Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 10, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 17
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1407
row 16: stray text in ['cap']: gfedc
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 · 17
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 | Agree Realty Corporation (AdC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 07/22/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | ADC0.95 | BuyBuy | Joint | Jul 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Ambev S.A. American depositary Shares (AbEV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 07/16/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | ABEV0.95 | BuyBuy | Joint | Jul 16, 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 | AAPL | S (partial) | 07/23/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Jul 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | berkshire Hathaway Inc. New (bRK.b) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 07/23/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | BRK-B0.95 | BuyBuy | Joint | Jul 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | biogen Inc. (bIIb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 07/07/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | BIIB0.95 | BuyBuy | Joint | Jul 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | booking Holdings Inc. (bKNG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 07/16/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | BKNG0.95 | BuyBuy | Joint | Jul 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | China Mobile Limited (CHL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CHL | P | 07/16/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jul 16, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | JT | Entegris, Inc. (ENTG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ENTG | S (partial) | 07/15/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | ENTG0.98 | PartialPartial sale | Joint | Jul 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Franklin Resources, Inc. (bEN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 07/16/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 16, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 10 | JT | HealthEquity, Inc. (HQY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | HQY | P | 07/09/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | HQY0.98 | BuyBuy | Joint | Jul 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Johnson & Johnson (JNJ) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | JNJ | P | 07/23/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Jul 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Quidel Corporation (QdEL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 07/08/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Jul 8, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 13 | 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 | 07/16/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 16, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 14 | 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 | S (partial) | 07/27/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Jul 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 07/14/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jul 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Verizon Communications Inc. (VZ) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | VZ | P | 07/23/2020 | 08/07/2020 | $1,001 - $15,000 | 0.70 | VZ0.98 | BuyBuy | Joint | Jul 23, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 17 | JT | Wd-40 Company (WdFC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 07/22/2020 | 08/07/2020 | $1,001 - $15,000 | 1.00 | WDFC0.95 | SellSell | Joint | Jul 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |