Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock, Inc.BLK · Entity 2850 | Director | January 16, 2026 | January 21, 2026 |
| MORGAN STANLEYMS · Entity 2815 | President-Wealth & Invest Mgt | July 23, 2015 | August 31, 2015 |
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.
BlackRock, Inc.
Report date January 16, 2026 · Filed January 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares Of Common Stock (par Value $0.01 Per Share)SEC Table I · non-derivative | Direct | 470 |
Reported balance
After 2026-01-16 transaction · row 1
1 source rowRow 1 · 2026-01-16 · Grant · Acquired 214 · Balance 470 F1: Restricted Stock Units granted to non-employee directors under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan, based on $1,170.18 per share which was the average of the high and low price per share of Common Stock on January 16, 2026. Restricted Stock Units vest upon the director's election or re-election, as applicable, at the 2026 Annual Meeting of Shareholders and will be settled in shares of Common Stock on the third anniversary of the date of grant, unless the director has elected to receive settlement of such shares on the date that he or she ceases to be a member of the Board (either in a lump sum or in five equal annual installments beginning on such date). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted to non-employee directors under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan, based on $1,170.18 per share which was the average of the high and low price per share of Common Stock on January 16, 2026. Restricted Stock Units vest upon the director's election or re-election, as applicable, at the 2026 Annual Meeting of Shareholders and will be settled in shares of Common Stock on the third anniversary of the date of grant, unless the director has elected to receive settlement of such shares on the date that he or she ceases to be a member of the Board (either in a lump sum or in five equal annual installments beginning on such date).
MORGAN STANLEY
Report date July 23, 2015 · Filed August 31, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 498,726.499 |
Reported balance
After 2015-07-23 transaction · row 1
1 source rowRow 1 · 2015-07-23 · Gift · Disposed 14,909 · Balance 498,726.499 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse as Trustee for Irrevocable Family Trust | 104,550 |
Reported balance
Holding disclosure · report date 2015-07-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 104,550 |
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 16, 2026 Filed Jan 21, 2026 23:19 UTC | BlackRock, Inc. BLK · Entity 2850 | GrantShares Of Common Stock (par Value $0.01 Per Share) | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0002012383-26-000810 · form4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470 F1 · shares: Restricted Stock Units granted to non-employee directors under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan, based on $1,170.18 per share which was the average of the high and low price per share of Common Stock on January 16, 2026. Restricted Stock Units vest upon the director's election or re-election, as applicable, at the 2026 Annual Meeting of Shareholders and will be settled in shares of Common Stock on the third anniversary of the date of grant, unless the director has elected to receive settlement of such shares on the date that he or she ceases to be a member of the Board (either in a lump sum or in five equal annual installments beginning on such date). Read SEC document |
| May 15, 2025 Filed Oct 2, 2025 23:45 UTC | BlackRock, Inc. BLK · Entity 2850 | GrantShares Of Common Stock (par Value $0.01 Per Share) | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0002012383-25-001667 · form4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256 F1 · shares: Restricted Stock Units granted under the Third Amended and Restated BlackRock, Inc. 1999 Stock Award and Incentive Plan to new non-employee directors, based on $978.275 per share which was the average of the high and low price per share of Common Stock on May 15, 2025. These Restricted Stock Units vest upon the director's re-election at the 2026 Annual Meeting of Shareholders and will be settled in shares of Common Stock on the third anniversary of the date of grant, unless the director has elected to receive settlement of such shares on the date that he or she ceases to be a member of the Board (either in a lump sum or in five equal annual installments beginning on such date). Read SEC document |
| July 23, 2015 Filed Aug 31, 2015 21:01 UTC | MORGAN STANLEY MS · Entity 2815 | GiftCommon Stock | 14,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-068657 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,726.499 Read SEC document |
| March 02, 2015 Filed Mar 2, 2015 16:50 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 51,296 | $35.79 | $1,835,883.84 |
DisclosureSEC source: 0001209191-15-020303 · doc4.xml · nonDerivative · entry 2 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,195.37 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 16:50 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 99,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-020303 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,491.37 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 21, 2015 Filed Jan 23, 2015 16:15 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 60,269 | $34.75 | $2,094,347.75 |
DisclosureSEC source: 0001209191-15-006181 · doc4.xml · nonDerivative · entry 2 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,533.091 F2 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 20, 2012 and January 21, 2014. Read SEC document |
| January 21, 2015 Filed Jan 23, 2015 16:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 84,048.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-006181 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,802.696 F1 · 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 |
| July 22, 2014 Filed Jul 24, 2014 21:04 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $22.98 | $0.00 |
DisclosureSEC source: 0001209191-14-048856 · doc4.xml · derivative · entry 4 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,888 Underlying: Common Stock · 100,000 shares Expires 2018-01-22 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 vest and become exercisable in three equal annual installments beginning on January 27, 2014. Read SEC document |
| July 22, 2014 Filed Jul 24, 2014 21:04 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100,000 | $33.02 | $3,301,730.00 |
DisclosureSEC source: 0001209191-14-048856 · doc4.xml · nonDerivative · entry 2 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,430.366 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33 to $33.11, 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 22, 2014 Filed Jul 24, 2014 21:04 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 100,000 | $22.98 | $2,298,000.00 |
DisclosureSEC source: 0001209191-14-048856 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,430.366 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 28, 2014 Filed Jan 29, 2014 21:43 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 18,871 | $29.99 | $565,846.94 |
DisclosureSEC source: 0001209191-14-005564 · doc4.xml · nonDerivative · entry 3 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437,298.154 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 21:43 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 36,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-005564 · doc4.xml · nonDerivative · entry 2 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,169.154 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 21:43 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 72,055 | $30.04 | $2,164,171.93 |
DisclosureSEC source: 0001209191-14-005564 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,577.154 F1 · kind: Shares withheld to satisfy taxes upon the conversion of Restricted Stock Units granted on January 21, 2011 and January 20, 2012. Read SEC document |
| January 21, 2014 Filed Jan 23, 2014 22:02 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 127,825.69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-004592 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Wealth & Invest Mgt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,633.014 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 12, 2013 Filed Feb 12, 2013 23:17 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 29,853 | $23.43 | $699,455.79 |
DisclosureSEC source: 0001209191-13-008139 · doc4.xml · nonDerivative · entry 3 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Irrevocable Family Trust Disclosed balance after: 104,550 F2 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 12, 2013 Filed Feb 12, 2013 23:17 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 29,853 | $23.43 | $699,455.79 |
DisclosureSEC source: 0001209191-13-008139 · doc4.xml · nonDerivative · entry 2 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,885.323 F2 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 08, 2013 Filed Feb 12, 2013 23:17 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 55,823 | $23.23 | $1,296,489.18 |
DisclosureSEC source: 0001209191-13-008139 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,738.323 F1 · kind: Shares withheld to satisfy taxes upon conversion of previously granted restricted stock units to shares of Common Stock. Read SEC document |
| February 07, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 28,775 | $23.13 | $665,565.75 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 10 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Irrevocable Family Trust Disclosed balance after: 74,697 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 07, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 28,775 | $23.13 | $665,565.75 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 5 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,561.323 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 06, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 18,398 | $23.34 | $429,409.32 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 9 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Irrevocable Family Trust Disclosed balance after: 45,922 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 06, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 18,398 | $23.34 | $429,409.32 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 4 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,336.323 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 05, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 6,723 | $23.25 | $156,309.75 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 8 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Irrevocable Family Trust Disclosed balance after: 27,524 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 05, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 6,723 | $23.25 | $156,309.75 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 3 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494,734.323 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| February 01, 2013 Filed Feb 6, 2013 00:06 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 23,599 | $23.36 | $551,154.65 |
DisclosureSEC source: 0001209191-13-006627 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,258.494 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, 2011 to the Reporting Person. Read SEC document |
| January 30, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 8,506 | $22.68 | $192,916.08 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 7 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Irrevocable Family Trust Disclosed balance after: 20,801 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| January 30, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 8,506 | $22.68 | $192,916.08 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 2 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,457.323 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| January 28, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 12,295 | $22.55 | $277,252.25 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 6 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse as Trustee for Irrevocable Family Trust Disclosed balance after: 12,295 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| January 28, 2013 Filed Feb 7, 2013 23:43 UTC | MORGAN STANLEY MS · Entity 2815 | OtherCommon Stock | 12,295 | $22.55 | $277,252.25 |
DisclosureSEC source: 0001209191-13-007168 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,963.323 F1 · kind: The Reporting Person contributed shares of Common Stock to a family trust in exchange for assets of equal value. There is no change in the number of shares of Common Stock beneficially owned by the Reporting Person for purposes of Section 16. Read SEC document |
| January 22, 2013 Filed Jan 24, 2013 21:04 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 447,888 | $0.00 Strike: $22.98 | $0.00 |
DisclosureSEC source: 0001209191-13-004223 · doc4.xml · derivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President, GWM/Investment Mgt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,888 Underlying: Common Stock · 447,888 shares Expires 2018-01-22 F1 · derivative.exercise_date: The Black-Scholes value of the Stock Option award is $2,425,000. Options will vest and become exercisable in three equal annual installments beginning on January 27, 2014. Read SEC document |
| February 08, 2012 Filed Feb 9, 2012 22:35 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 46,181 | $20.27 | $936,088.87 |
DisclosureSEC source: 0001209191-12-008774 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Asset Mgt/GWM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,980.87 F1 · kind: Shares withheld to satisfy taxes upon conversion of previously granted restricted stock units to shares of Common Stock. Read SEC document |
| January 20, 2012 Filed Jan 20, 2012 21:40 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 187,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-004672 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Asset Mgt/GWM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,161.87 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 |
| February 08, 2011 Filed Feb 10, 2011 17:37 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 50,879 | $30.58 | $1,555,625.43 |
DisclosureSEC source: 0001209191-11-008542 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Asset Mgt/GWM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,790 Read SEC document |
| January 21, 2011 Filed Jan 21, 2011 17:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,675 | $0.00 Strike: $30.01 | $0.00 |
DisclosureSEC source: 0001209191-11-004454 · doc4.xml · derivative · entry 2 FLEMING GREGORY J · CIK 0001258750 · President-Asset Mgt/GWM 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 |
| January 21, 2011 Filed Jan 21, 2011 17:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 117,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-004454 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · President-Asset Mgt/GWM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,669 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 |
| February 08, 2010 Filed Feb 10, 2010 18:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 333,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-008206 · doc4.xml · nonDerivative · entry 1 FLEMING GREGORY J · CIK 0001258750 · Head of Asset Mgt and Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,573 F1 · kind: This award of Restricted Stock Units, which are convertible into shares of Common Stock at a ratio of 1 to 1, was granted in light of value lost or at risk of being lost by the Reporting Person in connection with awards from his former employer. 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.