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20017476Parsed

DJosh Gottheimer · House · ptr · filed Oct 13, 2020

Official filing metadata

Filer (as printed)
Hon. Josh Gottheimer
Office (as printed)
NJ05
Chamber
House
Filing type
ptr
Filing date
Oct 13, 2020
Filing year
2020
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
57
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
1409

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 · 57

Left: official, as printed · Right: normalized
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1JTAdvanced Micro devices, Inc. (AMd) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—P09/14/202010/05/2020$1,001 - $15,0001.00AMD0.95BuyBuyJointSep 14, 2020$1,001 - $15,000mid $8KStockmodelled
2JTAlcon Inc. Ordinary Shares (ALC) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
ALCS (partial)09/15/202010/05/2020$1,001 - $15,0001.00ALC0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
3JTAllegiant Travel Company (ALGT) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
ALGTS (partial)09/15/202010/05/2020$1,001 - $15,0001.00ALGT0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
4JTAlphabet Inc. - Class C Capital Stock (GOOG) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
GOOGS (partial)09/25/202010/05/2020$1,001 - $15,0001.00GOOG0.98PartialPartial saleJointSep 25, 2020$1,001 - $15,000mid $8KStockmodelled
5JTAlphabet Inc. - Class C Capital Stock (GOOG) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
GOOGP09/21/202010/05/2020$1,001 - $15,0001.00GOOG0.98BuyBuyJointSep 21, 2020$1,001 - $15,000mid $8KStockmodelled
6JTAmeris bancorp (AbCb) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S (partial)09/15/202010/05/2020$1,001 - $15,0001.00ABCB0.95PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
7JTApple Inc. (AAPL) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
AAPLP09/15/202010/05/2020$1,001 - $15,0001.00AAPL0.98BuyBuyJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
8JTApple Inc. (AAPL) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
AAPLS (partial)09/01/202010/05/2020$1,001 - $15,0001.00AAPL0.98PartialPartial saleJointSep 1, 2020$1,001 - $15,000mid $8KStockmodelled
9JTbanco bilbao Vizcaya Argentaria S.A. (bbVA) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S (partial)09/15/202010/05/2020$1,001 - $15,0001.00BBVA0.95PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
10JTbioMarin Pharmaceutical Inc. (bMRN) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S09/15/202010/05/2020$1,001 - $15,0001.00BMRN0.95SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
11JTbooking Holdings Inc. (bKNG) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—P09/21/202010/05/2020$1,001 - $15,0001.00BKNG0.95BuyBuyJointSep 21, 2020$1,001 - $15,000mid $8KStockmodelled
12JTbooking Holdings Inc. (bKNG) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S (partial)09/25/202010/05/2020$1,001 - $15,0001.00BKNG0.95PartialPartial saleJointSep 25, 2020$1,001 - $15,000mid $8KStockmodelled
13JTCarvana Co. Class A (CVNA) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CVNAS09/15/202010/05/2020$1,001 - $15,0001.00CVNA0.98SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
14JTCatalent, Inc. (CTLT) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CTLTS09/24/202010/05/2020$1,001 - $15,0001.00—0.60SellSellJointSep 24, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
15JTCathay General bancorp (CATY) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CATYS (partial)09/15/202010/05/2020$1,001 - $15,0001.00CATY0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
16JTChevron Corporation (CVX) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CVXS (partial)09/15/202010/05/2020$1,001 - $15,0001.00CVX0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
17JTChuy's Holdings, Inc. (CHUY) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CHUYS (partial)09/15/202010/05/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
18JTCoStar Group, Inc. (CSGP) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CSGPS (partial)09/25/202010/05/2020$1,001 - $15,0001.00CSGP0.98PartialPartial saleJointSep 25, 2020$1,001 - $15,000mid $8KStockmodelled
19JTCovetrus, Inc. (CVET) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CVETS09/15/202010/05/2020$1,001 - $15,0001.00—0.60SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
20JTCryoLife, Inc. (CRY) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CRYS09/15/202010/05/2020$1,001 - $15,0001.00CRY0.95SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStockReviewmodelled
21JTdiageo plc (dEO) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—P09/30/202010/05/2020$1,001 - $15,0001.00DEO0.95BuyBuyJointSep 30, 2020$1,001 - $15,000mid $8KStockmodelled
22JTdril-Quip, Inc. (dRQ) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S09/15/202010/05/2020$1,001 - $15,0001.00—0.00SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStocknot modelled
23JTEndava plc American depositary Shares (dAVA) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—P09/24/202010/05/2020$1,001 - $15,0001.00DAVA0.95BuyBuyJointSep 24, 2020$1,001 - $15,000mid $8KStockmodelled
24JTExact Sciences Corporation (EXAS) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
EXASS (partial)09/15/202010/05/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
25JTFastenal Company (FAST) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
FASTS (partial)09/01/202010/05/2020$1,001 - $15,0001.00FAST0.98PartialPartial saleJointSep 1, 2020$1,001 - $15,000mid $8KStockmodelled
26JTFleetCor Technologies, Inc. (FLT) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
FLTS09/15/202010/05/2020$1,001 - $15,0001.00—0.60SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
27JTFranklin Resources, Inc. (bEN) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S (partial)09/15/202010/05/2020$1,001 - $15,0001.00—0.00PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStocknot modelled
28JTHaemonetics Corporation (HAE) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
HAES (partial)09/15/202010/05/2020$1,001 - $15,0001.00HAE0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
29JTHorace Mann Educators Corporation (HMN) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
HMNS (partial)09/15/202010/05/2020$1,001 - $15,0001.00HMN0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
30JTHubSpot, Inc. (HUbS) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S09/24/202010/05/2020$1,001 - $15,0001.00HUBS0.95SellSellJointSep 24, 2020$1,001 - $15,000mid $8KStockmodelled
31SPIG Sponsor LLC [OT]
other: F ILING S TATUS : New L OCATION : US d ESCRIPTION : Special purpose acquisition company - as of 10/1/2020 asset converted to a public trading stock on the Nasdaq under ticker symbol IGACU.
—P09/22/202010/08/2020$100,001 - $250,0001.00—0.00BuyBuySpouseSep 22, 2020$100,001 - $250,000mid $175KOthernot modelled
32JTInfineon Technologies AG (IFNNY) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
IFNNYS (partial)09/17/202010/05/2020$1,001 - $15,0001.00IFNNY0.98PartialPartial saleJointSep 17, 2020$1,001 - $15,000mid $8KStockmodelled
33JTIntegra LifeSciences Holdings Corporation (IART) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
IARTS (partial)09/15/202010/05/2020$1,001 - $15,0001.00IART0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
34JTJohnson & Johnson (JNJ) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
JNJP09/30/202010/05/2020$1,001 - $15,0001.00JNJ0.98BuyBuyJointSep 30, 2020$1,001 - $15,000mid $8KStockmodelled
35JTLukoil Co Sponsored AdR (LUKOY) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
LUKOYS (partial)09/15/202010/05/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
36JTLyft, Inc. - Class A (LYFT) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
LYFTS (partial)09/15/202010/05/2020$1,001 - $15,0001.00LYFT0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
37JTMastercard Incorporated (MA) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
MAS (partial)09/14/202010/05/2020$1,001 - $15,0001.00MA0.98PartialPartial saleJointSep 14, 2020$1,001 - $15,000mid $8KStockmodelled
38JTMeridian bancorp, Inc. (EbSb) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S09/15/202010/05/2020$1,001 - $15,0001.00—0.00SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStocknot modelled
39JTMinerals Technologies Inc. (MTX) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
MTXP09/24/202010/05/2020$1,001 - $15,0001.00MTX0.98BuyBuyJointSep 24, 2020$1,001 - $15,000mid $8KStockmodelled
40JTNintendo Co Ltd AdR (NTdOY) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—P09/01/202010/05/2020$15,001 - $50,0001.00NTDOY0.95BuyBuyJointSep 1, 2020$15,001 - $50,000mid $32.5KStockmodelled
41JTNVIdIA Corporation (NVdA) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S (partial)09/14/202010/05/2020$1,001 - $15,0001.00NVDA0.95PartialPartial saleJointSep 14, 2020$1,001 - $15,000mid $8KStockmodelled
42JTPacific Premier bancorp Inc (PPbI) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S (partial)09/15/202010/05/2020$1,001 - $15,0001.00—0.00PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStocknot modelled
43JTPayPal Holdings, Inc. (PYPL) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
PYPLP09/25/202010/05/2020$1,001 - $15,0001.00PYPL0.98BuyBuyJointSep 25, 2020$1,001 - $15,000mid $8KStockmodelled
44JTPhillips 66 (PSX) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
PSXS09/15/202010/05/2020$1,001 - $15,0001.00PSX0.98SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
45JTPrimoris Services Corporation (PRIM) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
PRIMS (partial)09/15/202010/05/2020$1,001 - $15,0001.00PRIM0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
46JTRogers Corporation (ROG) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
ROGS (partial)09/15/202010/05/2020$1,001 - $15,0001.00ROG0.98PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
47JTSalesforce.com Inc (CRM) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
CRMP09/25/202010/05/2020$1,001 - $15,0001.00CRM0.98BuyBuyJointSep 25, 2020$1,001 - $15,000mid $8KStockmodelled
48JTSeacoast banking Corporation of Florida (SbCF) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S (partial)09/15/202010/05/2020$1,001 - $15,0001.00SBCF0.95PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
49JTSquare, Inc. Class A (SQ) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
SQP09/25/202010/05/2020$1,001 - $15,0001.00—0.60BuyBuyJointSep 25, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
50JTStarbucks Corporation (SbUX) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S09/17/202010/05/2020$1,001 - $15,0001.00SBUX0.95SellSellJointSep 17, 2020$1,001 - $15,000mid $8KStockmodelled
51JTTexas Instruments Incorporated (TXN) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
TXNP09/30/202010/05/2020$1,001 - $15,0001.00TXN0.98BuyBuyJointSep 30, 2020$1,001 - $15,000mid $8KStockmodelled
52JTUS Ecology, Inc. (ECOL) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
ECOLS (partial)09/15/202010/05/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointSep 15, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
53JTVeeva Systems Inc. Class A (VEEV) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
VEEVS (partial)09/14/202010/05/2020$1,001 - $15,0001.00VEEV0.98PartialPartial saleJointSep 14, 2020$1,001 - $15,000mid $8KStockmodelled
54JTWebster Financial Corporation (WbS) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—S09/15/202010/05/2020$1,001 - $15,0001.00WBS0.95SellSellJointSep 15, 2020$1,001 - $15,000mid $8KStockmodelled
55JTWells Fargo & Company (WFC) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
WFCS09/30/202010/05/2020$1,001 - $15,0001.00WFC0.98SellSellJointSep 30, 2020$1,001 - $15,000mid $8KStockmodelled
56JTWorkday, Inc. - Class A (WdAY) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
—P09/25/202010/05/2020$1,001 - $15,0001.00WDAY0.95BuyBuyJointSep 25, 2020$1,001 - $15,000mid $8KStockmodelled
57JTZillow Group, Inc. - Class C Capital Stock (Z) [ST]
other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1
ZP09/17/202010/05/2020$1,001 - $15,0001.00Z0.98BuyBuyJointSep 17, 2020$1,001 - $15,000mid $8KStockmodelled