Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Director | April 10, 2007 | April 12, 2007 |
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 April 10, 2007 · Filed April 12, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,102.525 |
Reported balance
After 2007-04-10 transaction · row 1
1 source rowRow 1 · 2007-04-10 · Grant · Acquired 3,102.525 · Balance 15,102.525 F1: 1,551.525 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; and 1,551 shares of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 1,551.525 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; and 1,551 shares of Common Stock.
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 |
|---|---|---|---|---|---|---|
| April 10, 2007 Filed Apr 12, 2007 17:14 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,102.525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-023738 · doc4.xml · nonDerivative · entry 1 ZUMWINKEL KLAUS · CIK 0001275633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,102.525 F1 · kind: 1,551.525 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; and 1,551 shares of Common Stock. Read SEC document |
| April 04, 2006 Filed Apr 6, 2006 18:04 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-022927 · doc4.xml · nonDerivative · entry 1 ZUMWINKEL KLAUS · CIK 0001275633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · kind: Shares of common stock received under the Morgan Stanley Directors' Equity Capital Accumulation Plan. Read SEC document |
| March 15, 2005 Filed Mar 17, 2005 16:40 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-016359 · doc4.xml · nonDerivative · entry 1 ZUMWINKEL KLAUS · CIK 0001275633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:47 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $53.04 | $0.00 |
DisclosureSEC source: 0001204892-04-000067 · doc4.xml · derivative · entry 2 ZUMWINKEL KLAUS · CIK 0001275633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2014-04-20 Read SEC document |
| April 20, 2004 Filed Apr 21, 2004 18:47 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000067 · doc4.xml · nonDerivative · entry 1 ZUMWINKEL KLAUS · CIK 0001275633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| March 01, 2004 Filed Mar 2, 2004 12:41 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $60.75 | $0.00 |
DisclosureSEC source: 0001204892-04-000030 · doc4.xml · derivative · entry 2 ZUMWINKEL KLAUS · CIK 0001275633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2014-03-01 Read SEC document |
| March 01, 2004 Filed Mar 2, 2004 12:41 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000030 · doc4.xml · nonDerivative · entry 1 ZUMWINKEL KLAUS · CIK 0001275633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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.