Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 5, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 50
- 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
- 1410
row 35: stray text in ['cap']: gfedc
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 · 50
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 | 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 | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ALC0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Allegiant Travel Company (ALGT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ALGT | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ALGT0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Ameris bancorp (AbCb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ABCB0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Amgen Inc. (AMGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | AMGN | S (partial) | 10/08/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | AMGN0.98 | PartialPartial sale | Joint | Oct 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Amgen Inc. (AMGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | AMGN | S | 10/22/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | AMGN0.98 | SellSell | Joint | Oct 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | banco bilbao Vizcaya Argentaria S.A. (bbVA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | BBVA0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | bioMarin Pharmaceutical Inc. (bMRN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | BMRN0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | boot barn Holdings, Inc. (bOOT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/15/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | BOOT0.98 | BuyBuy | Joint | Oct 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Carvana Co. Class A (CVNA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CVNA | P | 10/22/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | CVNA0.98 | BuyBuy | Joint | Oct 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Carvana Co. Class A (CVNA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CVNA | P | 10/26/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | CVNA0.98 | BuyBuy | Joint | Oct 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Carvana Co. Class A (CVNA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CVNA | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | CVNA0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Cathay General bancorp (CATY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CATY | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | CATY0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Chevron Corporation (CVX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CVX | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | CVX0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Covetrus, Inc. (CVET) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CVET | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | JT | CryoLife, Inc. (CRY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CRY | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | JT | Enphase Energy, Inc. (ENPH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ENPH | P | 10/28/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ENPH0.98 | BuyBuy | Joint | Oct 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | 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 | P | 10/26/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 26, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | 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 | S | 10/26/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Oct 26, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | 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 | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | 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 | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | BEN0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Haemonetics Corporation (HAE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | HAE | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | HAE0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Halozyme Therapeutics, Inc. (HALO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | HALO | P | 10/19/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | HALO0.98 | BuyBuy | Joint | Oct 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Horace Mann Educators Corporation (HMN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | HMN | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | HMN0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Integra LifeSciences Holdings Corporation (IART) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | IART | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | IART0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Lukoil Co Sponsored AdR (LUKOY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | LUKOY | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | 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 | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | LYFT0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | 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 | S | 10/26/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | LYFT0.98 | SellSell | Joint | Oct 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Mastercard Incorporated (MA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MA | S (partial) | 10/29/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | MA0.98 | PartialPartial sale | Joint | Oct 29, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Medpace Holdings, Inc. (MEdP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/29/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | MEDP0.98 | BuyBuy | Joint | Oct 29, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Meridian bancorp, Inc. (EbSb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 31 | JT | OceanFirst Financial Corp. (OCFC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | OCFC | P | 10/23/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | OCFC0.98 | BuyBuy | Joint | Oct 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Pacific Premier bancorp Inc (PPbI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | not 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 | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | PSX0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | 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 | S | 10/19/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | PSX0.98 | SellSell | Joint | Oct 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Primoris Services Corporation (PRIM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PRIM | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 0.70 | PRIM0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 36 | JT | ProAssurance Corporation (PRA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PRA | S | 10/15/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Oct 15, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | JT | Rockwell Automation, Inc. (ROK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ROK | S (partial) | 10/22/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ROK0.98 | PartialPartial sale | Joint | Oct 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Rogers Corporation (ROG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ROG | S (partial) | 10/29/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ROG0.98 | PartialPartial sale | Joint | Oct 29, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Rogers Corporation (ROG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ROG | P | 10/26/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ROG0.98 | BuyBuy | Joint | Oct 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Roper Technologies, Inc. (ROP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ROP | S (partial) | 10/28/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | ROP0.98 | PartialPartial sale | Joint | Oct 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Seacoast banking Corporation of Florida (SbCF) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/23/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | SBCF0.98 | BuyBuy | Joint | Oct 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Seacoast banking Corporation of Florida (SbCF) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | SBCF0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | 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) | 10/19/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | SLGN0.98 | PartialPartial sale | Joint | Oct 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | SiteOne Landscape Supply, Inc. (SITE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SITE | S (partial) | 10/23/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | SITE0.98 | PartialPartial sale | Joint | Oct 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SPOT | P | 10/22/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | SPOT0.98 | BuyBuy | Joint | Oct 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Webster Financial Corporation (WbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 10/16/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | WBS0.98 | BuyBuy | Joint | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Webster Financial Corporation (WbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S | 10/23/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | WBS0.98 | SellSell | Joint | Oct 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | WillScot Mobile Mini Holdings Corp. - Class A (WSC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | WSC | S (partial) | 10/19/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | WSC0.98 | PartialPartial sale | Joint | Oct 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Yandex N.V. - Class A Ordinary Shares (YNdX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 10/06/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Oct 6, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 50 | JT | Zillow Group, Inc. - Class C Capital Stock (Z) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | Z | P | 10/22/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | Z0.98 | BuyBuy | Joint | Oct 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |