Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 19, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 26
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 132
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 · 26
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 | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MMM | S (partial) | 04/28/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | MMM0.98 | PartialPartial sale | Joint | Apr 28, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | P | 04/27/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Apr 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | P | 04/23/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Apr 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Ally Financial Inc. Common Stock (ALLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | ALLY | S | 04/09/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | ALLY0.98 | SellSell | Joint | Apr 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | AT&T Inc. (T) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | T | S | 04/09/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | T0.98 | SellSell | Joint | Apr 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | CBIZ, Inc. Common Stock (CBZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CBZ | P | 04/06/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | CBZ0.98 | BuyBuy | Joint | Apr 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Darden Restaurants, Inc. Common Stock (DRI) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | DRI | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | DRI0.98 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 8 | JT | Dollar Tree, Inc. - Common Stock (DLTR) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | DLTR | S | 04/09/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | DLTR0.98 | SellSell | Joint | Apr 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FWRG | P | 04/06/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | FWRG0.98 | BuyBuy | Joint | Apr 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Ford Motor Company Common Stock (F) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | F | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | F0.98 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 11 | JT | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FCX | P | 04/15/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | FCX0.98 | BuyBuy | Joint | Apr 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | — | P | 04/16/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Joint | Apr 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | — | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | GS0.95 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | JT | HDFC Bank Limited Common Stock (HDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HDB | S (partial) | 04/13/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | HDB0.98 | PartialPartial sale | Joint | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | HD | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | HD0.98 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | JT | Infineon Technologies AG (IFNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IFNNY | P | 04/13/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | BuyBuy | Joint | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Intapp, Inc. - Common Stock (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | P | 04/13/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | INTA0.98 | BuyBuy | Joint | Apr 13, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | S (partial) | 04/24/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | IBM0.98 | PartialPartial sale | Joint | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | MarketAxess Holdings, Inc. - Common Stock (MKTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | MKTX | S | 04/09/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | MKTX0.98 | SellSell | Joint | Apr 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Martin Marietta Materials, Inc. Common Stock (MLM) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | MLM | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | MLM0.98 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | 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 | P | 04/06/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | NTES0.98 | BuyBuy | Joint | Apr 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Performance Food Group Company Common Stock (PFGC) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | PFGC | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | PFGC0.98 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | S | 04/24/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | NOW0.98 | SellSell | Joint | Apr 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Synchrony Financial Common Stock (SYF) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | SYF | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | SYF0.98 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 25 | JT | Tractor Supply Company - Common Stock (TSCO) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | TSCO | S | 04/09/2026 | 05/05/2026 | $15,001 - $50,000 | 1.00 | TSCO0.98 | SellSell | Joint | Apr 9, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | JT | Valley National Bancorp (VLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | VLY | S | 04/09/2026 | 05/05/2026 | $1,001 - $15,000 | 1.00 | VLY0.98 | SellSell | Joint | Apr 9, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |