Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 16, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 49
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1402
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 · 49
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 | Air Products and Chemicals, Inc. (APd) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | P | 02/05/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | APD0.92 | BuyBuy | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Air Products and Chemicals, Inc. (APd) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | P | 02/04/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | APD0.92 | BuyBuy | Joint | Feb 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Air Products and Chemicals, Inc. (APd) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | P | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | APD0.92 | BuyBuy | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Amazon.com, Inc. (AMZN) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Traditional Inherited IRA | AMZN | P | 02/26/2020 | 03/06/2020 | $15,001 - $50,000 | 1.00 | AMZN0.98 | BuyBuy | Self | Feb 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | — | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Traditional Inherited IRA | AAPL | P | 02/26/2020 | 03/06/2020 | $15,001 - $50,000 | 1.00 | AAPL0.98 | BuyBuy | Self | Feb 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | JT | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Atlassian Corporation Plc - Class A ordinary Shares (TEAM) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | TEAM | S (partial) | 02/05/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | TEAM0.98 | PartialPartial sale | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | boston Scientific Corporation (bSX) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 02/27/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | BSX0.95 | PartialPartial sale | Joint | Feb 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Catalent, Inc. (CTLT) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | CTLT | S (partial) | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | JT | Ecolab Inc. (ECL) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | ECL | S | 02/28/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | ECL0.98 | SellSell | Joint | Feb 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | 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) | 02/05/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | EL0.98 | PartialPartial sale | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Horace Mann Educators Corporation (HMN) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | HMN | P | 02/18/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | HMN0.98 | BuyBuy | Joint | Feb 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Horace Mann Educators Corporation (HMN) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | HMN | P | 02/14/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | HMN0.98 | BuyBuy | Joint | Feb 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Integra LifeSciences Holdings Corporation (IART) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | IART | P | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | IART0.98 | BuyBuy | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Lam Research Corporation (LRCX) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | LRCX | P | 02/28/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | LRCX0.98 | BuyBuy | Joint | Feb 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | LHC Group - common stock (LHCG) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | LHCG | S (partial) | 02/28/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Feb 28, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | JT | MercadoLibre, Inc. (MELI) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | MELI | S (partial) | 02/05/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | MELI0.98 | PartialPartial sale | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | 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 | P | 02/13/2020 | 03/06/2020 | $50,001 - $100,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 19 | 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 $130; Expires 04/17/2020 | MSFT | P | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 20 | 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 $130; Expires 04/17/2020 | MSFT | P | 02/13/2020 | 03/06/2020 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $250,001 - $500,000mid $375K | Stock | modelled |
| 21 | 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 07/17/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $50,001 - $100,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 22 | 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 $135; Expires 07/17/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $250,001 - $500,000mid $375K | Stock | modelled |
| 23 | 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 $135; Expires 07/17/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $50,001 - $100,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 24 | 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 $130; Expires 02/21/2020 | MSFT | P | 02/13/2020 | 03/06/2020 | $50,001 - $100,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 25 | 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 $130; Expires 02/21/2020 | MSFT | P | 02/13/2020 | 03/06/2020 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $250,001 - $500,000mid $375K | Stock | modelled |
| 26 | 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 $140; Expires 12/18/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 27 | 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 $135; Expires 12/18/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 28 | 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 $135; Expires 12/18/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 29 | 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 $135; Expires 09/18/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $250,001 - $500,000mid $375K | Stock | modelled |
| 30 | 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 $135; Expires 03/20/20 | MSFT | P | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | 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 $135; Expires 03/20/20 | MSFT | P | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 32 | 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 $130; Expires 03/20/20 | MSFT | P | 02/13/2020 | 03/06/2020 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $250,001 - $500,000mid $375K | Stock | modelled |
| 33 | 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 $130; Expires 03/20/20 | MSFT | P | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 34 | 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 $135; Expires 06/19/2020 | MSFT | S | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 35 | 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 $140; Expires 01/15/2021 | MSFT | S | 02/13/2020 | 03/06/2020 | $100,001 - $250,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 36 | — | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Traditional Inherited IRA | MSFT | P | 02/26/2020 | 03/06/2020 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Self | Feb 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 37 | JT | Netflix, Inc. (NFLX) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 02/27/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Feb 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | NVIdIA Corporation (NVdA) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | P | 02/28/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | NVDA0.95 | BuyBuy | Joint | Feb 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | PACCAR Inc. (PCAR) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | PCAR | S | 02/04/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | PCAR0.98 | SellSell | Joint | Feb 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | PACCAR Inc. (PCAR) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | PCAR | S (partial) | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | PCAR0.98 | PartialPartial sale | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Paylocity Holding Corporation (PCTY) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | PCTY | S (partial) | 02/14/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | PCTY0.98 | PartialPartial sale | Joint | Feb 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | PYPL | S (partial) | 02/27/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Feb 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Phreesia, Inc. (PHR) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | PHR | P | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | PHR0.98 | BuyBuy | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Rapid7, Inc. (RPd) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | P | 02/14/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | RPD0.95 | BuyBuy | Joint | Feb 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Seattle Genetics, Inc. (SGEN) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | SGEN | P | 02/18/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Feb 18, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | JT | Shionogi & Co Ltd Unsponsored AdR (SGIoY) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | P | 02/18/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Feb 18, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 47 | JT | Shionogi & Co Ltd Unsponsored AdR (SGIoY) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | P | 02/14/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Feb 14, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 48 | JT | United bankshares, Inc. (UbSI) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | — | S | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | UBSI0.95 | SellSell | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Wright Medical Group N.V. - ordinary Shares (WMGI) [ST] other: F ILING S TATUS : New S UbHoLdING o F : Morgan Stanley - Select UMA Account # 1 | WMGI | S | 02/03/2020 | 03/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Feb 3, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |