Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 7, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 33
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3784
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 | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADBE | S (partial) | 03/15/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | ADBE0.98 | PartialPartial sale | Joint | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADBE | S (partial) | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | ADBE0.98 | PartialPartial sale | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | P | 03/18/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | P | 03/15/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Agree Realty Corporation Common Stock (ADC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADC | S | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | ADC0.98 | SellSell | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 03/22/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Mar 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 03/15/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | BHP Group Limited American Depositary Shares (BHP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BHP | S (partial) | 03/12/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | BHP0.98 | PartialPartial sale | Joint | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | BioNTech SE - American Depositary Shares (BNTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BNTX | S | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | BNTX0.98 | SellSell | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Block, Inc. Class A Common Stock, (SQ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SQ | P | 03/21/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | XYZ0.95 | BuyBuy | Joint | Mar 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 11 | JT | CBIZ, Inc. Common Stock (CBZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CBZ | S (partial) | 03/07/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | CBZ0.98 | PartialPartial sale | Joint | Mar 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | P | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | P | 03/07/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Joint | Mar 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | DASSAULT SYSTEMES SA ADR (DASTY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DASTY | P | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | DASTY0.98 | BuyBuy | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | P | 03/26/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Mar 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Endava plc American Depositary Shares (DAVA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DAVA | S | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | DAVA0.98 | SellSell | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Fox Factory Holding Corp. - Common Stock (FOXF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FOXF | S | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | FOXF0.98 | SellSell | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | HAIER SMART HOME U/ADR (HSHCY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HSHCY | S (partial) | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | PartialPartial sale | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | HCA Healthcare, Inc. Common Stock (HCA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HCA | S | 03/01/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | HCA0.98 | SellSell | Joint | Mar 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Intapp, Inc. - Common Stock (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | S | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | INTA0.98 | SellSell | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Marriott International - Class A Common Stock (MAR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MAR | S (partial) | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | MAR0.98 | PartialPartial sale | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | MercadoLibre, Inc. - Common Stock (MELI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MELI | S (partial) | 03/15/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | MELI0.98 | PartialPartial sale | Joint | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | MercadoLibre, Inc. - Common Stock (MELI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MELI | P | 03/12/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | MELI0.98 | BuyBuy | Joint | Mar 12, 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 | S (partial) | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | OCFC0.98 | PartialPartial sale | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Perella Weinberg Partners - Class A Common Stock (PWP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PWP | P | 03/07/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | PWP0.98 | BuyBuy | Joint | Mar 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | S (partial) | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | PartialPartial sale | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSDOY | S | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | SSDOY0.98 | SellSell | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHLS | S | 03/14/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | SHLS0.98 | SellSell | Joint | Mar 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNPS | S (partial) | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | SNPS0.98 | PartialPartial sale | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 03/12/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Mar 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 03/15/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Mar 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TDG | S (partial) | 03/13/2024 | 04/04/2024 | $1,001 - $15,000 | 1.00 | TDG0.98 | PartialPartial sale | Joint | Mar 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |