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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Transactions

14 / 28

Buys / sells

Tickers

35d

Longest lag

Tickers in this filing

MSFT15 BKNG2 AMD1 CHRD1 CTSH1 DBSDY1 DE1 EXAS1 FCX1 FSLR1 KKR1 LLY1 LNG1 LRLCY1 MDB1 META1 MRNA1 MS1 MSCI1 NFLX1 NVDA1 PANW1 REGN1 SCHW1 TEX1 TSM1 TTD1

Transactions disclosed

Trade date	Ticker	Asset	Type	Owner	Amount	Lag
Feb 1, 2024	SCHW	Charles Schwab Corporation (SCHW)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	LNG	Cheniere Energy, Inc. Common Stock (LNG)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	DE	Deere & Company Common Stock (DE)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	EXAS	Exact Sciences Corporation - Common Stock (EXAS)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	FSLR	First Solar, Inc. - Common Stock (FSLR)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	MRNA	Moderna, Inc. - Common Stock (MRNA)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	MS	Morgan Stanley Common Stock (MS)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	MSCI	MSCI Inc. Common Stock (MSCI)	sell	Joint	$1K–$15K	35d
Feb 1, 2024	TTD	The Trade Desk, Inc. - Class A Common Stock (TTD)	sell	Joint	$1K–$15K	35d
Feb 8, 2024	BKNG	Booking Holdings Inc. - Common Stock (BKNG)	buy	Joint	$1K–$15K	28d
Feb 8, 2024	LLY	Eli Lilly and Company Common Stock (LLY)	sell	Joint	$1K–$15K	28d
Feb 8, 2024	KKR	KKR & Co. Inc. Common Stock (KKR)	buy	Joint	$1K–$15K	28d
Feb 8, 2024	META	Meta Platforms, Inc. - Class A Common Stock (META)	sell	Joint	$1K–$15K	28d
Feb 8, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$1K–$15K	28d
Feb 8, 2024	MDB	MongoDB, Inc. - Class A Common Stock (MDB)	sell	Joint	$1K–$15K	28d
Feb 8, 2024	NFLX	Netflix, Inc. - Common Stock (NFLX)	sell	Joint	$1K–$15K	28d
Feb 8, 2024	NVDA	NVIDIA Corporation - Common Stock (NVDA)	sell	Joint	$1K–$15K	28d
Feb 8, 2024	REGN	Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)	sell	Joint	$1K–$15K	28d
Feb 9, 2024	BKNG	Booking Holdings Inc. - Common Stock (BKNG)	buy	Joint	$1K–$15K	27d
Feb 9, 2024	TSM	Taiwan Semiconductor Manufacturing Company Ltd. (TSM)	sell	Joint	$1K–$15K	27d
Feb 12, 2024	CTSH	Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH)	sell	Joint	$1K–$15K	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	buy	Joint	$1.0M–$5.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	buy	Joint	$1.0M–$5.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	buy	Joint	$500K–$1.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	buy	Joint	$1.0M–$5.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	buy	Joint	$1.0M–$5.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$1.0M–$5.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$1.0M–$5.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$1.0M–$5.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$500K–$1.0M	24d
Feb 12, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$1.0M–$5.0M	24d
Feb 13, 2024	CHRD	Chord Energy Corporation - Common Stock (CHRD)	buy	Joint	$1K–$15K	23d
Feb 13, 2024	DBSDY	DBS GROUP HLDGS LTD S/ADR (DBSDY)	buy	Joint	$1K–$15K	23d
Feb 13, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	buy	Joint	$500K–$1.0M	23d
Feb 13, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	buy	Joint	$1.0M–$5.0M	23d
Feb 13, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$1.0M–$5.0M	23d
Feb 13, 2024	MSFT	Microsoft Corporation - Common Stock (MSFT)	sell	Joint	$500K–$1.0M	23d
Feb 13, 2024	TEX	Terex Corporation Common Stock (TEX)	sell	Joint	$1K–$15K	23d
Feb 21, 2024	PANW	Palo Alto Networks, Inc. (PANW)	sell	Joint	$1K–$15K	15d
Feb 22, 2024	AMD	Advanced Micro Devices, Inc. (AMD)	buy	Joint	$1K–$15K	14d
Feb 26, 2024	LRLCY	L'Oreal Co. American Depositary Shares (LRLCY)	buy	Joint	$1K–$15K	10d
Feb 29, 2024	FCX	Freeport-McMoRan, Inc. Common Stock (FCX)	sell	Joint	$1K–$15K	7d

Other recent filings by Josh Gottheimer

PTR filed Aug 10, 202613 trades · GOOGN, IBM, CCI, CRWD
PTR filed Jul 7, 20267 trades · ADC, BABA, BKNG, INSM
PTR filed Jun 3, 202620 trades · MSFT, BRK.B, NSRGY, ABBV
PTR filed May 19, 202626 trades · AMD, GS, ALLY, CBZ
PTR filed Apr 8, 202618 trades · MSFT, ALC, APD, CBZ
PTR filed Mar 16, 202616 trades · XOM, CMI, CVNA, FICO

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From Coldpine Research

Data parsed from the public STOCK Act filing linked above. Coldpine is a publisher of intelligence on congressional disclosures, not an investment adviser. Nothing here is a recommendation. See scores and Coldpine's read on every trade, free with an account →