1 year
11.64%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.96 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: #45
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
49.02%
Cumulative estimated return
SPY: 70.83%
Outperformance: -21.81 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
45.62%
Cumulative estimated return
SPY: 89.78%
Outperformance: -44.16 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 |
|---|---|---|---|---|---|---|
| BRO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $65.88Sep 16, 2026 | Unavailable |
| CARR | Dependent | None | Unavailable | Unavailable | $54.26Sep 16, 2026 | Unavailable |
| CAT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $782.72Sep 16, 2026 | Unavailable |
| CB | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $107.74Sep 16, 2026 | Unavailable |
| COST | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $893.74Sep 16, 2026 | Unavailable |
| CMI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $527.50Sep 16, 2026 | Unavailable |
| DELL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1137.82Sep 16, 2026 | Unavailable |
| GS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $937.98Sep 16, 2026 | Unavailable |
| HD | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $207.66Sep 16, 2026 | Unavailable |
| ITW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $267.33Sep 16, 2026 | Unavailable |
| JNJ | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $348.92Sep 16, 2026 | Unavailable |
| LIN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $462.09Sep 16, 2026 | Unavailable |
| LMT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $537.25Sep 16, 2026 | Unavailable |
| MCD | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $248.56Sep 16, 2026 | Unavailable |
| MCK | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $887.29Sep 16, 2026 | Unavailable |
| META | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $673.31Sep 16, 2026 | Unavailable |
| MSFT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $490.30Sep 16, 2026 | Unavailable |
| NEE | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $80.37Sep 16, 2026 | Unavailable |
| NVDA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| ORCL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $143.16Sep 16, 2026 | Unavailable |
| PG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $184.84Sep 16, 2026 | Unavailable |
| ROP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $375.82Sep 16, 2026 | Unavailable |
| RPM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $99.78Sep 16, 2026 | Unavailable |
| SPGI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $406.76Sep 16, 2026 | Unavailable |
| SHW | Dependent | None | Unavailable | Unavailable | $321.46Sep 16, 2026 | Unavailable |
| SO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $86.23Sep 16, 2026 | Unavailable |
| SBUX | Dependent | None | Unavailable | Unavailable | $97.34Sep 16, 2026 | Unavailable |
| SYK | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $284.76Sep 16, 2026 | Unavailable |
| TMUS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $176.26Sep 16, 2026 | Unavailable |
| TSM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TXN | Dependent | None | Unavailable | Unavailable | $260.67Sep 16, 2026 | Unavailable |
| TJX | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $122.84Sep 16, 2026 | Unavailable |
| TSCO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $32.78Sep 16, 2026 | Unavailable |
| V | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $370.93Sep 16, 2026 | Unavailable |
| GWW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1258.26Sep 16, 2026 | Unavailable |
| WMT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $107.50Sep 16, 2026 | Unavailable |
| WM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $214.00Sep 16, 2026 | Unavailable |
| AMZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| BRK.B | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $332.41Sep 16, 2026 | Unavailable |
| BRK.B | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| AMZN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| AAPL | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $332.41Sep 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.
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 — Merck & Company, Inc. Common Stock (MRK) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 17 · Ptr Original ↗ · Row 18 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Dependent | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 19 · Ptr Original ↗ · Row 20 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| ROP — Roper Technologies, Inc. (ROP) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 21 · Ptr Original ↗ · Row 22 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Dependent | Sale (mixed sale types)Source rows (2)$2,002–$30,000 Original ↗ · Row 25 · Ptr Original ↗ · Row 26 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Dependent | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 27 · Ptr Original ↗ · Row 28 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Multiple owners | PurchaseSource rows (3)Combined amount unconfirmed Original ↗ · Row 29 · Ptr Original ↗ · Row 30 · Ptr Original ↗ · Row 72 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| TSCO — Tractor Supply Company (TSCO) [ST] | Dependent | Purchase | Dec 28, 2023 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Dependent | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 32 · Ptr Original ↗ · Row 33 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| WST — West Pharmaceutical Services, Inc. (WST) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 34 · Ptr Original ↗ · Row 82 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Not reported | Purchase | Dec 26, 2023 | Sep 12, 2026 |
| SBCF — Morgan Stanley Active Assets (3) ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 69 · Annual | Dec 14, 2023 | Sep 14, 2026 |
| SBCF — Morgan Stanley Active Assets (4) ⇒ Seacoast Banking Corporation of Florida (SBCF) [ST] | Dependent | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 71 · Annual | Dec 14, 2023 | Sep 14, 2026 |
| SBCF — Seacoast Banking Corporation of Florida (SBCF) [ST] | Dependent | Sale (partial)Source rows (2)$30,002–$100,000 Original ↗ · Row 23 · Ptr Original ↗ · Row 24 · Ptr | Dec 14, 2023 | Sep 12, 2026 |
| CMI — Morgan Stanley Active Assets (1) ⇒ Cummins Inc. Common Stock (CMI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 27, 2023 | Sep 14, 2026 |
| RTX — Morgan Stanley Active Assets (1) ⇒ RTX Corporation Common Stock (RTX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 27, 2023 | Sep 14, 2026 |
| TGT — Morgan Stanley Active Assets (1) ⇒ Target Corporation Common Stock (TGT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 27, 2023 | Sep 14, 2026 |
| CMI — Morgan Stanley Active Assets (5) ⇒ Cummins Inc. (CMI) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Sep 27, 2023 | Sep 14, 2026 |
| TGT — Morgan Stanley Active Assets (5) ⇒ Target Corporation (TGT) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Sep 27, 2023 | Sep 14, 2026 |
| CMI — Morgan Stanley Active Assets (6) ⇒ Cummins Inc. (CMI) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Sep 27, 2023 | Sep 14, 2026 |
| TGT — Morgan Stanley Active Assets (6) ⇒ Target Corporation (TGT) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Sep 27, 2023 | Sep 14, 2026 |
| RTX — RTX Corporation Common Stock (RTX) [ST] | Not reported | Sale | Sep 27, 2023 | Sep 12, 2026 |
| TGT — Target Corporation Common Stock (TGT) [ST] | Not reported | Sale | Sep 27, 2023 | Sep 12, 2026 |
| CMI — Cummins Inc. (CMI) [ST] | Multiple owners | PurchaseSource rows (3)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 20 · Ptr | Sep 27, 2023 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Dependent | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Sep 27, 2023 | Sep 12, 2026 |
| AAPL — Morgan Stanley Active Assets (1) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| ATO — Morgan Stanley Active Assets (1) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| LLY — Morgan Stanley Active Assets (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| LIN — Morgan Stanley Active Assets (1) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| MRK — Morgan Stanley Active Assets (1) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| MSFT — Morgan Stanley Active Assets (1) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| NKE — Morgan Stanley Active Assets (1) ⇒ Nike, Inc. Common Stock (NKE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| PFE — Morgan Stanley Active Assets (1) ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| SYY — Morgan Stanley Active Assets (1) ⇒ Sysco Corporation Common Stock (SYY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| TSCO — Morgan Stanley Active Assets (1) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 1, 2023 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| ATO — Atmos Energy Corporation Common Stock (ATO) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| LIN — Linde plc - Ordinary Shares (LIN) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| NKE — Nike, Inc. Common Stock (NKE) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | Sale | Sep 1, 2023 | Sep 12, 2026 |
| SYY — Sysco Corporation Common Stock (SYY) [ST] | Not reported | Sale | Sep 1, 2023 | Sep 12, 2026 |
| TSCO — Tractor Supply Company - Common Stock (TSCO) [ST] | Not reported | Purchase | Sep 1, 2023 | Sep 12, 2026 |
| MRK — Morgan Stanley Active Assets (1) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 18, 2023 | Sep 14, 2026 |
| AOS — Morgan Stanley Active Assets (1) ⇒ A.O. Smith Corporation Common Stock (AOS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 14, 2023 | 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 | Jul 14, 2023 | Sep 14, 2026 |
| GOOG — Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 14, 2023 | Sep 14, 2026 |
| AMGN — Morgan Stanley Active Assets (1) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 14, 2023 | 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.