Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 16, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 42
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2772
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 · 42
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 | Air Products and Chemicals, Inc. (APD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APD | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | APD0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Align Technology, Inc. (ALGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGN | S | 04/28/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | ALGN0.98 | SellSell | Joint | Apr 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 04/19/2022 | 05/04/2022 | $15,001 - $50,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Apr 19, 2022 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | JT | Berkshire Hathaway Inc. New (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BRK.B | S (partial) | 04/01/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Joint | Apr 1, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Booking Holdings Inc. (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | S | 04/14/2022 | 05/04/2022 | $15,001 - $50,000 | 1.00 | BKNG0.98 | SellSell | Joint | Apr 14, 2022 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | JT | Cerence Inc. (CRNC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRNC | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | CRNC0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | ChampionX Corporation (CHX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHX | P | 04/21/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 21, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | JT | ChemoCentryx, Inc. (CCXI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCXI | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | CCXI0.95 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 9 | JT | Chevron Corporation (CVX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVX | S (partial) | 04/01/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | CVX0.98 | PartialPartial sale | Joint | Apr 1, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CTSH | P | 04/27/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | CTSH0.98 | BuyBuy | Joint | Apr 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | P | 04/28/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | COP0.98 | BuyBuy | Joint | Apr 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | P | 04/14/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | COP0.98 | BuyBuy | Joint | Apr 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Covetrus, Inc. (CVET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVET | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | CSPC Pharmaceuticals Group ADR (CSPCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | CSPCY | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 15 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 04/14/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Apr 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 04/28/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Apr 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | ENN Energy Holdings Ltd Unsponsored ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Estee Lauder Companies, Inc. (EL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EL | S (partial) | 04/14/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | EL0.98 | PartialPartial sale | Joint | Apr 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | 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 | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 20 | JT | Intuit Inc. (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTU | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Lowe's Companies, Inc. (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 04/01/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Apr 1, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Magnolia Oil & Gas Corporation Class A (MGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MGY | S (partial) | 04/21/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | MGY0.98 | PartialPartial sale | Joint | Apr 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Marriott International - Class A (MAR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MAR | P | 04/14/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | MAR0.98 | BuyBuy | Joint | Apr 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Match Group, Inc. (MTCH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MTCH | S | 04/20/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | SellSell | Joint | Apr 20, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Meta Platforms, Inc. - Class A (FB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FB | S (partial) | 04/20/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | FB0.95 | PartialPartial sale | Joint | Apr 20, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 26 | JT | MongoDB, Inc. - Class A (MDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MDB | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | MDB0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | S (partial) | 04/14/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | MNST0.98 | PartialPartial sale | Joint | Apr 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Morgan Stanley (MS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MS | S (partial) | 04/27/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | Apr 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Norfolk Southern Corporation (NSC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSC | S (partial) | 04/01/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Joint | Apr 1, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Patterson-UTI Energy, Inc. (PTEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PTEN | P | 04/21/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | PTEN0.98 | BuyBuy | Joint | Apr 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Paycor HCM, Inc. (PYCR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYCR | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | JT | Ping An Insurance (PNGAY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PNGAY | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSDOY | P | 04/21/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | SSDOY0.98 | BuyBuy | Joint | Apr 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | SPX Corporation (SPXC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SPXC | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | SPXC0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBUX | P | 04/01/2022 | 05/04/2022 | $15,001 - $50,000 | 1.00 | SBUX0.98 | BuyBuy | Joint | Apr 1, 2022 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 36 | JT | Tapestry, Inc. (TPR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TPR | S (partial) | 04/14/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | TPR0.98 | PartialPartial sale | Joint | Apr 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Target Corporation (TGT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TGT | P | 04/14/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | TGT0.98 | BuyBuy | Joint | Apr 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TCEHY | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Terex Corporation (TEX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEX | P | 04/19/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | TEX0.98 | BuyBuy | Joint | Apr 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Thoughtworks Holding, Inc. (TWKS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWKS | P | 04/13/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 13, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | JT | Unicharm Corp Sponsored ADR (UNICY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNICY | S (partial) | 04/21/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | UNICY0.98 | PartialPartial sale | Joint | Apr 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | US Ecology, Inc. (ECOL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ECOL | S | 04/13/2022 | 05/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Apr 13, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |