Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 15, 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
- 2108
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 | Allianz SE AdR (ALIZY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : Publicly traded stock | filing_status: New | ALIZY | P | 06/10/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | ALIZY0.98 | BuyBuy | Joint | Jun 10, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 2 | 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 | 06/09/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Jun 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | AtriCure, Inc. (ATRC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ATRC | S (partial) | 06/08/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | ATRC0.98 | PartialPartial sale | Joint | Jun 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | 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 | — | S (partial) | 06/24/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | BRK-B0.95 | PartialPartial sale | Joint | Jun 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | biogen Inc. (bIIb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 06/08/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | BIIB0.98 | BuyBuy | Joint | Jun 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | 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 | — | S (partial) | 06/08/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | BOOT0.98 | PartialPartial sale | Joint | Jun 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Coca-Cola Company (KO) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | KO | S | 06/24/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | KO0.98 | SellSell | Joint | Jun 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | 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 | S (partial) | 06/15/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | CTSH0.98 | PartialPartial sale | Joint | Jun 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | devon Energy Corporation (dVN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S | 06/24/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | DVN0.98 | SellSell | Joint | Jun 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | 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 | 06/15/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Jun 15, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 11 | JT | Etsy, Inc. (ETSY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ETSY | S (partial) | 06/15/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | ETSY0.98 | PartialPartial sale | Joint | Jun 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | 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) | 06/03/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Jun 3, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | JT | Lam Research Corporation (LRCX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | LRCX | P | 06/09/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | LRCX0.98 | BuyBuy | Joint | Jun 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Matador Resources Company (MTdR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 06/24/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | MTDR0.98 | BuyBuy | Joint | Jun 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | 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 | 06/22/2021 | 07/12/2021 | $50,001 - $100,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Jun 22, 2021 | $50,001 - $100,000mid $75K | Stock | 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 9/17/2021 | filing_status: New | MSFT | S | 06/22/2021 | 07/12/2021 | $15,001 - $50,000 | 1.00 | MSFT0.98 | SellSell | Joint | Jun 22, 2021 | $15,001 - $50,000mid $32.5K | 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 $150 | filing_status: New | MSFT | S | 06/22/2021 | 07/12/2021 | $15,001 - $50,000 | 1.00 | MSFT0.98 | SellSell | Joint | Jun 22, 2021 | $15,001 - $50,000mid $32.5K | Option | not modelled |
| 18 | JT | Ping An Insurance (PNGAY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PNGAY | S (partial) | 06/15/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | PartialPartial sale | Joint | Jun 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Progressive Corporation (PGR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PGR | P | 06/24/2021 | 07/12/2021 | $15,001 - $50,000 | 1.00 | PGR0.98 | BuyBuy | Joint | Jun 24, 2021 | $15,001 - $50,000mid $32.5K | 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 | 06/24/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | SITE0.98 | SellSell | Joint | Jun 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Snap Inc. Class A (SNAP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SNAP | S (partial) | 06/08/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | SNAP0.98 | PartialPartial sale | Joint | Jun 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Stifel Financial Corporation (SF) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SF | S (partial) | 06/08/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | SF0.98 | PartialPartial sale | Joint | Jun 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Tesla, Inc. (TSLA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TSLA | S (partial) | 06/04/2021 | 07/12/2021 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Joint | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |