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HOUSE · NJ-5 · SINCE 2017

Josh Gottheimer portfolio

Josh Gottheimer has represented NJ's 5th district in the House since 2017. Committee seats: Permanent Select Committee on Intelligence, Financial Services. Josh Gottheimer has disclosed 3610 trades (1507 purchases, 2100 sales); the latest was on Sep 25, 2026. Over the past year the disclosed stock holdings returned +3.0%, against +11.9% for the S&P 500.

DDemocratParty
Member of HouseRepresents NJ
$3.7MEst. portfolio value
1 month agoLast trade
+3.0%1Y return, from filings
1M return+1.3%S&P 500 +0.7% · 158 positionsOn their trade dates: +0.5%
3M return+2.9%S&P 500 +3.7% · 160 positionsOn their trade dates: +2.9%
YTD return+4.5%S&P 500 +12.8% · 186 positionsOn their trade dates: +6.0%
1Y return+3.0%S&P 500 +11.9% · 188 positionsOn their trade dates: +4.7%
3Y return+61.6%S&P 500 +85.1% · 269 positionsOn their trade dates: +67.2%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $2.9M across 163 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Josh Gottheimer
InvestmentEst. holding valueLast transactionTotal boughtAvg. costSince filedCurrent priceTrades
NVDANVIdIa Corporation$189KJun 24, 2025Purchase$14K–210K14 purchases$20.91+880.51%$213.7543
UALUnited Airlines Holdings, Inc.$113KMar 17, 2020Purchase$15K–50K1 purchase$30.67+239.08%$106.811
JNJJohnson & Johnson$96KApr 9, 2025Sale (partial)$10K–150K10 purchases$146.06+85.62%$275.1215
TSLATesla, Inc.$94KJun 5, 2025Sale (partial)$27K–405K27 purchases$151.24+168.24%$405.7961
SHOPShopify Inc. Class A Subordina teVoting Shares$84KMar 19, 2025Sale (partial)$8K–120K8 purchases$63.86+168.18%$166.6514
URIUnited Rentals, Inc.$74KFeb 21, 2017Purchase$1K–15K1 purchase$128.93+702.68%$1,189.411
METAMeta Platforms, Inc. - Class A$72KApr 9, 2025Sale (partial)$8K–120K8 purchases$234.55+149.91%$624.8717
WMTWalmart Inc.$63KJul 28, 2025Sale (partial)$7K–105K7 purchases$92.25+30.09%$120.789
MAMastercard Incorporated$62KApr 9, 2025Sale (partial)$11K–165K11 purchases$435.06+48.05%$638.4227
VIAVViavi Solutions Inc.$52KJul 19, 2024Purchase$4K–60K4 purchases$9.41+243.65%$34.136
PGRProgressive Corporation$49KApr 9, 2025Sale (partial)$15K–50K1 purchase$95.69+141.37%$229.184
NFLXNetflix, Inc.$44KApr 9, 2025Sale (partial)$7K–105K7 purchases$35.56+78.31%$61.7923
GLWCorning Incorporated Common Stock$43KMay 28, 2025Purchase$2K–30K2 purchases$49.00+160.83%$131.596
AMD# 2 advanced Micro devices, Inc.$41KMay 5, 2026Purchase$3K–45K3 purchases$330.46+26.21%$567.3432
NOCNorthrop Grumman Corporation$41KApr 9, 2025Sale (partial)$17K–80K3 purchases$455.63+18.16%$565.326
NTRANatera, Inc. - Common Stock$39KSep 22, 2025Purchase$3K–45K3 purchases$170.69+146.65%$424.244
TXNTexas Instruments Incorporated$39KApr 9, 2025Sale (partial)$8K–120K8 purchases$120.38+162.43%$308.6417
AVGO# 1 broadcom Inc.$39KJun 25, 2025Purchase$6K–90K6 purchases$110.63+185.95%$343.2015
GOOG# 1 alphabet Inc. - Class C Capital Stock$39KMay 8, 2025Sale (partial)$28K–420K28 purchases$97.25+182.65%$282.2561
KMTUYKomatsu Ltd ord american depositary Shares$32KApr 13, 2020Purchase$3K–45K3 purchases$21.77+86.42%$39.254
MTDRResources Company$31KJun 21, 2024Sale (partial)$3K–45K3 purchases$22.59+213.65%$59.656
DCODucommun Incorporated$29KOct 11, 2023Purchase$1K–15K1 purchase$45.95+253.25%$168.751
SBUXStarbucks Corporation$29KApr 17, 2025Sale (partial)$34K–160K6 purchases$89.60+24.36%$104.8318
MELIMercadoLibre, Inc.$28KJan 27, 2025Sale (partial)$7K–105K7 purchases$1,278.09+26.02%$1,644.3520
HQYHealthEquity, Inc.$28KNov 7, 2024Sale (partial)$4K–60K4 purchases$49.94+97.71%$101.837
AAPLapple Inc.$27KApr 9, 2025Sale (partial)$47K–355K19 purchases$168.27+106.50%$349.2976
SBGSYSchneider Electric SE Unsponsored adR$26KJun 21, 2024Sale (partial)$2K–30K2 purchases$18.76+199.92%$55.284
SPOTSpotify Technology S.A. Ordin aryShares$25KMar 24, 2025Sale (partial)$2K–30K2 purchases$223.95+191.08%$553.498
HLNHaleon plc American Depositary Shares$25KApr 9, 2025Sale (partial)$5K–75K5 purchases$8.58+0.33%$8.497
ABTabbott Laboratories$23KMay 27, 2026Sale (partial)$7K–105K7 purchases$104.15-3.06%$103.6511
MMM3M Company Common Stock$22KApr 28, 2026Sale (partial)$4K–60K4 purchases$137.80+23.58%$176.626
GMABGenmab A/S - American Depositary Shares$21KJan 16, 2025Purchase$1K–15K1 purchase$21.22+204.44%$56.908
MTSIMaCoM Technology Solutions Holdings, Inc.$21KApr 9, 2025Sale (partial)$1K–15K1 purchase$16.67+1310.18%$254.266
PANWPalo Alto Networks, Inc.$21KJul 16, 2026Purchase$2K–30K2 purchases$284.78+15.08%$373.456
ATRCAtriCure, Inc.$21KJul 19, 2024Purchase$1K–15K1 purchase$24.17+160.39%$62.263
XOMExxon Mobil Corporation$20KFeb 4, 2026Purchase$2K–30K2 purchases$142.85+15.59%$181.753
AIRP aaR Corp.$20KMar 2, 2018Purchase$1K–15K1 purchase$42.49+129.94%$104.261
BAPCredicorp Ltd.$20KJan 11, 2024Purchase$1K–15K1 purchase$147.84+113.90%$361.524
VCYTVeracyte, Inc.$19KOct 16, 2023Purchase$2K–30K2 purchases$24.61+110.07%$50.294
ASML# 1 aSML Holding N.V. - New YorkRegistry Shares$18KMay 22, 2025Purchase$1K–15K1 purchase$740.70+113.75%$1,675.9912
VVisa Inc.$18KFeb 18, 2026Sale (partial)$10K–150K10 purchases$345.04+20.11%$410.1021
ASAZYAssa Abloy AB Unsponsored ADR$17KJun 21, 2024Sale (partial)$2K–30K2 purchases$10.96+83.43%$19.373
APPFAppFolio, Inc. - Class A$17KApr 9, 2025Sale (partial)$3K–45K3 purchases$125.78+57.71%$203.856
RIORio Tinto Plc$17KApr 9, 2025Sale (partial)$3K–45K3 purchases$51.95+72.08%$85.355
MNSTMonster beverage Corporat ion$17KJul 17, 2026Purchase$2K–30K2 purchases$44.27+10.31%$46.1316
RVLVRevolve Group, Inc. Class A$17KOct 16, 2023Purchase$2K–30K2 purchases$22.49+9.79%$23.302
COCOThe Vita Coco Company, Inc.$16KDec 1, 2023Purchase$1K–15K1 purchase$27.79+130.56%$56.811
NTDOYNintendo Co Ltd AdR$16KJun 17, 2026Sale (partial)$32K–130K4 purchases$12.45+5.49%$12.9210
LUKOYLukoil Co Sponsored adR$16KFeb 4, 2021Purchase$3K–45K3 purchases$69.70——4
BRKS# 1 brooks Automation, I nc.$16KJan 5, 2021Purchase$2K–30K2 purchases$69.50——2
PCLNThe Priceline Group Inc.$16KFeb 7, 2018Purchase$2K–30K2 purchasesNo data—$30.092
NICENICE Ltd - American Depositary Shares each representing one Ordinary Share$16KJul 20, 2026Purchase$2K–30K2 purchases$113.85+2.33%$113.562
DASHDoorDash, Inc.$16KApr 9, 2025Sale (partial)$2K–30K2 purchases$124.03+40.31%$179.873
CBZCBIZ, Inc.$16KApr 6, 2026Purchase$1K–15K1 purchase$28.28+77.86%$54.985
SBCFSeacoast banking Corporation of Florida$15KMar 29, 2023Sale (partial)$3K–45K3 purchases$22.76+43.51%$33.365
INTAIntapp, Inc.$15KApr 13, 2026Purchase$1K–15K1 purchase$21.11+92.15%$39.3910
UMBFUMB Financial Corporation$15KApr 9, 2025Sale (partial)$2K–30K2 purchases$82.95+67.09%$135.493
GOOGNShare of Series B Mandatory Convertible Preferred Stock$15KJul 24, 2026Purchase$2K–30K2 purchases$46.77-15.39%$42.602
OCFCOceanFirst Financi al Corp.$14KApr 15, 2024Purchase$4K–60K4 purchases$17.23+3.98%$17.846
AGIOAgios Pharmaceuticals, Inc. - Common Stock$14KJan 24, 2024Purchase$1K–15K1 purchase$21.51+42.09%$38.081
TTNDYTECHTRONIC INDUS LTD ADR$14KApr 21, 2025Purchase$1K–15K1 purchase$48.21+40.58%$84.804
RTXRTX Corporation Common Stock$13KApr 23, 2025Purchase$1K–15K1 purchase$120.28+52.99%$200.091
KOCoca-Cola Company$13KApr 9, 2025Sale (partial)$2K–30K2 purchases$62.33+43.38%$92.5521
ANET# 1 arista Networks, Inc.$13KJan 31, 2025Sale (partial)$2K–30K2 purchases$50.90+245.71%$185.907
SLABLaboratories, I nc.$13KFeb 26, 2021Sale (partial)$1K–15K1 purchase$72.75+130.60%$221.722
GBOOYGrupo Financiero banorte, S.a.b. de C.V Sponsored adR$12KJan 27, 2025Purchase$1K–15K1 purchase$36.26+57.70%$56.415
ALGMAllegro MicroSystems, Inc.$12KOct 17, 2024Purchase$1K–15K1 purchase$20.62+44.93%$31.906
LLYEli Lilly and Company$12KMay 13, 2025Sale (partial)$18K–270K18 purchases$415.94+221.31%$1,374.7344
TNDMTandem Diabetes Care, Inc. - Common Stock$12KSep 22, 2025Purchase$1K–15K1 purchase$13.06+35.93%$20.053
PNGAYPing an Insurance$12KJan 11, 2024Purchase$1K–15K1 purchase$8.33+47.91%$12.7511
UNHUnitedHealth Group Incorporated Common Stock$12KFeb 5, 2026Purchase$1K–15K1 purchase$268.55+42.88%$407.9216
AORTArtivion, Inc.$12KJul 14, 2023Purchase$1K–15K1 purchase$15.65+41.86%$23.282
BCRXBioCryst Pharmaceuticals, Inc.$11KOct 16, 2023Purchase$1K–15K1 purchase$5.94+70.38%$8.493
MTXMinerals Technologi es Inc.$11KJun 21, 2024Sale (partial)$2K–30K2 purchases$57.69-2.97%$62.363
SCHWCharles Schwab Corporation$11KApr 7, 2025Purchase$10K–150K10 purchases$56.81+53.20%$89.7223
TELTE Connectivity Ltd. New Switzerland Registered Shares$11KMay 22, 2025Purchase$1K–15K1 purchase$158.91+34.28%$222.588
SAILSailPoint Technologies Holdings, Inc.$11KJul 20, 2026Purchase$1K–15K1 purchase$15.22+9.33%$21.221
SONYSony Group Corporation American Depositary Shares$11KJul 19, 2024Purchase$1K–15K1 purchase$18.57+43.20%$25.343
GTESGates Industrial Corporation plc Ordinary Shares$11KOct 31, 2024Purchase$1K–15K1 purchase$19.35+22.34%$26.121
TCBITexas Capital bancshares, Inc.$11KOct 31, 2024Purchase$1K–15K1 purchase$76.95+20.80%$103.262
SGIOYShionogi & Co Ltd UnsponsoredAdR$11KJul 19, 2024Purchase$1K–15K1 purchase$7.06+30.73%$9.437
TWLOTwilio Inc. Class a$10KMay 4, 2026Purchase$1K–15K1 purchase$189.67+6.97%$243.118
CRWDCrowdStrike Holdings, Inc. - Class A Common Stock$10KJul 15, 2026Purchase$1K–15K1 purchase$206.77+15.68%$260.471
CBChubb Limited Common Stock$10KJun 13, 2025Purchase$1K–15K1 purchase$286.79+29.63%$359.851
MRKMerck & Company, Inc. Common Stock$10KFeb 4, 2026Purchase$1K–15K1 purchase$118.33+28.46%$148.294
MUMicron Technology, Inc. - Common Stock$10KMay 21, 2026Purchase$1K–15K1 purchase$762.10-11.98%$950.211
GEVGE Vernova Inc. Common Stock$10KFeb 5, 2026Purchase$1K–15K1 purchase$737.53+9.60%$906.791
PTENPatterson-UTI Energy, Inc.$10KJan 11, 2024Purchase$3K–45K3 purchases$13.14-9.56%$12.485
DHID.R. Horton, Inc.$10KApr 21, 2025Purchase$1K–15K1 purchase$120.76+18.96%$145.2212
ADYEYADYEN NV UNSP/ADR$10KOct 16, 2023Purchase$1K–15K1 purchase$7.65-9.08%$9.115
CSWCSW Industrials, Inc. Common Stock$9KNov 17, 2025Purchase$1K–15K1 purchase$241.31-6.39%$286.031
IFNNYInfineon Technolog ies aG$9KApr 13, 2026Purchase$1K–15K1 purchase$51.19-20.16%$60.0119
CATYancorp$9KApr 9, 2025Sale (partial)$1K–15K1 purchase$23.36+172.82%$65.154
SHLSShoals Technologies Group, Inc. - Class A$9KJul 19, 2024Purchase$1K–15K1 purchase$6.59+44.16%$7.6610
GILDGilead Sciences, Inc.$9KJan 27, 2026Purchase$1K–15K1 purchase$140.97+12.54%$161.805
TMOThermo Fisher Scientific Inc$9KSep 10, 2024Purchase$1K–15K1 purchase$624.21+17.17%$704.085
APDair Products and Chem icals, Inc.$9KMar 5, 2026Purchase$9K–135K9 purchases$247.32+41.88%$309.5116
LOPECanyon Education, Inc.$9KMay 6, 2024Purchase$1K–15K1 purchase$138.31+8.27%$154.745
BRK.Bberkshire Hathaway Inc. New$9KMay 4, 2026Sale (partial)$6K–90K6 purchases$285.23+83.44%$544.3614
FWRGFirst Watch Restaurant Group, Inc. - Common Stock$9KApr 6, 2026Purchase$1K–15K1 purchase$11.36+11.71%$12.173
MSFTP Microsoft Corporation$9KFeb 2, 2026Sale (partial)$573K–1.2M21 purchases$267.01+93.45%$520.2973
PWPPerella Weinberg Partners - Class A Common Stock$9KMar 7, 2024Purchase$1K–15K1 purchase$13.44-6.20%$14.301
GS# 1Goldman Sachs Group, Inc.$8KApr 16, 2026Purchase$1K–15K1 purchase$900.00+0.74%$935.628
ADIAnalog Devices, Inc. - Common Stock$8KMay 19, 2026Purchase$1K–15K1 purchase$414.31-2.64%$426.101
SNDKSandisk Corporation - Common Stock When-Issued$8KMay 7, 2026Purchase$1K–15K1 purchase$1,339.96-25.26%$1,368.871
CGNX# 2Cognex Corporation$8KFeb 14, 2018Purchase$1K–15K1 purchase$58.05+4.66%$58.733
SQSquare, Inc. Class a$8KDec 30, 2024Purchase$1K–15K1 purchase$87.48——14
TWKSThoughtworks Holding, Inc.$8KOct 16, 2023Purchase$1K–15K1 purchase$3.89——8
EBSBnc.$8KOct 16, 2020Purchase$1K–15K1 purchase$11.76——3
CRYCryoLife, Inc.$8KOct 16, 2020Purchase$1K–15K1 purchaseNo data—$15.193
RDS.BRoyal dutch Shell PLC Royal dutch Shell PLC american depositary Shares$8KJul 16, 2020Purchase$2K–30K2 purchases$33.60——4
WPXWPX Energy, Inc.$8KSep 13, 2019Purchase$1K–15K1 purchase$10.98——1
POL# 1Polyone Corporation$8KJan 18, 2019Purchase$1K–15K1 purchaseNo data——3
TUPTupperware brands Corporation$8KJan 11, 2019Purchase$1K–15K1 purchase$37.12——2
DPLO# 2 diplomat Pharmacy, I nc.$8KJan 11, 2019Purchase$1K–15K1 purchase$12.88——2
HIBBMorgan Stanley > UMa active assets acco untHibbett Sports, Inc.$8KJan 18, 2018Purchase$1K–15K1 purchase$24.95——1
IPXLInc.$8KOct 31, 2017Purchase$1K–15K1 purchase$18.15——1
SNHYSNHY$8KMay 5, 2017Purchase$1K–15K1 purchase$40.15——1
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares$8KApr 6, 2026Purchase$2K–30K2 purchases$127.99-10.60%$111.783
QSRRestaurant Brands International Inc. Common Shares$8KAug 6, 2026Purchase$1K–15K1 purchase$72.92-8.35%$72.301
LITELumentum Holdings Inc. - Common Stock$8KMay 22, 2026Purchase$1K–15K1 purchase$946.90-0.29%$935.251
FSSFederal Signal Corporation Common Stock$8KFeb 26, 2026Purchase$1K–15K1 purchase$117.63+6.58%$113.971
CMICummins Inc. Common Stock$8KFeb 5, 2026Purchase$1K–15K1 purchase$540.65-4.20%$522.151
HMNHorace Mann Educators Corporation$8KApr 9, 2025Sale (partial)$4K–60K4 purchases$37.44+44.40%$46.657
CHGCYChugai Pharmaceutical Ltd Unsponsored adR$8KApr 9, 2025Sale (partial)$3K–45K3 purchases$11.80+68.97%$21.107
APNHY# 2 aspen Pharmacare Hold ings plcUnsponsored adR$8KJan 11, 2019Purchase$1K–15K1 purchase$10.15-12.36%$9.642
ICEIntercontinental Exchange Inc.$8KJan 26, 2026Purchase$1K–15K1 purchase$175.10+1.73%$165.715
FCXFreeport-McMoRan, Inc.$8KApr 15, 2026Purchase$1K–15K1 purchase$68.70+10.67%$64.9714
FMXFomento Economico Mexicano S.a.b. de C.V.$8KApr 9, 2025Sale (partial)$4K–60K4 purchases$80.37+56.22%$122.908
DSGXThe descartes Systems Group Inc.$7KApr 9, 2025Sale (partial)$1K–15K1 purchase$32.80+146.61%$91.033
GOOGMShare of Series A Mandatory Convertible Preferred Stock$7KJul 24, 2026Purchase$1K–15K1 purchase$46.81-15.90%$42.591
SESea Limited American Depositary Shares, each representing one Class A Ordinary Share$7KMar 10, 2026Purchase$1K–15K1 purchase$89.17-9.73%$77.013
IRTIndependence Realty Trust, Inc. Common Stock$7KSep 22, 2025Purchase$1K–15K1 purchase$17.03-9.04%$14.653
MGYMagnolia Oil & Gas CorporationClass A$7KApr 9, 2025Sale (partial)$2K–30K2 purchases$11.72+143.68%$26.345
SSLSasol Ltd. american depositary Shares$6KJan 10, 2020Purchase$1K–15K1 purchase$21.57+15.91%$17.122
MTCHMatch Group, Inc.$6KJan 31, 2023Purchase$1K–15K1 purchase$54.12-2.70%$42.457
ALB# 1 albemarle Corporation$6KAug 7, 2017Purchase$1K–15K1 purchase$123.08-1.48%$94.211
SSMXYSysmex Corporation Unsponsored adR$6KDec 5, 2025Sale (partial)$5K–75K5 purchases$16.68-25.69%$12.109
TLKPT Telekomunikasi Indonesia, Tbk$6KApr 21, 2025Purchase$1K–15K1 purchase$15.28-29.41%$11.168
PRAAPRa Group, Inc.$6KJan 11, 2019Purchase$1K–15K1 purchase$28.48-32.33%$19.972
GWWW.W. Grainger, Inc.$6KDec 12, 2024Sale (partial)$1K–15K1 purchase$726.06+72.41%$1,365.882
BBVA# 3 banco bilbao Vizcaya argentaria S.a.$6KMar 13, 2025Sale (partial)$4K–60K4 purchases$4.53+417.97%$24.3411
NOVTNovanta Inc. - Common Shares$5KJul 25, 2022Sale (partial)$1K–15K1 purchase$88.74+87.86%$151.432
APPApplovin Corporation - Class A Common Stock$5KMay 28, 2025Purchase$1K–15K1 purchase$390.26-32.94%$257.125
SUPNSupernus Pharmaceuticals, Inc.$5KDec 23, 2022Sale (partial)$1K–15K1 purchase$24.50+79.69%$42.552
GLOBGlobant S.a. Common Shares$4KApr 18, 2019Purchase$1K–15K1 purchase$78.60-49.17%$43.011
STRLSterling Infrastructure, Inc. - Common Stock$3KApr 9, 2025Sale (partial)$1K–15K1 purchase$119.33+269.89%$410.872
TDGTransdigm Group Incorporated Transdigm Group Inc.$3KFeb 4, 2025Sale (partial)$2K–30K2 purchases$593.48+105.44%$1,181.086
GMEDGlobus Medical, Inc. Class a$3KApr 9, 2025Sale (partial)$2K–30K2 purchases$49.84+55.16%$82.976
HALOHalozyme Therapeutics, Inc.$3KSep 9, 2024Sale (partial)$2K–30K2 purchases$33.77+258.70%$131.325
FETnc.$2KJan 18, 2018Purchase$1K–15K1 purchase$340.00-57.25%$90.642
PATK# 1Patrick Industries, Inc.$2KApr 9, 2025Sale (partial)$1K–15K1 purchase$25.97+180.60%$74.646
XPXP Inc. - Class A$2KJun 18, 2024Sale (partial)$3K–45K3 purchases$24.03-39.44%$15.115
SRPTSarepta Therapeutics, I nc.$1KJul 14, 2023Purchase$1K–15K1 purchase$107.84-82.95%$19.405
INSMInsmed Incorporated$1KJun 10, 2026Sale (partial)$2K–30K2 purchases$31.98+243.90%$112.806
SLGNSilgan Holdings Inc.$1KApr 9, 2025Sale (partial)$2K–30K2 purchases$44.96-11.12%$39.126
CVNACarvana Co. Class A$977.39Feb 18, 2026Sale (partial)$1K–15K1 purchase$63.98-3.61%$67.8610
ABGAsbury Automotive Group Inc Common Stock$936.04Apr 9, 2025Sale (partial)$1K–15K1 purchase$205.07-10.17%$198.842
APH# 1 amphenol Corporation$380.40Sep 27, 2024Sale (partial)$2K–30K2 purchases$13.33+493.37%$83.366
ITTITT Inc.$345.96Oct 31, 2024Sale (partial)$1K–15K1 purchase$66.45+182.59%$199.373
STAGStag Industrial, Inc.$330.36Apr 9, 2025Sale (partial)$1K–15K1 purchase$31.03+32.78%$36.783
DDominion Energy, Inc.$325.04Apr 9, 2025Sale (partial)$3K–45K3 purchases$51.05+26.20%$65.4011
LUVSouthwest airlines Company$69.82Mar 22, 2018Sale (partial)$1K–15K1 purchase$56.36-25.55%$43.812

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.