Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 16, 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
- 2779
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 | JT | ABIOMED, Inc. (ABMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABMD | S | 09/14/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Sep 14, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 2 | JT | Allianz SE ADR (ALIZY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | ALIZY | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | ALIZY0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | JT | Alnylam Pharmaceuticals, Inc. (ALNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALNY | P | 09/28/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | ALNY0.98 | BuyBuy | Joint | Sep 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Automatic Data Processing, Inc. (ADP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADP | P | 09/26/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | ADP0.98 | BuyBuy | Joint | Sep 26, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | BHP Group Limited American Depositary Shares (BHP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BHP | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | BHP0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Blackstone Inc. (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 09/14/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Sep 14, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CTSH | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | CTSH0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Covetrus, Inc. (CVET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CVET | S | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | JT | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DE | S (partial) | 09/12/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | Sep 12, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | DexCom, Inc. (DXCM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DXCM | S (partial) | 09/28/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | DXCM0.98 | PartialPartial sale | Joint | Sep 28, 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) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | FIS0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Flywire Corporation - Voting (FLYW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FLYW | P | 09/27/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | FLYW0.98 | BuyBuy | Joint | Sep 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | HCA Healthcare, Inc. (HCA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HCA | S (partial) | 09/28/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | HCA0.98 | PartialPartial sale | Joint | Sep 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Magnolia Oil & Gas Corporation Class A (MGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MGY | S (partial) | 09/27/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | MGY0.98 | PartialPartial sale | Joint | Sep 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | MongoDB, Inc. - Class A (MDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MDB | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | MDB0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 09/28/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Sep 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Paylocity Holding Corporation (PCTY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PCTY | S (partial) | 09/21/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | PCTY0.98 | PartialPartial sale | Joint | Sep 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | P | 09/12/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Joint | Sep 12, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Salesforce, Inc. (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | CRM0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | SAP SE ADS (SAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SAP | S (partial) | 09/01/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | SAP0.98 | PartialPartial sale | Joint | Sep 1, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Shimano Inc. ADR [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | — | P | 09/26/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | SMNNY0.95 | BuyBuy | Joint | Sep 26, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 23 | JT | Shimano Inc. ADR [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | — | P | 09/27/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | SMNNY0.95 | BuyBuy | Joint | Sep 27, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 24 | JT | Stag Industrial, Inc. (STAG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | STAG | P | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | STAG0.98 | BuyBuy | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TCEHY | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Thoughtworks Holding, Inc. (TWKS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWKS | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNH | P | 09/28/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Joint | Sep 28, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Verizon Communications Inc. (VZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VZ | S (partial) | 09/15/2022 | 10/05/2022 | $1,001 - $15,000 | 1.00 | VZ0.98 | PartialPartial sale | Joint | Sep 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |