Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 15, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 31
- 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
- 2107
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 · 31
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 | 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 | 05/28/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | May 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | 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 | — | S (partial) | 05/20/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | BBVA0.98 | PartialPartial sale | Joint | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | 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 | S (partial) | 05/27/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | CVNA0.98 | PartialPartial sale | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | 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 | 05/28/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | DE0.98 | BuyBuy | Joint | May 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | discovery, Inc. - Series A (dISCA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 05/18/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | May 18, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 6 | 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 | S | 05/26/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | ENPH0.98 | SellSell | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Facebook, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 05/28/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | META0.92 | BuyBuy | Joint | May 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | 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 | 05/18/2021 | 06/04/2021 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 18, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | 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 | 05/18/2021 | 06/04/2021 | $100,001 - $250,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 18, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 10 | 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 10/15/2021 | filing_status: New | MSFT | S | 05/18/2021 | 06/04/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 18, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 11 | 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 10/15/2021 | filing_status: New | MSFT | S | 05/18/2021 | 06/04/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 18, 2021 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 12 | 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 11/19/2021 | filing_status: New | MSFT | S | 05/18/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 18, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 13 | 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 11/19/2021 | filing_status: New | MSFT | S | 05/18/2021 | 06/04/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 18, 2021 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 14 | 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 7/16/2021 | filing_status: New | MSFT | P | 05/18/2021 | 06/04/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 18, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 15 | 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 | P | 05/18/2021 | 06/04/2021 | $250,001 - $500,000 | 0.70 | MSFT0.98 | BuyBuy | Joint | May 18, 2021 | $250,001 - $500,000mid $375K | Option | Reviewnot modelled |
| 16 | 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 | P | 05/18/2021 | 06/04/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | May 18, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 17 | 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 9/17/2021 | filing_status: New | MSFT | S | 05/18/2021 | 06/04/2021 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 18, 2021 | $250,001 - $500,000mid $375K | Option | not modelled |
| 18 | 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 9/17/2021 | filing_status: New | MSFT | S | 05/18/2021 | 06/04/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 18, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 19 | 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) | 05/18/2021 | 06/04/2021 | $100,001 - $250,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | May 18, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 20 | JT | Oracle Corporation (ORCL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ORCL | P | 05/19/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | ORCL0.98 | BuyBuy | Joint | May 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PYPL | S (partial) | 05/28/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | May 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | PayPal Holdings, Inc. (PYPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PYPL | S (partial) | 05/27/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | PYPL0.98 | PartialPartial sale | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TLK | P | 05/21/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | TLK0.98 | BuyBuy | Joint | May 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | PT Telekomunikasi Indonesia, Tbk (TLK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TLK | P | 05/20/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | TLK0.98 | BuyBuy | Joint | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | 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 (partial) | 05/17/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | May 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Revolve Group, Inc. Class A (RVLV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | RVLV | P | 05/13/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | RVLV0.98 | BuyBuy | Joint | May 13, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Seagen Inc. (SGEN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SGEN | S (partial) | 05/17/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | May 17, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | 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) | 05/13/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | SITE0.98 | PartialPartial sale | Joint | May 13, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | 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 | 05/10/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | TTD0.98 | SellSell | Joint | May 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Trane Technologies plc (TT) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TT | P | 05/12/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Joint | May 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Verisk Analytics, Inc. (VRSK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | VRSK | P | 05/12/2021 | 06/04/2021 | $1,001 - $15,000 | 1.00 | VRSK0.98 | BuyBuy | Joint | May 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |