Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 18, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 35
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2769
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 · 35
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 | AbbVie Inc. (AbbV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 01/28/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | ABBV0.95 | BuyBuy | Joint | Jan 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Advanced Micro devices, Inc. (AMd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/31/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | AMD0.95 | PartialPartial sale | Joint | Jan 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Advanced Micro devices, Inc. (AMd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | AMD0.95 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Align Technology, Inc. (ALGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ALGN | S (partial) | 01/31/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | ALGN0.98 | PartialPartial sale | Joint | Jan 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | ASML Holding N.V. - New York Registry Shares (ASML) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ASML | S (partial) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | ASML0.98 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | biogen Inc. (bIIb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | P | 01/10/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | BIIB0.95 | BuyBuy | Joint | Jan 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | boot barn Holdings, Inc. (bOOT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/31/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | BOOT0.95 | PartialPartial sale | Joint | Jan 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | 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 | 01/10/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | COF0.98 | BuyBuy | Joint | Jan 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Coca-Cola Company (KO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | KO | P | 01/31/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Jan 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | 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) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | EL0.98 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Fidelity National Information Services, Inc. (FIS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | FIS | P | 01/25/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Joint | Jan 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Fidelity National Information Services, Inc. (FIS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | FIS | P | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Franklin Resources, Inc. (bEN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 14 | JT | Franklin Resources, Inc. (bEN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/25/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Jan 25, 2022 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 15 | JT | Freeport-McMoRan, Inc. (FCX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | FCX | S (partial) | 01/28/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | FCX0.98 | PartialPartial sale | Joint | Jan 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | HealthEquity, Inc. (HQY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | HQY | P | 01/10/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | HQY0.98 | BuyBuy | Joint | Jan 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Intuitive Surgical, Inc. (ISRG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | 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) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | LRCX0.98 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | 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) | 01/18/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | PartialPartial sale | Joint | Jan 18, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $145; Expires 9/16/2022 | MSFT | P | 01/25/2022 | 02/07/2022 | $50,001 - $100,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Jan 25, 2022 | $50,001 - $100,000mid $75K | Option | not modelled |
| 21 | JT | Netflix, Inc. (NFLX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 01/28/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Jan 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Nitori Holdings CO LTd AdR (NCLTY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : AdR Stock | NCLTY | P | 01/10/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | NCLTY0.98 | BuyBuy | Joint | Jan 10, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 23 | JT | NVIdIA Corporation (NVdA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | NVDA0.95 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | NVIdIA Corporation (NVdA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 01/31/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | NVDA0.95 | PartialPartial sale | Joint | Jan 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | 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 | 01/10/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | OLLI0.98 | BuyBuy | Joint | Jan 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Oracle Corporation (ORCL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | ORCL | P | 01/24/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | ORCL0.98 | BuyBuy | Joint | Jan 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Patrick Industries, Inc. (PATK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PATK | S (partial) | 01/20/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | PATK0.98 | PartialPartial sale | Joint | Jan 20, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | 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) | 01/13/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Jan 13, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | 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 : AdR Stock | CSPCY | P | 01/10/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | BuyBuy | Joint | Jan 10, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 30 | JT | Ping An Insurance (PNGAY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | PNGAY | P | 01/28/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | BuyBuy | Joint | Jan 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | 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) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Syneos Health, Inc. - Class A (SYNH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | SYNH | S (partial) | 01/04/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jan 4, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 01/26/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jan 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 01/31/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jan 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Verizon Communications Inc. (VZ) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | VZ | P | 01/10/2022 | 02/07/2022 | $1,001 - $15,000 | 1.00 | VZ0.98 | BuyBuy | Joint | Jan 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |