Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 15, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 29
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3785
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 · 29
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) | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | ADBE0.98 | PartialPartial sale | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Agree Realty Corporation Common Stock (ADC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ADC | P | 04/15/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | ADC0.98 | BuyBuy | Joint | Apr 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | P | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Apr 29, 2024 | $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 | P | 04/26/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Apr 26, 2024 | $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 | 04/15/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | BNTX0.98 | BuyBuy | Joint | Apr 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | CHUGAI PHARM UNSP/ADR (CHGCY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHGCY | S (partial) | 04/04/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | CHGCY0.98 | PartialPartial sale | Joint | Apr 4, 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 | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | CTSH0.98 | SellSell | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Endava plc American Depositary Shares (DAVA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DAVA | P | 04/15/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | DAVA0.98 | BuyBuy | Joint | Apr 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Fair Isaac Corproation Common Stock (FICO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FICO | P | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | FICO0.98 | BuyBuy | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Fastenal Company - Common Stock (FAST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FAST | S (partial) | 04/05/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | FAST0.98 | PartialPartial sale | Joint | Apr 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Fox Factory Holding Corp. - Common Stock (FOXF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FOXF | P | 04/15/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | FOXF0.98 | BuyBuy | Joint | Apr 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FCX | P | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | FCX0.98 | BuyBuy | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Hillman Solutions Corp. - Common Stock (HLMN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HLMN | P | 04/25/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | HLMN0.98 | BuyBuy | Joint | Apr 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Intapp, Inc. - Common Stock (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | P | 04/15/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | INTA0.98 | BuyBuy | Joint | Apr 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Integra LifeSciences Holdings Corporation - Common Stock (IART) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IART | S (partial) | 04/05/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | IART0.98 | PartialPartial sale | Joint | Apr 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | NESTLE S.A S/ADR (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | P | 04/10/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | BuyBuy | Joint | Apr 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | OceanFirst Financial Corp. - Common Stock (OCFC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | OCFC | P | 04/15/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | OCFC0.98 | BuyBuy | Joint | Apr 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Paragon 28, Inc. Common Stock (FNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FNA | P | 04/05/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Apr 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | JT | Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHLS | P | 04/15/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | SHLS0.98 | BuyBuy | Joint | Apr 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | S (partial) | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | SHOP0.98 | PartialPartial sale | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | TENCENT HLDGS UNSP/ADR (TCEHY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TCEHY | P | 04/30/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | BuyBuy | Joint | Apr 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Terex Corporation Common Stock (TEX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEX | S | 04/25/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | TEX0.98 | SellSell | Joint | Apr 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 04/24/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Apr 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 04/24/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Apr 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VRT | P | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | VRT0.98 | BuyBuy | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Workday, Inc. - Class A Common Stock (WDAY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WDAY | S | 04/29/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | WDAY0.98 | SellSell | Joint | Apr 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | ZTO Express (ZTO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ZTO | P | 04/17/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | ZTO0.98 | BuyBuy | Joint | Apr 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | ZTO Express (ZTO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ZTO | P | 04/16/2024 | 05/07/2024 | $1,001 - $15,000 | 1.00 | ZTO0.98 | BuyBuy | Joint | Apr 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |