Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 11, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 32
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 3789
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 | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABT | P | 08/19/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Joint | Aug 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AMD | S (partial) | 08/06/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | PartialPartial sale | Joint | Aug 6, 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 | S | 08/01/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | AMD0.98 | SellSell | Joint | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APD | S (partial) | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | APD0.98 | PartialPartial sale | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 08/01/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BRK.B | P | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | BuyBuy | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | BioNTech SE - American Depositary Shares (BNTX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BNTX | S (partial) | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | BNTX0.98 | PartialPartial sale | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | S (partial) | 08/02/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | BKNG0.98 | PartialPartial sale | Joint | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Chuy's Holdings, Inc. - Common Stock (CHUY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHUY | S | 08/06/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Aug 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | P | 08/02/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | P | 08/05/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Aug 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FWRG | P | 08/06/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | FWRG0.98 | BuyBuy | Joint | Aug 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | — | P | 08/02/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Joint | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | — | P | 08/01/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Joint | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | HAIER SMART HOME U/ADR (HSHCY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HSHCY | S (partial) | 08/08/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | HSHCY0.98 | PartialPartial sale | Joint | Aug 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Jabil Inc. Common Stock (JBL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JBL | S | 08/02/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | JBL0.98 | SellSell | Joint | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LOW | S (partial) | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Marriott International - Class A Common Stock (MAR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MAR | S | 08/02/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | MAR0.98 | SellSell | Joint | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | MSFT | P | 08/12/2024 | 09/06/2024 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 12, 2024 | $15,001 - $50,000mid $32.5K | Stock | 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 $225; Expires 12/19/2025 | MSFT | S | 08/12/2024 | 09/06/2024 | $15,001 - $50,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 12, 2024 | $15,001 - $50,000mid $32.5K | Option | not modelled |
| 22 | JT | Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSC | S (partial) | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 08/02/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 08/05/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Aug 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | S (partial) | 08/01/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | SHOP0.98 | PartialPartial sale | Joint | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SPOT | P | 08/05/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | SPOT0.98 | BuyBuy | Joint | Aug 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBUX | P | 08/14/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | SBUX0.98 | BuyBuy | Joint | Aug 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNPS | S (partial) | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | SNPS0.98 | PartialPartial sale | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TNDM | P | 08/05/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | TNDM0.98 | BuyBuy | Joint | Aug 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 08/28/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Aug 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXN | S (partial) | 08/30/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | TXN0.98 | PartialPartial sale | Joint | Aug 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 08/01/2024 | 09/06/2024 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |