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
51.16%
Cumulative estimated return
SPY: 69.11%
Outperformance: -17.95 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 | $120.61Sep 17, 2026 | Unavailable |
| CRM | Joint | None | Unavailable | Unavailable | $242.85Sep 17, 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 | $32.56Sep 17, 2026 | Unavailable |
| SE | Joint | None | Unavailable | Unavailable | $101.27Sep 17, 2026 | Unavailable |
| SBCF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $33.65Sep 17, 2026 | Unavailable |
| NOW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $138.47Sep 17, 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 | $128.60Sep 17, 2026 | Unavailable |
| SLGN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $38.00Sep 17, 2026 | Unavailable |
| SLAB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $219.70Sep 17, 2026 | Unavailable |
| SNOW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $338.39Sep 17, 2026 | Unavailable |
| SONVY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SONY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $23.83Sep 17, 2026 | Unavailable |
| SPOT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $528.84Sep 17, 2026 | Unavailable |
| SWTX | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SPXC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $179.70Sep 17, 2026 | Unavailable |
| STAG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $37.49Sep 17, 2026 | Unavailable |
| SBUX | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $96.67Sep 17, 2026 | Unavailable |
| STRL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $505.72Sep 17, 2026 | Unavailable |
| SF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $75.51Sep 17, 2026 | Unavailable |
| SUPN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $42.92Sep 17, 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 | $17.23Sep 17, 2026 | Unavailable |
| TEL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $206.60Sep 17, 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 | $366.20Sep 17, 2026 | Unavailable |
| TCBI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $94.48Sep 17, 2026 | Unavailable |
| TXN | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $258.14Sep 17, 2026 | Unavailable |
| TXRH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $166.79Sep 17, 2026 | Unavailable |
| BWIN | Joint | None | Unavailable | Unavailable | $31.95Sep 17, 2026 | Unavailable |
| DSGX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $79.63Sep 17, 2026 | Unavailable |
| TTD | Joint | None | Unavailable | Unavailable | $14.26Sep 17, 2026 | Unavailable |
| COCO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $56.24Sep 17, 2026 | Unavailable |
| TMO | Joint | None | Unavailable | Unavailable | $658.32Sep 17, 2026 | Unavailable |
| TT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $423.33Sep 17, 2026 | Unavailable |
| TDG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1076.01Sep 17, 2026 | Unavailable |
| TPH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TWLO | Joint | None | Unavailable | Unavailable | $246.24Sep 17, 2026 | Unavailable |
| UBER | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $70.87Sep 17, 2026 | Unavailable |
| UFPI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $79.25Sep 17, 2026 | Unavailable |
| UMBF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $134.76Sep 17, 2026 | Unavailable |
| UNP | Joint | None | Unavailable | Unavailable | $282.48Sep 17, 2026 | Unavailable |
| UPS | Joint | None | Unavailable | Unavailable | $100.17Sep 17, 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 |
|---|---|---|---|---|
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Joint | Sale (partial) | Mar 13, 2024 | Sep 12, 2026 |
| MAR — Marriott International - Class A Common Stock (MAR) [ST] | Joint | Sale (partial) | Mar 13, 2024 | Sep 12, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Joint | Sale (partial) | Mar 13, 2024 | Sep 12, 2026 |
| SSDOY — Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] | Joint | Sale | Mar 13, 2024 | Sep 12, 2026 |
| SNPS — Synopsys, Inc. - Common Stock (SNPS) [ST] | Joint | Sale (partial) | Mar 13, 2024 | Sep 12, 2026 |
| TDG — Transdigm Group Incorporated Common Stock (TDG) [ST] | Joint | Sale (partial) | Mar 13, 2024 | Sep 12, 2026 |
| MELI — Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 12, 2024 | Sep 14, 2026 |
| TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 12, 2024 | Sep 14, 2026 |
| BHP — Morgan Stanley - Select UMA Account # 1 ⇒ BHP Group Limited American Depositary Shares (BHP) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 12, 2024 | Sep 14, 2026 |
| BHP — BHP Group Limited American Depositary Shares (BHP) [ST] | Joint | Sale (partial) | Mar 12, 2024 | Sep 12, 2026 |
| MELI — MercadoLibre, Inc. - Common Stock (MELI) [ST] | Joint | Purchase | Mar 12, 2024 | Sep 12, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Joint | Sale (partial) | Mar 12, 2024 | Sep 12, 2026 |
| PWP — Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 7, 2024 | Sep 14, 2026 |
| DHI — Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 7, 2024 | Sep 14, 2026 |
| CBZ — Morgan Stanley - Select UMA Account # 1 ⇒ CBIZ, Inc. Common Stock (CBZ) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 7, 2024 | Sep 14, 2026 |
| CBZ — CBIZ, Inc. Common Stock (CBZ) [ST] | Joint | Sale (partial) | Mar 7, 2024 | Sep 12, 2026 |
| DHI — D.R. Horton, Inc. Common Stock (DHI) [ST] | Joint | Purchase | Mar 7, 2024 | Sep 12, 2026 |
| PWP — Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | Joint | Purchase | Mar 7, 2024 | Sep 12, 2026 |
| HCA — Morgan Stanley - Select UMA Account # 1 ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2024 | Sep 14, 2026 |
| HCA — HCA Healthcare, Inc. Common Stock (HCA) [ST] | Joint | Sale | Mar 1, 2024 | Sep 12, 2026 |
| FCX — Morgan Stanley - Select UMA Account # 1 ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 29, 2024 | Sep 14, 2026 |
| FCX — Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | Joint | Sale | Feb 29, 2024 | Sep 12, 2026 |
| LRLCY — Morgan Stanley - Select UMA Account # 1 ⇒ L'Oreal Co. American Depositary Shares (LRLCY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 26, 2024 | Sep 14, 2026 |
| LRLCY — L'Oreal Co. American Depositary Shares (LRLCY) [ST] | Joint | Purchase | Feb 26, 2024 | Sep 12, 2026 |
| AMD — Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 22, 2024 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Joint | Purchase | Feb 22, 2024 | Sep 12, 2026 |
| PANW — Morgan Stanley - Select UMA Account # 1 ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2024 | Sep 14, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Joint | Sale (partial) | Feb 21, 2024 | Sep 12, 2026 |
| CHRD — Morgan Stanley - Select UMA Account # 1 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2024 | Sep 14, 2026 |
| DBSDY — Morgan Stanley - Select UMA Account # 1 ⇒ DBS GROUP HLDGS LTD S/ADR (DBSDY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 13, 2024 | Sep 14, 2026 |
| TEX — Morgan Stanley - Select UMA Account # 1 ⇒ Terex Corporation Common Stock (TEX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 13, 2024 | Sep 14, 2026 |
| CHRD — Chord Energy Corporation - Common Stock (CHRD) [ST] | Joint | Purchase | Feb 13, 2024 | Sep 12, 2026 |
| DBSDY — DBS GROUP HLDGS LTD S/ADR (DBSDY) [ST] | Joint | Purchase | Feb 13, 2024 | Sep 12, 2026 |
| TEX — Terex Corporation Common Stock (TEX) [ST] | Joint | Sale (partial) | Feb 13, 2024 | Sep 12, 2026 |
| CTSH — Morgan Stanley - Select UMA Account # 1 ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 12, 2024 | Sep 14, 2026 |
| MSFT — Morgan Stanley - Portfolio Management Active Assets Account JT ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 75 · Annual | Feb 12, 2024 | Sep 14, 2026 |
| CTSH — Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | Joint | Sale (partial) | Feb 12, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Source rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 27 · Ptr | Feb 12, 2024 | Sep 12, 2026 |
| BKNG — Morgan Stanley - Select UMA Account # 1 ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 9, 2024 | Sep 14, 2026 |
| TSM — Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 9, 2024 | Sep 14, 2026 |
| BKNG — Booking Holdings Inc. - Common Stock (BKNG) [ST] | Joint | Purchase | Feb 9, 2024 | Sep 12, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Joint | Sale (partial) | Feb 9, 2024 | Sep 12, 2026 |
| KKR — Morgan Stanley - Select UMA Account # 1 ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 8, 2024 | Sep 14, 2026 |
| BKNG — Morgan Stanley - Select UMA Account # 1 ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 8, 2024 | 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 8, 2024 | Sep 14, 2026 |
| LLY — Morgan Stanley - Select UMA Account # 1 ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 8, 2024 | Sep 14, 2026 |
| MDB — Morgan Stanley - Select UMA Account # 1 ⇒ MongoDB, Inc. - Class A Common Stock (MDB) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 8, 2024 | Sep 14, 2026 |
| META — Morgan Stanley - Select UMA Account # 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 8, 2024 | Sep 14, 2026 |
| NFLX — Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 8, 2024 | Sep 14, 2026 |
| NVDA — Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 8, 2024 | Sep 14, 2026 |
97 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.