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Josh S. Gottheimer JG

house, NJ

Josh S. Gottheimer

D
Neutral

1013

Total Trades

358

Purchases

655

Sales

$3,302,500

Est. Net Sold

+62.7%

Buys Since Purchase

Purchase Performance vs. SPY

Purchases

+62.65%

$45,798,500 → $74,491,858

Same $ in SPY

+67.67%

$45,798,500 → $76,791,783

vs. SPY

-5.02%

purchases minus benchmark

Wins / Losses

193 / 148

341 priced purchases

Purchases vs. the same dollars in SPY

Gottheimer's purchases Same $ in SPY

Each purchase buys its disclosed-range midpoint at the close on the purchase date (or the strike for exercised options); the SPY line buys the same dollars of SPY that day. Both lines are percent gain on dollars invested to date, Dec 15, 2020 to Sep 18, 2026.

Recent Trades

Date Asset Owner Type Details Amount Range Filed Since Buy PDF
Aug 14, 2026 MSFT
Microsoft Corporation - Common Stock (MSFT)
Joint Purchase Option $340 strike exp 10/16/26 $250K-$500K Sep 14, 2026 -0.3%
Aug 14, 2026 MSFT
Microsoft Corporation - Common Stock (MSFT)
Joint Sale Option $335 strike exp 12/18/26 $500K-$1M Sep 14, 2026
Aug 14, 2026 MSFT
Microsoft Corporation - Common Stock (MSFT)
Joint Sale Option $340 strike exp 12/18/26 $250K-$500K Sep 14, 2026
Aug 14, 2026 MSFT
Microsoft Corporation - Common Stock (MSFT)
Joint Purchase Option $330 strike exp 10/16/26 $500K-$1M Sep 14, 2026 -0.3%
Aug 06, 2026 RSG
Republic Services, Inc. Common Stock (RSG)
Joint Purchase Stock $1K-$15K Sep 14, 2026 +4.0%
Aug 06, 2026 AMAT
Applied Materials, Inc. - Common Stock (AMAT)
Joint Purchase Stock $1K-$15K Sep 14, 2026 -15.7%
Aug 06, 2026 QSR
Restaurant Brands International Inc. Common Shares (QSR)
Joint Purchase Stock $1K-$15K Sep 14, 2026 -0.1%
Jul 24, 2026 GOOGM
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM)
Joint Purchase Stock $1K-$15K Aug 10, 2026 +5.3%
Jul 24, 2026 GOOGN
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN)
Joint Purchase Stock $1K-$15K Aug 10, 2026 +4.6%
Jul 23, 2026 GOOGN
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN)
Joint Purchase Stock $1K-$15K Aug 10, 2026 +4.5%
Jul 23, 2026 CCI
Crown Castle Inc. Common Stock (CCI)
Joint Sale Stock $1K-$15K Aug 10, 2026
Jul 20, 2026 SAIL
SailPoint Technologies Holdings, Inc. (SAIL)
Joint Purchase Stock $1K-$15K Aug 10, 2026 +30.3%
Jul 20, 2026 NICE
NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE)
Joint Purchase Stock $1K-$15K Aug 10, 2026 +3.6%
Jul 17, 2026 MNST
Monster Beverage Corporation - Common Stock (MNST)
Joint Purchase Stock $1K-$15K Aug 10, 2026 -54.1%
Jul 17, 2026 GTLS
Chart Industries, Inc. (GTLS)
Joint Sale Stock $1K-$15K Aug 10, 2026
Jul 16, 2026 PANW
Palo Alto Networks, Inc. (PANW)
Joint Purchase Stock $1K-$15K Aug 10, 2026 +2.7%
Jul 16, 2026 IBM
International Business Machines Corporation Common Stock (IBM)
Joint Sale Stock $1K-$15K Aug 10, 2026
Jul 15, 2026 CRWD
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)
Joint Purchase Stock $1K-$15K Aug 10, 2026 +14.9%
Jul 15, 2026 IBM
International Business Machines Corporation Common Stock (IBM)
Joint Sale (partial) Stock $1K-$15K Aug 10, 2026
Jul 14, 2026 FN
Fabrinet Ordinary Shares (FN)
Joint Sale Stock $1K-$15K Aug 10, 2026

"Since Buy" is the stock's move from the close on the reported purchase date (or the strike, for exercised options) to the latest close, refreshed nightly. Option purchases are scored on the underlying stock's move as if shares had been bought that day. Sales are not scored. Hover a detail cell to read the filing's own description of the transaction.

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