Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hamilton Lane INCHLNE · Entity 3823 | Director · 10% owner | September 16, 2026 | September 18, 2026 |
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.
Hamilton Lane INC
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,805 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 1,953 · Balance 6,805 F1: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's Amended and Restated 2017 Equity Incentive Plan in consideration of the reporting person's service on the board of directors of the Issuer. The shares vest one year from the transaction date. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 17,414 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,414 F2: Mr. Sexton indirectly holds these shares through the O. Griffith Sexton 2016 Revocable Trust. Mr. Sexton is sole settlor, beneficiary, and trustee of the trust. |
| Class B Common StockSEC Table I · non-derivative | IndirectSee footnote | 291,233 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 291,233 F3: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. F4: The securities reported in this row are owned by the Laura Sexton Trust. Mr. Sexton serves as trustee of this trust. |
| Class B Common StockSEC Table I · non-derivative | IndirectSee footnote | 291,233 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 291,233 F3: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. F5: The securities reported in this row are owned by the Matthew Sexton Trust. Mr. Sexton serves as trustee of this trust. |
| Class B UnitsSEC Table II · derivative / convertible security | IndirectBy the 2008 Sexton Des. Trust FBO Laura Sexton | 291,233 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 291,233 F6: Pursuant to an Exchange Agreement entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F7: The securities reported in this row are owned indirectly by The 2008 Sexton Des. Trust FBO Laura Sexton through HLA Investments, LLC. Mr. Sexton serves as trustee of this trust. |
| Class B UnitsSEC Table II · derivative / convertible security | IndirectBy the 2008 Sexton Des. Trust FBO Matthew Sexton | 291,233 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 291,233 F6: Pursuant to an Exchange Agreement entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F8: The securities reported in this row are owned indirectly by The 2008 Sexton Des. Trust FBO Matthew Sexton through HLA Investments, LLC. Mr. Sexton serves as trustee of this trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's Amended and Restated 2017 Equity Incentive Plan in consideration of the reporting person's service on the board of directors of the Issuer. The shares vest one year from the transaction date.
F2: Mr. Sexton indirectly holds these shares through the O. Griffith Sexton 2016 Revocable Trust. Mr. Sexton is sole settlor, beneficiary, and trustee of the trust.
F3: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote.
F4: The securities reported in this row are owned by the Laura Sexton Trust. Mr. Sexton serves as trustee of this trust.
F5: The securities reported in this row are owned by the Matthew Sexton Trust. Mr. Sexton serves as trustee of this trust.
F6: Pursuant to an Exchange Agreement entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date.
F7: The securities reported in this row are owned indirectly by The 2008 Sexton Des. Trust FBO Laura Sexton through HLA Investments, LLC. Mr. Sexton serves as trustee of this trust.
F8: The securities reported in this row are owned indirectly by The 2008 Sexton Des. Trust FBO Matthew Sexton through HLA Investments, LLC. Mr. Sexton serves as trustee of this trust.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MORGAN STANLEY
Report date November 01, 2014 · Filed November 04, 2014
Section 16 reporting ended · disclosed 2014-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 740,053.432 |
Ending reported balance
After 2014-11-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2014-11-01 · Grant · Acquired 1,214.039 · Balance 744,175.56 F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service from the 2014 annual meeting of shareholders through the reporting person's retirement from the Morgan Stanley Board of Directors, effective November 1, 2014. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Row 2 · 2014-11-01 · Disposition to issuer · Disposed 4,122.128 · Balance 740,053.432 F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service from the 2014 annual meeting of shareholders through the reporting person's retirement from the Morgan Stanley Board of Directors, effective November 1, 2014. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1.
F2: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors.
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 |
|---|---|---|---|---|---|---|
| November 01, 2014 Filed Nov 4, 2014 17:17 UTC | MORGAN STANLEY MS · Entity 2815 | Disposition to issuerCommon Stock | 4,122.128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-066294 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740,053.432 F2 · kind: Reflects the cancellation of unvested restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in connection with the reporting person's retirement from the Morgan Stanley Board of Directors. Read SEC document |
| November 01, 2014 Filed Nov 4, 2014 17:17 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,214.039 | $35.01 | $42,499.98 |
DisclosureSEC source: 0001209191-14-066294 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744,175.56 F1 · kind: Reflects stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service from the 2014 annual meeting of shareholders through the reporting person's retirement from the Morgan Stanley Board of Directors, effective November 1, 2014. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 13, 2014 Filed May 15, 2014 21:54 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,397.199 | $30.42 | $42,500.00 |
DisclosureSEC source: 0001209191-14-034340 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,291.226 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 13, 2014 Filed May 15, 2014 21:54 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 8,218.818 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-034340 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740,894.027 F1 · kind: 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. Read SEC document |
| November 14, 2013 Filed Nov 15, 2013 22:21 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,407.522 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-052595 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,349.714 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of cash retainers paid for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 14, 2013 Filed May 16, 2013 21:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,922.868 | $24.27 | $46,666.66 |
DisclosureSEC source: 0001209191-13-026907 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,587.149 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of payment of cash retainers for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 14, 2013 Filed May 16, 2013 21:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 10,301.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-026907 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,664.281 F1 · kind: 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. Read SEC document |
| November 15, 2012 Filed Nov 16, 2012 22:18 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,873.086 | $16.24 | $46,666.67 |
DisclosureSEC source: 0001209191-12-053568 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,185.572 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of payment of cash retainers for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 15, 2012 Filed May 17, 2012 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,974.961 | $14.29 | $42,500.00 |
DisclosureSEC source: 0001209191-12-028989 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,785.169 F2 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of payment of cash retainers for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 15, 2012 Filed May 17, 2012 21:22 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 17,499.773 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-028989 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,810.208 F1 · kind: 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. Read SEC document |
| November 18, 2011 Filed Nov 21, 2011 22:21 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,992.241 | $14.20 | $42,500.00 |
DisclosureSEC source: 0001209191-11-057406 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,942.697 F1 · kind: Deferred stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan in lieu of payment of cash retainers for service on the Morgan Stanley Board of Directors. Stock units are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 18, 2011 Filed May 20, 2011 18:39 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,844.746 | $24.39 | $45,000.00 |
DisclosureSEC source: 0001209191-11-030181 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,611.8 F2 · kind: Deferred stock units acquired under the Directors' Equity Capital Accumulation Plan, which are convertible to shares of Common Stock at a ratio of 1 to 1. F3 · balance_after: Includes shares previously held indirectly through the Issuer's 401(k) Plan which were transferred to the Reporting Person's IRA. Read SEC document |
| May 18, 2011 Filed May 20, 2011 18:39 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 10,248.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-030181 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688,767.054 F1 · kind: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| November 18, 2010 Filed Nov 19, 2010 17:16 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,743.855 | $25.80 | $45,000.00 |
DisclosureSEC source: 0001209191-10-056183 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,728.253 F1 · kind: Deferred stock units acquired under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 18, 2010 Filed May 20, 2010 17:33 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 9,282.672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-029408 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,821.212 F1 · kind: Restricted stock units granted under the Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 29, 2009 Filed May 1, 2009 16:56 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 11,116.101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-023792 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658,226.664 F1 · kind: Deferred stock units acquired under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of common stock at a ratio of 1 to 1. Read SEC document |
| April 08, 2008 Filed Apr 10, 2008 18:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,231.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-023760 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646,265.753 F1 · kind: Stock Units acquired under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which 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 Stock Units as a result of the issuer's spin-off of Discover Financial Services on June 30, 2007. Read SEC document |
| April 10, 2007 Filed Apr 12, 2007 17:08 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,103.05 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-023733 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,468.2 F1 · kind: Stock Units acquired under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 11, 2006 Filed Apr 13, 2006 16:27 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $63.95 | $6,395.00 |
DisclosureSEC source: 0001209191-06-023964 · doc4.xml · nonDerivative · entry 7 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,215.198 Read SEC document |
| April 11, 2006 Filed Apr 13, 2006 16:27 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 3,100 | $64.00 | $198,400.00 |
DisclosureSEC source: 0001209191-06-023964 · doc4.xml · nonDerivative · entry 6 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,315.198 Read SEC document |
| April 11, 2006 Filed Apr 13, 2006 16:27 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 400 | $64.01 | $25,604.00 |
DisclosureSEC source: 0001209191-06-023964 · doc4.xml · nonDerivative · entry 5 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,415.198 Read SEC document |
| April 11, 2006 Filed Apr 13, 2006 16:27 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 100 | $64.04 | $6,404.00 |
DisclosureSEC source: 0001209191-06-023964 · doc4.xml · nonDerivative · entry 4 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,815.198 Read SEC document |
| April 11, 2006 Filed Apr 13, 2006 16:27 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 5,600 | $64.05 | $358,680.00 |
DisclosureSEC source: 0001209191-06-023964 · doc4.xml · nonDerivative · entry 3 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,915.198 Read SEC document |
| April 11, 2006 Filed Apr 13, 2006 16:27 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 200 | $64.06 | $12,812.00 |
DisclosureSEC source: 0001209191-06-023964 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,515.198 Read SEC document |
| April 11, 2006 Filed Apr 13, 2006 16:27 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 500 | $64.07 | $32,035.00 |
DisclosureSEC source: 0001209191-06-023964 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,715.198 Read SEC document |
| April 04, 2006 Filed Apr 6, 2006 17:56 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,166.952 | $64.27 | $75,000.01 |
DisclosureSEC source: 0001209191-06-022922 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645,215.198 F1 · kind: Stock units acquired under deferred compensation provisions of the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of common stock at a ratio of 1 to 1. Read SEC document |
| April 04, 2006 Filed Apr 6, 2006 17:56 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-022922 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,048.246 F1 · kind: Stock units acquired under deferred compensation provisions of the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of common stock at a ratio of 1 to 1. Read SEC document |
| October 01, 2005 Filed Oct 3, 2005 17:50 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 695.217 | $53.94 | $37,500.00 |
DisclosureSEC source: 0001209191-05-050050 · doc4.xml · nonDerivative · entry 2 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,004.217 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 |
| October 01, 2005 Filed Oct 3, 2005 17:50 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-050050 · doc4.xml · nonDerivative · entry 1 SEXTON O GRIFFITH · CIK 0001338580 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,309 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.