Official filing metadata
- Filer (as printed)
- Hon. Josh Gottheimer
- Office (as printed)
- NJ05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 10, 2022
- Filing year
- 2022
- 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
- 2768
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 | Affirm Holdings, Inc. - Class A (AFRM) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | AFRM | S (partial) | 12/28/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | AFRM0.98 | PartialPartial sale | Joint | Dec 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | 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 | — | P | 12/06/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | APD0.98 | BuyBuy | Joint | Dec 6, 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 | 12/08/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | BABA0.98 | SellSell | Joint | Dec 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Apple Inc. (AAPL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | AAPL | P | 12/14/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Dec 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Azenta, Inc. (AZTA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | AZTA | S (partial) | 12/15/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | AZTA0.98 | PartialPartial sale | Joint | Dec 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Azenta, Inc. (AZTA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | AZTA | S (partial) | 12/03/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | AZTA0.98 | PartialPartial sale | Joint | Dec 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | balchem Corporation (bCPC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 12/02/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | BCPC0.98 | PartialPartial sale | Joint | Dec 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | 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) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | BIIB0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Capital One Financial Corporation (COF) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | COF | S (partial) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | COF0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | ChemoCentryx, Inc. (CCXI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CCXI | P | 12/02/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Dec 2, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | JT | Crown Castle International Corp. (CCI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | CCI | P | 12/06/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | CCI0.98 | BuyBuy | Joint | Dec 6, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | ENN Energy Holdings Ltd Unsponsored AdR (XNGSY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | XNGSY | P | 12/21/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | XNGSY0.98 | BuyBuy | Joint | Dec 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | HealthEquity, Inc. (HQY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | HQY | S (partial) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | HQY0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Intra-Cellular Therapies Inc. (ITCI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | ITCI | P | 12/21/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Dec 21, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | JT | Itau Unibanco banco Holding SA American depositary Shares (ITUb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S | 12/21/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | ITUB0.98 | SellSell | Joint | Dec 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Match Group, Inc. (MTCH) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MTCH | S (partial) | 12/01/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | MTCH0.98 | PartialPartial sale | Joint | Dec 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Meta Platforms, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 12/02/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | META0.95 | PartialPartial sale | Joint | Dec 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Meta Platforms, Inc. - Class A (Fb) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | — | S (partial) | 12/29/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | META0.95 | PartialPartial sale | Joint | Dec 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | 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) | 12/06/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Dec 6, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Minerals Technologies Inc. (MTX) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | MTX | P | 12/15/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | MTX0.98 | BuyBuy | Joint | Dec 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | 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 | S (partial) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | NCLTY0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 22 | 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) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | OLLI0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | 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 | S (partial) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | CSPCY0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 24 | JT | Phreesia, Inc. (PHR) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | PHR | P | 12/15/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | PHR0.98 | BuyBuy | Joint | Dec 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | 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) | 12/28/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | PNGAY0.98 | PartialPartial sale | Joint | Dec 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Skyline Champion Corporation (SKY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | SKY | S (partial) | 12/02/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | SKY0.98 | PartialPartial sale | Joint | Dec 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | 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) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | SNAP0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | 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 | S (partial) | 12/28/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | TCEHY0.98 | PartialPartial sale | Joint | Dec 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Verizon Communications Inc. (VZ) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | VZ | S (partial) | 12/09/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | VZ0.98 | PartialPartial sale | Joint | Dec 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | XP Inc. - Class A (XP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | XP | P | 12/22/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | XP0.98 | BuyBuy | Joint | Dec 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | XP Inc. - Class A (XP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Select UMA Account # 1 | filing_status: New | XP | P | 12/21/2021 | 01/04/2022 | $1,001 - $15,000 | 1.00 | XP0.98 | BuyBuy | Joint | Dec 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |