Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Co-President-Inst'l Securities | January 20, 2012 | January 24, 2012 |
| PJT Partners Inc.PJT · Entity 3655 | Director · Chairman and CEO | July 30, 2026 | August 03, 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.
MORGAN STANLEY
Report date January 20, 2012 · Filed January 24, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,269,223.938 |
Reported balance
After 2012-01-20 transaction · row 1
1 source rowRow 1 · 2012-01-20 · Tax withholding · Disposed 37,816 · Balance 1,269,223.938 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 10,691.985 |
Reported balance
Holding disclosure · report date 2012-01-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,691.985 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse through 401(k) Plan | 1,581.839 |
Reported balance
Holding disclosure · report date 2012-01-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,581.839 F2: The Reporting Person obtained beneficial ownership of these shares through marriage. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The Reporting Person obtained beneficial ownership of these shares through marriage.
PJT Partners Inc.
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Partnership Units of PJT Partners Holdings LPSEC Table II · derivative / convertible security | Direct | 5,352,000 |
Reported balance
After 2026-07-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-30 · Exercise / conversion · Disposed 36,000 · Balance 5,352,000 F1: In an SEC Form 8-K filed by the Issuer on November 26, 2025, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 36,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in future quarterly exchange windows, including the Issuer's current quarterly exchange window. On May 25, 2026, the Reporting Person submitted an Election to Exchange 36,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors. F2: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3: Effective July 30, 2026, the Reporting Person's Partnership Units were exchanged for cash. F4: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,352,000 Partnership Units reported, 200,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: In an SEC Form 8-K filed by the Issuer on November 26, 2025, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 36,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in future quarterly exchange windows, including the Issuer's current quarterly exchange window. On May 25, 2026, the Reporting Person submitted an Election to Exchange 36,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors.
F2: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.
F3: Effective July 30, 2026, the Reporting Person's Partnership Units were exchanged for cash.
F4: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,352,000 Partnership Units reported, 200,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027.
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 |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Aug 3, 2026 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 36,000 | $166.17 | $5,982,292.80 |
DisclosureSEC source: 0001193125-26-330886 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,352,000 Underlying: Class A Common Stock · 36,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on November 26, 2025, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 36,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in future quarterly exchange windows, including the Issuer's current quarterly exchange window. On May 25, 2026, the Reporting Person submitted an Election to Exchange 36,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective July 30, 2026, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,352,000 Partnership Units reported, 200,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. Read SEC document |
| April 30, 2026 Filed May 1, 2026 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 36,000 | $151.71 | $5,461,650.00 |
DisclosureSEC source: 0001193125-26-201686 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,388,000 Underlying: Class A Common Stock · 36,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on November 26, 2025, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 36,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in future quarterly exchange windows, including the Issuer's current quarterly exchange window. On February 26, 2026, the Reporting Person submitted an Election to Exchange 36,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective April 30, 2026, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,388,000 Partnership Units reported, 200,000 remain subject to a previously disclosed time-based vesting condition on March 1, 2027. Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 22:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 36,000 | $159.92 | $5,757,120.00 |
DisclosureSEC source: 0001193125-26-041355 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,424,000 Underlying: Class A Common Stock · 36,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on November 26, 2025, the Issuer previously disclosed that the Reporting Person had submitted an Election to Exchange these 36,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") and that such exchange would be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective February 5, 2026, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,424,000 Partnership Units reported, 400,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 22:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 90,000 | $167.78 | $15,100,002.00 |
DisclosureSEC source: 0001193125-25-272536 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,460,000 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on June 3, 2024, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in future quarterly exchange windows, including the Issuer's current quarterly exchange window. On August 20, 2025, the Reporting Person submitted an Election to Exchange 90,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective November 6, 2025, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,460,000 Partnership Units reported, 400,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. Read SEC document |
| July 31, 2025 Filed Aug 1, 2025 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 90,000 | $178.22 | $16,039,557.00 |
DisclosureSEC source: 0000950170-25-101492 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,550,000 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on June 3, 2024, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in future quarterly exchange windows, including each of the Issuer's current quarterly exchange window and next quarterly exchange window. On May 22, 2025, the Reporting Person submitted an Election to Exchange 90,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective July 31, 2025, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,550,000 Partnership Units reported, 400,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. Read SEC document |
| May 01, 2025 Filed May 2, 2025 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 90,000 | $140.27 | $12,624,615.00 |
DisclosureSEC source: 0000950170-25-062908 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,640,000 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on June 3, 2024, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in the Issuer's current quarterly exchange window and in each of the Issuer's subsequent two quarterly exchange windows. On February 24, 2025, the Reporting Person submitted an Election to Exchange 90,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors prior to the Issuer's quarterly earnings results. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective May 1, 2025, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,640,000 Partnership Units reported, 400,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 22:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 90,000 | $176.99 | $15,929,397.00 |
DisclosureSEC source: 0000950170-25-016415 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,730,000 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on June 3, 2024, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in the Issuer's current quarterly exchange window and in each of the Issuer's subsequent three quarterly exchange windows. On December 4, 2024, the Reporting Person submitted an Election to Exchange 90,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors prior to the Issuer's quarterly earnings results. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective February 6, 2025, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,730,000 Partnership Units reported, 600,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 22:45 UTC | PJT Partners Inc. PJT · Entity 3655 | GiftClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-124262 · ownership.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,000 F1 · kind: Reflects a charitable gift of Class A Common Stock. Read SEC document |
| October 31, 2024 Filed Nov 1, 2024 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 90,000 | $138.36 | $12,452,454.00 |
DisclosureSEC source: 0000950170-24-120141 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,820,000 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on June 3, 2024, the Issuer previously disclosed that the Reporting Person intends to elect to exchange up to 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in the Issuer's current quarterly exchange window and in each of the Issuer's subsequent four quarterly exchange windows. On August 22, 2024, the Reporting Person submitted an Election to Exchange 90,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors prior to the Issuer's quarterly earnings results. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective October 31, 2024, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,820,000 Partnership Units reported, 606,663 remain subject to previously disclosed time and/or performance vesting conditions as of September 30, 2024. Read SEC document |
| August 06, 2024 Filed Aug 6, 2024 21:45 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 90,000 | $127.56 | $11,480,814.00 |
DisclosureSEC source: 0000950170-24-092048 · ownership.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,910,000 Underlying: Class A Common Stock · 90,000 shares Expires not disclosed 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 · security: In an SEC Form 8-K filed by the Issuer on June 3, 2024, the Issuer previously disclosed that the Reporting Person had submitted an Election to Exchange these 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") and that such exchange would be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors prior to the Issuer's second quarter earnings results. F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F3 · shares: Effective August 6, 2024, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F4 · balance_after: Includes Partnership Units that were acquired upon the occurence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,910,000 Partnership Units reported, 753,333 remain subject to previously disclosed time and/or performance vesting conditions as of June 30, 2024. Read SEC document |
| August 31, 2022 Filed Sep 3, 2022 00:00 UTC | PJT Partners Inc. PJT · Entity 3655 | GiftPartnership Units of PJT Partners Holdings LP · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048606 · doc4.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000,000 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F1 · derivative.exercise_price: Partnership Units of PJT Partners Holdings LP ("Partnership Units") may be exchanged for cash or, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis. F2 · kind: Reflects a charitable gift of Partnership Units. F1 · derivative.exercise_date: Partnership Units of PJT Partners Holdings LP ("Partnership Units") may be exchanged for cash or, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis. F1 · derivative.expiration_date: Partnership Units of PJT Partners Holdings LP ("Partnership Units") may be exchanged for cash or, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis. F3 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Earn-Out LTIP Units of PJT Partners Holdings LP and LTIP Units of PJT Partners Holdings LP. Of the 6,000,000 Partners Units reported, 1,000,000 remain subject to previously disclosed time and performance vesting conditions. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 21:45 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantLTIP Units of PJT Partners Holdings LP · Derivative | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008905 · doc4.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250,000 Underlying: Class A Common Stock · 1,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents a series of LTIP Units ("Performance LTIPs") of PJT Partners Holdings LP ("PJT Holdings"). These Performance LTIPs are subject to both time and performance vesting conditions. Performance LTIPs satisfy the time-vesting condition with 20% vesting on each of March 1, 2023, 2024, 2025, 2026, and 2027. The performance vesting condition will be satisfied upon the shares of Class A Common Stock of the Issuer achieving certain dividend adjusted volume-weighted average share price ("VWAP") targets over any consecutive 20-day trading period ending on or prior to February 28, 2027, as follows: (a) 50% will be earned upon achieving a 20-day VWAP of $100 per share; and (b) if the 20-day VWAP is between $100 and $130, then the remaining 50% of Performance LTIPs will become earned as shall be determined by linear interpolation between 50% and 100%. F2 · derivative.exercise_price: Upon the occurrence of specified events, the Performance LTIPs reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis. F3 · derivative.exercise_price: Subject to the terms of an exchange agreement, on a quarterly basis, the Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F1 · derivative.exercise_date: Represents a series of LTIP Units ("Performance LTIPs") of PJT Partners Holdings LP ("PJT Holdings"). These Performance LTIPs are subject to both time and performance vesting conditions. Performance LTIPs satisfy the time-vesting condition with 20% vesting on each of March 1, 2023, 2024, 2025, 2026, and 2027. The performance vesting condition will be satisfied upon the shares of Class A Common Stock of the Issuer achieving certain dividend adjusted volume-weighted average share price ("VWAP") targets over any consecutive 20-day trading period ending on or prior to February 28, 2027, as follows: (a) 50% will be earned upon achieving a 20-day VWAP of $100 per share; and (b) if the 20-day VWAP is between $100 and $130, then the remaining 50% of Performance LTIPs will become earned as shall be determined by linear interpolation between 50% and 100%. F2 · derivative.exercise_date: Upon the occurrence of specified events, the Performance LTIPs reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis. F3 · derivative.exercise_date: Subject to the terms of an exchange agreement, on a quarterly basis, the Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. F1 · derivative.expiration_date: Represents a series of LTIP Units ("Performance LTIPs") of PJT Partners Holdings LP ("PJT Holdings"). These Performance LTIPs are subject to both time and performance vesting conditions. Performance LTIPs satisfy the time-vesting condition with 20% vesting on each of March 1, 2023, 2024, 2025, 2026, and 2027. The performance vesting condition will be satisfied upon the shares of Class A Common Stock of the Issuer achieving certain dividend adjusted volume-weighted average share price ("VWAP") targets over any consecutive 20-day trading period ending on or prior to February 28, 2027, as follows: (a) 50% will be earned upon achieving a 20-day VWAP of $100 per share; and (b) if the 20-day VWAP is between $100 and $130, then the remaining 50% of Performance LTIPs will become earned as shall be determined by linear interpolation between 50% and 100%. F2 · derivative.expiration_date: Upon the occurrence of specified events, the Performance LTIPs reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis. F3 · derivative.expiration_date: Subject to the terms of an exchange agreement, on a quarterly basis, the Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 21:47 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 5,000 | $40.58 | $202,900.00 |
DisclosureSEC source: 0001209191-19-020066 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $40.39 to $40.80, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:02 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 1,800 | $43.49 | $78,282.00 |
DisclosureSEC source: 0001209191-19-018173 · doc4.xml · nonDerivative · entry 2 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.15 to $43.69, inclusive. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:02 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 2,200 | $42.45 | $93,390.00 |
DisclosureSEC source: 0001209191-19-018173 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,200 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $42.09 to $42.84, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnotes (1) and (2) above. Read SEC document |
| September 24, 2018 Filed Sep 26, 2018 21:25 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantLTIP Units of PJT Partners Holdings LP · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052325 · doc4.xml · derivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents a series of LTIP Units of PJT Partners Holdings LP ("PJT Holdings"). The grant of these LTIP Units was approved on September 24, 2018 and becomes effective on October 1, 2018. These LTIP Units generally vest ratably over three years on each of October 1, 2019, October 1, 2020 and October 1, 2021. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis. Subject to the terms of an exchange agreement, on a quarterly basis, Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis. F1 · derivative.exercise_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("PJT Holdings"). The grant of these LTIP Units was approved on September 24, 2018 and becomes effective on October 1, 2018. These LTIP Units generally vest ratably over three years on each of October 1, 2019, October 1, 2020 and October 1, 2021. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis. Subject to the terms of an exchange agreement, on a quarterly basis, Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis. F1 · derivative.expiration_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("PJT Holdings"). The grant of these LTIP Units was approved on September 24, 2018 and becomes effective on October 1, 2018. These LTIP Units generally vest ratably over three years on each of October 1, 2019, October 1, 2020 and October 1, 2021. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis. Subject to the terms of an exchange agreement, on a quarterly basis, Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis. Read SEC document |
| May 04, 2018 Filed May 8, 2018 21:04 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 1,000 | $51.15 | $51,150.00 |
DisclosureSEC source: 0001209191-18-028636 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $50.80 to $51.46, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 23:04 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 1,068 | $36.96 | $39,473.28 |
DisclosureSEC source: 0001209191-17-022426 · doc4.xml · nonDerivative · entry 2 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $36.92 to $37.00, inclusive. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 23:04 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 15,432 | $36.52 | $563,576.64 |
DisclosureSEC source: 0001209191-17-022426 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,932 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $35.92 to $36.87, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| February 23, 2017 Filed Feb 23, 2017 22:33 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 2,702 | $36.76 | $99,325.52 |
DisclosureSEC source: 0001209191-17-013928 · doc4.xml · nonDerivative · entry 3 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,500 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $36.68 to $37.14, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 22:33 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 5,775 | $36.72 | $212,058.00 |
DisclosureSEC source: 0001209191-17-013928 · doc4.xml · nonDerivative · entry 2 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,798 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $36.66 to $36.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:33 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 23 | $36.60 | $841.80 |
DisclosureSEC source: 0001209191-17-013928 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,023 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 12:27 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 1,178 | $29.45 | $34,692.10 |
DisclosureSEC source: 0001209191-16-153194 · doc4.xml · nonDerivative · entry 2 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $29.40 to $29.49, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 12:27 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 23,822 | $29.33 | $698,699.26 |
DisclosureSEC source: 0001209191-16-153194 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,822 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $29.26 to $29.40, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 21:43 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 789 | $29.65 | $23,393.85 |
DisclosureSEC source: 0001209191-16-150207 · doc4.xml · nonDerivative · entry 2 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $24.60 to $24.70, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| November 15, 2016 Filed Nov 18, 2016 21:33 UTC Amendment | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 789 | $29.65 | $23,393.85 |
DisclosureSEC source: 0001209191-16-151234 · doc4a.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 F1 · price: This amendment is filed solely to correct the range of prices in which the shares were purchased. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $29.60 to $29.70, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:43 UTC | PJT Partners Inc. PJT · Entity 3655 | PurchaseClass A common stock | 34,211 | $29.73 | $1,017,093.03 |
DisclosureSEC source: 0001209191-16-150207 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,211 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $29.50 to $29.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| January 20, 2012 Filed Jan 20, 2012 21:41 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 187,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-004679 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Co-President-Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307,039.938 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 23:37 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 37,816 | $18.12 | $685,225.92 |
DisclosureSEC source: 0001209191-12-005215 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Co-President-Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,269,223.938 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 |
| January 03, 2012 Filed Jan 4, 2012 22:04 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 20,089 | $16.00 | $321,424.00 |
DisclosureSEC source: 0001209191-12-001389 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Co-President-Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,473 Read SEC document |
| August 04, 2011 Filed Aug 5, 2011 12:41 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 50,000 | $20.38 | $1,019,235.00 |
DisclosureSEC source: 0001209191-11-042558 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Co-President-Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,138,562 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $20.30 to $20.44, 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| January 21, 2011 Filed Jan 21, 2011 22:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 182,027 | $0.00 Strike: $30.01 | $0.00 |
DisclosureSEC source: 0001209191-11-004452 · doc4.xml · derivative · entry 3 Taubman Paul J · CIK 0001479665 · Co-President-Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,027 Underlying: Common Stock · 182,027 shares Expires 2018-01-21 F2 · derivative.exercise_date: The Black-Scholes value of the Stock Option award is $1.5 million. 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 22:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 137,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-004452 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Co-President-Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088,562 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, 2010 Filed Jan 22, 2010 21:51 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 130,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004475 · doc4.xml · nonDerivative · entry 1 Taubman Paul J · CIK 0001479665 · Co-Head of Inst'l Securities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 951,392 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.