Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 5,829.147 |
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 6,019.147 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 · Tax withholding · Disposed 190 · Balance 5,829.147 F2: Shares withheld to satisfy taxes upon the conversion of stock units granted to the Reporting Person under the Morgan Stanley Directors' Equity Capital Accumulation Plan as part of her director compensation. |
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: Shares withheld to satisfy taxes upon the conversion of stock units granted to the Reporting Person under the Morgan Stanley Directors' Equity Capital Accumulation Plan as part of her director compensation.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 190 | $209.96 | $39,892.29 |
DisclosureSEC source: 0001628280-26-039863 · wk-form4_1780434395.xml · nonDerivative · entry 2 BUTLER MEGAN · CIK 0002022082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,829.147 F2 · kind: Shares withheld to satisfy taxes upon the conversion of stock units granted to the Reporting Person under the Morgan Stanley Directors' Equity Capital Accumulation Plan as part of her director compensation. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039863 · wk-form4_1780434395.xml · nonDerivative · entry 1 BUTLER MEGAN · CIK 0002022082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,019.147 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 |
| June 01, 2025 Filed Jun 3, 2025 20:09 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 286 | $127.58 | $36,488.82 |
DisclosureSEC source: 0001628280-25-029041 · wk-form4_1748981347.xml · nonDerivative · entry 2 BUTLER MEGAN · CIK 0002022082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,624.42 F2 · kind: Shares withheld to satisfy taxes upon the conversion of stock units granted to the Reporting Person under the Morgan Stanley Directors' Equity Capital Accumulation Plan as part of her director compensation. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:09 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,155.455 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029041 · wk-form4_1748981347.xml · nonDerivative · entry 1 BUTLER MEGAN · CIK 0002022082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,910.42 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 |
| June 01, 2024 Filed Jun 3, 2024 20:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,675.293 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026350 · wk-form4_1717446361.xml · nonDerivative · entry 1 BUTLER MEGAN · CIK 0002022082 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,675.293 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.