Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | March 29, 2019 | April 02, 2019 |
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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date March 29, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,195 |
Reported balance
After 2019-03-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-29 · Grant · Acquired 576 · Balance 7,195 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
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 May 20, 2021 · Filed May 21, 2021
Section 16 reporting ended · disclosed 2021-05-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 194,387.766 |
Reported balance
After 2021-05-20 transaction · row 1
1 source rowRow 1 · 2021-05-20 · Grant · Acquired 550.24 · Balance 194,387.766 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 28,129 |
Reported balance
Holding disclosure · report date 2021-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28,129 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 25, 2010 Filed Jan 26, 2010 14:50 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 1,300 | $27.83 | $36,175.75 |
DisclosureSEC source: 0001209191-10-004808 · doc4.xml · nonDerivative · entry 2 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,658.076 Read SEC document |
| January 25, 2010 Filed Jan 26, 2010 14:50 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 100 | $27.83 | $2,782.50 |
DisclosureSEC source: 0001209191-10-004808 · doc4.xml · nonDerivative · entry 1 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,358.076 Read SEC document |
| April 29, 2009 Filed May 1, 2009 16:44 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,779.474 | $22.49 | $84,999.99 |
DisclosureSEC source: 0001209191-09-023777 · doc4.xml · nonDerivative · entry 2 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,062.51 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 16:44 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 11,116.101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-023777 · doc4.xml · nonDerivative · entry 1 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,283.036 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 08, 2008 Filed Apr 10, 2008 18:00 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,778.771 | $47.79 | $85,007.47 |
DisclosureSEC source: 0001209191-08-023755 · doc4.xml · nonDerivative · entry 2 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,424.227 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 18:00 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,231.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-023755 · doc4.xml · nonDerivative · entry 1 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,645.456 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 |
| April 10, 2007 Filed Apr 12, 2007 17:03 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,055.037 | $80.57 | $85,004.33 |
DisclosureSEC source: 0001209191-07-023728 · doc4.xml · nonDerivative · entry 2 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,551.386 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 17:03 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,103.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-023728 · doc4.xml · nonDerivative · entry 1 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,496.349 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 |
| July 06, 2006 Filed Jul 10, 2006 18:10 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 29.357 | $63.87 | $1,875.03 |
DisclosureSEC source: 0001209191-06-040813 · doc4.xml · nonDerivative · entry 1 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,335.189 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 17:43 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,283.647 | $64.27 | $82,499.99 |
DisclosureSEC source: 0001209191-06-022913 · doc4.xml · nonDerivative · entry 2 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,283.647 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 17:43 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-022913 · doc4.xml · nonDerivative · entry 1 OLAYAN HUTHAM S · CIK 0001357222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.