Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Deputy Chief Financial Officer | January 17, 2020 | January 17, 2020 |
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 17, 2020 · Filed January 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,977.446 |
Ending reported balance
After 2020-01-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-17 · Grant · Acquired 26,950.8 · Balance 173,766.446 F1: 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. Row 2 · 2020-01-17 · Tax withholding · Disposed 19,789 · Balance 153,977.446 F2: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 18, 2017.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Goldman Sachs Real Estate Diversified Income Fund
Report date January 15, 2025 · Filed January 24, 2025
Section 16 reporting ended · disclosed 2025-01-24. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 19,789 | $56.44 | $1,116,891.16 |
DisclosureSEC source: 0001209191-20-004028 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,977.446 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 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 26,950.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004028 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,766.446 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 |
| November 27, 2019 Filed Dec 2, 2019 21:28 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 25,000 | $49.62 | $1,240,500.00 |
DisclosureSEC source: 0001209191-19-058548 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,815.917 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $49.62 to $49.6202, 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 26, 2019 Filed Feb 28, 2019 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 25,000 | $42.40 | $1,060,072.50 |
DisclosureSEC source: 0001209191-19-014467 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,031.186 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.40 to $42.42, 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, 2019 Filed Jan 18, 2019 21:31 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 34,242 | $42.53 | $1,456,312.26 |
DisclosureSEC source: 0001209191-19-004562 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,173.251 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 21:31 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 38,572.94 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004562 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,415.251 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 |
| February 26, 2018 Filed Feb 28, 2018 21:48 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 20,000 | $56.91 | $1,138,110.00 |
DisclosureSEC source: 0001209191-18-014549 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,003.333 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $56.90 to $56.92, 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 21:42 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 35,889 | $55.84 | $2,004,041.76 |
DisclosureSEC source: 0001209191-18-004578 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,284.884 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 21:42 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 33,626.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004578 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,173.884 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 |
| February 14, 2017 Filed Feb 15, 2017 21:15 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 12,481 | $46.04 | $574,562.84 |
DisclosureSEC source: 0001209191-17-011047 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,557.349 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $46.03 to $46.05, 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 26, 2017 Filed Jan 27, 2017 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 10,000 | $44.25 | $442,541.00 |
DisclosureSEC source: 0001209191-17-005857 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,038.349 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $44.24 to $44.27, 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 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 15,130 | $42.15 | $637,729.50 |
DisclosureSEC source: 0001209191-17-004829 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,038.349 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 21:13 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 44,823.99 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004829 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,169.3 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 21:11 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: 0001209191-16-150499 · doc4.xml · derivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial 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 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 60,675 | $39.00 | $2,366,379.61 |
DisclosureSEC source: 0001209191-16-150499 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,350.662 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $38.99 to $39.03, 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 21:11 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 60,675 | $30.01 | $1,820,856.75 |
DisclosureSEC source: 0001209191-16-150499 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,025.662 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 |
| August 30, 2016 Filed Sep 1, 2016 20:11 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 397 | $31.71 | $12,586.89 |
DisclosureSEC source: 0001209191-16-139440 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,350.662 Read SEC document |
| August 30, 2016 Filed Sep 1, 2016 20:11 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 18,532 | $31.70 | $587,464.40 |
DisclosureSEC source: 0001209191-16-139440 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,747.662 Read SEC document |
| August 16, 2016 Filed Aug 17, 2016 20:43 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 20,000 | $30.20 | $604,000.00 |
DisclosureSEC source: 0001209191-16-137544 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,279.662 Read SEC document |
| January 20, 2016 Filed Jan 22, 2016 21:14 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 27,043 | $26.26 | $710,149.18 |
DisclosureSEC source: 0001209191-16-093109 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,645.792 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 21:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 75,883.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-093109 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,689.401 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 |
| May 11, 2015 Filed May 12, 2015 17:20 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 39,462 | $38.37 | $1,513,959.63 |
DisclosureSEC source: 0001209191-15-041806 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,582.466 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $38.36 to $38.375, 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 02, 2015 Filed Mar 2, 2015 16:59 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 11,768 | $35.79 | $421,176.72 |
DisclosureSEC source: 0001209191-15-020324 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,044.466 F2 · kind: Shares withheld to satisfy taxes upon the conversion of PSUs awarded on January 20, 2012 and earned on March 2, 2015 as described in footnote (1). Read SEC document |
| March 02, 2015 Filed Mar 2, 2015 16:59 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 22,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-020324 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,812.466 F1 · kind: Shares earned based on the Company's achievement of pre-established performance criteria in accordance with the terms of Performance Stock Units ("PSUs") awarded on January 20, 2012 as part of 2011 year-end compensation. Read SEC document |
| January 23, 2015 Filed Jan 23, 2015 16:23 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 20,100 | $35.45 | $712,545.00 |
DisclosureSEC source: 0001209191-15-006188 · doc4.xml · nonDerivative · entry 5 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,509.266 Read SEC document |
| January 23, 2015 Filed Jan 23, 2015 16:23 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 1,400 | $35.46 | $49,644.00 |
DisclosureSEC source: 0001209191-15-006188 · doc4.xml · nonDerivative · entry 4 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,609.266 Read SEC document |
| January 21, 2015 Filed Jan 23, 2015 16:23 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 32,339 | $34.75 | $1,123,780.25 |
DisclosureSEC source: 0001209191-15-006188 · doc4.xml · nonDerivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,009.266 F3 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2012, January 22, 2013 and January 21, 2014. Read SEC document |
| January 21, 2015 Filed Jan 23, 2015 16:23 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 77,929.5 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-006188 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,349.939 F2 · kind: Restricted Stock Units granted in 2015 as part of 2014 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| December 04, 2014 Filed Jan 23, 2015 16:23 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 1,468 | $35.56 | $52,194.74 |
DisclosureSEC source: 0001209191-15-006188 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,420.439 F1 · kind: Shares withheld to satisfy taxes upon the vesting of Restricted Stock Units granted on January 20, 2012. Read SEC document |
| August 25, 2014 Filed Aug 26, 2014 21:09 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $34.45 | $3,444.50 |
DisclosureSEC source: 0001209191-14-054473 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,402.198 Read SEC document |
| August 25, 2014 Filed Aug 26, 2014 21:09 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 9,900 | $34.44 | $340,956.00 |
DisclosureSEC source: 0001209191-14-054473 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,502.198 Read SEC document |
| February 11, 2014 Filed Feb 13, 2014 22:05 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 25,000 | $30.20 | $755,000.00 |
DisclosureSEC source: 0001209191-14-010464 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,990.849 Read SEC document |
| January 28, 2014 Filed Jan 29, 2014 21:52 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 8,411 | $29.99 | $252,203.84 |
DisclosureSEC source: 0001209191-14-005580 · doc4.xml · nonDerivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,990.849 F3 · kind: Shares withheld to satisfy taxes upon the conversion of PSUs awarded on January 21, 2011 and earned on January 28, 2014 as described in footnote (2). Read SEC document |
| January 28, 2014 Filed Jan 29, 2014 21:52 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 16,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-005580 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,401.849 F2 · kind: Shares earned based on the Company's achievement of certain pre-established performance criteria in accordance with the terms of Performance Stock Units ("PSUs") awarded on January 21, 2011 as part of 2010 year-end compensation. Read SEC document |
| January 27, 2014 Filed Jan 29, 2014 21:52 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 30,474 | $30.04 | $915,286.59 |
DisclosureSEC source: 0001209191-14-005580 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,092.849 F1 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2011, January 20, 2012, and January 22, 2013. Read SEC document |
| January 21, 2014 Filed Jan 23, 2014 22:11 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 71,568.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-004606 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,567.49 F1 · kind: Restricted Stock Units granted in 2014 as part of 2013 year-end compensation, which are convertible to shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| February 08, 2013 Filed Feb 8, 2013 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 17,379 | $23.10 | $401,454.90 |
DisclosureSEC source: 0001209191-13-007417 · doc4.xml · nonDerivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,706.902 Read SEC document |
| February 07, 2013 Filed Feb 8, 2013 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 6,415 | $22.83 | $146,454.45 |
DisclosureSEC source: 0001209191-13-007417 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,085.902 Read SEC document |
| February 07, 2013 Filed Feb 8, 2013 21:47 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 13,585 | $22.81 | $309,873.85 |
DisclosureSEC source: 0001209191-13-007417 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,500.902 Read SEC document |
| February 01, 2013 Filed Feb 6, 2013 00:16 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 27,749 | $23.36 | $648,077.90 |
DisclosureSEC source: 0001209191-13-006646 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,086.612 F1 · kind: The amount shown reflects shares withheld to satisfy taxes upon the conversion of Restricted Stock Units ("RSUs") to shares of Common Stock. This conversion relates to RSUs awarded on January 21, 2010 and January 21, 2011 to the Reporting Person. Read SEC document |
| January 22, 2013 Filed Jan 24, 2013 21:08 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 675.109 | $22.98 | $15,514.00 |
DisclosureSEC source: 0001209191-13-004232 · doc4.xml · nonDerivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 0 F2 · kind: The Reporting Person transferred his balance held in the Morgan Stanley Stock Fund to other funds in the Morgan Stanley 401(k) Plan. Read SEC document |
| January 22, 2013 Filed Jan 24, 2013 21:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 92,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-004232 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,835.612 F1 · kind: Restricted Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 22, 2013 Filed Jan 24, 2013 21:08 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 38,771 | $22.05 | $854,900.55 |
DisclosureSEC source: 0001209191-13-004232 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,765.612 Read SEC document |
| January 20, 2012 Filed Jan 20, 2012 21:43 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 61,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-004689 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,923.573 F1 · kind: Restricted Stock Units granted in 2012 as part of 2011 year-end compensation, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 20, 2012 Filed Jan 24, 2012 23:39 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 23,502 | $18.12 | $425,856.24 |
DisclosureSEC source: 0001209191-12-005217 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Deputy CFO/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,421.573 F1 · kind: The amount shown reflects shares withheld to satisfy taxes upon the conversion of Restricted Stock Units ("RSUs") to shares of Common Stock. This conversion relates to RSUs awarded on December 18, 2008 and January 21, 2010 to the Reporting Person. Read SEC document |
| February 09, 2011 Filed Feb 11, 2011 17:08 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 997.34 | $30.08 | $29,999.99 |
DisclosureSEC source: 0001209191-11-008954 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 125.098 F1 · kind: The Reporting Person transferred a portion of his balance held in the Morgan Stanley Stock Fund to other funds in the Morgan Stanley 401(k) Plan. Read SEC document |
| February 07, 2011 Filed Feb 9, 2011 18:02 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 6,917 | $30.41 | $210,345.97 |
DisclosureSEC source: 0001209191-11-008180 · doc4.xml · nonDerivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,156 Read SEC document |
| February 07, 2011 Filed Feb 9, 2011 18:02 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 5,600 | $30.42 | $170,352.00 |
DisclosureSEC source: 0001209191-11-008180 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,073 Read SEC document |
| February 07, 2011 Filed Feb 9, 2011 18:02 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 5,200 | $30.43 | $158,236.00 |
DisclosureSEC source: 0001209191-11-008180 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,673 Read SEC document |
| January 21, 2011 Filed Jan 21, 2011 17:19 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,675 | $0.00 Strike: $30.01 | $0.00 |
DisclosureSEC source: 0001209191-11-004459 · doc4.xml · derivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,675 Underlying: Common Stock · 60,675 shares Expires 2018-01-21 F2 · derivative.exercise_date: The Black-Scholes value of the Stock Option award is $500,000. Options will vest and become exercisable in three equal annual installments beginning on February 2, 2012. 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.