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 |
| S&P Global Inc.SPGI · Entity 2879 | Director | May 01, 2025 | May 02, 2025 |
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 | 11,671.992 |
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 11,398.13 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 273.862 · Balance 11,671.992 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.
S&P Global Inc.
Report date May 01, 2025 · Filed May 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,842 |
Ending reported balance
After 2025-05-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-05-01 · Sale · Disposed 3,959 · Balance 64,056 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $500.09 to $501.04, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (1) to this Form 4. Row 2 · 2025-05-01 · Sale · Disposed 4,544 · Balance 59,512 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $501.17 to $502.15, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (2) to this Form 4. Row 3 · 2025-05-01 · Sale · Disposed 4,514 · Balance 54,998 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $502.18 to $503.16, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (3) to this Form 4. Row 4 · 2025-05-01 · Sale · Disposed 5,856 · Balance 49,142 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $503.21 to $503.96, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (4) to this Form 4. Row 5 · 2025-05-01 · Sale · Disposed 300 · Balance 48,842 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $504.31 to $504.45, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (5) to this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 100,000 |
Reported balance
Holding disclosure · report date 2025-05-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 100,000 F6: Shares of common stock held by a grantor retained annuity trust established on February 28, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,168 |
Reported balance
Holding disclosure · report date 2025-05-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,168 F7: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F8: As previously reported, the reporting person was granted 12,256 restricted stock units on 03/01/2023, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2023 and 33% on 12/31/2024 and the remaining 34% will vest on 12/31/2025. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,862 |
Reported balance
Holding disclosure · report date 2025-05-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,862 F7: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F9: As previously reported, the reporting person was granted 11,733 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2024 and will vest 33% on 12/31/2025 and 34% on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,051 |
Reported balance
Holding disclosure · report date 2025-05-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 10,051 F7: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock. F10: As previously reported, pursuant to the advisor agreement that the reporting person previously entered into with the issuer, the reporting person was granted 10,051 restricted stock units on 01/01/2025, subject to 1-year vesting. The restricted stock units will vest 100% on 12/31/2025. Vested shares will be delivered to the reporting person no later than thirty days following the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $500.09 to $501.04, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (1) to this Form 4.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $501.17 to $502.15, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (2) to this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $502.18 to $503.16, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (3) to this Form 4.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $503.21 to $503.96, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (4) to this Form 4.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $504.31 to $504.45, inclusive. The reporting person undertakes to provide to S&P Global Inc., any security holder of S&P Global Inc., 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 footnote (5) to this Form 4.
F6: Shares of common stock held by a grantor retained annuity trust established on February 28, 2025.
F7: Each restricted stock unit represents a contingent right to receive one share of SPGI common stock.
F8: As previously reported, the reporting person was granted 12,256 restricted stock units on 03/01/2023, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2023 and 33% on 12/31/2024 and the remaining 34% will vest on 12/31/2025. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F9: As previously reported, the reporting person was granted 11,733 restricted stock units on 03/01/2024, subject to 3-year vesting. The restricted stock units vested 33% on 12/31/2024 and will vest 33% on 12/31/2025 and 34% on 12/31/2026. Vested shares will be delivered to the reporting person no later than January 31 following the respective vesting date.
F10: As previously reported, pursuant to the advisor agreement that the reporting person previously entered into with the issuer, the reporting person was granted 10,051 restricted stock units on 01/01/2025, subject to 1-year vesting. The restricted stock units will vest 100% on 12/31/2025. Vested shares will be delivered to the reporting person no later than thirty days following the vesting date.
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 |
|---|---|---|---|---|---|---|
| January 07, 2015 Filed Jan 8, 2015 21:21 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 26,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-001083 · doc4.xml · nonDerivative · entry 1 Peterson Douglas L. · CIK 0001581262 · Director · CEO & President, MH Financial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,678 F1 · kind: Withholding of shares of Common Stock under the McGraw Hill Financial 2002 Stock Incentive Plan to satisfy withholding obligation in transaction exempt under and complying with Rule 16b-3. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 13:58 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantOptions (Right to Buy) · Derivative | 51,304 | $0.00 Strike: $77.81 | $0.00 |
DisclosureSEC source: 0001225208-14-009916 · doc4.xml · derivative · entry 2 Peterson Douglas L. · CIK 0001581262 · Director · CEO & President, MH Financial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,304 Underlying: Common Stock · 51,304 shares Expires 2024-03-31 F1 · derivative.exercise_date: The option becomes exercisable 33% on the first anniversary of the grant, 33% on the second anniversary of the grant and 34% on the third anniversary of the grant. Read SEC document |
| February 25, 2014 Filed Feb 27, 2014 19:00 UTC | S&P Global Inc. MHFI · Entity 2879 | Tax withholdingCommon Stock | 20,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-006562 · doc4.xml · nonDerivative · entry 2 Peterson Douglas L. · CIK 0001581262 · Director · CEO & President, MH Financial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,289 F2 · kind: Withholding of shares of Common Stock under the McGraw Hill Financials 2002 Stock Incentive Plan to satisfy withholding obligation in transaction exempt under and complying with Rule 16b-3. Read SEC document |
| February 25, 2014 Filed Feb 27, 2014 19:00 UTC | S&P Global Inc. MHFI · Entity 2879 | GrantCommon Stock | 39,346 | $79.99 | $3,147,286.54 |
DisclosureSEC source: 0001225208-14-006562 · doc4.xml · nonDerivative · entry 1 Peterson Douglas L. · CIK 0001581262 · Director · CEO & President, MH Financial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,421 F1 · kind: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance share unit award. Read SEC document |
| July 30, 2013 Filed Jul 30, 2013 19:29 UTC | S&P Global Inc. MHFI · Entity 2879 | PurchaseCommon Stock | 2,500 | $60.26 | $150,647.50 |
DisclosureSEC source: 0001225208-13-016906 · doc4.xml · nonDerivative · entry 1 Peterson Douglas L. · CIK 0001581262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,074 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.