Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 7, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 42
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3781
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 · 42
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 | S (partial) | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | PartialPartial sale | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Allegro MicroSystems, Inc. (ALGM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGM | S (partial) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | ALGM0.98 | PartialPartial sale | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Alnylam Pharmaceuticals, Inc. (ALNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALNY | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | ALNY0.98 | SellSell | Joint | Dec 11, 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) | 12/01/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Dec 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | BioNTech SE - American Depositary Shares (BNTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BNTX | P | 12/06/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | BNTX0.98 | BuyBuy | Joint | Dec 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | BioNTech SE - American Depositary Shares (BNTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BNTX | P | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | BNTX0.98 | BuyBuy | Joint | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | BioNTech SE - American Depositary Shares (BNTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BNTX | P | 12/07/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | BNTX0.98 | BuyBuy | Joint | Dec 7, 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 | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | CELH0.98 | BuyBuy | Joint | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Chart Industries, Inc. (GTLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GTLS | S (partial) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | GTLS0.98 | PartialPartial sale | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | S (partial) | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Credicorp Ltd. (BAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BAP | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | BAP0.98 | SellSell | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | D.R. Horton, Inc. (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | P | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DBSDY | P | 12/21/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | DBSDY0.98 | BuyBuy | Joint | Dec 21, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Edwards Lifesciences Corporation (EW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EW | P | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | EW0.98 | BuyBuy | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | ENN Energy Holdings Ltd Unsponsored ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | SellSell | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Fanuc Corporation Unsponsored ADR (FANUY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FANUY | S | 12/06/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | FANUY0.98 | SellSell | Joint | Dec 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Grand Canyon Education, Inc. (LOPE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOPE | S (partial) | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | LOPE0.98 | PartialPartial sale | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | HAIER SMART HOME U/ADR (HSHCY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HSHCY | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | SellSell | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Helen of Troy Limited (HELE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HELE | S (partial) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | HELE0.98 | PartialPartial sale | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Houlihan Lokey, Inc. Class A (HLI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HLI | S (partial) | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | HLI0.98 | PartialPartial sale | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Intapp, Inc. (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | P | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | INTA0.98 | BuyBuy | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Kering Unsponsored ADR (PPRUY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PPRUY | S | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | PPRUY0.98 | SellSell | Joint | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Lonza Group Ag Zuerich Unsponsored ADR (LZAGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LZAGY | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | LZAGY0.98 | PartialPartial sale | Joint | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Lonza Group Ag Zuerich Unsponsored ADR (LZAGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LZAGY | S | 12/21/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | LZAGY0.98 | SellSell | Joint | Dec 21, 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) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Mastercard Incorporated (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | S (partial) | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | MA0.98 | PartialPartial sale | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Monster Beverage Corporation (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | S (partial) | 12/04/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | MNST0.98 | PartialPartial sale | Joint | Dec 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Northrop Grumman Corporation (NOC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOC | P | 12/29/2023 | 01/04/2024 | $15,001 - $50,000 | 1.00 | NOC0.98 | BuyBuy | Joint | Dec 29, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | JT | OceanFirst Financial Corp. (OCFC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | OCFC | S (partial) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | OCFC0.98 | PartialPartial sale | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | ON Semiconductor Corporation (ON) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ON | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | ON0.98 | SellSell | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Oracle Corporation (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 12/14/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Dec 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Patterson-UTI Energy, Inc. (PTEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PTEN | S (partial) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | PTEN0.98 | PartialPartial sale | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Paycor HCM, Inc. (PYCR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYCR | S (partial) | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | JT | Ping An Insurance (PNGAY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PNGAY | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | SellSell | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Salesforce, Inc. (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 12/01/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Dec 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Schneider Electric SE Unsponsored ADR (SBGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBGSY | S (partial) | 12/05/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | SBGSY0.98 | PartialPartial sale | Joint | Dec 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSDOY | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | SSDOY0.98 | SellSell | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Shoals Technologies Group, Inc. - Class A (SHLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHLS | S | 12/11/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | SHLS0.98 | SellSell | Joint | Dec 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Sony Group Corporation American Depositary Shares (SONY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SONY | P | 12/06/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | SONY0.98 | BuyBuy | Joint | Dec 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | The Vita Coco Company, Inc. (COCO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COCO | P | 12/01/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | COCO0.98 | BuyBuy | Joint | Dec 1, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Tri Pointe Homes, Inc. (TPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TPH | P | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | JT | UMB Financial Corporation (UMBF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UMBF | P | 12/20/2023 | 01/04/2024 | $1,001 - $15,000 | 1.00 | UMBF0.98 | BuyBuy | Joint | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |