Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 7, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 23
- 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
- 2102
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 · 23
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 | Altria Group, Inc. (MO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MO | S (partial) | 12/11/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | MO0.98 | PartialPartial sale | Joint | Dec 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | berkshire Hathaway Inc. New (bRK.b) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 12/22/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | BRK-B0.95 | BuyBuy | Joint | Dec 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | brooks Automation, Inc. (bRKS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 12/02/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Dec 2, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 4 | JT | Castle biosciences, Inc. - Common stock (CSTL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CSTL | P | 12/21/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | CSTL0.98 | BuyBuy | Joint | Dec 21, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | 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 | 12/11/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Dec 11, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | JT | CMC Materials, Inc. (CCMP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CCMP | S | 12/02/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Dec 2, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | JT | Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CTSH | P | 12/16/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | CTSH0.98 | BuyBuy | Joint | Dec 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | dassault Systemes, S.A. American depositary Shares (dASTY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 12/03/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Dec 3, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 9 | JT | deere & Company (dE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 12/16/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | DE0.98 | BuyBuy | Joint | Dec 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | dexCom, Inc. (dXCM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 12/24/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | DXCM0.98 | PartialPartial sale | Joint | Dec 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Fomento Economico Mexicano S.A.b. de C.V. (FMX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | FMX | S (partial) | 12/11/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | FMX0.98 | PartialPartial sale | Joint | Dec 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | 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) | 12/09/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | PartialPartial sale | Joint | Dec 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | ICU Medical, Inc. (ICUI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ICUI | S (partial) | 12/21/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | ICUI0.98 | PartialPartial sale | Joint | Dec 21, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Infineon Technologies AG (IFNNY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | IFNNY | S (partial) | 12/03/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | IFNNY0.98 | PartialPartial sale | Joint | Dec 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | 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 | 12/08/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | MEDP0.98 | BuyBuy | Joint | Dec 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Morgan Stanley (MS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MS | P | 12/16/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | MS0.98 | BuyBuy | Joint | Dec 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Phreesia, Inc. (PHR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PHR | S (partial) | 12/21/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | PHR0.98 | PartialPartial sale | Joint | Dec 21, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Regeneron Pharmaceuticals, Inc. (REGN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | REGN | S | 12/11/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | REGN0.98 | SellSell | Joint | Dec 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | 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 | 12/11/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Dec 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | 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) | 12/02/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | SITE0.98 | PartialPartial sale | Joint | Dec 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | United Parcel Service, Inc. (UPS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | UPS | P | 12/15/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | UPS0.98 | BuyBuy | Joint | Dec 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Veracyte, Inc. (VCYT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | VCYT | S (partial) | 12/08/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | VCYT0.98 | PartialPartial sale | Joint | Dec 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Viatris Inc. (VTRS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | VTRS | S | 12/14/2020 | 01/05/2021 | $1,001 - $15,000 | 1.00 | VTRS0.98 | SellSell | Joint | Dec 14, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |