Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 29, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 8
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 570
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 · 8
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 | BHP Group Limited American Depositary Shares (BHP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BHP | S | 11/19/2025 | 12/04/2025 | $1,001 - $15,000 | 1.00 | BHP0.98 | SellSell | Joint | Nov 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | CSW Industrials, Inc. Common Stock (CSW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CSW | P | 11/17/2025 | 12/04/2025 | $1,001 - $15,000 | 1.00 | CSW0.98 | BuyBuy | Joint | Nov 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | DASSAULT SYSTEMES SA ADR (DASTY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DASTY | S (partial) | 11/21/2025 | 12/04/2025 | $1,001 - $15,000 | 1.00 | DASTY0.98 | PartialPartial sale | Joint | Nov 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Edwards Lifesciences Corporation Common Stock (EW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EW | S | 11/19/2025 | 12/04/2025 | $1,001 - $15,000 | 1.00 | EW0.98 | SellSell | Joint | Nov 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FIS | S | 11/19/2025 | 12/04/2025 | $15,001 - $50,000 | 1.00 | FIS0.98 | SellSell | Joint | Nov 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HD | S | 11/19/2025 | 12/04/2025 | $1,001 - $15,000 | 1.00 | HD0.98 | SellSell | Joint | Nov 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | HubSpot, Inc. Common Stock (HUBS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HUBS | S | 11/19/2025 | 12/04/2025 | $1,001 - $15,000 | 1.00 | HUBS0.98 | SellSell | Joint | Nov 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KKR | S | 11/19/2025 | 12/04/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | SellSell | Joint | Nov 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |