Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alphabet Inc.GOOGL · Entity 2516 | President and CIO | September 14, 2026 | September 17, 2026 |
| Blackstone Inc.BX · Entity 2861 | Director | August 10, 2026 | August 12, 2026 |
| MORGAN STANLEYMS · Entity 2815 | Chief Financial Officer | March 02, 2015 | March 02, 2015 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Alphabet Inc.
Report date September 14, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Google Stock UnitsSEC Table I · non-derivative | Direct | 57,869 |
Reported balance
After 2026-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-14 · Grant · Acquired 37 · Balance 57,869 F1: Class C Google Stock Units (GSUs) entitle the Reporting Person to receive one share of Alphabet Inc. Class C capital stock for each share underlying the GSUs as each GSU vests. 7/45 of GSUs will vest on the 25th of the month of the Grant Date (April 8, 2026); 7/180 of GSUs will vest on the 25th of the month 1 month(s) after the Grant Date, vesting 7/180 every 1 month(s) for 8 event(s); 1/45 of GSUs will vest on the 25th of the month 9 month(s) after the Grant Date; 2/45 of GSUs will vest on the 1st of the month 10 month(s) after the Grant Date; 1/45 of GSUs will vest on the 1st of the month 11 month(s) after the Grant Date, vesting 1/45 every 1 month(s) for 21 event(s), subject to continued employment on such vesting date(s). F2: Represents the dividend equivalent units (DEUs) that accrued on the Reporting Person's GSUs held as of September 7, 2026, in connection with the cash dividend that was declared by the Issuer and distributed on September 14, 2026. These DEUs will vest on the same schedule as the GSUs on which the DEUs accrued. Each DEU entitles the Reporting Person to receive one share of Alphabet Inc. Class C capital stock for each share underlying the DEU as each DEU vests. F8: Conists of 71 DEUs and 57,798 GSUs. |
| Class C Google Stock UnitsSEC Table I · non-derivative | Direct | 19,076 |
Reported balance
After 2026-09-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-14 · Grant · Acquired 12 · Balance 19,076 F3: 1/6th of the GSUs vested on June 25, 2024; 1/12th of the GSUs vested on September 25, 2024, and an additional 1/12th of the GSUs vests quarterly thereafter on the 25th day of the month until the GSUs are fully vested, subject to continued employment on the applicable vesting dates. F2: Represents the dividend equivalent units (DEUs) that accrued on the Reporting Person's GSUs held as of September 7, 2026, in connection with the cash dividend that was declared by the Issuer and distributed on September 14, 2026. These DEUs will vest on the same schedule as the GSUs on which the DEUs accrued. Each DEU entitles the Reporting Person to receive one share of Alphabet Inc. Class C capital stock for each share underlying the DEU as each DEU vests. F9: Conists of 175 DEUs and 18,901 GSUs. |
| Class C Google Stock UnitsSEC Table I · non-derivative | Direct | 51,338 |
Reported balance
After 2026-09-14 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-14 · Grant · Acquired 33 · Balance 51,338 F4: The GSUs vest as follows: (i) 27/260th of the grant vested on each March 25, 2025, June 25, 2025, September 25, 2025 and December 25, 2025; and (ii) 19/260th of the grant will vest quarterly on the 25th day of the month from March 25, 2026 through December 25, 2026, and on the 1st day of the month from April 1, 2027 through January 1, 2028, subject to continued employment on the applicable vesting dates. F2: Represents the dividend equivalent units (DEUs) that accrued on the Reporting Person's GSUs held as of September 7, 2026, in connection with the cash dividend that was declared by the Issuer and distributed on September 14, 2026. These DEUs will vest on the same schedule as the GSUs on which the DEUs accrued. Each DEU entitles the Reporting Person to receive one share of Alphabet Inc. Class C capital stock for each share underlying the DEU as each DEU vests. F10: Conists of 298 DEUs and 51,040 GSUs. |
| Class C Capital StockSEC Table I · non-derivative | Direct | 916,438 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 916,438 |
| Class C Capital StockSEC Table I · non-derivative | IndirectThe RAPP 2024 Irrevocable Trust | 120,000 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 120,000 F5: The Reporting Person is the settlor, and the Reporting Person's spouse is a trustee of the RAPP 2024 Irrevocable Trust. |
| Class C Capital StockSEC Table I · non-derivative | IndirectRAPP 2024 GT Trust One | 135,950 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 135,950 F6: The Reporting Person is the grantor and sole annuitant, and the Reporting Person's spouse is the sole trustee of the RAPP 2024 GT Trust One. |
| Class C Capital StockSEC Table I · non-derivative | IndirectRAPP 2024 GT Trust Two | 921,695 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 921,695 F7: The Reporting Person is the grantor and sole annuitant, and the Reporting Person's spouse is the sole trustee of the RAPP 2024 GT Trust Two. |
Filing footnotes · ownership attribution and instrument terms
F1: Class C Google Stock Units (GSUs) entitle the Reporting Person to receive one share of Alphabet Inc. Class C capital stock for each share underlying the GSUs as each GSU vests. 7/45 of GSUs will vest on the 25th of the month of the Grant Date (April 8, 2026); 7/180 of GSUs will vest on the 25th of the month 1 month(s) after the Grant Date, vesting 7/180 every 1 month(s) for 8 event(s); 1/45 of GSUs will vest on the 25th of the month 9 month(s) after the Grant Date; 2/45 of GSUs will vest on the 1st of the month 10 month(s) after the Grant Date; 1/45 of GSUs will vest on the 1st of the month 11 month(s) after the Grant Date, vesting 1/45 every 1 month(s) for 21 event(s), subject to continued employment on such vesting date(s).
F2: Represents the dividend equivalent units (DEUs) that accrued on the Reporting Person's GSUs held as of September 7, 2026, in connection with the cash dividend that was declared by the Issuer and distributed on September 14, 2026. These DEUs will vest on the same schedule as the GSUs on which the DEUs accrued. Each DEU entitles the Reporting Person to receive one share of Alphabet Inc. Class C capital stock for each share underlying the DEU as each DEU vests.
F3: 1/6th of the GSUs vested on June 25, 2024; 1/12th of the GSUs vested on September 25, 2024, and an additional 1/12th of the GSUs vests quarterly thereafter on the 25th day of the month until the GSUs are fully vested, subject to continued employment on the applicable vesting dates.
F4: The GSUs vest as follows: (i) 27/260th of the grant vested on each March 25, 2025, June 25, 2025, September 25, 2025 and December 25, 2025; and (ii) 19/260th of the grant will vest quarterly on the 25th day of the month from March 25, 2026 through December 25, 2026, and on the 1st day of the month from April 1, 2027 through January 1, 2028, subject to continued employment on the applicable vesting dates.
F5: The Reporting Person is the settlor, and the Reporting Person's spouse is a trustee of the RAPP 2024 Irrevocable Trust.
F6: The Reporting Person is the grantor and sole annuitant, and the Reporting Person's spouse is the sole trustee of the RAPP 2024 GT Trust One.
F7: The Reporting Person is the grantor and sole annuitant, and the Reporting Person's spouse is the sole trustee of the RAPP 2024 GT Trust Two.
F8: Conists of 71 DEUs and 57,798 GSUs.
F9: Conists of 175 DEUs and 18,901 GSUs.
F10: Conists of 298 DEUs and 51,040 GSUs.
Blackstone Inc.
Report date August 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,188.9604 |
Ending reported balance
After 2026-08-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-10 · Purchase · Acquired 126.071 · Balance 41,943.9403 F1: These shares were purchased in connection with a dividend reinvestment through brokerage accounts. Row 2 · 2026-08-10 · Purchase · Acquired 245.0201 · Balance 42,188.9604 F1: These shares were purchased in connection with a dividend reinvestment through brokerage accounts. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 9,030.569 |
Reported balance
After 2026-08-10 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-10 · Purchase · Acquired 84.047 · Balance 9,030.569 F1: These shares were purchased in connection with a dividend reinvestment through brokerage accounts. F2: These securities are held by a family limited partnership, of which the Reporting Person is a general partner. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased in connection with a dividend reinvestment through brokerage accounts.
F2: These securities are held by a family limited partnership, of which the Reporting Person is a general partner.
MORGAN STANLEY
Report date March 02, 2015 · Filed March 02, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 881,037.254 |
Ending reported balance
After 2015-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2015-03-02 · Grant · Acquired 93,616 · Balance 933,294.254 F1: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of Performance Stock Units ("PSUs") awarded on January 20, 2012 as part of 2011 year-end compensation. Row 2 · 2015-03-02 · Tax withholding · Disposed 52,257 · Balance 881,037.254 F2: Shares withheld to satisfy taxes upon the conversion of PSUs awarded on January 20, 2012 and earned on March 2, 2015 as described in footnote (1). |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 37,921.421 |
Reported balance
Holding disclosure · report date 2015-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 37,921.421 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of Performance Stock Units ("PSUs") awarded on January 20, 2012 as part of 2011 year-end compensation.
F2: Shares withheld to satisfy taxes upon the conversion of PSUs awarded on January 20, 2012 and earned on March 2, 2015 as described in footnote (1).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 28, 2016 Filed Mar 30, 2016 01:18 UTC | Alphabet Inc. GOOG · Entity 2516 | ConversionClass C Google Stock Unit | 2,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-047759 · form4.xml · nonDerivative · entry 4 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,678 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: 1/5th of Google Stock Units ("GSUs") vested on December 25, 2015 after which an additional 1/10th will vest quarterly on the 25th day of the month until the GSUs are fully vested, subject to continued employment on such vesting dates. F2 · kind: Vesting of GSUs grant of which was previously reported in Form 4. Read SEC document |
| March 28, 2016 Filed Mar 30, 2016 01:18 UTC | Alphabet Inc. GOOG · Entity 2516 | Tax withholdingClass C Google Stock Unit | 1,719 | $735.30 | $1,263,980.70 |
DisclosureSEC source: 0001127602-16-047759 · form4.xml · nonDerivative · entry 3 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,410 F1 · security: 1/16th of GSUs will vest on March 25, 2016 and an additional 1/16th will vest quarterly on the 25th day of the month until the GSUs are fully vested, subject to continued employment on such vesting dates. F3 · kind: Shares withheld to satisfy tax obligations arising out of vesting of GSUs. Read SEC document |
| March 28, 2016 Filed Mar 30, 2016 01:18 UTC | Alphabet Inc. GOOG · Entity 2516 | ConversionClass C Capital Stock | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-047759 · form4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,017 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · kind: Vesting of GSUs grant of which was previously reported in Form 4. Read SEC document |
| March 28, 2016 Filed Mar 30, 2016 01:18 UTC | Alphabet Inc. GOOG · Entity 2516 | ConversionClass C Google Stock Unit | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-047759 · form4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,129 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: 1/16th of GSUs will vest on March 25, 2016 and an additional 1/16th will vest quarterly on the 25th day of the month until the GSUs are fully vested, subject to continued employment on such vesting dates. F2 · kind: Vesting of GSUs grant of which was previously reported in Form 4. Read SEC document |
| February 03, 2016 Filed Feb 6, 2016 00:18 UTC | Alphabet Inc. GOOG · Entity 2516 | GrantClass C Google Stock Unit | 52,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-039908 · form4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,704 F1 · security: 1/16th of GSUs will vest on March 25, 2016 and an additional 1/16th will vest quarterly on the 25th day of the month until the GSUs are fully vested, subject to continued employment on such vesting dates. F2 · shares: The reported GSU award includes (i) biennial equity grant of 52,311 Class C GSUs as previously disclosed by the Issuer on Form 8-K filed with the SEC on March 26, 2015; and (ii) discretionary grant of 393 shares of Class C GSUs. Read SEC document |
| December 28, 2015 Filed Dec 29, 2015 20:52 UTC | Alphabet Inc. GOOG · Entity 2516 | ConversionClass C Capital Stock | 4,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-035037 · form4.xml · nonDerivative · entry 3 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,442 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Vesting of GSUs grant of which was previously reported in Form 4. Read SEC document |
| December 28, 2015 Filed Dec 29, 2015 20:52 UTC | Alphabet Inc. GOOG · Entity 2516 | ConversionClass C Google Stock Unit | 4,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-035037 · form4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,094 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: 1/5th of Google Stock Units ("GSUs") vested on December 25, 2015 after which an additional 1/10th will vest quarterly on the 25th day of the month until the GSUs are fully vested, subject to continued employment on such vesting dates. F3 · kind: Vesting of GSUs grant of which was previously reported in Form 4. Read SEC document |
| December 28, 2015 Filed Dec 29, 2015 20:52 UTC | Alphabet Inc. GOOG · Entity 2516 | Tax withholdingClass C Google Stock Unit | 4,839 | $748.40 | $3,621,507.60 |
DisclosureSEC source: 0001127602-15-035037 · form4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,528 F1 · security: 1/5th of Google Stock Units ("GSUs") vested on December 25, 2015 after which an additional 1/10th will vest quarterly on the 25th day of the month until the GSUs are fully vested, subject to continued employment on such vesting dates. F2 · kind: Shares withheld to satisfy tax obligations arising out of vesting of GSUs. Read SEC document |
| March 02, 2015 Filed Mar 2, 2015 21:53 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 52,257 | $35.79 | $1,870,278.03 |
DisclosureSEC source: 0001209191-15-020311 · doc4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881,037.254 F2 · kind: Shares withheld to satisfy taxes upon the conversion of PSUs awarded on January 20, 2012 and earned on March 2, 2015 as described in footnote (1). Read SEC document |
| March 02, 2015 Filed Mar 2, 2015 21:53 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 93,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-020311 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,294.254 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of Performance Stock Units ("PSUs") awarded on January 20, 2012 as part of 2011 year-end compensation. Read SEC document |
| January 21, 2015 Filed Jan 23, 2015 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 73,366 | $34.75 | $2,549,468.50 |
DisclosureSEC source: 0001209191-15-006183 · doc4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839,156.794 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2012, January 22, 2013 and January 21, 2014. Read SEC document |
| January 21, 2015 Filed Jan 23, 2015 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 63,575.84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-006183 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912,524.21 F1 · kind: Restricted Stock Units granted in 2015 as part of 2014 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| November 20, 2014 Filed Dec 1, 2014 22:40 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-071998 · doc4.xml · nonDerivative · entry 3 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 848,948.37 Read SEC document |
| November 19, 2014 Filed Dec 1, 2014 22:40 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-071998 · doc4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 849,145.37 Read SEC document |
| November 06, 2014 Filed Dec 1, 2014 22:40 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 11,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-071998 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 849,403.256 Read SEC document |
| January 28, 2014 Filed Jan 29, 2014 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 21,593 | $29.99 | $647,466.11 |
DisclosureSEC source: 0001209191-14-005568 · doc4.xml · nonDerivative · entry 3 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858,708.585 F3 · kind: Shares withheld to satisfy taxes upon the conversion of PSUs awarded on January 21, 2011 and earned on January 28, 2014 as described in footnote (2). Read SEC document |
| January 28, 2014 Filed Jan 29, 2014 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 38,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-005568 · doc4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880,301.585 F2 · kind: Shares earned based on the Company's achievement of certain pre-established performance criteria in accordance with the terms of Performance Stock Units ("PSUs") awarded on January 21, 2011 as part of 2010 year-end compensation. Read SEC document |
| January 27, 2014 Filed Jan 29, 2014 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 91,640 | $30.04 | $2,752,407.40 |
DisclosureSEC source: 0001209191-14-005568 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 841,618.585 F1 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2011, January 20, 2012, and January 22, 2013. Read SEC document |
| January 21, 2014 Filed Jan 23, 2014 22:05 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 102,933.15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-004597 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,259.837 F1 · kind: Restricted Stock Units granted in 2014 as part of 2013 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| November 15, 2013 Filed Nov 15, 2013 22:14 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 7,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-052585 · doc4.xml · nonDerivative · entry 3 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829,760.797 Read SEC document |
| November 14, 2013 Filed Nov 15, 2013 22:14 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-052585 · doc4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837,640.797 Read SEC document |
| November 12, 2013 Filed Nov 15, 2013 22:14 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-052585 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837,800.797 Read SEC document |
| February 01, 2013 Filed Feb 6, 2013 00:03 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 56,474 | $23.36 | $1,318,950.27 |
DisclosureSEC source: 0001209191-13-006625 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 843,735.428 F1 · kind: The amount shown reflects shares withheld to satisfy taxes upon the conversion of Restricted Stock Units ("RSUs") to shares of Common Stock. This conversion relates to RSUs awarded on January 21, 2010 and January 21, 2011 to the Reporting Person. Read SEC document |
| January 22, 2013 Filed Jan 24, 2013 21:09 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 99,834.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-004233 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900,209.428 F1 · kind: Restricted Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 20, 2012 Filed Jan 20, 2012 21:39 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 176,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-004670 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,538.89 F1 · kind: Restricted Stock Units granted in 2012 as part of 2011 year-end compensation, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 20, 2012 Filed Jan 24, 2012 23:32 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 33,987 | $18.12 | $615,844.44 |
DisclosureSEC source: 0001209191-12-005208 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796,551.89 F1 · kind: The amount shown reflects shares withheld to satisfy taxes upon the conversion of Restricted Stock Units ("RSUs") to shares of Common Stock. This conversion relates to RSUs awarded on December 18, 2008 and January 21, 2010 to the Reporting Person. Read SEC document |
| January 03, 2012 Filed Jan 4, 2012 21:58 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 12,054 | $16.00 | $192,864.00 |
DisclosureSEC source: 0001209191-12-001361 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653,115 Read SEC document |
| August 04, 2011 Filed Aug 5, 2011 12:39 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 25,000 | $20.50 | $512,500.00 |
DisclosureSEC source: 0001209191-11-042556 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,169 Read SEC document |
| February 14, 2011 Filed Feb 16, 2011 21:49 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 550.877 | $29.98 | $16,515.29 |
DisclosureSEC source: 0001209191-11-010197 · doc4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 30,351.25 F1 · kind: The Reporting Person transferred balances from other funds held in the Morgan Stanley 401(k) Plan into the Morgan Stanley Stock Fund. Read SEC document |
| January 21, 2011 Filed Jan 21, 2011 22:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 182,027 | $0.00 Strike: $30.01 | $0.00 |
DisclosureSEC source: 0001209191-11-004453 · doc4.xml · derivative · entry 3 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,027 Underlying: Common Stock · 182,027 shares Expires 2018-01-21 F2 · derivative.exercise_date: The Black-Scholes value of the Stock Option award is $1.5 million. Options will vest and become exercisable in three equal annual installments beginning on February 2, 2012. Read SEC document |
| January 21, 2011 Filed Jan 21, 2011 22:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 123,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-004453 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,531.162 F1 · kind: Restricted Stock Units granted as part of 2010 year-end compensation, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 21, 2011 Filed Jan 25, 2011 22:04 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 40,371 | $29.78 | $1,202,248.38 |
DisclosureSEC source: 0001209191-11-004913 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,160.162 F1 · kind: The amount shown reflects shares withheld to satisfy taxes upon the conversion of Restricted Stock Units ("RSUs") to shares of Common Stock. This conversion relates to RSUs awarded on December 20, 2007 and December 18, 2008 to the Reporting Person. Read SEC document |
| January 03, 2011 Filed Jan 4, 2011 23:15 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 12,100 | $28.03 | $339,102.50 |
DisclosureSEC source: 0001209191-11-001240 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,744.162 Read SEC document |
| February 08, 2010 Filed Feb 10, 2010 16:22 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 29,185.115 | $26.60 | $776,324.06 |
DisclosureSEC source: 0001209191-10-008023 · doc4.xml · nonDerivative · entry 2 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 29,386.62 F1 · kind: The Reporting Person transferred balances from other funds held in the Morgan Stanley 401(k) Plan into the Morgan Stanley Stock Fund. F2 · balance_after: Includes approximately 201 additional shares of Common Stock acquired on January 25, 2010 as the result of a Rule 16b-3(c) exempt transaction. Read SEC document |
| January 21, 2010 Filed Jan 22, 2010 21:58 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 106,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004486 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,617.75 F1 · kind: This amount reflects Restricted Stock Units granted as part of 2009 year-end compensation and convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 21, 2010 Filed Jan 25, 2010 16:57 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 42,792 | $29.40 | $1,257,870.84 |
DisclosureSEC source: 0001209191-10-004565 · doc4.xml · nonDerivative · entry 1 Porat Ruth · CIK 0001479258 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,825.75 F1 · kind: The amount shown reflects shares withheld to satisfy taxes upon the conversion of Restricted Stock Units ("RSUs") to shares of Common Stock. This conversion relates to RSUs awarded on December 12, 2006 and December 20, 2007 to the Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.