Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 29, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 28
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2776
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 · 28
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 | — | Allianz SE ADR (ALIZY) [OT] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | location: US | description: ADR stock | ALIZY | P | 07/29/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | ALIZY0.98 | BuyBuy | Self | Jul 29, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 2 | — | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | GOOG | S (partial) | 07/20/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Self | Jul 20, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | GOOG | S (partial) | 07/27/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Self | Jul 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | AAPL | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Capital One Financial Corporation (COF) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | COF | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | COF0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | DE | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | DE0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | DE | S (partial) | 07/29/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Self | Jul 29, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Equifax, Inc. (EFX) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | EFX | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | EFX0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Fidelity National Information Services, Inc. (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | FIS | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Helen of Troy Limited (HELE) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | HELE | P | 07/22/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | HELE0.98 | BuyBuy | Self | Jul 22, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | International Business Machines Corporation (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | IBM | P | 07/19/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Self | Jul 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Intuit Inc. (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | INTU | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Medpace Holdings, Inc. (MEDP) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | MEDP | S (partial) | 07/22/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | MEDP0.98 | PartialPartial sale | Self | Jul 22, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | MSFT | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Nintendo Co Ltd ADR (NTDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | NTDOY | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | NTDOY0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Novanta Inc. - Common Shares (NOVT) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | NOVT | S (partial) | 07/25/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | NOVT0.98 | PartialPartial sale | Self | Jul 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | ORCL | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | ORCL0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Ritchie Bros. Auctioneers Incorporated (RBA) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | RBA | S (partial) | 07/22/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | RBA0.95 | PartialPartial sale | Self | Jul 22, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 19 | — | Salesforce, Inc. (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | CRM | P | 07/21/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Self | Jul 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | SSDOY | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | SSDOY0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | SBUX | P | 07/15/2022 | 08/04/2022 | $15,001 - $50,000 | 1.00 | SBUX0.98 | BuyBuy | Self | Jul 15, 2022 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | — | SVB Financial Group (SIVB) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | SIVB | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | — | Target Corporation (TGT) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | TGT | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | TGT0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | TT | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | UPS | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | UPS0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | UNH | P | 07/27/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Self | Jul 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | UNH | P | 07/29/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Self | Jul 29, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | XP Inc. - Class A (XP) [ST] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | XP | P | 07/15/2022 | 08/04/2022 | $1,001 - $15,000 | 1.00 | XP0.98 | BuyBuy | Self | Jul 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |