Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 5, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 5
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 567
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 · 5
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 | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | S (partial) | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 1.00 | IBM0.98 | PartialPartial sale | Joint | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Natera, Inc. - Common Stock (NTRA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTRA | P | 08/22/2025 | 09/04/2025 | $1,001 - $15,000 | 1.00 | NTRA0.98 | BuyBuy | Joint | Aug 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | SYSMEX CORP UNSP/ASDR (SSMXY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSMXY | S (partial) | 08/21/2025 | 09/04/2025 | $1,001 - $15,000 | 1.00 | SSMXY0.98 | PartialPartial sale | Joint | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | S (partial) | 08/01/2025 | 09/04/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Aug 1, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |