Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 11, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 24
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 564
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 · 24
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 | AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ABBV | P | 05/22/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | ABBV0.98 | BuyBuy | Joint | May 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GOOG | S (partial) | 05/08/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | May 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | APP | P | 05/28/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | APP0.98 | BuyBuy | Joint | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | ASML Holding N.V. - New York Registry Shares (ASML) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ASML | P | 05/22/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | ASML0.98 | BuyBuy | Joint | May 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | COLOPLAST AS SP/ADR (CLPBY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CLPBY | S | 05/14/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | CLPBY0.98 | SellSell | Joint | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Corning Incorporated Common Stock (GLW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GLW | P | 05/28/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | GLW0.98 | BuyBuy | Joint | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Corning Incorporated Common Stock (GLW) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GLW | P | 05/22/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | GLW0.98 | BuyBuy | Joint | May 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | P | 05/01/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Joint | May 1, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | LLY | S (partial) | 05/13/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | May 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | FI | S | 05/14/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | FISV0.95 | SellSell | Joint | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 11 | JT | Gilead Sciences, Inc. - Common Stock (GILD) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | GILD | S | 05/14/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | GILD0.98 | SellSell | Joint | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | P | 05/21/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | MSFT | P | 05/22/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | CRM | P | 05/22/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | BuyBuy | Joint | May 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | SE | P | 05/23/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | SE0.98 | BuyBuy | Joint | May 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | TE Connectivity plc Ordinary Shares (TEL) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TEL | P | 05/22/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | TEL0.98 | BuyBuy | Joint | May 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 05/29/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | May 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 05/27/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | May 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 05/16/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | May 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | TSLA | P | 05/15/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | BuyBuy | Joint | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UBER | P | 05/15/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Joint | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | UNICHARM CORP S/ADR (UNICY) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UNICY | S (partial) | 05/14/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | UNICY0.98 | PartialPartial sale | Joint | May 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | UPS | S (partial) | 05/28/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Joint | May 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | ZTO Express (ZTO) [ST] filing_status: New | subholding_of: Morgan Stanley - Select UMA Account # 1 | ZTO | S | 05/23/2025 | 06/04/2025 | $1,001 - $15,000 | 1.00 | ZTO0.98 | SellSell | Joint | May 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |