Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 10, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 48
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 562
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 · 48
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 | S (partial) | 03/06/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | PartialPartial sale | Joint | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APD | S (partial) | 03/07/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | APD0.98 | PartialPartial sale | Joint | Mar 7, 2025 | $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 | S (partial) | 03/06/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AAPL | S (partial) | 03/05/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Mar 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APP | P | 03/13/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | APP0.98 | BuyBuy | Joint | Mar 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | ASML Holding N.V. - New York Registry Shares (ASML) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ASML | P | 03/12/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | ASML0.98 | BuyBuy | Joint | Mar 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Azenta, Inc. - Common Stock (AZTA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AZTA | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | AZTA0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Banco Bilbao Vizcaya Argentaria S.A. Common Stock (BBVA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BBVA | S (partial) | 03/13/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | BBVA0.98 | PartialPartial sale | Joint | Mar 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | P | 03/05/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Joint | Mar 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | BKNG | P | 03/04/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Joint | Mar 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | AVGO | S (partial) | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Chord Energy Corporation - Common Stock (CHRD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CHRD | S (partial) | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | CHRD0.98 | PartialPartial sale | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRNX | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | CRNX0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DHI | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Diageo plc Common Stock (DEO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DEO | S (partial) | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DEO0.98 | PartialPartial sale | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | DISCO CORP UNSP /ADR (DSCSY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DSCSY | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DSCSY0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | DoorDash, Inc. - Common Stock (DASH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DASH | P | 03/13/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DASH0.98 | BuyBuy | Joint | Mar 13, 2025 | $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) | 03/10/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Mar 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Endava plc American Depositary Shares (DAVA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | DAVA | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DAVA0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FI | P | 03/10/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | FISV0.95 | BuyBuy | Joint | Mar 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 21 | JT | Flywire Corporation - Voting Common Stock (FLYW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FLYW | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | FLYW0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Gilead Sciences, Inc. - Common Stock (GILD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GILD | P | 03/07/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | GILD0.98 | BuyBuy | Joint | Mar 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | HD | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | HD0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Infineon Technologies AG (IFNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IFNNY | S | 03/13/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | SellSell | Joint | Mar 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Infineon Technologies AG (IFNNY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IFNNY | S (partial) | 03/14/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | PartialPartial sale | Joint | Mar 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Intercontinental Exchange Inc. Common Stock (ICE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ICE | P | 03/18/2024 | 04/04/2025 | $1,001 - $15,000 | 1.00 | ICE0.98 | BuyBuy | Joint | Mar 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | IBM | P | 03/10/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Joint | Mar 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Intra-Cellular Therapies Inc. (ITCI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ITCI | S (partial) | 03/17/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Mar 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | JNJ | S (partial) | 03/07/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | PartialPartial sale | Joint | Mar 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Mastercard Incorporated Common Stock (MA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MA | S (partial) | 03/06/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | MA0.98 | PartialPartial sale | Joint | Mar 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | META | P | 03/05/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Joint | Mar 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PPBI | S (partial) | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | JT | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | PYPL | S | 03/03/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | SellSell | Joint | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TLK | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | TLK0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | NOW | S (partial) | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | NOW0.98 | PartialPartial sale | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SHOP | S (partial) | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | SHOP0.98 | PartialPartial sale | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Snowflake Inc. Class A Common Stock (SNOW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SNOW | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | SNOW0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SPOT | S (partial) | 03/24/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | SPOT0.98 | PartialPartial sale | Joint | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSM | S (partial) | 03/04/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Mar 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TNDM | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | TNDM0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | TECHTRONIC INDUS LTD ADR (TTNDY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TTNDY | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | TTNDY0.98 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | S (partial) | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Tri Pointe Homes, Inc. Common Stock (TPH) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TPH | S | 03/19/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Mar 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 03/03/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 03/05/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Mar 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | V | P | 03/24/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Joint | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | P | 03/11/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Mar 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | WMT | P | 03/17/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Mar 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |