Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Chief Human Resources Officer | January 21, 2021 | January 22, 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.
MORGAN STANLEY
Report date January 21, 2021 · Filed January 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150,094.759 |
Ending reported balance
After 2021-01-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-01-21 · Grant · Acquired 31,556.51 · Balance 174,602.759 F1: Restricted Stock Units granted in 2021 as part of 2020 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Row 2 · 2021-01-21 · Tax withholding · Disposed 6,008 · Balance 168,594.759 F2: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 19, 2018. Row 3 · 2021-01-21 · Sale · Disposed 18,500 · Balance 150,094.759 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 4,291.89 |
Reported balance
Holding disclosure · report date 2021-01-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,291.89 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted in 2021 as part of 2020 year-end compensation, which are convertible to 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 on January 19, 2018.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Accolade, Inc.
Report date April 08, 2025 · Filed April 08, 2025
Section 16 reporting ended · disclosed 2025-04-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 1
1 source rowRow 1 · 2025-04-08 · Disposition to issuer · Disposed 46,810 · Balance 0 F1: Reflects disposition of the Issuer's Common Stock upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-08 · Disposition to issuer · Disposed 35,021 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F4: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F3: The shares subject to the RSU will vest on the earlier of (i) the date of the following annual meeting of the Issuer's stockholders (or the date immediately prior to the next annual meeting of the Issuer's stockholders if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the director not standing for re-election) or (ii) August 6, 2025 (the one year anniversary of the 2024 annual meeting date), subject to continued service as a director through each applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-08 · Disposition to issuer · Disposed 6,245 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F4: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F5: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the last day of each quarter following March 1, 2025 (the "Vesting Commencement Date") for so long as the recipient of the RSU provides Continuous Service to the Issuer, such that the total number of shares shall be fully vested on the one-year anniversary of the Vesting Commencement Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of the Issuer's Common Stock upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration").
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.
F3: The shares subject to the RSU will vest on the earlier of (i) the date of the following annual meeting of the Issuer's stockholders (or the date immediately prior to the next annual meeting of the Issuer's stockholders if the Reporting Person's service as a director ends at such meeting due to the Reporting Person's failure to be re-elected or the director not standing for re-election) or (ii) August 6, 2025 (the one year anniversary of the 2024 annual meeting date), subject to continued service as a director through each applicable vesting date.
F4: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.
F5: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the last day of each quarter following March 1, 2025 (the "Vesting Commencement Date") for so long as the recipient of the RSU provides Continuous Service to the Issuer, such that the total number of shares shall be fully vested on the one-year anniversary of the Vesting Commencement Date.
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 17, 2020 Filed Jan 17, 2020 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 6,165 | $56.44 | $347,952.60 |
DisclosureSEC source: 0001209191-20-004027 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,060.083 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2017. Read SEC document |
| January 17, 2020 Filed Jan 17, 2020 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 17,835.73 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004027 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,225.083 F1 · kind: Restricted Stock Units granted in 2020 as part of 2019 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 19,561 | $42.19 | $825,278.59 |
DisclosureSEC source: 0001209191-19-014462 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,179.304 F2 · kind: Shares withheld to satisfy taxes upon the conversion of LTIP Awards granted on January 20, 2016 and earned on February 26, 2019 as described in footnote (1). Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 39,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014462 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,740.304 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 20, 2016. Read SEC document |
| January 18, 2019 Filed Jan 18, 2019 21:30 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 11,281 | $42.53 | $479,780.93 |
DisclosureSEC source: 0001209191-19-004561 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,985.424 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2016. Read SEC document |
| January 18, 2019 Filed Jan 18, 2019 21:30 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 17,438.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004561 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,266.424 F1 · kind: Restricted Stock Units granted in 2019 as part of 2018 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 18, 2019 Filed Jan 23, 2019 21:53 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 15,565 | $43.38 | $675,152.11 |
DisclosureSEC source: 0001209191-19-004994 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,420.424 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $43.26 to $43.69, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:23 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 17,461 | $57.01 | $995,451.61 |
DisclosureSEC source: 0001209191-18-015019 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,701.991 F2 · kind: Shares withheld to satisfy taxes upon the conversion of LTIP Awards granted on January 21, 2015 and earned on February 27, 2018 as described in footnote (1). Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:23 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 35,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015019 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,162.991 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 21, 2015. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:18 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 11,054 | $54.97 | $607,599.69 |
DisclosureSEC source: 0001209191-18-010833 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,221.028 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $54.84 to $55.06, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 19, 2018 Filed Jan 19, 2018 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 14,782 | $55.84 | $825,426.88 |
DisclosureSEC source: 0001209191-18-004576 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,275.028 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2015. Read SEC document |
| January 19, 2018 Filed Jan 19, 2018 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 15,856.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004576 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,057.028 F1 · kind: Restricted Stock Units granted in 2018 as part of 2017 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 20:15 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 16,397 | $50.07 | $821,024.03 |
DisclosureSEC source: 0001209191-17-057619 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,776.152 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $49.44 to $50.33, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:42 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 16,629 | $45.67 | $759,446.43 |
DisclosureSEC source: 0001209191-17-017646 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,364.747 F2 · kind: Shares withheld to satisfy taxes upon the conversion of LTIP Awards granted on January 21, 2014 and earned on March 1, 2017 as described in footnote (1). Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:42 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 32,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017646 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,993.747 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 21, 2014. Read SEC document |
| January 19, 2017 Filed Jan 20, 2017 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 11,755 | $42.37 | $498,058.17 |
DisclosureSEC source: 0001209191-17-004825 · doc4.xml · nonDerivative · entry 3 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,399.899 F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.12 to $42.49, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 9,243 | $42.15 | $389,592.45 |
DisclosureSEC source: 0001209191-17-004825 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,154.899 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2014. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 17,618.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004825 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,398.213 F1 · kind: Restricted Stock Units granted in 2017 as part of 2016 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:10 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 60,675 | $0.00 Strike: $30.01 | $0.00 |
DisclosureSEC source: 0001209191-16-150498 · doc4.xml · derivative · entry 4 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,675 shares Expires 2018-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options vested and became exercisable in three equal annual installments beginning on February 2, 2012. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:10 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 60,675 | $39.12 | $2,373,502.85 |
DisclosureSEC source: 0001209191-16-150498 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,337.351 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $39.03 to $39.33, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:10 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 60,675 | $30.01 | $1,820,856.75 |
DisclosureSEC source: 0001209191-16-150498 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,012.351 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 21, 2016 Filed Jul 22, 2016 20:41 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 9,955 | $28.84 | $287,084.28 |
DisclosureSEC source: 0001209191-16-133725 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,754.976 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.66 to $29.08, inclusive. The Reporting Person undertakes to provide to Morgan Stanley, any security holder of Morgan Stanley or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 21, 2016 Filed Jul 22, 2016 20:41 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 10,000 | $28.75 | $287,500.00 |
DisclosureSEC source: 0001209191-16-133725 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,709.976 Read SEC document |
| February 25, 2016 Filed Feb 26, 2016 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 24,335 | $23.71 | $576,982.85 |
DisclosureSEC source: 0001209191-16-102836 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,218.364 F2 · kind: Shares withheld to satisfy taxes upon the conversion of LTIP Awards granted on January 31, 2013 and earned on February 25, 2016 as described in footnote (1). Read SEC document |
| February 25, 2016 Filed Feb 26, 2016 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 47,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-102836 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,553.364 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of long-term incentive program awards ("LTIP Awards") granted on January 31, 2013. Read SEC document |
| January 20, 2016 Filed Jan 22, 2016 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 15,330 | $26.26 | $402,565.80 |
DisclosureSEC source: 0001209191-16-093108 · doc4.xml · nonDerivative · entry 2 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,821.489 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 22, 2013 and January 21, 2014. Read SEC document |
| January 20, 2016 Filed Jan 22, 2016 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 27,842.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-093108 · doc4.xml · nonDerivative · entry 1 BRODSKY JEFFREY S · CIK 0001663751 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,152.947 F1 · kind: Restricted Stock Units granted in 2016 as part of 2015 year-end compensation, which are convertible to 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.