Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Director · Chairman of the Board | January 21, 2011 | January 21, 2011 |
| New Fortress Energy Inc.NFE · Entity 6904 | Director | May 14, 2024 | May 16, 2024 |
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 21, 2011 · Filed January 21, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,816,301.552 |
Reported balance
After 2011-01-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2011-01-21 · Grant · Acquired 66,912 · Balance 1,816,301.552 F1: 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. F2: Since the Reporting Person's last report, 500,000 shares of Common Stock previously reported as directly beneficially owned were contributed to a grantor retained annuity trust. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 877.238 |
Reported balance
Holding disclosure · report date 2011-01-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 877.238 |
| Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 856,800 |
Reported balance
Holding disclosure · report date 2011-01-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 856,800 F2: Since the Reporting Person's last report, 500,000 shares of Common Stock previously reported as directly beneficially owned were contributed to a grantor retained annuity trust. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Since the Reporting Person's last report, 500,000 shares of Common Stock previously reported as directly beneficially owned were contributed to a grantor retained annuity trust.
New Fortress Energy Inc.
Report date May 14, 2024 · Filed May 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,375,013 |
Reported balance
After 2024-05-14 transaction · row 1
1 source rowRow 1 · 2024-05-14 · Other · Acquired 24,000 · Balance 1,375,013 F1: Reflects a transfer of shares from grantor retained annuity trust to the reporting person. The reporting person believes that his transfer of shares from the trust constitutes only a change in form of indirect beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a transfer of shares from grantor retained annuity trust to the reporting person. The reporting person believes that his transfer of shares from the trust constitutes only a change in form of indirect beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Happen, Inc.
Report date June 05, 2019 · Filed June 07, 2019
Section 16 reporting ended · disclosed 2019-06-07. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 26, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 600 | $80.30 | $48,180.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 11 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,777,122.971 Read SEC document |
| March 26, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 7,930 | $80.40 | $637,572.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 10 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,777,722.971 Read SEC document |
| March 26, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 2,500 | $80.43 | $201,075.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 9 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,785,652.971 Read SEC document |
| March 26, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 13,500 | $81.22 | $1,096,470.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 8 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,788,152.971 Read SEC document |
| March 26, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 1,300 | $81.24 | $105,612.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 7 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,801,652.971 Read SEC document |
| March 26, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 2,700 | $81.25 | $219,375.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 6 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,802,952.971 Read SEC document |
| March 26, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 2,500 | $81.28 | $203,200.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 5 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,805,652.971 Read SEC document |
| March 23, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 44,617 | $0.00 Strike: $75.25 | $0.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · derivative · entry 27 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,617 shares Expires 2008-01-02 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 |
| March 23, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 61,816 | $0.00 Strike: $42.78 | $0.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · derivative · entry 26 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,816 shares Expires 2008-01-02 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 |
| March 23, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100,898 | $0.00 Strike: $26.92 | $0.00 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · derivative · entry 25 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,898 shares Expires 2008-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Initial vesting date of ratably vested stock options, all of which are presently exercisable. Read SEC document |
| March 23, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 44,617 | $75.25 | $3,357,429.25 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 4 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,808,152.971 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 |
| March 23, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 61,816 | $42.78 | $2,644,488.48 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 3 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,763,535.971 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 |
| March 23, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 100,898 | $26.92 | $2,716,174.16 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 2 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,701,719.971 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 |
| March 23, 2007 Filed Mar 27, 2007 18:31 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 150,901 | $80.75 | $12,185,255.75 |
DisclosureSEC source: 0001209191-07-020077 · doc4.xml · nonDerivative · entry 1 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600,821.971 Read SEC document |
| December 12, 2006 Filed Dec 14, 2006 19:32 UTC | MORGAN STANLEY MS · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 178,945 | $0.00 Strike: $78.40 | $0.00 |
DisclosureSEC source: 0001209191-06-065025 · doc4.xml · derivative · entry 3 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,945 Underlying: Common Stock · 178,945 shares Expires 2016-12-12 F2 · kind: Aggregate value of Stock Units and Stock Options equals 100% of the Reporting Person's 2006 above-base compensation. F4 · derivative.exercise_date: The value of each Stock Option, based on a Black-Scholes option valuation method, is $22.46. Options become exercisable upon vesting. 50% of the award will vest on January 2, 2009 and 50% will vest on January 2, 2010. Read SEC document |
| December 12, 2006 Filed Dec 14, 2006 19:32 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 461,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-065025 · doc4.xml · nonDerivative · entry 1 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,751,645.487 F1 · kind: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. F2 · kind: Aggregate value of Stock Units and Stock Options equals 100% of the Reporting Person's 2006 above-base compensation. F3 · balance_after: Includes 142,626 shares of Common Stock that were reported previously as held indirectly by a grantor retained annuity trust. Read SEC document |
| December 23, 2005 Filed Dec 23, 2005 14:05 UTC | MORGAN STANLEY MWD · Entity 2815 | GiftCommon Stock | 8,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-065391 · doc4.xml · nonDerivative · entry 1 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,147,037.588 F1 · balance_after: Includes shares acquired through the Morgan Stanley Employee Stock Purchase Plan. Read SEC document |
| December 13, 2005 Filed Dec 14, 2005 17:38 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 201,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-063292 · doc4.xml · nonDerivative · entry 1 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,155,637.588 F1 · kind: Stock units that are convertible into shares of common stock at a ratio of 1 to 1. F2 · balance_after: Includes shares acquired through the Morgan Stanley Employee Stock Purchase Plan. Read SEC document |
| September 08, 2005 Filed Sep 12, 2005 17:59 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 68,235 | $52.25 | $3,565,278.75 |
DisclosureSEC source: 0001209191-05-046890 · doc4.xml · nonDerivative · entry 1 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953,663.05 F1 · balance_after: Includes shares acquired through the Morgan Stanley Employee Stock Purchase Plan. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 16:54 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035190 · doc4.xml · nonDerivative · entry 1 MACK JOHN J · CIK 0001272147 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,021,770 F1 · kind: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.