Official filing metadata
- Filer (as printed)
- Hon. Jared Moskowitz
- Office (as printed)
- FL23
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 9, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 41
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 3993
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 · 41
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 | — | A.O. Smith Corporation Common Stock (AOS) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | AOS | S | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | AOS0.98 | SellSell | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Accenture plc Class A Ordinary Shares (ACN) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | ACN | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | GOOG | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | AMZN | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | AMZN | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | AMZN | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | ADI | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | ADI0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | Atmos Energy Corporation Common Stock (ATO) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | ATO | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | ATO0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | BRK.B | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | AVGO | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | AVGO | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | CVX | S | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | CVX0.98 | SellSell | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | Cummins Inc. Common Stock (CMI) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | CMI | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | CMI0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | DC | Cummins Inc. Common Stock (CMI) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | CMI | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | CMI0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | DC | Elevance Health, Inc. Common Stock (ELV) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | ELV | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | ELV0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | XOM | S | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | XOM0.98 | SellSell | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | HD | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | HD0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | DC | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | JNJ | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | JPM | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | DC | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | LIN | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | LIN0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | LIN | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | LIN0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | Lockheed Martin Corporation Common Stock (LMT) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | LMT | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | LMT0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | MCD | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | MCD0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | MRK | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | META | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | NVDA | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | ORCL | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | ORCL0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | PEP | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | PEP0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | DC | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | PEP | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | PEP0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | QUALCOMM Incorporated - Common Stock (QCOM) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | QCOM | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | QCOM0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | SBCF | S | 11/08/2024 | 11/30/2024 | $15,001 - $50,000 | 1.00 | SBCF0.98 | SellSell | Dependent | Nov 8, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | DC | Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | SBCF | S | 11/08/2024 | 11/30/2024 | $50,001 - $100,000 | 1.00 | SBCF0.98 | SellSell | Dependent | Nov 8, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 33 | — | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | SHW | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | SHW0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | SHW | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | SHW0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | DC | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | SHW | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | SHW0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | TXN | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | TXN0.98 | BuyBuy | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | — | The Energy Select Sector SPDR Fund (XLE) [OT] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | location: US | description: ETF | XLE | P | 11/08/2024 | 11/30/2024 | $15,001 - $50,000 | 1.00 | XLE0.98 | BuyBuy | Self | Nov 8, 2024 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 38 | DC | T-Mobile US, Inc. (TMUS) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | TMUS | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | TMUS0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | DC | Tractor Supply Company - Common Stock (TSCO) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (6) | TSCO | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | TSCO0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | Tractor Supply Company - Common Stock (TSCO) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (5) | TSCO | P | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | TSCO0.98 | BuyBuy | Dependent | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | — | West Pharmaceutical Services, Inc. Common Stock (WST) [ST] filing_status: New | subholding_of: Morgan Stanley Active Assets (1) | WST | S | 11/08/2024 | 11/30/2024 | $1,001 - $15,000 | 1.00 | WST0.98 | SellSell | Self | Nov 8, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |