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Financial disclosures · Stock trades

Jared Moskowitz

Periodic transaction report filed January 16, 2026, FL23. Member page · The Clerk's PDF (document 20033760)

8
Transactions
on 2 pages
5
Purchases
3
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Member ATO Atmos Energy Corporation Common Stock (ATO) (Stock) Purchase Dec 2, 2025 Dec 31, 2025 $1,001 to $15,000 New. Subholding of Morgan Stanley Active Assets (1).
2 Dependent child MCK McKesson Corporation Common Stock (MCK) (Stock) Purchase Dec 2, 2025 Dec 31, 2025 $1,001 to $15,000 New. Subholding of Morgan Stanley Active Assets (5).
3 Member MCK McKesson Corporation Common Stock (MCK) (Stock) Purchase Dec 2, 2025 Dec 31, 2025 $1,001 to $15,000 New. Subholding of Morgan Stanley Active Assets (1).
4 Dependent child PEP Pepsico, Inc. (PEP) (Stock) Sale Dec 2, 2025 Dec 31, 2025 $1,001 to $15,000 New. Subholding of Morgan Stanley Active Assets (6).
5 Dependent child PEP Pepsico, Inc. (PEP) (Stock) Sale Dec 2, 2025 Dec 31, 2025 $1,001 to $15,000 New. Subholding of Morgan Stanley Active Assets (5).
6 Member PEP Pepsico, Inc. (PEP) (Stock) Sale Dec 2, 2025 Dec 31, 2025 $15,001 to $50,000 New. Subholding of Morgan Stanley Active Assets (1).
7 Member PEG Public Service Enterprise Group Incorporated Common Stock (PEG) (Stock) Purchase Dec 2, 2025 Dec 31, 2025 $1,001 to $15,000 New. Subholding of Morgan Stanley Active Assets (1).
8 Member SO Southern Company (SO) (Stock) Purchase Dec 2, 2025 Dec 31, 2025 $1,001 to $15,000 New. Subholding of Morgan Stanley Active Assets (1).

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Jared Moskowitz's reported trades Their filings

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