Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 8, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 32
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3786
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 · 32
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 | Alamo Group, Inc. Common Stock (ALG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALG | S (partial) | 05/06/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | ALG0.98 | PartialPartial sale | Joint | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Align Technology, Inc. - Common Stock (ALGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGN | S | 05/20/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | ALGN0.98 | SellSell | Joint | May 20, 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 | 05/03/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | May 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | AMERISAFE, Inc. - Common Stock (AMSF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMSF | S | 05/29/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | AMSF0.98 | SellSell | Joint | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 05/20/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | P | 05/20/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Joint | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | COLOPLAST AS SP/ADR (CLPBY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CLPBY | P | 05/17/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | CLPBY0.98 | BuyBuy | Joint | May 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Exact Sciences Corporation - Common Stock (EXAS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EXAS | S | 05/10/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | JT | Grand Canyon Education, Inc. - Common Stock (LOPE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOPE | P | 05/06/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | LOPE0.98 | BuyBuy | Joint | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Haleon plc American Depositary Shares (HLN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HLN | P | 05/20/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | HLN0.98 | BuyBuy | Joint | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Insmed Incorporated - Common Stock (INSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INSM | S (partial) | 05/28/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | INSM0.98 | PartialPartial sale | Joint | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Intapp, Inc. - Common Stock (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | P | 05/09/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | INTA0.98 | BuyBuy | Joint | May 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KKR | P | 05/10/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Joint | May 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 05/01/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | May 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | MercadoLibre, Inc. - Common Stock (MELI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MELI | S (partial) | 05/01/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | MELI0.98 | PartialPartial sale | Joint | May 1, 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) | 05/23/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Joint | May 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | 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 | comments: Ref: 135P8W76 | MSFT | P | 05/14/2024 | 06/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 14, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not 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 $220; Expires 06/20/2025 | comments: Ref: 135P8W76 | MSFT | P | 05/14/2024 | 06/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 14, 2024 | $1,000,001 - $5,000,000mid $3M | 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 $230; Expires 12/19/2025 | MSFT | S | 05/14/2024 | 06/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 14, 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 $225; Expires 12/19/2025 | MSFT | S | 05/14/2024 | 06/05/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 14, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 21 | JT | Monster Beverage Corporation - Common Stock (MNST) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MNST | S | 05/20/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | MNST0.98 | SellSell | Joint | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Nintendo Co Ltd ADR (NTDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTDOY | P | 05/22/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | NTDOY0.98 | BuyBuy | Joint | May 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Rapid7, Inc. - Common Stock (RPD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RPD | S | 05/15/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | RPD0.98 | SellSell | Joint | May 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | S (partial) | 05/30/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | PartialPartial sale | Joint | May 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SWTX | P | 05/09/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | May 9, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | JT | SYSMEX CORP UNSP/ASDR (SSMXY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSMXY | P | 05/06/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | SSMXY0.98 | BuyBuy | Joint | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | SYSMEX CORP UNSP/ASDR (SSMXY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSMXY | P | 05/02/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | SSMXY0.98 | BuyBuy | Joint | May 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 05/01/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | May 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXRH | S (partial) | 05/06/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | TXRH0.98 | PartialPartial sale | Joint | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BWIN | P | 05/29/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | BWIN0.98 | BuyBuy | Joint | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 05/07/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | May 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | UMB Financial Corporation - Common Stock (UMBF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UMBF | P | 05/22/2024 | 06/05/2024 | $1,001 - $15,000 | 1.00 | UMBF0.98 | BuyBuy | Joint | May 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |