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 21, 2011 Filed Jan 21, 2011 17:19 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 26,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-004459 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,204 F1 · kind: Restricted Stock Units granted as part of 2010 year-end compensation, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 21, 2011 Filed Jan 25, 2011 17:05 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 11,331 | $29.78 | $337,437.18 |
DisclosureSEC source: 0001209191-11-004916 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,873 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 20, 2007 and December 18, 2008 to the Reporting Person. Read SEC document |
| April 27, 2010 Filed Apr 28, 2010 19:06 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 5,100 | $30.00 | $153,000.51 |
DisclosureSEC source: 0001209191-10-024105 · doc4.xml · nonDerivative · entry 4 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,109 Read SEC document |
| April 27, 2010 Filed Apr 28, 2010 19:06 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 2,900 | $30.00 | $87,000.00 |
DisclosureSEC source: 0001209191-10-024105 · doc4.xml · nonDerivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,209 Read SEC document |
| April 27, 2010 Filed Apr 28, 2010 19:06 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 4,226 | $30.18 | $127,540.68 |
DisclosureSEC source: 0001209191-10-024105 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,109 Read SEC document |
| April 27, 2010 Filed Apr 28, 2010 19:06 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 2,200 | $30.19 | $66,418.00 |
DisclosureSEC source: 0001209191-10-024105 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,335 Read SEC document |
| January 21, 2010 Filed Jan 22, 2010 17:00 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 103,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004493 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,031 F1 · kind: This amount reflects Restricted Stock Units granted as part of 2009 year-end compensation and convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| January 21, 2010 Filed Jan 25, 2010 09:58 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 8,496 | $29.40 | $249,739.92 |
DisclosureSEC source: 0001209191-10-004546 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Finance Director/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,535 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 12, 2006 and December 20, 2007 to the Reporting Person. Read SEC document |
| May 14, 2009 Filed May 15, 2009 16:49 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $26.10 | $2,610.00 |
DisclosureSEC source: 0001209191-09-026972 · doc4.xml · nonDerivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,456 Read SEC document |
| May 14, 2009 Filed May 15, 2009 16:49 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 12,655 | $25.87 | $327,375.99 |
DisclosureSEC source: 0001209191-09-026972 · doc4.xml · nonDerivative · entry 2 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,556 Read SEC document |
| May 14, 2009 Filed May 15, 2009 16:49 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 13,817 | $25.85 | $357,169.45 |
DisclosureSEC source: 0001209191-09-026972 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,211 Read SEC document |
| March 27, 2009 Filed Mar 30, 2009 17:03 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 11,166 | $25.05 | $279,708.30 |
DisclosureSEC source: 0001209191-09-018827 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,028 Read SEC document |
| December 18, 2008 Filed Dec 19, 2008 15:35 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 20,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-066714 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,194 F1 · kind: Restricted Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| September 08, 2008 Filed Oct 3, 2008 18:14 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 9,324 | $43.08 | $401,677.92 |
DisclosureSEC source: 0001209191-08-055414 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,222 Read SEC document |
| July 07, 2008 Filed Jul 9, 2008 15:20 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 34.808 | $35.07 | $1,220.72 |
DisclosureSEC source: 0001209191-08-041925 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan/ESOP Trust Disclosed balance after: 348.412 Read SEC document |
| December 20, 2007 Filed Dec 21, 2007 16:45 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 37,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-071496 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,546 F1 · kind: Restricted Stock Units that 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 Restricted Stock Units as a result of the issuer's spin-off of Discover Financial Services on June 30, 2007. Read SEC document |
| December 12, 2006 Filed Dec 14, 2006 19:56 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,707 | $0.00 Strike: $78.40 | $0.00 |
DisclosureSEC source: 0001209191-06-065046 · doc4.xml · derivative · entry 3 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,707 Underlying: Common Stock · 4,707 shares Expires 2016-12-12 F2 · derivative.exercise_date: The value of each Stock Option, based on a Black-Scholes option valuation method, is $22.46. Options become exercisable upon vesting. 50% of the award will vest on January 2, 2009 and 50% will vest on January 2, 2010. Read SEC document |
| December 12, 2006 Filed Dec 14, 2006 19:56 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 7,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-065046 · doc4.xml · nonDerivative · entry 1 WIRTH PAUL C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,768 F1 · kind: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| December 13, 2005 Filed Dec 15, 2005 17:37 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 14,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-063610 · doc4.xml · nonDerivative · entry 1 Wirth Paul C · CIK 0001319921 · Controller/PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,344 F1 · kind: Stock units that are convertible into shares of common stock at a ratio of 1 to 1. Read SEC document |
| March 28, 2005 Filed Mar 30, 2005 11:01 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 21,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-017957 · doc4.xml · nonDerivative · entry 1 Wirth Paul C · CIK 0001319921 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,697 F1 · kind: Stock Units that 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.