Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 11, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 7
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 566
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 | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABT | S (partial) | 07/18/2025 | 08/07/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | PartialPartial sale | Joint | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Independence Realty Trust, Inc. Common Stock (IRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IRT | S | 07/16/2025 | 08/07/2025 | $1,001 - $15,000 | 1.00 | IRT0.98 | SellSell | Joint | Jul 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | S (partial) | 07/25/2025 | 08/07/2025 | $1,001 - $15,000 | 1.00 | IBM0.98 | PartialPartial sale | Joint | Jul 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Natera, Inc. - Common Stock (NTRA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTRA | S (partial) | 07/22/2025 | 08/07/2025 | $1,001 - $15,000 | 1.00 | NTRA0.98 | PartialPartial sale | Joint | Jul 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SWTX | S | 07/02/2025 | 08/07/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Jul 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 07/14/2025 | 08/07/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Jul 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | S (partial) | 07/28/2025 | 08/07/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | PartialPartial sale | Joint | Jul 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |