Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 14, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 9
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 128
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 9
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | JT | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APD | S (partial) | 12/08/2025 | 01/07/2026 | $15,001 - $50,000 | 1.00 | APD0.98 | PartialPartial sale | Joint | Dec 8, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | JT | Cheniere Energy, Inc. Common Stock (LNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LNG | S | 12/12/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | LNG0.98 | SellSell | Joint | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Commvault Systems, Inc. - Common Stock (CVLT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVLT | S | 12/05/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | CVLT0.98 | SellSell | Joint | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | M3 INC UNSP/ADR (MTHRY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MTHRY | S | 12/05/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | MTHRY0.98 | SellSell | Joint | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SE | S | 12/05/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | SE0.98 | SellSell | Joint | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | S (partial) | 12/17/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | NOW0.98 | PartialPartial sale | Joint | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | SYSMEX CORP UNSP/ASDR (SSMXY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSMXY | S (partial) | 12/05/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | SSMXY0.98 | PartialPartial sale | Joint | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 12/11/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Dec 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Utz Brands Inc Class A Common Stock (UTZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UTZ | S | 12/08/2025 | 01/07/2026 | $1,001 - $15,000 | 1.00 | UTZ0.98 | SellSell | Joint | Dec 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |