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FEDERALcongressional financial disclosure

2019 Financial Disclosure Report: Rep. Josh Gottheimer

Original title: Hon. Josh Gottheimer (NJ05) — Annual Report 2019

August 13, 2021

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The Frame

What this does

This report provides public tranarency regarding the financial holdings and potential conflicts of intere for a sitting member of Congress.

Who is mentioned in the record

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.

What changed

Last recorded activity August 13, 2021.

What's next

Next step not available in the current record.

Summary

This is an amended 2019 financial disclosure report for Representative Josh Gottheimer (NJ-05). It lis the assets, retirement accounts, and investment holdings for the Congressman, his ouse, and his dependents.

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?
Members of Congress are required to file annual financial disclosures to provide tranarency regarding their personal finances and potential conflicts of intere.
Does this report show the exact value of the Congressman's assets?
No, the report lis assets in broad value ranges (e.g., $15,001 - $50,000) rather than exact dollar amounts.

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

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Sponsors

Discoveries

Patterns POLISCOPE noticed across the record. These are observations to investigate, not conclusions.

policy shift100% confidence

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

personJosh GottheimerMember of Congress representing New Jersey's 5th District.Map →
organizationClerk of the House of RepresentativesThe office responsible for receiving and publishing financial disclosures.Map →

Sources

Open source document

disclosures-clerk.house.gov

Analysis Score

0–100
  • Significance40
    How much this matters to a regular citizen
  • Controversy10
    Intensity of disagreement among stakeholders
  • Entertainment5
    Compellingness for a non-policy-wonk reader
  • Buzz10
    Current news / social attention level

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