Democrat · House NJ05
Wikipedia biography ↗Years Elected: About 9.7Rank: #59
Federal elected service; earlier service not yet verified.
-0.39%
Cumulative estimated return
SPY: 14.60%
Outperformance: -14.99 percentage points
2025-09-15 – 2026-09-15
43.05%
Cumulative estimated return
SPY: 70.83%
Outperformance: -27.78 percentage points
2023-09-15 – 2026-09-15
51.15%
Cumulative estimated return
SPY: 69.11%
Outperformance: -17.96 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 2738 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| RHP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $121.94Sep 18, 2026 | Unavailable |
| CRM | Joint | None | Unavailable | Unavailable | $237.92Sep 18, 2026 | Unavailable |
| SAP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SBGSY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SNDR | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $32.61Sep 18, 2026 | Unavailable |
| SE | Joint | None | Unavailable | Unavailable | $101.79Sep 18, 2026 | Unavailable |
| SBCF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $33.70Sep 18, 2026 | Unavailable |
| NOW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $135.47Sep 18, 2026 | Unavailable |
| SHEL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SGIOY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SHOP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $128.50Sep 18, 2026 | Unavailable |
| SLGN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $37.19Sep 18, 2026 | Unavailable |
| SLAB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $220.50Sep 18, 2026 | Unavailable |
| SNOW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $332.43Sep 18, 2026 | Unavailable |
| SONVY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SONY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $23.46Sep 18, 2026 | Unavailable |
| SPOT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $509.45Sep 18, 2026 | Unavailable |
| SWTX | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SPXC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $181.77Sep 18, 2026 | Unavailable |
| STAG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $37.60Sep 18, 2026 | Unavailable |
| SBUX | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $95.83Sep 18, 2026 | Unavailable |
| STRL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $518.68Sep 18, 2026 | Unavailable |
| SF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $75.79Sep 18, 2026 | Unavailable |
| SUPN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $42.00Sep 18, 2026 | Unavailable |
| SYIEY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SNPS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SSMXY | Joint | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TSM | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TNDM | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $16.87Sep 18, 2026 | Unavailable |
| TEL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $205.42Sep 18, 2026 | Unavailable |
| TTNDY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TCEHY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TSLA | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $364.27Sep 18, 2026 | Unavailable |
| TCBI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $94.90Sep 18, 2026 | Unavailable |
| TXN | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $266.64Sep 18, 2026 | Unavailable |
| TXRH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $167.56Sep 18, 2026 | Unavailable |
| BWIN | Joint | None | Unavailable | Unavailable | $31.93Sep 18, 2026 | Unavailable |
| DSGX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $77.30Sep 18, 2026 | Unavailable |
| TTD | Joint | None | Unavailable | Unavailable | $13.92Sep 18, 2026 | Unavailable |
| COCO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $55.82Sep 18, 2026 | Unavailable |
| TMO | Joint | None | Unavailable | Unavailable | $651.45Sep 18, 2026 | Unavailable |
| TT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $429.11Sep 18, 2026 | Unavailable |
| TDG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1086.05Sep 18, 2026 | Unavailable |
| TPH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TWLO | Joint | None | Unavailable | Unavailable | $243.84Sep 18, 2026 | Unavailable |
| UBER | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $70.50Sep 18, 2026 | Unavailable |
| UFPI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $79.20Sep 18, 2026 | Unavailable |
| UMBF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $134.52Sep 18, 2026 | Unavailable |
| UNP | Joint | None | Unavailable | Unavailable | $279.37Sep 18, 2026 | Unavailable |
| UPS | Joint | None | Unavailable | Unavailable | $99.06Sep 18, 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 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST] | joint | 34.40631316389283103255493915 | 7058.46 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST] | joint | 118.4031374870504661832174042 | 9194.00 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | joint | 11.87334896559912142708735271 | 3935.54 |
| Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST] | joint | 34.38856651622609069417580056 | 7770.10 |
| Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | joint | 7.478081244274951862860561195 | 11901.22 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST] | joint | 343.2217932217932217932217932 | 9895.08 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 30.50608692736657586217957316 | 15764.33 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) [ST] | joint | 198.9988978692138133725202057 | 34162.14 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST] | joint | 80.93576125442589782498735458 | 9855.55 |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | joint | 150.9243538954914167138275797 | 8418.56 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | joint | 945.7818411097099621689785624 | 81620.97 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | joint | 38.69275039899405136141606616 | 9382.61 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST] | joint | 84.10070429937979606853779039 | 13987.63 |
| Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | joint | 55.54745539123793654099840311 | 7787.75 |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST] | joint | 91.26739676020990189368012777 | 7281.31 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST] | joint | 809.8803887366060304011961126 | 40016.19 |
| Federal Signal Corporation Common Stock (FSS) [ST] | joint | 68.01411204624670577233698886 | 7691.04 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST] | joint | 371.1797624486066697121973504 | 53290.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST] | joint | 91.63326079486885809185660291 | 6844.09 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | joint | 239.0073295092415551306564691 | 81604.27 |
| Goldman Sachs Group, Inc. (GS) [ST] | joint | 19.00264790578414176529452501 | 18559.32 |
| Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | joint | 7.928744859025816361924582528 | 10065.78 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST] | joint | 45.92973190194615075492278546 | 6142.18 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST] | joint | 791.3452027695351137487636004 | 7312.03 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST] | joint | 173.2459939367691641403204851 | 8515.04 |
| Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST] | joint | 56.07696081867246092381019135 | 8741.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST] | joint | 48.10594672599362636041128014 | 7380.90 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST] | joint | 134.7673743572731796317797313 | 26227.08 |
| Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | joint | 26.17707685763832084546674083 | 6617.04 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST] | joint | 365.4865235267245317496573778 | 10434.64 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST] | joint | 188.5131950989632422243166824 | 11908.38 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | joint | 56.99742200242016099331825117 | 30279.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST] | joint | 445.7103064066852367688022284 | 8290.21 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM) [ST] | joint | 233.9327485380116959064327485 | 6938.45 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | joint | 462.4566473988439306358381503 | 6201.54 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO) [ST] | joint | 99.96876171435711608146944896 | 9722.96 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST] | joint | 265.0049685326266975819807883 | 5488.25 |
| boston beer Company, Inc. (SAM) [ST] | joint | 3.73611815591212827805626989 | 639.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST] | joint | 325.2977679911920728655790211 | 35063.85 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | joint | 49.70180779027147915760700752 | 6454.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST] | joint | 61.21270084162203519510328998 | 13464.96 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST] | joint | 198.1793410948724300222937825 | 7610.09 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | joint | 312.51953125 | 7475.47 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | joint | 13.77710044600575157996245975 | 7691.20 |
| Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST] | joint | 39.99050284914525642307307808 | 7130.71 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] | joint | 88.36425889109785730064060084 | 8639.37 |
| Twilio Inc. Class A Common Stock (TWLO) [ST] | joint | 42.18115674592713660568355565 | 10214.59 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST] | joint | 59.94011976047904191616766467 | 288.31 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST] | joint | 56.93970420932878270762229807 | 282.42 |
| Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST] | joint | 69.54537552155771905424200278 | 9559.71 |
| Valley National Bancorp (VLY) [ST] | joint | 81.1629943137761695528560351 | 1120.05 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | joint | 112.0146830659219592473603840 | 18966.33 |
| Wealthfront ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 145.4636363636363636363636364 | 8658.00 |
| Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 9.277663102720504673330704826 | 8362.42 |
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 |
|---|---|---|---|---|---|---|
| Not reported | Joint | Oct 18, 2021 | $50.41 | Nov 5, 2021 | $33.11 | -34.32% |
| Not reported | Joint | Oct 18, 2021 | $47.07 | Oct 28, 2021 | $44.62 | -5.21% |
| Not reported | Joint | Oct 18, 2021 | $183.58 | Oct 19, 2021 | $184.66 | 0.59% |
3969 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 |
|---|---|---|---|---|
| HSHCY — HAIER SMART HOME U/ADR (HSHCY) [ST] | Joint | Sale | Dec 11, 2023 | Sep 12, 2026 |
| HELE — Helen of Troy Limited (HELE) [ST] | Joint | Sale (partial) | Dec 11, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Joint | Sale (partial) | Dec 11, 2023 | Sep 12, 2026 |
| OCFC — OceanFirst Financial Corp. (OCFC) [ST] | Joint | Sale (partial) | Dec 11, 2023 | Sep 12, 2026 |
| ON — ON Semiconductor Corporation (ON) [ST] | Joint | Sale | Dec 11, 2023 | Sep 12, 2026 |
| PTEN — Patterson-UTI Energy, Inc. (PTEN) [ST] | Joint | Sale (partial) | Dec 11, 2023 | Sep 12, 2026 |
| PYCR — Paycor HCM, Inc. (PYCR) [ST] | Joint | Sale (partial) | Dec 11, 2023 | Sep 12, 2026 |
| PNGAY — Ping An Insurance (PNGAY) [ST] | Joint | Sale | Dec 11, 2023 | Sep 12, 2026 |
| SSDOY — Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] | Joint | Sale | Dec 11, 2023 | Sep 12, 2026 |
| SHLS — Shoals Technologies Group, Inc. - Class A (SHLS) [ST] | Joint | Sale | Dec 11, 2023 | Sep 12, 2026 |
| BNTX — Morgan Stanley - Select UMA Account # 1 ⇒ BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 7, 2023 | Sep 14, 2026 |
| BNTX — BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | Purchase | Dec 7, 2023 | Sep 12, 2026 |
| BNTX — Morgan Stanley - Select UMA Account # 1 ⇒ BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 6, 2023 | Sep 14, 2026 |
| FANUY — Morgan Stanley - Select UMA Account # 1 ⇒ Fanuc Corporation Unsponsored ADR (FANUY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 6, 2023 | Sep 14, 2026 |
| SONY — Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 6, 2023 | Sep 14, 2026 |
| BNTX — BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | Purchase | Dec 6, 2023 | Sep 12, 2026 |
| FANUY — Fanuc Corporation Unsponsored ADR (FANUY) [ST] | Joint | Sale | Dec 6, 2023 | Sep 12, 2026 |
| SONY — Sony Group Corporation American Depositary Shares (SONY) [ST] | Joint | Purchase | Dec 6, 2023 | Sep 12, 2026 |
| BNTX — Morgan Stanley - Select UMA Account # 1 ⇒ BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 5, 2023 | Sep 14, 2026 |
| PPRUY — Morgan Stanley - Select UMA Account # 1 ⇒ Kering Unsponsored ADR (PPRUY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 5, 2023 | Sep 14, 2026 |
| LZAGY — Morgan Stanley - Select UMA Account # 1 ⇒ Lonza Group Ag Zuerich Unsponsored ADR (LZAGY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 5, 2023 | Sep 14, 2026 |
| SBGSY — Morgan Stanley - Select UMA Account # 1 ⇒ Schneider Electric SE Unsponsored ADR (SBGSY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 5, 2023 | Sep 14, 2026 |
| BNTX — BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | Purchase | Dec 5, 2023 | Sep 12, 2026 |
| PPRUY — Kering Unsponsored ADR (PPRUY) [ST] | Joint | Sale | Dec 5, 2023 | Sep 12, 2026 |
| LZAGY — Lonza Group Ag Zuerich Unsponsored ADR (LZAGY) [ST] | Joint | Sale (partial) | Dec 5, 2023 | Sep 12, 2026 |
| SBGSY — Schneider Electric SE Unsponsored ADR (SBGSY) [ST] | Joint | Sale (partial) | Dec 5, 2023 | Sep 12, 2026 |
| CELH — Morgan Stanley - Select UMA Account # 1 ⇒ Celsius Holdings, Inc. (CELH) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 4, 2023 | Sep 14, 2026 |
| MNST — Morgan Stanley - Select UMA Account # 1 ⇒ Monster Beverage Corporation (MNST) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 4, 2023 | Sep 14, 2026 |
| CELH — Celsius Holdings, Inc. (CELH) [ST] | Joint | Purchase | Dec 4, 2023 | Sep 12, 2026 |
| MNST — Monster Beverage Corporation (MNST) [ST] | Joint | Sale (partial) | Dec 4, 2023 | Sep 12, 2026 |
| GOOG — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 1, 2023 | Sep 14, 2026 |
| CRM — Morgan Stanley - Select UMA Account # 1 ⇒ Salesforce, Inc. (CRM) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 1, 2023 | Sep 14, 2026 |
| COCO — Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. (COCO) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 1, 2023 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale (partial) | Dec 1, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Joint | Purchase | Dec 1, 2023 | Sep 12, 2026 |
| COCO — The Vita Coco Company, Inc. (COCO) [ST] | Joint | Purchase | Dec 1, 2023 | Sep 12, 2026 |
| GOOGL — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 29, 2023 | Sep 14, 2026 |
| NOW — Morgan Stanley - Select UMA Account # 1 ⇒ ServiceNow, Inc. (NOW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 29, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Joint | Sale (partial) | Nov 29, 2023 | Sep 12, 2026 |
| NOW — ServiceNow, Inc. (NOW) [ST] | Joint | Purchase | Nov 29, 2023 | Sep 12, 2026 |
| HCA — Morgan Stanley - Select UMA Account # 1 ⇒ HCA Healthcare, Inc. (HCA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 28, 2023 | Sep 14, 2026 |
| PANW — Morgan Stanley - Select UMA Account # 1 ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 28, 2023 | Sep 14, 2026 |
| TMO — Morgan Stanley - Select UMA Account # 1 ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 28, 2023 | Sep 14, 2026 |
| HCA — HCA Healthcare, Inc. (HCA) [ST] | Joint | Sale (partial) | Nov 28, 2023 | Sep 12, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Joint | Purchase | Nov 28, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Joint | Sale | Nov 28, 2023 | Sep 12, 2026 |
| PWR — Morgan Stanley - Select UMA Account # 1 ⇒ Quanta Services, Inc. (PWR) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 27, 2023 | Sep 14, 2026 |
| ROK — Morgan Stanley - Select UMA Account # 1 ⇒ Rockwell Automation, Inc. (ROK) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 27, 2023 | Sep 14, 2026 |
| PWR — Quanta Services, Inc. (PWR) [ST] | Joint | Purchase | Nov 27, 2023 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | Sale | Nov 27, 2023 | Sep 12, 2026 |
97 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.