Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CDW CorpCDW · Entity 3281 | Director | October 01, 2026 | October 05, 2026 |
| MORGAN STANLEYMS · Entity 2815 | Business Unit Head | October 03, 2006 | October 05, 2006 |
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.
CDW Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 51,820.61 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 258 · Balance 51,820.61 F1: This is a grant of fully vested restricted stock units under the CDW Corporation 2021 Long-Term Incentive Plan. This grant is in lieu of cash for the annual director retainer, which will be granted quarterly in arrears. Settlement into shares of CDW Corporation common stock has been deferred pursuant to each applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This is a grant of fully vested restricted stock units under the CDW Corporation 2021 Long-Term Incentive Plan. This grant is in lieu of cash for the annual director retainer, which will be granted quarterly in arrears. Settlement into shares of CDW Corporation common stock has been deferred pursuant to each applicable award agreement.
MORGAN STANLEY
Report date October 03, 2006 · Filed October 05, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 448,229.499 |
Ending reported balance
After 2006-10-04 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2006-10-03 · Exercise / conversion · Acquired 10,128 · Balance 453,519.499 Row 2 · 2006-10-03 · Exercise / conversion · Acquired 16,880 · Balance 470,399.499 Row 3 · 2006-10-03 · Exercise / conversion · Acquired 15,360 · Balance 485,759.499 Row 4 · 2006-10-03 · Tax withholding · Disposed 22,434 · Balance 463,325.499 Row 5 · 2006-10-04 · Sale · Disposed 196 · Balance 463,129.499 Row 6 · 2006-10-04 · Sale · Disposed 14,900 · Balance 448,229.499 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.25 · Expires 2008-09-25 | Direct | 0 |
Reported balance
After 2006-10-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2006-10-03 · Exercise / conversion · Disposed 10,128 · Balance 0 F1: Initial vesting date of ratably vested stock options, all of which are presently exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.69 · Expires 2008-09-25 | Direct | 0 |
Reported balance
After 2006-10-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2006-10-03 · Exercise / conversion · Disposed 16,880 · Balance 0 F1: Initial vesting date of ratably vested stock options, all of which are presently exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.65 · Expires 2009-01-02 | Direct | 0 |
Reported balance
After 2006-10-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2006-10-03 · Exercise / conversion · Disposed 15,360 · Balance 0 F1: Initial vesting date of ratably vested stock options, all of which are presently exercisable. |
| Restoration Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.56 · Expires 2009-01-02 | Direct | 10,522 |
Reported balance
After 2006-10-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2006-10-03 · Grant · Acquired 10,522 · Balance 10,522 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 872.287 |
Reported balance
Holding disclosure · report date 2006-10-03 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 872.287 |
Filing footnotes · ownership attribution and instrument terms
F1: Initial vesting date of ratably vested stock options, all of which are presently exercisable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Discover Financial Services
Report date March 01, 2019 · Filed May 07, 2019 · Amendment
Section 16 reporting ended · disclosed 2019-05-07. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 970,190.85 |
Last balance in matching sequence
After 2019-03-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2019-03-01 · Sale · Disposed 29,300 · Balance 970,890.85 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 29, 2018. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.86 to $72.86, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2019-03-01 · Sale · Disposed 700 · Balance 970,190.85 F3: This amended Form 4 is filed to correct the date of the sale of securities reported in Table I, which were previously incorrectly reported as February 1, 2019. F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 29, 2018. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.87 to $72.92, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 29, 2018.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.86 to $72.86, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: This amended Form 4 is filed to correct the date of the sale of securities reported in Table I, which were previously incorrectly reported as February 1, 2019.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.87 to $72.92, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 13, 2017 Filed Mar 14, 2017 21:40 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 2,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000034 · wf-form4_148952759488448.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,471.39 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on the first anniversary of the date of grant and settlement into shares of CDW Corporation common stock has been deferred until the sooner of separation of service on the Board of Directors or five years following vesting. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:40 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 32.81 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000034 · wf-form4_148952759488448.xml · nonDerivative · entry 2 NELMS DAVID W · CIK 0001183830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,504.2 F2 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 22:38 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $72.50 | $1,087,500.00 |
DisclosureSEC source: 0001209191-17-017835 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,719,529.37 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.32 to $72.90, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:45 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 23,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014470 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734,529.37 F1 · shares: Restricted stock units are convertible into shares of common stock at a ratio of 1:1. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:55 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $69.81 | $1,047,150.00 |
DisclosureSEC source: 0001209191-17-007846 · doc4.xml · nonDerivative · entry 3 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,670,386.37 F3 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.54 to $70.16, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:55 UTC | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 53,310 | $68.77 | $3,666,128.70 |
DisclosureSEC source: 0001209191-17-007846 · doc4.xml · nonDerivative · entry 2 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,685,386.37 F2 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted restricted stock units and performance stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:55 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 56,428 | $68.77 | $3,880,553.56 |
DisclosureSEC source: 0001209191-17-007846 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738,696.37 F1 · shares: Shares earned upon vesting of non-derivative performance stock units, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Performance stock units are convertible into shares of common stock at a ratio of 1:1. Read SEC document |
| February 01, 2017 Filed Feb 24, 2017 22:23 UTC Amendment | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $69.81 | $1,047,150.00 |
DisclosureSEC source: 0001209191-17-014431 · doc4a.xml · nonDerivative · entry 3 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711,345.37 F4 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.54 to $70.16, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 01, 2017 Filed Feb 24, 2017 22:23 UTC Amendment | Discover Financial Services DFS · Entity 13531 | Tax withholdingCommon Stock | 57,395 | $68.77 | $3,947,054.15 |
DisclosureSEC source: 0001209191-17-014431 · doc4a.xml · nonDerivative · entry 2 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,726,345.37 F1 · shares: This amended Form 4 is filed to correct the number of securities reported in Table I, which were previously incorrectly reported due to administrative error. F3 · shares: Number of shares withheld to pay the tax withholding obligation incurred in connection with the vesting of previously granted restricted stock units and performance stock units. Read SEC document |
| February 01, 2017 Filed Feb 24, 2017 22:23 UTC Amendment | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 101,472 | $68.77 | $6,978,229.44 |
DisclosureSEC source: 0001209191-17-014431 · doc4a.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,783,740.37 F1 · shares: This amended Form 4 is filed to correct the number of securities reported in Table I, which were previously incorrectly reported due to administrative error. F2 · shares: Shares earned upon vesting of non-derivative performance stock units, which are exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Performance stock units are convertible into shares of common stock at a ratio of 1:1. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:47 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $72.92 | $1,093,800.00 |
DisclosureSEC source: 0001209191-17-002154 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,682,268.37 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.60 to $73.34, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:09 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $68.06 | $1,020,957.00 |
DisclosureSEC source: 0001209191-16-153327 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697,268.37 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.83 to $68.40, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:22 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $56.14 | $842,100.00 |
DisclosureSEC source: 0001209191-16-148174 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,712,268.37 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.96 to $56.33, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:11 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $56.46 | $846,898.50 |
DisclosureSEC source: 0001209191-16-145059 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,727,268.37 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.25 to $56.68, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:52 UTC | Discover Financial Services DFS · Entity 13531 | SaleCommon Stock | 15,000 | $60.10 | $901,479.00 |
DisclosureSEC source: 0001209191-16-140100 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742,268.37 F1 · shares: Sold pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.90 to $60.28, inclusive. The reporting person undertakes to provide to Discover Financial Services, any security holder of Discover Financial Services, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| October 04, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 14,900 | $73.00 | $1,087,700.00 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · nonDerivative · entry 6 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,229.499 Read SEC document |
| October 04, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | SaleCommon Stock | 196 | $73.33 | $14,372.68 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · nonDerivative · entry 5 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,129.499 Read SEC document |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | GrantRestoration Option (Right to buy) · Derivative | 10,522 | $0.00 Strike: $73.56 | $0.00 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · derivative · entry 11 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,522 Underlying: Common Stock · 10,522 shares Expires 2009-01-02 Read SEC document |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,360 | $0.00 Strike: $35.65 | $0.00 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · derivative · entry 10 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,360 shares Expires 2009-01-02 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 |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 16,880 | $0.00 Strike: $6.69 | $0.00 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · derivative · entry 9 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,880 shares Expires 2008-09-25 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 |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,128 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · derivative · entry 8 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,128 shares Expires 2008-09-25 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 |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 22,434 | $73.25 | $1,643,290.50 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · nonDerivative · entry 4 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,325.499 Read SEC document |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 15,360 | $35.65 | $547,584.00 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · nonDerivative · entry 3 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,759.499 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 |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 16,880 | $6.69 | $112,927.20 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · nonDerivative · entry 2 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,399.499 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 |
| October 03, 2006 Filed Oct 5, 2006 21:07 UTC | MORGAN STANLEY MS · Entity 2815 | Exercise / conversionCommon Stock | 10,128 | $6.25 | $63,300.00 |
DisclosureSEC source: 0001209191-06-053811 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,519.499 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 |
| September 08, 2006 Filed Sep 12, 2006 21:50 UTC | MORGAN STANLEY MS · Entity 2815 | Tax withholdingCommon Stock | 6,462 | $66.03 | $426,685.86 |
DisclosureSEC source: 0001209191-06-049768 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,391.499 Read SEC document |
| December 13, 2005 Filed Dec 15, 2005 22:43 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 69,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-063624 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,670.234 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 |
| October 10, 2005 Filed Oct 11, 2005 21:23 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 12,800 | $53.60 | $686,080.00 |
DisclosureSEC source: 0001209191-05-051922 · doc4.xml · nonDerivative · entry 5 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,898.977 Read SEC document |
| October 10, 2005 Filed Oct 11, 2005 21:23 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 300 | $53.59 | $16,077.00 |
DisclosureSEC source: 0001209191-05-051922 · doc4.xml · nonDerivative · entry 4 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,698.977 Read SEC document |
| October 10, 2005 Filed Oct 11, 2005 21:23 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 3,500 | $53.58 | $187,530.00 |
DisclosureSEC source: 0001209191-05-051922 · doc4.xml · nonDerivative · entry 3 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,998.977 Read SEC document |
| October 10, 2005 Filed Oct 11, 2005 21:23 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 1,100 | $53.56 | $58,916.00 |
DisclosureSEC source: 0001209191-05-051922 · doc4.xml · nonDerivative · entry 2 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,498.977 Read SEC document |
| October 10, 2005 Filed Oct 11, 2005 21:23 UTC | MORGAN STANLEY MWD · Entity 2815 | SaleCommon Stock | 300 | $53.55 | $16,065.00 |
DisclosureSEC source: 0001209191-05-051922 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,598.977 Read SEC document |
| September 08, 2005 Filed Sep 12, 2005 21:50 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 7,108 | $52.25 | $371,393.00 |
DisclosureSEC source: 0001209191-05-046876 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,898.977 F1 · balance_after: Includes shares acquired through the Morgan Stanley Employee Stock Purchase Plan. Read SEC document |
| December 14, 2004 Filed Dec 16, 2004 23:13 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 52,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-04-000130 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,815 F1 · security: Stock Units that are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| September 08, 2004 Filed Sep 9, 2004 16:02 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 4,994 | $52.53 | $262,334.82 |
DisclosureSEC source: 0001204892-04-000100 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,610 Read SEC document |
| January 07, 2004 Filed Jan 8, 2004 21:54 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantRestoration Option (Right to Buy) · Derivative | 17,866 | $0.00 Strike: $57.80 | $0.00 |
DisclosureSEC source: 0001204892-04-000016 · doc4.xml · derivative · entry 5 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,866 Underlying: Common Stock · 17,866 shares Expires 2008-09-25 Read SEC document |
| January 07, 2004 Filed Jan 8, 2004 21:54 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 29,356 | $0.00 Strike: $25.55 | $0.00 |
DisclosureSEC source: 0001204892-04-000016 · doc4.xml · derivative · entry 4 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,356 shares Expires 2008-09-25 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 |
| January 07, 2004 Filed Jan 8, 2004 21:54 UTC | MORGAN STANLEY MWD · Entity 2815 | Tax withholdingCommon Stock | 17,866 | $57.40 | $1,025,508.40 |
DisclosureSEC source: 0001204892-04-000016 · doc4.xml · nonDerivative · entry 2 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,419 Read SEC document |
| January 07, 2004 Filed Jan 8, 2004 21:54 UTC | MORGAN STANLEY MWD · Entity 2815 | Exercise / conversionCommon Stock | 29,356 | $25.55 | $750,045.80 |
DisclosureSEC source: 0001204892-04-000016 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,285 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 |
| November 28, 2003 Filed Dec 2, 2003 19:28 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantEmployee Stock Option (Right to Buy) · Derivative | 38,753 | $0.00 Strike: $55.45 | $0.00 |
DisclosureSEC source: 0001204892-03-000076 · doc4.xml · derivative · entry 3 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,753 Underlying: Common Stock · 38,753 shares Expires 2014-01-02 F2 · derivative.exercise_date: Options are exercisable upon vesting. Vesting occurs as follows: 50% of the award vests on January 2, 2006 and the remaining 50 % vests on January 2, 2007. Read SEC document |
| November 28, 2003 Filed Dec 2, 2003 19:28 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 17,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001204892-03-000076 · doc4.xml · nonDerivative · entry 1 NELMS DAVID W · CIK 0001183830 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,929 F1 · kind: Stock Units 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.