Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MORGAN STANLEY
Report date April 21, 2022 · Filed April 25, 2022
Section 16 reporting ended · disclosed 2022-04-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,599.367 |
Ending reported balance
After 2022-04-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-04-21 · Grant · Acquired 437.914 · Balance 29,144.26 F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service from the 6-month anniversary of the 2021 annual meeting of shareholders through the Reporting Person's conclusion of service on the Morgan Stanley Board of Directors, effective April 21, 2022. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Row 2 · 2022-04-21 · Disposition to issuer · Disposed 229.893 · Balance 28,914.367 F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the Reporting Person's conclusion of service on the Morgan Stanley Board of Directors. Row 3 · 2022-04-21 · Tax withholding · Disposed 2,315 · Balance 26,599.367 F3: 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 her director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service from the 6-month anniversary of the 2021 annual meeting of shareholders through the Reporting Person's conclusion of service on the Morgan Stanley Board of Directors, effective April 21, 2022. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.
F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the Reporting Person's conclusion of service on the Morgan Stanley Board of Directors.
F3: 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 her director compensation.
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 21, 2022 Filed Apr 25, 2022 20:09 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 2,315 | $90.39 | $209,254.24 |
DisclosureSEC source: 0001209191-22-025514 · doc4.xml · nonDerivative · entry 3 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,599.367 F3 · 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 her director compensation. Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 20:09 UTC | MORGAN STANLEY MS · Entity 2815 | Disposition to issuerCommon Stock | 229.893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025514 · doc4.xml · nonDerivative · entry 2 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,914.367 F2 · kind: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the Reporting Person's conclusion of service on the Morgan Stanley Board of Directors. Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 20:09 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 437.914 | $90.39 | $39,583.31 |
DisclosureSEC source: 0001209191-22-025514 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,144.26 F1 · kind: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service from the 6-month anniversary of the 2021 annual meeting of shareholders through the Reporting Person's conclusion of service on the Morgan Stanley Board of Directors, effective April 21, 2022. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 490.11 | $96.92 | $47,500.04 |
DisclosureSEC source: 0001209191-21-067816 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,513.667 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 |
| June 01, 2021 Filed Jun 3, 2021 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 513.56 | $92.49 | $47,499.99 |
DisclosureSEC source: 0001209191-21-037804 · doc4.xml · nonDerivative · entry 2 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,642.55 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 |
| June 01, 2021 Filed Jun 3, 2021 21:34 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,702.948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037804 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,128.99 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 |
| December 01, 2020 Filed Dec 3, 2020 21:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 751.031 | $63.25 | $47,500.01 |
DisclosureSEC source: 0001209191-20-061493 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,214.521 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 |
| June 01, 2020 Filed Jun 3, 2020 20:06 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,061.64 | $44.74 | $47,500.00 |
DisclosureSEC source: 0001209191-20-033943 · doc4.xml · nonDerivative · entry 2 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,163.98 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 |
| June 01, 2020 Filed Jun 3, 2020 20:06 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,587.579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033943 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,102.34 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 |
| December 01, 2019 Filed Dec 2, 2019 21:19 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 958.258 | $49.57 | $47,499.99 |
DisclosureSEC source: 0001209191-19-058532 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,259.625 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 |
| June 01, 2019 Filed Jun 4, 2019 20:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,160.85 | $40.92 | $47,500.01 |
DisclosureSEC source: 0001209191-19-034232 · doc4.xml · nonDerivative · entry 2 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,058.195 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 |
| June 01, 2019 Filed Jun 4, 2019 20:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 6,109.736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034232 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,897.345 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 |
| December 01, 2018 Filed Dec 4, 2018 21:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 959.953 | $44.27 | $42,500.00 |
DisclosureSEC source: 0001209191-18-060839 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,679.638 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 24, 2018 Filed May 29, 2018 20:10 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 511.728 | $53.74 | $27,500.01 |
DisclosureSEC source: 0001209191-18-033776 · doc4.xml · nonDerivative · entry 2 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,631.991 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 24, 2018 Filed May 29, 2018 20:10 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,652.072 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033776 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,120.263 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, 2018 Filed Feb 5, 2018 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,461.552 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007439 · doc4.xml · nonDerivative · entry 1 CORLEY ELIZABETH · CIK 0001725898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,461.552 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.