2019 Financial Disclosure Report: Rep. Josh Gottheimer
August 13, 2021
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The Frame
This report provides public tranarency regarding the financial holdings and potential conflicts of intere for a sitting member of Congress.
Potentially affected actors named in the source documents. Mention is not a position.
Josh Gottheimer
The Congressman is required to disclose his and his family's financial assets to comply with House ethics rules.
Last recorded activity August 13, 2021.
Next step not available in the current record.
Summary
Key Facts
- This document is an amendment to the original 2019 financial disclosure report, filed on August 13, 2021.
- The report lists dozens of individual stock, mutual fund, and exchange-traded fund (ETF) holdings across multiple brokerage accounts.
- Major holdings include positions in Amazon, Apple, Microsoft, Facebook, and various SPDR S&P 500 ETFs.
- The report includes assets held in DC College Savings plans for two dependents.
- Retirement assets are listed from Columbia University and a Microsoft 401(k) plan.
- Several assets are identified as being held jointly (JT) with a spouse or by the spouse (SP).
- The report details cash holdings in various bank accounts, including JPMorgan Chase, Barclays, and Morgan Stanley.
- Income from assets is categorized by type, including dividends, interest, and capital gains.
- Some assets are noted as 'previously held' or 'formerly' named, indicating changes in the portfolio composition.
Frequently Asked Questions
What is the purpose of this document?
Does this report show the exact value of the Congressman's assets?
Why It Matters
This report provides public tranarency regarding the financial holdings and potential conflicts of intere for a sitting member of Congress.
News Coverage
Sponsors
Discoveries
Patterns POLISCOPE noticed across the record. These are observations to investigate, not conclusions.
Amendment Filing
This document is an amendment filed nearly two years after the original 2019 reporting year, suggesting a correction or update to the initial filing.
Connected Entities
Sources
disclosures-clerk.house.gov
Analysis Score
0–100- Significance40How much this matters to a regular citizen
- Controversy10Intensity of disagreement among stakeholders
- Entertainment5Compellingness for a non-policy-wonk reader
- Buzz10Current news / social attention level
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