Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 10, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 59
- 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
- 2104
row 15: 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 · 59
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 | Air Products and Chemicals, Inc. (APd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 02/09/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | APD0.98 | PartialPartial sale | Joint | Feb 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Airbnb, Inc. - Class A (AbNb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 02/16/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | ABNB0.98 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Alibaba Group Holding Limited American depositary Shares each representing eight Ordinary share (bAbA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 02/16/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | BABA0.98 | PartialPartial sale | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Alibaba Group Holding Limited American depositary Shares each representing eight Ordinary share (bAbA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | BABA0.98 | PartialPartial sale | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Alibaba Group Holding Limited American depositary Shares each representing eight Ordinary share (bAbA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 02/25/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | BABA0.98 | PartialPartial sale | Joint | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Ally Financial Inc. (ALLY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management | filing_status: New | ALLY | P | 02/05/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | ALLY0.98 | BuyBuy | Joint | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | 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 | P | 02/17/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Feb 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | 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 | 02/11/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | MO0.98 | SellSell | Joint | Feb 11, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | 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 | — | P | 02/22/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Joint | Feb 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | boston beer Company, Inc. (SAM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SAM | P | 02/16/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | SAM0.98 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | 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 | P | 02/09/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | SCHW0.98 | BuyBuy | Joint | Feb 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | CoStar Group, Inc. (CSGP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CSGP | S | 02/05/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | CSGP0.98 | SellSell | Joint | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Cree, Inc. (CREE) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CREE | P | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | darden Restaurants, Inc. (dRI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management | filing_status: New | — | P | 02/05/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | DRI0.98 | BuyBuy | Joint | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Elastic N.V. Ordinary Shares (ESTC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ESTC | P | 02/25/2021 | 03/05/2021 | $1,001 - $15,000 | 0.70 | ESTC0.98 | BuyBuy | Joint | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 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 | — | S (partial) | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | EBS0.98 | PartialPartial sale | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Equinix, Inc. (EQIX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | EQIX | S | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | EQIX0.98 | SellSell | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Freeport-McMoRan, Inc. (FCX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | FCX | P | 02/16/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | FCX0.98 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | GrubHub Inc. (GRUb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S | 02/12/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Feb 12, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 20 | 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) | 02/09/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | PartialPartial sale | Joint | Feb 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | 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) | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | PartialPartial sale | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | HubSpot, Inc. (HUbS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 02/24/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | HUBS0.98 | BuyBuy | Joint | Feb 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Intuitive Surgical, Inc. (ISRG) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ISRG | S (partial) | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | ISRG0.98 | PartialPartial sale | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Linde plc Ordinary Share (LIN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | LIN | S (partial) | 02/03/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | LIN0.98 | PartialPartial sale | Joint | Feb 3, 2021 | $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 | 02/04/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Feb 4, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | JT | lululemon athletica inc. (LULU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | LULU | S (partial) | 02/09/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | LULU0.98 | PartialPartial sale | Joint | Feb 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | MercadoLibre, Inc. (MELI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MELI | P | 02/16/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | MELI0.98 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | 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) | 02/25/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account | filing_status: New | MSFT | P | 02/12/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $145; Expires 07/16/2021. | filing_status: New | MSFT | S | 02/12/2021 | 03/05/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 31 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $160; Expires 06/18/2021. | filing_status: New | MSFT | S | 02/12/2021 | 03/05/2021 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2021 | $250,001 - $500,000mid $375K | Option | not modelled |
| 32 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $160; Expires 06/18/2021. | filing_status: New | MSFT | S | 02/12/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 33 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $150; Expires 06/18/2021. | filing_status: New | MSFT | S | 02/12/2021 | 03/05/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Feb 12, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 34 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $150; Expires 03/19/2021. | filing_status: New | MSFT | P | 02/12/2021 | 03/05/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 35 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $145; Expires 03/19/2021. | filing_status: New | MSFT | P | 02/12/2021 | 03/05/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 36 | JT | Microsoft Corporation (MSFT) [OP] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account d ESCRIPTION : Call options; Strike Price $160; Expires 02/19/2021. | filing_status: New | MSFT | P | 02/12/2021 | 03/05/2021 | $250,001 - $500,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Feb 12, 2021 | $250,001 - $500,000mid $375K | Option | not modelled |
| 37 | JT | Microsoft Corporation (MSFT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management Active Assets Account | filing_status: New | MSFT | S (partial) | 02/12/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 12, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 38 | JT | Mongodb, Inc. - Class A (Mdb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 02/25/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | MDB0.95 | BuyBuy | Joint | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | 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 | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | MS0.98 | BuyBuy | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Netflix, Inc. (NFLX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | NFLX | S (partial) | 02/25/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Joint | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | 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 | 02/26/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | OCFC0.98 | BuyBuy | Joint | Feb 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Ollie's bargain Outlet Holdings, Inc. (OLLI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | OLLI | S (partial) | 02/25/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | OLLI0.98 | PartialPartial sale | Joint | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Performance Food Group Company (PFGC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management | filing_status: New | PFGC | P | 02/05/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | PFGC0.98 | BuyBuy | Joint | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Philip Morris International Inc (PM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PM | S | 02/11/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | PM0.98 | SellSell | Joint | Feb 11, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 45 | JT | Proofpoint, Inc. (PFPT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PFPT | S (partial) | 02/26/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Feb 26, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | 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 | 02/24/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | ROP0.98 | SellSell | Joint | Feb 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | S&P Global Inc. (SPGI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SPGI | S (partial) | 02/10/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | SPGI0.98 | PartialPartial sale | Joint | Feb 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | 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 | 02/12/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Feb 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SHOP | P | 02/17/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | SHOP0.98 | BuyBuy | Joint | Feb 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Silicon Laboratories, Inc. (SLAb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 02/26/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | SLAB0.98 | PartialPartial sale | Joint | Feb 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Synchrony Financial (SYF) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Portfolio Management | filing_status: New | SYF | P | 02/05/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | SYF0.98 | BuyBuy | Joint | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TSM | S (partial) | 02/03/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | TSM0.98 | PartialPartial sale | Joint | Feb 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Tapestry, Inc. (TPR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TPR | P | 02/16/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | TPR0.98 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | The blackstone Group Inc. Class A (bX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | BX0.98 | BuyBuy | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Twilio Inc. Class A (TWLO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TWLO | P | 02/24/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | TWLO0.98 | BuyBuy | Joint | Feb 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Uber Technologies, Inc. (UbER) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 02/16/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | 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 | 02/22/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | WSC0.98 | SellSell | Joint | Feb 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | 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) | 02/08/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | WSC0.98 | PartialPartial sale | Joint | Feb 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | 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 | 02/23/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | Z0.98 | BuyBuy | Joint | Feb 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |