Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 14, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 55
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 559
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 · 55
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 | 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 | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | SellSell | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Ambev S.A. American Depositary Shares (ABEV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABEV | S (partial) | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | ABEV0.98 | PartialPartial sale | Joint | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | P | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Block, Inc. Class A Common Stock, (SQ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SQ | P | 12/30/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | XYZ0.95 | BuyBuy | Joint | Dec 30, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 5 | JT | Cadre Holdings, Inc. Common Stock (CDRE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CDRE | S | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | CDRE0.98 | SellSell | Joint | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Cadre Holdings, Inc. Common Stock (CDRE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CDRE | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | CDRE0.98 | BuyBuy | Joint | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | KO0.98 | SellSell | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | COLOPLAST AS SP/ADR (CLPBY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CLPBY | S | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | CLPBY0.98 | SellSell | Joint | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | PartialPartial sale | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Dominion Energy, Inc. Common Stock (D) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | D | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | D0.98 | PartialPartial sale | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Dec 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 12/09/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Dec 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Dec 11, 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) | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Dec 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Dec 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Genmab A/S - American Depositary Shares (GMAB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GMAB | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | GMAB0.98 | SellSell | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Glacier Bancorp, Inc. (GBCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GBCI | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | GBCI0.98 | PartialPartial sale | Joint | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | — | P | 12/30/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Joint | Dec 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GBOOY | S | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | GBOOY0.98 | SellSell | Joint | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 12/23/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Dec 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JNJ | P | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Dec 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | 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 12/19/2025 | MSFT | S | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 26 | 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 1/16/2026 | MSFT | S | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 27 | 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 1/16/2026 | comments: Ref: 355JYU33 | MSFT | S | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 28 | 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 1/16/2026 | MSFT | S | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 29 | 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 12/19/2025 | MSFT | P | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 30 | 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 | P | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 31 | 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 | MSFT | P | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 32 | 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 | MSFT | P | 12/20/2024 | 01/07/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Dec 20, 2024 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 33 | JT | NESTLE S.A S/ADR (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | PartialPartial sale | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Primoris Services Corporation (PRIM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PRIM | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | PRIM0.98 | PartialPartial sale | Joint | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Progyny, Inc. - Common Stock (PGNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PGNY | S | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | PGNY0.98 | SellSell | Joint | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TLK | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | TLK0.98 | SellSell | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Dec 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Shell PLC American Depositary Shares (SHEL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHEL | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | SHEL0.98 | PartialPartial sale | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | SPX Technologies, Inc. Common Stock (SPXC) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SPXC | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | SPXC0.98 | PartialPartial sale | Joint | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNPS | S (partial) | 12/09/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | SNPS0.98 | PartialPartial sale | Joint | Dec 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TXRH | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | TXRH0.98 | PartialPartial sale | Joint | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Thermon Group Holdings, Inc. Common Stock (THR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | THR | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 12/23/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Dec 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 12/09/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Dec 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | UNICHARM CORP S/ADR (UNICY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNICY | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | UNICY0.98 | SellSell | Joint | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNP | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | BuyBuy | Joint | Dec 13, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | W.W. Grainger, Inc. Common Stock (GWW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GWW | S (partial) | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | GWW0.98 | PartialPartial sale | Joint | Dec 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | P | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |