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20030338Parsed

DJosh Gottheimer · House · ptr · filed May 14, 2025

Official filing metadata

Filer (as printed)
Hon. Josh Gottheimer
Office (as printed)
NJ05
Chamber
House
Filing type
ptr
Filing date
May 14, 2025
Filing year
2025
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
118
Parser version
house_pdf_v1
Fetched
Sep 8, 2026
Parsed
Sep 8, 2026
Internal id
563

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 · 118

Left: official, as printed · Right: normalized
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1JT3M Company Common Stock (MMM) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MMMP04/05/202505/12/2025$1,001 - $15,0001.00MMM0.98BuyBuyJointApr 5, 2025$1,001 - $15,000mid $8KStockmodelled
2JTAbbVie Inc. Common Stock (ABBV) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ABBVP04/03/202505/12/2025$1,001 - $15,0001.00ABBV0.98BuyBuyJointApr 3, 2025$1,001 - $15,000mid $8KStockmodelled
3JTAbbVie Inc. Common Stock (ABBV) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ABBVP04/01/202505/12/2025$1,001 - $15,0001.00ABBV0.98BuyBuyJointApr 1, 2025$1,001 - $15,000mid $8KStockmodelled
4JTAbbVie Inc. Common Stock (ABBV) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ABBVS04/17/202505/13/2025$1,001 - $15,0001.00ABBV0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
5JTAdvanced Energy Industries, Inc. - Common Stock (AEIS) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AEISS04/17/202505/13/2025$1,001 - $15,0001.00AEIS0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
6JTAgree Realty Corporation Common Stock (ADC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ADCS (partial)04/09/202505/14/2025$1,001 - $15,0001.00ADC0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
7JTAir Products and Chemicals, Inc. Common Stock (APD) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
APDS (partial)04/09/202505/13/2025$1,001 - $15,0001.00APD0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
8JTAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BABAP04/04/202505/12/2025$1,001 - $15,0001.00BABA0.98BuyBuyJointApr 4, 2025$1,001 - $15,000mid $8KStockmodelled
9JTALLIANZ SE UNSP/ADR (ALIZY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ALIZYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00ALIZY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
10JTAlphabet Inc. - Class C Capital Stock (GOOG) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
GOOGS (partial)04/09/202505/13/2025$1,001 - $15,0001.00GOOG0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
11JTAmeris Bancorp - Common Stock (ABCB) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ABCBS (partial)04/09/202505/13/2025$1,001 - $15,0001.00ABCB0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
12JTAppFolio, Inc. - Class A Common Stock (APPF) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
APPFS (partial)04/09/202505/13/2025$1,001 - $15,0001.00APPF0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
13JTApple Inc. - Common Stock (AAPL) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
AAPLS (partial)04/09/202505/13/2025$1,001 - $15,0001.00AAPL0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
14JTApplovin Corporation - Class A Common Stock (APP) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
APPS04/16/202505/13/2025$1,001 - $15,0001.00APP0.98SellSellJointApr 16, 2025$1,001 - $15,000mid $8KStockmodelled
15JTApplovin Corporation - Class A Common Stock (APP) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
APPS04/14/202505/13/2025$1,001 - $15,0001.00APP0.98SellSellJointApr 14, 2025$1,001 - $15,000mid $8KStockmodelled
16JTAsbury Automotive Group Inc Common Stock (ABG) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ABGS (partial)04/09/202505/13/2025$1,001 - $15,0001.00ABG0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
17JTASML Holding N.V. - New York Registry Shares (ASML) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ASMLS04/17/202505/13/2025$1,001 - $15,0001.00ASML0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
18JTATLAS COPCO AB A S/ADR (ATLKY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ATLKYS (partial)04/09/202505/14/2025$1,001 - $15,0001.00ATLKY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
19JTBalchem Corporation - Common Stock (BCPC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BCPCS (partial)04/09/202505/13/2025$1,001 - $15,0001.00BCPC0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
20JTBerkshire Hathaway Inc. New Common Stock (BRK.B) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BRK.BS (partial)04/09/202505/13/2025$1,001 - $15,0001.00BRK-B0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
21JTBerkshire Hathaway Inc. New Common Stock (BRK.B) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BRK.BS (partial)04/01/202505/14/2025$1,001 - $15,0001.00BRK-B0.98PartialPartial saleJointApr 1, 2025$1,001 - $15,000mid $8KStockmodelled
22JTBHP Group Limited American Depositary Shares (BHP) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BHPS (partial)04/09/202505/14/2025$1,001 - $15,0001.00BHP0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
23JTBlackRock, Inc. Common Stock (BLK) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BLKS (partial)04/01/202505/14/2025$1,001 - $15,0001.00BLK0.98PartialPartial saleJointApr 1, 2025$1,001 - $15,000mid $8KStockmodelled
24JTBlackRock, Inc. Common Stock (BLK) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BLKS (partial)04/09/202505/13/2025$1,001 - $15,0001.00BLK0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
25JTBlackstone Inc. Common Stock (BX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
BXS (partial)04/14/202505/13/2025$1,001 - $15,0001.00BX0.98PartialPartial saleJointApr 14, 2025$1,001 - $15,000mid $8KStockmodelled
26JTCadre Holdings, Inc. Common Stock (CDRE) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CDRES04/17/202505/13/2025$1,001 - $15,0001.00CDRE0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
27JTCathay General Bancorp - Common Stock (CATY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CATYS (partial)04/09/202505/14/2025$1,001 - $15,0001.00CATY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
28JTCBIZ, Inc. Common Stock (CBZ) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CBZS (partial)04/09/202505/14/2025$1,001 - $15,0001.00CBZ0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
29JTCentral Garden & Pet Company - Class A Common Stock Nonvoting (CENTA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CENTAS (partial)04/09/202505/13/2025$1,001 - $15,0001.00CENTA0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
30JTChampion Homes, Inc. Common Stock (SKY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SKYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00SKY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
31JTChampionX Corporation (CHX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CHXS04/07/202505/14/2025$1,001 - $15,0001.00—0.60SellSellJointApr 7, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
32JTCharles Schwab Corporation (SCHW) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SCHWP04/07/202505/12/2025$1,001 - $15,0001.00SCHW0.98BuyBuyJointApr 7, 2025$1,001 - $15,000mid $8KStockmodelled
33JTCheniere Energy, Inc. Common Stock (LNG) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LNGP04/22/202505/12/2025$1,001 - $15,0001.00LNG0.98BuyBuyJointApr 22, 2025$1,001 - $15,000mid $8KStockmodelled
34JTChevron Corporation Common Stock (CVX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CVXS (partial)04/09/202505/13/2025$1,001 - $15,0001.00CVX0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
35JTCHUGAI PHARM UNSP/ADR (CHGCY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CHGCYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00CHGCY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
36JTCincinnati Financial Corporation - Common Stock (CINF) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CINFS (partial)04/09/202505/13/2025$1,001 - $15,0001.00CINF0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
37JTCisco Systems, Inc. - Common Stock (CSCO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CSCOS (partial)04/09/202505/13/2025$1,001 - $15,0001.00CSCO0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
38JTCoca-Cola Company (KO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
KOS (partial)04/09/202505/13/2025$1,001 - $15,0001.00KO0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
39JTCorning Incorporated Common Stock (GLW) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
GLWS04/09/202505/13/2025$1,001 - $15,0001.00GLW0.98SellSellJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
40JTCorning Incorporated Common Stock (GLW) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
GLWS04/17/202505/13/2025$15,001 - $50,0001.00GLW0.98SellSellJointApr 17, 2025$15,001 - $50,000mid $32.5KStockmodelled
41JTCrown Castle Inc. Common Stock (CCI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CCIS (partial)04/09/202505/13/2025$1,001 - $15,0001.00CCI0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
42JTD.R. Horton, Inc. Common Stock (DHI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DHIP04/21/202505/12/2025$1,001 - $15,0001.00DHI0.98BuyBuyJointApr 21, 2025$1,001 - $15,000mid $8KStockmodelled
43JTDASSAULT SYSTEMES SA ADR (DASTY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DASTYS (partial)04/09/202505/14/2025$1,001 - $15,0001.00DASTY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
44JTDBS GROUP HLDGS LTD S/ADR (DBSDY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DBSDYS (partial)04/09/202505/14/2025$1,001 - $15,0001.00DBSDY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
45JTDominion Energy, Inc. Common Stock (D) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DS (partial)04/09/202505/14/2025$1,001 - $15,0001.00D0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
46JTDoorDash, Inc. - Common Stock (DASH) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DASHS (partial)04/09/202505/13/2025$1,001 - $15,0001.00DASH0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
47JTEli Lilly and Company Common Stock (LLY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LLYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00LLY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
48JTEnerpac Tool Group Corp. Common Stock (EPAC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
EPACS04/17/202505/13/2025$1,001 - $15,0001.00EPAC0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
49JTFastenal Company - Common Stock (FAST) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
FASTS (partial)04/09/202505/13/2025$1,001 - $15,0001.00FAST0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
50JTFidelity National Information Services, Inc. Common Stock (FIS) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
FISS (partial)04/09/202505/13/2025$1,001 - $15,0001.00FIS0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
51JTFiserv, Inc. Common Stock (FI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
FIP04/04/202505/12/2025$1,001 - $15,0001.00FISV0.95BuyBuyJointApr 4, 2025$1,001 - $15,000mid $8KStockReviewmodelled
52JTFomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
FMXS (partial)04/09/202505/14/2025$1,001 - $15,0001.00FMX0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
53JTGlobus Medical, Inc. Class A Common Stock (GMED) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
GMEDS (partial)04/09/202505/13/2025$1,001 - $15,0001.00GMED0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
54JTHaleon plc American Depositary Shares (HLN) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
HLNS (partial)04/09/202505/13/2025$1,001 - $15,0001.00HLN0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
55JTHDFC Bank Limited Common Stock (HDB) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
HDBS (partial)04/09/202505/13/2025$1,001 - $15,0001.00HDB0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
56JTHillman Solutions Corp. - Common Stock (HLMN) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
HLMNS04/17/202505/13/2025$1,001 - $15,0001.00HLMN0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
57JTHome Depot, Inc. (HD) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
HDP04/21/202505/12/2025$1,001 - $15,0001.00HD0.98BuyBuyJointApr 21, 2025$1,001 - $15,000mid $8KStockmodelled
58JTHorace Mann Educators Corporation Common Stock (HMN) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
HMNS (partial)04/09/202505/14/2025$1,001 - $15,0001.00HMN0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
59JTHoulihan Lokey, Inc. Class A Common Stock (HLI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
HLIS (partial)04/09/202505/13/2025$1,001 - $15,0001.00HLI0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
60JTIDACORP, Inc. Common Stock (IDA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
IDAS (partial)04/09/202505/14/2025$1,001 - $15,0001.00IDA0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
61JTInsmed Incorporated - Common Stock (INSM) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
INSMS (partial)04/09/202505/14/2025$1,001 - $15,0001.00INSM0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
62JTIntapp, Inc. - Common Stock (INTA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
INTAS (partial)04/09/202505/13/2025$1,001 - $15,0001.00INTA0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
63JTIntra-Cellular Therapies Inc. (ITCI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ITCIS04/03/202505/14/2025$1,001 - $15,0001.00—0.60SellSellJointApr 3, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
64JTIntuitive Surgical, Inc. - Common Stock (ISRG) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
ISRGS (partial)04/09/202505/13/2025$1,001 - $15,0001.00ISRG0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
65JTJohnson & Johnson Common Stock (JNJ) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
JNJS (partial)04/09/202505/13/2025$1,001 - $15,0001.00JNJ0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
66JTKKR & Co. Inc. Common Stock (KKR) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
KKRS (partial)04/21/202505/12/2025$1,001 - $15,0001.00KKR0.98PartialPartial saleJointApr 21, 2025$1,001 - $15,000mid $8KStockmodelled
67JTKKR & Co. Inc. Common Stock (KKR) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
KKRS (partial)04/14/202505/13/2025$1,001 - $15,0001.00KKR0.98PartialPartial saleJointApr 14, 2025$1,001 - $15,000mid $8KStockmodelled
68JTL'Oreal Co. American Depositary Shares (LRLCY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LRLCYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00LRLCY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
69JTLowe's Companies, Inc. Common Stock (LOW) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
LOWS (partial)04/09/202505/13/2025$1,001 - $15,0001.00LOW0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
70JTMACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MTSIS (partial)04/09/202505/13/2025$1,001 - $15,0001.00MTSI0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
71JTMagnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MGYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00MGY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
72JTManulife Financial Corporation Common Stock (MFC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MFCS (partial)04/09/202505/14/2025$1,001 - $15,0001.00MFC0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
73JTMastercard Incorporated Common Stock (MA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MAS (partial)04/09/202505/13/2025$1,001 - $15,0001.00MA0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
74JTMcKesson Corporation Common Stock (MCK) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
MCKS (partial)04/09/202505/14/2025$1,001 - $15,0001.00MCK0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
75JTMeta Platforms, Inc. - Class A Common Stock (META) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
METAS (partial)04/09/202505/13/2025$1,001 - $15,0001.00META0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
76JTMicrosoft 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
MSFTP04/04/202505/14/2025$50,001 - $100,0001.00MSFT0.98BuyBuyJointApr 4, 2025$50,001 - $100,000mid $75KOptionnot modelled
77JTNESTLE S.A S/ADR (NSRGY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NSRGYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00NSRGY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
78JTNetflix, Inc. - Common Stock (NFLX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NFLXS (partial)04/09/202505/13/2025$1,001 - $15,0001.00NFLX0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
79JTNintendo Co Ltd ADR (NTDOY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NTDOYS (partial)04/09/202505/14/2025$1,001 - $15,0001.00NTDOY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
80JTNorfolk Southern Corporation Common Stock (NSC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NSCS (partial)04/09/202505/13/2025$1,001 - $15,0001.00NSC0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
81JTNorthrop Grumman Corporation Common Stock (NOC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NOCS (partial)04/09/202505/13/2025$1,001 - $15,0001.00NOC0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
82JTNVIDIA Corporation - Common Stock (NVDA) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
NVDAS (partial)04/09/202505/14/2025$1,001 - $15,0001.00NVDA0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
83JTPAR Technology Corporation Common Stock (PAR) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
PARS04/17/202505/13/2025$1,001 - $15,0001.00PAR0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
84JTPatrick Industries, Inc. - Common Stock (PATK) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
PATKS (partial)04/09/202505/13/2025$1,001 - $15,0001.00PATK0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
85JTPaychex, Inc. - Common Stock (PAYX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
PAYXS (partial)04/09/202505/12/2025$1,001 - $15,0001.00PAYX0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
86JTProgressive Corporation (PGR) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
PGRS (partial)04/09/202505/13/2025$1,001 - $15,0001.00PGR0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
87JTPT Telekomunikasi Indonesia, Tbk (TLK) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TLKP04/21/202505/12/2025$1,001 - $15,0001.00TLK0.98BuyBuyJointApr 21, 2025$1,001 - $15,000mid $8KStockmodelled
88JTRBC Bearings Incorporated Common Stock (RBC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
RBCS (partial)04/09/202505/13/2025$1,001 - $15,0001.00RBC0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
89JTRio Tinto Plc Common Stock (RIO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
RIOS (partial)04/09/202505/14/2025$1,001 - $15,0001.00RIO0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
90JTROCHE HOLDING LTD S/ADR (RHHBY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
RHHBYS (partial)04/09/202505/14/2025$1,001 - $15,0001.00RHHBY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
91JTRTX Corporation Common Stock (RTX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
RTXP04/23/202505/12/2025$1,001 - $15,0001.00RTX0.98BuyBuyJointApr 23, 2025$1,001 - $15,000mid $8KStockmodelled
92JTSalesforce, Inc. Common Stock (CRM) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
CRMS04/17/202505/13/2025$1,001 - $15,0001.00CRM0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
93JTSAP SE ADS (SAP) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SAPS (partial)04/09/202505/14/2025$1,001 - $15,0001.00SAP0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
94JTShell PLC American Depositary Shares (SHEL) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SHELS (partial)04/09/202505/13/2025$1,001 - $15,0001.00SHEL0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
95JTSHIMANO INC UNSP/ADR (SMNNY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SMNNYS04/11/202505/13/2025$1,001 - $15,0001.00SMNNY0.98SellSellJointApr 11, 2025$1,001 - $15,000mid $8KStockmodelled
96JTSilgan Holdings Inc. (SLGN) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SLGNS (partial)04/09/202505/14/2025$1,001 - $15,0001.00SLGN0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
97JTSony Group Corporation American Depositary Shares (SONY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SONYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00SONY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
98JTSPX Technologies, Inc. Common Stock (SPXC) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SPXCS (partial)04/09/202505/13/2025$1,001 - $15,0001.00SPXC0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
99JTStag Industrial, Inc. Common Stock (STAG) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
STAGS (partial)04/09/202505/13/2025$1,001 - $15,0001.00STAG0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
100JTStarbucks Corporation - Common Stock (SBUX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SBUXS (partial)04/09/202505/14/2025$1,001 - $15,0001.00SBUX0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
101JTStarbucks Corporation - Common Stock (SBUX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SBUXS (partial)04/17/202505/13/2025$1,001 - $15,0001.00SBUX0.98PartialPartial saleJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
102JTSterling Infrastructure, Inc. - Common Stock (STRL) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
STRLS (partial)04/09/202505/14/2025$1,001 - $15,0001.00STRL0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
103JTStifel Financial Corporation Common Stock (SF) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SFS (partial)04/09/202505/13/2025$1,001 - $15,0001.00SF0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
104JTSYSMEX CORP UNSP/ASDR (SSMXY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
SSMXYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00SSMXY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
105JTTaiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TSMS (partial)04/09/202505/14/2025$1,001 - $15,0001.00TSM0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
106JTTE Connectivity plc Ordinary Shares (TEL) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TELS04/09/202505/13/2025$1,001 - $15,0001.00TEL0.98SellSellJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
107JTTE Connectivity plc Ordinary Shares (TEL) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TELS04/17/202505/13/2025$15,001 - $50,0001.00TEL0.98SellSellJointApr 17, 2025$15,001 - $50,000mid $32.5KStockmodelled
108JTTECHTRONIC INDUS LTD ADR (TTNDY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TTNDYP04/21/202505/12/2025$1,001 - $15,0001.00TTNDY0.98BuyBuyJointApr 21, 2025$1,001 - $15,000mid $8KStockmodelled
109JTTENCENT HLDGS UNSP/ADR (TCEHY) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TCEHYS (partial)04/09/202505/13/2025$1,001 - $15,0001.00TCEHY0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
110JTTexas Instruments Incorporated - Common Stock (TXN) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TXNS (partial)04/09/202505/13/2025$1,001 - $15,0001.00TXN0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
111JTThe Descartes Systems Group Inc. - Common Stock (DSGX) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
DSGXS (partial)04/09/202505/14/2025$1,001 - $15,0001.00DSGX0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
112JTThermon Group Holdings, Inc. Common Stock (THR) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
THRS04/17/202505/13/2025$1,001 - $15,0001.00—0.60SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
113JTTri Pointe Homes, Inc. Common Stock (TPH) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TPHP04/21/202505/12/2025$1,001 - $15,0001.00—0.60BuyBuyJointApr 21, 2025$1,001 - $15,000mid $8KStockReviewnot modelled
114JTTwilio Inc. Class A Common Stock (TWLO) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
TWLOS04/17/202505/13/2025$1,001 - $15,0001.00TWLO0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
115JTU.S. Physical Therapy, Inc. Common Stock (USPH) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
USPHS04/17/202505/13/2025$1,001 - $15,0001.00USPH0.98SellSellJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled
116JTUFP Industries, Inc. - Common Stock (UFPI) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UFPIS (partial)04/09/202505/13/2025$1,001 - $15,0001.00UFPI0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
117JTUMB Financial Corporation - Common Stock (UMBF) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UMBFS (partial)04/09/202505/14/2025$1,001 - $15,0001.00UMBF0.98PartialPartial saleJointApr 9, 2025$1,001 - $15,000mid $8KStockmodelled
118JTUnion Pacific Corporation Common Stock (UNP) [ST]
filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1
UNPS (partial)04/17/202505/12/2025$1,001 - $15,0001.00UNP0.98PartialPartial saleJointApr 17, 2025$1,001 - $15,000mid $8KStockmodelled