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 |
|---|---|---|---|---|---|---|
| ASML | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1629.67Sep 17, 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 | $59.12Sep 17, 2026 | Unavailable |
| AZO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $2844.31Sep 17, 2026 | Unavailable |
| AVNT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BCPC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BBVA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRK.B | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $509.20Sep 17, 2026 | Unavailable |
| BHP | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| BCRX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $8.70Sep 17, 2026 | Unavailable |
| BLK | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $1053.96Sep 17, 2026 | Unavailable |
| BX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $125.41Sep 17, 2026 | Unavailable |
| XYZ | Joint | None | Unavailable | Unavailable | $76.47Sep 17, 2026 | Unavailable |
| BKNG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $170.52Sep 17, 2026 | Unavailable |
| BOOT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $122.83Sep 17, 2026 | Unavailable |
| AVGO | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $347.30Sep 17, 2026 | Unavailable |
| CNI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $119.87Sep 17, 2026 | Unavailable |
| CVNA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $65.84Sep 17, 2026 | Unavailable |
| CATY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $62.02Sep 17, 2026 | Unavailable |
| CBZ | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $54.60Sep 17, 2026 | Unavailable |
| CENTA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SKY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $85.15Sep 17, 2026 | Unavailable |
| CHX | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SCHW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $104.63Sep 17, 2026 | Unavailable |
| GTLS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVX | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $211.57Sep 17, 2026 | Unavailable |
| CHRD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $146.27Sep 17, 2026 | Unavailable |
| CB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | 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 | $110.24Sep 17, 2026 | Unavailable |
| NET | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $333.94Sep 17, 2026 | Unavailable |
| KO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CNS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $72.82Sep 17, 2026 | Unavailable |
| COLB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $29.94Sep 17, 2026 | Unavailable |
| COP | Joint | None | Unavailable | Unavailable | $133.19Sep 17, 2026 | Unavailable |
| GLW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $147.80Sep 17, 2026 | Unavailable |
| BAP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CRNX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $73.74Sep 17, 2026 | Unavailable |
| CSW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $288.66Sep 17, 2026 | Unavailable |
| DHI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $140.38Sep 17, 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 | $64.29Sep 17, 2026 | Unavailable |
| DASH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DCO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $166.56Sep 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 |
|---|---|---|---|---|
| FNA — Paragon 28, Inc. Common Stock (FNA) [ST] | Joint | Purchase | Apr 5, 2024 | Sep 12, 2026 |
| CHGCY — Morgan Stanley - Select UMA Account # 1 ⇒ CHUGAI PHARM UNSP/ADR (CHGCY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Apr 4, 2024 | Sep 14, 2026 |
| CHGCY — CHUGAI PHARM UNSP/ADR (CHGCY) [ST] | Joint | Sale (partial) | Apr 4, 2024 | Sep 12, 2026 |
| XNGSY — Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 26, 2024 | Sep 14, 2026 |
| XNGSY — EEN ENERGY HLDGS UNSP/ADR (XNGSY) [ST] | Joint | Purchase | Mar 26, 2024 | Sep 12, 2026 |
| AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 22, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial) | Mar 22, 2024 | Sep 12, 2026 |
| XYZ — Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (SQ) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 21, 2024 | Sep 14, 2026 |
| XYZ — Block, Inc. Class A Common Stock, (SQ) [ST] | Joint | Purchase | Mar 21, 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 | Mar 18, 2024 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Joint | Purchase | Mar 18, 2024 | Sep 12, 2026 |
| ICE — Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Joint | Purchase | Mar 18, 2024 | Sep 11, 2026 |
| AMD — Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 15, 2024 | 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 | Mar 15, 2024 | Sep 14, 2026 |
| ADBE — Morgan Stanley - Select UMA Account # 1 ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2024 | Sep 14, 2026 |
| TSLA — Morgan Stanley - Select UMA Account # 1 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2024 | Sep 14, 2026 |
| MELI — Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 15, 2024 | Sep 14, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Joint | Sale (partial) | Mar 15, 2024 | Sep 12, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Joint | Purchase | Mar 15, 2024 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale (partial) | Mar 15, 2024 | Sep 12, 2026 |
| MELI — MercadoLibre, Inc. - Common Stock (MELI) [ST] | Joint | Sale (partial) | Mar 15, 2024 | Sep 12, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Joint | Sale (partial) | Mar 15, 2024 | Sep 12, 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 14, 2024 | Sep 14, 2026 |
| HSHCY — Morgan Stanley - Select UMA Account # 1 ⇒ HAIER SMART HOME U/ADR (HSHCY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| BNTX — Morgan Stanley - Select UMA Account # 1 ⇒ BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| DAVA — Morgan Stanley - Select UMA Account # 1 ⇒ Endava plc American Depositary Shares (DAVA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| INTA — Morgan Stanley - Select UMA Account # 1 ⇒ Intapp, Inc. - Common Stock (INTA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| SHLS — Morgan Stanley - Select UMA Account # 1 ⇒ Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| FOXF — Morgan Stanley - Select UMA Account # 1 ⇒ Fox Factory Holding Corp. - Common Stock (FOXF) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| OCFC — Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. - Common Stock (OCFC) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| ADC — Morgan Stanley - Select UMA Account # 1 ⇒ Agree Realty Corporation Common Stock (ADC) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 14, 2024 | Sep 14, 2026 |
| ADC — Agree Realty Corporation Common Stock (ADC) [ST] | Joint | Sale | Mar 14, 2024 | Sep 12, 2026 |
| BNTX — BioNTech SE - American Depositary Shares (BNTX) [ST] | Joint | Sale | Mar 14, 2024 | Sep 12, 2026 |
| DHI — D.R. Horton, Inc. Common Stock (DHI) [ST] | Joint | Purchase | Mar 14, 2024 | Sep 12, 2026 |
| DAVA — Endava plc American Depositary Shares (DAVA) [ST] | Joint | Sale | Mar 14, 2024 | Sep 12, 2026 |
| FOXF — Fox Factory Holding Corp. - Common Stock (FOXF) [ST] | Joint | Sale | Mar 14, 2024 | Sep 12, 2026 |
| HSHCY — HAIER SMART HOME U/ADR (HSHCY) [ST] | Joint | Sale (partial) | Mar 14, 2024 | Sep 12, 2026 |
| INTA — Intapp, Inc. - Common Stock (INTA) [ST] | Joint | Sale | Mar 14, 2024 | Sep 12, 2026 |
| OCFC — OceanFirst Financial Corp. - Common Stock (OCFC) [ST] | Joint | Sale (partial) | Mar 14, 2024 | Sep 12, 2026 |
| SHLS — Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] | Joint | Sale | Mar 14, 2024 | Sep 12, 2026 |
| DASTY — Morgan Stanley - Select UMA Account # 1 ⇒ DASSAULT SYSTEMES SA ADR (DASTY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| ADBE — Morgan Stanley - Select UMA Account # 1 ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| TDG — Morgan Stanley - Select UMA Account # 1 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| ETN — Morgan Stanley - Select UMA Account # 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| CRM — Morgan Stanley - Select UMA Account # 1 ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| MAR — Morgan Stanley - Select UMA Account # 1 ⇒ Marriott International - Class A Common Stock (MAR) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| SSDOY — Morgan Stanley - Select UMA Account # 1 ⇒ Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| SNPS — Morgan Stanley - Select UMA Account # 1 ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 13, 2024 | Sep 14, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Joint | Sale (partial) | Mar 13, 2024 | Sep 12, 2026 |
| DASTY — DASSAULT SYSTEMES SA ADR (DASTY) [ST] | Joint | Purchase | Mar 13, 2024 | Sep 12, 2026 |
97 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.