Congressional Trades
Josh Gottheimer

Josh Gottheimer

Democrat House NJ
+25.5% alpha vs S&P 500 · 3 buys evaluated
2891
STOCK Act Trades
1200
Buys
1691
Sells
456
Stocks Traded
$75002K – $345600K
Value Range
2026-08-14
Latest Trade
23 days
Median Filing Lag · 1% late
All Trades
2891 transactions, newest first · showing the 250 most recent
← swipe to see all columns
Most Traded Stocks
Tickers Josh trades most
Trade timeline
Buy Sell Dot size = disclosed trade amount

← swipe the chart to see the whole period

Performance Analysis
Josh's buys vs the S&P 500
Based on 3 buys held to today's close. Sell trades excluded — public disclosures don't include cost basis.
If you mirrored Gottheimer's buys equal-weighted on each disclosure date, your average position would be +33.8% today, vs +8.3% if you'd put the same money into SPY for the same time periods. That's +25.5% alpha over the index.
+33.8%
Gottheimer Avg Return
+8.3%
SPY Same Periods
+25.5%
Alpha vs SPY
GOOGLbought 2025-07-11
Gottheimer +94.9%
SPY +15.7%
+79.2%
Alpha
NVDAbought 2026-02-03
Gottheimer +20.1%
SPY +4.0%
+16.1%
Alpha
MSFTbought 2025-12-09
Gottheimer -13.5%
SPY +5.3%
-18.8%
Alpha
Method: each buy invested at next-day close on the transaction date, held to today. SPY benchmark uses identical entry dates. Past performance ≠ future results. Not financial advice.
Positions they finished
4 times Josh bought a stock and later sold the same stock, with both dates disclosed. 1 of the 4 beat the S&P 500 over the identical days.
Round trip 1 of 4

CBZ held 378 days

2023-02-23 → 2024-03-07
$50.37 to $76.15 adjusted close

+20.7pp
vs the S&P over the same days
$81.29 $43.13 2023-01-10 2024-04-19
Bought The 378 days they held it Sold

CBZ moved +51.2% while the S&P did +30.4%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.

Round trip 2 of 4

VRSK held 367 days

2022-02-04 → 2023-02-06
$191.68 to $172.70 adjusted close

-2.7pp
vs the S&P over the same days
$228.90 $149.20 2021-12-22 2023-03-21
Bought The 367 days they held it Sold

VRSK moved -9.9% while the S&P did -7.2%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.

Round trip 3 of 4

PANW held 85 days

2023-11-28 → 2024-02-21
$138.91 to $130.99 adjusted close

-15.4pp
vs the S&P over the same days
$195.44 $111.50 2023-10-16 2024-04-04
Bought The 85 days they held it Sold

PANW moved -5.7% while the S&P did +9.7%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.

Round trip 4 of 4

JBL held 298 days

2023-10-09 → 2024-08-02
$133.23 to $99.24 adjusted close

-50.1pp
vs the S&P over the same days
$159.29 $93.78 2023-08-25 2024-09-16
Bought The 298 days they held it Sold

JBL moved -25.5% while the S&P did +24.6%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.

32.9%
Across every member we can measure, most completed positions lost to the index. 167 of 508 closed round trips by 47 members beat the S&P 500 over their own holding periods — 32.9%, against the 50% you would get from chance. The median one finished -4.4 percentage points behind the index after 95 days. That is the opposite of what congressional trade-tracking usually implies, and it is what these disclosures actually show once the positions are closed.

What this is not: a profit. The STOCK Act discloses an amount band, never a share count. A member who bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band might have trimmed the position or might have watched it fall — nothing in the filing tells the two apart. So every figure here is the movement in the share price between two disclosed dates, next to what the S&P 500 did over exactly those days.

Only completed positions appear — one purchase, one sale, in that order. A stock bought twice, or sold before any purchase we hold, has no single cost basis we can honestly describe and is left out. Prices are adjusted closes, which account for splits and dividends; that is what makes the comparison with the index like for like, and it is why a price shown here can differ from what the stock traded at on the day.

Committees
What Josh helps oversee in Congress — and 58 disclosed trades in those sectors
House Committee on Financial Services
House Permanent Select Committee on Intelligence

A flagged trade means this member traded a company in a sector one of their committees oversees. It is drawn from public committee rosters and public disclosures, and it is not an allegation of wrongdoing — trading in an overseen sector is legal, and members do not necessarily direct their own trades.

⚠ Disclaimer: Congressional trading data from public STOCK Act disclosures. Trades may be filed up to 45 days after the transaction. This does not constitute evidence of insider trading or any improper activity. Not financial advice.

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