Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cencora, Inc.COR · Entity 2994 | Director | July 31, 2026 | August 04, 2026 |
| MORGAN STANLEYMS · Entity 2815 | Director | June 01, 2026 | June 02, 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.
Cencora, Inc.
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,188 |
Reported balance
After 2026-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-31 · Grant · Acquired 113 · Balance 13,188 F1: Shares of common stock issued in lieu of $35,000 quarterly cash retainer per the Registrant's Non-Employee Director Compensation Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock issued in lieu of $35,000 quarterly cash retainer per the Registrant's Non-Employee Director Compensation Program.
MORGAN STANLEY
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,076.481 |
Ending reported balance
After 2026-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-01 · Grant · Acquired 1,309.777 · Balance 46,731.177 F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Row 2 · 2026-06-01 · Grant · Acquired 345.304 · Balance 47,076.481 F2: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
F2: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 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 |
|---|---|---|---|---|---|---|
| May 22, 2017 Filed May 24, 2017 20:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,991.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034932 · doc4.xml · nonDerivative · entry 1 NALLY DENNIS M · CIK 0001685596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,408.73 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:04 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,378.406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148135 · doc4.xml · nonDerivative · entry 1 NALLY DENNIS M · CIK 0001685596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,378.406 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. 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.