Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 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
- 3783
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 | P | 02/22/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Feb 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | P | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Joint | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | P | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SCHW | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Cheniere Energy, Inc. Common Stock (LNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LNG | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | LNG0.98 | SellSell | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Chord Energy Corporation - Common Stock (CHRD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHRD | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | CHRD0.98 | BuyBuy | Joint | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CTSH | S (partial) | 02/12/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | CTSH0.98 | PartialPartial sale | Joint | Feb 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | DBS GROUP HLDGS LTD S/ADR (DBSDY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DBSDY | P | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | DBSDY0.98 | BuyBuy | Joint | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DE | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Exact Sciences Corporation - Common Stock (EXAS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EXAS | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | JT | First Solar, Inc. - Common Stock (FSLR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FSLR | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | FSLR0.98 | SellSell | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FCX | S | 02/29/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | FCX0.98 | SellSell | Joint | Feb 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KKR | P | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | L'Oreal Co. American Depositary Shares (LRLCY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LRLCY | P | 02/26/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | LRLCY0.98 | BuyBuy | Joint | Feb 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | S (partial) | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $170; Expires 01/17/2025 | comments: Ref: 044Q34N6 | MSFT | P | 02/13/2024 | 03/05/2024 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2024 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 19 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $170; Expires 01/17/2025 | comments: Ref: 043IK92L | MSFT | P | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 20 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $170; Expires 01/17/2025 | comments: Ref: 044Q34N4 | MSFT | P | 02/13/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 13, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 21 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 01/17/2025 | comments: Ref: 043IK90L | MSFT | P | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 22 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 01/17/2025 | comments: Ref: 043IK88L | MSFT | P | 02/12/2024 | 03/05/2024 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2024 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 23 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 01/17/2025 | comments: Ref: 043IK86L | MSFT | P | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 24 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $165; Expires 01/17/2025 | comments: Ref: 043IK73L | MSFT | P | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 25 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $240; Expires 06/20/2025 | MSFT | S | 02/13/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 26 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $225; Expires 06/20/2025 | MSFT | S | 02/13/2024 | 03/05/2024 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 13, 2024 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 27 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | MSFT | S (partial) | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Stock | modelled |
| 28 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $235; Expires 06/20/2025 | MSFT | S | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 29 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $230; Expires 06/20/2025 | MSFT | S | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 30 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $225; Expires 06/20/2025 | MSFT | S | 02/12/2024 | 03/05/2024 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2024 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 31 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $220; Expires 06/20/2025 | MSFT | S | 02/12/2024 | 03/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 32 | JT | Moderna, Inc. - Common Stock (MRNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MRNA | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | MRNA0.98 | SellSell | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | MongoDB, Inc. - Class A Common Stock (MDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MDB | S (partial) | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | MDB0.98 | PartialPartial sale | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MS | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | MS0.98 | SellSell | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | MSCI Inc. Common Stock (MSCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSCI | S | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | MSCI0.98 | SellSell | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PANW | S (partial) | 02/21/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | PANW0.98 | PartialPartial sale | Joint | Feb 21, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 02/08/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Feb 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 02/09/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Feb 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Terex Corporation Common Stock (TEX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEX | S (partial) | 02/13/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | TEX0.98 | PartialPartial sale | Joint | Feb 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TTD | S (partial) | 02/01/2024 | 03/05/2024 | $1,001 - $15,000 | 1.00 | TTD0.98 | PartialPartial sale | Joint | Feb 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |