Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 8, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 33
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3361
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 · 33
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 | 11/08/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | ABBV0.98 | SellSell | Joint | Nov 8, 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 | 11/08/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | ADBE0.98 | BuyBuy | Joint | Nov 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Alphabet Inc. - Class A (GOOGL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOGL | S (partial) | 11/29/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Joint | Nov 29, 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) | 11/10/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Nov 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Arista Networks, Inc. (ANET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ANET | P | 11/01/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Joint | Nov 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | ASML Holding N.V. - New York Registry Shares (ASML) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ASML | S (partial) | 11/09/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | ASML0.98 | PartialPartial sale | Joint | Nov 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | AutoZone, Inc. (AZO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AZO | S (partial) | 11/16/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | AZO0.98 | PartialPartial sale | Joint | Nov 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Celsius Holdings, Inc. (CELH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CELH | P | 11/02/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | CELH0.98 | BuyBuy | Joint | Nov 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Celsius Holdings, Inc. (CELH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CELH | P | 11/20/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | CELH0.98 | BuyBuy | Joint | Nov 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | DoorDash, Inc. (DASH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DASH | P | 11/16/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | DASH0.98 | BuyBuy | Joint | Nov 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 11/13/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Nov 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Eli Lilly and Company (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 11/16/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | Nov 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Exact Sciences Corporation (EXAS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EXAS | S (partial) | 11/13/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Nov 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | HCA Healthcare, Inc. (HCA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HCA | S (partial) | 11/13/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | HCA0.98 | PartialPartial sale | Joint | Nov 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | HCA Healthcare, Inc. (HCA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HCA | S (partial) | 11/28/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | HCA0.98 | PartialPartial sale | Joint | Nov 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Intapp, Inc. (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | P | 11/15/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | INTA0.98 | BuyBuy | Joint | Nov 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | McKesson Corporation (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCK | S (partial) | 11/16/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | MCK0.98 | PartialPartial sale | Joint | Nov 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $170; Expires 06/21/2024 | MSFT | P | 11/14/2023 | 12/05/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Nov 14, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 19 | 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 | P | 11/14/2023 | 12/05/2023 | $5,000,001 - $25,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Nov 14, 2023 | $5,000,001 - $25,000,000mid $15M | Option | not modelled |
| 20 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $170; Expires 01/17/2025 | MSFT | S | 11/14/2023 | 12/05/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Nov 14, 2023 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 21 | JT | Microsoft Corporation (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 01/17/2025 | MSFT | S | 11/14/2023 | 12/05/2023 | $5,000,001 - $25,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Nov 14, 2023 | $5,000,001 - $25,000,000mid $15M | Option | not modelled |
| 22 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | S (partial) | 11/20/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | MNST0.98 | PartialPartial sale | Joint | Nov 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | S (partial) | 11/09/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | MNST0.98 | PartialPartial sale | Joint | Nov 9, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PANW | P | 11/28/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | PANW0.98 | BuyBuy | Joint | Nov 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Quanta Services, Inc. (PWR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PWR | P | 11/27/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | PWR0.98 | BuyBuy | Joint | Nov 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 11/13/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Nov 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Rockwell Automation, Inc. (ROK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ROK | S | 11/27/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | ROK0.98 | SellSell | Joint | Nov 27, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Salesforce, Inc. (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | S | 11/22/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Nov 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Salesforce, Inc. (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | S (partial) | 11/08/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | CRM0.98 | PartialPartial sale | Joint | Nov 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | ServiceNow, Inc. (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 11/08/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Nov 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | ServiceNow, Inc. (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 11/22/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Nov 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | ServiceNow, Inc. (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 11/29/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Nov 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Thermo Fisher Scientific Inc (TMO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TMO | S | 11/28/2023 | 12/05/2023 | $1,001 - $15,000 | 1.00 | TMO0.98 | SellSell | Joint | Nov 28, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |