Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 11, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 64
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3355
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 · 64
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 | AbbVie Inc. (ABBV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABBV | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ABBV0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Adobe Inc. (ADBE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADBE | S (partial) | 05/10/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ADBE0.98 | PartialPartial sale | Joint | May 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Adobe Inc. (ADBE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADBE | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ADBE0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | AMD0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Airbnb, Inc. - Class A (ABNB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABNB | S (partial) | 05/08/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ABNB0.98 | PartialPartial sale | Joint | May 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Amgen Inc. (AMGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMGN | S | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | AMGN0.98 | SellSell | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 05/16/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | May 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Blackstone Inc. (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Broadcom Inc. (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | P | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Capital One Financial Corporation (COF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COF | S | 05/02/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | COF0.98 | SellSell | Joint | May 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SCHW | S (partial) | 05/08/2023 | 06/07/2023 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | May 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Cheniere Energy, Inc. (LNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LNG | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | LNG0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | S (partial) | 05/23/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | May 23, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DE | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Deere & Company (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DE | S (partial) | 05/05/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | May 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 05/03/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | May 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 05/05/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | May 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 05/09/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | May 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Etsy, Inc. (ETSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETSY | S | 05/08/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ETSY0.98 | SellSell | Joint | May 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Exact Sciences Corporation (EXAS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EXAS | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | JT | First Solar, Inc. (FSLR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSLR | P | 05/12/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | FSLR0.98 | BuyBuy | Joint | May 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Freeport-McMoRan, Inc. (FCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FCX | S (partial) | 05/03/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | FCX0.98 | PartialPartial sale | Joint | May 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Intuitive Surgical, Inc. (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 05/30/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Intuitive Surgical, Inc. (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | P | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ISRG0.98 | BuyBuy | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Manulife Financial Corporation (MFC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MFC | P | 05/15/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | MFC0.98 | BuyBuy | Joint | May 15, 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 | P | 05/11/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Joint | May 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | McKesson Corporation (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCK | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | MCK0.98 | PartialPartial sale | Joint | May 19, 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 | P | 05/30/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 01/19/2024 | MSFT | P | 05/16/2023 | 06/06/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 16, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 32 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $155; Expires 01/19/2024 | MSFT | P | 05/15/2023 | 06/06/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 15, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 33 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 09/15/2023 | MSFT | P | 05/15/2023 | 06/06/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 15, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 34 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 08/18/2023 | MSFT | P | 05/15/2023 | 06/06/2023 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 15, 2023 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 35 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 03/15/2024 | MSFT | S | 05/16/2023 | 06/06/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 16, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 36 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 01/19/2024 | MSFT | S | 05/15/2023 | 06/06/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 15, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 37 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 01/19/2024 | MSFT | S | 05/15/2023 | 06/06/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 15, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 38 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $160; Expires 06/21/2024 | MSFT | S | 05/15/2023 | 06/06/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 15, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 39 | JT | MongoDB, Inc. - Class A (MDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MDB | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | MDB0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Morgan Stanley (MS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MS | S (partial) | 05/05/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | May 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | P | 05/09/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | May 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | P | 05/08/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | May 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | P | 05/04/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | May 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | PayPal Holdings, Inc. (PYPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYPL | S | 05/12/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | PYPL0.98 | SellSell | Joint | May 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PGR | S (partial) | 05/17/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | PGR0.98 | PartialPartial sale | Joint | May 17, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RHHBY | S (partial) | 05/16/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | RHHBY0.98 | PartialPartial sale | Joint | May 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Seagen Inc. (SGEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SGEN | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | JT | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHW | S (partial) | 05/12/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | SHW0.98 | PartialPartial sale | Joint | May 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | SHOP0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBUX | P | 05/08/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | SBUX0.98 | BuyBuy | Joint | May 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Tapestry, Inc. (TPR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TPR | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TPR0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | 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) | 05/15/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | PartialPartial sale | Joint | May 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | 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) | 05/16/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | PartialPartial sale | Joint | May 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Tesla, Inc. (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Texas Instruments Incorporated (TXN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXN | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TXN0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | The Trade Desk, Inc. - Class A (TTD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TTD | S (partial) | 05/01/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TTD0.98 | PartialPartial sale | Joint | May 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Transdigm Group Incorporated (TDG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TDG | P | 05/16/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | TDG0.98 | BuyBuy | Joint | May 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | U.S. Physical Therapy, Inc. (USPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | USPH | P | 05/24/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | USPH0.98 | BuyBuy | Joint | May 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Uber Technologies, Inc. (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 05/19/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UPS | S (partial) | 05/03/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Joint | May 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | JT | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UPS | S (partial) | 05/12/2023 | 06/06/2023 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Joint | May 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |