Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 16, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 18
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 565
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 | Akamai Technologies, Inc. - Common Stock (AKAM) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | AKAM | S | 06/03/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | AKAM0.98 | SellSell | Joint | Jun 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | P | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Joint | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Carvana Co. Class A Common Stock (CVNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVNA | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | CVNA0.98 | BuyBuy | Joint | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Chubb Limited Common Stock (CB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CB | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | CB0.98 | BuyBuy | Joint | Jun 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Cloudflare, Inc. Class A Common Stock (NET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NET | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | NET0.98 | BuyBuy | Joint | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | FIS | S | 06/03/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | FIS0.98 | SellSell | Joint | Jun 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Insmed Incorporated - Common Stock (INSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INSM | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | INSM0.98 | BuyBuy | Joint | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCD | S (partial) | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | MCD0.98 | PartialPartial sale | Joint | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | P | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 3 | PFE | S | 06/03/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Joint | Jun 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | S | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Jun 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 06/05/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jun 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNP | S | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | SellSell | Joint | Jun 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 06/26/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |