Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Director · Executive Chairman | July 24, 2024 | July 26, 2024 |
| Walt Disney CoDIS · Entity 1887 | Director | September 30, 2026 | October 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 July 24, 2024 · Filed July 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 406,351.438 |
Reported balance
After 2024-07-24 transaction · row 1
1 source rowRow 1 · 2024-07-24 · Gift · Disposed 9,700 · Balance 406,351.438 |
| Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 150,000 |
Reported balance
Holding disclosure · report date 2024-07-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 150,000 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 2,008.032 |
Reported balance
Holding disclosure · report date 2024-07-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,008.032 |
Walt Disney Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 11,961.7 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,386.1 · Balance 11,961.7 F1: Includes: (1) 509.7 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 876.4 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. |
| Disney Common StockSEC Table I · non-derivative | Indirectby Grantor Retained Annuity Trust | 38,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes: (1) 509.7 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 876.4 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan.
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 21, 2011 Filed Jan 21, 2011 22:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 424,731 | $0.00 Strike: $30.01 | $0.00 |
DisclosureSEC source: 0001209191-11-004449 · doc4.xml · derivative · entry 4 GORMAN JAMES P · CIK 0001182328 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,731 Underlying: Common Stock · 424,731 shares Expires 2018-01-21 F2 · derivative.exercise_date: The Black-Scholes value of the Stock Option award is $3.5 million. Options will vest and become exercisable in three equal annual installments beginning on February 2, 2012. Read SEC document |
| January 21, 2011 Filed Jan 21, 2011 22:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 129,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-004449 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758,679 F1 · kind: Restricted Stock Units granted as part of 2010 year-end compensation, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| July 23, 2010 Filed Jul 30, 2010 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-040284 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,870 Read SEC document |
| May 03, 2010 Filed May 5, 2010 21:33 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-025510 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,870 Read SEC document |
| April 27, 2010 Filed Apr 29, 2010 15:44 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 11,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-024174 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636,970 F1 · balance_after: On February 17, 2010, the Reporting Person contributed 100,000 shares previously reported as directly beneficially owned to a grantor retained annuity trust. On April 26, 2010, 6,652 shares were distributed to the Reporting Person as part of an annuity payment. Read SEC document |
| January 21, 2010 Filed Jan 22, 2010 21:49 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 194,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004470 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,473 F1 · kind: This amount reflects Restricted Stock Units granted as part of 2009 year-end compensation and convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 21, 2010 Filed Jan 25, 2010 20:00 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 63,515 | $29.40 | $1,867,023.43 |
DisclosureSEC source: 0001209191-10-004620 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,958 F1 · kind: The amount shown reflects shares withheld to satisfy taxes upon the conversion of Restricted Stock Units ("RSUs") to shares of Common Stock. This conversion relates to RSUs awarded on December 12, 2006 to the Reporting Person as part of his 2006 annual compensation. Shares received upon conversion of RSUs are subject to the 75% stock ownership commitment that applies to senior executives. Read SEC document |
| October 26, 2009 Filed Oct 28, 2009 19:57 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 711 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-049995 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,883 Read SEC document |
| August 11, 2009 Filed Aug 13, 2009 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 7,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-040568 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,594 Read SEC document |
| February 17, 2009 Filed Feb 18, 2009 23:10 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 55,720 | $20.85 | $1,161,483.40 |
DisclosureSEC source: 0001209191-09-010129 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,744 Read SEC document |
| February 19, 2008 Filed Feb 20, 2008 22:37 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 53,779 | $42.23 | $2,271,087.17 |
DisclosureSEC source: 0001209191-08-011832 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,464 Read SEC document |
| December 20, 2007 Filed Dec 21, 2007 21:39 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 155,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-071482 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,243 F1 · kind: Restricted Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 17, 2006 Filed Feb 22, 2006 22:17 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 302,128 | $0.00 Strike: $60.81 | $0.00 |
DisclosureSEC source: 0001209191-06-012422 · doc4.xml · derivative · entry 3 GORMAN JAMES P · CIK 0001182328 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,128 Underlying: Common Stock · 302,128 shares Expires 2016-02-17 F2 · kind: Equity awarded to replace (a) equity that the reporting person forfeited from his former employer and (b) other compensation that he expected to receive from his former employer but did not as a result of his resignation. F4 · derivative.exercise_date: Options become exercisable upon vesting. 60% of the award vests immediately upon grant and 40% will vest on February 16, 2007. Read SEC document |
| February 17, 2006 Filed Feb 22, 2006 22:17 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 47,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-012422 · doc4.xml · nonDerivative · entry 2 GORMAN JAMES P · CIK 0001182328 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,906 F1 · kind: Stock units that are convertible into shares of common stock at a ratio of 1 to 1. F3 · kind: Equity awarded upon hire. Read SEC document |
| February 17, 2006 Filed Feb 22, 2006 22:17 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 433,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-012422 · doc4.xml · nonDerivative · entry 1 GORMAN JAMES P · CIK 0001182328 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,701 F1 · kind: Stock units that are convertible into shares of common stock at a ratio of 1 to 1. F2 · kind: Equity awarded to replace (a) equity that the reporting person forfeited from his former employer and (b) other compensation that he expected to receive from his former employer but did not as a result of his resignation. 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.