Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 7, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 28
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2106
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 · 28
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 | 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 | P | 04/16/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Apr 16, 2021 | $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 | P | 04/15/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Apr 15, 2021 | $1,001 - $15,000mid $8K | Stock | 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 | P | 04/09/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Apr 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | 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) | 04/08/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | CENT0.98 | PartialPartial sale | Joint | Apr 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | dassault Systemes, S.A. American depositary Shares (dASTY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 04/13/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Apr 13, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 6 | JT | diageo plc (dEO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 04/13/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | DEO0.95 | PartialPartial sale | Joint | Apr 13, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | ENN Energy Holdings Ltd Unsponsored AdR (XNGSY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | XNGSY | P | 04/23/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Apr 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | ENN Energy Holdings Ltd Unsponsored AdR (XNGSY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | XNGSY | P | 04/21/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Apr 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Facebook, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 04/16/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | META0.92 | BuyBuy | Joint | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Lithia Motors, Inc. (LAd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 04/09/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | LAD0.95 | PartialPartial sale | Joint | Apr 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Lonza Group Ag Zuerich Unsponsored AdR (LZAGY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | LZAGY | S (partial) | 04/13/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | LZAGY0.98 | PartialPartial sale | Joint | Apr 13, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | lululemon athletica inc. (LULU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | LULU | S | 04/15/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | LULU0.98 | SellSell | Joint | Apr 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MTCH | S (partial) | 04/07/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | MTCH0.98 | PartialPartial sale | Joint | Apr 7, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | MercadoLibre, Inc. (MELI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MELI | P | 04/16/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | MELI0.98 | BuyBuy | Joint | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Ollie's bargain Outlet Holdings, Inc. (OLLI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | OLLI | P | 04/09/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | OLLI0.98 | BuyBuy | Joint | Apr 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Open Lending Corporation - Class A (LPRO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | LPRO | P | 04/05/2021 | 05/06/2021 | $1,001 - $15,000 | 0.70 | LPRO0.98 | BuyBuy | Joint | Apr 5, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 17 | JT | PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PYPL | S (partial) | 04/28/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Apr 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Pharmaceutical GRP LTd (CSPCY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : Publicly traded stock | CSPCY | P | 04/13/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | BuyBuy | Joint | Apr 13, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 19 | JT | Pharmaceutical GRP LTd (CSPCY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : Publicly traded stock | CSPCY | P | 04/15/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | BuyBuy | Joint | Apr 15, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 20 | JT | Roku, Inc. - Class A (ROKU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ROKU | S | 04/16/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | ROKU0.98 | SellSell | Joint | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | SAP SE AdS (SAP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SAP | S (partial) | 04/13/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | SAP0.98 | PartialPartial sale | Joint | Apr 13, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | SAP SE AdS (SAP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SAP | S (partial) | 04/12/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | SAP0.98 | PartialPartial sale | Joint | Apr 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Shionogi & Co Ltd Unsponsored AdR (SGIOY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SGIOY | P | 04/14/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | SGIOY0.98 | BuyBuy | Joint | Apr 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SPOT | S (partial) | 04/07/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | SPOT0.98 | PartialPartial sale | Joint | Apr 7, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 04/05/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Apr 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 04/30/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Apr 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Twitter, Inc. (TWTR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TWTR | S (partial) | 04/30/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Apr 30, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | JT | UFP Industries, Inc. (UFPI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | UFPI | S (partial) | 04/09/2021 | 05/06/2021 | $1,001 - $15,000 | 1.00 | UFPI0.98 | PartialPartial sale | Joint | Apr 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |