Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 3, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 20
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 133
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 · 20
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 | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABT | S (partial) | 05/27/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | ABT0.98 | PartialPartial sale | Joint | May 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABBV | S | 05/05/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | ABBV0.98 | SellSell | Joint | May 5, 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 | 05/05/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | May 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADI | P | 05/19/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | ADI0.98 | BuyBuy | Joint | May 19, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BRK.B | S (partial) | 05/04/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Joint | May 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BRK.B | S (partial) | 05/04/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Joint | May 4, 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 | 05/01/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | FN0.98 | BuyBuy | Joint | May 1, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | description: 5/26/26 full sale less than $1,000 | INTU | S (partial) | 05/22/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | May 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Lumentum Holdings Inc. - Common Stock (LITE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LITE | P | 05/22/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | LITE0.98 | BuyBuy | Joint | May 22, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Micron Technology, Inc. - Common Stock (MU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MU | P | 05/21/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | MU0.98 | BuyBuy | Joint | May 21, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $340; Expires 10/16/2026 | MSFT | S | 05/19/2026 | 06/02/2026 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 19, 2026 | $250,001 - $500,000mid $375K | Option | not modelled |
| 12 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $330; Expires 10/16/2026 | MSFT | S | 05/19/2026 | 06/02/2026 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 19, 2026 | $500,001 - $1,000,000mid $750K | Option | not 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 | 05/19/2026 | 06/02/2026 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 19, 2026 | $250,001 - $500,000mid $375K | 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 $325; Expires 06/18/2026 | MSFT | P | 05/19/2026 | 06/02/2026 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 19, 2026 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 15 | JT | NESTLE S.A S/ADR (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | S (partial) | 05/14/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | PartialPartial sale | Joint | May 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | NESTLE S.A S/ADR (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | S (partial) | 05/05/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | PartialPartial sale | Joint | May 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PANW | P | 05/14/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | PANW0.98 | BuyBuy | Joint | May 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Sandisk Corporation - Common Stock When-Issued (SNDK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNDK | P | 05/07/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | SNDK0.98 | BuyBuy | Joint | May 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Tri Pointe Homes, Inc. Common Stock (TPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TPH | S | 05/15/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 15, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | JT | Twilio Inc. Class A Common Stock (TWLO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWLO | P | 05/04/2026 | 06/02/2026 | $1,001 - $15,000 | 1.00 | TWLO0.98 | BuyBuy | Joint | May 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |