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Josh Gottheimer

Rep. (D-NJ-5)

Disclosed trades
2,893
Purchases
1,186
Sales
1,704
Stocks traded
473
Likely still held
134
Latest trade
Jul 24, 2026
Latest filing
Aug 11, 2026

Stocks traded

Most-filed 24 of 473 tickers, with the latest disclosed action
MSFTMicrosoft CorporationSoldMay 19, 2026AAPLApple Inc.SoldApr 9, 2025GOOGGOOGSoldApr 9, 2025TSLATesla, Inc.SoldJun 5, 2025LLYEli Lilly and CompanySoldMay 13, 2025NVDANVIDIA CorporationBoughtJun 24, 2025AMDAdvanced Micro Devices, Inc.BoughtMay 5, 2026CRMSalesforce, Inc.SoldJun 4, 2025SCHWThe Charles Schwab CorporationBoughtApr 7, 2025DEDeere & CompanySoldJun 28, 2024MAMastercard IncorporatedSoldApr 9, 2025PYPLPayPal Holdings, Inc.SoldMar 3, 2025UBERUber Technologies, Inc.SoldJan 30, 2026ABBVAbbVie Inc.SoldMay 5, 2026FISFidelity National Information Services, Inc.SoldNov 19, 2025MELIMercadoLibre, Inc.SoldJan 27, 2025BKNGBooking Holdings Inc.SoldJun 1, 2026KOThe Coca-Cola CompanySoldApr 9, 2025LOWLowe's Companies, Inc.SoldApr 9, 2025NFLXNetflix, Inc.SoldApr 9, 2025ORCLOracle CorporationSoldJan 28, 2025TSMTSMSoldApr 9, 2025BXBlackstone Inc.SoldApr 14, 2025BABABABASoldJun 1, 2026

Likely current holdings

18 most recently active of 134

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

GOOGLFirst bought Oct 17, 2024Last bought Jul 24, 20266 filingsOn the 2024 disclosureNICEFirst bought Oct 17, 2025Last bought Jul 20, 20262 filingsMNSTFirst bought Nov 7, 2022Last bought Jul 17, 202614 filingsOn the 2024 disclosurePANWFirst bought Nov 28, 2023Last bought Jul 16, 20266 filingsOn the 2024 disclosureCRWDFirst bought Jul 15, 20261 filingLITEFirst bought May 22, 20261 filingMUFirst bought May 21, 20261 filingADIFirst bought May 19, 20261 filingSNDKFirst bought May 7, 20261 filingAMDFirst bought Oct 2, 2018Last bought May 5, 202631 filingsOn the 2024 disclosureTWLOFirst bought Feb 24, 2021Last bought May 4, 20265 filingsGSFirst bought Mar 17, 2020Last bought Apr 16, 20268 filingsOn the 2024 disclosureFCXFirst bought Feb 16, 2021Last bought Apr 15, 202613 filingsOn the 2024 disclosureIFNNYFirst bought May 6, 2022Last bought Apr 13, 202615 filingsCBZFirst bought Feb 23, 2023Last bought Apr 6, 20265 filingsOn the 2024 disclosureFWRGFirst bought Aug 6, 2024Last bought Apr 6, 20263 filingsNTESFirst bought Oct 17, 2025Last bought Apr 6, 20263 filingsSEFirst bought May 23, 2025Last bought Mar 10, 20263 filings+116 more in the ledger

Reported holdings

437 assets listed

As reported in their 2024 annual disclosure, filed Aug 11, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

QQQInvesco QQQ Trust, Series 1Morgan Stanley - Active Asset Account # 1$15,001 - $50,000DIAState Street SPDR Dow Jones Industrial Average ETF TrustMorgan Stanley - Active Asset Account # 1$50,001 - $100,000SPYState Street SPDR S&P 500 ETFMorgan Stanley - Active Asset Account # 1$100,001 - $250,000AKAMAkamai Technologies, Inc.Joint · Morgan Stanley - Active Asset Account # 3$1,001 - $15,000ALLYAlly Financial Inc.Joint · Morgan Stanley - Active Asset Account # 3$1,001 - $15,000AMZNAmazon.com, Inc.Joint · Morgan Stanley - Active Asset Account # 3$100,001 - $250,000AAPLApple Inc.Joint · Morgan Stanley - Active Asset Account # 3$500,001 - $1,000,000TAT&T Inc.Joint · Morgan Stanley - Active Asset Account # 3$1,001 - $15,000COTYCoty Inc.Joint · Morgan Stanley - Active Asset Account # 3$1 - $1,000DRIDarden Restaurants, Inc.Joint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000DLTRDollar Tree, Inc.Joint · Morgan Stanley - Active Asset Account # 3$1,001 - $15,000LLYEli Lilly and CompanyJoint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000FISFidelity National Information Services, Inc.Joint · Morgan Stanley - Active Asset Account # 3$1,001 - $15,000FFord Motor CompanyJoint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000GSThe Goldman Sachs Group, Inc.Joint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000HDThe Home Depot, Inc.Joint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000MKTXMarketAxess Holdings Inc.Joint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000MLMMartin Marietta Materials, Inc.Joint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000METAMeta Platforms, Inc.Joint · Morgan Stanley - Active Asset Account # 3$250,001 - $500,000MSFTMicrosoft CorporationJoint · Morgan Stanley - Active Asset Account # 3$500,001 - $1,000,000PFGCPerformance Food Group CoJoint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000PFEPfizer Inc.Joint · Morgan Stanley - Active Asset Account # 3$1,001 - $15,000SYFSynchrony FinancialJoint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000TSCOTractor Supply CompanyJoint · Morgan Stanley - Active Asset Account # 3$15,001 - $50,000
Show 215 more listed stocks and funds
UALUnited Airlines Holdings, Inc.Joint · Morgan Stanley - Active Asset Account # 3$50,001 - $100,000VLYValley National BancorpJoint · Morgan Stanley - Active Asset Account # 3$1,001 - $15,000QQQInvesco QQQ Trust, Series 1Spouse · Morgan Stanley - Active Asset Account # 4$15,001 - $50,000DIAState Street SPDR Dow Jones Industrial Average ETF TrustSpouse · Morgan Stanley - Active Asset Account # 4$15,001 - $50,000SPYState Street SPDR S&P 500 ETFSpouse · Morgan Stanley - Active Asset Account # 4$15,001 - $50,000PAVEGlobal X - U.S. Infrastructure Development ETFJoint · Morgan Stanley - Portfolio Management$100,001 - $250,000QQQInvesco QQQ Trust, Series 1Joint · Morgan Stanley - Portfolio Management$100,001 - $250,000IJHiShares Core S&P Mid-Cap ETFJoint · Morgan Stanley - Portfolio Management$100,001 - $250,000IYEiShares U.S. Energy ETFJoint · Morgan Stanley - Portfolio ManagementNoneIYWiShares U.S. Technology ETFJoint · Morgan Stanley - Portfolio Management$100,001 - $250,000SPYState Street SPDR S&P 500 ETFJoint · Morgan Stanley - Portfolio Management$250,001 - $500,000VOOVanguard S&P 500 ETFJoint · Morgan Stanley - Portfolio Management$1,000,001 - $5,000,000VTIVanguard Morningstar Total Stock Market ETFJoint · Morgan Stanley - Portfolio Management$15,001 - $50,000HEDJWisdomTree Europe Hedged Equity FundJoint · Morgan Stanley - Portfolio ManagementNoneMSFTMicrosoft CorporationJoint · Morgan Stanley - Portfolio Management Active Assets Account$5,000,001 - $25,000,000MSFTMicrosoft CorporationJoint · Morgan Stanley - Portfolio Management Active Assets Account$1,000,001 - $5,000,000MSFTMicrosoft CorporationJoint · Morgan Stanley - Portfolio Management Active Assets Account$1,000,001 - $5,000,000MSFTMicrosoft CorporationJoint · Morgan Stanley - Portfolio Management Active Assets Account$1,000,001 - $5,000,000MSFTMicrosoft CorporationJoint · Morgan Stanley - Portfolio Management Active Assets AccountNoneMSFTMicrosoft CorporationJoint · Morgan Stanley - Portfolio Management Active Assets AccountNoneMSFTMicrosoft CorporationJoint · Morgan Stanley - Portfolio Management Active Assets AccountNoneMMM3M CompanyJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ABTAbbott LaboratoriesJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ADBEAdobe Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneAEISAdvanced Energy Industries, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000AMDAdvanced Micro Devices, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneADCAgree Realty CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000APDAir Products and Chemicals, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000ABNBAirbnb, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneALGNAlign Technology, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneALGMAllegro MicroSystems, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ALNYAlnylam Pharmaceuticals, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneABEVAmbev S.A.Joint · Morgan Stanley - Select UMA Account # 1$1 - $1,000ABCBAmeris BancorpJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000APHAmphenol CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000APPFAppFolio Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000AAPLApple Inc.Joint · Morgan Stanley - Select UMA Account # 1$100,001 - $250,000APPAppLovin CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ARQTArcutis Biotherapeutics, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ANETArista Networks, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ABGAsbury Automotive Group, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000AZOAutoZone, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000AVNTAvient CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BCPCBalchem CorpJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BHPBHP Group LimitedJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BCRXBioCryst Pharmaceuticals, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BNTXBioNTech SEJoint · Morgan Stanley - Select UMA Account # 1NoneBLKBlackRock, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000BXBlackstone Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BKNGBooking Holdings Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BOOTBoot Barn Holdings, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000AVGOBroadcom Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000CATYCathay General BancorpJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000CBZCBIZ, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000CELHCelsius Holdings, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneSKYChampion Homes, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SCHWThe Charles Schwab CorporationJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000LNGCheniere Energy, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneCVXChevron CorporationJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000CHRDChord Energy CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000CINFCincinnati Financial CorporationJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000CSCOCisco Systems, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000KOThe Coca-Cola CompanyJoint · Morgan Stanley - Select UMA Account # 1NoneCTSHCognizant Technology Solutions CorporationJoint · Morgan Stanley - Select UMA Account # 1NoneCNSCohen & Steers, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000COPConocoPhillipsJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BAPCredicorp Ltd.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000CRNXCrinetics Pharmaceuticals, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000CCICrown Castle Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000DHID.R. Horton, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000DEDeere & CompanyJoint · Morgan Stanley - Select UMA Account # 1NoneDDominion Energy, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000DASHDoorDash, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000DCODucommun IncorporatedJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ETNEaton Corporation plcJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000EWEdwards Lifesciences CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000LLYEli Lilly and CompanyJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000FICOFair Isaac CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000FASTFastenal CompanyJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000FISFidelity National Information Services, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000FSLRFirst Solar, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneFMXFomento Económico Mexicano, S.A.B. de C.V.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000FCXFreeport-McMoRan Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneGTESGates Industrial Corporation plcJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000GBCIGlacier Bancorp, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000GMEDGlobus Medical, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000GSThe Goldman Sachs Group, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000LOPEGrand Canyon Education, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000HALOHalozyme Therapeutics, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000HCAHCA Healthcare, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneHDBHDFC Bank LimitedJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000HQYHealthEquity, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000HDThe Home Depot, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000HLIHoulihan Lokey, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000HUBSHubSpot, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000IBNICICI Bank LimitedJoint · Morgan Stanley - Select UMA Account # 1NoneICUIICU Medical, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000IDAIDACORP, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000IRTIndependence Realty Trust, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000INDBIndependent Bank Corp.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000INSMInsmed IncorporatedJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000INTAIntapp, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000IBMInternational Business Machines CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000INTUIntuit Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ISRGIntuitive Surgical, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000IVViShares Core S&P 500 ETFJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000IWFiShares Russell 1000 Growth ETFJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000IWMiShares Russell 2000 ETFJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000ITTITT Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000JBLJabil Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneJNJJohnson & JohnsonJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000KKRKKR & Co. Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000LRCXLam Research CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000LINLinde plcJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000LADLithia Motors, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneLOWLowe's Companies, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000MTSIMACOM Technology Solutions Holdings, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MGYMagnolia Oil & Gas CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MARMarriott International, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneMAMastercard IncorporatedJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000MTDRMatador Resources CompanyJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MCDMcDonald's CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MCKMcKesson CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MEDPMedpace Holdings, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MELIMercadoLibre, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MRKMerck & Co., Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000METAMeta Platforms, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000MSFTMicrosoft CorporationJoint · Morgan Stanley - Select UMA Account # 1$50,001 - $100,000MTXMorgan Stanley - Select UMA Account # 1 ⇒ Minerals Technologies Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000MRNAModerna, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneMDBMongoDB, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneMNSTMonster Beverage CorporationJoint · Morgan Stanley - Select UMA Account # 1NoneMSMorgan StanleyJoint · Morgan Stanley - Select UMA Account # 1NoneMSCIMSCI Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneNTRANatera, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000NHINational Health Investors, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000NFLXNetflix, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000NSCNorfolk Southern CorporationJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000NOCNorthrop Grumman CorporationJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000NWENorthwestern Energy Group IncJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000NOVTNovanta Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000NVDANVIDIA CorporationJoint · Morgan Stanley - Select UMA Account # 1$50,001 - $100,000ONON Semiconductor CorporationJoint · Morgan Stanley - Select UMA Account # 1NoneORCLOracle CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000PANWPalo Alto Networks, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000PATKPatrick Industries, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000PTENPatterson-UTI Energy, Inc.Joint · Morgan Stanley - Select UMA Account # 1NonePAYXPaychex, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000PYPLPayPal Holdings, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000PRIMPrimoris Services CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000PGRThe Progressive CorporationJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000TLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia TbkJoint · Morgan Stanley - Select UMA Account # 1NonePWRQuanta Services, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000REGNRegeneron Pharmaceuticals, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000RHPRyman Hospitality Properties, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000CRMSalesforce, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SNDRSchneider National, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SBCFSeacoast Banking Corporation of FloridaJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000NOWServiceNow, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000SLGNSilgan Holdings Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SLABSilicon Laboratories Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SPOTSpotify Technology S.A.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SPXCSPX Technologies, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000STAGSTAG Industrial, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SBUXStarbucks CorporationJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000STRLSterling Infrastructure, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SFStifel Financial CorpJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SUPNSupernus Pharmaceuticals, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000SNPSSynopsys, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000TELTE Connectivity plcJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000TEXTerex CorporationJoint · Morgan Stanley - Select UMA Account # 1NoneTSLATesla, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000TCBITexas Capital Bancshares, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000TXNTexas Instruments IncorporatedJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000TXRHTexas Roadhouse, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000BWINThe Baldwin Insurance Group, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000TTDThe Trade Desk, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000COCOThe Vita Coco Company, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000TMOThermo Fisher Scientific Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000TTTrane Technologies plcJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000TDGTransDigm Group IncorporatedJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000UBERUber Technologies, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000UFPIUFP Industries, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000UMBFUMB Financial CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000UNPUnion Pacific CorporationJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000UPSUnited Parcel Service, Inc.Joint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000VEUVanguard FTSE All-World ex-US ETFJoint · Morgan Stanley - Select UMA Account # 1$15,001 - $50,000VCYTVeracyte, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000VZVerizon Communications Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneVRTVertiv Holdings CoJoint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000VIAVViavi Solutions Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000GWWW.W. Grainger, Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000WMTWalmart Inc.Joint · Morgan Stanley - Select UMA Account # 1$1,001 - $15,000WDAYWorkday, Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneXPXP Inc.Joint · Morgan Stanley - Select UMA Account # 1NoneEFAiShares MSCI EAFE ETFMorgan Stanley - Traditional IRA$1,001 - $15,000SPYState Street SPDR S&P 500 ETFMorgan Stanley - Traditional IRA$1,001 - $15,000GOOGLAlphabet Inc.Wealthfront$1,001 - $15,000AAPLApple Inc.Wealthfront$1,001 - $15,000BACBank of America CorporationWealthfront$1,001 - $15,000COSTCostco Wholesale CorporationWealthfront$1,001 - $15,000HDThe Home Depot, Inc.Wealthfront$1,001 - $15,000DGROiShares Core Dividend Growth ETFWealthfront$1,001 - $15,000IEMGiShares Core MSCI Emerging Markets ETFWealthfront$1,001 - $15,000JNJJohnson & JohnsonWealthfront$1,001 - $15,000JPMJPMorgan Chase & Co.Wealthfront$1,001 - $15,000METAMeta Platforms, Inc.Wealthfront$1,001 - $15,000NVDANVIDIA CorporationWealthfront$1,001 - $15,000SCHFSchwab International Equity ETFWealthfront$15,001 - $50,000VXFVanguard Extended Market ETFWealthfront$15,001 - $50,000VEAVanguard FTSE Developed Markets ETFWealthfront$1,001 - $15,000VWOVanguard FTSE Emerging Markets ETFWealthfront$15,001 - $50,000VOOVanguard S&P 500 ETFWealthfront$15,001 - $50,000VTEBVanguard Tax-Exempt Bond ETFWealthfront$1,001 - $15,000SPYState Street SPDR S&P 500 ETFWells Fargo - SEP IRA$15,001 - $50,000

Other reported assets (198)

  • Barclays - Savings Account$1,001 - $15,000
  • Ford Interest Advantage$1,001 - $15,000
  • JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP$250,001 - $500,000
  • JPMorgan Chase Bank, N.A$15,001 - $50,000
  • Lending Club$1,001 - $15,000
  • QPG Ambassador Investors LLC$1,001 - $15,000
  • Synchrony Bank$15,001 - $50,000
  • Tusk Venture Partners I GP, LLC$100,001 - $250,000
  • Tusk Venture Partners II GP, LLC$1,001 - $15,000
  • Tusk Venture Partners III GP LLCSpouse$1,001 - $15,000
  • Wells Fargo Bank Accounts$15,001 - $50,000
  • WPP plc American Depositary Shares (WPP)$15,001 - $50,000
Show 186 more
  • Asbury Advisors LLC ⇒ Wells Fargo Bank Accounts$15,001 - $50,000
  • Columbia University- Voluntary Retirement Savings ⇒ Vanguard Target Retirement 2040 Fund (VFORX)Spouse$15,001 - $50,000
  • DC College Savings - Dependent # 1 ⇒ DC College Savings 2025 PortfolioDependent child$100,001 - $250,000
  • DC College Savings - Dependent # 2 ⇒ DC College Savings 2028 PortfolioDependent child$100,001 - $250,000
  • DC College Savings - Dependent # 2 ⇒ Intermediate Bond Fund of America, Class F-2 Shs (IBAFX)Dependent child$1,001 - $15,000
  • DC College Savings - Dependent # 2 ⇒ U.S. Large Cap Equity PortfolioDependent child$50,001 - $100,000
  • DC College Savings - Dependent # 2 ⇒ U.S. Small Cap Equity PortfolioDependent child$50,001 - $100,000
  • Fidelity Brokerage ⇒ Fidelity Cash$15,001 - $50,000
  • Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (SPAXX)$15,001 - $50,000
  • Microsoft 401(k) ⇒ BTC LifePath$100,001 - $250,000
  • Microsoft 401(k) ⇒ Vanguard Russell 1000 Index Fd Insti Cl (VRNIX)$100,001 - $250,000
  • Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real Estate Income Trust, Inc.$250,001 - $500,000
  • Morgan Stanley - Active Asset Account # 1 ⇒ Morgan Stanley Bank N.A. #$1,001 - $15,000
  • Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley Bank N.A. #Joint$1 - $1,000
  • Morgan Stanley - Active Asset Account # 2 ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX)Joint$15,001 - $50,000
  • Morgan Stanley - Active Asset Account # 3 ⇒ Dell Technologies Inc. Class V (DVMT)Joint$1 - $1,000
  • Morgan Stanley - Active Asset Account # 3 ⇒ Goldman Sachs High Yld Instl (GSHIX)Joint$1 - $1,000
  • Morgan Stanley - Active Asset Account # 3 ⇒ Morgan Stanley Bank N.A. #Joint$1 - $1,000
  • Morgan Stanley - Active Asset Account # 3 ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX)JointNone
  • Morgan Stanley - Active Asset Account # 3 ⇒ Vmware, Inc. Common stock, Class A (VMW)Joint$1 - $1,000
  • Morgan Stanley - Active Asset Account # 3 ⇒ Walgreens Boots Alliance, Inc. (WBA)Joint$1 - $1,000
  • Morgan Stanley - Active Asset Account # 4 ⇒ Morgan Stanley Bank N.A. #Spouse$1 - $1,000
  • Morgan Stanley - Portfolio Management ⇒ Artisan Developing World Fund - Advisor Shares (APDYX)Joint$100,001 - $250,000
  • Morgan Stanley - Portfolio Management ⇒ BlackRock HlthSc Op I (SHSSX)JointNone
  • Morgan Stanley - Portfolio Management ⇒ Invesco Food & Beverage ETF (PBJ)JointNone
  • Morgan Stanley - Portfolio Management ⇒ Morgan Stanley Bank N.A. #Joint$1,001 - $15,000
  • Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft CorporationJointNone
  • Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft CorporationJointNone
  • Morgan Stanley - Portfolio Management Active Assets Account ⇒ Morgan Stanley Bank N.A. #Joint$100,001 - $250,000
  • Morgan Stanley - Roth IRA ⇒ AMCAP Fund, Class A Shares A (AMCPX)$1,001 - $15,000
  • Morgan Stanley - Roth IRA ⇒ American Balanced Fund, Class A Shs (ABALX)$1,001 - $15,000
  • Morgan Stanley - Roth IRA ⇒ American Bd Fd of America A (ABNDX)$1 - $1,000
  • Morgan Stanley - Roth IRA ⇒ American Funds Investment Co of America A (AIVSX)$1,001 - $15,000
  • Morgan Stanley - Roth IRA ⇒ American Funds SMALLCAP World A (SMCWX)$1,001 - $15,000
  • Morgan Stanley - Roth IRA ⇒ New Perspective Fund, Class A Shares (ANWPX)$1,001 - $15,000
  • Morgan Stanley - Roth IRA ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX)$1,001 - $15,000
  • Morgan Stanley - Roth IRA Spouse ⇒ American Funds Investment Co of America A (AIVSX)Spouse$1,001 - $15,000
  • Morgan Stanley - Roth IRA Spouse ⇒ Capital Income Builder Cl A Shs (CAIBX)Spouse$1,001 - $15,000
  • Morgan Stanley - Roth IRA Spouse ⇒ The Growth Fund of America Class A Shares (AGTHX)Spouse$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Adyen N V Unsponsored ADR (ADYEY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Agios Pharmaceuticals, Inc. - Common Stock (AGIO)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ AIA Group, Ltd. Sponsored American Depository Receipt (AAGIY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Alamo Group, Inc. (ALG)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Alcon Inc. Ordinary Shares (ALC)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Alfa-Laval Ab Unsponsored ADR (ALFVY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Allegiant Travel Company (ALGT)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Allianz SE ADR (ALIZY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ AMERISAFE, Inc. (AMSF)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Artivion, Inc. (AORT)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Assa Abloy AB Unsponsored ADR (ASAZY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Atlas Copco Ab Sponsored ADR repstg Class A (ATLKY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ AtriCure, Inc. (ATRC)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Azenta, Inc. (AZTA)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Berkshire Hathaway Inc. New (BRK.B)Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (SQ)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Cadre Holdings, Inc. Common Stock (CDRE)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Central Garden & Pet Company - Class A Common Stock Nonvoting (CENTA)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ ChampionX Corporation (CHX)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Chart Industries, Inc. (GTLS)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Chuy's Holdings, Inc. (CHUY)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ COLOPLAST AS SP/ADR (CLPBY)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ CryoPort, Inc. (CYRX)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Daifuku Co., Ltd ADR (DFKCY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Dassault Systemes, S.A. American Depositary Shares (DASTY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY)Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Diageo plc (DEO)Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ DISCO CORP UNSP /ADR (DSCSY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ EEN ENERGY HLDGS UNSP/ADR (XNGSY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Endava plc American Depositary Shares (DAVA)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Enerpac Tool Group Corp. Common Stock (EPAC)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Epiroc Aktiebolag ADR (EPOKY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Exact Sciences Corporation (EXAS)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ First Watch Restaurant Group, Inc. - Common Stock (FWRG)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Flywire Corporation - Voting (FLYW)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Fox Factory Holding Corp. - Common Stock (FOXF)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Fuchs Petrolub SE Unsponsored American Depository ReceiptRepresenting Preferenced Shares (FUPBY)Joint$1 - $1,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Genmab A/S - American Depositary Shares (GMAB)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR (GBOOY)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ HAIER SMART HOME U/ADR (HSHCY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Heartland Express, Inc. (HTLD)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Helen of Troy Limited (HELE)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Hillman Solutions Corp. - Common Stock (HLMN)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ ICF International, Inc. (ICFI)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Infineon Technologies AG (IFNNY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Integra LifeSciences Holdings Corporation (IART)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Intra-Cellular Therapies Inc. (ITCI)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Komatsu Ltd Ord American Depositary Shares (KMTUY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ L'Air Liquide Ord American Depositary Shares (AIQUY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ L'Oreal Co. American Depositary Shares (LRLCY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ La-Z-Boy Incorporated Common Stock (LZB)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Manulife Financial Corporation (MFC)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Morgan Stanley Bank N.A. #Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY)Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Nintendo Co Ltd ADR (NTDOY)Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Nitori Holdings Co. Ltd ADR (NCLTY)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Novozymes A/S Unsponsored American Depositary Receipt (NVZMY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Pacific Premier Bancorp Inc (PPBI)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Paragon 28, Inc. Common Stock (FNA)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Paycor HCM, Inc. (PYCR)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Phreesia, Inc. (PHR)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ PING AN INS CO OF CHINA (PNGAY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Progyny, Inc. (PGNY)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Rapid7, Inc. (RPD)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ RBC Bearings Incorporated (ROLL)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Roche Holdings AG Basel American Depositary Shares (RHHBY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ SAP SE ADS (SAP)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Schneider Electric SE Unsponsored ADR (SBGSY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Shell PLC American Depositary Shares (SHEL)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Shimano Inc. ADRJoint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Shionogi & Co Ltd Unsponsored ADR (SGIOY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Shiseido Co Ltd Ord American Depositary Shares (SSDOY)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Shoals Technologies Group, Inc. - Class A Common Stock (SHLS)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Sonova Holding AG Unsponsored ADR (SONVY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ SpringWorks Therapeutics, Inc. - common stock (SWTX)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Symrise Ag Unsponsored ADR (SYIEY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Sysmex Corporation Unsponsored ADR (SSMXY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM)Joint$15,001 - $50,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Tandem Diabetes Care, Inc. - Common Stock (TNDM)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ TECHTRONIC INDUS LTD ADR (TTNDY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Thermon Group Holdings, Inc. Common Stock (THR)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Tri Pointe Homes, Inc. Common Stock (TPH)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ U.S. Physical Therapy, Inc. Common Stock (USPH)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ Unicharm Corp Sponsored ADR (UNICY)JointNone
  • Morgan Stanley - Select UMA Account # 1 ⇒ Utz Brands Inc Class A Common Stock (UTZ)Joint$1,001 - $15,000
  • Morgan Stanley - Select UMA Account # 1 ⇒ ZTO Express (ZTO)Joint$1,001 - $15,000
  • Morgan Stanley - SEP / Traditional IRA ⇒ American Funds SMALLCAP World A (SMCWX)$1,001 - $15,000
  • Morgan Stanley - SEP / Traditional IRA ⇒ Capital Income Builder Cl A Shs (CAIBX)$15,001 - $50,000
  • Morgan Stanley - SEP / Traditional IRA ⇒ Morgan Stanley Bank N.A. #$1 - $1,000
  • Morgan Stanley - SEP / Traditional IRA ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX)$15,001 - $50,000
  • Morgan Stanley - SEP / Traditional IRA ⇒ The Growth Fund of America Class A Shares (AGTHX)$15,001 - $50,000
  • Morgan Stanley - SEP / Traditional IRA ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX)$15,001 - $50,000
  • Morgan Stanley - Traditional Inherited IRA ⇒ ACAP Strategic Fund (XCAPX)$100,001 - $250,000
  • Morgan Stanley - Traditional Inherited IRA ⇒ Morgan Stanley Bank N.A. #$1 - $1,000
  • Morgan Stanley - Traditional Inherited IRA ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX)$1,001 - $15,000
  • Morgan Stanley - Traditional IRA ⇒ Emerging Markets Fund Class S (REMSX)$1 - $1,000
  • Morgan Stanley - Traditional IRA ⇒ Global Equity Fund Class S (RGESX)$15,001 - $50,000
  • Morgan Stanley - Traditional IRA ⇒ Global Infrastructure Fund Class S (RGISX)$1,001 - $15,000
  • Morgan Stanley - Traditional IRA ⇒ Global Real Estate Securities Fund Class S (RRESX)$1,001 - $15,000
  • Morgan Stanley - Traditional IRA ⇒ International Developed Markets Fund Class S (RINTX)$15,001 - $50,000
  • Morgan Stanley - Traditional IRA ⇒ Morgan Stanley Bank N.A. #$1,001 - $15,000
  • Morgan Stanley - Traditional IRA ⇒ Morgan Stanley Insti Liquidity Fds, Government Portf Insti Class (MVRXX)$1,001 - $15,000
  • Morgan Stanley - Traditional IRA ⇒ Russell Inv Glb Opprnstc Crd S (RGCSX)$1 - $1,000
  • Morgan Stanley - Traditional IRA ⇒ U.S. Small Cap Equity Fund Class S (RLESX)$1,001 - $15,000
  • Morgan Stanley - Traditional IRA ⇒ U.S. Strategic Equity Fund Class S (RSESX)$50,001 - $100,000
  • TriNet 401(k) Plan - Tusk Strategies LLC ⇒ Fidelity 500 Index Fund (FXAIX)SpouseNone
  • TriNet 401(k) Plan - Tusk Strategies LLC ⇒ Fidelity Emerging Markets Fund (FEMKX)SpouseNone
  • TriNet 401(k) Plan - Tusk Strategies LLC ⇒ Fidelity Mid Cap Index Fund (FSMDX)SpouseNone
  • TriNet 401(k) Plan - Tusk Strategies LLC ⇒ Oakmark International Fund Institutional Class (OANIX)SpouseNone
  • TriNet 401(k) Plan - Tusk Strategies LLC ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)SpouseNone
  • TriNet 401(k) Plan - Tusk Strategies LLC ⇒ Vanguard Target Retirement 2040 Fund (VFORX)SpouseNone
  • Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity 500 Index Fund (FXAIX)Spouse$100,001 - $250,000
  • Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Emerging Markets Fund (FEMKX)Spouse$15,001 - $50,000
  • Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity Mid Cap Index Fund (FSMDX)Spouse$15,001 - $50,000
  • Tusk Strategies 401(k) Profit Sharing Plan ⇒ Oakmark International Fund Institutional Class (OANIX)Spouse$15,001 - $50,000
  • Tusk Strategies 401(k) Profit Sharing Plan ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)Spouse$1,001 - $15,000
  • Tusk Strategies 401(k) Profit Sharing Plan ⇒ Vanguard Target Retirement 2040 Fund (VFORX)Spouse$250,001 - $500,000
  • Tusk Strategies Inc. Retirement Plan ⇒ VIP PortfolioSpouse$50,001 - $100,000
  • Vanguard SEP IRA ⇒ Vanguard Target Retirement 2040 Fund (VFORX)Spouse$15,001 - $50,000
  • Wealthfront ⇒ Wealthfront Risk Parity Fund Class W (WFRPX)$15,001 - $50,000
  • Wells Fargo - Brokerage ⇒ Wells Fargo Bank, N.A.Joint$1,001 - $15,000
  • Wells Fargo - Brokerage ⇒ Wells Fargo Bank, N.A.$1,001 - $15,000
  • Wells Fargo - SEP IRA ⇒ Fidelity 500 Index Fund (FXAIX)$15,001 - $50,000
  • Wells Fargo - SEP IRA ⇒ Fidelity Asset Manager 85% (FAMRX)$50,001 - $100,000
  • Wells Fargo - SEP IRA ⇒ Fidelity Diversified International Fund (FDIVX)$1,001 - $15,000
  • Wells Fargo - SEP IRA ⇒ Morgan Stanley - Bank Deposit$1,001 - $15,000
  • WPP - Vanguard - The Savings & Investment Plan ⇒ AmerFunds Euro Pacific GR R6$15,001 - $50,000
  • WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Intl Small Cap Stock$50,001 - $100,000
  • WPP - Vanguard - The Savings & Investment Plan ⇒ T Rowe Price Inc Mid Cap Eq GR$50,001 - $100,000
  • WPP - Vanguard - The Savings & Investment Plan ⇒ Vanguard Target Retirement 2045 TR$100,001 - $250,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jul 24, 2026Alphabet Inc.GOOGLPurchase$1,001 - $15,000Aug 11, 202618 days
Jul 23, 2026Alphabet Inc.GOOGLPurchase$1,001 - $15,000Aug 11, 202619 days
Jul 23, 2026Crown Castle Inc.CCISale$1,001 - $15,000Aug 11, 202619 days
Jul 20, 2026NICE Ltd.NICEPurchase$1,001 - $15,000Aug 11, 202622 days
Jul 17, 2026Monster Beverage CorporationMNSTPurchase$1,001 - $15,000Aug 11, 202625 days
Jul 17, 2026GTLSGTLSSale$1,001 - $15,000Aug 11, 202625 days
Jul 16, 2026International Business Machines CorporationIBMSale$1,001 - $15,000Aug 11, 202626 days
Jul 16, 2026Palo Alto Networks, Inc.PANWPurchase$1,001 - $15,000Aug 11, 202626 days
Jul 15, 2026CrowdStrike Holdings, Inc.CRWDPurchase$1,001 - $15,000Aug 11, 202627 days
Jul 15, 2026International Business Machines CorporationIBMSale$1,001 - $15,000Aug 11, 202627 days
Jul 14, 2026FabrinetFNSale$1,001 - $15,000Aug 11, 202628 days
Jun 17, 2026NTDOYNTDOYSale$1,001 - $15,000Jul 8, 202621 days
Jun 10, 2026Insmed IncorporatedINSMSale$1,001 - $15,000Jul 8, 202628 days
Jun 1, 2026Agree Realty CorporationADCSale$1,001 - $15,000Jul 8, 202637 days
Jun 1, 2026NVZMYNVZMYSale$1,001 - $15,000Jul 8, 202637 days
Jun 1, 2026BABABABASale$1,001 - $15,000Jul 8, 202637 days
Jun 1, 2026Booking Holdings Inc.BKNGSale$1,001 - $15,000Jul 8, 202637 days
Jun 1, 2026NSRGYNSRGYSale$1,001 - $15,000Jul 8, 202637 days
May 27, 2026Abbott LaboratoriesABTSale$1,001 - $15,000Jun 4, 20268 days
May 22, 2026Intuit Inc.INTUSale$1,001 - $15,000Jun 4, 202613 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.