Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 10, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 34
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1405
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 · 34
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 | Advanced Micro devices, Inc. (AMd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 05/15/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | AMD0.95 | PartialPartial sale | Joint | May 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Alibaba Group Holding Limited American depositary Shares each representing eight Ordinary share (bAbA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 05/08/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | May 8, 2020 | $1,001 - $15,000mid $8K | Stock | not 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 | GOOG | S (partial) | 05/22/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | May 22, 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 | S | 05/18/2020 | 06/08/2020 | $50,001 - $100,000 | 1.00 | AMZN0.98 | SellSell | Self | May 18, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 5 | JT | Amgen Inc. (AMGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | AMGN | S (partial) | 05/15/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | AMGN0.98 | PartialPartial sale | Joint | May 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Traditional Inherited IRA | AAPL | S | 05/18/2020 | 06/08/2020 | $15,001 - $50,000 | 1.00 | AAPL0.98 | SellSell | Self | May 18, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | JT | Canadian National Railway Company (CNI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CNI | S (partial) | 05/08/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | CNI0.98 | PartialPartial sale | Joint | May 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Cantel Medical Corp. (CMd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 05/05/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | May 5, 2020 | $1,001 - $15,000mid $8K | Stock | not 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) | 05/15/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | May 15, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | JT | Catalent, Inc. (CTLT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CTLT | S (partial) | 05/28/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot 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 | S (partial) | 05/07/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | CENT0.98 | PartialPartial sale | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Chevron Corporation (CVX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CVX | P | 05/04/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | CVX0.98 | BuyBuy | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | delta Air Lines, Inc. (dAL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 05/04/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | DAL0.95 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | dexCom, Inc. (dXCM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 05/11/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | DXCM0.95 | PartialPartial sale | Joint | May 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Fidelity National Information Services, Inc. (FIS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | FIS | S (partial) | 05/01/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | FIS0.98 | PartialPartial sale | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Globus Medical, Inc. Class A (GMEd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 05/28/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Joint | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | — | Goldman Sachs Group, Inc. (GS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Traditional Inherited IRA | — | S | 05/18/2020 | 06/08/2020 | $15,001 - $50,000 | 1.00 | GS0.95 | SellSell | Self | May 18, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | JT | GrubHub Inc. (GRUb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 05/12/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | May 12, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 19 | JT | Haemonetics Corporation (HAE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | HAE | P | 05/15/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | HAE0.98 | BuyBuy | Joint | May 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Haemonetics Corporation (HAE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | HAE | P | 05/28/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | HAE0.98 | BuyBuy | Joint | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | JP Morgan Chase & Co. (JPM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Traditional Inherited IRA | JPM | S | 05/18/2020 | 06/08/2020 | $15,001 - $50,000 | 1.00 | JPM0.98 | SellSell | Self | May 18, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | JT | Kinder Morgan, Inc. (KMI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | KMI | S | 05/04/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | KMI0.98 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Traditional Inherited IRA | MSFT | S | 05/18/2020 | 06/08/2020 | $15,001 - $50,000 | 1.00 | MSFT0.98 | SellSell | Self | May 18, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 05/15/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | May 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Moderna, Inc. (MRNA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MRNA | S (partial) | 05/22/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | MRNA0.98 | PartialPartial sale | Joint | May 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Nestle SA Sponsored AdR representing Registered Shares Series b (NSRGY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | NSRGY | S (partial) | 05/11/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | PartialPartial sale | Joint | May 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Philip Morris International Inc (PM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PM | P | 05/04/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | PM0.98 | BuyBuy | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | REGN | P | 05/27/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Joint | May 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Starbucks Corporation (SbUX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 05/01/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | SBUX0.95 | PartialPartial sale | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Supernus Pharmaceuticals, Inc. (SUPN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SUPN | P | 05/28/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | SUPN0.98 | BuyBuy | Joint | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 05/22/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | May 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | The blackstone Group Inc. Class A (bX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Traditional Inherited IRA | — | S | 05/18/2020 | 06/08/2020 | $15,001 - $50,000 | 1.00 | —0.90 | SellSell | Self | May 18, 2020 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 33 | JT | Viavi Solutions Inc. (VIAV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | VIAV | P | 05/05/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | VIAV0.98 | BuyBuy | Joint | May 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Viavi Solutions Inc. (VIAV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | VIAV | P | 05/07/2020 | 06/08/2020 | $1,001 - $15,000 | 1.00 | VIAV0.98 | BuyBuy | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |