Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 20, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 27
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1408
row 26: 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 · 27
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 | — | P | 08/03/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | AMD0.95 | BuyBuy | Joint | Aug 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | 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) | 08/03/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Aug 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Arista Networks, Inc. (ANET) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ANET | S | 08/07/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | ANET0.98 | SellSell | Joint | Aug 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | booking Holdings Inc. (bKNG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 08/10/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | BKNG0.95 | BuyBuy | Joint | Aug 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | boston beer Company, Inc. (SAM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SAM | P | 08/13/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | SAM0.98 | BuyBuy | Joint | Aug 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Cabot Microelectronics Corporation (CCMP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CCMP | P | 08/10/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Aug 10, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | JT | Carvana Co. Class A (CVNA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CVNA | P | 08/07/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | CVNA0.98 | BuyBuy | Joint | Aug 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Catalent, Inc. (CTLT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CTLT | S (partial) | 08/12/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Aug 12, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | JT | Charles Schwab Corporation (SCHW) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SCHW | S (partial) | 08/07/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Aug 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Covetrus, Inc. (CVET) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CVET | P | 08/12/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Aug 12, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | JT | Covetrus, Inc. (CVET) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CVET | P | 08/24/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Aug 24, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | JT | dexCom, Inc. (dXCM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 08/13/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | DXCM0.95 | PartialPartial sale | Joint | Aug 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Entegris, Inc. (ENTG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ENTG | S | 08/10/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | ENTG0.98 | SellSell | Joint | Aug 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Facebook, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 08/04/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | META0.92 | BuyBuy | Joint | Aug 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Fastenal Company (FAST) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | FAST | S (partial) | 08/31/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | FAST0.98 | PartialPartial sale | Joint | Aug 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | HubSpot, Inc. (HUbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 08/05/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | HUBS0.95 | PartialPartial sale | Joint | Aug 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | 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 | 08/07/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | LVS0.98 | SellSell | Joint | Aug 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Lithia Motors, Inc. (LAd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 08/05/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | LAD0.95 | PartialPartial sale | Joint | Aug 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Power Integrations, Inc. (POWI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | POWI | S | 08/24/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | POWI0.98 | SellSell | Joint | Aug 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Ritchie bros. Auctioneers Incorporated (RbA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 08/24/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Aug 24, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 21 | JT | Ross Stores, Inc. (ROST) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ROST | S | 08/04/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | ROST0.98 | SellSell | Joint | Aug 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | S&P Global Inc. (SPGI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SPGI | S (partial) | 08/27/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | SPGI0.98 | PartialPartial sale | Joint | Aug 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Seattle Genetics, Inc. (SGEN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SGEN | P | 08/03/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Aug 3, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | JT | Starbucks Corporation (SbUX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 08/04/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | SBUX0.95 | PartialPartial sale | Joint | Aug 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | 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) | 08/04/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Aug 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Transdigm Group Incorporated Transdigm Group Inc. (TdG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 08/07/2020 | 09/09/2020 | $1,001 - $15,000 | 0.70 | —0.90 | SellSell | Joint | Aug 7, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | JT | Wayfair Inc. Class A (W) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | W | S (partial) | 08/13/2020 | 09/09/2020 | $1,001 - $15,000 | 1.00 | W0.98 | PartialPartial sale | Joint | Aug 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |