Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MORGAN STANLEYMS · Entity 2815 | Vice Chairman | February 14, 2006 | September 29, 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.
MORGAN STANLEY
Report date February 14, 2006 · Filed September 29, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 314,553 |
Reported balance
After 2006-02-14 transaction · row 1
1 source rowRow 1 · 2006-02-14 · Purchase · Acquired 130 · Balance 314,553 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan/ESOP Trust | 104.97 |
Reported balance
Holding disclosure · report date 2006-02-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 104.97 |
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 |
|---|---|---|---|---|---|---|
| February 14, 2006 Filed Sep 29, 2006 17:06 UTC | MORGAN STANLEY MS · Entity 2815 | PurchaseCommon Stock | 130 | $59.85 | $7,780.50 |
DisclosureSEC source: 0001209191-06-052046 · doc4.xml · nonDerivative · entry 1 HELENIAK DAVID W · CIK 0001326281 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,553 Read SEC document |
| December 13, 2005 Filed Dec 15, 2005 17:58 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 109,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-063641 · doc4.xml · nonDerivative · entry 1 HELENIAK DAVID W · CIK 0001326281 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,423 F1 · kind: Stock units that are convertible into shares of common stock at a ratio of 1 to 1. Read SEC document |
| May 16, 2005 Filed May 18, 2005 17:12 UTC | MORGAN STANLEY MWD · Entity 2815 | GrantCommon Stock | 204,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-026763 · doc4.xml · nonDerivative · entry 1 HELENIAK DAVID W · CIK 0001326281 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,918 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.