Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 16, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 30
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2777
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 · 30
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) | 08/26/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Aug 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Automatic Data Processing, Inc. (ADP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADP | P | 08/12/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | ADP0.98 | BuyBuy | Joint | Aug 12, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | BioCryst Pharmaceuticals, Inc. (BCRX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BCRX | P | 08/11/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | BCRX0.98 | BuyBuy | Joint | Aug 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Blackstone Inc. (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 08/11/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Aug 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Cerence Inc. (CRNC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRNC | S | 08/15/2021 | 09/06/2022 | $1,001 - $15,000 | 1.00 | CRNC0.98 | SellSell | Joint | Aug 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | ChemoCentryx, Inc. (CCXI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCXI | S (partial) | 08/11/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | CCXI0.95 | PartialPartial sale | Joint | Aug 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 7 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | P | 08/05/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Aug 5, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Halozyme Therapeutics, Inc. (HALO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HALO | S (partial) | 08/05/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | HALO0.98 | PartialPartial sale | Joint | Aug 5, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Lowe's Companies, Inc. (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 08/16/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Aug 16, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $145; Expires 01/20/23 | MSFT | P | 08/11/2022 | 09/06/2022 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 11, 2022 | $250,001 - $500,000mid $375K | Option | not modelled |
| 11 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $150; Expires 01/20/23 | MSFT | P | 08/11/2022 | 09/06/2022 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 11, 2022 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 12 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $150; Expires 01/20/23 | MSFT | P | 08/11/2022 | 09/06/2022 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 11, 2022 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 13 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $150; Expires 01/20/23 | MSFT | P | 08/11/2022 | 09/06/2022 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 11, 2022 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 14 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 01/20/23 | MSFT | P | 08/11/2022 | 09/06/2022 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 11, 2022 | $250,001 - $500,000mid $375K | Option | not modelled |
| 15 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 01/20/23 | MSFT | P | 08/11/2022 | 09/06/2022 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 11, 2022 | $250,001 - $500,000mid $375K | Option | not modelled |
| 16 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 03/17/23 | MSFT | S | 08/11/2022 | 09/06/2022 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 11, 2022 | $250,001 - $500,000mid $375K | Option | not modelled |
| 17 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 03/17/23 | MSFT | S | 08/11/2022 | 09/06/2022 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 11, 2022 | $250,001 - $500,000mid $375K | Option | not modelled |
| 18 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $150; Expires 06/16/23 | MSFT | S | 08/11/2022 | 09/06/2022 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 11, 2022 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 19 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $150; Expires 06/16/23 | MSFT | S | 08/11/2022 | 09/06/2022 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 11, 2022 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 20 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 06/16/23 | MSFT | S | 08/11/2022 | 09/06/2022 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 11, 2022 | $250,001 - $500,000mid $375K | Option | not modelled |
| 21 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 06/16/23 | MSFT | S | 08/11/2022 | 09/06/2022 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 11, 2022 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 22 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | MSFT | S (partial) | 08/17/2022 | 09/06/2022 | $100,001 - $250,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Aug 17, 2022 | $100,001 - $250,000mid $175K | Stock | modelled |
| 23 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $150; Expires 06/16/23 | MSFT | S | 08/17/2022 | 09/06/2022 | $100,001 - $250,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 17, 2022 | $100,001 - $250,000mid $175K | Option | not modelled |
| 24 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | MSFT | P | 08/17/2022 | 09/06/2022 | $100,001 - $250,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 17, 2022 | $100,001 - $250,000mid $175K | Stock | modelled |
| 25 | JT | Rapid7, Inc. (RPD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RPD | S (partial) | 08/10/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | RPD0.98 | PartialPartial sale | Joint | Aug 10, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Rockwell Automation, Inc. (ROK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ROK | S (partial) | 08/05/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | ROK0.98 | PartialPartial sale | Joint | Aug 5, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | SGS SA ADR (SGSOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SGSOY | S | 08/02/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | SGSOY0.98 | SellSell | Joint | Aug 2, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHW | S (partial) | 08/17/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | SHW0.98 | PartialPartial sale | Joint | Aug 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 08/05/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Aug 5, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNH | P | 08/11/2022 | 09/06/2022 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Joint | Aug 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |