Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 22, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 36
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2774
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 · 36
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 | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ARQT | P | 06/15/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | ARQT0.98 | BuyBuy | Joint | Jun 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Avient Corporation (AVNT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVNT | S (partial) | 06/21/2022 | 07/07/2022 | $1,001 - $15,000 | 1.00 | AVNT0.98 | PartialPartial sale | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Capital One Financial Corporation (COF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COF | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | COF0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Daifuku Co., Ltd ADR (DFKCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | DFKCY | P | 06/29/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | DFKUY0.95 | BuyBuy | Joint | Jun 29, 2022 | $1,001 - $15,000mid $8K | Other | Reviewnot modelled |
| 6 | JT | Daifuku Co., Ltd ADR (DFKCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | DFKCY | P | 06/30/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | DFKUY0.95 | BuyBuy | Joint | Jun 30, 2022 | $1,001 - $15,000mid $8K | Other | Reviewnot modelled |
| 7 | JT | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DE | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Diageo plc (DEO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DEO | S | 06/29/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | DEO0.98 | SellSell | Joint | Jun 29, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Diageo plc (DEO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DEO | S (partial) | 06/28/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | DEO0.98 | PartialPartial sale | Joint | Jun 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Equifax, Inc. (EFX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EFX | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | EFX0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Fidelity National Information Services, Inc. (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FIS | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | FIS0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | HCA Healthcare, Inc. (HCA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HCA | S (partial) | 06/21/2022 | 07/07/2022 | $1,001 - $15,000 | 1.00 | HCA0.98 | PartialPartial sale | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Intuit Inc. (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTU | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | ITT Inc. (ITT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ITT | P | 06/21/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | ITT0.98 | BuyBuy | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Kering Unsponsored ADR (PPRUY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PPRUY | P | 06/28/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | PPRUY0.98 | BuyBuy | Joint | Jun 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Kering Unsponsored ADR (PPRUY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PPRUY | P | 06/29/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | PPRUY0.98 | BuyBuy | Joint | Jun 29, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | LHC Group - common stock (LHCG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LHCG | S | 06/21/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | JT | Manulife Financial Corporation (MFC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MFC | P | 06/28/2022 | 07/07/2022 | $1,001 - $15,000 | 1.00 | MFC0.98 | BuyBuy | Joint | Jun 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | S (partial) | 06/28/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | PartialPartial sale | Joint | Jun 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | S (partial) | 06/29/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | PartialPartial sale | Joint | Jun 29, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Nintendo Co Ltd ADR (NTDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTDOY | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | NTDOY0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 06/08/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Jun 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSDOY | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | SSDOY0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Skyline Champion Corporation (SKY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SKY | S (partial) | 06/21/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | SKY0.98 | PartialPartial sale | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBUX | S (partial) | 06/14/2022 | 07/08/2022 | $15,001 - $50,000 | 1.00 | SBUX0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | JT | SVB Financial Group (SIVB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SIVB | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | JT | Target Corporation (TGT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TGT | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | TGT0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Texas Roadhouse, Inc. (TXRH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXRH | S (partial) | 06/21/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | TXRH0.98 | PartialPartial sale | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UPS | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNH | P | 06/21/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNH | P | 06/23/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Joint | Jun 23, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Veritex Holdings, Inc. (VBTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VBTX | P | 06/21/2022 | 07/07/2022 | $1,001 - $15,000 | 1.00 | —0.83 | BuyBuy | Joint | Jun 21, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | JT | XP Inc. - Class A (XP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XP | S (partial) | 06/14/2022 | 07/08/2022 | $1,001 - $15,000 | 1.00 | XP0.98 | PartialPartial sale | Joint | Jun 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |