Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 13, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 12
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3350
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 · 12
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 | Amgen Inc. (AMGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMGN | P | 12/09/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | AMGN0.98 | BuyBuy | Joint | Dec 9, 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 | 12/20/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | ADP0.98 | BuyBuy | Joint | Dec 20, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Blackstone Inc. (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 12/05/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Dec 5, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 12/07/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Dec 7, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Fidelity National Information Services, Inc. (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FIS | P | 12/01/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Joint | Dec 1, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Halozyme Therapeutics, Inc. (HALO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HALO | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | HALO0.98 | PartialPartial sale | Joint | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Insmed Incorporated (INSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INSM | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | INSM0.98 | BuyBuy | Joint | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Pharmaceutical GRP LTD (CSPCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR Stock | CSPCY | S (partial) | 12/30/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | PartialPartial sale | Joint | Dec 30, 2022 | $1,001 - $15,000mid $8K | Other | not modelled |
| 9 | JT | Ritchie Bros. Auctioneers Incorporated (RBA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RBA | S | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | RBA0.95 | SellSell | Joint | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 10 | JT | Shoals Technologies Group, Inc. - Class A (SHLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHLS | P | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | SHLS0.98 | BuyBuy | Joint | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Supernus Pharmaceuticals, Inc. (SUPN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SUPN | S (partial) | 12/23/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | SUPN0.98 | PartialPartial sale | Joint | Dec 23, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Syneos Health, Inc. - Class A (SYNH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SYNH | S (partial) | 12/06/2022 | 01/04/2023 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Dec 6, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |