Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 11, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 44
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3356
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 · 44
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) | 06/26/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | ABBV0.98 | PartialPartial sale | Joint | Jun 26, 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 | P | 06/26/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | ADBE0.98 | BuyBuy | Joint | Jun 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | AMD0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | S (partial) | 06/12/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Jun 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Amphenol Corporation (APH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APH | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | APH0.98 | PartialPartial sale | Joint | Jun 22, 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 | S (partial) | 06/16/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Jun 16, 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 | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Artivion, Inc. (AORT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AORT | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | AORT0.98 | PartialPartial sale | Joint | Jun 13, 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) | 06/01/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | AZO0.98 | PartialPartial sale | Joint | Jun 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Azenta, Inc. (AZTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AZTA | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | AZTA0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Broadcom Inc. (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | P | 06/26/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Joint | Jun 26, 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 | P | 06/16/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | SCHW0.98 | BuyBuy | Joint | Jun 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SCHW | P | 06/12/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | SCHW0.98 | BuyBuy | Joint | Jun 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Credicorp Ltd. (BAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BAP | P | 06/15/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | BAP0.98 | BuyBuy | Joint | Jun 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Credicorp Ltd. (BAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BAP | P | 06/14/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | BAP0.98 | BuyBuy | Joint | Jun 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Dominion Energy, Inc. (D) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | D | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | D0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | First Solar, Inc. (FSLR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSLR | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | FSLR0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Freeport-McMoRan, Inc. (FCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FCX | S (partial) | 06/15/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | FCX0.98 | PartialPartial sale | Joint | Jun 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Haier Smart Home Co LTD ADR (HSHCY) [OT] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | location: US | description: ADR stock | HSHCY | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 20 | JT | Helios Technologies, Inc. (HLIO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HLIO | S (partial) | 06/12/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | HLIO0.98 | PartialPartial sale | Joint | Jun 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Horace Mann Educators Corporation (HMN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HMN | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | HMN0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | HubSpot, Inc. (HUBS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HUBS | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | HUBS0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Integra LifeSciences Holdings Corporation (IART) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IART | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | IART0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Intuit Inc. (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTU | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Lowe's Companies, Inc. (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Meta Platforms, Inc. - Class A (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | P | 06/26/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Joint | Jun 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Meta Platforms, Inc. - Class A (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | P | 06/12/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Joint | Jun 12, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | P | 06/01/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Jun 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | P | 06/26/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | MNST0.98 | BuyBuy | Joint | Jun 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | S (partial) | 06/06/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | MNST0.98 | PartialPartial sale | Joint | Jun 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Netflix, Inc. (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | P | 06/06/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | NFLX0.98 | BuyBuy | Joint | Jun 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | NVIDIA Corporation (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Patterson-UTI Energy, Inc. (PTEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PTEN | S (partial) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | PTEN0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | 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) | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | PartialPartial sale | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 36 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Rockwell Automation, Inc. (ROK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ROK | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | ROK0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Sarepta Therapeutics, Inc. (SRPT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SRPT | S | 06/13/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | SRPT0.98 | SellSell | Joint | Jun 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Seagen Inc. (SGEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SGEN | S (partial) | 06/26/2023 | 07/07/2023 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jun 26, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | P | 06/26/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | SHOP0.98 | BuyBuy | Joint | Jun 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | P | 06/06/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | SHOP0.98 | BuyBuy | Joint | Jun 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Synopsys, Inc. (SNPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNPS | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | SNPS0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Tesla, Inc. (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 06/22/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jun 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UPS | S (partial) | 06/26/2023 | 07/06/2023 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Joint | Jun 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |