Filing audit view

20020573Parsed

DJosh Gottheimer · House · ptr · filed Mar 18, 2022

Official filing metadata

Filer (as printed): Hon. Josh Gottheimer
Office (as printed): NJ05
Chamber: House
Filing type: ptr
Filing date: Mar 18, 2022
Filing year: 2022
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 37
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 2770

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 · 37

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
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	02/18/2022	03/07/2022	$1,001 - $15,000	1.00	ABBV0.95	BuyBuy	Joint	Feb 18, 2022	$1,001 - $15,000mid $8K	Stock	modelled
2	JT	AbbVie Inc. (AbbV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	—	P	02/09/2022	03/07/2022	$1,001 - $15,000	1.00	ABBV0.95	BuyBuy	Joint	Feb 9, 2022	$1,001 - $15,000mid $8K	Stock	modelled
3	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	S	02/11/2022	03/07/2022	$1,001 - $15,000	1.00	AFRM0.98	SellSell	Joint	Feb 11, 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)	02/01/2022	03/07/2022	$1,001 - $15,000	1.00	ALGN0.98	PartialPartial sale	Joint	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
5	JT	block, Inc. Class A Common Stock, (SQ) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	SQ	S	02/02/2022	03/07/2022	$1,001 - $15,000	1.00	XYZ0.95	SellSell	Joint	Feb 2, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
6	JT	Coca-Cola Company (KO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	KO	P	02/03/2022	03/07/2022	$1,001 - $15,000	1.00	KO0.98	BuyBuy	Joint	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
7	JT	Coca-Cola Company (KO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	KO	P	02/23/2022	03/07/2022	$1,001 - $15,000	1.00	KO0.98	BuyBuy	Joint	Feb 23, 2022	$1,001 - $15,000mid $8K	Stock	modelled
8	JT	Enphase Energy, Inc. (ENPH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	ENPH	P	02/09/2022	03/07/2022	$1,001 - $15,000	1.00	ENPH0.98	BuyBuy	Joint	Feb 9, 2022	$1,001 - $15,000mid $8K	Stock	modelled
9	JT	Etsy, Inc. (ETSY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	ETSY	S (partial)	02/02/2022	03/07/2022	$1,001 - $15,000	1.00	ETSY0.98	PartialPartial sale	Joint	Feb 2, 2022	$1,001 - $15,000mid $8K	Stock	modelled
10	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	02/28/2022	03/07/2022	$1,001 - $15,000	1.00	FIS0.98	BuyBuy	Joint	Feb 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled
11	JT	ICU Medical, Inc. (ICUI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	ICUI	P	02/14/2022	03/07/2022	$1,001 - $15,000	1.00	ICUI0.98	BuyBuy	Joint	Feb 14, 2022	$1,001 - $15,000mid $8K	Stock	modelled
12	JT	Intel Corporation (INTC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	INTC	S	02/28/2022	03/07/2022	$15,001 - $50,000	1.00	INTC0.98	SellSell	Joint	Feb 28, 2022	$15,001 - $50,000mid $32.5K	Stock	modelled
13	JT	Intuit Inc. (INTU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	INTU	P	02/03/2022	03/07/2022	$1,001 - $15,000	1.00	INTU0.98	BuyBuy	Joint	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
14	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	02/01/2022	03/07/2022	$1,001 - $15,000	1.00	LOW0.98	BuyBuy	Joint	Feb 1, 2022	$1,001 - $15,000mid $8K	Stock	modelled
15	JT	Meta Platforms, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	—	S (partial)	02/07/2022	03/07/2022	$1,001 - $15,000	1.00	META0.95	PartialPartial sale	Joint	Feb 7, 2022	$1,001 - $15,000mid $8K	Stock	modelled
16	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 $160; Expires 1/20/2023	MSFT	S	02/10/2022	03/07/2022	$500,001 - $1,000,000	1.00	MSFT0.98	SellSell	Joint	Feb 10, 2022	$500,001 - $1,000,000mid $750K	Option	not modelled
17	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 $155; Expires 1/20/2023	MSFT	S	02/10/2022	03/07/2022	$250,001 - $500,000	1.00	MSFT0.98	SellSell	Joint	Feb 10, 2022	$250,001 - $500,000mid $375K	Option	not modelled
18	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 $150; Expires 1/20/2023	MSFT	S	02/10/2022	03/07/2022	$1,000,001 - $5,000,000	1.00	MSFT0.98	SellSell	Joint	Feb 10, 2022	$1,000,001 - $5,000,000mid $3M	Option	not modelled
19	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 1/20/2023	MSFT	S	02/10/2022	03/07/2022	$250,001 - $500,000	1.00	MSFT0.98	SellSell	Joint	Feb 10, 2022	$250,001 - $500,000mid $375K	Option	not 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 $160; Expires 9/16/2022	MSFT	P	02/10/2022	03/07/2022	$500,001 - $1,000,000	1.00	MSFT0.98	BuyBuy	Joint	Feb 10, 2022	$500,001 - $1,000,000mid $750K	Option	not modelled
21	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 $150; Expires 9/16/2022	MSFT	P	02/10/2022	03/07/2022	$1,000,001 - $5,000,000	1.00	MSFT0.98	BuyBuy	Joint	Feb 10, 2022	$1,000,001 - $5,000,000mid $3M	Option	not modelled
22	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	02/10/2022	03/07/2022	$500,001 - $1,000,000	1.00	MSFT0.98	BuyBuy	Joint	Feb 10, 2022	$500,001 - $1,000,000mid $750K	Option	not modelled
23	JT	Monster beverage Corporation (MNST) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	MNST	S (partial)	02/14/2022	03/07/2022	$1,001 - $15,000	1.00	MNST0.98	PartialPartial sale	Joint	Feb 14, 2022	$1,001 - $15,000mid $8K	Stock	modelled
24	JT	PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	PYPL	S	02/02/2022	03/07/2022	$1,001 - $15,000	1.00	PYPL0.98	SellSell	Joint	Feb 2, 2022	$1,001 - $15,000mid $8K	Stock	modelled
25	JT	Rockwell Automation, Inc. (ROK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	ROK	S (partial)	02/03/2022	03/07/2022	$1,001 - $15,000	1.00	ROK0.98	PartialPartial sale	Joint	Feb 3, 2022	$1,001 - $15,000mid $8K	Stock	modelled
26	JT	Seagen Inc. (SGEN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	SGEN	S (partial)	02/18/2022	03/07/2022	$1,001 - $15,000	1.00	—0.60	PartialPartial sale	Joint	Feb 18, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
27	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)	02/14/2022	03/07/2022	$1,001 - $15,000	1.00	SKY0.98	PartialPartial sale	Joint	Feb 14, 2022	$1,001 - $15,000mid $8K	Stock	modelled
28	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	02/02/2022	03/07/2022	$1,001 - $15,000	1.00	SNAP0.98	SellSell	Joint	Feb 2, 2022	$1,001 - $15,000mid $8K	Stock	modelled
29	JT	SVb Financial Group (SIVb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	—	P	02/09/2022	03/07/2022	$1,001 - $15,000	1.00	—0.00	BuyBuy	Joint	Feb 9, 2022	$1,001 - $15,000mid $8K	Stock	not modelled
30	JT	Terex Corporation (TEX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	TEX	P	02/15/2022	03/07/2022	$1,001 - $15,000	1.00	TEX0.98	BuyBuy	Joint	Feb 15, 2022	$1,001 - $15,000mid $8K	Stock	modelled
31	JT	Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	TSLA	P	02/07/2022	03/07/2022	$1,001 - $15,000	1.00	TSLA0.98	BuyBuy	Joint	Feb 7, 2022	$1,001 - $15,000mid $8K	Stock	modelled
32	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)	02/23/2022	03/07/2022	$1,001 - $15,000	1.00	TXN0.98	PartialPartial sale	Joint	Feb 23, 2022	$1,001 - $15,000mid $8K	Stock	modelled
33	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)	02/14/2022	03/07/2022	$1,001 - $15,000	1.00	UFPI0.98	PartialPartial sale	Joint	Feb 14, 2022	$1,001 - $15,000mid $8K	Stock	modelled
34	JT	United Parcel Service, Inc. (UPS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	UPS	P	02/18/2022	03/07/2022	$1,001 - $15,000	1.00	UPS0.98	BuyBuy	Joint	Feb 18, 2022	$1,001 - $15,000mid $8K	Stock	modelled
35	JT	United Parcel Service, Inc. (UPS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	UPS	P	02/02/2022	03/07/2022	$1,001 - $15,000	1.00	UPS0.98	BuyBuy	Joint	Feb 2, 2022	$1,001 - $15,000mid $8K	Stock	modelled
36	JT	Verisk Analytics, Inc. (VRSK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	VRSK	P	02/04/2022	03/07/2022	$1,001 - $15,000	1.00	VRSK0.98	BuyBuy	Joint	Feb 4, 2022	$1,001 - $15,000mid $8K	Stock	modelled
37	JT	Verizon Communications Inc. (VZ) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1	VZ	P	02/28/2022	03/07/2022	$1,001 - $15,000	1.00	VZ0.98	BuyBuy	Joint	Feb 28, 2022	$1,001 - $15,000mid $8K	Stock	modelled