Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 19, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 45
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3354
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 · 45
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 | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | P | 04/28/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Apr 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | P | 04/24/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Apr 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Amgen Inc. (AMGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMGN | P | 04/12/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | AMGN0.98 | BuyBuy | Joint | Apr 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | AppFolio, Inc. - Class A (APPF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APPF | P | 04/03/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | APPF0.98 | BuyBuy | Joint | Apr 3, 2023 | $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 | P | 04/06/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Apr 6, 2023 | $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 | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 04/20/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Apr 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ARQT | P | 04/17/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | ARQT0.98 | BuyBuy | Joint | Apr 17, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | AutoZone, Inc. (AZO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AZO | S (partial) | 04/10/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | AZO0.98 | PartialPartial sale | Joint | Apr 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Blackstone Real Estate Income Trust [OT] filing_status: New | subholding_of: Morgan Stanley - Active Asset Account # 1 | location: US | description: REIT | — | P | 04/25/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | BSTT0.95 | BuyBuy | Self | Apr 25, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 11 | JT | Capital One Financial Corporation (COF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COF | S (partial) | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | COF0.98 | PartialPartial sale | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | ChampionX Corporation (CHX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHX | P | 04/05/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 5, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SCHW | P | 04/14/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | SCHW0.98 | BuyBuy | Joint | Apr 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Churchill Downs, Incorporated (CHDN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHDN | S | 04/05/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | CHDN0.98 | SellSell | Joint | Apr 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CTSH | S (partial) | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | CTSH0.98 | PartialPartial sale | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | S (partial) | 04/12/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | Apr 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | S (partial) | 04/20/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | Apr 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Crown Castle Inc. (CCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCI | P | 04/17/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | CCI0.98 | BuyBuy | Joint | Apr 17, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Enphase Energy, Inc. (ENPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ENPH | S | 04/06/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | ENPH0.98 | SellSell | Joint | Apr 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Etsy, Inc. (ETSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETSY | S (partial) | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | ETSY0.98 | PartialPartial sale | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Fidelity National Information Services, Inc. (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FIS | P | 04/17/2023 | 05/03/2023 | $15,001 - $50,000 | 1.00 | FIS0.98 | BuyBuy | Joint | Apr 17, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | JT | First Solar, Inc. (FSLR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSLR | P | 04/24/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | FSLR0.98 | BuyBuy | Joint | Apr 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | First Solar, Inc. (FSLR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSLR | P | 04/06/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | FSLR0.98 | BuyBuy | Joint | Apr 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | First Solar, Inc. (FSLR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSLR | P | 04/19/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | FSLR0.98 | BuyBuy | Joint | Apr 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Fox Factory Holding Corp. (FOXF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FOXF | P | 04/10/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | FOXF0.98 | BuyBuy | Joint | Apr 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Globus Medical, Inc. Class A (GMED) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GMED | P | 04/03/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | GMED0.98 | BuyBuy | Joint | Apr 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Lowe's Companies, Inc. (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 04/10/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Apr 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Mastercard Incorporated (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | S (partial) | 04/10/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | MA0.98 | PartialPartial sale | Joint | Apr 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | P | 04/10/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Apr 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | P | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | MNST0.98 | BuyBuy | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | S (partial) | 04/10/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | MNST0.98 | PartialPartial sale | Joint | Apr 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Morgan Stanley (MS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MS | S (partial) | 04/10/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | Apr 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | MSCI Inc (MSCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSCI | S (partial) | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | MSCI0.98 | PartialPartial sale | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Netflix, Inc. (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 04/03/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Apr 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 04/03/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Apr 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 04/03/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Apr 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Silgan Holdings Inc. (SLGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SLGN | P | 04/28/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | SLGN0.98 | BuyBuy | Joint | Apr 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Snap Inc. Class A (SNAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNAP | S | 04/26/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | SNAP0.98 | SellSell | Joint | Apr 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBUX | P | 04/21/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | SBUX0.98 | BuyBuy | Joint | Apr 21, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Texas Instruments Incorporated (TXN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXN | S (partial) | 04/28/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | TXN0.98 | PartialPartial sale | Joint | Apr 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Thoughtworks Holding, Inc. (TWKS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWKS | P | 04/17/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 17, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | JT | Uber Technologies, Inc. (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 04/27/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Apr 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Utz Brands Inc Class A (UTZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UTZ | P | 04/14/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | UTZ0.98 | BuyBuy | Joint | Apr 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Veritex Holdings, Inc. (VBTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VBTX | P | 04/17/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | —0.83 | BuyBuy | Joint | Apr 17, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |