Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 6, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 60
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 561
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 · 60
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 | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABT | P | 02/13/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Joint | Feb 13, 2025 | $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 | 02/12/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | BABA0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Ambev S.A. American Depositary Shares (ABEV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABEV | S | 02/07/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | ABEV0.98 | SellSell | Joint | Feb 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Ambev S.A. American Depositary Shares (ABEV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABEV | S (partial) | 02/06/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | ABEV0.98 | PartialPartial sale | Joint | Feb 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 02/03/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Feb 3, 2025 | $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 | S (partial) | 02/24/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BRK.B | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 02/27/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Feb 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BX | S (partial) | 02/26/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Block, Inc. Class A Common Stock, (XYZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XYZ | S | 02/27/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | XYZ0.98 | SellSell | Joint | Feb 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Block, Inc. Class A Common Stock, (XYZ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XYZ | P | 02/03/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | XYZ0.98 | BuyBuy | Joint | Feb 3, 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 | P | 02/06/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Joint | Feb 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SCHW | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Cisco Systems, Inc. - Common Stock (CSCO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CSCO | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | CSCO0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | S (partial) | 02/13/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | PartialPartial sale | Joint | Feb 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | DASSAULT SYSTEMES SA ADR (DASTY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DASTY | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | DASTY0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | DISCO CORP UNSP /ADR (DSCSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DSCSY | P | 02/10/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | DSCSY0.98 | BuyBuy | Joint | Feb 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | DISCO CORP UNSP /ADR (DSCSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DSCSY | P | 02/07/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | DSCSY0.98 | BuyBuy | Joint | Feb 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | S (partial) | 02/07/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | PartialPartial sale | Joint | Feb 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | XNGSY | S (partial) | 02/10/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | PartialPartial sale | Joint | Feb 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 02/19/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Feb 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FI | P | 02/26/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | FISV0.95 | BuyBuy | Joint | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 24 | JT | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FI | P | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | FISV0.95 | BuyBuy | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 25 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | — | S (partial) | 02/28/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | PartialPartial sale | Joint | Feb 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HD | S (partial) | 02/24/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | HD0.98 | PartialPartial sale | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | ICF International, Inc. - Common Stock (ICFI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ICFI | S | 02/19/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | ICFI0.98 | SellSell | Joint | Feb 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Infineon Technologies AG (IFNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IFNNY | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KKR | S (partial) | 02/27/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | PartialPartial sale | Joint | Feb 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | KKR | S (partial) | 02/26/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | PartialPartial sale | Joint | Feb 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 02/24/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | 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 | comments: Ref: 045S899L | MSFT | P | 02/14/2025 | 03/05/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 14, 2025 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 34 | 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 | comments: Ref: 045S891L | MSFT | P | 02/14/2025 | 03/05/2025 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 14, 2025 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 35 | 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 | P | 02/14/2025 | 03/05/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 14, 2025 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 36 | 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 | P | 02/14/2025 | 03/05/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 14, 2025 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 37 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $325; Expires 6/18/2026 | comments: Ref: 045S893L | MSFT | S | 02/14/2025 | 03/05/2025 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 14, 2025 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 38 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $325; Expires 6/18/2026 | comments: Ref: 045S890L | MSFT | S | 02/14/2025 | 03/05/2025 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 14, 2025 | $250,001 - $500,000mid $375K | Option | not modelled |
| 39 | JT | Microsoft Corporation - Common Stock (MSFT) [OP] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | description: Call options; Strike price $320; Expires 6/18/2026 | MSFT | S | 02/14/2025 | 03/05/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 14, 2025 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 40 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Portfolio Management Active Assets Account | MSFT | S (partial) | 02/14/2025 | 03/05/2025 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 14, 2025 | $1,000,001 - $5,000,000mid $3M | Stock | modelled |
| 41 | JT | Nintendo Co Ltd ADR (NTDOY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NTDOY | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | NTDOY0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Paragon 28, Inc. Common Stock (FNA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FNA | S | 02/27/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Feb 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | JT | Paychex, Inc. - Common Stock (PAYX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PAYX | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | PAYX0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYPL | S (partial) | 02/13/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Feb 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYPL | S (partial) | 02/06/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | Feb 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | P | 02/12/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | SHOP0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | P | 02/03/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | SHOP0.98 | BuyBuy | Joint | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Snowflake Inc. Class A Common Stock (SNOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNOW | P | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | SNOW0.98 | BuyBuy | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SPOT | S (partial) | 02/21/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | SPOT0.98 | PartialPartial sale | Joint | Feb 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SBUX | P | 02/03/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | SBUX0.98 | BuyBuy | Joint | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 02/05/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | Feb 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 02/14/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Feb 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 02/13/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Feb 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TDG | S (partial) | 02/04/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | TDG0.98 | PartialPartial sale | Joint | Feb 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Twilio Inc. Class A Common Stock (TWLO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TWLO | P | 02/06/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | TWLO0.98 | BuyBuy | Joint | Feb 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNP | P | 02/03/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | BuyBuy | Joint | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | VRT | S | 02/25/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | VRT0.98 | SellSell | Joint | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 02/28/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Feb 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 02/13/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Feb 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | P | 02/03/2025 | 03/05/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |