Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 9, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 30
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2109
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 · 30
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 | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 07/28/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Jul 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | boston beer Company, Inc. (SAM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SAM | S | 07/27/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | SAM0.98 | SellSell | Joint | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Capital One Financial Corporation (COF) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | COF | P | 07/23/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | COF0.98 | BuyBuy | Joint | Jul 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CTSH | S | 07/22/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | CTSH0.98 | SellSell | Joint | Jul 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | CTSH | P | 07/16/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | CTSH0.98 | BuyBuy | Joint | Jul 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Endava plc American depositary Shares (dAVA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 07/23/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | DAVA0.95 | PartialPartial sale | Joint | Jul 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Five below, Inc. (FIVE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | FIVE | S (partial) | 07/01/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | FIVE0.98 | PartialPartial sale | Joint | Jul 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Grand Canyon Education, Inc. (LOPE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | LOPE | S (partial) | 07/01/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | LOPE0.98 | PartialPartial sale | Joint | Jul 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | 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) | 07/30/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | PartialPartial sale | Joint | Jul 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Lowe's Companies, Inc. (LOW) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | LOW | P | 07/09/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | LOW0.98 | BuyBuy | Joint | Jul 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Moderna, Inc. (MRNA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MRNA | S (partial) | 07/22/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | MRNA0.98 | PartialPartial sale | Joint | Jul 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | NVIdIA Corporation (NVdA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 07/28/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | NVDA0.95 | PartialPartial sale | Joint | Jul 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Oracle Corporation (ORCL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ORCL | P | 07/23/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | ORCL0.98 | BuyBuy | Joint | Jul 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Paycor HCM, Inc. (PYCR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PYCR | P | 07/23/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jul 23, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | JT | Ping An Insurance (PNGAY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PNGAY | P | 07/16/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | BuyBuy | Joint | Jul 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Pinterest, Inc. Class A (PINS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PINS | S (partial) | 07/13/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | PINS0.98 | PartialPartial sale | Joint | Jul 13, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | QTS Realty Trust, Inc. Class A (QTS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | QTS | S (partial) | 07/23/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jul 23, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | JT | RbC bearings Incorporated (ROLL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ROLL | S (partial) | 07/27/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | RBC0.95 | PartialPartial sale | Joint | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 19 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 07/01/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Jul 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Rockwell Automation, Inc. (ROK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ROK | P | 07/30/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | ROK0.98 | BuyBuy | Joint | Jul 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Skyline Champion Corporation (SKY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SKY | S (partial) | 07/01/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | SKY0.98 | PartialPartial sale | Joint | Jul 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SNAP | S (partial) | 07/20/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | SNAP0.98 | PartialPartial sale | Joint | Jul 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SNAP | S (partial) | 07/08/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | SNAP0.98 | PartialPartial sale | Joint | Jul 8, 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 | 07/22/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | SPOT0.98 | SellSell | Joint | Jul 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | SPX Corporation (SPXC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SPXC | P | 07/19/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | SPXC0.98 | BuyBuy | Joint | Jul 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | SVb Financial Group (SIVb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 07/09/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 9, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 27 | JT | Tapestry, Inc. (TPR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TPR | P | 07/27/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | TPR0.98 | BuyBuy | Joint | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Trane Technologies plc (TT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TT | P | 07/28/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Joint | Jul 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Twitter, Inc. (TWTR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TWTR | S (partial) | 07/20/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jul 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | JT | Workday, Inc. - Class A (WdAY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 07/28/2021 | 08/06/2021 | $1,001 - $15,000 | 1.00 | WDAY0.95 | SellSell | Joint | Jul 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |