Democrat · House NJ05
Wikipedia biography ↗Years Elected: About 9.7Rank: #56
Federal elected service; earlier service not yet verified.
-0.37%
Cumulative estimated return
SPY: 14.60%
Outperformance: -14.97 percentage points
2025-09-15 – 2026-09-15
43.02%
Cumulative estimated return
SPY: 70.83%
Outperformance: -27.81 percentage points
2023-09-15 – 2026-09-15
50.94%
Cumulative estimated return
SPY: 69.11%
Outperformance: -18.17 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 | $119.93Sep 16, 2026 | Unavailable |
| CRM | Joint | None | Unavailable | Unavailable | $250.54Sep 16, 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 | $32.75Sep 16, 2026 | Unavailable |
| SE | Joint | None | Unavailable | Unavailable | $103.50Sep 16, 2026 | Unavailable |
| SBCF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $33.82Sep 16, 2026 | Unavailable |
| NOW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $139.82Sep 16, 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 | $129.96Sep 16, 2026 | Unavailable |
| SLGN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $38.56Sep 16, 2026 | Unavailable |
| SLAB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $219.71Sep 16, 2026 | Unavailable |
| SNOW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $331.02Sep 16, 2026 | Unavailable |
| SONVY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SONY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $23.73Sep 16, 2026 | Unavailable |
| SPOT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $547.43Sep 16, 2026 | Unavailable |
| SWTX | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SPXC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $178.68Sep 16, 2026 | Unavailable |
| STAG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $37.08Sep 16, 2026 | Unavailable |
| SBUX | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $97.34Sep 16, 2026 | Unavailable |
| STRL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $482.67Sep 16, 2026 | Unavailable |
| SF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $75.58Sep 16, 2026 | Unavailable |
| SUPN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $41.38Sep 16, 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 | $17.53Sep 16, 2026 | Unavailable |
| TEL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $202.20Sep 16, 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 | $358.08Sep 16, 2026 | Unavailable |
| TCBI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $95.33Sep 16, 2026 | Unavailable |
| TXN | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $260.67Sep 16, 2026 | Unavailable |
| TXRH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $170.07Sep 16, 2026 | Unavailable |
| BWIN | Joint | None | Unavailable | Unavailable | $32.04Sep 16, 2026 | Unavailable |
| DSGX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $79.04Sep 16, 2026 | Unavailable |
| TTD | Joint | None | Unavailable | Unavailable | $14.49Sep 16, 2026 | Unavailable |
| COCO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $56.37Sep 16, 2026 | Unavailable |
| TMO | Joint | None | Unavailable | Unavailable | $648.43Sep 16, 2026 | Unavailable |
| TT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $421.68Sep 16, 2026 | Unavailable |
| TDG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1080.11Sep 16, 2026 | Unavailable |
| TPH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TWLO | Joint | None | Unavailable | Unavailable | $238.88Sep 16, 2026 | Unavailable |
| UBER | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $70.97Sep 16, 2026 | Unavailable |
| UFPI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $82.01Sep 16, 2026 | Unavailable |
| UMBF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $134.20Sep 16, 2026 | Unavailable |
| UNP | Joint | None | Unavailable | Unavailable | $280.92Sep 16, 2026 | Unavailable |
| UPS | Joint | None | Unavailable | Unavailable | $98.77Sep 16, 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 |
| Morgan Stanley - Select UMA Account # 1 ⇒ BioMarin Pharmaceutical Inc. (BMRN) [ST] | joint | 91.23617288174250199566655263 | 5880.17 |
| 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 ⇒ Emergent Biosolutions, Inc. (EBS) [ST] | joint | 89.29129464285714285714285714 | 567.89 |
| 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 |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
3971 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 |
|---|---|---|---|---|
| AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 28, 2024 | Sep 14, 2026 |
| AVGO — Morgan Stanley - Select UMA Account # 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 28, 2024 | Sep 14, 2026 |
| NVDA — Morgan Stanley - Select UMA Account # 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 28, 2024 | Sep 14, 2026 |
| LOW — Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 28, 2024 | Sep 14, 2026 |
| DE — Morgan Stanley - Select UMA Account # 1 ⇒ Deere & Company Common Stock (DE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 28, 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 | Jun 28, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Purchase | Jun 28, 2024 | Sep 12, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Joint | Purchase | Jun 28, 2024 | Sep 12, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Joint | Sale | Jun 28, 2024 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST] | Joint | Sale (partial) | Jun 28, 2024 | Sep 12, 2026 |
| MAR — Marriott International - Class A Common Stock (MAR) [ST] | Joint | Sale (partial) | Jun 28, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Purchase | Jun 28, 2024 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Purchase | Jun 28, 2024 | Sep 12, 2026 |
| STRL — Morgan Stanley - Select UMA Account # 1 ⇒ Sterling Infrastructure, Inc. - Common Stock (STRL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 27, 2024 | Sep 14, 2026 |
| AEIS — Morgan Stanley - Select UMA Account # 1 ⇒ Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 27, 2024 | Sep 14, 2026 |
| PRIM — Morgan Stanley - Select UMA Account # 1 ⇒ Primoris Services Corporation (PRIM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 27, 2024 | Sep 14, 2026 |
| SPXC — Morgan Stanley - Select UMA Account # 1 ⇒ SPX Technologies, Inc. Common Stock (SPXC) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 27, 2024 | Sep 14, 2026 |
| AEIS — Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST] | Joint | Purchase | Jun 27, 2024 | Sep 12, 2026 |
| PRIM — Primoris Services Corporation (PRIM) [ST] | Joint | Sale (partial) | Jun 27, 2024 | Sep 12, 2026 |
| SPXC — SPX Technologies, Inc. Common Stock (SPXC) [ST] | Joint | Sale (partial) | Jun 27, 2024 | Sep 12, 2026 |
| STRL — Sterling Infrastructure, Inc. - Common Stock (STRL) [ST] | Joint | Purchase | Jun 27, 2024 | Sep 12, 2026 |
| TEL — Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2024 | Sep 14, 2026 |
| ABNB — Morgan Stanley - Select UMA Account # 1 ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 26, 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 | Jun 26, 2024 | Sep 14, 2026 |
| ABNB — Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Joint | Sale (partial) | Jun 26, 2024 | Sep 12, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Joint | Sale (partial) | Jun 26, 2024 | Sep 12, 2026 |
| TEL — TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Joint | Purchase | Jun 26, 2024 | Sep 12, 2026 |
| TEL — Morgan Stanley - Select UMA Account # 1 ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 25, 2024 | Sep 14, 2026 |
| ISRG — Morgan Stanley - Select UMA Account # 1 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 25, 2024 | Sep 14, 2026 |
| VZ — Morgan Stanley - Select UMA Account # 1 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 25, 2024 | Sep 14, 2026 |
| ISRG — Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Joint | Purchase | Jun 25, 2024 | Sep 12, 2026 |
| TEL — TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Joint | Purchase | Jun 25, 2024 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Joint | Sale | Jun 25, 2024 | Sep 12, 2026 |
| TXN — Morgan Stanley - Select UMA Account # 1 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| SF — Morgan Stanley - Select UMA Account # 1 ⇒ Stifel Financial Corporation Common Stock (SF) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| SCHW — Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| SKY — Morgan Stanley - Select UMA Account # 1 ⇒ Skyline Champion Corporation Common Stock (SKY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| PGR — Morgan Stanley - Select UMA Account # 1 ⇒ Progressive Corporation (PGR) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| PAYX — Morgan Stanley - Select UMA Account # 1 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| NSC — Morgan Stanley - Select UMA Account # 1 ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| NSRGY — Morgan Stanley - Select UMA Account # 1 ⇒ NESTLE S.A S/ADR (NSRGY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 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 | Jun 21, 2024 | Sep 14, 2026 |
| LOW — Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| LRLCY — Morgan Stanley - Select UMA Account # 1 ⇒ L'Oreal Co. American Depositary Shares (LRLCY) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| JNJ — Morgan Stanley - Select UMA Account # 1 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| FAST — Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company - Common Stock (FAST) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| CSCO — Morgan Stanley - Select UMA Account # 1 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 2024 | Sep 14, 2026 |
| CINF — Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation - Common Stock (CINF) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 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 | Jun 21, 2024 | Sep 14, 2026 |
| APD — Morgan Stanley - Select UMA Account # 1 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 21, 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.