Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 10, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 36
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1401
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 · 36
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 | abIoMEd, Inc. (abMd) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 2 | JT | amgen Inc. (aMGN) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/14/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | AMGN0.95 | BuyBuy | Joint | Jan 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | apple Inc. (aaPL) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/29/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | AAPL0.95 | BuyBuy | Joint | Jan 29, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | apple Inc. (aaPL) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/14/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | AAPL0.95 | BuyBuy | Joint | Jan 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | baidu, Inc. - american depositary Shares, each representing one tenth Class a ordinary share (bIdU) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | BIDU0.95 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | banco bilbao Vizcaya argentaria S.a. (bbVa) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | BBVA0.95 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | boeing Company (ba) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 01/07/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | BA0.95 | PartialPartial sale | Joint | Jan 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | boeing Company (ba) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 01/21/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | BA0.95 | PartialPartial sale | Joint | Jan 21, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | booking Holdings Inc. (bKNG) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | BKNG0.95 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Carnival Corporation (CCL) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CCL | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | CCL0.98 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Central Garden & Pet Company (CENT) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CENT | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | CENT0.98 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Central Garden & Pet Company - Class a Common Stock Nonvoting (CENTa) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | CENT0.95 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | China Mobile Limited (CHL) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CHL | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | Compass Minerals Intl Inc (CMP) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CMP | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | CMP0.98 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | CoStar Group, Inc. (CSGP) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CSGP | S (partial) | 01/17/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | CSGP0.98 | PartialPartial sale | Joint | Jan 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | CryoLife, Inc. (CRY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CRY | P | 01/14/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | CRY0.95 | BuyBuy | Joint | Jan 14, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 17 | JT | CryoPort, Inc. (CYRX) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CYRX | P | 01/14/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | CYRX0.98 | BuyBuy | Joint | Jan 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | dentsu Inc Tokyo Unsponsored adR (dNTUY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 19 | JT | dril-Quip, Inc. (dRQ) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 20 | JT | Estee Lauder Companies, Inc. (EL) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | EL | S (partial) | 01/22/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | EL0.98 | PartialPartial sale | Joint | Jan 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Exact Sciences Corporation (EXaS) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/22/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 22, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 22 | JT | Exact Sciences Corporation (EXaS) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 23 | JT | Franklin Resources, Inc. (bEN) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | JT | Fuchs Petrolub SE Unsponsored american depository ReceiptRepresenting Preferenced Shares (FUPbY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 01/17/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Jan 17, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 25 | JT | Komatsu Ltd ord american depositary Shares (KMTUY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | KMTUY | P | 01/30/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | KMTUY0.98 | BuyBuy | Joint | Jan 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | lululemon athletica inc. (LULU) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | LULU | S (partial) | 01/14/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | LULU0.98 | PartialPartial sale | Joint | Jan 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Mastercard Incorporated (Ma) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 01/09/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | MA0.95 | PartialPartial sale | Joint | Jan 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Matador Resources Company (MTdR) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | MTDR0.95 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | MercadoLibre, Inc. (MELI) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | MELI | S (partial) | 01/14/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | MELI0.98 | PartialPartial sale | Joint | Jan 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | MSFT | S (partial) | 01/16/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jan 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Microsoft Corporation (MSFT) [oP] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Portfolio Management d ESCRIPTIoN : Call options; Strike Price $170; Expires 02/28/2020 | MSFT | S | 01/09/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Joint | Jan 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | MSFT | S (partial) | 01/09/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jan 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Primoris Services Corporation (PRIM) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | PRIM | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | PRIM0.98 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Sasol Ltd. american depositary Shares (SSL) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | SSL | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | SSL0.98 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Schlumberger N.V. (SLb) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 36 | JT | United bankshares, Inc. (UbSI) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 01/10/2020 | 02/04/2020 | $1,001 - $15,000 | 1.00 | UBSI0.95 | BuyBuy | Joint | Jan 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |