Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 13, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 29
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1404
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 · 29
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 | aIa Group, Ltd. Sponsored american depository Receipt (aaGIY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/17/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Apr 17, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 2 | JT | alnylam Pharmaceuticals, Inc. (aLNY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/06/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | ALNY0.95 | BuyBuy | Joint | Apr 6, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | alphabet Inc. - Class C Capital Stock (GooG) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 04/17/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | PartialPartial sale | Joint | Apr 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | alphabet Inc. - Class C Capital Stock (GooG) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 04/30/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | PartialPartial sale | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | apple Inc. (aaPL) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 04/20/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | AAPL0.95 | PartialPartial sale | Joint | Apr 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | arista Networks, Inc. (aNET) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | ANET0.95 | BuyBuy | Joint | Apr 13, 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 | 04/09/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | BA0.95 | SellSell | Joint | Apr 9, 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) | 04/02/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | BA0.95 | PartialPartial sale | Joint | Apr 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | boston Scientific Corporation (bSX) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 04/09/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | BSX0.95 | PartialPartial sale | Joint | Apr 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | boston Scientific Corporation (bSX) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S | 04/14/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | BSX0.95 | SellSell | Joint | Apr 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Chugai Pharmaceutical Ltd Unsponsored adR (CHGCY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | CHGCY | S (partial) | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | CHGCY0.98 | PartialPartial sale | Joint | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Facebook, Inc. - Class a (Fb) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/30/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | META0.92 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | HealthEquity, Inc. (HQY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | HQY | P | 04/03/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | HQY0.98 | BuyBuy | Joint | Apr 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Intuitive Surgical, Inc. (ISRG) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | ISRG | S (partial) | 04/17/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Apr 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | 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 | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | KMTUY0.98 | BuyBuy | Joint | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Las Vegas Sands Corp. (LVS) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | LVS | S (partial) | 04/27/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | LVS0.98 | PartialPartial sale | Joint | Apr 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Linde plc ordinary Share (LIN) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | LIN | S (partial) | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | LIN0.98 | PartialPartial sale | Joint | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Mastercard Incorporated (Ma) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 04/17/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | MA0.95 | PartialPartial sale | Joint | Apr 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | MSFT | S (partial) | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Rio Tinto Plc (RIo) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | RTNTF0.95 | BuyBuy | Joint | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Rio Tinto Plc (RIo) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/14/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | RTNTF0.95 | BuyBuy | Joint | Apr 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Roche Holdings aG basel american depositary Shares (RHHbY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 04/14/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Joint | Apr 14, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | JT | Royal dutch Shell PLC Royal dutch Shell PLC american depositary Shares (RdS.b) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | JT | Schlumberger N.V. (SLb) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S | 04/13/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 25 | JT | Schneider Electric SE Unsponsored adR (SbGSY) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/14/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | —0.81 | BuyBuy | Joint | Apr 14, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | JT | Seattle Genetics, Inc. (SGEN) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | SGEN | P | 04/30/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | JT | Snap Inc. Class a (SNaP) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | P | 04/23/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Apr 23, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 28 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | TSM | P | 04/17/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | TSM0.98 | BuyBuy | Joint | Apr 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Tesla, Inc. (TSLa) [ST] other: F ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Select UMa account # 1 | — | S (partial) | 04/17/2020 | 05/06/2020 | $1,001 - $15,000 | 1.00 | TSLA0.95 | PartialPartial sale | Joint | Apr 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |