Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Director | June 01, 2023 | June 02, 2023 |
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, 2023 · Filed June 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,782.607 |
Ending reported balance
After 2023-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-01 · Grant · Acquired 3,167.827 · Balance 38,051.607 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 · 2023-06-01 · Tax withholding · Disposed 269 · Balance 37,782.607 F2: Shares withheld to satisfy taxes upon the conversion of restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan on June 1, 2022. |
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 restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan on June 1, 2022.
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, 2023 Filed Jun 2, 2023 20:20 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 269 | $82.08 | $22,078.23 |
DisclosureSEC source: 0001209191-23-033704 · doc4.xml · nonDerivative · entry 2 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,782.607 F2 · kind: Shares withheld to satisfy taxes upon the conversion of restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan on June 1, 2022. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 20:20 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,167.827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033704 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,051.607 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 |
| January 25, 2023 Filed Jan 27, 2023 21:15 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 2,000 | $94.70 | $189,409.60 |
DisclosureSEC source: 0001209191-23-005228 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,464.677 Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:05 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 60 | $84.90 | $5,094.06 |
DisclosureSEC source: 0001209191-22-033966 · doc4.xml · nonDerivative · entry 2 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,055.059 F2 · kind: Shares withheld to satisfy taxes upon the conversion of restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan on June 1, 2021. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:05 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,944.606 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033966 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,115.059 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 09, 2021 Filed Nov 12, 2021 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 1,000 | $99.46 | $99,460.00 |
DisclosureSEC source: 0001209191-21-064164 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,674.729 Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 21:36 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,702.948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037807 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,527.152 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, 2020 Filed Jun 3, 2020 20:07 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,587.579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033947 · doc4.xml · nonDerivative · entry 2 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,356.474 F2 · 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, 2020 Filed Jun 3, 2020 20:07 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 315 | $44.74 | $14,093.76 |
DisclosureSEC source: 0001209191-20-033947 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,768.895 F1 · 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 his director compensation. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 6,109.736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034239 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,491.779 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 |
| May 24, 2019 Filed May 29, 2019 20:40 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 511 | $42.96 | $21,952.41 |
DisclosureSEC source: 0001209191-19-033209 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,382.043 F1 · 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 his director compensation. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:12 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,652.072 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033782 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,499.425 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 |
| May 22, 2018 Filed May 24, 2018 20:39 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 485 | $55.04 | $26,695.27 |
DisclosureSEC source: 0001209191-18-032996 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,847.353 F1 · 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 his director compensation. Read SEC document |
| November 24, 2017 Filed Nov 27, 2017 21:39 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 3,850 | $49.29 | $189,784.60 |
DisclosureSEC source: 0001209191-17-062581 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,218.107 Read SEC document |
| May 22, 2017 Filed May 24, 2017 20:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,991.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034914 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,935.757 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 |
| May 17, 2017 Filed May 19, 2017 20:27 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 810 | $41.15 | $33,335.23 |
DisclosureSEC source: 0001209191-17-033938 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,944.547 F1 · 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 his 2016-2017 director compensation. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:16 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 1 | $46.48 | $46.48 |
DisclosureSEC source: 0001209191-17-012082 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,702.625 F1 · kind: Shares withheld to satisfy taxes upon the conversion of stock units acquired through dividend reinvestment on February 15, 2017 and granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan to the Reporting Person as part of his director compensation. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 21:05 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 291 | $42.94 | $12,495.34 |
DisclosureSEC source: 0001209191-17-007062 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,648.048 F1 · 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 his director compensation. Read SEC document |
| May 17, 2016 Filed May 19, 2016 20:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 9,525.442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-121680 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,787.579 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 |
| February 01, 2016 Filed Feb 2, 2016 21:36 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,243.539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-094783 · doc4.xml · nonDerivative · entry 1 DARLING ALISTAIR · CIK 0001662540 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243.539 F1 · kind: Deferred 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.