Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 17, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 56
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2771
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 · 56
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] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABBV | P | 03/08/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | ABBV0.98 | BuyBuy | Joint | Mar 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | AbbVie Inc. (ABBV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABBV | P | 03/17/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | ABBV0.98 | BuyBuy | Joint | Mar 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Air Products and Chemicals, Inc. (APD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APD | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | APD0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Amgen Inc. (AMGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMGN | P | 03/03/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | AMGN0.98 | BuyBuy | Joint | Mar 3, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Biogen Inc. (BIIB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BIIB | S | 03/17/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | BIIB0.98 | SellSell | Joint | Mar 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Blackstone Inc. (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | BX0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Carvana Co. Class A (CVNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVNA | S | 03/07/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | CVNA0.98 | SellSell | Joint | Mar 7, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Castle Biosciences, Inc. - Common stock (CSTL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CSTL | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | CSTL0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | ChemoCentryx, Inc. (CCXI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCXI | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | CCXI0.95 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 13 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | P | 03/08/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Mar 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | P | 03/04/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Mar 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CTSH | P | 03/04/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | CTSH0.98 | BuyBuy | Joint | Mar 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CTSH | P | 03/29/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | CTSH0.98 | BuyBuy | Joint | Mar 29, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Covetrus, Inc. (CVET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVET | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | JT | CSPC Pharmaceuticals Group ADR (CSPCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | CSPCY | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 19 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 03/29/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Mar 29, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 03/16/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Mar 16, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Endava plc American Depositary Shares (DAVA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DAVA | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | DAVA0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Endava plc American Depositary Shares (DAVA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DAVA | S (partial) | 03/04/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | DAVA0.98 | PartialPartial sale | Joint | Mar 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | ENN Energy Holdings Ltd Unsponsored ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Etsy, Inc. (ETSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETSY | S | 03/07/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | ETSY0.98 | SellSell | Joint | Mar 7, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Fidelity National Information Services, Inc. (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FIS | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Glacier Bancorp, Inc. (GBCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GBCI | S (partial) | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | GBCI0.98 | PartialPartial sale | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Haier Smart Home Co., Ltd ADR (HSHCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | HSHCY | P | 03/04/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | BuyBuy | Joint | Mar 4, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 28 | JT | Haier Smart Home Co., Ltd ADR (HSHCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | HSHCY | P | 03/03/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | BuyBuy | Joint | Mar 3, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 29 | JT | Haier Smart Home Co., Ltd ADR (HSHCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | HSHCY | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 30 | JT | HubSpot, Inc. (HUBS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HUBS | S | 03/08/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | HUBS0.98 | SellSell | Joint | Mar 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Intuit Inc. (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTU | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Lowe's Companies, Inc. (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | LOW0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | McKesson Corporation (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCK | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | MCK0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Moderna, Inc. (MRNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MRNA | S | 03/16/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | MRNA0.98 | SellSell | Joint | Mar 16, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | MongoDB, Inc. - Class A (MDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MDB | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | MDB0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Morgan Stanley (MS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MS | S (partial) | 03/03/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | Mar 3, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Netflix, Inc. (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | S | 03/17/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | NFLX0.98 | SellSell | Joint | Mar 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Ollie's Bargain Outlet Holdings, Inc. (OLLI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | OLLI | S | 03/04/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | OLLI0.98 | SellSell | Joint | Mar 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | ORCL0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Paycor HCM, Inc. (PYCR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYCR | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | JT | Ping An Insurance (PNGAY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PNGAY | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHW | S (partial) | 03/16/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | SHW0.98 | PartialPartial sale | Joint | Mar 16, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | SPX Corporation (SPXC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SPXC | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | SPXC0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 03/30/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Mar 30, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TCEHY | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Terex Corporation (TEX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEX | S (partial) | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | TEX0.98 | PartialPartial sale | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Texas Instruments Incorporated (TXN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXN | P | 03/31/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | TXN0.98 | BuyBuy | Joint | Mar 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Texas Instruments Incorporated (TXN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXN | S (partial) | 03/07/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | TXN0.98 | PartialPartial sale | Joint | Mar 7, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Thoughtworks Holding, Inc. (TWKS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWKS | P | 03/15/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Mar 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | P | 03/04/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Joint | Mar 4, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Unilever PLC (UL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UL | S (partial) | 03/30/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | UL0.98 | PartialPartial sale | Joint | Mar 30, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Unilever PLC (UL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UL | S | 03/31/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | UL0.98 | SellSell | Joint | Mar 31, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UPS | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | UPS0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Veritex Holdings, Inc. (VBTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VBTX | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | —0.83 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | JT | Verizon Communications Inc. (VZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VZ | P | 03/09/2022 | 04/11/2022 | $1,001 - $15,000 | 1.00 | VZ0.98 | BuyBuy | Joint | Mar 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |