Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 16, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 20
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2773
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 · 20
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 | Adyen NV ADR (ADYEY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | ADYEY | P | 05/06/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | ADYEY0.98 | BuyBuy | Joint | May 6, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 2 | JT | Amgen Inc. (AMGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMGN | P | 05/11/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | AMGN0.98 | BuyBuy | Joint | May 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Blackstone Inc. (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 05/02/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | May 2, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHKP | S (partial) | 05/05/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | CHKP0.98 | PartialPartial sale | Joint | May 5, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHKP | S (partial) | 05/06/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | CHKP0.98 | PartialPartial sale | Joint | May 6, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHKP | S (partial) | 05/09/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | CHKP0.98 | PartialPartial sale | Joint | May 9, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHKP | S | 05/10/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | CHKP0.98 | SellSell | Joint | May 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | P | 05/23/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | COP0.98 | BuyBuy | Joint | May 23, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DE | S (partial) | 05/18/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | May 18, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Fomento Economico Mexicano S.A.B. de C.V. (FMX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FMX | P | 05/10/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | FMX0.98 | BuyBuy | Joint | May 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Infineon Technologies AG (IFNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IFNNY | P | 05/06/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | BuyBuy | Joint | May 6, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | International Business Machines Corporation (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | P | 05/26/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Joint | May 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | LHC Group - common stock (LHCG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LHCG | S (partial) | 05/09/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | May 9, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | Marriott International - Class A (MAR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MAR | P | 05/26/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | MAR0.98 | BuyBuy | Joint | May 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | P | 05/27/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | May 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | P | 05/05/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Joint | May 5, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Stag Industrial, Inc. (STAG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | STAG | S (partial) | 05/26/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | STAG0.98 | PartialPartial sale | Joint | May 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Target Corporation (TGT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TGT | S (partial) | 05/18/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | TGT0.98 | PartialPartial sale | Joint | May 18, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Tesla, Inc. (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 05/26/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | May 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 05/03/2022 | 06/08/2022 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | May 3, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |