1 year
11.65%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.95 percentage points
2025-09-15 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
Jared Moskowitz
Updated Sep 14, 2026Democrat · House FL23
Wikipedia biography ↗Years Elected: About 3.7Rank: #42
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
49.03%
Cumulative estimated return
SPY: 70.83%
Outperformance: -21.80 percentage points
2023-09-15 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
5 years
45.63%
Cumulative estimated return
SPY: 89.78%
Outperformance: -44.15 percentage points
2023-02-21 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
- Available investment history starts 2023-02-21.
As of Sep 15, 2026. 304 parsed trades. Ranks use three-year return.
How estimates are calculated
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.
Current holdings
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 |
|---|---|---|---|---|---|---|
| ABT | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| ACN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AXP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| ADI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $361.35Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ATO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $162.04Sep 15, 2026 | Unavailable |
| ADP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| AVGO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| BRO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $67.23Sep 15, 2026 | Unavailable |
| CARR | Not reported | None | Unavailable | Unavailable | $55.54Sep 15, 2026 | Unavailable |
| CAT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $783.54Sep 15, 2026 | Unavailable |
| CB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| COST | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| CMI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $538.02Sep 15, 2026 | Unavailable |
| DELL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| RACE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $976.67Sep 15, 2026 | Unavailable |
| HCA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| ITW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LECO | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| LIN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $462.96Sep 15, 2026 | Unavailable |
| LMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| LUMN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MCD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MCK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $899.56Sep 15, 2026 | Unavailable |
| META | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NVDA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| ORCL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $140.35Sep 15, 2026 | Unavailable |
| PEP | Not reported | None | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $187.80Sep 15, 2026 | Unavailable |
| ROP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $383.94Sep 15, 2026 | Unavailable |
| RPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $100.60Sep 15, 2026 | Unavailable |
| SPGI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| CRM | Not reported | None | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| SHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $85.95Sep 15, 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.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | dependent | 25.92892677156422679911198976 | 10920.49 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | dependent | 11.68280252916867452286035543 | 18592.95 |
| Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | dependent | 63.66656719387247587784740872 | 32900.34 |
| Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST] | dependent | 18.55532620544100934666140965 | 16724.84 |
| STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST] | dependent | 70.32170167882570097565263250 | 7483.64 |
| Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | dependent | 50.99107711918419375398342894 | 17409.88 |
| Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | dependent | 18.20364050056882821387940842 | 17778.95 |
| Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | dependent | 15.85748971805163272384916506 | 20131.56 |
| Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST] | dependent | 249.1591404546870133914668328 | 5180.02 |
| Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST] | dependent | 52.35415371527664169093348166 | 13234.08 |
| Morgan Stanley Active Assets (6) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | dependent | 199.2652552926525529265255293 | 14032.26 |
| Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST] | dependent | 93.54574685764396375328851214 | 17567.89 |
| Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST] | dependent | 153.8557692307692307692307692 | 15477.89 |
| Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST] | dependent | 24.69061506650618769866987625 | 7980.50 |
| Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST] | dependent | 104.1663954169650413384545277 | 12979.13 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 81.13642344300791687510339540 | 15691.78 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 26.86894556308794075143906549 | 11316.39 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 11.89857743411410263623238542 | 18936.35 |
| Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 1363.645454545454545454545455 | 81164.18 |
| Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 96.49159454889087834477270466 | 49863.00 |
| Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 37.68873066307952779646079273 | 33970.74 |
| Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 103.5707456978967495219885277 | 35362.16 |
| Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 122.2992036405005688282138794 | 119445.96 |
| W.W. Grainger, Inc. Common Stock (GWW) [ST] | not_reported | 26.46020127625969113803818829 | 33592.02 |
| Morgan Stanley Active Assets (1) ⇒ Hormel Foods Corporation (HRL) [ST] | not_reported | 249.1591404546870133914668328 | 5180.02 |
| Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID) [ST] | not_reported | 264.9172185430463576158940397 | 1091.46 |
| McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 132.0818273473742695582364908 | 33387.64 |
| Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | not_reported | 404.7384806973848069738480697 | 28501.68 |
| Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST] | not_reported | 312.5048076923076923076923077 | 31437.98 |
| Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 24.69061506650618769866987625 | 7980.50 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 262.6994280149742314516680869 | 32732.35 |
Completed trades
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. 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. | ||||||
All trades
676 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| MRK — Morgan Stanley Active Assets (6) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| MRK — Morgan Stanley Active Assets (1) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| ABBV — Morgan Stanley Active Assets (5) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| ABBV — Morgan Stanley Active Assets (1) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| MCK — Morgan Stanley Active Assets (1) ⇒ McKesson Corporation Common Stock (MCK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| CNI — Morgan Stanley Active Assets (1) ⇒ Canadian National Railway Company Common Stock (CNI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| GS — Morgan Stanley Active Assets (1) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| GS — Morgan Stanley Active Assets (5) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| MCK — Morgan Stanley Active Assets (5) ⇒ McKesson Corporation Common Stock (MCK) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| CNI — Morgan Stanley Active Assets (5) ⇒ Canadian National Railway Company Common Stock (CNI) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| CNI — Morgan Stanley Active Assets (6) ⇒ Canadian National Railway Company Common Stock (CNI) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| GS — Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Multiple owners | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Jan 15, 2025 | Sep 11, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Jan 15, 2025 | Sep 11, 2026 |
| CNI — Canadian National Railway Company Common Stock (CNI) [ST] | Multiple owners | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr Original ↗ · Row 8 · Ptr | Jan 15, 2025 | Sep 11, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr Original ↗ · Row 11 · Ptr | Jan 15, 2025 | Sep 11, 2026 |
| MCK — McKesson Corporation Common Stock (MCK) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 12 · Ptr Original ↗ · Row 13 · Ptr | Jan 15, 2025 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Multiple owners | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 14 · Ptr Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr | Jan 15, 2025 | Sep 11, 2026 |
| SYK — Stryker Corporation Common Stock (SYK) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 17 · Ptr Original ↗ · Row 18 · Ptr | Jan 15, 2025 | Sep 11, 2026 |
| QCOM — Morgan Stanley Active Assets (1) ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| TXN — Morgan Stanley Active Assets (1) ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| AOS — Morgan Stanley Active Assets (1) ⇒ A.O. Smith Corporation Common Stock (AOS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| MCD — Morgan Stanley Active Assets (1) ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| HD — Morgan Stanley Active Assets (1) ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| ADI — Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| ACN — Morgan Stanley Active Assets (1) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| CVX — Morgan Stanley Active Assets (1) ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| XOM — Morgan Stanley Active Assets (1) ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| WST — Morgan Stanley Active Assets (1) ⇒ West Pharmaceutical Services, Inc. Common Stock (WST) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| AMZN — Morgan Stanley Active Assets (1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| ORCL — Morgan Stanley Active Assets (1) ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| PEP — Morgan Stanley Active Assets (5) ⇒ Pepsico, Inc. (PEP) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| TSCO — Morgan Stanley Active Assets (5) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| AMZN — Morgan Stanley Active Assets (5) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| LMT — Morgan Stanley Active Assets (5) ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| NVDA — Morgan Stanley Active Assets (5) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| JPM — Morgan Stanley Active Assets (5) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| LIN — Morgan Stanley Active Assets (5) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| TMUS — Morgan Stanley Active Assets (5) ⇒ T-Mobile US, Inc. (TMUS) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| META — Morgan Stanley Active Assets (5) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| ELV — Morgan Stanley Active Assets (5) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (5) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| SBCF — Morgan Stanley Active Assets (5) ⇒ Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| GOOG — Morgan Stanley Active Assets (5) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| BRK.B — Morgan Stanley Active Assets (5) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| MRK — Morgan Stanley Active Assets (5) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| CMI — Morgan Stanley Active Assets (5) ⇒ Cummins Inc. Common Stock (CMI) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| ATO — Morgan Stanley Active Assets (5) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| JNJ — Morgan Stanley Active Assets (5) ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
All disclosures
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.