Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED DRAINAGE SYSTEMS, INC.WMS · Entity 2328 | Director | July 22, 2021 | July 26, 2021 |
| Cohn Robbins Holdings Corp.CRHC · Entity 122096 | Director | September 08, 2020 | September 08, 2020 |
| MORGAN STANLEYMS · Entity 2815 | Director | May 13, 2014 | May 15, 2014 |
| Merck & Co., Inc.MRK · Entity 2807 | Director | May 12, 2017 | May 12, 2017 |
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.
ADVANCED DRAINAGE SYSTEMS, INC.
Report date July 22, 2021 · Filed July 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,680 |
Reported balance
After 2021-07-22 transaction · row 1
1 source rowRow 1 · 2021-07-22 · Grant · Acquired 1,334 · Balance 34,680 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 4,000 |
Reported balance
Holding disclosure · report date 2021-07-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,000 |
Cohn Robbins Holdings Corp.
Report date September 08, 2020 · Filed September 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-09-08 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-240277) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-240277) under the heading "Description of Securities-Founder Shares," the Class B ordinary shares, par value $0.0001 per share, of the issuer will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date.
MORGAN STANLEY
Report date May 13, 2014 · Filed May 15, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,731.441 |
Reported balance
After 2014-05-13 transaction · row 1
1 source rowRow 1 · 2014-05-13 · Grant · Acquired 8,218.818 · Balance 158,731.441 F1: Restricted stock units granted 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: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
Merck & Co., Inc.
Report date May 12, 2017 · Filed May 12, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,317 |
Ending reported balance
After 2017-05-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-12 · Exercise / conversion · Acquired 5,000 · Balance 14,317 Row 2 · 2017-05-12 · Sale · Disposed 5,000 · Balance 9,317 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.19 · Expires 2020-08-03 | Direct | 0 |
Reported balance
After 2017-05-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-05-12 · Exercise / conversion · Disposed 5,000 · Balance 0 F1: The option became exercisable in equal installments on 8/4/2011, 8/4/2012 and 8/4/2013. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,022 |
Reported balance
Holding disclosure · report date 2017-05-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,022 |
Filing footnotes · ownership attribution and instrument terms
F1: The option became exercisable in equal installments on 8/4/2011, 8/4/2012 and 8/4/2013.
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 05, 2007 Filed Jan 8, 2007 17:44 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $80.76 | $16,152.00 |
DisclosureSEC source: 0001209191-07-002706 · doc4.xml · nonDerivative · entry 3 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,156.816 Read SEC document |
| January 05, 2007 Filed Jan 8, 2007 17:44 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $80.77 | $8,077.00 |
DisclosureSEC source: 0001209191-07-002706 · doc4.xml · nonDerivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,356.816 Read SEC document |
| January 05, 2007 Filed Jan 8, 2007 17:44 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 8,000 | $20.00 | $160,000.00 |
DisclosureSEC source: 0001209191-07-002706 · doc4.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,456.816 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 |
| December 01, 2006 Filed Dec 4, 2006 20:50 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantCommon Shares | 1,514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-06-000131 · kid586.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,262 F1 · security: Shares acquired pursuant to the Directors Compensation Plan. F2 · price: Not Applicable. Read SEC document |
| June 01, 2006 Filed Jun 5, 2006 19:45 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantCommon Shares | 1,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-06-000087 · kid562.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,748 F1 · security: Shares acquired pursuant to the Directors Compensation Plan. F2 · price: Not Applicable. Read SEC document |
| May 20, 2006 Filed May 23, 2006 19:57 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-06-000061 · kid542.xml · derivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,008.79 Underlying: Common Shares · 3,000 shares Expires not disclosed F1 · security: The stock units were credited pursuant to a deferral feature of the Directors Stock Award Plan. F2 · derivative.exercise_price: Not Applicable. F5 · price: Not Applicable. F3 · derivative.exercise_date: The stock units will be paid in shares of stock on dates selected in accordance with the Plan. F4 · derivative.expiration_date: Not Applicable. F6 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Issuer's Directors Stock Award Plan, through February 28, 2006. Read SEC document |
| April 04, 2006 Filed Apr 6, 2006 17:33 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-022904 · doc4.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,223.451 F1 · kind: Shares of common stock received under the Morgan Stanley Directors' Equity Capital Accumulation Plan. Read SEC document |
| March 08, 2006 Filed Mar 8, 2006 22:54 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantCommon Shares | 5,000 | $18.08 | $90,400.00 |
DisclosureSEC source: 0000310158-06-000015 · kid519.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| January 06, 2006 Filed Jan 9, 2006 18:40 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $13.35 | $0.00 |
DisclosureSEC source: 0001209191-06-002705 · doc4.xml · derivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2006-04-18 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. F1 · derivative.exercise_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| January 06, 2006 Filed Jan 9, 2006 18:40 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 8,000 | $13.35 | $106,800.00 |
DisclosureSEC source: 0001209191-06-002705 · doc4.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,137.21 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. Read SEC document |
| January 01, 2006 Filed Jan 4, 2006 18:07 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Equivalent Units · Derivative | 1,199.04 | $20.85 | $24,999.98 |
DisclosureSEC source: 0000310158-06-000006 · kid508.xml · derivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850.76 Underlying: Common Shares · 1,199.04 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · kind: The stock equivalent units were credited in a deferred account under the Directors Stock Equivalency Program. F3 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: The stock equivalent units are payable in cash following termination of the reporting person's service as a director of the Issuer. Read SEC document |
| December 05, 2005 Filed Dec 7, 2005 20:26 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Units · Derivative | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000310158-05-000099 · kid504.xml · derivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Shares · 3,000 shares Expires not disclosed F5 · security: The stock units were credited pursuant to a deferral feature of the Directors Stock Award Plan. F6 · derivative.exercise_price: Not Applicable. F9 · price: Not Applicable. F7 · derivative.exercise_date: The stock units will be paid in shares of stock on dates selected in accordance with the Plan. F8 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 05, 2005 Filed Dec 7, 2005 20:26 UTC | Merck & Co., Inc. SGP · Entity 2807 | GrantStock Equivalent Units · Derivative | 651.72 | $19.18 | $12,499.99 |
DisclosureSEC source: 0000310158-05-000099 · kid504.xml · derivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651.72 Underlying: Common Shares · 651.72 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · kind: The stock equivalent units were credited in a deferred account under the Directors Stock Equivalency Program. F3 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: The stock equivalent units are payable in cash following termination of the reporting person's service as a director of the Issuer. Read SEC document |
| March 15, 2005 Filed Mar 17, 2005 16:26 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 206.314 | $58.85 | $12,141.58 |
DisclosureSEC source: 0001209191-05-016322 · doc4.xml · nonDerivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,842.184 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 |
| March 15, 2005 Filed Mar 17, 2005 16:26 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-016322 · doc4.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,635.87 Read SEC document |
| January 04, 2005 Filed Jan 6, 2005 17:56 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $11.69 | $0.00 |
DisclosureSEC source: 0001204892-05-000008 · doc4.xml · derivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2005-05-18 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. F1 · derivative.exercise_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| January 04, 2005 Filed Jan 6, 2005 17:56 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 8,000 | $11.69 | $93,520.00 |
DisclosureSEC source: 0001204892-05-000008 · doc4.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,544 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 |
| April 20, 2004 Filed Apr 21, 2004 18:46 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 1,979 | $17.68 Strike: $53.04 | $34,988.72 |
DisclosureSEC source: 0001204892-04-000061 · doc4.xml · derivative · entry 4 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,979 Underlying: Common Stock · 1,979 shares Expires 2014-04-20 F2 · kind: Stock options acquired under the deferred compensation provisions of DECAP. F3 · shares: In accordance with the deferred compensation provisions of DECAP, the number of DECAP stock options is determined by dividing the amount of the annual cash retainer by the fair market value of a share of Common Stock on the award date and multiplying the result by 3. F4 · price: In accordance with the deferred compensation provisions of DECAP, the deemed purchase price of each DECAP stock option is one-thi rd the fair market value of a share of Common Stock on the award date. Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:46 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $53.04 | $0.00 |
DisclosureSEC source: 0001204892-04-000061 · doc4.xml · derivative · entry 3 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2014-04-20 Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:46 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 634 | $53.04 | $33,627.36 |
DisclosureSEC source: 0001204892-04-000061 · doc4.xml · nonDerivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,277 F1 · kind: Stock units acquired under the deferred compensation provisions of Morgan Stanley's Directors' Equity Capital Accumulation Plan ( DECAP), which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:46 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000061 · doc4.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,643 Read SEC document |
| January 09, 2004 Filed Jan 12, 2004 15:15 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $9.75 | $0.00 |
DisclosureSEC source: 0001204892-04-000021 · doc4.xml · derivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2004-05-19 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. F1 · derivative.exercise_date: Options became exercisable in increments of one-third per year for three years. All are presently exercisable. Read SEC document |
| January 09, 2004 Filed Jan 12, 2004 15:15 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 8,000 | $9.75 | $78,000.00 |
DisclosureSEC source: 0001204892-04-000021 · doc4.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,574 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 |
| June 20, 2003 Filed Jun 24, 2003 11:07 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $9.25 | $0.00 |
DisclosureSEC source: 0001181431-03-011464 · rrd11393.xml · derivative · entry 3 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2003-08-01 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 |
| June 20, 2003 Filed Jun 24, 2003 11:07 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 1,700 | $44.47 | $75,599.00 |
DisclosureSEC source: 0001181431-03-011464 · rrd11393.xml · nonDerivative · entry 2 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,430 Read SEC document |
| June 20, 2003 Filed Jun 24, 2003 11:07 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 8,000 | $9.25 | $74,000.00 |
DisclosureSEC source: 0001181431-03-011464 · rrd11393.xml · nonDerivative · entry 1 KIDDER C ROBERT · CIK 0001179703 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,130 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.