Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 15, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 57
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3788
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 · 57
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 | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MMM | P | 07/26/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MMM0.98 | BuyBuy | Joint | Jul 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABT | P | 07/29/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Joint | Jul 29, 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 | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Jul 19, 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 | S (partial) | 07/31/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | PartialPartial sale | Joint | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Airbnb, Inc. - Class A Common Stock (ABNB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABNB | S | 07/09/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ABNB0.98 | SellSell | Joint | Jul 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | ALLIANZ SE UNSP/ADR (ALIZY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALIZY | S (partial) | 07/09/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ALIZY0.98 | PartialPartial sale | Joint | Jul 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | P | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Ambev S.A. American Depositary Shares (ABEV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABEV | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ABEV0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Ambev S.A. American Depositary Shares (ABEV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABEV | P | 07/31/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ABEV0.98 | BuyBuy | Joint | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Amphenol Corporation Common Stock (APH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APH | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | APH0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ANET | S (partial) | 07/29/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ANET0.98 | PartialPartial sale | Joint | Jul 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | AtriCure, Inc. - Common Stock (ATRC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ATRC | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ATRC0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | AutoZone, Inc. Common Stock (AZO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AZO | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | AZO0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Block, Inc. Class A Common Stock, (SQ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SQ | S | 07/24/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | XYZ0.95 | SellSell | Joint | Jul 24, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 15 | JT | Block, Inc. Class A Common Stock, (SQ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SQ | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | XYZ0.95 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 16 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | P | 07/31/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Joint | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | DBS GROUP HLDGS LTD S/ADR (DBSDY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DBSDY | S (partial) | 07/08/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | DBSDY0.98 | PartialPartial sale | Joint | Jul 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Flywire Corporation - Voting Common Stock (FLYW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FLYW | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | FLYW0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FCX | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | FCX0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Genmab A/S - American Depositary Shares (GMAB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GMAB | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | GMAB0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Heartland Express, Inc. - Common Stock (HTLD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HTLD | S | 07/26/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | HTLD0.98 | SellSell | Joint | Jul 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Helen of Troy Limited - Common Stock (HELE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HELE | S | 07/12/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | HELE0.98 | SellSell | Joint | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | HubSpot, Inc. Common Stock (HUBS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HUBS | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | HUBS0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTU | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | P | 07/22/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | ISRG0.98 | BuyBuy | Joint | Jul 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | La-Z-Boy Incorporated Common Stock (LZB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LZB | P | 07/16/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | LZB0.98 | BuyBuy | Joint | Jul 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Marriott International - Class A Common Stock (MAR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MAR | S (partial) | 07/09/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MAR0.98 | PartialPartial sale | Joint | Jul 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MA0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | P | 07/18/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Joint | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | P | 07/31/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Joint | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCD | P | 07/09/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MCD0.98 | BuyBuy | Joint | Jul 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCK | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MCK0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Medpace Holdings, Inc. - Common Stock (MEDP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MEDP | S (partial) | 07/26/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | MEDP0.98 | PartialPartial sale | Joint | Jul 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Northrop Grumman Corporation Common Stock (NOC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOC | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | NOC0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PPBI | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | JT | Paragon 28, Inc. Common Stock (FNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FNA | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | SP | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] filing_status: New | subholding_of: Morgan Stanley - Roth IRA Spouse | TLK | P | 07/31/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | TLK0.98 | BuyBuy | Spouse | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TLK | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | TLK0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | ROCHE HOLDING LTD S/ADR (RHHBY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RHHBY | P | 07/23/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | RHHBY0.98 | BuyBuy | Joint | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | S | 07/22/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Jul 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Schneider National, Inc. Common Stock (SNDR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNDR | P | 07/26/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | SNDR0.98 | BuyBuy | Joint | Jul 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Shell PLC American Depositary Shares (SHEL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHEL | P | 07/05/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | SHEL0.98 | BuyBuy | Joint | Jul 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SGIOY | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | SGIOY0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHLS | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | SHLS0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Sony Group Corporation American Depositary Shares (SONY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SONY | P | 07/19/2024 | 08/20/2024 | $1,001 - $15,000 | 1.00 | SONY0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SWTX | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 07/05/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Jul 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 07/29/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jul 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 07/24/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jul 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 07/01/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Viavi Solutions Inc. - Common Stock (VIAV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VIAV | P | 07/19/2024 | 08/12/2024 | $1,001 - $15,000 | 1.00 | VIAV0.98 | BuyBuy | Joint | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |