Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | Director | October 01, 2026 | October 05, 2026 |
| EBAY INCEBAY · Entity 3045 | Director | August 01, 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.
ALLSTATE CORP
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,254.5 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 183 · Balance 8,254.5 F1: Stock acquired pursuant to election to receive stock in lieu of cash compensation under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors. F2: Balance also reflects 28.045 shares acquired during the period of July 2, 2026, through October 1, 2026, through the Shareholder Service Plus Plan, which reinvests dividends paid on The Allstate Corporation common shares. |
| Common Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,816.206 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,816.206 F3: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. The units are credited with amounts representing dividends on common shares, as declared, which are also converted into units. For the period of July 2, 2026 through October 1, 2026, the reporting person acquired 37.436 of common share units representing those dividends. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock acquired pursuant to election to receive stock in lieu of cash compensation under The Allstate Corporation 2017 Equity Compensation Plan for Non-Employee Directors.
F2: Balance also reflects 28.045 shares acquired during the period of July 2, 2026, through October 1, 2026, through the Shareholder Service Plus Plan, which reinvests dividends paid on The Allstate Corporation common shares.
F3: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. The units are credited with amounts representing dividends on common shares, as declared, which are also converted into units. For the period of July 2, 2026 through October 1, 2026, the reporting person acquired 37.436 of common share units representing those dividends.
EBAY INC
Report date August 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,102 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Grant · Acquired 270 · Balance 89,102 F1: The reporting person has elected to receive fully vested shares of the Issuer's common stock in lieu of cash retainer fees payable for service on the Issuer's Board of Directors and any committees thereof. The number of shares issued represents the quotient of (A) the amount of such fees divided by (B) the Issuer's closing stock price on the date such fees would otherwise be paid, rounded up to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has elected to receive fully vested shares of the Issuer's common stock in lieu of cash retainer fees payable for service on the Issuer's Board of Directors and any committees thereof. The number of shares issued represents the quotient of (A) the amount of such fees divided by (B) the Issuer's closing stock price on the date such fees would otherwise be paid, rounded up to the nearest whole share.
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 | 91,332.438 |
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 90,963.319 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 369.119 · Balance 91,332.438 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 |
|---|---|---|---|---|---|---|
| April 01, 2017 Filed Apr 4, 2017 21:31 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Share Unit · Derivative | 383.483 | $81.49 Strike: $0.00 | $31,250.03 |
DisclosureSEC source: 0001127602-17-014044 · form4.xml · derivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 806.973 Underlying: Common Stock · 383.483 shares Expires not disclosed F1 · shares: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. The units are credited with amounts representing dividends on common shares, as declared, which are also converted into units. Since January 2, 2017, the reporting person acquired 1.876 of common share units representing dividends paid through April 1, 2017. F1 · derivative.exercise_date: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. The units are credited with amounts representing dividends on common shares, as declared, which are also converted into units. Since January 2, 2017, the reporting person acquired 1.876 of common share units representing dividends paid through April 1, 2017. F1 · derivative.expiration_date: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. The units are credited with amounts representing dividends on common shares, as declared, which are also converted into units. Since January 2, 2017, the reporting person acquired 1.876 of common share units representing dividends paid through April 1, 2017. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:15 UTC | EBAY INC EBAY · Entity 3045 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001228062-17-000001 · edgardoc.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,960 F1 · shares: The reporting person has elected to receive fully vested shares of the Issuer's common stock in lieu of cash retainer fees payable for service on the Issuer's Board of Directors and any committees thereof. The number of shares issued represents the quotient of (A) the amount of such fees divided by (B) the Issuer's closing stock price on the date such fees would otherwise be paid, rounded up to the nearest whole share. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 20:20 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Share Unit · Derivative | 421.614 | $74.12 Strike: $0.00 | $31,250.03 |
DisclosureSEC source: 0001127602-17-000166 · form4.xml · derivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421.614 Underlying: Common Stock · 421.614 shares Expires not disclosed F1 · shares: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. F1 · derivative.exercise_date: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. F1 · derivative.expiration_date: These common share units were acquired pursuant to The Allstate Corporation Amended and Restated Deferred Compensation Plan for Non-Employee Directors and represent director's fees deferred under the Plan and converted into units based on the market value of The Allstate Corporation's common shares. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 21:09 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,070.257 | $39.71 | $42,500.01 |
DisclosureSEC source: 0001209191-16-151203 · doc4.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,303.845 F1 · kind: 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. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 23:57 UTC | EBAY INC EBAY · Entity 3045 | GrantCommon Stock | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0001228062-16-000021 · edgardoc.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,120 F1 · shares: The reporting person has elected to receive fully vested shares of the Issuer's common stock in lieu of cash retainer fees payable for service on the Issuer's Board of Directors and any committees thereof. The number of shares issued represents the quotient of (A) the amount of such fees divided by (B) the Issuer's closing stock price on the date such fees would otherwise be paid, rounded up to the nearest whole share. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 18:47 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Stock | 379 | $69.18 | $26,219.22 |
DisclosureSEC source: 0001127602-16-063961 · form4.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 F1 · shares: Stock acquired pursuant to election to receive stock in lieu of cash compensation under The Allstate Corporation 2006 Equity Compensation Plan for Non-Employee Directors. Read SEC document |
| May 17, 2016 Filed May 19, 2016 20:32 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,619.325 | $26.25 | $42,499.99 |
DisclosureSEC source: 0001209191-16-121700 · doc4.xml · nonDerivative · entry 2 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,007.785 F2 · kind: 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. Read SEC document |
| May 17, 2016 Filed May 19, 2016 20:32 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 9,525.442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-121700 · doc4.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,388.46 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 19, 2015 Filed Nov 20, 2015 22:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,242.621 | $34.20 | $42,500.00 |
DisclosureSEC source: 0001209191-15-081657 · doc4.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,767.01 F1 · kind: 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. Read SEC document |
| May 19, 2015 Filed May 21, 2015 20:51 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 6,470.113 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-045417 · doc4.xml · nonDerivative · entry 1 TRAQUINA PERRY M · CIK 0001228062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,470.113 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.