Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 6, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 49
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 3791
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 · 49
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 | 10/25/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | ALG0.98 | SellSell | Joint | Oct 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BABA | P | 10/16/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Joint | Oct 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ALGM | P | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | ALGM0.98 | BuyBuy | Joint | Oct 17, 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 | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | AppFolio, Inc. - Class A Common Stock (APPF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APPF | S (partial) | 10/31/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | APPF0.98 | PartialPartial sale | Joint | Oct 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 10/02/2024 | 11/05/2024 | $15,001 - $50,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Oct 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BRK.B | P | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | BuyBuy | Joint | Oct 17, 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 | 10/24/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | BX0.98 | BuyBuy | Joint | Oct 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | S (partial) | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | BKNG0.98 | PartialPartial sale | Joint | Oct 17, 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) | 10/03/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Oct 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Chord Energy Corporation - Common Stock (CHRD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHRD | P | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | CHRD0.98 | BuyBuy | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | DISCO CORP UNSP /ADR (DSCSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DSCSY | P | 10/25/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | DSCSY0.98 | BuyBuy | Joint | Oct 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | DISCO CORP UNSP /ADR (DSCSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DSCSY | P | 10/28/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | DSCSY0.98 | BuyBuy | Joint | Oct 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | P | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 10/16/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Oct 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Enerpac Tool Group Corp. Common Stock (EPAC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | EPAC | P | 10/25/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | EPAC0.98 | BuyBuy | Joint | Oct 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GTES | P | 10/31/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | GTES0.98 | BuyBuy | Joint | Oct 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HD | P | 10/03/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | HD0.98 | BuyBuy | Joint | Oct 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | ICU Medical, Inc. - Common Stock (ICUI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ICUI | S (partial) | 10/31/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | ICUI0.98 | PartialPartial sale | Joint | Oct 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | P | 10/10/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Joint | Oct 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | ITT Inc. Common Stock (ITT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ITT | S (partial) | 10/31/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | ITT0.98 | PartialPartial sale | Joint | Oct 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KKR | S (partial) | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | KKR0.98 | PartialPartial sale | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LRCX | S (partial) | 10/22/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | LRCX0.98 | PartialPartial sale | Joint | Oct 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LRCX | S (partial) | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | LRCX0.98 | PartialPartial sale | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Manulife Financial Corporation Common Stock (MFC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MFC | S (partial) | 10/04/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | MFC0.98 | PartialPartial sale | Joint | Oct 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Manulife Financial Corporation Common Stock (MFC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MFC | P | 10/15/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | MFC0.98 | BuyBuy | Joint | Oct 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | S (partial) | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 10/03/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Oct 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 10/02/2024 | 11/05/2024 | $15,001 - $50,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Oct 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | JT | MongoDB, Inc. - Class A Common Stock (MDB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MDB | S | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | MDB0.98 | SellSell | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 10/18/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Oct 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PPBI | P | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | JT | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYPL | P | 10/24/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | PYPL0.98 | BuyBuy | Joint | Oct 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 10/23/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Oct 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 10/04/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Oct 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | P | 10/08/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | NOW0.98 | BuyBuy | Joint | Oct 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Stifel Financial Corporation Common Stock (SF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SF | S (partial) | 10/31/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | SF0.98 | PartialPartial sale | Joint | Oct 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 10/24/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Oct 24, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 10/04/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Oct 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | TE Connectivity plc Ordinary Shares (TEL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEL | P | 10/04/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TEL0.98 | BuyBuy | Joint | Oct 4, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | TE Connectivity plc Ordinary Shares (TEL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEL | P | 10/03/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TEL0.98 | BuyBuy | Joint | Oct 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | TECHTRONIC INDUS LTD ADR (TTNDY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TTNDY | P | 10/28/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TTNDY0.98 | BuyBuy | Joint | Oct 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | TECHTRONIC INDUS LTD ADR (TTNDY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TTNDY | P | 10/29/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TTNDY0.98 | BuyBuy | Joint | Oct 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 10/14/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Oct 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TCBI | P | 10/31/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TCBI0.98 | BuyBuy | Joint | Oct 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TDG | S (partial) | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | TDG0.98 | PartialPartial sale | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | U.S. Physical Therapy, Inc. Common Stock (USPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | USPH | P | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | USPH0.98 | BuyBuy | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VRT | P | 10/17/2024 | 11/05/2024 | $1,001 - $15,000 | 1.00 | VRT0.98 | BuyBuy | Joint | Oct 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |