Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 13, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 32
- 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
- 2111
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 · 32
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 | Adyen N V Unsponsored AdR (AdYEY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : AdR Stock | filing_status: New | — | S (partial) | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ADYEY0.98 | PartialPartial sale | Joint | Sep 2, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 2 | JT | Adyen N V Unsponsored AdR (AdYEY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : AdR Stock | filing_status: New | — | S (partial) | 09/01/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ADYEY0.98 | PartialPartial sale | Joint | Sep 1, 2021 | $1,001 - $15,000mid $8K | Other | not 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) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | BABA0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | 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 : AdR Stock | filing_status: New | ALIZY | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ALIZY0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 5 | 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 | 09/28/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | BuyBuy | Joint | Sep 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | bHP Group Limited American depositary Shares (bHP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | BHP0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | biogen Inc. (bIIb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | BIIB0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | 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 | S (partial) | 09/01/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Covetrus, Inc. (CVET) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CVET | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | 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 | S | 09/01/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | 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) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | EBS0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | 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) | 09/24/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | DAVA0.98 | PartialPartial sale | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | FedEx Corporation (FdX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | FDX0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Intuit Inc. (INTU) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | INTU | P | 09/29/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | INTU0.98 | BuyBuy | Joint | Sep 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | L'Oreal Co. American depositary Shares (LRLCY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | LRLCY | P | 09/16/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | LRLCY0.98 | BuyBuy | Joint | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | McKesson Corporation (MCK) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MCK | S (partial) | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | MCK0.98 | PartialPartial sale | Joint | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | 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 | 09/20/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | MELI0.98 | BuyBuy | Joint | Sep 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | 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 | 09/13/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | MDB0.95 | BuyBuy | Joint | Sep 13, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Nintendo Co Ltd AdR (NTdOY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 09/15/2021 | 10/07/2021 | $15,001 - $50,000 | 1.00 | NTDOY0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | JT | Nitori Holdings Co. Ltd AdR (NCLTY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : AdR Stock | filing_status: New | NCLTY | P | 09/17/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | NCLTY0.98 | BuyBuy | Joint | Sep 17, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 21 | 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) | 09/01/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Joint | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Pharmaceutical GRP LTd (CSPCY) [OT] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 L OCATION : US d ESCRIPTION : AdR Stock | filing_status: New | CSPCY | P | 09/17/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | BuyBuy | Joint | Sep 17, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 23 | JT | Sonova Holding AG Unsponsored AdR (SONVY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SONVY | S (partial) | 09/17/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SONVY0.98 | PartialPartial sale | Joint | Sep 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Sonova Holding AG Unsponsored AdR (SONVY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SONVY | S (partial) | 09/16/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SONVY0.98 | PartialPartial sale | Joint | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | SPX Corporation (SPXC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SPXC | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SPXC0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | SS&C Technologies Holdings, Inc. (SSNC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SSNC | S (partial) | 09/21/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SSNC0.98 | PartialPartial sale | Joint | Sep 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | 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 | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | 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 | 09/01/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Joint | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Twitter, Inc. (TWTR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | TWTR | S | 09/13/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Sep 13, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | 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 | — | S (partial) | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | UBER0.98 | PartialPartial sale | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | 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 | 09/29/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | W0.98 | SellSell | Joint | Sep 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | 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 | S | 09/15/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | Z0.98 | SellSell | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |