Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 11, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 57
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3360
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 · 57
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 | ADYEN NV UNSP/ADR (ADYEY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADYEY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ADYEY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Alamo Group, Inc. (ALG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALG | S (partial) | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ALG0.98 | PartialPartial sale | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Align Technology, Inc. (ALGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGN | S (partial) | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ALGN0.98 | PartialPartial sale | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Allegiant Travel Company (ALGT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGT | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ALGT0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Allegro MicroSystems, Inc. (ALGM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGM | P | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ALGM0.98 | BuyBuy | Joint | Oct 27, 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) | 10/25/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Oct 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | S (partial) | 10/11/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Oct 11, 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 | 10/30/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Oct 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Arista Networks, Inc. (ANET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ANET | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | BioCryst Pharmaceuticals, Inc. (BCRX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BCRX | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | BCRX0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Crown Castle Inc. (CCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CCI | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | CCI0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Dominion Energy, Inc. (D) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | D | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | D0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Ducommun Incorporated (DCO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DCO | P | 10/11/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | DCO0.98 | BuyBuy | Joint | Oct 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 10/11/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Oct 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Endava plc American Depositary Shares (DAVA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DAVA | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | DAVA0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | ENN Energy Holdings Ltd Unsponsored ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Estee Lauder Companies, Inc. (EL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EL | S | 10/30/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | EL0.98 | SellSell | Joint | Oct 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Exact Sciences Corporation (EXAS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EXAS | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | JT | Fanuc Corporation Unsponsored ADR (FANUY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FANUY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | FANUY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Fidelity National Information Services, Inc. (FIS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FIS | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | First Solar, Inc. (FSLR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSLR | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | FSLR0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Fox Factory Holding Corp. (FOXF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FOXF | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | FOXF0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Genmab A/S - American Depositary Shares (GMAB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GMAB | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | GMAB0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | HDFC Bank Limited (HDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HDB | P | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | HDB0.98 | BuyBuy | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | ICF International, Inc. (ICFI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ICFI | S (partial) | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ICFI0.98 | PartialPartial sale | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Integra LifeSciences Holdings Corporation (IART) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IART | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | IART0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Intuitive Surgical, Inc. (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Jabil Inc. (JBL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JBL | P | 10/09/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | JBL0.98 | BuyBuy | Joint | Oct 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Lowe's Companies, Inc. (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 10/11/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Oct 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Meta Platforms, Inc. - Class A (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | S (partial) | 10/26/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Joint | Oct 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 10/11/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Oct 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | P | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | NITORI HOLDINGS CO U/ADR (NCLTY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NCLTY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | NCLTY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Novozymes A/S Unsponsored American Depositary Receipt (NVZMY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVZMY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | NVZMY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | ON Semiconductor Corporation (ON) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ON | P | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ON0.98 | BuyBuy | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | ON Semiconductor Corporation (ON) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ON | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | ON0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Phreesia, Inc. (PHR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PHR | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | PHR0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Ping An Insurance (PNGAY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PNGAY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Primoris Services Corporation (PRIM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PRIM | S (partial) | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | PRIM0.98 | PartialPartial sale | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Revolve Group, Inc. Class A (RVLV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RVLV | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | RVLV0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Seagen Inc. (SGEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SGEN | S | 10/27/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Oct 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | JT | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHW | S | 10/30/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | SHW0.98 | SellSell | Joint | Oct 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | SHIMANO INC UNSP/ADR (SMNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SMNNY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | SMNNY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SGIOY | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | SGIOY0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Shoals Technologies Group, Inc. - Class A (SHLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHLS | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | SHLS0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Silgan Holdings Inc. (SLGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SLGN | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | SLGN0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBUX | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | SBUX0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Tesla, Inc. (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 10/11/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Oct 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | The Shyft Group, Inc. (SHYF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHYF | S | 10/18/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Oct 18, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | JT | The Shyft Group, Inc. (SHYF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHYF | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | JT | Thoughtworks Holding, Inc. (TWKS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWKS | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | JT | UFP Industries, Inc. (UFPI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UFPI | S (partial) | 10/11/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | UFPI0.98 | PartialPartial sale | Joint | Oct 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Utz Brands Inc Class A (UTZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UTZ | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | UTZ0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Veracyte, Inc. (VCYT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VCYT | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | VCYT0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Verizon Communications Inc. (VZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VZ | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | VZ0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Viavi Solutions Inc. (VIAV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VIAV | P | 10/16/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | VIAV0.98 | BuyBuy | Joint | Oct 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | W.W. Grainger, Inc. (GWW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GWW | P | 10/30/2023 | 11/07/2023 | $1,001 - $15,000 | 1.00 | GWW0.98 | BuyBuy | Joint | Oct 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |