Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 15, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 37
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3782
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 · 37
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 | P | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AGIO | P | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | AGIO0.98 | BuyBuy | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APD | P | 01/18/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | APD0.98 | BuyBuy | Joint | Jan 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGM | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | ALGM0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALNY | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | ALNY0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALNY | S | 01/29/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | ALNY0.98 | SellSell | Joint | Jan 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Amphenol Corporation Common Stock (APH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APH | S (partial) | 01/25/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | APH0.98 | PartialPartial sale | Joint | Jan 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 01/18/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Jan 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Asbury Automotive Group Inc Common Stock (ABG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABG | P | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | ABG0.98 | BuyBuy | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SCHW | P | 01/12/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | SCHW0.98 | BuyBuy | Joint | Jan 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Chart Industries, Inc. (GTLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GTLS | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | GTLS0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Chord Energy Corporation - Common Stock (CHRD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHRD | P | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | CHRD0.98 | BuyBuy | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Credicorp Ltd. Common Stock (BAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BAP | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | BAP0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Grand Canyon Education, Inc. - Common Stock (LOPE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOPE | S (partial) | 01/09/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | LOPE0.98 | PartialPartial sale | Joint | Jan 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | HAIER SMART HOME U/ADR (HSHCY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HSHCY | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Helen of Troy Limited - Common Stock (HELE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HELE | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | HELE0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | P | 01/29/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | BuyBuy | Joint | Jan 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LRCX | P | 01/25/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | LRCX0.98 | BuyBuy | Joint | Jan 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Lithia Motors, Inc. Common Stock (LAD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LAD | S | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | LAD0.98 | SellSell | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Medpace Holdings, Inc. - Common Stock (MEDP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MEDP | S (partial) | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | MEDP0.98 | PartialPartial sale | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 01/18/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jan 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | NITORI HOLDINGS CO U/ADR (NCLTY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NCLTY | S | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | NCLTY0.98 | SellSell | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | OceanFirst Financial Corp. - Common Stock (OCFC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | OCFC | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | OCFC0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | ON Semiconductor Corporation - Common Stock (ON) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ON | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | ON0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | ON Semiconductor Corporation - Common Stock (ON) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ON | S | 01/25/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | ON0.98 | SellSell | Joint | Jan 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Patterson-UTI Energy, Inc. - Common Stock (PTEN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PTEN | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | PTEN0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Paycor HCM, Inc. - Common Stock (PYCR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYCR | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | JT | PING AN INS CO OF CHINA (PNGAY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PNGAY | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 01/25/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Jan 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSDOY | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | SSDOY0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHLS | P | 01/11/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | SHLS0.98 | BuyBuy | Joint | Jan 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | SPX Technologies, Inc. Common Stock (SPXC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SPXC | S (partial) | 01/04/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | SPXC0.98 | PartialPartial sale | Joint | Jan 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | P | 01/18/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | TSM0.98 | BuyBuy | Joint | Jan 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 01/25/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jan 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Tri Pointe Homes, Inc. Common Stock (TPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TPH | P | 01/24/2024 | 02/07/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 24, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |