Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Chief Accounting Officer | January 16, 2026 | January 16, 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 January 16, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,165.358 |
Ending reported balance
After 2026-01-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-16 · Grant · Acquired 4,724.69 · Balance 13,485.358 F1: 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. Row 2 · 2026-01-16 · Tax withholding · Disposed 320 · Balance 13,165.358 F2: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022 and January 18, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022 and January 18, 2023.
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 16, 2026 Filed Jan 16, 2026 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 320 | $191.23 | $61,193.60 |
DisclosureSEC source: 0001628280-26-002414 · wk-form4_1768599648.xml · nonDerivative · entry 2 Worster Victoria · CIK 0002068870 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,165.358 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2022 and January 18, 2023. Read SEC document |
| January 16, 2026 Filed Jan 16, 2026 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,724.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002414 · wk-form4_1768599648.xml · nonDerivative · entry 1 Worster Victoria · CIK 0002068870 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,485.358 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 |
| October 16, 2025 Filed Oct 17, 2025 20:04 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 49 | $162.65 | $7,969.85 |
DisclosureSEC source: 0001628280-25-045341 · wk-form4_1760731472.xml · nonDerivative · entry 1 Worster Victoria · CIK 0002068870 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,740.667 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.