Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 10, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 13
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 135
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 · 13
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 | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOGM | P | 07/24/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | GOOGM0.98 | BuyBuy | Joint | Jul 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOGN | P | 07/23/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | GOOGN0.98 | BuyBuy | Joint | Jul 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOGN | P | 07/24/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | GOOGN0.98 | BuyBuy | Joint | Jul 24, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Chart Industries, Inc. (GTLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GTLS | S | 07/17/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | GTLS0.98 | SellSell | Joint | Jul 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRWD | P | 07/15/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | CRWD0.98 | BuyBuy | Joint | Jul 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Crown Castle Inc. Common Stock (CCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCI | S | 07/23/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | CCI0.98 | SellSell | Joint | Jul 23, 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 | S | 07/14/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | FN0.98 | SellSell | Joint | Jul 14, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | S (partial) | 07/15/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | IBM0.98 | PartialPartial sale | Joint | Jul 15, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | S | 07/16/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | IBM0.98 | SellSell | Joint | Jul 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Monster Beverage Corporation - Common Stock (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | P | 07/17/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | MNST0.98 | BuyBuy | Joint | Jul 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NICE | P | 07/20/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | NICE0.98 | BuyBuy | Joint | Jul 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PANW | P | 07/16/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | PANW0.98 | BuyBuy | Joint | Jul 16, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | SailPoint Technologies Holdings, Inc. (SAIL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SAIL | P | 07/20/2026 | 08/06/2026 | $1,001 - $15,000 | 1.00 | SAIL0.98 | BuyBuy | Joint | Jul 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |