Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 14, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 7
- Parser version
- house_pdf_v1
- Fetched
- Sep 16, 2026
- Parsed
- Sep 16, 2026
- Internal id
- 4630
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 · 7
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 | Applied Materials, Inc. - Common Stock (AMAT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMAT | P | 08/06/2026 | 09/14/2026 | $1,001 - $15,000 | 1.00 | AMAT0.98 | BuyBuy | Joint | Aug 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | 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 | P | 08/14/2026 | 09/14/2026 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 14, 2026 | $250,001 - $500,000mid $375K | Option | not modelled |
| 3 | 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 | P | 08/14/2026 | 09/14/2026 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 14, 2026 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 4 | 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 12/18/2026 | MSFT | S | 08/14/2026 | 09/14/2026 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 14, 2026 | $250,001 - $500,000mid $375K | Option | not modelled |
| 5 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $335; Expires 12/18/2026 | MSFT | S | 08/14/2026 | 09/14/2026 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 14, 2026 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 6 | JT | Republic Services, Inc. Common Stock (RSG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RSG | P | 08/06/2026 | 09/14/2026 | $1,001 - $15,000 | 1.00 | RSG0.98 | BuyBuy | Joint | Aug 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Restaurant Brands International Inc. Common Shares (QSR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | QSR | P | 08/06/2026 | 09/14/2026 | $1,001 - $15,000 | 1.00 | QSR0.98 | BuyBuy | Joint | Aug 6, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |