Democrat · House NJ05
Wikipedia biography ↗Years Elected: About 9.7Rank: #64
Federal elected service; earlier service not yet verified.
-0.42%
Cumulative estimated return
SPY: 14.60%
Outperformance: -15.02 percentage points
2025-09-15 – 2026-09-15
42.96%
Cumulative estimated return
SPY: 70.83%
Outperformance: -27.87 percentage points
2023-09-15 – 2026-09-15
50.89%
Cumulative estimated return
SPY: 69.11%
Outperformance: -18.22 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 |
|---|---|---|---|---|---|---|
| ETN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $424.77Sep 18, 2026 | Unavailable |
| EW | Joint | None | Unavailable | Unavailable | $88.26Sep 18, 2026 | Unavailable |
| XNGSY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $1152.93Sep 18, 2026 | Unavailable |
| DAVA | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| EPAC | Joint | $1 - $1,000 | Unavailable | Unavailable | $35.36Sep 18, 2026 | Unavailable |
| EPOAY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FICO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $949.68Sep 18, 2026 | Unavailable |
| FAST | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $49.01Sep 18, 2026 | Unavailable |
| FIS | Joint | None | Unavailable | Unavailable | $35.62Sep 18, 2026 | Unavailable |
| FWRG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $10.18Sep 18, 2026 | Unavailable |
| FI | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| FLYW | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| FMX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GTES | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GMAB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GBCI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $44.67Sep 18, 2026 | Unavailable |
| GMED | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $74.08Sep 18, 2026 | Unavailable |
| GS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $942.00Sep 18, 2026 | Unavailable |
| LOPE | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $151.27Sep 18, 2026 | Unavailable |
| GBOOY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSHCY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HLN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HALO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $112.45Sep 18, 2026 | Unavailable |
| HDB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HQY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $95.14Sep 18, 2026 | Unavailable |
| HD | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| HMN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $48.38Sep 18, 2026 | Unavailable |
| HLI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $130.55Sep 18, 2026 | Unavailable |
| HUBS | Joint | None | Unavailable | Unavailable | $216.12Sep 18, 2026 | Unavailable |
| ICFI | Joint | None | Unavailable | Unavailable | $85.21Sep 18, 2026 | Unavailable |
| ICUI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $152.65Sep 18, 2026 | Unavailable |
| IDA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $131.58Sep 18, 2026 | Unavailable |
| IRT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $14.79Sep 18, 2026 | Unavailable |
| INDB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $82.24Sep 18, 2026 | Unavailable |
| IFNNY | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| INSM | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $120.00Sep 18, 2026 | Unavailable |
| INTA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $36.21Sep 18, 2026 | Unavailable |
| ICE | Joint | None | Unavailable | Unavailable | $155.47Sep 18, 2026 | Unavailable |
| IBM | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITCI | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $303.19Sep 18, 2026 | Unavailable |
| ISRG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $393.33Sep 18, 2026 | Unavailable |
| ITT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $204.47Sep 18, 2026 | Unavailable |
| JNJ | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KKR | Joint | None | Unavailable | Unavailable | $98.81Sep 18, 2026 | Unavailable |
| KMTUY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AIQUY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LRLCY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LZB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $29.84Sep 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 ⇒ AAR Corp. (AIR) [ST] | joint | 177.3946784922394678492239468 | 20563.59 |
| 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 ⇒ Schlumberger N.V. (SLB) [ST] | joint | 12.45024875621890547263681592 | 674.80 |
| 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 ⇒ United Bankshares, Inc. (UBSI) [ST] | joint | 12.94619762027935851008794620 | 619.61 |
| 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 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 26.1387861441536045262100015 | 25528.97 |
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 |
|---|---|---|---|---|
| NFLX — Netflix, Inc. (NFLX) [ST] | Joint | Sale | Mar 17, 2022 | Sep 12, 2026 |
| LLY — Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company (LLY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 16, 2022 | Sep 14, 2026 |
| MRNA — Morgan Stanley - Select UMA Account # 1 ⇒ Moderna, Inc. (MRNA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 16, 2022 | Sep 14, 2026 |
| SHW — Morgan Stanley - Select UMA Account # 1 ⇒ Sherwin-Williams Company (SHW) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 16, 2022 | Sep 14, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Joint | Purchase | Mar 16, 2022 | Sep 12, 2026 |
| MRNA — Moderna, Inc. (MRNA) [ST] | Joint | Sale | Mar 16, 2022 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Joint | Sale (partial) | Mar 16, 2022 | Sep 12, 2026 |
| APD — Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and Chemicals, Inc. (APD) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| CSTL — Morgan Stanley - Select UMA Account # 1 ⇒ Castle Biosciences, Inc. - Common stock (CSTL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| CCXI — Morgan Stanley - Select UMA Account # 1 ⇒ ChemoCentryx, Inc. (CCXI) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| CVET — Morgan Stanley - Select UMA Account # 1 ⇒ Covetrus, Inc. (CVET) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| DAVA — Morgan Stanley - Select UMA Account # 1 ⇒ Endava plc American Depositary Shares (DAVA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| XNGSY — Morgan Stanley - Select UMA Account # 1 ⇒ ENN Energy Holdings Ltd Unsponsored ADR (XNGSY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| INTU — Morgan Stanley - Select UMA Account # 1 ⇒ Intuit Inc. (INTU) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| MDB — Morgan Stanley - Select UMA Account # 1 ⇒ MongoDB, Inc. - Class A (MDB) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| PYCR — Morgan Stanley - Select UMA Account # 1 ⇒ Paycor HCM, Inc. (PYCR) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| PNGAY — Morgan Stanley - Select UMA Account # 1 ⇒ Ping An Insurance (PNGAY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| SPXC — Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| TCEHY — Morgan Stanley - Select UMA Account # 1 ⇒ Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| TEX — Morgan Stanley - Select UMA Account # 1 ⇒ Terex Corporation (TEX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| TWKS — Morgan Stanley - Select UMA Account # 1 ⇒ Thoughtworks Holding, Inc. (TWKS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 15, 2022 | Sep 14, 2026 |
| APD — Air Products and Chemicals, Inc. (APD) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| CSTL — Castle Biosciences, Inc. - Common stock (CSTL) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| CCXI — ChemoCentryx, Inc. (CCXI) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| CVET — Covetrus, Inc. (CVET) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| DAVA — Endava plc American Depositary Shares (DAVA) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| XNGSY — ENN Energy Holdings Ltd Unsponsored ADR (XNGSY) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| MDB — MongoDB, Inc. - Class A (MDB) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| PYCR — Paycor HCM, Inc. (PYCR) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| PNGAY — Ping An Insurance (PNGAY) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| SPXC — SPX Corporation (SPXC) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| TCEHY — Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| TEX — Terex Corporation (TEX) [ST] | Joint | Sale (partial) | Mar 15, 2022 | Sep 12, 2026 |
| TWKS — Thoughtworks Holding, Inc. (TWKS) [ST] | Joint | Purchase | Mar 15, 2022 | Sep 12, 2026 |
| GOOG — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| BX — Morgan Stanley - Select UMA Account # 1 ⇒ Blackstone Inc. (BX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| FIS — Morgan Stanley - Select UMA Account # 1 ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| GBCI — Morgan Stanley - Select UMA Account # 1 ⇒ Glacier Bancorp, Inc. (GBCI) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| LOW — Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| MCK — Morgan Stanley - Select UMA Account # 1 ⇒ McKesson Corporation (MCK) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| MSFT — Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation (MSFT) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| ORCL — Morgan Stanley - Select UMA Account # 1 ⇒ Oracle Corporation (ORCL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| UPS — Morgan Stanley - Select UMA Account # 1 ⇒ United Parcel Service, Inc. (UPS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| VBTX — Morgan Stanley - Select UMA Account # 1 ⇒ Veritex Holdings, Inc. (VBTX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| VZ — Morgan Stanley - Select UMA Account # 1 ⇒ Verizon Communications Inc. (VZ) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Purchase | Mar 9, 2022 | Sep 12, 2026 |
97 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.