Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 9, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 11
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2103
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 · 11
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 | Altria Group, Inc. (MO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MO | P | 01/11/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | MO0.98 | BuyBuy | Joint | Jan 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | brooks Automation, Inc. (bRKS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 01/05/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 5, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 3 | JT | deere & Company (dE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/04/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | DE0.95 | PartialPartial sale | Joint | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | FedEx Corporation (FdX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/04/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | FDX0.95 | PartialPartial sale | Joint | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Fomento Economico Mexicano S.A.b. de C.V. (FMX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | FMX | P | 01/11/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | FMX0.98 | BuyBuy | Joint | Jan 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Haemonetics Corporation (HAE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | HAE | S | 01/25/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | HAE0.98 | SellSell | Joint | Jan 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | HCA Healthcare, Inc. (HCA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | HCA | S (partial) | 01/04/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | HCA0.98 | PartialPartial sale | Joint | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Infineon Technologies AG (IFNNY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | IFNNY | S (partial) | 01/19/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | PartialPartial sale | Joint | Jan 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | REGN | P | 01/11/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Joint | Jan 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Salesforce.com Inc (CRM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CRM | P | 01/11/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Jan 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | 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) | 01/11/2021 | 02/05/2021 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Jan 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |