Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 15, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 10
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 568
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 · 10
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 | Commvault Systems, Inc. - Common Stock (CVLT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVLT | P | 09/23/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | CVLT0.98 | BuyBuy | Joint | Sep 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Diageo plc Common Stock (DEO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DEO | S | 09/22/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | DEO0.98 | SellSell | Joint | Sep 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Independence Realty Trust, Inc. Common Stock (IRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IRT | P | 09/22/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | IRT0.98 | BuyBuy | Joint | Sep 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 09/03/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Sep 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | M3 INC UNSP/ADR (MTHRY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MTHRY | P | 09/30/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | MTHRY0.98 | BuyBuy | Joint | Sep 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Natera, Inc. - Common Stock (NTRA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTRA | P | 09/22/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | NTRA0.98 | BuyBuy | Joint | Sep 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | SYSMEX CORP UNSP/ASDR (SSMXY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSMXY | P | 09/22/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | SSMXY0.98 | BuyBuy | Joint | Sep 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TNDM | P | 09/22/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | TNDM0.98 | BuyBuy | Joint | Sep 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BWIN | S | 09/23/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | BWIN0.98 | SellSell | Joint | Sep 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TTD | S | 09/11/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | TTD0.98 | SellSell | Joint | Sep 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |