Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 10, 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
- 2780
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 | Airbnb, Inc. - Class A (ABNB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABNB | P | 10/19/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | ABNB0.98 | BuyBuy | Joint | Oct 19, 2022 | $1,001 - $15,000mid $8K | Stock | 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 | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | ALIZY0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | S (partial) | 10/27/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Oct 27, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Amgen Inc. (AMGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMGN | P | 10/19/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | AMGN0.98 | BuyBuy | Joint | Oct 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 10/25/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Oct 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 10/19/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Oct 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | BHP Group Limited American Depositary Shares (BHP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BHP | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | BHP0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Blackstone Inc. (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 10/21/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SCHW | S (partial) | 10/18/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Oct 18, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | ChemoCentryx, Inc. (CCXI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCXI | S | 10/20/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | CCXI0.95 | SellSell | Joint | Oct 20, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 11 | JT | Cheniere Energy, Inc. (LNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LNG | P | 10/13/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | LNG0.98 | BuyBuy | Joint | Oct 13, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CTSH | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | CTSH0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DE | P | 10/24/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | DE0.98 | BuyBuy | Joint | Oct 24, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 10/19/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Oct 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Equifax, Inc. (EFX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EFX | S (partial) | 10/20/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | EFX0.98 | PartialPartial sale | Joint | Oct 20, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Fidelity National Information Services, Inc. (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FIS | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Meta Platforms, Inc. - Class A (FB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FB | S | 10/27/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | FB0.95 | SellSell | Joint | Oct 27, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 18 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 10/27/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Oct 27, 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) | 10/18/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Oct 18, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | MongoDB, Inc. - Class A (MDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MDB | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | MDB0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Paylocity Holding Corporation (PCTY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PCTY | S | 10/11/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | PCTY0.98 | SellSell | Joint | Oct 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | P | 10/19/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Joint | Oct 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Salesforce, Inc. (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Seagen Inc. (SGEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SGEN | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | JT | Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TCEHY | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Tesla, Inc. (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Tesla, Inc. (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 10/21/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Oct 21, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | The Trade Desk, Inc. - Class A (TTD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TTD | P | 10/19/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | TTD0.98 | BuyBuy | Joint | Oct 19, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Verizon Communications Inc. (VZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VZ | P | 10/17/2022 | 11/03/2022 | $1,001 - $15,000 | 1.00 | VZ0.98 | BuyBuy | Joint | Oct 17, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |