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Josh Gottheimer's Trade Disclosure

Filing Date:2025-03-06
Party:democrat
District:NJ-5

In the latest financial disclosure filing dated March 6, 2025, Congressman Josh Gottheimer from New Jersey's 5th district reported a series of trades involving various stocks throughout February 2025. The transactions primarily involved selling activities, with a few acquisitions noted.

  1. Sales:

    • Blackstone Inc. (BX): Gottheimer executed two sales of Blackstone Inc. common stock, each valued between $1,001 and $15,000, on February 26 and February 27.
    • Block, Inc. (XYZ): A sale of Block, Inc. Class A common stock was made on February 27, also within the $1,001 to $15,000 range.
    • Apple Inc. (AAPL): There were three separate sales of Apple Inc. common stock on February 3, February 21, and February 24, each falling in the same monetary range.
    • Charles Schwab Corporation (SCHW): A sale was recorded on February 21.
    • Berkshire Hathaway Inc. (BRK.B): A sale of Berkshire Hathaway Inc. New common stock occurred on February 21.
    • Ambev S.A. (ABEV): Two sales of Ambev S.A. American Depositary Shares were reported on February 6 and February 7.
  2. Purchases:

    • Abbott Laboratories (ABT): Gottheimer purchased shares of Abbott Laboratories common stock on February 13.
    • Broadcom Inc. (AVGO): A purchase of Broadcom Inc. common stock was made on February 6.
    • Block, Inc. (XYZ): A purchase of Block, Inc. Class A common stock occurred earlier in the month on February 3.

Overall, the transactions indicate a strategic reallocation of assets, with a notable emphasis on selling existing positions in well-known companies like Apple and Blackstone, while also acquiring new positions in Abbott Laboratories and Broadcom. The transactions were all within a consistent monetary range, suggesting a cautious approach to portfolio adjustments.

Transaction DateTypeSymbolAmountNotes
Feb 27, 2025Sell$1,001 - $15,000Blackstone Inc. Common Stock (BX) [ST]
Feb 27, 2025Sell$1,001 - $15,000Block, Inc. Class A Common Stock, (XYZ) [ST]
Feb 26, 2025Sell$1,001 - $15,000Blackstone Inc. Common Stock (BX) [ST]
Feb 24, 2025Sell$1,001 - $15,000Apple Inc. - Common Stock (AAPL) [ST]
Feb 21, 2025Sell$1,001 - $15,000Charles Schwab Corporation (SCHW) [ST]
Feb 21, 2025Sell$1,001 - $15,000Apple Inc. - Common Stock (AAPL) [ST]
Feb 21, 2025Sell$1,001 - $15,000Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]
Feb 13, 2025Buy$1,001 - $15,000Abbott Laboratories Common Stock (ABT) [ST]
Feb 7, 2025Sell$1,001 - $15,000Ambev S.A. American Depositary Shares (ABEV) [ST]
Feb 6, 2025Buy$1,001 - $15,000Broadcom Inc. - Common Stock (AVGO) [ST]
Feb 6, 2025Sell$1,001 - $15,000Ambev S.A. American Depositary Shares (ABEV) [ST]
Feb 3, 2025Buy$1,001 - $15,000Block, Inc. Class A Common Stock, (XYZ) [ST]
Feb 3, 2025Sell$1,001 - $15,000Apple Inc. - Common Stock (AAPL) [ST]