Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Chief Financial Officer | July 16, 2026 | July 17, 2026 |
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.
MORGAN STANLEY
Report date July 16, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 136,809.649 |
Reported balance
After 2026-07-16 transaction · row 1
1 source rowRow 1 · 2026-07-16 · Sale · Disposed 6,382 · Balance 136,809.649 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC on behalf of Trust | 0 |
Reported balance
After 2026-07-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-07-16 · Sale · Disposed 9,172 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| July 16, 2026 Filed Jul 17, 2026 20:07 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 9,172 | $222.51 | $2,040,861.72 |
DisclosureSEC source: 0001628280-26-048656 · wk-form4_1784318862.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 0 Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 20:07 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 6,382 | $222.51 | $1,420,058.82 |
DisclosureSEC source: 0001628280-26-048656 · wk-form4_1784318862.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,809.649 Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:37 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 9,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025790 · wk-form4_1776458249.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 9,172 Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:37 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 9,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-025790 · wk-form4_1776458249.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,487.2 Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:20 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 9,622 | $160.89 | $1,548,083.58 |
DisclosureSEC source: 0001628280-26-017723 · wk-form4_1773433208.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,659.2 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:20 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 17,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017723 · wk-form4_1773433208.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,281.2 F1 · kind: Shares earned based on the Company's achievement of pre-established relative return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 9,622 | $176.59 | $1,699,148.98 |
DisclosureSEC source: 0001628280-26-010226 · wk-form4_1771622410.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,882.2 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Award described in footnote (1). Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:20 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 17,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-010226 · wk-form4_1771622410.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,504.2 F1 · kind: Shares earned based on the Company's achievement of pre-established Company average return on tangible common equity performance criteria with respect to one-half of the target performance stock unit award ("PSU Award") granted on January 18, 2023. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:16 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 15,838 | $185.77 | $2,942,176.16 |
DisclosureSEC source: 0001628280-26-003092 · wk-form4_1769116598.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,304.336 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $185.67 to $185.98, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 16,159 | $191.23 | $3,090,085.57 |
DisclosureSEC source: 0001628280-26-002413 · wk-form4_1768599623.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,142.336 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 36,965.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002413 · wk-form4_1768599623.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,301.336 F1 · kind: Restricted Stock Units granted in 2026 as part of 2025 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 17, 2025 Filed Jul 18, 2025 20:13 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 25,583 | $139.81 | $3,576,705.51 |
DisclosureSEC source: 0000895421-25-000428 · wk-form4_1752869609.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $139.19 to $140.04, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:29 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 12,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-018009 · wk-form4_1744835367.xml · nonDerivative · entry 3 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 25,583 Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:29 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 12,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-018009 · wk-form4_1744835367.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,765.916 Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:29 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-018009 · wk-form4_1744835367.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,053.916 Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:45 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 15,427 | $134.34 | $2,072,463.18 |
DisclosureSEC source: 0001628280-25-007168 · wk-form4_1740174303.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,233.916 F2 · kind: Shares withheld to satisfy taxes upon the conversion of the PSU Awards described in footnote (1). Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:45 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 27,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-007168 · wk-form4_1740174303.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,660.916 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of performance stock units granted under the Morgan Stanley Long-Term Incentive Program ("PSU Awards") on January 20, 2022. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 735 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002364 · wk-form4_1737666826.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,920.237 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 13,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002364 · wk-form4_1737666826.xml · nonDerivative · entry 3 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 13,295 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 13,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002364 · wk-form4_1737666826.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,655.237 Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:51 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 13,443 | $135.81 | $1,825,693.83 |
DisclosureSEC source: 0001628280-25-001859 · wk-form4_1737150683.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,950.237 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022. Read SEC document |
| January 17, 2025 Filed Jan 17, 2025 21:51 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 43,947.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001859 · wk-form4_1737150683.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,393.237 F1 · kind: Restricted Stock Units granted in 2025 as part of 2024 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 19, 2024 Filed Jul 19, 2024 20:30 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 15,547 | $104.00 | $1,616,888.00 |
DisclosureSEC source: 0001628280-24-032323 · wk-form4_1721421025.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 0 Read SEC document |
| January 18, 2024 Filed Jan 19, 2024 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 6,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001927 · doc4.xml · nonDerivative · entry 4 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 15,547 Read SEC document |
| January 18, 2024 Filed Jan 19, 2024 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 6,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001927 · doc4.xml · nonDerivative · entry 3 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,719.697 Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 4,169 | $85.97 | $358,408.93 |
DisclosureSEC source: 0001209191-24-001927 · doc4.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,533.697 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2021. Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 49,968.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001927 · doc4.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,702.697 F1 · kind: Restricted Stock Units granted in 2024 as part of 2023 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 19, 2023 Filed Jan 20, 2023 21:29 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 3,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004260 · doc4.xml · nonDerivative · entry 4 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC on behalf of Trust Disclosed balance after: 8,733 Read SEC document |
| January 19, 2023 Filed Jan 20, 2023 21:29 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 3,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004260 · doc4.xml · nonDerivative · entry 3 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,247.366 Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:29 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 2,410 | $97.08 | $233,962.80 |
DisclosureSEC source: 0001209191-23-004260 · doc4.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,185.366 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 17, 2020. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:29 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 28,998.64 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004260 · doc4.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,595.366 F1 · kind: Restricted Stock Units granted in 2023 as part of 2022 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 27, 2022 Filed May 13, 2022 20:20 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 4,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028871 · doc4.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,524.909 F1 · shares: The Reporting Person controls the LLC, and certain of the Reporting Person's family members are the indirect economic beneficiaries of the shares held by the LLC. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 21:26 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 2,760 | $95.73 | $264,214.80 |
DisclosureSEC source: 0001209191-22-004435 · doc4.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,041.853 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2019. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 21:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 24,757.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004435 · doc4.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,801.853 F1 · kind: Restricted Stock Units granted in 2022 as part of 2021 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 20:17 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 1,171 | $92.32 | $108,106.72 |
DisclosureSEC source: 0001209191-21-047974 · doc4.xml · nonDerivative · entry 2 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,723.515 Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 20:17 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 2,500 | $95.64 | $239,103.75 |
DisclosureSEC source: 0001209191-21-047974 · doc4.xml · nonDerivative · entry 1 YESHAYA SHARON · CIK 0001865034 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,894.515 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.