Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 16, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 16
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 130
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 · 16
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 | Carvana Co. Class A Common Stock (CVNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVNA | S (partial) | 02/18/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | CVNA0.98 | PartialPartial sale | Joint | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Cloudflare, Inc. Class A Common Stock (NET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NET | S | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | NET0.98 | SellSell | Joint | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Cummins Inc. Common Stock (CMI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CMI | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | CMI0.98 | BuyBuy | Joint | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XOM | P | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | XOM0.98 | BuyBuy | Joint | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XOM | P | 02/02/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | XOM0.98 | BuyBuy | Joint | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Fair Isaac Corporation Common Stock (FICO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FICO | S | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | FICO0.98 | SellSell | Joint | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Federal Signal Corporation Common Stock (FSS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSS | P | 02/26/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | FSS0.98 | BuyBuy | Joint | Feb 26, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | GE Vernova Inc. Common Stock (GEV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GEV | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | GEV0.98 | BuyBuy | Joint | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Infineon Technologies AG (IFNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IFNNY | P | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | BuyBuy | Joint | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTU | S (partial) | 02/20/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | Feb 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MRK | P | 02/04/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Joint | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 02/02/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Monster Beverage Corporation - Common Stock (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | P | 02/02/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | MNST0.98 | BuyBuy | Joint | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PANW | S | 02/27/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | PANW0.98 | SellSell | Joint | Feb 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNH | P | 02/05/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Joint | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 02/18/2026 | 03/05/2026 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Feb 18, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |