Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVON PRODUCTS INCAVP · Entity 152510 | Director | May 09, 2017 | May 11, 2017 |
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Chief Financial Officer | June 15, 2011 | June 16, 2011 |
| Booking Holdings Inc.BKNG · Entity 450 | Director | May 30, 2026 | June 02, 2026 |
| Hewlett Packard Enterprise CoHPE · Entity 2984 | Director | May 01, 2026 | May 05, 2026 |
| MICROSOFT CORPMSFT · Entity 1016 | Director | December 03, 2019 | December 04, 2019 |
| MORGAN STANLEYMS · Entity 2815 | Director | April 29, 2009 | May 01, 2009 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | July 01, 2021 | July 02, 2021 |
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.
AVON PRODUCTS INC
Report date May 09, 2017 · Filed May 11, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 32,486 |
Reported balance
After 2017-05-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-09 · Grant · Acquired 32,486 · Balance 32,486 F1: Restricted stock units granted as part of each director's annual retainer under the Avon Products, Inc. Compensation Plan for Non-Employee Directors. F2: Units correspond 1-for-1 with common stock. F3: 100 % of the restricted stock units vest on the date of the next Annual Meeting of Shareholders and will settle when the director ceases to serve on the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted as part of each director's annual retainer under the Avon Products, Inc. Compensation Plan for Non-Employee Directors.
F2: Units correspond 1-for-1 with common stock.
F3: 100 % of the restricted stock units vest on the date of the next Annual Meeting of Shareholders and will settle when the director ceases to serve on the Board of Directors.
BANK OF AMERICA CORP /DE/
Report date June 15, 2011 · Filed June 16, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2011-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2011-06-15 · Exercise / conversion · Acquired 5,144 · Balance 5,144 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. Row 2 · 2011-06-15 · Disposition to issuer · Disposed 5,144 · Balance 0 |
| Stock Units 2011SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-02-15 | Direct | 41,153 |
Reported balance
After 2011-06-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2011-06-15 · Exercise / conversion · Disposed 5,144 · Balance 41,153 F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock. F2: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 21,000 |
Reported balance
Holding disclosure · report date 2011-06-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 21,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit is the economic equivalent of one share of Bank of America common stock.
F2: The stock units were awarded on February 15, 2011 pursuant to the terms of a Stock Unit Award Agreement which is exempt under Rule 16b-3(d). These units vest and are payable solely in cash as follows:1/12th of the stock units will vest and become payable on the 15th day of each month during the twelve month period beginning in March 2011 and ending in February 2012.
Booking Holdings Inc.
Report date May 30, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,883 |
Reported balance
After 2026-05-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-30 · Grant · Acquired 1,583 · Balance 37,883 F1: Represents a grant of 1,583 restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 1,250 |
Reported balance
Holding disclosure · report date 2026-05-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,250 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 1,583 restricted stock units.
Hewlett Packard Enterprise Co
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,750 |
Reported balance
After 2026-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-01 · Grant · Acquired 8,750 · Balance 8,750 F3: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4: On 05/01/26, the reporting person was granted 8,750 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of his service as a member of the Issuer's Board of Directors. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 24,745 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,745 |
| Common StockSEC Table I · non-derivative | IndirectBy Merrill Lynch | 80,323.7285 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 80,323.7285 F1: The reporting person elected to defer the receipt of common stock until the termination of his service as a member of the Issuer's Board of Directors. F2: The number of shares in column 5 includes 378.5358 vested restricted stock unit ("RSU") dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person elected to defer the receipt of common stock until the termination of his service as a member of the Issuer's Board of Directors.
F2: The number of shares in column 5 includes 378.5358 vested restricted stock unit ("RSU") dividend equivalent rights at $27.93 per RSU credited to the reporting person's account on 04/23/26.
F3: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
F4: On 05/01/26, the reporting person was granted 8,750 restricted stock units ("RSUs"), all of which will cliff vest on the earlier of 05/01/27 or the date of Issuer's 2027 Annual Stockholders Meeting. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on Issuer's common stock. The reporting person elected to defer the receipt of common stock until the termination of his service as a member of the Issuer's Board of Directors.
MICROSOFT CORP
Report date December 03, 2019 · Filed December 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 98,248 |
Reported balance
After 2019-12-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-03 · Grant · Acquired 334 · Balance 98,248 F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3: Includes 1 share as a result of accumulated fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Charles H. Noski and Lisa J. Noski Revocable Trust | 12,180 |
Reported balance
Holding disclosure · report date 2019-12-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,180 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock.
F2: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors.
F3: Includes 1 share as a result of accumulated fractional shares.
MORGAN STANLEY
Report date April 29, 2009 · Filed May 01, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,096.907 |
Ending reported balance
After 2009-04-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2009-04-29 · Grant · Acquired 11,116.101 · Balance 37,428.145 F1: Deferred stock units acquired 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 · 2009-04-29 · Grant · Acquired 4,668.762 · Balance 42,096.907 F1: Deferred stock units acquired under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of common stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units acquired under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of common stock at a ratio of 1 to 1.
WELLS FARGO & COMPANY/MN
Report date July 01, 2021 · Filed July 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,826.6758 |
Reported balance
After 2021-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-01 · Grant · Acquired 1,092.821 · Balance 31,826.6758 F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F2: Deferred compensation shares payable in installments based upon director's election. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 74 |
Reported balance
Holding disclosure · report date 2021-07-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 74 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectThrough Revocable Trust | 20,235 |
Reported balance
Holding disclosure · report date 2021-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,235 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.
F2: Deferred compensation shares payable in installments based upon director's election.
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 29, 2009 Filed May 1, 2009 20:42 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,668.762 | $22.49 | $104,999.99 |
DisclosureSEC source: 0001209191-09-023771 · doc4.xml · nonDerivative · entry 2 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,096.907 F1 · kind: Deferred stock units acquired 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 |
| April 29, 2009 Filed May 1, 2009 20:42 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 11,116.101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-023771 · doc4.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,428.145 F1 · kind: Deferred stock units acquired 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 |
| March 12, 2009 Filed Mar 13, 2009 22:33 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-09-000019 · edgar.xml · derivative · entry 3 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,422 Underlying: Common Stock · 207 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| February 18, 2009 Filed Feb 19, 2009 23:49 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 3,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-09-000011 · edgar.xml · derivative · entry 3 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,018 Underlying: Common Stock · 3,035 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| February 18, 2009 Filed Feb 24, 2009 00:19 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 3,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-09-000012 · edgar.xml · derivative · entry 3 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,214 Underlying: Common Stock · 3,035 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| December 10, 2008 Filed Dec 12, 2008 23:06 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000117 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,179 Underlying: Common Stock · 160 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| September 11, 2008 Filed Sep 15, 2008 22:47 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000087 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,215 Underlying: Common Stock · 85 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| August 12, 2008 Filed Aug 13, 2008 22:19 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 1,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000058 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,130 Underlying: Common Stock · 1,955 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| August 12, 2008 Filed Nov 19, 2008 23:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 2,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000110 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,018 Underlying: Common Stock · 2,803 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| June 12, 2008 Filed Jun 13, 2008 22:28 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000043 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,174 Underlying: Common Stock · 74 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| May 12, 2008 Filed May 13, 2008 22:40 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 1,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000036 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,100 Underlying: Common Stock · 1,833 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F2 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · balance_after: Includes 1 share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| April 08, 2008 Filed Apr 10, 2008 21:58 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,197.306 | $47.79 | $105,009.25 |
DisclosureSEC source: 0001209191-08-023751 · doc4.xml · nonDerivative · entry 2 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,292.469 F1 · kind: Stock Units acquired 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 |
| April 08, 2008 Filed Apr 10, 2008 21:58 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,231.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-023751 · doc4.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,095.163 F1 · kind: Stock Units acquired 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 · balance_after: Reflects the application of a mandatory anti-dilution adjustment to the Reporting Person's Stock Units as a result of the issuer's spin-off of Discover Financial Services on June 30, 2007. Read SEC document |
| March 13, 2008 Filed Mar 14, 2008 22:34 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000024 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,266 Underlying: Common Stock · 66 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| February 12, 2008 Filed Feb 13, 2008 23:39 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 1,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-08-000017 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,200 Underlying: Common Stock · 1,940 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 additional share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| December 13, 2007 Filed Dec 14, 2007 23:37 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-07-000088 · edgar.xml · derivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,259 Underlying: Common Stock · 47 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 additional share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| December 07, 2007 Filed Dec 11, 2007 23:30 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 400 | $34.31 | $13,724.00 |
DisclosureSEC source: 0001193099-07-000083 · edgar.xml · nonDerivative · entry 4 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for benefit of minor child Disclosed balance after: 0 Read SEC document |
| December 07, 2007 Filed Dec 11, 2007 23:30 UTC | MICROSOFT CORP MSFT · Entity 1016 | SaleCommon Stock | 200 | $34.31 | $6,862.00 |
DisclosureSEC source: 0001193099-07-000083 · edgar.xml · nonDerivative · entry 3 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for benefit of minor child Disclosed balance after: 800 Read SEC document |
| September 13, 2007 Filed Sep 14, 2007 22:16 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-07-000060 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,211 Underlying: Common Stock · 51 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| June 14, 2007 Filed Jun 15, 2007 22:35 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-07-000029 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,160 Underlying: Common Stock · 49 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · balance_after: Includes 1 share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| April 10, 2007 Filed Apr 12, 2007 20:59 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,303.281 | $80.57 | $105,005.35 |
DisclosureSEC source: 0001209191-07-023724 · doc4.xml · nonDerivative · entry 2 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,948.69 F1 · kind: Stock Units acquired 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 |
| April 10, 2007 Filed Apr 12, 2007 20:59 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,103.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-023724 · doc4.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,645.409 F1 · kind: Stock Units acquired 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 |
| March 08, 2007 Filed Mar 9, 2007 23:49 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-07-000013 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,110 Underlying: Common Stock · 55 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F4 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F4 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| January 31, 2007 Filed Feb 2, 2007 00:33 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 7,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-07-000007 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,055 Underlying: Common Stock · 7,128 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F4 · balance_after: Includes 1 share as a result of fractional shares that have accumulated over the past year. Read SEC document |
| December 14, 2006 Filed Dec 18, 2006 23:13 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000036 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,926 Underlying: Common Stock · 26 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| September 14, 2006 Filed Sep 15, 2006 22:01 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000027 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Underlying: Common Stock · 27 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| July 06, 2006 Filed Jul 10, 2006 22:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 176.139 | $63.87 | $11,250.00 |
DisclosureSEC source: 0001209191-06-040811 · doc4.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,428.767 F1 · kind: Stock units acquired under deferred compensation provisions of 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 08, 2006 Filed Jun 9, 2006 21:58 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001017391-06-000006 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,873 Underlying: Common Stock · 31 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| April 04, 2006 Filed Apr 6, 2006 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,400.342 | $64.27 | $89,999.98 |
DisclosureSEC source: 0001209191-06-022910 · doc4.xml · nonDerivative · entry 2 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,209.76 F1 · kind: Stock units acquired under deferred compensation provisions of 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 |
| April 04, 2006 Filed Apr 6, 2006 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-022910 · doc4.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,809.418 F1 · kind: Stock units acquired under deferred compensation provisions of 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 |
| March 09, 2006 Filed Mar 13, 2006 23:05 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000014 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,841 Underlying: Common Stock · 26 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F2 · shares: Dividend equivalent rights accrue when and as dividends are paid on the Company's common stock and become exercisable proportionately with the restricted stock units to which they relate. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors. Read SEC document |
| January 31, 2006 Filed Feb 2, 2006 23:17 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 4,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000004 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,262 Underlying: Common Stock · 4,262 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors Read SEC document |
| January 31, 2006 Filed Mar 13, 2006 22:51 UTC Amendment | MICROSOFT CORP MSFT · Entity 1016 | GrantRestricted Stock Units · Derivative | 7,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001193099-06-000010 · edgar.xml · derivative · entry 5 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,815 Underlying: Common Stock · 7,815 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microsoft common stock. F3 · derivative.exercise_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors F3 · derivative.expiration_date: The restricted stock units are fully vested. Delivery of the shares to the reporting person will be made thirty days after the date of the reporting person's separation from service to the Board of Directors Read SEC document |
| October 01, 2005 Filed Oct 3, 2005 21:47 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 764.739 | $53.94 | $41,250.02 |
DisclosureSEC source: 0001209191-05-050046 · doc4.xml · nonDerivative · entry 2 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,764.739 F1 · kind: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| October 01, 2005 Filed Oct 3, 2005 21:47 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-050046 · doc4.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · kind: Stock Units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 04, 2005 Filed Jan 6, 2005 22:15 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001017391-05-000003 · edgar.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,444 F1 · shares: Represents stock award which shall vest over 5 years at the rate of 20% on the first anniversary of the date of grant and then at the rate of 20% on each of the following four anniversaries thereafter, subject to continuous service on the Board of Directors. F2 · balance_after: Includes an increase of 444 shares to the existing 1/5/04 stock award in connection with the $3.00 special dividend payable to shareholders of record on November 17, 2004. Read SEC document |
| July 27, 2004 Filed Jul 29, 2004 00:37 UTC | MICROSOFT CORP MSFT · Entity 1016 | PurchaseCommon Stock | 1,108 | $28.70 | $31,799.60 |
DisclosureSEC source: 0001193119-04-000005 · edgar.xml · nonDerivative · entry 2 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Charles H. Noski and Lisa J. Noski Revocable Trust Disclosed balance after: 3,736 Read SEC document |
| January 05, 2004 Filed Jan 6, 2004 17:03 UTC | MICROSOFT CORP MSFT · Entity 1016 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193109-04-000002 · edgar.xml · nonDerivative · entry 1 NOSKI CHARLES H · CIK 0001039894 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Represents stock award which shall vest over 5 years at the rate of 20% on the first anniversary of the date of grant and then at the rate of 20% on each of the following four anniversaries thereafter, subject to continuous service on the Board of Directors. 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.