Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 8, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 18
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 131
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 · 18
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 | P | 03/05/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | APD0.98 | BuyBuy | Joint | Mar 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Alcon Inc. Ordinary Shares (ALC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALC | S | 03/12/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | ALC0.98 | SellSell | Joint | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | CBIZ, Inc. Common Stock (CBZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CBZ | S | 03/05/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | CBZ0.98 | SellSell | Joint | Mar 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Columbia Banking System, Inc. - Common Stock (COLB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COLB | S | 03/05/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | COLB0.98 | SellSell | Joint | Mar 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Crown Castle Inc. Common Stock (CCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCI | S (partial) | 03/24/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | CCI0.98 | PartialPartial sale | Joint | Mar 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | S (partial) | 03/24/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | PartialPartial sale | Joint | Mar 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Fabrinet Ordinary Shares (FN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FN | P | 03/24/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | FN0.98 | BuyBuy | Joint | Mar 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FWRG | S | 03/05/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | FWRG0.98 | SellSell | Joint | Mar 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | HDFC Bank Limited Common Stock (HDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HDB | S (partial) | 03/12/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | HDB0.98 | PartialPartial sale | Joint | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Infineon Technologies AG (IFNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IFNNY | S | 03/12/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | SellSell | Joint | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Intapp, Inc. - Common Stock (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | S | 03/12/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | INTA0.98 | SellSell | Joint | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | La-Z-Boy Incorporated Common Stock (LZB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LZB | S | 03/12/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | LZB0.98 | SellSell | Joint | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $325; Expires 06/18/2026 | MSFT | P | 03/25/2026 | 04/07/2026 | $50,001 - $100,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Mar 25, 2026 | $50,001 - $100,000mid $75K | Option | not modelled |
| 14 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $320; Expires 06/18/2026 | MSFT | P | 03/25/2026 | 04/07/2026 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Mar 25, 2026 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 15 | JT | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTES | S (partial) | 03/05/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | NTES0.98 | PartialPartial sale | Joint | Mar 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Phreesia, Inc. Common Stock (PHR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PHR | S | 03/05/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | PHR0.98 | SellSell | Joint | Mar 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | 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 | P | 03/10/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | SE0.98 | BuyBuy | Joint | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 03/06/2026 | 04/07/2026 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Mar 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |