Elected Trades

All politicians

Jared Moskowitz

Updated Sep 14, 2026

Democrat · House FL23

Wikipedia biography ↗Years Elected: About 3.7Rank: #42

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

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.

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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
HCADependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HDDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HONDependent$1,001 - $15,000UnavailableUnavailable$203.44Sep 15, 2026Unavailable
ITWDependent$1,001 - $15,000UnavailableUnavailable$268.60Sep 15, 2026Unavailable
JNJDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
JPMDependent$1,001 - $15,000UnavailableUnavailable$352.49Sep 15, 2026Unavailable
LINDependent$1,001 - $15,000UnavailableUnavailable$462.96Sep 15, 2026Unavailable
LMTDependent$1,001 - $15,000UnavailableUnavailable$533.46Sep 15, 2026Unavailable
MADependent$1,001 - $15,000UnavailableUnavailable$573.27Sep 15, 2026Unavailable
MCDDependent$1,001 - $15,000UnavailableUnavailable$252.78Sep 15, 2026Unavailable
MCKDependent$1,001 - $15,000UnavailableUnavailable$899.56Sep 15, 2026Unavailable
METADependent$1,001 - $15,000UnavailableUnavailable$670.24Sep 15, 2026Unavailable
MSFTDependent$15,001 - $50,000UnavailableUnavailable$497.12Sep 15, 2026Unavailable
NEEDependent$1,001 - $15,000UnavailableUnavailable$81.07Sep 15, 2026Unavailable
NVDADependent$1,001 - $15,000UnavailableUnavailable$212.17Sep 15, 2026Unavailable
ORCLDependent$1,001 - $15,000UnavailableUnavailable$140.35Sep 15, 2026Unavailable
PEPDependentNoneUnavailableUnavailable$135.50Sep 15, 2026Unavailable
PGDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PEGDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
QCOMDependent$1,001 - $15,000UnavailableUnavailable$187.80Sep 15, 2026Unavailable
ROPDependent$1,001 - $15,000UnavailableUnavailable$383.94Sep 15, 2026Unavailable
RPMDependent$1,001 - $15,000UnavailableUnavailable$100.60Sep 15, 2026Unavailable
SPGIDependent$1,001 - $15,000UnavailableUnavailable$412.52Sep 15, 2026Unavailable
SHWDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
SNADependent$1,001 - $15,000UnavailableUnavailable$374.82Sep 15, 2026Unavailable
SODependent$1,001 - $15,000UnavailableUnavailable$85.95Sep 15, 2026Unavailable
SBUXDependentNoneUnavailableUnavailable$96.58Sep 15, 2026Unavailable
SYKDependent$1,001 - $15,000UnavailableUnavailable$281.50Sep 15, 2026Unavailable
TMUSDependent$1,001 - $15,000UnavailableUnavailable$180.47Sep 15, 2026Unavailable
TSMDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TXNDependentNoneUnavailableUnavailable$263.43Sep 15, 2026Unavailable
CIDependent$1,001 - $15,000UnavailableUnavailable$288.90Sep 15, 2026Unavailable
TJXDependent$1,001 - $15,000UnavailableUnavailable$124.60Sep 15, 2026Unavailable
TSCODependent$1,001 - $15,000UnavailableUnavailable$33.03Sep 15, 2026Unavailable
VDependent$1,001 - $15,000UnavailableUnavailable$375.62Sep 15, 2026Unavailable
GWWDependent$1,001 - $15,000UnavailableUnavailable$1269.53Sep 15, 2026Unavailable
WMTDependent$1,001 - $15,000UnavailableUnavailable$108.09Sep 15, 2026Unavailable
WMDependent$1,001 - $15,000UnavailableUnavailable$217.25Sep 15, 2026Unavailable
ABBVDependent$1,001 - $15,000UnavailableUnavailable$263.04Sep 15, 2026Unavailable
ACNDependent$1,001 - $15,000UnavailableUnavailable$193.40Sep 15, 2026Unavailable
GOOGDependent$1,001 - $15,000UnavailableUnavailable$341.43Sep 15, 2026Unavailable
AMZNDependent$1,001 - $15,000UnavailableUnavailable$248.42Sep 15, 2026Unavailable
AXPDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
AMGNDependent$1,001 - $15,000UnavailableUnavailable$375.65Sep 15, 2026Unavailable
ADIDependent$1,001 - $15,000UnavailableUnavailable$361.35Sep 15, 2026Unavailable
AAPLDependent$1,001 - $15,000UnavailableUnavailable$331.34Sep 15, 2026Unavailable
ATODependent$1,001 - $15,000UnavailableUnavailable$162.04Sep 15, 2026Unavailable
ADPDependent$1,001 - $15,000UnavailableUnavailable$276.53Sep 15, 2026Unavailable
BRK.BDependent$1,001 - $15,000UnavailableUnavailable$516.76Sep 15, 2026Unavailable
AVGODependent$1,001 - $15,000UnavailableUnavailable$339.27Sep 15, 2026Unavailable

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
AssetOwnerEstimated unitsEstimated value
Applied Materials, Inc. - Common Stock (AMAT) [ST]dependent25.9289267715642267991119897610920.49
ASML Holding N.V. - New York Registry Shares (ASML) [ST]dependent11.6828025291686745228603554318592.95
Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]dependent63.6665671938724758778474087232900.34
Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST]dependent18.5553262054410093466614096516724.84
STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST]dependent70.321701678825700975652632507483.64
Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]dependent50.9910771191841937539834289417409.88
Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST]dependent18.2036405005688282138794084217778.95
Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]dependent15.8574897180516327238491650620131.56
Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST]dependent249.15914045468701339146683285180.02
Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST]dependent52.3541537152766416909334816613234.08
Morgan Stanley Active Assets (6) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST]dependent199.265255292652552926525529314032.26
Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST]dependent93.5457468576439637532885121417567.89
Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST]dependent153.855769230769230769230769215477.89
Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST]dependent24.690615066506187698669876257980.50
Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST]dependent104.166395416965041338454527712979.13
Accenture plc Class A Ordinary Shares (ACN) [ST]not_reported81.1364234430079168751033954015691.78
Applied Materials, Inc. - Common Stock (AMAT) [ST]not_reported26.8689455630879407514390654911316.39
ASML Holding N.V. - New York Registry Shares (ASML) [ST]not_reported11.8985774341141026362323854218936.35
Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST]not_reported1363.64545454545454545454545581164.18
Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]not_reported96.4915945488908783447727046649863.00
Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST]not_reported37.6887306630795277964607927333970.74
Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]not_reported103.570745697896749521988527735362.16
Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST]not_reported122.2992036405005688282138794119445.96
W.W. Grainger, Inc. Common Stock (GWW) [ST]not_reported26.4602012762596911380381882933592.02
Morgan Stanley Active Assets (1) ⇒ Hormel Foods Corporation (HRL) [ST]not_reported249.15914045468701339146683285180.02
Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID) [ST]not_reported264.91721854304635761589403971091.46
McDonald's Corporation Common Stock (MCD) [ST]not_reported132.081827347374269558236490833387.64
Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST]not_reported404.738480697384806973848069728501.68
Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST]not_reported312.504807692307692307692307731437.98
Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST]not_reported24.690615066506187698669876257980.50
TJX Companies, Inc. (TJX) [ST]not_reported262.699428014974231451668086932732.35

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
ADI — Analog Devices, Inc. - Common Stock (ADI) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
CARR — Carrier Global Corporation Common Stock (CARR) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
CAT — Caterpillar, Inc. Common Stock (CAT) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
GS — Goldman Sachs Group, Inc. (GS) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
HON — Honeywell International Inc. (HON) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
ITW — Illinois Tool Works Inc. Common Stock (ITW) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
LECO — Lincoln Electric Holdings, Inc. - Common Shares (LECO) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Ptr
not_reported · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
LIN — Linde plc - Ordinary Shares (LIN) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
NEE — NextEra Energy, Inc. Common Stock (NEE) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Ptr
not_reported · S · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
ORCL — Oracle Corporation Common Stock (ORCL) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 22 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
PEP — Pepsico, Inc. (PEP) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 23 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 24 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
RPM — RPM International Inc. Common Stock (RPM) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 25 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
SHW — Sherwin-Williams Company (SHW) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
SO — Southern Company (SO) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 27 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
SYK — Stryker Corporation Common Stock (SYK) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 31 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 32 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
TJX — TJX Companies, Inc. (TJX) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 33 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
TSCO — Tractor Supply Company - Common Stock (TSCO) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 34 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
V — Visa Inc. (V) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Ptr
not_reported · P · $1,001 - $15,000

Apr 7, 2025Sep 11, 2026
AVGO — Morgan Stanley Active Assets (1) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 14 · Annual
not_reported · S · $15,001 - $50,000

Mar 11, 2025Sep 14, 2026
NVDA — Morgan Stanley Active Assets (1) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Annual
not_reported · P · $1,001 - $15,000

Mar 11, 2025Sep 14, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 3 · Ptr
not_reported · S · $15,001 - $50,000

Mar 11, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · P · $1,001 - $15,000

Mar 11, 2025Sep 11, 2026
TJX — Morgan Stanley Active Assets (1) ⇒ TJX Companies, Inc. (TJX) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Annual
not_reported · P · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
AVGO — Morgan Stanley Active Assets (5) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Annual
dependent · S · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
ELV — Morgan Stanley Active Assets (5) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Annual
dependent · S · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
TJX — Morgan Stanley Active Assets (5) ⇒ TJX Companies, Inc. (TJX) [ST]DependentPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Annual
dependent · P · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
TJX — Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST]DependentPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 43 · Annual
dependent · P · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
AVGO — Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 44 · Annual
dependent · S · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
ELV — Morgan Stanley Active Assets (1) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 65 · Annual
not_reported · S · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
NVDA — Morgan Stanley Active Assets (1) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 67 · Annual
not_reported · P · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
NVDA — Morgan Stanley Active Assets (5) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]DependentPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 75 · Annual
dependent · P · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
NVDA — Morgan Stanley Active Assets (6) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]DependentPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 78 · Annual
dependent · P · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
ELV — Morgan Stanley Active Assets (6) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 81 · Annual
dependent · S · $1,001 - $15,000

Mar 10, 2025Sep 14, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]DependentSale
Source rows (2)

$2,002–$30,000

Original ↗ · Row 1 · Ptr
dependent · S · $1,001 - $15,000

Original ↗ · Row 2 · Ptr
dependent · S · $1,001 - $15,000

Mar 10, 2025Sep 11, 2026
ELV — Elevance Health, Inc. Common Stock (ELV) [ST]Multiple ownersSale
Source rows (3)

$3,003–$45,000

Original ↗ · Row 4 · Ptr
dependent · S · $1,001 - $15,000

Original ↗ · Row 5 · Ptr
dependent · S · $1,001 - $15,000

Original ↗ · Row 6 · Ptr
not_reported · S · $1,001 - $15,000

Mar 10, 2025Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]Multiple ownersPurchase
Source rows (3)

$3,003–$45,000

Original ↗ · Row 8 · Ptr
dependent · P · $1,001 - $15,000

Original ↗ · Row 9 · Ptr
dependent · P · $1,001 - $15,000

Original ↗ · Row 10 · Ptr
not_reported · P · $1,001 - $15,000

Mar 10, 2025Sep 11, 2026
TJX — TJX Companies, Inc. (TJX) [ST]Multiple ownersPurchase
Source rows (3)

$3,003–$45,000

Original ↗ · Row 14 · Ptr
dependent · P · $1,001 - $15,000

Original ↗ · Row 15 · Ptr
dependent · P · $1,001 - $15,000

Original ↗ · Row 16 · Ptr
not_reported · P · $1,001 - $15,000

Mar 10, 2025Sep 11, 2026
WST — Morgan Stanley Active Assets (6) ⇒ West Pharmaceutical Services, Inc. Common Stock (WST) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 42 · Annual
dependent · S · $1,001 - $15,000

Feb 13, 2025Sep 14, 2026
WST — West Pharmaceutical Services, Inc. Common Stock (WST) [ST]DependentSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
dependent · S · $1,001 - $15,000

Feb 13, 2025Sep 11, 2026
SYK — Morgan Stanley Active Assets (5) ⇒ Stryker Corporation Common Stock (SYK) [ST]DependentPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Annual
dependent · P · $1,001 - $15,000

Jan 15, 2025Sep 14, 2026
SYK — Morgan Stanley Active Assets (6) ⇒ Stryker Corporation Common Stock (SYK) [ST]DependentPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Annual
dependent · P · $1,001 - $15,000

Jan 15, 2025Sep 14, 2026
ABT — Morgan Stanley Active Assets (1) ⇒ Abbott Laboratories Common Stock (ABT) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Annual
not_reported · S · $1,001 - $15,000

Jan 15, 2025Sep 14, 2026
ABT — Morgan Stanley Active Assets (5) ⇒ Abbott Laboratories Common Stock (ABT) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Annual
dependent · S · $1,001 - $15,000

Jan 15, 2025Sep 14, 2026
ABT — Morgan Stanley Active Assets (6) ⇒ Abbott Laboratories Common Stock (ABT) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Annual
dependent · S · $1,001 - $15,000

Jan 15, 2025Sep 14, 2026
MRK — Morgan Stanley Active Assets (5) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]DependentSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Annual
dependent · S · $1,001 - $15,000

Jan 15, 2025Sep 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.

FiledReportHoldings dateAvailability
Aug 27, 2026Jared Moskowitz — PTR filed 2026-08-27
Ptr
Not establishedParsed
Aug 13, 2026Jared Moskowitz — Annual report filed 2026-08-13
Annual
Dec 31, 2025Needs review
Jul 26, 2026Jared Moskowitz — PTR filed 2026-07-26
Ptr
Not establishedParsed
Jun 19, 2026Jared Moskowitz — PTR filed 2026-06-19
Ptr
Not establishedParsed
Apr 30, 2026Jared Moskowitz — PTR filed 2026-04-30
Ptr
Not establishedParsed
Apr 1, 2026Jared Moskowitz — Financial disclosure (X) filed 2026-04-01
Financial
Not establishedParsed
Mar 30, 2026Jared Moskowitz — PTR filed 2026-03-30
Ptr
Not establishedParsed
Jan 16, 2026Jared Moskowitz — PTR filed 2026-01-16
Ptr
Not establishedParsed
Nov 22, 2025Jared Moskowitz — PTR filed 2025-11-22
Ptr
Not establishedParsed
Aug 13, 2025Jared Moskowitz — Annual report filed 2025-08-13
Annual
Dec 31, 2024Needs review
Jun 27, 2025Jared Moskowitz — PTR filed 2025-06-27
Ptr
Not establishedParsed
May 9, 2025Jared Moskowitz — Financial disclosure (X) filed 2025-05-09
Financial
Not establishedNeeds review
May 9, 2025Jared Moskowitz — PTR filed 2025-05-09
Ptr
Not establishedParsed
Apr 8, 2025Jared Moskowitz — PTR filed 2025-04-08
Ptr
Not establishedParsed
Mar 6, 2025Jared Moskowitz — PTR filed 2025-03-06
Ptr
Not establishedParsed
Feb 10, 2025Jared Moskowitz — PTR filed 2025-02-10
Ptr
Not establishedParsed
Dec 9, 2024Jared Moskowitz — PTR filed 2024-12-09
Ptr
Not establishedParsed
Aug 21, 2024Jared Moskowitz — Financial disclosure (A) filed 2024-08-21
Financial
Not establishedNeeds review
Aug 21, 2024Jared Moskowitz — PTR filed 2024-08-21
Ptr
Not establishedParsed
Aug 19, 2024Jared Moskowitz — PTR filed 2024-08-19
Ptr
Not establishedParsed
Aug 13, 2024Jared Moskowitz — Annual report filed 2024-08-13
Annual
Dec 31, 2023Needs review
Aug 6, 2024Jared Moskowitz — PTR filed 2024-08-06
Ptr
Not establishedParsed
Apr 23, 2024Jared Moskowitz — Financial disclosure (X) filed 2024-04-23
Financial
Not establishedNeeds review
Jan 22, 2024Jared Moskowitz — PTR filed 2024-01-22
Ptr
Not establishedParsed
Oct 12, 2023Jared Moskowitz — PTR filed 2023-10-12
Ptr
Not establishedParsed
Aug 13, 2023Jared Moskowitz — Financial disclosure (H) filed 2023-08-13
Financial
Not establishedNeeds review
May 12, 2023Jared Moskowitz — PTR filed 2023-05-12
Ptr
Not establishedParsed
Apr 12, 2023Jared Moskowitz — Financial disclosure (X) filed 2023-04-12
Financial
Not establishedParsed
Apr 12, 2023Jared Moskowitz — PTR filed 2023-04-12
Ptr
Not establishedParsed
Mar 10, 2023Jared Moskowitz — PTR filed 2023-03-10
Ptr
Not establishedParsed