person · Reporting owner

PERELLA JOSEPH R

Disclosed activity across 3 companies

Tapewire entity: 13797
SEC CIK: 0001185273

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
PWP Forward Acquisition Corp. IFRW · Entity 122817	Director · Chairman	March 09, 2021	March 09, 2021
Perella Weinberg PartnersPWP · Entity 988	Director	June 24, 2021	June 28, 2021

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.

PWP Forward Acquisition Corp. I

Report date March 09, 2021 · Filed March 09, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B common stockSEC Table II · derivative / convertible security	Direct	Not disclosed	Reported balance Holding disclosure · report date 2021-03-09 · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253371) under the heading "Description of Securities--Founder Shares," the shares of Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date.

Filing footnotes · ownership attribution and instrument terms

F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253371) under the heading "Description of Securities--Founder Shares," the shares of Class B common stock, par value $0.0001 per share, of the issuer will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to certain adjustment, and have no expiration date.

Perella Weinberg Partners

Report date June 24, 2021 · Filed June 28, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B-1 Common StockSEC Table II · derivative / convertible security	IndirectPWP Professional Partners LP	4,053,967	Reported balance After 2021-06-24 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2021-06-24 · Grant · Acquired 4,053,967 · Balance 4,053,967 F1: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F2: The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein.
PWP Holdings LP Common UnitsSEC Table II · derivative / convertible security	IndirectPWP Professional Partners LP	4,053,967	Reported balance After 2021-06-24 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2021-06-24 · Grant · Acquired 4,053,967 · Balance 4,053,967 F3: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F2: The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2: The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein.

F3: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

MORGAN STANLEY

Report date November 30, 2005 · Filed December 09, 2005

Section 16 reporting ended · disclosed 2005-12-09. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	1,530,579	Reported balance After 2005-03-31 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2005-03-31 · Gift · Disposed 1,755 · Balance 1,530,579
Common StockSEC Table I · non-derivative	Direct	1,530,147	Reported balance After 2005-04-01 transaction · row 2 Account or security details depend on footnotes; rows are not merged. 1 source row Row 2 · 2005-04-01 · Gift · Disposed 432 · Balance 1,530,147 F1: Reflects number of shares owned as of April 1, 2005.
Common StockSEC Table I · non-derivative	IndirectBy 401(k) Plan/ESOP Trust	4,297.831	Reported balance Holding disclosure · report date 2005-11-30 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 4,297.831 F1: Reflects number of shares owned as of April 1, 2005.

Filing footnotes · ownership attribution and instrument terms

F1: Reflects number of shares owned as of April 1, 2005.

Transaction history

JSON API

Purchases/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
June 24, 2021 Filed Jun 28, 2021 21:17 UTC	Perella Weinberg Partners PWP · Entity 988	GrantPWP Holdings LP Common Units · Derivative	4,053,967	$0.00	$0.00	Disclosure SEC source: 0000899243-21-026386 · doc4.xml · derivative · entry 2 PERELLA JOSEPH R · CIK 0001185273 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 4,053,967 Underlying: Class A Common Stock · 4,053,967 shares Expires not disclosed F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein. Read SEC document
June 24, 2021 Filed Jun 28, 2021 21:17 UTC	Perella Weinberg Partners PWP · Entity 988	GrantClass B-1 Common Stock · Derivative	4,053,967	$0.00	$0.00	Disclosure SEC source: 0000899243-21-026386 · doc4.xml · derivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 4,053,967 Underlying: Class A Common Stock · 4,053.967 shares Expires not disclosed F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein. Read SEC document
April 01, 2005 Filed Dec 9, 2005 17:21 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	432	$0.00	$0.00	Disclosure SEC source: 0001209191-05-062456 · doc5.xml · nonDerivative · entry 2 PERELLA JOSEPH R · CIK 0001185273 · Former Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,530,147 F1 · balance_after: Reflects number of shares owned as of April 1, 2005. Read SEC document
March 31, 2005 Filed Dec 9, 2005 17:21 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	1,755	$0.00	$0.00	Disclosure SEC source: 0001209191-05-062456 · doc5.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Former Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,530,579 Read SEC document
January 10, 2005 Filed Jan 10, 2005 15:32 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	895	$0.00	$0.00	Disclosure SEC source: 0001204892-05-000012 · doc4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,532,334 Read SEC document
January 04, 2005 Filed Jan 6, 2005 17:53 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative	195,504	$0.00 Strike: $9.02	$0.00	Disclosure SEC source: 0001204892-05-000007 · doc4.xml · derivative · entry 8 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 195,504 shares Expires 2005-01-31 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 04, 2005 Filed Jan 6, 2005 17:53 UTC	MORGAN STANLEY MWD · Entity 2815	SaleCommon Stock	12,000	$54.93	$659,160.00	Disclosure SEC source: 0001204892-05-000007 · doc4.xml · nonDerivative · entry 6 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,533,229 Read SEC document
January 04, 2005 Filed Jan 6, 2005 17:53 UTC	MORGAN STANLEY MWD · Entity 2815	SaleCommon Stock	28,000	$54.90	$1,537,200.00	Disclosure SEC source: 0001204892-05-000007 · doc4.xml · nonDerivative · entry 5 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,545,229 Read SEC document
January 04, 2005 Filed Jan 6, 2005 17:53 UTC	MORGAN STANLEY MWD · Entity 2815	SaleCommon Stock	5,000	$54.95	$274,750.00	Disclosure SEC source: 0001204892-05-000007 · doc4.xml · nonDerivative · entry 4 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,573,229 Read SEC document
January 04, 2005 Filed Jan 6, 2005 17:53 UTC	MORGAN STANLEY MWD · Entity 2815	SaleCommon Stock	5,220	$54.92	$286,682.40	Disclosure SEC source: 0001204892-05-000007 · doc4.xml · nonDerivative · entry 3 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,578,229 Read SEC document
January 04, 2005 Filed Jan 6, 2005 17:53 UTC	MORGAN STANLEY MWD · Entity 2815	Tax withholdingCommon Stock	112,749	$55.44	$6,250,804.56	Disclosure SEC source: 0001204892-05-000007 · doc4.xml · nonDerivative · entry 2 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,583,449 Read SEC document
January 04, 2005 Filed Jan 6, 2005 17:53 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionCommon Stock	195,504	$9.02	$1,763,446.08	Disclosure SEC source: 0001204892-05-000007 · doc4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696,198 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
December 29, 2004 Filed Dec 29, 2004 17:31 UTC	MORGAN STANLEY MWD · Entity 2815	SaleCommon Stock	4,495	$55.19	$248,079.05	Disclosure SEC source: 0001204892-04-000150 · doc4.xml · nonDerivative · entry 5 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500,694 Read SEC document
December 29, 2004 Filed Dec 29, 2004 17:31 UTC	MORGAN STANLEY MWD · Entity 2815	SaleCommon Stock	47,000	$55.15	$2,592,050.00	Disclosure SEC source: 0001204892-04-000150 · doc4.xml · nonDerivative · entry 4 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,505,189 Read SEC document
December 29, 2004 Filed Dec 29, 2004 17:31 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	3,760	$0.00	$0.00	Disclosure SEC source: 0001204892-04-000150 · doc4.xml · nonDerivative · entry 3 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,552,189 Read SEC document
December 28, 2004 Filed Dec 29, 2004 17:31 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	6,269	$0.00	$0.00	Disclosure SEC source: 0001204892-04-000150 · doc4.xml · nonDerivative · entry 2 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,555,949 Read SEC document
December 27, 2004 Filed Dec 29, 2004 17:31 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	80	$0.00	$0.00	Disclosure SEC source: 0001204892-04-000150 · doc4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562,218 Read SEC document
December 14, 2004 Filed Dec 16, 2004 18:14 UTC	MORGAN STANLEY MWD · Entity 2815	GrantCommon Stock	137,523	$0.00	$0.00	Disclosure SEC source: 0001204892-04-000133 · doc4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562,298 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 12:03 UTC	MORGAN STANLEY MWD · Entity 2815	Tax withholdingCommon Stock	31,258	$52.53	$1,641,982.74	Disclosure SEC source: 0001204892-04-000103 · doc4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424,775 Read SEC document
July 14, 2004 Filed Jul 15, 2004 15:03 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	6,060	$0.00	$0.00	Disclosure SEC source: 0001127602-04-000939 · form4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,456,033 Read SEC document
January 02, 2004 Filed Jan 6, 2004 19:10 UTC	MORGAN STANLEY MWD · Entity 2815	GiftCommon Stock	80	$0.00	$0.00	Disclosure SEC source: 0001204892-04-000008 · doc4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,462,093 Read SEC document
November 28, 2003 Filed Dec 2, 2003 14:29 UTC	MORGAN STANLEY MWD · Entity 2815	GrantEmployee Stock Option (Right to Buy) · Derivative	117,679	$0.00 Strike: $55.45	$0.00	Disclosure SEC source: 0001204892-03-000079 · doc4.xml · derivative · entry 3 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,679 Underlying: Common Stock · 117,679 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 14:29 UTC	MORGAN STANLEY MWD · Entity 2815	GrantCommon Stock	52,302	$0.00	$0.00	Disclosure SEC source: 0001204892-03-000079 · doc4.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,462,173 F1 · kind: Stock Units which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document
July 30, 2003 Filed Jul 31, 2003 17:33 UTC	MORGAN STANLEY MWD · Entity 2815	GrantRestoration Option (Right to Buy) · Derivative	38,358	$0.00 Strike: $47.52	$0.00	Disclosure SEC source: 0001181431-03-016453 · rrd14661.xml · derivative · entry 5 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,358 Underlying: Common Stock · 38,358 shares Expires 2009-01-02 Read SEC document
July 30, 2003 Filed Jul 31, 2003 17:33 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative	45,053	$0.00 Strike: $35.65	$0.00	Disclosure SEC source: 0001181431-03-016453 · rrd14661.xml · derivative · entry 4 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,053 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: Date of initial vesting. All stock options are presently exercisable. Read SEC document
July 30, 2003 Filed Jul 31, 2003 17:33 UTC	MORGAN STANLEY MWD · Entity 2815	Tax withholdingCommon Stock	38,358	$47.68	$1,828,909.44	Disclosure SEC source: 0001181431-03-016453 · rrd14661.xml · nonDerivative · entry 2 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,409,871 Read SEC document
July 30, 2003 Filed Jul 31, 2003 17:33 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionCommon Stock	45,053	$35.65	$1,606,139.45	Disclosure SEC source: 0001181431-03-016453 · rrd14661.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448,229 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
July 02, 2003 Filed Jul 3, 2003 15:17 UTC	MORGAN STANLEY MWD · Entity 2815	GrantRestoration Option (Right to Buy) · Derivative	23,328	$0.00 Strike: $44.97	$0.00	Disclosure SEC source: 0001181431-03-013138 · rrd12665.xml · derivative · entry 7 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,328 Underlying: Common Stock · 23,328 shares Expires 2009-01-02 Read SEC document
July 02, 2003 Filed Jul 3, 2003 15:17 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative	26,475	$0.00 Strike: $35.65	$0.00	Disclosure SEC source: 0001181431-03-013138 · rrd12665.xml · derivative · entry 6 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,053 Underlying: Common Stock · 26,475 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. F2 · derivative.exercise_date: Date of initial vesting. All stock options are presently exercisable. Read SEC document
July 02, 2003 Filed Jul 3, 2003 15:17 UTC	MORGAN STANLEY MWD · Entity 2815	GrantRestoration Option (Right to Buy) · Derivative	15,567	$0.00 Strike: $44.97	$0.00	Disclosure SEC source: 0001181431-03-013138 · rrd12665.xml · derivative · entry 5 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,567 Underlying: Common Stock · 15,567 shares Expires 2008-01-02 Read SEC document
July 02, 2003 Filed Jul 3, 2003 15:17 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative	20,322	$0.00 Strike: $26.92	$0.00	Disclosure SEC source: 0001181431-03-013138 · rrd12665.xml · derivative · entry 4 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,322 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. F2 · derivative.exercise_date: Date of initial vesting. All stock options are presently exercisable. Read SEC document
July 02, 2003 Filed Jul 3, 2003 15:17 UTC	MORGAN STANLEY MWD · Entity 2815	Tax withholdingCommon Stock	38,895	$44.66	$1,737,050.70	Disclosure SEC source: 0001181431-03-013138 · rrd12665.xml · nonDerivative · entry 3 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,403,176 F1 · balance_after: In addition, Reporting Person's indirect holdings include 3,825 shares of Common Stock held through Morgan Stanley's 401(k) plan/ESOP trust. Read SEC document
July 02, 2003 Filed Jul 3, 2003 15:17 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionCommon Stock	26,475	$35.65	$943,833.75	Disclosure SEC source: 0001181431-03-013138 · rrd12665.xml · nonDerivative · entry 2 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442,071 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
July 02, 2003 Filed Jul 3, 2003 15:17 UTC	MORGAN STANLEY MWD · Entity 2815	Exercise / conversionCommon Stock	20,322	$26.92	$547,068.24	Disclosure SEC source: 0001181431-03-013138 · rrd12665.xml · nonDerivative · entry 1 PERELLA JOSEPH R · CIK 0001185273 · Business Unit Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,415,596 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.