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Josh Gottheimer Periodic Transaction Report

Filed Mar 7, 2024 · House Clerk · 42 transactions

U.S. Representative · D · NJ-05 · All trades by Josh Gottheimer

On March 7, 2024, Rep. Josh Gottheimer (D-NJ-05) filed a periodic transaction report with the House Clerk disclosing 42 transactions (14 purchases, 28 sales) dated Feb 1, 2024 through Feb 29, 2024.

The filing covers 27 tickers, including $MSFT, $BKNG, $AMD, $CHRD, $CTSH.

Reported amount ranges sum to $12.0M–$54.4M. Congress reports trade sizes in ranges, not exact figures.

Every trade was reported within the STOCK Act's 45-day window. The longest lag in this filing was 35 days.

42 transactions were reported under a spouse, dependent child, or joint account rather than the member directly.

Source document: House Clerk filing 20024612

Sample · the intelligence layer

Coldpine signal scoreA 0-1 composite from four weighted factors: disclosure speed, trade size, cluster activity (multiple members buying the same name), and the member’s track record. ≥ 0.65 is the high-conviction tier; ≥ 0.50 is moderate. Trades from trust-managed members are penalized (× 0.2 multiplier). It’s research, not a recommendation.

Josh Gottheimer · Sold $MSFT · Feb 12 · $1.0M–$5.0M

0.15LOW
Disclosure speedx 0.250.30
Trade sizex 0.251.00
Cluster activityx 0.151.00

3 other members traded this name in the same window.

Track recordx 0.350.83

Managed-account penalty applied (x 0.20): filings dominated by trust or wealth-manager activity are discounted.

Coldpine’s read

Gottheimer's seat on House Financial Services and the Intelligence Committee gives him exposure to both fintech oversight and classified briefings on AI/cloud national security matters relevant to Microsoft. The $1M–$5M size is substantial, and the position is actually a sale of deep in-the-money June 2025 $220 calls rather than common stock. Three other members traded MSFT in the same direction within 30 days, and the 24-day disclosure lag is within STOCK Act limits but leaves room for market absorption.

Every disclosed trade in the database gets this treatment: a four-factor score and a written read from Coldpine’s AI-based analysis. Informational only, not investment advice. Create a free account for every scored trade →

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42
Transactions
14 / 28
Buys / sales
27
Tickers
35d
Longest lag

Tickers in this filing

MSFT15BKNG2AMD1CHRD1CTSH1DBSDY1DE1EXAS1FCX1FSLR1KKR1LLY1LNG1LRLCY1MDB1META1MRNA1MS1MSCI1NFLX1NVDA1PANW1REGN1SCHW1TEX1TSM1TTD1

Transactions disclosed

Trade dateTickerAssetTypeOwnerAmountLag
Feb 1, 2024SCHW
Charles Schwab Corporation (SCHW)
sellJoint$1K–$15K35d
Feb 1, 2024LNG
Cheniere Energy, Inc. Common Stock (LNG)
sellJoint$1K–$15K35d
Feb 1, 2024DE
Deere & Company Common Stock (DE)
sellJoint$1K–$15K35d
Feb 1, 2024EXAS
Exact Sciences Corporation - Common Stock (EXAS)
sellJoint$1K–$15K35d
Feb 1, 2024FSLR
First Solar, Inc. - Common Stock (FSLR)
sellJoint$1K–$15K35d
Feb 1, 2024MRNA
Moderna, Inc. - Common Stock (MRNA)
sellJoint$1K–$15K35d
Feb 1, 2024MS
Morgan Stanley Common Stock (MS)
sellJoint$1K–$15K35d
Feb 1, 2024MSCI
MSCI Inc. Common Stock (MSCI)
sellJoint$1K–$15K35d
Feb 1, 2024TTD
The Trade Desk, Inc. - Class A Common Stock (TTD)
sellJoint$1K–$15K35d
Feb 8, 2024BKNG
Booking Holdings Inc. - Common Stock (BKNG)
buyJoint$1K–$15K28d
Feb 8, 2024LLY
Eli Lilly and Company Common Stock (LLY)
sellJoint$1K–$15K28d
Feb 8, 2024KKR
KKR & Co. Inc. Common Stock (KKR)
buyJoint$1K–$15K28d
Feb 8, 2024META
Meta Platforms, Inc. - Class A Common Stock (META)
sellJoint$1K–$15K28d
Feb 8, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$1K–$15K28d
Feb 8, 2024MDB
MongoDB, Inc. - Class A Common Stock (MDB)
sellJoint$1K–$15K28d
Feb 8, 2024NFLX
Netflix, Inc. - Common Stock (NFLX)
sellJoint$1K–$15K28d
Feb 8, 2024NVDA
NVIDIA Corporation - Common Stock (NVDA)
sellJoint$1K–$15K28d
Feb 8, 2024REGN
Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)
sellJoint$1K–$15K28d
Feb 9, 2024BKNG
Booking Holdings Inc. - Common Stock (BKNG)
buyJoint$1K–$15K27d
Feb 9, 2024TSM
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
sellJoint$1K–$15K27d
Feb 12, 2024CTSH
Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH)
sellJoint$1K–$15K24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
buyJoint$1.0M–$5.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
buyJoint$1.0M–$5.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
buyJoint$500K–$1.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
buyJoint$1.0M–$5.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
buyJoint$1.0M–$5.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$1.0M–$5.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$1.0M–$5.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$1.0M–$5.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$500K–$1.0M24d
Feb 12, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$1.0M–$5.0M24d
Feb 13, 2024CHRD
Chord Energy Corporation - Common Stock (CHRD)
buyJoint$1K–$15K23d
Feb 13, 2024DBSDY
DBS GROUP HLDGS LTD S/ADR (DBSDY)
buyJoint$1K–$15K23d
Feb 13, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
buyJoint$500K–$1.0M23d
Feb 13, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
buyJoint$1.0M–$5.0M23d
Feb 13, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$1.0M–$5.0M23d
Feb 13, 2024MSFT
Microsoft Corporation - Common Stock (MSFT)
sellJoint$500K–$1.0M23d
Feb 13, 2024TEX
Terex Corporation Common Stock (TEX)
sellJoint$1K–$15K23d
Feb 21, 2024PANW
Palo Alto Networks, Inc. (PANW)
sellJoint$1K–$15K15d
Feb 22, 2024AMD
Advanced Micro Devices, Inc. (AMD)
buyJoint$1K–$15K14d
Feb 26, 2024LRLCY
L'Oreal Co. American Depositary Shares (LRLCY)
buyJoint$1K–$15K10d
Feb 29, 2024FCX
Freeport-McMoRan, Inc. Common Stock (FCX)
sellJoint$1K–$15K7d

Other recent filings by Josh Gottheimer

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From Coldpine Research

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