Congress Trades
Filing audit view

20022531Parsed

DJosh Gottheimer · House · ptr · filed Mar 17, 2023

Official filing metadata

Filer (as printed)
Hon. Josh Gottheimer
Office (as printed)
NJ05
Chamber
House
Filing type
ptr
Filing date
Mar 17, 2023
Filing year
2023
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
59
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
3352

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 · 59

Left: official, as printed · Right: normalized
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1JTAbbVie Inc. (ABBV) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ABBVS (partial)02/21/202303/07/2023$1,001 - $15,0001.00ABBV0.98PartialPartial saleJointFeb 21, 2023$1,001 - $15,000mid $8KStockmodelled
2JTAbbVie Inc. (ABBV) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ABBVS (partial)02/07/202303/07/2023$1,001 - $15,0001.00ABBV0.98PartialPartial saleJointFeb 7, 2023$1,001 - $15,000mid $8KStockmodelled
3JTAdobe Inc. (ADBE) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ADBEP02/10/202303/07/2023$1,001 - $15,0001.00ADBE0.98BuyBuyJointFeb 10, 2023$1,001 - $15,000mid $8KStockmodelled
4JTAdobe Inc. (ADBE) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ADBEP02/02/202303/07/2023$1,001 - $15,0001.00ADBE0.98BuyBuyJointFeb 2, 2023$1,001 - $15,000mid $8KStockmodelled
5JTAdvanced Micro Devices, Inc. (AMD) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AMDP02/13/202303/07/2023$1,001 - $15,0001.00AMD0.98BuyBuyJointFeb 13, 2023$1,001 - $15,000mid $8KStockmodelled
6JTAdvanced Micro Devices, Inc. (AMD) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AMDS (partial)02/23/202303/07/2023$1,001 - $15,0001.00AMD0.98PartialPartial saleJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
7JTAdvanced Micro Devices, Inc. (AMD) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AMDS (partial)02/17/202303/07/2023$1,001 - $15,0001.00AMD0.98PartialPartial saleJointFeb 17, 2023$1,001 - $15,000mid $8KStockmodelled
8JTAIA Group, Ltd. Sponsored American Depository Receipt (AAGIY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AAGIYP02/13/202303/07/2023$1,001 - $15,0001.00AAGIY0.98BuyBuyJointFeb 13, 2023$1,001 - $15,000mid $8KStockmodelled
9JTAmgen Inc. (AMGN) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AMGNS (partial)02/22/202303/07/2023$1,001 - $15,0001.00AMGN0.98PartialPartial saleJointFeb 22, 2023$1,001 - $15,000mid $8KStockmodelled
10JTAppFolio, Inc. - Class A (APPF) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
APPFP02/23/202303/07/2023$1,001 - $15,0001.00APPF0.98BuyBuyJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
11JTAutomatic Data Processing, Inc. (ADP) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ADPS02/03/202303/07/2023$1,001 - $15,0001.00ADP0.98SellSellJointFeb 3, 2023$1,001 - $15,000mid $8KStockmodelled
12JTAutoZone, Inc. (AZO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AZOS (partial)02/24/202303/07/2023$1,001 - $15,0001.00AZO0.98PartialPartial saleJointFeb 24, 2023$1,001 - $15,000mid $8KStockmodelled
13JTAutoZone, Inc. (AZO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AZOS (partial)02/10/202303/07/2023$1,001 - $15,0001.00AZO0.98PartialPartial saleJointFeb 10, 2023$1,001 - $15,000mid $8KStockmodelled
14JTCBIZ, Inc. (CBZ) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CBZP02/23/202303/07/2023$1,001 - $15,0001.00CBZ0.98BuyBuyJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
15JTCoca-Cola Company (KO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
KOS (partial)02/14/202303/07/2023$1,001 - $15,0001.00KO0.98PartialPartial saleJointFeb 14, 2023$1,001 - $15,000mid $8KStockmodelled
16JTCoca-Cola Company (KO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
KOS (partial)02/21/202303/07/2023$1,001 - $15,0001.00KO0.98PartialPartial saleJointFeb 21, 2023$1,001 - $15,000mid $8KStockmodelled
17JTCoca-Cola Company (KO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
KOS (partial)02/07/202303/07/2023$1,001 - $15,0001.00KO0.98PartialPartial saleJointFeb 7, 2023$1,001 - $15,000mid $8KStockmodelled
18JTDeere & Company (DE) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DES (partial)02/10/202303/07/2023$1,001 - $15,0001.00DE0.98PartialPartial saleJointFeb 10, 2023$1,001 - $15,000mid $8KStockmodelled
19JTDeere & Company (DE) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DES (partial)02/17/202303/07/2023$1,001 - $15,0001.00DE0.98PartialPartial saleJointFeb 17, 2023$1,001 - $15,000mid $8KStockmodelled
20JTEli Lilly and Company (LLY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LLYS (partial)02/14/202303/07/2023$1,001 - $15,0001.00LLY0.98PartialPartial saleJointFeb 14, 2023$1,001 - $15,000mid $8KStockmodelled
21JTEli Lilly and Company (LLY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LLYS (partial)02/17/202303/07/2023$1,001 - $15,0001.00LLY0.98PartialPartial saleJointFeb 17, 2023$1,001 - $15,000mid $8KStockmodelled
22JTEli Lilly and Company (LLY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LLYS (partial)02/07/202303/07/2023$1,001 - $15,0001.00LLY0.98PartialPartial saleJointFeb 7, 2023$1,001 - $15,000mid $8KStockmodelled
23JTEli Lilly and Company (LLY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LLYS (partial)02/03/202303/07/2023$1,001 - $15,0001.00LLY0.98PartialPartial saleJointFeb 3, 2023$1,001 - $15,000mid $8KStockmodelled
24JTFive Below, Inc. (FIVE) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
FIVES02/28/202303/07/2023$1,001 - $15,0001.00FIVE0.98SellSellJointFeb 28, 2023$1,001 - $15,000mid $8KStockmodelled
25JTGlobus Medical, Inc. Class A (GMED) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
GMEDS (partial)02/08/202303/07/2023$1,001 - $15,0001.00GMED0.98PartialPartial saleJointFeb 8, 2023$1,001 - $15,000mid $8KStockmodelled
26JTHAIER SMART HOME CO LTD ADR [OT]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock
—P02/13/202303/07/2023$1,001 - $15,0001.00HSHCY0.95BuyBuyJointFeb 13, 2023$1,001 - $15,000mid $8KOthernot modelled
27JTICICI Bank Limited (IBN) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
IBNS (partial)02/01/202303/07/2023$1,001 - $15,0001.00IBN0.98PartialPartial saleJointFeb 1, 2023$1,001 - $15,000mid $8KStockmodelled
28JTIntuit Inc. (INTU) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
INTUP02/27/202303/07/2023$1,001 - $15,0001.00INTU0.98BuyBuyJointFeb 27, 2023$1,001 - $15,000mid $8KStockmodelled
29JTLam Research Corporation (LRCX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LRCXP02/14/202303/07/2023$1,001 - $15,0001.00LRCX0.98BuyBuyJointFeb 14, 2023$1,001 - $15,000mid $8KStockmodelled
30JTMcKesson Corporation (MCK) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MCKS (partial)02/23/202303/07/2023$1,001 - $15,0001.00MCK0.98PartialPartial saleJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
31JTMercadoLibre, Inc. (MELI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MELIP02/23/202303/07/2023$1,001 - $15,0001.00MELI0.98BuyBuyJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
32JTMeta Platforms, Inc. - Class A (META) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
METAP02/03/202303/07/2023$1,001 - $15,0001.00META0.98BuyBuyJointFeb 3, 2023$1,001 - $15,000mid $8KStockmodelled
33JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 01/19/24
MSFTS02/14/202303/07/2023$1,000,001 - $5,000,0001.00MSFT0.98SellSellJointFeb 14, 2023$1,000,001 - $5,000,000mid $3MOptionnot modelled
34JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 09/15/23
MSFTP02/14/202303/07/2023$1,000,001 - $5,000,0001.00MSFT0.98BuyBuyJointFeb 14, 2023$1,000,001 - $5,000,000mid $3MOptionnot modelled
35JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 09/15/23
MSFTS02/13/202303/07/2023$250,001 - $500,0001.00MSFT0.98SellSellJointFeb 13, 2023$250,001 - $500,000mid $375KOptionnot modelled
36JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 09/15/23
MSFTS02/13/202303/07/2023$1,000,001 - $5,000,0001.00MSFT0.98SellSellJointFeb 13, 2023$1,000,001 - $5,000,000mid $3MOptionnot modelled
37JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 09/15/23
MSFTS02/13/202303/07/2023$500,001 - $1,000,0001.00MSFT0.98SellSellJointFeb 13, 2023$500,001 - $1,000,000mid $750KOptionnot modelled
38JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 07/21/23
MSFTP02/13/202303/07/2023$1,000,001 - $5,000,0001.00MSFT0.98BuyBuyJointFeb 13, 2023$1,000,001 - $5,000,000mid $3MOptionnot modelled
39JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 08/18/23
MSFTS02/13/202303/07/2023$500,001 - $1,000,0001.00MSFT0.98SellSellJointFeb 13, 2023$500,001 - $1,000,000mid $750KOptionnot modelled
40JTMicrosoft Corporation (MSFT) [OP]
filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 06/16/23
MSFTP02/13/202303/07/2023$500,001 - $1,000,0001.00MSFT0.98BuyBuyJointFeb 13, 2023$500,001 - $1,000,000mid $750KOptionnot modelled
41JTMicrosoft Corporation (MSFT) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MSFTP02/27/202303/07/2023$1,001 - $15,0001.00MSFT0.98BuyBuyJointFeb 27, 2023$1,001 - $15,000mid $8KStockmodelled
42JTMongoDB, Inc. - Class A (MDB) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MDBP02/13/202303/07/2023$1,001 - $15,0001.00MDB0.98BuyBuyJointFeb 13, 2023$1,001 - $15,000mid $8KStockmodelled
43JTNetflix, Inc. (NFLX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NFLXP02/06/202303/07/2023$1,001 - $15,0001.00NFLX0.98BuyBuyJointFeb 6, 2023$1,001 - $15,000mid $8KStockmodelled
44JTNetflix, Inc. (NFLX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NFLXP02/21/202303/07/2023$1,001 - $15,0001.00NFLX0.98BuyBuyJointFeb 21, 2023$1,001 - $15,000mid $8KStockmodelled
45JTNVIDIA Corporation (NVDA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NVDAP02/21/202303/07/2023$1,001 - $15,0001.00NVDA0.98BuyBuyJointFeb 21, 2023$1,001 - $15,000mid $8KStockmodelled
46JTNVIDIA Corporation (NVDA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NVDAP02/27/202303/07/2023$1,001 - $15,0001.00NVDA0.98BuyBuyJointFeb 27, 2023$1,001 - $15,000mid $8KStockmodelled
47JTNVIDIA Corporation (NVDA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NVDAP02/23/202303/07/2023$1,001 - $15,0001.00NVDA0.98BuyBuyJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
48JTPayPal Holdings, Inc. (PYPL) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
PYPLP02/03/202303/07/2023$1,001 - $15,0001.00PYPL0.98BuyBuyJointFeb 3, 2023$1,001 - $15,000mid $8KStockmodelled
49JTPerformance Food Group Company (PFGC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
PFGCS (partial)02/08/202303/07/2023$1,001 - $15,0001.00PFGC0.98PartialPartial saleJointFeb 8, 2023$1,001 - $15,000mid $8KStockmodelled
50JTPerformance Food Group Company (PFGC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
PFGCS02/23/202303/07/2023$1,001 - $15,0001.00PFGC0.98SellSellJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
51JTThe Trade Desk, Inc. - Class A (TTD) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TTDP02/21/202303/07/2023$1,001 - $15,0001.00TTD0.98BuyBuyJointFeb 21, 2023$1,001 - $15,000mid $8KStockmodelled
52JTUber Technologies, Inc. (UBER) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UBERP02/21/202303/07/2023$1,001 - $15,0001.00UBER0.98BuyBuyJointFeb 21, 2023$1,001 - $15,000mid $8KStockmodelled
53JTUber Technologies, Inc. (UBER) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UBERP02/23/202303/07/2023$1,001 - $15,0001.00UBER0.98BuyBuyJointFeb 23, 2023$1,001 - $15,000mid $8KStockmodelled
54JTUber Technologies, Inc. (UBER) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UBERP02/14/202303/07/2023$1,001 - $15,0001.00UBER0.98BuyBuyJointFeb 14, 2023$1,001 - $15,000mid $8KStockmodelled
55JTUber Technologies, Inc. (UBER) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UBERP02/13/202303/07/2023$1,001 - $15,0001.00UBER0.98BuyBuyJointFeb 13, 2023$1,001 - $15,000mid $8KStockmodelled
56JTUber Technologies, Inc. (UBER) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UBERP02/07/202303/07/2023$1,001 - $15,0001.00UBER0.98BuyBuyJointFeb 7, 2023$1,001 - $15,000mid $8KStockmodelled
57JTUnitedHealth Group Incorporated Common Stock (UNH) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UNHS02/03/202303/07/2023$1,001 - $15,0001.00UNH0.98SellSellJointFeb 3, 2023$1,001 - $15,000mid $8KStockmodelled
58JTVerisk Analytics, Inc. (VRSK) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
VRSKS02/06/202303/07/2023$1,001 - $15,0001.00VRSK0.98SellSellJointFeb 6, 2023$1,001 - $15,000mid $8KStockmodelled
59JTWorkday, Inc. - Class A (WDAY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
WDAYP02/10/202303/07/2023$1,001 - $15,0001.00WDAY0.98BuyBuyJointFeb 10, 2023$1,001 - $15,000mid $8KStockmodelled