Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 15, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 48
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2112
row 6: stray text in ['cap']: gfedc; row 25: stray text in ['cap']: gfedcb
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 · 48
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 | 10/05/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | AMD0.95 | BuyBuy | Joint | Oct 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Affirm Holdings, Inc. - Class A (AFRM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | AFRM | P | 10/12/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | AFRM0.98 | BuyBuy | Joint | Oct 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Alibaba Group Holding Limited American depositary Shares each representing eight Ordinary share (bAbA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 4 | JT | Allianz SE AdR (ALIZY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : AdR Stock | ALIZY | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | ALIZY0.98 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 5 | JT | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | AAPL | P | 10/29/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | bHP Group Limited American depositary Shares (bHP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 0.70 | BHP0.95 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 7 | JT | biogen Inc. (bIIb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | BIIB0.95 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | bioMarin Pharmaceutical Inc. (bMRN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | BMRN0.95 | SellSell | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | blackstone Inc. (bX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/12/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | BX0.95 | BuyBuy | Joint | Oct 12, 2021 | $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 | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | 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) | 10/05/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Oct 5, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 12 | JT | deere & Company (dE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 10/15/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | DE0.95 | PartialPartial sale | Joint | Oct 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | deere & Company (dE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 10/22/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | DE0.95 | PartialPartial sale | Joint | Oct 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Emergent biosolutions, Inc. (EbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | EBS0.95 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Endava plc American depositary Shares (dAVA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/01/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | DAVA0.95 | BuyBuy | Joint | Oct 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Estee Lauder Companies, Inc. (EL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | EL | S (partial) | 10/26/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | EL0.98 | PartialPartial sale | Joint | Oct 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Etsy, Inc. (ETSY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ETSY | P | 10/19/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | ETSY0.98 | BuyBuy | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | FedEx Corporation (FdX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 10/19/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | FDX0.95 | SellSell | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | FedEx Corporation (FdX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | FDX0.95 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Intuit Inc. (INTU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | INTU | P | 10/19/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Lam Research Corporation (LRCX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | LRCX | S (partial) | 10/29/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | LRCX0.98 | PartialPartial sale | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Mastercard Incorporated (MA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MA | S (partial) | 10/29/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | MA0.98 | PartialPartial sale | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | McKesson Corporation (MCK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MCK | S (partial) | 10/28/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | MCK0.98 | PartialPartial sale | Joint | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Medpace Holdings, Inc. (MEdP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 10/26/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | MEDP0.95 | PartialPartial sale | Joint | Oct 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | MercadoLibre, Inc. (MELI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MELI | S | 10/28/2021 | 11/04/2021 | $15,001 - $50,000 | 0.70 | MELI0.98 | SellSell | Joint | Oct 28, 2021 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 26 | JT | Meta Platforms, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 d ESCRIPTION : Formerly known as Facebook Inc. CL-A | — | S (partial) | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | META0.95 | PartialPartial sale | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Meta Platforms, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 d ESCRIPTION : Formerly known as Facebook Inc. CL-A | — | S (partial) | 10/26/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | META0.95 | PartialPartial sale | Joint | Oct 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Meta Platforms, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 d ESCRIPTION : Formerly known as Facebook Inc. CL-A | — | S (partial) | 10/27/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | META0.95 | PartialPartial sale | Joint | Oct 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MSFT | P | 10/28/2021 | 11/04/2021 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Oct 28, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | MSFT | P | 10/19/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Netflix, Inc. (NFLX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | NFLX | P | 10/25/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | NFLX0.98 | BuyBuy | Joint | Oct 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Nintendo Co Ltd AdR (NTdOY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/18/2021 | 11/04/2021 | $15,001 - $50,000 | 1.00 | NTDOY0.95 | BuyBuy | Joint | Oct 18, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 33 | JT | NVIdIA Corporation (NVdA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/29/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | NVDA0.95 | BuyBuy | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | NVIdIA Corporation (NVdA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/05/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | NVDA0.95 | BuyBuy | Joint | Oct 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Paycor HCM, Inc. (PYCR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PYCR | P | 10/13/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 13, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | JT | Paylocity Holding Corporation (PCTY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PCTY | S (partial) | 10/01/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | PCTY0.98 | PartialPartial sale | Joint | Oct 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | 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) | 10/27/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Oct 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | 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) | 10/22/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Oct 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | 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) | 10/21/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Oct 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | 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) | 10/20/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Oct 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | QUALCOMM Incorporated (QCOM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | QCOM | S | 10/12/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | QCOM0.98 | SellSell | Joint | Oct 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | QUALCOMM Incorporated (QCOM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | QCOM | S (partial) | 10/05/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | QCOM0.98 | PartialPartial sale | Joint | Oct 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | SPX Corporation (SPXC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SPXC | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | SPXC0.98 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TSLA | P | 10/19/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Oct 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Texas Instruments Incorporated (TXN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TXN | S (partial) | 10/29/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | TXN0.98 | PartialPartial sale | Joint | Oct 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Trane Technologies plc (TT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TT | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Uber Technologies, Inc. (UbER) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 10/18/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | UBER0.95 | BuyBuy | Joint | Oct 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Uber Technologies, Inc. (UbER) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 10/28/2021 | 11/04/2021 | $1,001 - $15,000 | 1.00 | UBER0.95 | PartialPartial sale | Joint | Oct 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |