Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 10, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 81
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 560
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 · 81
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 | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MMM | P | 01/30/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MMM0.98 | BuyBuy | Joint | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MMM | P | 01/21/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MMM0.98 | BuyBuy | Joint | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABT | P | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABT | P | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | 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 | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | 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 | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | S (partial) | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Ambev S.A. American Depositary Shares (ABEV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABEV | P | 01/27/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ABEV0.98 | BuyBuy | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ANET | S (partial) | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | PartialPartial sale | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ANET | S (partial) | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | PartialPartial sale | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BRK.B | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | BuyBuy | Joint | Jan 16, 2025 | $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) | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | S (partial) | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Cadre Holdings, Inc. Common Stock (CDRE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CDRE | P | 01/27/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | CDRE0.98 | BuyBuy | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KO | P | 01/21/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Joint | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | COLOPLAST AS SP/ADR (CLPBY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CLPBY | P | 01/27/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | CLPBY0.98 | BuyBuy | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Corning Incorporated Common Stock (GLW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GLW | P | 01/30/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | GLW0.98 | BuyBuy | Joint | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Corning Incorporated Common Stock (GLW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GLW | P | 01/27/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | GLW0.98 | BuyBuy | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Dominion Energy, Inc. Common Stock (D) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | D | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | D0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ETN | S (partial) | 01/23/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Jan 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 01/08/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Jan 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Fair Isaac Corporation Common Stock (FICO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FICO | S (partial) | 01/27/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | FICO0.98 | PartialPartial sale | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Genmab A/S - American Depositary Shares (GMAB) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GMAB | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | GMAB0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | 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 | P | 01/27/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | GBOOY0.98 | BuyBuy | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | ICF International, Inc. - Common Stock (ICFI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ICFI | S (partial) | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ICFI0.98 | PartialPartial sale | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Intapp, Inc. - Common Stock (INTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | INTA | S (partial) | 01/17/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | INTA0.98 | PartialPartial sale | Joint | Jan 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Intra-Cellular Therapies Inc. (ITCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ITCI | S (partial) | 01/24/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 01/21/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ISRG | S (partial) | 01/10/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Jan 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JNJ | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JNJ | P | 01/24/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JNJ | P | 01/21/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | P | 01/30/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Joint | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | P | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | S (partial) | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MA0.98 | PartialPartial sale | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | MercadoLibre, Inc. - Common Stock (MELI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MELI | S (partial) | 01/27/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MELI0.98 | PartialPartial sale | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MRK | S | 01/27/2025 | 02/06/2025 | $15,001 - $50,000 | 1.00 | MRK0.98 | SellSell | Joint | Jan 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 42 | JT | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | S (partial) | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | META0.98 | PartialPartial sale | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 01/21/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | NESTLE S.A S/ADR (NSRGY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NSRGY | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | NSRGY0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NFLX | S (partial) | 01/22/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Jan 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 01/17/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jan 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NVDA | S (partial) | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 01/22/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Jan 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ORCL | S (partial) | 01/21/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | ORCL0.98 | PartialPartial sale | Joint | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PANW | S (partial) | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | PANW0.98 | PartialPartial sale | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | PAR Technology Corporation Common Stock (PAR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PAR | P | 01/17/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | PAR0.98 | BuyBuy | Joint | Jan 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TLK | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TLK0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PWR | S (partial) | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | PWR0.98 | PartialPartial sale | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PWR | S (partial) | 01/21/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | PWR0.98 | PartialPartial sale | Joint | Jan 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | REGN | S | 01/24/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | REGN0.98 | SellSell | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Shell PLC American Depositary Shares (SHEL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHEL | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | SHEL0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | JT | TE Connectivity plc Ordinary Shares (TEL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEL | P | 01/23/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TEL0.98 | BuyBuy | Joint | Jan 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 01/30/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 01/30/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | JT | Trane Technologies plc (TT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TT | S (partial) | 01/23/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Jan 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | JT | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TDG | S (partial) | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TDG0.98 | PartialPartial sale | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | JT | Twilio Inc. Class A Common Stock (TWLO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWLO | P | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | TWLO0.98 | BuyBuy | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 01/23/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Jan 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | S (partial) | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | JT | UNICHARM CORP S/ADR (UNICY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNICY | P | 01/16/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | UNICY0.98 | BuyBuy | Joint | Jan 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNP | P | 01/29/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | BuyBuy | Joint | Jan 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 01/28/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 01/30/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Jan 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 01/31/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Jan 31, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 01/23/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Jan 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 01/24/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | P | 01/22/2025 | 02/06/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Jan 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |