. Common Stock (WMT)(WMT)$1K-$15K
24 days to discloseJoint
Good buy·+$4.2K+52.5%
+48.8% vs S&P 500●Filed Apr 10, 2025·traded Mar 17, 2025
↓sold
I
Intra-Cellular Therapies Inc. (ITCI)(ITCI)$1K-$15K24 days to discloseJointprice pending
●Filed Apr 10, 2025·traded Mar 13, 2025
↓sold
I
Infineon Technologies AG (IFNNY)(IFNNY)$1K-$15K28 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+78.3% vs S&P 500●Filed Apr 10, 2025·traded Mar 11, 2025
↑boughtWalmart Inc. Common Stock (WMT)(WMT)$1K-$15K
30 days to discloseJoint
Good buy·+$4.2K+52.5%
+49.8% vs S&P 500●Filed Apr 10, 2025·traded Mar 10, 2025
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
31 days to discloseJoint
Flat·+0.0%
+0.6% vs S&P 500●Filed Apr 10, 2025·traded Mar 7, 2025
↓soldJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
34 days to discloseJoint
Flat·+0.0%
−0.5% vs S&P 500●Filed Apr 10, 2025·traded Mar 6, 2025
↓soldAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
35 days to discloseJoint
Flat·+0.0%
−0.5% vs S&P 500●Filed Apr 10, 2025·traded Mar 6, 2025
↓soldApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
35 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+71.9% vs S&P 500●Filed Apr 10, 2025·traded Mar 5, 2025
↓soldApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
36 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+67.1% vs S&P 500●Filed Mar 6, 2025·traded Feb 27, 2025
↓sold
F
Paragon 28, Inc. Common Stock (FNA)(FNA)$1K-$15K7 days to discloseJointprice pending
●Filed Mar 6, 2025·traded Feb 27, 2025
↓sold
X
Block, Inc. Class A Common Stock, (XYZ)(XYZ)$1K-$15K7 days to discloseJoint
Flat·+0.0%
+28.3% vs S&P 500●Filed Mar 6, 2025·traded Feb 27, 2025
↓soldBlackstone Inc. Common Stock (BX)(BX)$1K-$15K
7 days to discloseJoint
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+1.4% vs S&P 500●Filed Mar 6, 2025·traded Feb 26, 2025
↓soldBlackstone Inc. Common Stock (BX)(BX)$1K-$15K
8 days to discloseJoint
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+2.0% vs S&P 500●Filed Mar 6, 2025·traded Feb 24, 2025
↓soldApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
10 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+59.9% vs S&P 500●Filed Mar 6, 2025·traded Feb 21, 2025
↓soldApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
13 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+57.7% vs S&P 500●Filed Mar 6, 2025·traded Feb 21, 2025
↓sold
I
Infineon Technologies AG (IFNNY)(IFNNY)$1K-$15K13 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+57.7% vs S&P 500●Filed Mar 6, 2025·traded Feb 21, 2025
↓soldCharles Schwab Corporation (SCHW)(SCHW)$1K-$15K
13 days to discloseJoint
⚑ Banking · Committee on Financial ServicesFlat·+0.0%
+2.2% vs S&P 500●Filed Mar 6, 2025·traded Feb 19, 2025
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
15 days to discloseJoint
Flat·+0.0%
+1.4% vs S&P 500●Filed Mar 6, 2025·traded Feb 14, 2025
↓soldTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
20 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+5.2% vs S&P 500●Filed Mar 6, 2025·traded Feb 13, 2025
↑boughtAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
21 days to discloseJoint
Bad buy·−$2.8K-34.5%
−36.0% vs S&P 500●Filed Mar 6, 2025·traded Feb 13, 2025
↓soldTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
21 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+5.2% vs S&P 500●Filed Mar 6, 2025·traded Feb 5, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
29 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$925+11.6%
+7.3% vs S&P 500●Filed Mar 6, 2025·traded Feb 3, 2025
↑bought
X
Block, Inc. Class A Common Stock, (XYZ)(XYZ)$1K-$15K31 days to discloseJoint
Bad buy·−$1.7K-21.6%
−47.1% vs S&P 500●Filed Mar 6, 2025·traded Feb 3, 2025
↑boughtWalmart Inc. Common Stock (WMT)(WMT)$1K-$15K
31 days to discloseJoint
Good buy·+$2.7K+34.0%
+28.5% vs S&P 500●Filed Mar 6, 2025·traded Feb 3, 2025
↓soldApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
31 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+62.6% vs S&P 500●Filed Feb 10, 2025·traded Jan 31, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
10 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$342+4.3%
+1.4% vs S&P 500●Filed Feb 10, 2025·traded Jan 30, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
11 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$432+5.4%
+3.0% vs S&P 500●Filed Feb 10, 2025·traded Jan 30, 2025
↑bought
G
Corning Incorporated Common Stock (GLW)(GLW)$1K-$15K11 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$24K+299.6%
+240.1% vs S&P 500●Filed Feb 10, 2025·traded Jan 29, 2025
↑boughtAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
12 days to discloseJoint
Bad buy·−$2.6K-32.5%
−34.5% vs S&P 500●Filed Feb 10, 2025·traded Jan 29, 2025
↑boughtSalesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
12 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceBad buy·−$3.5K-44.0%
−103.8% vs S&P 500●Filed Feb 10, 2025·traded Jan 29, 2025
↓sold
Quanta Services, Inc. Common Stock (PWR)(PWR)$1K-$15K
12 days to discloseJoint
Flat·+0.0%
+26.5% vs S&P 500●Filed Feb 10, 2025·traded Jan 28, 2025
↑boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
13 days to discloseJoint
⚑ Consumer Cyclical · Capital MarketsGood buy·+$478+6.0%
+2.8% vs S&P 500●Filed Feb 10, 2025·traded Jan 28, 2025
↑boughtAbbott Laboratories Common Stock (ABT)(ABT)$1K-$15K
13 days to discloseJoint
Bad buy·−$2.6K-32.3%
−33.6% vs S&P 500●Filed Feb 10, 2025·traded Jan 27, 2025
↑bought
G
Corning Incorporated Common Stock (GLW)(GLW)$1K-$15K14 days to discloseJoint
⚑ Technology · Digital Assets, Financial Technology, and Artificial IntelligenceGood buy·+$24.3K+303.3%
+240.6% vs S&P 500●Filed Feb 10, 2025·traded Jan 24, 2025
↑boughtJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
17 days to discloseJoint
Good buy·+$4.6K+57.5%
+54.6% vs S&P 500●Filed Feb 10, 2025·traded Jan 24, 2025
↓sold
I
Intra-Cellular Therapies Inc. (ITCI)(ITCI)$1K-$15K17 days to discloseJointprice pending
●Filed Feb 10, 2025·traded Jan 22, 2025
↓soldNetflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
19 days to discloseJoint
⚑ Telecom · Digital Assets, Financial Technology, and Artificial IntelligenceFlat·+0.0%
+16.4% vs S&P 500●Filed Feb 10, 2025·traded Jan 22, 2025
↑boughtWalmart Inc. Common Stock (WMT)(WMT)$1K-$15K
19 days to discloseJoint
Good buy·+$3.4K+43.0%
+34.7% vs S&P 500●Filed Feb 10, 2025·traded Jan 21, 2025
↓soldQuanta Services, Inc. Common Stock (PWR)(PWR)$1K-$15K
20 days to discloseJoint
Flat·+0.0%
+24.0% vs S&P 500●Filed Feb 10, 2025·traded Jan 21, 2025
↑boughtJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
20 days to discloseJoint
Good buy·+$4.5K+56.1%
+51.9% vs S&P 500●Filed Feb 10, 2025·traded Jan 17, 2025
↓sold
I
Intapp, Inc. - Common Stock (INTA)(INTA)$1K-$15K24 days to discloseJoint
Flat·+0.0%
+25.6% vs S&P 500●Filed Feb 10, 2025·traded Jan 16, 2025
↑boughtJohnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
25 days to discloseJoint
Good buy·+$4.5K+56.5%
+51.3% vs S&P 500●Filed Feb 10, 2025·traded Jan 16, 2025
↑bought
D
Dominion Energy, Inc. Common Stock (D)(D)$1K-$15K25 days to discloseJoint
Good buy·+$956+12.0%
−2.7% vs S&P 500●Filed Feb 10, 2025·traded Jan 8, 2025
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
33 days to discloseJoint
Flat·+0.0%
+5.8% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% 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 1.0% of book |
| Jul 16, 2025 | Jun 24, 2025 22 days to disclose | ↓sold | ConocoPhillips Common Stock (COP) | Flat·+0.0% +36.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jul 16, 2025 | Jun 13, 2025 33 days to disclose | ↑bought | Chubb Limited Common Stock (CB) Morgan Stanley - Select UMA Account # 1 ⚑ Financial Services · Committee on Financial Services | Good buy·+$721+9.0% +5.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jul 16, 2025 | Jun 5, 2025 41 days to disclose | ↓sold | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jul 16, 2025 | Jun 4, 2025 42 days to disclose | ↓sold | Salesforce, Inc. Common Stock (CRM) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +56.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 29, 2025 13 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$1.4K+17.7% +6.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 28, 2025 14 days to disclose | ↑bought | G GLWJointCorning Incorporated Common Stock (GLW) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$24.3K+304.0% +243.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 27, 2025 15 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$1.3K+16.3% +6.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 22, 2025 20 days to disclose | ↑bought | Salesforce, Inc. Common Stock (CRM) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$2.4K-30.0% −91.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 22, 2025 20 days to disclose | ↑bought | AbbVie Inc. Common Stock (ABBV) Morgan Stanley - Select UMA Account # 1 | Good buy·+$1.5K+18.1% +4.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 22, 2025 20 days to disclose | ↑bought | G GLWJointCorning Incorporated Common Stock (GLW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$24.9K+311.5% +250.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 16, 2025 26 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$1.6K+20.5% +10.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 15, 2025 27 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$1.8K+23.1% +12.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 13, 2025 29 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +12.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jun 11, 2025 | May 1, 2025 41 days to disclose | ↑bought | Eli Lilly and Company Common Stock (LLY) Morgan Stanley - Select UMA Account # 1 | Good buy·+$2.8K+34.7% +26.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 22, 2025 22 days to disclose | ↑bought | L LNGJointCheniere Energy, Inc. Common Stock (LNG) Morgan Stanley - Select UMA Account # 1 | Good buy·+$250+3.1% −39.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 17, 2025 27 days to disclose | ↓sold | AbbVie Inc. Common Stock (ABBV) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +9.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 17, 2025 27 days to disclose | ↓sold | Salesforce, Inc. Common Stock (CRM) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +92.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 17, 2025 27 days to disclose | ↓sold | G GLWJointCorning Incorporated Common Stock (GLW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +92.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.9% of book |
| May 14, 2025 | Apr 14, 2025 30 days to disclose | ↓sold | Blackstone Inc. Common Stock (BX) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | G GLWJointCorning Incorporated Common Stock (GLW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +81.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +9.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | Chevron Corporation Common Stock (CVX) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +40.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 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% +14.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +81.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | I INTAJointIntapp, Inc. - Common Stock (INTA) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +36.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | R RIOJointRio Tinto Plc Common Stock (RIO) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +27.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) ⚑ Telecom · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +23.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +7.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 9, 2025 35 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +7.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 7, 2025 37 days to disclose | ↑bought | Charles Schwab Corporation (SCHW) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Good buy·+$2.5K+31.6% +14.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 3, 2025 41 days to disclose | ↑bought | AbbVie Inc. Common Stock (ABBV) Morgan Stanley - Select UMA Account # 1 | Good buy·+$556+6.9% +3.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 3, 2025 41 days to disclose | ↓sold | I ITCIJointIntra-Cellular Therapies Inc. (ITCI) Morgan Stanley - Select UMA Account # 1 | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +4.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 14, 2025 | Apr 1, 2025 43 days to disclose | ↑bought | AbbVie Inc. Common Stock (ABBV) Morgan Stanley - Select UMA Account # 1 | Good buy·+$364+4.5% +0.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 19, 2025 22 days to disclose | ↓sold | Tesla, Inc. - Common Stock (TSLA) ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +21.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 19, 2025 22 days to disclose | ↓sold | T TPHJointTri Pointe Homes, Inc. Common Stock (TPH) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +32.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 19, 2025 22 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% +72.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 19, 2025 22 days to disclose | ↓sold | A AZTAJointAzenta, Inc. - Common Stock (AZTA) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +32.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 17, 2025 24 days to disclose | ↑bought | Walmart Inc. Common Stock (WMT) Morgan Stanley - Select UMA Account # 1 | Good buy·+$4.2K+52.5% +48.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 17, 2025 24 days to disclose | ↓sold | I ITCIJointIntra-Cellular Therapies Inc. (ITCI) Morgan Stanley - Select UMA Account # 1 | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 13, 2025 28 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% +78.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 11, 2025 30 days to disclose | ↑bought | Walmart Inc. Common Stock (WMT) Morgan Stanley - Select UMA Account # 1 | Good buy·+$4.2K+52.5% +49.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 10, 2025 31 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +0.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 7, 2025 34 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% −0.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 6, 2025 35 days to disclose | ↓sold | Abbott Laboratories Common Stock (ABT) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% −0.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 6, 2025 35 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +71.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Apr 10, 2025 | Mar 5, 2025 36 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +67.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 27, 2025 7 days to disclose | ↓sold | F FNAJointParagon 28, Inc. Common Stock (FNA) Morgan Stanley - Select UMA Account # 1 | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 27, 2025 7 days to disclose | ↓sold | X XYZJointBlock, Inc. Class A Common Stock, (XYZ) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +28.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 27, 2025 7 days to disclose | ↓sold | Blackstone Inc. Common Stock (BX) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +1.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 26, 2025 8 days to disclose | ↓sold | Blackstone Inc. Common Stock (BX) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +2.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 24, 2025 10 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +59.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 21, 2025 13 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +57.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 21, 2025 13 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% +57.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 21, 2025 13 days to disclose | ↓sold | Charles Schwab Corporation (SCHW) Morgan Stanley - Select UMA Account # 1 ⚑ Banking · Committee on Financial Services | Flat·+0.0% +2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 19, 2025 15 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +1.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 14, 2025 20 days to disclose | ↓sold | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +5.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 13, 2025 21 days to disclose | ↑bought | Abbott Laboratories Common Stock (ABT) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$2.8K-34.5% −36.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 13, 2025 21 days to disclose | ↓sold | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +5.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 5, 2025 29 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$925+11.6% +7.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 3, 2025 31 days to disclose | ↑bought | X XYZJointBlock, Inc. Class A Common Stock, (XYZ) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$1.7K-21.6% −47.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 3, 2025 31 days to disclose | ↑bought | Walmart Inc. Common Stock (WMT) Morgan Stanley - Select UMA Account # 1 | Good buy·+$2.7K+34.0% +28.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 6, 2025 | Feb 3, 2025 31 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +62.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 31, 2025 10 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$342+4.3% +1.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 30, 2025 11 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$432+5.4% +3.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 30, 2025 11 days to disclose | ↑bought | G GLWJointCorning Incorporated Common Stock (GLW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$24K+299.6% +240.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 29, 2025 12 days to disclose | ↑bought | Abbott Laboratories Common Stock (ABT) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$2.6K-32.5% −34.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 29, 2025 12 days to disclose | ↑bought | Salesforce, Inc. Common Stock (CRM) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Bad buy·−$3.5K-44.0% −103.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 29, 2025 12 days to disclose | ↓sold | Quanta Services, Inc. Common Stock (PWR) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +26.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 28, 2025 13 days to disclose | ↑bought | Tesla, Inc. - Common Stock (TSLA) Morgan Stanley - Select UMA Account # 1 ⚑ Consumer Cyclical · Capital Markets | Good buy·+$478+6.0% +2.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 28, 2025 13 days to disclose | ↑bought | Abbott Laboratories Common Stock (ABT) Morgan Stanley - Select UMA Account # 1 | Bad buy·−$2.6K-32.3% −33.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 27, 2025 14 days to disclose | ↑bought | G GLWJointCorning Incorporated Common Stock (GLW) Morgan Stanley - Select UMA Account # 1 ⚑ Technology · Digital Assets, Financial Technology, and Artificial Intelligence | Good buy·+$24.3K+303.3% +240.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 24, 2025 17 days to disclose | ↑bought | Johnson & Johnson Common Stock (JNJ) Morgan Stanley - Select UMA Account # 1 | Good buy·+$4.6K+57.5% +54.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 24, 2025 17 days to disclose | ↓sold | I ITCIJointIntra-Cellular Therapies Inc. (ITCI) Morgan Stanley - Select UMA Account # 1 | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 22, 2025 19 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) Morgan Stanley - Select UMA Account # 1 ⚑ Telecom · Digital Assets, Financial Technology, and Artificial Intelligence | Flat·+0.0% +16.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 22, 2025 19 days to disclose | ↑bought | Walmart Inc. Common Stock (WMT) Morgan Stanley - Select UMA Account # 1 | Good buy·+$3.4K+43.0% +34.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 21, 2025 20 days to disclose | ↓sold | Quanta Services, Inc. Common Stock (PWR) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +24.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 21, 2025 20 days to disclose | ↑bought | Johnson & Johnson Common Stock (JNJ) Morgan Stanley - Select UMA Account # 1 | Good buy·+$4.5K+56.1% +51.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 17, 2025 24 days to disclose | ↓sold | I INTAJointIntapp, Inc. - Common Stock (INTA) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +25.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 16, 2025 25 days to disclose | ↑bought | Johnson & Johnson Common Stock (JNJ) Morgan Stanley - Select UMA Account # 1 | Good buy·+$4.5K+56.5% +51.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 16, 2025 25 days to disclose | ↑bought | D DJointDominion Energy, Inc. Common Stock (D) Morgan Stanley - Select UMA Account # 1 | Good buy·+$956+12.0% −2.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Feb 10, 2025 | Jan 8, 2025 33 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Morgan Stanley - Select UMA Account # 1 | Flat·+0.0% +5.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
Their record vs the S&P 500
96 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$136.2K
S&P 500 benchmark−$101.9K
Alpha+$238.1K
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.
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.