Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 9, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 41
- Parser version
- house_pdf_v2
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Nov 3, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 1406
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 · 41
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 | Adyen NV Unsponsored AdR (AdYEY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : Stock | filing_status: New | — | P | 06/02/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | ADYEY0.98 | BuyBuy | Joint | Jun 2, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 2 | JT | Alcon Inc. Ordinary Shares (ALC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ALC | P | 06/02/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | ALC0.98 | BuyBuy | Joint | Jun 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Alcon Inc. Ordinary Shares (ALC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ALC | P | 06/03/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | ALC0.98 | BuyBuy | Joint | Jun 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | GOOG | S (partial) | 06/26/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Jun 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | GOOG | S (partial) | 06/22/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Jun 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Amadeus IT Holding SA Unsponsored American depository Shares (AMAdY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/02/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | AMADY0.98 | PartialPartial sale | Joint | Jun 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Amadeus IT Holding SA Unsponsored American depository Shares (AMAdY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S | 06/03/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | AMADY0.98 | SellSell | Joint | Jun 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Ambev S.A. American depositary Shares (AbEV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | ABEV0.98 | PartialPartial sale | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | AAPL | P | 06/26/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Jun 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | baidu, Inc. - American depositary Shares, each representing one tenth Class A ordinary share (bIdU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S | 06/03/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | BIDU0.98 | SellSell | Joint | Jun 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | baidu, Inc. - American depositary Shares, each representing one tenth Class A ordinary share (bIdU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/02/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | BIDU0.98 | PartialPartial sale | Joint | Jun 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | booking Holdings Inc. (bKNG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | BKNG0.98 | SellSell | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Charles Schwab Corporation (SCHW) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SCHW | S (partial) | 06/25/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Jun 25, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | China Mobile Limited (CHL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CHL | S (partial) | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | JT | Costco Wholesale Corporation (COST) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | COST | S | 06/08/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | COST0.98 | SellSell | Joint | Jun 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Emergent biosolutions, Inc. (EbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | EBS0.98 | BuyBuy | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Emergent biosolutions, Inc. (EbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 06/26/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | EBS0.98 | BuyBuy | Joint | Jun 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Entegris, Inc. (ENTG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ENTG | S (partial) | 06/26/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | ENTG0.98 | PartialPartial sale | Joint | Jun 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Exact Sciences Corporation (EXAS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | EXAS | S (partial) | 06/05/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jun 5, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | JT | Exact Sciences Corporation (EXAS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | EXAS | S (partial) | 06/02/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jun 2, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | JT | Fidelity National Information Services, Inc. (FIS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | FIS | S (partial) | 06/25/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | FIS0.98 | PartialPartial sale | Joint | Jun 25, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | FleetCor Technologies, Inc. (FLT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | FLT | P | 06/09/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jun 9, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | JT | Franklin Resources, Inc. (bEN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | BEN0.98 | PartialPartial sale | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Home depot, Inc. (Hd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/01/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | HD0.95 | PartialPartial sale | Joint | Jun 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Honeywell International Inc. (HON) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | HON | S | 06/26/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Joint | Jun 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | HubSpot, Inc. (HUbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/26/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | HUBS0.98 | PartialPartial sale | Joint | Jun 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Itau Unibanco banco Holding SA American depositary Shares (ITUb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 06/03/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | ITUB0.98 | BuyBuy | Joint | Jun 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Itau Unibanco banco Holding SA American depositary Shares (ITUb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 06/02/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | ITUB0.98 | BuyBuy | Joint | Jun 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Lyft, Inc. - Class A (LYFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | LYFT | P | 06/05/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | LYFT0.98 | BuyBuy | Joint | Jun 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | MarketAxess Holdings, Inc. (MKTX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MKTX | S (partial) | 06/22/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | MKTX0.98 | PartialPartial sale | Joint | Jun 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MSFT | S (partial) | 06/22/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jun 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | NVIdIA Corporation (NVdA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/01/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Joint | Jun 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Phillips 66 (PSX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PSX | P | 06/05/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | PSX0.98 | BuyBuy | Joint | Jun 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Royal dutch Shell PLC Royal dutch Shell PLC American depositary Shares (RdS.b) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 35 | JT | Ryman Hospitality Properties, Inc. (RHP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | RHP | S (partial) | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | RHP0.98 | PartialPartial sale | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Salesforce.com Inc (CRM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CRM | S | 06/05/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Jun 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Silgan Holdings Inc. (SLGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SLGN | S (partial) | 06/15/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | SLGN0.98 | PartialPartial sale | Joint | Jun 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Synopsys, Inc. (SNPS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SNPS | S (partial) | 06/01/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | SNPS0.98 | PartialPartial sale | Joint | Jun 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Tencent Holdings Limited Unsponsored AdR Representing b Shares (TCEHY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TCEHY | P | 06/02/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | BuyBuy | Joint | Jun 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | The Trade desk, Inc. - Class A (TTd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 06/05/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | TTD0.98 | PartialPartial sale | Joint | Jun 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Thermo Fisher Scientific Inc (TMO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TMO | S (partial) | 06/01/2020 | 07/06/2020 | $1,001 - $15,000 | 1.00 | TMO0.98 | PartialPartial sale | Joint | Jun 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |