Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 5, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 37
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 3792
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 · 37
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 | Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APP | P | 11/11/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | APP0.98 | BuyBuy | Joint | Nov 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | COP | S (partial) | 11/22/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | Nov 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | P | 11/01/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Joint | Nov 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Dominion Energy, Inc. Common Stock (D) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | D | P | 11/26/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | D0.98 | BuyBuy | Joint | Nov 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 11/25/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Nov 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 11/19/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Nov 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 11/14/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Nov 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Fox Factory Holding Corp. - Common Stock (FOXF) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FOXF | S | 11/19/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | FOXF0.98 | SellSell | Joint | Nov 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | HealthEquity, Inc. - Common Stock (HQY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HQY | S (partial) | 11/07/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | HQY0.98 | PartialPartial sale | Joint | Nov 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JNJ | P | 11/22/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Nov 22, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JNJ | P | 11/26/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Nov 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KKR | P | 11/19/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Joint | Nov 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | MercadoLibre, Inc. - Common Stock (MELI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MELI | P | 11/15/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | MELI0.98 | BuyBuy | Joint | Nov 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $240; Expires 9/19/2025 | comments: Ref: 324R4K39 | MSFT | S | 11/19/2024 | 12/03/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Nov 19, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 15 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $240; Expires 9/19/2025 | comments: Ref: 324R4K37 | MSFT | S | 11/19/2024 | 12/03/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Nov 19, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 16 | 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 9/19/2025 | comments: Ref: 324R4K36 | MSFT | S | 11/19/2024 | 12/03/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Nov 19, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not 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 $240; Expires 6/20/2025 | MSFT | P | 11/19/2024 | 12/03/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Nov 19, 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 $235; Expires 6/20/2025 | MSFT | P | 11/19/2024 | 12/03/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Nov 19, 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 6/20/2025 | MSFT | P | 11/19/2024 | 12/03/2024 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Nov 19, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 20 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 11/14/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Nov 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 11/12/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Nov 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Natera, Inc. - Common Stock (NTRA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTRA | P | 11/20/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | NTRA0.98 | BuyBuy | Joint | Nov 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 11/27/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Nov 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 11/12/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Nov 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 11/29/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Nov 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S (partial) | 11/19/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Nov 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 11/12/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Nov 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 11/14/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Nov 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 11/13/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Nov 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | P | 11/13/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | SHOP0.98 | BuyBuy | Joint | Nov 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 11/12/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Nov 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 11/14/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Nov 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 11/26/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Nov 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 11/11/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Nov 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 11/27/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Nov 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 11/20/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Nov 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VRT | S (partial) | 11/27/2024 | 12/03/2024 | $1,001 - $15,000 | 1.00 | VRT0.98 | PartialPartial sale | Joint | Nov 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |