Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 3, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 52
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 3790
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 · 52
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) | 09/25/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | ALG0.98 | PartialPartial sale | Joint | Sep 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGM | S | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | ALGM0.98 | SellSell | Joint | Sep 16, 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 | S (partial) | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Amphenol Corporation Common Stock (APH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APH | S (partial) | 09/27/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | APH0.98 | PartialPartial sale | Joint | Sep 27, 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 | 09/12/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Sep 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | ASML Holding N.V. - New York Registry Shares (ASML) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ASML | S (partial) | 09/23/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | ASML0.98 | PartialPartial sale | Joint | Sep 23, 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 | 09/03/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | BNTX0.98 | SellSell | Joint | Sep 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | P | 09/20/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | BX0.98 | BuyBuy | Joint | Sep 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Boot Barn Holdings, Inc. Common Stock (BOOT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BOOT | S (partial) | 09/25/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | BOOT0.98 | PartialPartial sale | Joint | Sep 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | S (partial) | 09/12/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Sep 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | S (partial) | 09/11/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Sep 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | S (partial) | 09/09/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Sep 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Celsius Holdings, Inc. (CELH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CELH | S | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | CELH0.98 | SellSell | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Chord Energy Corporation - Common Stock (CHRD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHRD | S | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | CHRD0.98 | SellSell | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Cohen & Steers Inc Common Stock (CNS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CNS | S (partial) | 09/25/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | CNS0.98 | PartialPartial sale | Joint | Sep 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRNX | P | 09/25/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | CRNX0.98 | BuyBuy | Joint | Sep 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 09/12/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Sep 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | S | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | SellSell | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FCX | S | 09/24/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | FCX0.98 | SellSell | Joint | Sep 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Halozyme Therapeutics, Inc. - Common Stock (HALO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HALO | S (partial) | 09/09/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | HALO0.98 | PartialPartial sale | Joint | Sep 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | HDFC Bank Limited Common Stock (HDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HDB | P | 09/24/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | HDB0.98 | BuyBuy | Joint | Sep 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | HDFC Bank Limited Common Stock (HDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HDB | P | 09/23/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | HDB0.98 | BuyBuy | Joint | Sep 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | HDFC Bank Limited Common Stock (HDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HDB | P | 09/20/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | HDB0.98 | BuyBuy | Joint | Sep 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | ICF International, Inc. - Common Stock (ICFI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ICFI | S (partial) | 09/25/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | ICFI0.98 | PartialPartial sale | Joint | Sep 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | ICICI Bank Limited Common Stock (IBN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBN | S | 09/20/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | IBN0.98 | SellSell | Joint | Sep 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | ICICI Bank Limited Common Stock (IBN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBN | S (partial) | 09/23/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | IBN0.98 | PartialPartial sale | Joint | Sep 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Independence Realty Trust, Inc. Common Stock (IRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IRT | P | 09/09/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | IRT0.98 | BuyBuy | Joint | Sep 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | P | 09/17/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Joint | Sep 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | P | 09/13/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Joint | Sep 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | P | 09/23/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Joint | Sep 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LRCX | S (partial) | 09/23/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | LRCX0.98 | PartialPartial sale | Joint | Sep 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | P | 09/18/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Joint | Sep 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCD | P | 09/10/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | MCD0.98 | BuyBuy | Joint | Sep 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MCK | S (partial) | 09/12/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | MCK0.98 | PartialPartial sale | Joint | Sep 12, 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) | 09/25/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Joint | Sep 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 09/12/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Sep 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | NESTLE S.A S/ADR (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | P | 09/05/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | BuyBuy | Joint | Sep 5, 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 | S (partial) | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | JT | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYPL | P | 09/26/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | PYPL0.98 | BuyBuy | Joint | Sep 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Ryman Hospitality Properties, Inc. (RHP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | RHP | S (partial) | 09/09/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | RHP0.98 | PartialPartial sale | Joint | Sep 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | SAP SE ADS (SAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SAP | S (partial) | 09/06/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | SAP0.98 | PartialPartial sale | Joint | Sep 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | SAP SE ADS (SAP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SAP | S (partial) | 09/05/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | SAP0.98 | PartialPartial sale | Joint | Sep 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 09/23/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Sep 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNPS | S (partial) | 09/24/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | SNPS0.98 | PartialPartial sale | Joint | Sep 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | SYSMEX CORP UNSP/ASDR (SSMXY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSMXY | P | 09/03/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | SSMXY0.98 | BuyBuy | Joint | Sep 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | SYSMEX CORP UNSP/ASDR (SSMXY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SSMXY | P | 09/09/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | SSMXY0.98 | BuyBuy | Joint | Sep 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 09/23/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Sep 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TMO | P | 09/10/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | TMO0.98 | BuyBuy | Joint | Sep 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 09/27/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Sep 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | U.S. Physical Therapy, Inc. Common Stock (USPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | USPH | S | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | USPH0.98 | SellSell | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VRT | S (partial) | 09/16/2024 | 10/03/2024 | $1,001 - $15,000 | 1.00 | VRT0.98 | PartialPartial sale | Joint | Sep 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |