Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 20, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 20
- 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
- 2110
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 · 20
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 | Advanced Micro devices, Inc. (AMd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | P | 08/04/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Joint | Aug 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | 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 | 08/04/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | BKNG0.98 | BuyBuy | Joint | Aug 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Endava plc American depositary Shares (dAVA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 08/20/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | DAVA0.98 | PartialPartial sale | Joint | Aug 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | 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 | 08/20/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | HALO0.98 | BuyBuy | Joint | Aug 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | 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 10/15/21 | filing_status: New | MSFT | P | 08/16/2021 | 09/13/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 16, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 6 | 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 10/15/21 | filing_status: New | MSFT | P | 08/16/2021 | 09/13/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 16, 2021 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 7 | 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 11/19/21 | filing_status: New | MSFT | P | 08/16/2021 | 09/13/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 16, 2021 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 8 | 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 3/18/22 | filing_status: New | MSFT | S | 08/16/2021 | 09/13/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 16, 2021 | $500,001 - $1,000,000mid $750K | Option | not modelled |
| 9 | 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 3/18/22 | filing_status: New | MSFT | S | 08/16/2021 | 09/13/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 16, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not 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 3/18/22 | filing_status: New | MSFT | S | 08/16/2021 | 09/13/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 16, 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 3/18/22 | filing_status: New | MSFT | S | 08/16/2021 | 09/13/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 16, 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 $160; Expires 1/21/22 | filing_status: New | MSFT | S | 08/16/2021 | 09/13/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 16, 2021 | $500,001 - $1,000,000mid $750K | 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 $160; Expires 9/17/21 | filing_status: New | MSFT | P | 08/16/2021 | 09/13/2021 | $500,001 - $1,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 16, 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 $150; Expires 9/17/21 | filing_status: New | MSFT | P | 08/16/2021 | 09/13/2021 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Aug 16, 2021 | $1,000,001 - $5,000,000mid $3M | Option | not modelled |
| 15 | JT | Norfolk Southern Corporation (NSC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | NSC | S (partial) | 08/05/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Joint | Aug 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Pinterest, Inc. Class A (PINS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PINS | S | 08/27/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | PINS0.98 | SellSell | Joint | Aug 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Pinterest, Inc. Class A (PINS) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PINS | S (partial) | 08/02/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | PINS0.98 | PartialPartial sale | Joint | Aug 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Syneos Health, Inc. - Class A (SYNH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SYNH | S (partial) | 08/20/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Aug 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | JT | Tencent Holdings Limited Unsponsored AdR Representing b Shares (TCEHY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TCEHY | P | 08/09/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | BuyBuy | Joint | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Wayfair Inc. Class A (W) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | W | S (partial) | 08/02/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | W0.98 | PartialPartial sale | Joint | Aug 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |