Democrat · House NJ05
Wikipedia biography ↗Years Elected: About 9.8Rank: #62
Federal elected service; earlier service not yet verified.
2.88%
Cumulative estimated return
SPY: 13.01%
Outperformance: -10.13 percentage points
2025-10-24 – 2026-10-26
52.51%
Cumulative estimated return
SPY: 85.52%
Outperformance: -33.01 percentage points
2023-10-26 – 2026-10-26
56.32%
Cumulative estimated return
SPY: 67.86%
Outperformance: -11.54 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 2760 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| ASML | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1526.14Nov 2, 2026 | Unavailable |
| ASAZY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ATLKY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ATRC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $59.88Nov 2, 2026 | Unavailable |
| AZO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $3253.01Nov 2, 2026 | Unavailable |
| AVNT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $43.45Nov 2, 2026 | Unavailable |
| BCPC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $174.60Nov 2, 2026 | Unavailable |
| BBVA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRK.B | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $556.11Nov 2, 2026 | Unavailable |
| BHP | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| BCRX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $8.24Nov 2, 2026 | Unavailable |
| BLK | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $1167.15Nov 2, 2026 | Unavailable |
| BX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $120.14Nov 2, 2026 | Unavailable |
| XYZ | Joint | None | Unavailable | Unavailable | $77.08Nov 2, 2026 | Unavailable |
| BKNG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $153.75Nov 2, 2026 | Unavailable |
| BOOT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $137.32Nov 2, 2026 | Unavailable |
| AVGO | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $322.23Nov 2, 2026 | Unavailable |
| CNI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $126.79Nov 2, 2026 | Unavailable |
| CVNA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $72.00Nov 2, 2026 | Unavailable |
| CATY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $65.57Nov 2, 2026 | Unavailable |
| CBZ | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $54.98Oct 30, 2026 | Unavailable |
| CENTA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SKY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $88.70Nov 2, 2026 | Unavailable |
| CHX | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SCHW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $88.71Nov 2, 2026 | Unavailable |
| GTLS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVX | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $227.77Nov 2, 2026 | Unavailable |
| CHRD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $147.39Nov 2, 2026 | Unavailable |
| CB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $368.98Nov 2, 2026 | Unavailable |
| CHGCY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CINF | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $101.61Nov 2, 2026 | Unavailable |
| NET | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $265.17Nov 2, 2026 | Unavailable |
| KO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CNS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $74.38Nov 2, 2026 | Unavailable |
| COLB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $31.24Nov 2, 2026 | Unavailable |
| COP | Joint | None | Unavailable | Unavailable | $146.84Nov 2, 2026 | Unavailable |
| GLW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $123.20Nov 2, 2026 | Unavailable |
| BAP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $350.98Nov 2, 2026 | Unavailable |
| CRNX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $87.03Nov 2, 2026 | Unavailable |
| CSW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $287.03Nov 2, 2026 | Unavailable |
| DHI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $152.93Nov 2, 2026 | Unavailable |
| DASTY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DBSDY | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DEO | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| DSCSY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| D | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $67.72Nov 2, 2026 | Unavailable |
| DASH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $190.07Nov 2, 2026 | Unavailable |
| DCO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $163.65Nov 2, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST] | joint | 3034.653865960420804826013389 | 1043647.81 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ameris Bancorp (ABCB) [ST] | joint | 107.7218257708361384138952471 | 8907.52 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST] | joint | 34.40631316389283103255493915 | 5950.92 |
| Agree Realty Corporation Common Stock (ADC) [ST] | joint | 0.6743698259359107861413631 | 45.45 |
| Analog Devices, Inc. - Common Stock (ADI) [ST] | joint | 19.31041973401559218942337863 | 7877.30 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST] | joint | 38.21225581506424034006782252 | 8449.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST] | joint | 293.9199118295371050698016165 | 10830.95 |
| Morgan Stanley - Select UMA Account # 1 ⇒ AAR Corp. (AIR) [ST] | joint | 177.3946784922394678492239468 | 17267.60 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST] | joint | 303.2789992418498862774829416 | 9801.98 |
| Advanced Micro Devices, Inc. (AMD) [ST] | joint | 72.63141902934230099561490814 | 38587.62 |
| Morgan Stanley - Active Asset Account # 3 ⇒ Amazon.com, Inc. (AMZN) [ST] | joint | 758.1687028853652196516766311 | 188852.24 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | joint | 61.05853621308097382278867435 | 10822.01 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Artivion, Inc. (AORT) [ST] | joint | 175.4110940583205437404078053 | 4030.95 |
| Air Products and Chemicals, Inc. Common Stock (APD) [ST] | joint | 61.33867185909780791119157912 | 18752.46 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST] | joint | 118.4031374870504661832174042 | 8912.20 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | joint | 11.87334896559912142708735271 | 3095.86 |
| Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST] | joint | 34.38856651622609069417580056 | 7370.16 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST] | joint | 275.4993112947658402203856749 | 8763.63 |
| Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | joint | 7.478081244274951862860561195 | 11896.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. (ATRC) [ST] | joint | 202.2371081900910010111223458 | 12352.64 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | joint | 93.90494076856399884426466339 | 30910.69 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Avient Corporation (AVNT) [ST] | joint | 256.0979513444302176696542894 | 10571.72 |
| Morgan Stanley - Select UMA Account # 1 ⇒ AutoZone, Inc. (AZO) [ST] | joint | 2.358985699542975084770750405 | 7525.33 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Boeing Company (BA) [ST] | joint | 24.55949165029469548133595285 | 4624.80 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Credicorp Ltd. Common Stock (BAP) [ST] | joint | 27.87630662020905923344947735 | 10426.30 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Balchem Corporation (BCPC) [ST] | joint | 52.16810119979134063641105895 | 8900.92 |
| Morgan Stanley - Select UMA Account # 1 ⇒ BioCryst Pharmaceuticals, Inc. (BCRX) [ST] | joint | 1025.705128205128205128205128 | 8082.56 |
| Morgan Stanley - Select UMA Account # 1 ⇒ BlackRock, Inc. (BLK) [ST] | joint | 30.36465048489265093334828185 | 34241.00 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Boot Barn Holdings, Inc. (BOOT) [ST] | joint | 45.33631778772595908653028843 | 5176.50 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 30.50608692736657586217957316 | 16734.42 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST] | joint | 51.90411314389516024393408590 | 6179.70 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cathay General Bancorp (CATY) [ST] | joint | 165.3337466418681545773920231 | 10700.40 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chubb Limited Common Stock (CB) [ST] | joint | 25.63276944764834038190439575 | 9144.23 |
| CBIZ, Inc. Common Stock (CBZ) [ST] | joint | 282.9031117397454031117397454 | 15517.24 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST] | joint | 86.30528586839266450916936354 | 13476.57 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) [ST] | joint | 198.9988978692138133725202057 | 35284.49 |
| Cummins Inc. Common Stock (CMI) [ST] | joint | 14.79792841949505225191898641 | 7726.44 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST] | joint | 80.93576125442589782498735458 | 9977.76 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cohen & Steers Inc (CNS) [ST] | joint | 127.4370818732080280344058617 | 9065.87 |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | joint | 150.9243538954914167138275797 | 8420.82 |
| Columbia Banking System, Inc. - Common Stock (COLB) [ST] | joint | 0.5111487349859442882698696 | 15.88 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | joint | 945.7818411097099621689785624 | 75511.22 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | joint | 38.69275039899405136141606616 | 10130.92 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. (CSCO) [ST] | joint | 421.9200311566921978449954563 | 46512.46 |
| Morgan Stanley - Select UMA Account # 1 ⇒ CSW Industrials, Inc. Common Stock (CSW) [ST] | joint | 27.25615780329097536878683610 | 8144.69 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Chevron Corporation (CVX) [ST] | joint | 213.2438816350633160553769438 | 49474.71 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Dominion Energy, Inc. (D) [ST] | joint | 554.7107014848950332821300563 | 36111.67 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Delta Air Lines, Inc. (DAL) [ST] | joint | 555.7541039671682626538987688 | 43993.49 |
| Morgan Stanley - Select UMA Account # 1 ⇒ DoorDash, Inc. - Common Stock (DASH) [ST] | joint | 35.32541504768632991875662310 | 5950.21 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST] | joint | 84.10070429937979606853779039 | 13752.15 |
| Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | joint | 55.54745539123793654099840311 | 8138.81 |
| Dollar Tree, Inc. - Common Stock (DLTR) [ST] | joint | 186.2326439648244893004625846 | 23264.18 |
| Darden Restaurants, Inc. Common Stock (DRI) [ST] | joint | 9.8078576942769357476362603 | 2091.53 |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST] | joint | 91.26739676020990189368012777 | 8649.41 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group Corp. Common Stock (EPAC) [ST] | joint | 13.08838912133891213389121339 | 461.89 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | joint | 25.11852061159775203290320555 | 9342.08 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST] | joint | 809.8803887366060304011961126 | 42494.42 |
| Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | joint | 116.4556040756914119359534207 | 7588.25 |
| FedEx Corporation (FdX) [ST] | joint | 0.25465364945952702484460161 | 76.54 |
| Fabrinet Ordinary Shares (FN) [ST] | joint | 8.06589562735554251436177395 | 2623.35 |
| Federal Signal Corporation Common Stock (FSS) [ST] | joint | 68.01411204624670577233698886 | 7763.13 |
| First Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST] | joint | 704.2693661971830985915492958 | 7789.22 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Glacier Bancorp, Inc. (GBCI) [ST] | joint | 181.6231555051078320090805902 | 8899.53 |
| GE Vernova Inc. Common Stock (GEV) [ST] | joint | 10.84769433107805784171491329 | 9270.66 |
| Gilead Sciences, Inc. - Common Stock (GILD) [ST] | joint | 56.75320990281620202880045400 | 9006.17 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST] | joint | 371.1797624486066697121973504 | 47414.50 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - American Depositary Shares (GMAB) [ST] | joint | 259.7564935064935064935064935 | 11607.22 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST] | joint | 91.63326079486885809185660291 | 7498.35 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | joint | 239.0073295092415551306564691 | 75093.71 |
| Goldman Sachs Group, Inc. (GS) [ST] | joint | 19.00264790578414176529452501 | 16974.69 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | joint | 372.6362366092221704704238472 | 9494.77 |
| Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | joint | 7.928744859025816361924582528 | 10764.06 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Halozyme Therapeutics, Inc. (HALO) [ST] | joint | 118.8781575037147102526002972 | 15217.59 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST] | joint | 45.92973190194615075492278546 | 6026.44 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST] | joint | 791.3452027695351137487636004 | 8071.72 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST] | joint | 173.2459939367691641403204851 | 8054.21 |
| Morgan Stanley - Select UMA Account # 1 ⇒ HealthEquity, Inc. (HQY) [ST] | joint | 87.33216897718589673616417422 | 9060.71 |
| Intercontinental Exchange Inc. Common Stock (ICE) [ST] | joint | 45.69103369503141062250142776 | 7312.85 |
| Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST] | joint | 56.07696081867246092381019135 | 9306.53 |
| Morgan Stanley - Select UMA Account # 1 ⇒ IDACORP, Inc. (IDA) [ST] | joint | 63.21507585335018963337547408 | 8863.39 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Independent Bank Corp. (INDB) [ST] | joint | 109.4759168035030103995621237 | 9163.13 |
| Intapp, Inc. - Common Stock (INTA) [ST] | joint | 378.9909995262908574135480815 | 17869.43 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Independence Realty Trust, Inc. Common Stock (IRT) [ST] | joint | 457.6945080091533180778032037 | 6837.96 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. (ISRG) [ST] | joint | 14.12617416484214986934105516 | 6379.80 |
| Morgan Stanley - Select UMA Account # 1 ⇒ ITT Inc. (ITT) [ST] | joint | 46.10973430926171402224655639 | 8797.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Linde plc Ordinary Share (LIN) [ST] | joint | 18.76333872745608480499073618 | 9523.52 |
| Lumentum Holdings Inc. - Common Stock (LITE) [ST] | joint | 8.449149857429506811701341219 | 6912.25 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company (LLY) [ST] | joint | 100.0307068150519224327241598 | 127953.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST] | joint | 48.10594672599362636041128014 | 7731.11 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST] | joint | 134.7673743572731796317797313 | 26713.59 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lam Research Corporation (LRCX) [ST] | joint | 46.73735249445028624839350391 | 11100.12 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | joint | 56.93052830717488789237668161 | 34926.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation (MCK) [ST] | joint | 9.753257994124029306708603055 | 9683.72 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Medpace Holdings, Inc. (MEDP) [ST] | joint | 14.24463633935725095700169144 | 9640.34 |
| Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. (MELI) [ST] | joint | 3.971930138115238350560503609 | 6628.04 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | joint | 617.3415746337620627490190731 | 389270.90 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation (MFC) [ST] | joint | 220.5209481808158765159867696 | 9846.26 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST] | joint | 365.4865235267245317496573778 | 9670.77 |
| Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | joint | 0.23699004372129444486680916 | 119.42 |
| Monster Beverage Corporation - Common Stock (MNST) [ST] | joint | 361.4124505991337064086755825 | 16783.99 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | joint | 67.61176371165384940420856926 | 9506.89 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | joint | 37355.49076708249594017245192 | 19895534.38 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST] | joint | 188.5131950989632422243166824 | 11327.76 |
| Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology Solutions Holdings, Inc. (MTSI) [ST] | joint | 46.71006539000467071461933676 | 11377.64 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Minerals Technologies Inc. (MTX) [ST] | joint | 131.2633305988515176374077112 | 8182.96 |
| Micron Technology, Inc. - Common Stock (MU) [ST] | joint | 10.49796614617504264532213620 | 9487.01 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | joint | 346.6350255972696245733788396 | 22149.98 |
| Morgan Stanley - Select UMA Account # 1 ⇒ National Health Investors, Inc. (NHI) [ST] | joint | 104.7597224040853738378944612 | 7067.09 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | joint | 56.99742200242016099331825117 | 32226.91 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Novanta Inc. - Common Shares (NOVT) [ST] | joint | 67.23674258341037061937977981 | 9683.44 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation (NSC) [ST] | joint | 112.5675394846217788861180382 | 37596.43 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Natera, Inc. - Common Stock (NTRA) [ST] | joint | 34.92295604347636300144048191 | 14140.30 |
| Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation (NVDA) [ST] | joint | 402.1474530831099195710455764 | 86863.85 |
| Morgan Stanley - Select UMA Account # 1 ⇒ NorthWestern Corporation (NWE) [ST] | joint | 123.9618841028819336845367214 | 9724.81 |
| Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST] | joint | 445.7103064066852367688022284 | 7345.31 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation (ORCL) [ST] | joint | 41.04714996665127494741162588 | 5174.40 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM) [ST] | joint | 233.9327485380116959064327485 | 6433.15 |
| Palo Alto Networks, Inc. (PANW) [ST] | joint | 56.18683252058309753508379852 | 21938.71 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Patrick Industries, Inc. (PATK) [ST] | joint | 73.78493036982384948814903624 | 5198.89 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. (PAYX) [ST] | joint | 289.7174184346585844178998039 | 33520.31 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) [ST] | joint | 142.7213244335148427893904795 | 32718.86 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services Corporation (PRIM) [ST] | joint | 64.44739809892057354599645561 | 4286.40 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | joint | 462.4566473988439306358381503 | 5799.21 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | joint | 18.96077734328711932693447091 | 10692.55 |
| Restaurant Brands International Inc. Common Shares (QSR) [ST] | joint | 109.7161272627537026878771256 | 8171.66 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ryman Hospitality Properties, Inc. (RHP) [ST] | joint | 84.55400549566687803846966815 | 11183.96 |
| Republic Services, Inc. Common Stock (RSG) [ST] | joint | 38.17214561763442912352688582 | 9211.32 |
| Morgan Stanley - Select UMA Account # 1 ⇒ RTX Corporation Common Stock (RTX) [ST] | joint | 43.62322791712104689203925845 | 8614.72 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST] | joint | 265.0049685326266975819807883 | 5832.76 |
| SailPoint Technologies Holdings, Inc. (SAIL) [ST] | joint | 525.6570302233902759526938239 | 11433.04 |
| boston beer Company, Inc. (SAM) [ST] | joint | 3.73611815591212827805626989 | 752.75 |
| Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP) [ST] | joint | 32.93606685603721542958297312 | 7856.90 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST] | joint | 254.6308084022915340547422024 | 8570.87 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Starbucks Corporation (SBUX) [ST] | joint | 385.9458496615603847524047025 | 39632.78 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST] | joint | 325.2977679911920728655790211 | 29188.97 |
| Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | joint | 89.72187955590445217001233599 | 6640.32 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial Corporation (SF) [ST] | joint | 56.06255255535829765893848562 | 3729.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | joint | 49.70180779027147915760700752 | 8358.85 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Champion Homes, Inc. Common Stock (SKY) [ST] | joint | 94.68047337278106508875739645 | 7503.43 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST] | joint | 61.21270084162203519510328998 | 13543.31 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Schlumberger N.V. (SLB) [ST] | joint | 12.45024875621890547263681592 | 660.86 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST] | joint | 198.1793410948724300222937825 | 7734.94 |
| Sandisk Corporation - Common Stock When-Issued (SNDK) [ST] | joint | 5.970700617928893399802979193 | 7496.69 |
| Schneider National, Inc. Common Stock (SNDR) [ST] | joint | 34.1678764933653960504806384 | 1035.63 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | joint | 36.47200948212983223924142961 | 12216.30 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. (SNPS) [ST] | joint | 17.03248743932555565017457209 | 7738.37 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | joint | 312.51953125 | 8134.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | joint | 13.77710044600575157996245975 | 7885.46 |
| Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST] | joint | 39.99050284914525642307307808 | 6470.06 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Stag Industrial, Inc. (STAG) [ST] | joint | 217.6414581066376496191512514 | 7900.38 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL) [ST] | joint | 26.12578780655063187800019593 | 9424.09 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Supernus Pharmaceuticals, Inc. (SUPN) [ST] | joint | 160.9758551307847082494969819 | 6562.99 |
| AT&T Inc. (T) [ST] | joint | 24.0000983942537755795061568 | 500.40 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] | joint | 88.36425889109785730064060084 | 8978.69 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | joint | 6.016092040455690491408805504 | 6796.38 |
| Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST] | joint | 35.16548723133049096743000308 | 7520.49 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tandem Diabetes Care, Inc. - Common Stock (TNDM) [ST] | joint | 363.9899909008189262966333030 | 6879.41 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. (TSLA) [ST] | joint | 72.26830027572711909632660322 | 28301.71 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | joint | 106.9482378492217578729145414 | 45385.62 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Trane Technologies plc (TT) [ST] | joint | 20.55626927029804727646454265 | 9353.72 |
| Twilio Inc. Class A Common Stock (TWLO) [ST] | joint | 42.18115674592713660568355565 | 11121.06 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated (TXN) [ST] | joint | 187.3335638941725747881722289 | 55847.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Roadhouse, Inc. (TXRH) [ST] | joint | 48.19578313253012048192771084 | 7991.82 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST] | joint | 59.94011976047904191616766467 | 267.33 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST] | joint | 56.93970420932878270762229807 | 261.92 |
| Morgan Stanley - Active Asset Account # 3 ⇒ United Airlines Holdings, Inc. (UAL) [ST] | joint | 670.7252727597925236988016455 | 67535.33 |
| Morgan Stanley - Select UMA Account # 1 ⇒ United Bankshares, Inc. (UBSI) [ST] | joint | 12.94619762027935851008794620 | 633.33 |
| Morgan Stanley - Select UMA Account # 1 ⇒ UFP Industries, Inc. - Common Stock (UFPI) [ST] | joint | 87.86930258099945085118066996 | 7111.26 |
| Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST] | joint | 69.54537552155771905424200278 | 9337.16 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | joint | 29.79147272388754421895363992 | 12235.36 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Veracyte, Inc. (VCYT) [ST] | joint | 190.0356294536817102137767221 | 9159.72 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Viavi Solutions Inc. (VIAV) [ST] | joint | 448.9618406285072951739618406 | 14312.90 |
| Valley National Bancorp (VLY) [ST] | joint | 81.1629943137761695528560351 | 1140.34 |
| Wells Fargo & Company (WFC) [ST] | joint | 263.7965138618542453658096926 | 21802.78 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Walmart Inc. Common Stock (WMT) [ST] | joint | 71.81132752894713221434341621 | 8638.18 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | joint | 112.0146830659219592473603840 | 20671.19 |
| Wealthfront ⇒ Apple Inc. (AAPL) [ST] | not_reported | 29.42875009195909659383506216 | 10120.84 |
| Wealthfront ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 145.4636363636363636363636364 | 7348.82 |
| Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 9.277663102720504673330704826 | 9325.54 |
| Wealthfront ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | not_reported | 103.8621316370245358951058029 | 11449.76 |
| Wealthfront ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | not_reported | 25.56070287539936102236421725 | 8097.63 |
| Wealthfront ⇒ JP Morgan Chase & Co. (JPM) [ST] | not_reported | 24.82930916764943206504872447 | 8293.98 |
| Wealthfront ⇒ Meta Platforms, Inc. - Class A (META) [ST] | not_reported | 12.12031692647972246208850308 | 7642.59 |
| Wealthfront ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 42.89812332439678284182305630 | 9265.99 |
| Wealthfront ⇒ Visa Inc. (V) [ST] | not_reported | 22.81229505859542071797211371 | 9219.82 |
| WPP plc American Depositary Shares (WPP) [ST] | not_reported | 1447.039180765805877114870882 | 38013.72 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| ABBV | Joint | Apr 3, 2025 | $201.64 | Apr 17, 2025 | $172.99 | -14.21% |
| APP | Joint | Mar 13, 2025 | $272.00 | Apr 16, 2025 | $229.81 | -15.51% |
| KKR | Joint | Nov 19, 2024 | $152.78 | Apr 14, 2025 | $103.13 | -32.50% |
| APP | Joint | Nov 11, 2024 | $286.43 | Apr 14, 2025 | $236.07 | -17.58% |
| APP | Joint | Mar 13, 2025 | $272.00 | Apr 14, 2025 | $236.07 | -13.21% |
| UMBF | Joint | Dec 20, 2023 | $81.57 | Apr 9, 2025 | $94.34 | 15.66% |
| TEL | Joint | Jan 23, 2025 | $156.98 | Apr 9, 2025 | $133.86 | -14.73% |
| STRL | Joint | Jun 27, 2024 | $119.33 | Apr 9, 2025 | $134.53 | 12.74% |
| SBUX | Joint | Aug 14, 2024 | $93.90 | Apr 9, 2025 | $88.68 | -5.56% |
| SBUX | Joint | Feb 3, 2025 | $108.16 | Apr 9, 2025 | $88.68 | -18.01% |
| STAG | Joint | Sep 15, 2022 | $31.03 | Apr 9, 2025 | $32.15 | 3.61% |
| SONY | Joint | Jul 19, 2024 | $17.97 | Apr 9, 2025 | $22.24 | 23.72% |
| SLGN | Joint | Oct 16, 2023 | $41.35 | Apr 9, 2025 | $48.68 | 17.73% |
| NOC | Joint | Dec 29, 2023 | $468.14 | Apr 9, 2025 | $512.30 | 9.43% |
| NSC | Joint | Aug 25, 2023 | $210.65 | Apr 9, 2025 | $222.02 | 5.40% |
| META | Joint | Mar 5, 2025 | $656.47 | Apr 9, 2025 | $585.77 | -10.77% |
| MA | Joint | Sep 22, 2023 | $402.22 | Apr 9, 2025 | $515.43 | 28.15% |
| MA | Joint | Jul 18, 2024 | $448.72 | Apr 9, 2025 | $515.43 | 14.87% |
| MFC | Joint | May 15, 2023 | $19.32 | Apr 9, 2025 | $29.14 | 50.83% |
| JNJ | Joint | Nov 22, 2024 | $155.17 | Apr 9, 2025 | $150.97 | -2.71% |
| JNJ | Joint | Nov 26, 2024 | $154.52 | Apr 9, 2025 | $150.97 | -2.30% |
| INTA | Joint | Nov 15, 2023 | $38.74 | Apr 9, 2025 | $57.03 | 47.21% |
| INTA | Joint | Dec 20, 2023 | $37.87 | Apr 9, 2025 | $57.03 | 50.59% |
| INSM | Joint | Dec 6, 2022 | $18.98 | Apr 9, 2025 | $67.55 | 255.90% |
| HMN | Joint | Jul 14, 2023 | $28.78 | Apr 9, 2025 | $40.29 | 39.99% |
| HLN | Joint | May 20, 2024 | $8.51 | Apr 9, 2025 | $9.65 | 13.40% |
| GMED | Joint | Apr 3, 2023 | $56.91 | Apr 9, 2025 | $74.28 | 30.52% |
| FIS | Joint | Oct 16, 2023 | $52.60 | Apr 9, 2025 | $72.41 | 37.66% |
| LLY | Joint | Nov 16, 2023 | $588.75 | Apr 9, 2025 | $753.71 | 28.02% |
| DASH | Joint | Nov 16, 2023 | $95.09 | Apr 9, 2025 | $188.58 | 98.32% |
| D | Joint | Nov 26, 2024 | $59.12 | Apr 9, 2025 | $52.25 | -11.62% |
| D | Joint | Jan 16, 2025 | $55.06 | Apr 9, 2025 | $52.25 | -5.10% |
| CCI | Joint | Oct 16, 2023 | $94.58 | Apr 9, 2025 | $95.54 | 1.02% |
| GLW | Joint | Jan 27, 2025 | $49.53 | Apr 9, 2025 | $43.26 | -12.66% |
| GLW | Joint | Jan 30, 2025 | $49.99 | Apr 9, 2025 | $43.26 | -13.46% |
| KO | Joint | Aug 5, 2024 | $68.10 | Apr 9, 2025 | $69.95 | 2.72% |
| KO | Joint | Jan 16, 2025 | $62.25 | Apr 9, 2025 | $69.95 | 12.37% |
| CBZ | Joint | Feb 23, 2023 | $50.37 | Apr 9, 2025 | $76.12 | 51.12% |
| BRK.B | Joint | Oct 17, 2024 | $465.85 | Apr 9, 2025 | $521.41 | 11.93% |
| BRK.B | Joint | Jan 16, 2025 | $462.81 | Apr 9, 2025 | $521.41 | 12.66% |
| ABG | Joint | Jan 24, 2024 | $205.07 | Apr 9, 2025 | $233.21 | 13.72% |
| AAPL | Joint | Oct 2, 2024 | $226.78 | Apr 9, 2025 | $198.85 | -12.32% |
| APPF | Joint | Mar 14, 2023 | $119.14 | Apr 9, 2025 | $228.54 | 91.82% |
| GOOG | Joint | Apr 29, 2024 | $167.90 | Apr 9, 2025 | $161.06 | -4.07% |
| GOOG | Joint | May 3, 2024 | $168.99 | Apr 9, 2025 | $161.06 | -4.69% |
| GOOG | Joint | Jul 1, 2024 | $184.49 | Apr 9, 2025 | $161.06 | -12.70% |
| ADC | Joint | Apr 15, 2024 | $55.69 | Apr 9, 2025 | $72.92 | 30.94% |
| BRK.B | Joint | Aug 30, 2024 | $475.92 | Apr 1, 2025 | $532.99 | 11.99% |
| BRK.B | Joint | Oct 17, 2024 | $465.85 | Apr 1, 2025 | $532.99 | 14.41% |
| SPOT | Joint | Jul 13, 2023 | $171.10 | Mar 24, 2025 | $604.71 | 253.42% |
3875 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| PYPL — PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Joint | Sale | Mar 3, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Purchase | Mar 3, 2025 | Sep 11, 2026 |
| GS — Morgan Stanley - Select UMA Account # 1 ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 28, 2025 | Sep 14, 2026 |
| V — Morgan Stanley - Select UMA Account # 1 ⇒ Visa Inc. (V) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2025 | Sep 14, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Joint | Sale (partial) | Feb 28, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Purchase | Feb 28, 2025 | Sep 11, 2026 |
| FNA — Morgan Stanley - Select UMA Account # 1 ⇒ Paragon 28, Inc. Common Stock (FNA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 27, 2025 | Sep 14, 2026 |
| KKR — Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 27, 2025 | Sep 14, 2026 |
| XYZ — Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 27, 2025 | Sep 14, 2026 |
| BX — Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 27, 2025 | Sep 14, 2026 |
| BX — Blackstone Inc. Common Stock (BX) [ST] | Joint | Sale (partial) | Feb 27, 2025 | Sep 11, 2026 |
| XYZ — Block, Inc. Class A Common Stock, (XYZ) [ST] | Joint | Sale | Feb 27, 2025 | Sep 11, 2026 |
| KKR — KKR & Co. Inc. Common Stock (KKR) [ST] | Joint | Sale (partial) | Feb 27, 2025 | Sep 11, 2026 |
| FNA — Paragon 28, Inc. Common Stock (FNA) [ST] | Joint | Sale | Feb 27, 2025 | Sep 11, 2026 |
| KKR — Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| BX — Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. Common Stock (BX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| FI — Morgan Stanley - Select UMA Account # 1 ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| BX — Blackstone Inc. Common Stock (BX) [ST] | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| FI — Fiserv, Inc. Common Stock (FI) [ST] | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| KKR — KKR & Co. Inc. Common Stock (KKR) [ST] | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| VRT — Morgan Stanley - Select UMA Account # 1 ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 25, 2025 | Sep 14, 2026 |
| VRT — Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Joint | Sale | Feb 25, 2025 | Sep 11, 2026 |
| MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 24, 2025 | Sep 14, 2026 |
| HD — Morgan Stanley - Select UMA Account # 1 ⇒ Home Depot, Inc. (HD) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 24, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 24, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial) | Feb 24, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | Sale (partial) | Feb 24, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial) | Feb 24, 2025 | Sep 11, 2026 |
| SCHW — Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| PAYX — Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| CSCO — Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| BRK.B — Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| SPOT — Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| IFNNY — Morgan Stanley - Select UMA Account # 1 ⇒ Infineon Technologies AG (IFNNY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| DASTY — Morgan Stanley - Select UMA Account # 1 ⇒ DASSAULT SYSTEMES SA ADR (DASTY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| NTDOY — Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| FI — Morgan Stanley - Select UMA Account # 1 ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| SNOW — Morgan Stanley - Select UMA Account # 1 ⇒ Snowflake Inc. Class A Common Stock (SNOW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 21, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| DASTY — DASSAULT SYSTEMES SA ADR (DASTY) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| FI — Fiserv, Inc. Common Stock (FI) [ST] | Joint | Purchase | Feb 21, 2025 | Sep 11, 2026 |
| IFNNY — Infineon Technologies AG (IFNNY) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| NTDOY — Nintendo Co Ltd ADR (NTDOY) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
| PAYX — Paychex, Inc. - Common Stock (PAYX) [ST] | Joint | Sale (partial) | Feb 21, 2025 | Sep 11, 2026 |
99 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.